Podcasts about Qualcomm

The smartphone is everywhere, but its next evolution won't look like the apps we use today. In this episode of Bold Names, WSJ's Tim Higgins sits down with Qualcomm CEO Cristiano Amon to discuss the seismic shift from apps to AI agents – and why this transition could reshape everything from your phone to your glasses. 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: How SAP's CEO Is Remaking the European Tech Giant For The Age Of AI How Corning Is Using Trump's Tariffs To Its Advantage This Tech Founder's $1.3 Billion Company Is Taking On Apple and Samsung Biden's Antitrust Architect on How Big Tech Threatens U.S. Prosperity 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 Tim Higgins's column.  Learn more about your ad choices. Visit megaphone.fm/adchoices

This conversation was originally released in June of 2023. Today we return to the semiconductor value chain with one of the most important companies in modern technology: ASML. The company began life as an unwanted spin-out from Philips with no real product and little expectation of success. Today, it builds the only machines capable of manufacturing the most advanced chips in the world. To break down ASML, I'm joined by Tom Walsh, portfolio manager at Baillie Gifford. Tom walks through how photolithography works, what's happening inside an extreme ultraviolet machine, and how a small Dutch company came to dominate one of the most complex technologies ever built. This breakdown pairs very well with our breakdowns on AMD, Qualcomm and Cadence. And I'd also highlight the Founders Podcast episode #8 on the Intel Trinity.  Please enjoy this breakdown of ASML. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.    ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- This episode is brought to you by⁠⁠⁠⁠ ⁠Portrait Analytics⁠⁠⁠⁠⁠ - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at ⁠⁠⁠⁠⁠portraitresearch.com⁠⁠⁠⁠⁠ ----- Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. ----- Timestamps (00:00:00) Update on ASML and Welcome to Business Breakdowns (00:04:01) Intro (00:04:50) The ASML back story (00:08:20) A deep dive into what semiconductors and Lithography are (00:10:10) Alternate business directions ASML could have pursued (00:21:45) How large ASML is in the industry today (00:12:43) A look into the management team over time (00:16:09) Moore's Law and the key components of chip production (00:17:15) Overall size of the machines manufactured (00:18:20) The evolution of UV light and its important role in the advancement of Lithography (00:22:35) Other competing companies within the field (00:25:16) A detailed look into the cost of production industry wide (00:26:10) Unlocked innovations associated with the development technology (00:27:38) The life cycle of a lithography machine (00:29:10) Revenue gained from new versus refurbished machines (00:29:33) The cyclicality of the ASML machine revenue (00:31:38) Potential production limitations due to capacity (00:33:06) Margin profile and how ASML sets prices (00:34:39) What the concentration of customers looks like (00:39:06) Reasons why an acquisition has not taken place to date (00:40:48) He explains where investor cash flow is directed (00:42:07) An investors perspective on ASML opportunities (00:44:30) How milestones in new technology are regulated and measured (00:47:46) Potential business risks (00:51:27) Lessons he's learned from studying ASML

Et si votre smartphone n'était bientôt plus le centre de votre monde numérique ?C'est le pari de Qualcomm qui vient de frapper un grand coup lors du Mobile World Congress 2026. Le fondeur a en effet dévoilé sa nouvelle puce Snapdragon Wear Elite, une architecture conçue pour propulser une nouvelle génération de terminaux portables, des lunettes connectées aux bagues intelligentes en passant par les pendentifs IA.Un NPU dans les wearables !L'idée est simple mais radicale. Il s'agit de transformer ces accessoires, autrefois de simples extensions, en acteurs autonomes et surpuissants de votre quotidien professionnel.Pour y parvenir, Qualcomm intègre son NPU Hexagon capable de faire tourner des modèles d'IA de plusieurs milliards de paramètres directement en local, à la périphérie du réseau.Concrètement, cette puce change la donne sur deux points critiques.Performance et autonomieD'une part, la performance brute et l'autonomie.Comparée à la génération précédente, la Snapdragon Wear Elite affiche une puissance de calcul multipliée par cinq et une rapidité de lancement des applications sept fois supérieure.Mais la véritable prouesse réside dans sa gestion énergétique.Grâce au "Micro-Power Wi-Fi", la puce permet une synchronisation continue des données avec une consommation infime.Qualcomm promet ainsi une autonomie étendue de 30 % sur une journée type. Et pour les plus pressés, la charge rapide permet de récupérer 50 % de batterie en seulement dix minutes.C'est l'infrastructure indispensable pour que l'IA puisse enfin nous accompagner du matin au soir sans faillir.Quel est l'impact pour l'utilisateur pro ?Mais au-delà des chiffres, quel est l'impact pour l'utilisateur pro ?C'est ici qu'entre en scène l'IA agentique. Cette puce permet à vos appareils de devenir "contextuels".Imaginez par exemple vos lunettes ou votre montre capables d'analyser votre environnement pour anticiper vos besoins.On parle ici de "life-logging" intelligent. Vous pourrez par exemple demander à votre bague où vous avez posé vos clés ou quel était le nom du café où vous avez déjeuné à Paris le mois dernier.Plus impressionnant encore, ces terminaux pourront bientôt agir pour vous, comme commander un repas ou organiser un trajet par simple commande vocale naturelle, sans même sortir votre téléphone de votre poche.Les prochains modèles de Samsung, Google ou Motorola, attendus plus tard cette année, seront les premiers laboratoires de cette émancipation du wearable.Le ZD Tech est sur toutes les plateformes de podcast ! Abonnez-vous !Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

An exciting new cold storage technology seems to be getting closer, Nvidia seemingly wants a slice of the laptop hardware action, why you (and your users) should definitely not use LLMs to “generate” passwords , and whistleblowing when sensitive customer data isn’t being taken seriously. Plugs Support us on patreon and get an ad-free RSS feed with early episodes sometimes ARC and L2ARC Sizing on Proxmox News/discussion Data stored in glass could last over 10,000 years, Microsoft says Nvidia plans a Windows PC SoC, setting up direct competition with Qualcomm, Intel, and AMD Vibe Password Generation: Predictable by Design Free consulting We were asked about whistleblowing when sensitive customer data isn’t being taken seriously. Automox Turnkey Results Endpoint management tailored to your specific environment. Know the plan. Trust the result. Learn more at www.automox.com See our contact page for ways to get in touch.

An exciting new cold storage technology seems to be getting closer, Nvidia seemingly wants a slice of the laptop hardware action, why you (and your users) should definitely not use LLMs to “generate” passwords , and whistleblowing when sensitive customer data isn’t being taken seriously. Plugs Support us on patreon and get an ad-free RSS feed with early episodes sometimes ARC and L2ARC Sizing on Proxmox News/discussion Data stored in glass could last over 10,000 years, Microsoft says Nvidia plans a Windows PC SoC, setting up direct competition with Qualcomm, Intel, and AMD Vibe Password Generation: Predictable by Design Free consulting We were asked about whistleblowing when sensitive customer data isn’t being taken seriously. Automox Turnkey Results Endpoint management tailored to your specific environment. Know the plan. Trust the result. Learn more at www.automox.com See our contact page for ways to get in touch.

In this episode, we sit down with Jess Jensen, founder of Co-Pilot Communications, to talk about building authentic leadership in a digital world. After nearly 20 years inside Fortune 100 companies like Microsoft and Qualcomm, Jess now helps executives and founders find their voice, clarify their message, and show up online in a way that actually reflects who they are. We unpack why differences sell, how vulnerability builds credibility (not weakens it), the real role of AI in content creation, and why LinkedIn and podcasting are powerful tools for modern leaders.   How to Stay Connected with Jess & CO-Pilot Communications: This April, Jess is launching ALTITUDE—a private LinkedIn branding cohort for small business owners on the rise. Only 8 spots. Registration opens in March.  Join the waitlist here: www.copilotcommunications.com/altitude-waitlist Or, connect with Jess on LinkedIn here: https://www.linkedin.com/in/jessicakjensen/   00:00 Guest Intro 01:32 Unreasonable Hospitality 04:03 Radical Candor and Trust 05:14 Digital Presence Funnel 11:03 AI and Authentic Content 20:21 Client Process and Storytelling 25:03 Setting Story Boundaries 25:45 Vulnerability Builds Credibility 31:23 Authenticity Shapes Team Culture 34:46 Dark Social Flywheel 37:36 Podcasting and LinkedIn Strategy

The AI race is no longer just about models — it's about infrastructure, security, and who controls the pipes. On this episode of the Tech Field Day News Rundown, Tom Hollingsworth and Alastair Cooke break down NVIDIA's $4 billion investment in optical networking leaders Lumentum and Coherent, strengthening its AI supercomputing supply chain as competition with AMD and Meta intensifies. They examine the “ClawJacked” vulnerability impacting locally hosted AI agents and what it reveals about governing high-privilege AI systems. A new paper from the Association for Computing Machinery by Mark Russinovich and Scott Hanselman raises concerns that generative AI tools could shrink the junior developer pipeline if companies fail to rethink mentorship. They also discuss reports that attackers leveraged Anthropic's Claude and OpenAI's ChatGPT during a breach of Mexican government systems, underscoring AI's growing role in cybercrime. Plus, Google folds robotics firm Intrinsic into its core business to accelerate physical AI, Accenture acquires Ookla for $1.2 billion to expand AI-driven network services, and Qualcomm outlines its AI-native wireless strategy at Mobile World Congress 2026 as the industry looks ahead to 6G.Time Stamps: 0:00 - Cold Open0:29 - Welcome to the Tech Field Day News Rundown1:20 - NVIDIA Invests $4B in Lumentum and Coherent to Power AI's Optical Future4:42 - OpenClaw Flaw Lets Malicious Websites Take Over Local AI Agents8:08 - Microsoft Leaders Warn AI May Shrink the Developer Talent Pipeline13:36 - Hacker Uses Claude and ChatGPT to Breach Mexican Government Systems16:51 - Google Moves Toward “Android for Robotics” with Intrinsic Integration20:11 - Accenture Acquires Ookla from Ziff Davis24:21 - Claude Outage Follows Surge in Demand Amid White House Dispute28:33 - Qualcomm Unveils AI-Native Wireless Vision at MWC 202632:38 - The Weeks Ahead: Upcoming Tech Field Day Events35:11 - 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.

Oil shocks, gold surges and a familiar tech giant's stumble - markets are suddenly on edge. In this episode of Market View, hosted by Michelle Martin with Ryan Huang, we unpack the forces shaking global markets - from Sea Ltd’s earnings surprise and share price plunge to Singapore’s growing ambitions as a physical gold hub. Gold prices are surging past historic levels as wealthy investors pile into safe havens and policymakers position Singapore as a regional bullion trading center. Meanwhile, a widening Middle East conflict and the Strait of Hormuz blockade threaten global energy flows, pushing Brent crude above $81 and disrupting LNG supplies. We also run through earnings movers including Target, Best Buy, Swiss sneaker maker On, DFI Retail Group and Wilmar International. Plus: the next computing revolution may not be in your phone - tech giants like Qualcomm, Meta, Google and Apple are racing to build AI-powered wearables that blend seamlessly into everyday life. Companies mentioned: Sea Ltd., Target, Best Buy, On Holding, DFI Retail Group, Wilmar International, ST Engineering, Keppel, CapitaLand Integrated Commercial Trust, Qualcomm, Meta, Google, Samsung, Apple, OpenAI.See omnystudio.com/listener for privacy information.

GPS jamming hits the Strait of Hormuz. An Iran linked threat actor uses AI to target Iraqi government officials. Hacktivists leak thousands of DHS contract records. A Hawaii cancer center suffers a data breach. Google patches over a hundred Android vulnerabilities. A new report tallies the scale of third party breaches. An MS-Agent AI framework flaw allows full system compromise. On today's Threat Vector segment, Evan Gordenker, Director of AI Security and DPRK Operations at Unit 42, joins David Moulton to unpack North Korea's hiring scams. Tire tech turns tattletale.  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 North Korea has turned your hiring pipeline into a revenue machine. And most organizations have no idea. Evan Gordenker, Director of AI Security and DPRK Operations at Unit 42, joins David Moulton on today's Threat Vector segment to unpack how this operation actually works. Listen to their full conversation to get more detail and catch new episodes of Threat Vector every Thursday on your favorite podcast app. Selected Reading Attacks on GPS Spike Amid US and Israeli War on Iran (WIRED) Amazon: Drone strikes damaged AWS data centers in Middle East (Bleeping Computer) Iranian Cyber Threat Actor Targets Iraqi Government Officials in AI-Powered Campaign (Infosecurity Magazine) Hacktivists claim to have hacked Homeland Security to release ICE contract data (TechCrunch) UH Cancer Center data breach affects nearly 1.2 million people (Bleeping Computer) Android gets patches for Qualcomm zero-day exploited in attacks (Bleeping Computer) Chrome Gemini panel became privilege escalator for rogue extensions (The Register) Huge “Shadow Layer” of Organizations Hit by Supply Chain Attacks (Infosecurity Magazine) Vulnerability in MS-Agent AI Framework Can Allow Full System Compromise (SecurityWeek) Researchers Uncover Method to Track Cars via Tire Sensors (SecurityWeek) 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

Referências do EpisódioBoletim de segurança do Android – março de 2026Google addresses actively exploited Qualcomm zero-day in fresh batch of 129 Android vulnerabilitiesTaming Agentic Browsers: Vulnerability in Chrome Allowed Extensions to Hijack New Gemini PanelFunnull Resurfaces: Exposing RingH23 Arsenal and MacCMS Supply Chain AttacksThreat Brief: March 2026 Escalation of Cyber Risk Related to IranChecklist rápido para não ser vítima colateral de uma guerra que não é suaRoteiro e apresentação: Carlos CabralEdição de áudio: Paulo Arruzzo Narração de encerramento: Bianca Garcia

Iranian strikes damage AWS data center in Dubai, Qualcomm introduces Wi-Fi 8 chip, ByteDance's Pico unveils Project Swan headset. 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 support the showContinue reading "Apple Announces iPhone 17e and M4 iPad Air – DTH"

Ce lundi 2 mars, François Sorel a reçu Frédéric Simottel, journaliste BFM Business, et Jérôme Colombain, journaliste et créateur du podcast « Monde Numérique ». Ils se sont penchés sur les grandes annonces de la 20ème édition du MWC à Barcelone, les télécoms au cœur des enjeux de souveraineté lors de ce MWC, la robotique jusqu'aux smartphones pour Honor et la présentation de ses nouveaux robots humanoïdes, la présentation des Galaxy S26 de Samsung, la mise de Xiaomi sur la photo avec son 17 Ultra, la préparation d'une puce surpuissante chez Qualcomm, la mise de TCL sur les lunettes connectées, ainsi que le souhait d'Huawei de concurrencer Nvidia sur les puces, dans l'émission Tech & Co, la quotidienne, depuis le MWC à Barcelone, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez-la en podcast.

Today, we've got Joe Ohr and Marli Hall from NMFTA to discuss the launch of SCAC Verified and why identity verification is quickly becoming a non-negotiable standard in freight brokerage, trucking, and supply chain operations! As verification requirements tighten across the industry, this NMFTA-led initiative strengthens carrier legitimacy through biometric verification, helping brokers, shippers, and carriers combat rising cargo theft, chameleon carriers, and digital fraud risks. We also cover the upcoming Freight Fraud Prevention Hub launching on March 3rd, a collaborative resource packed with best practices, fraud trends, and actionable strategies designed to protect logistics providers across the transportation industry.  As regulatory pressure increases from the FMCSA and fraud continues to escalate, maintaining an active SCAC code and adopting verification tools early will separate legitimate carriers from bad actors, build trust faster during onboarding, and create a real competitive advantage in today's freight market, because moving freight safely now starts with proving who you are! Visit this link to learn more: https://freightfraudhub.com/   About Joe Ohr Joe Ohr has more than two decades of experience in technical operations, customer success management, customer support, and product support. Currently serving as the Chief Operating Officer for the National Motor Freight Traffic Association, Inc. (NMFTA)™, he plays a pivotal role in helping to advance the industry through digitization, classification, and cybersecurity. Prior to Ohr's role at NMFTA, he served as in numerous engineering and operations positions at Qualcomm and Eaton, and most recently held the position of Senior Vice President of Operations/Customer Experience at Omnitracs. Throughout his career, Ohr has provided strategic guidance, vision, and a roadmap for addressing long-term customer challenges. He has played a key role in accelerating revenue growth and has collaborated closely with IT, product, and engineering teams to foster stronger partnerships with strategic customers and peers. Additionally, Ohr has overseen post sales customer support and service teams, as well as operations, managing a workforce of over 400 individuals. He holds multiple certifications such as CCNA from Cisco and MCSE from Microsoft and earned his Bachelor of Science in Education from the Ohio State University. Due to his contributions to the industry, he earned a spot in the Inner Circle in 2015 and 2018 from Qualcomm and Omnitracs.   About Marli Hall Marli Hall is the Director of Communications and Marketing at the National Motor Freight Traffic Association (NMFTA), where she leads strategic communication efforts to enhance the organization's visibility and reputation within the freight transportation industry. In this role, Marli oversees media relations, manages key messaging, and develops public relations campaigns that promote NMFTA's initiatives, partnerships, and contributions to the sector. She started with NMFTA in August 2022, previously serving as the director of communications and member services, and earlier as a communications specialist. Prior to NMFTA, Marli was the senior director of outreach & engagement at the Truckload Carriers Association (TCA) for nearly a decade. She directed marketing and communications strategies to promote TCA's educational programs, image initiatives, and outreach efforts. She holds a bachelor's degree in news editorial from West Virginia University and graduated from the Public Affairs & Advocacy Institute at American University. Marli has served as an FMCSA Our Roads Our Safety Program Partner and was nominated to the Women of Trucking Advisory Board. Marli resides in Alexandria, VA, with her husband, Chris, and enjoys visiting her family's 300-acre cattle farm and attending concerts.  

In today's episode, we sit down with Ganesh Swaminathan, VP and GM at Qualcomm, to discuss how Wi-Fi is evolving beyond simple connectivity into the foundation of intelligent, adaptive experiences. As artificial intelligence moves onto devices and into everyday environments, a new category is emerging: agentic AI — systems that can perceive context, make decisions, and act on behalf of users — requiring networks to become responsive rather than passive infrastructure. Martha and Ganesh explore why some technology leaders believe “AI is the new UI,” and how on-device and edge AI enable faster, more private, and more personalized interactions. They also examine how Wi-Fi 7 and the forthcoming Wi-Fi 8 support real-time responsiveness, allowing networks to prioritize traffic, sense activity, and adjust automatically. Tune in to learn how AI and Wi-Fi are shaping modern digital experiences.For Wi-Fi AllianceFor Membership InfoGeneral Contact

Ireland's National Competence Centre in Semiconductors (I-C3), a significant milestone in Ireland's commitment to semiconductor innovation and European collaboration under the European Chips Act, invites startups and SMEs to lead the future of chips innovation. I-C3 will focus on startups and SMEs by providing access to essential resources, including funding pathways, training, design tools and pilot line facilities. Its mission is to empower Ireland's startups and SMEs in the semiconductor sector with hands-on access to design, production, funding and training to accelerate innovation and growth in Ireland's semiconductor sector. National Competence Centre in Semiconductors for Startups Commenting on the launch, Peter Burke TD, Minister for Enterprise, Tourism and Employment said: "As a hub for the semiconductor ecosystem, my Department is delighted that I-C3 will ensure that opportunities as part of the Chips for Europe Initiative are accessible for businesses of all sizes within the industry, along with bringing greater diversity of expertise and depth of innovation to the knowledge base of the semiconductor ecosystem in Europe. I-C3's launch is another significant milestone in the delivery of Silicon Island: Ireland's National Semiconductor Strategy. "With this launch, my Department is very excited about I-C3's ability to empower Irish SMEs to scale internationally, drive innovation across the semiconductor ecosystem and create high-value jobs. I-C3 will also facilitate the development of skills and talent, and build on our strengths by enhancing the relationship between infrastructure, industry, and RD&I capability to ensure Ireland leads in advanced manufacturing and chip design." Co-ordinated by Tyndall National Institute and supported by the Department of Enterprise, Tourism and Employment (DETE) through Enterprise Ireland, with co-funding secured from the European Union under the Chips Joint Undertaking (Chips JU), I-C3 is a consortium comprising Tyndall National Institute, a research flagship of University College Cork (UCC), MCCI, MIDAS Ireland, NovaUCD, and University College Dublin. The new I-C3 Competence Centre is one of 30 being established across 27 EU countries to strengthen Europe's semiconductor ecosystem. The initiative builds on Ireland's vibrant and extensive semiconductor industry comprising over 130 indigenous and foreign subsidiary companies, employing over 20,000 people, part of a 175,000-person strong broader ICT sector with overall exports of €13.5 billion worth of products annually. Multinational leaders such as Intel, Apple, Qualcomm, AMD, and Analog Devices have long invested in Irish R&D. I-C3 aims to further elevate Ireland's global standing in semiconductor innovation. Professor William Scanlon, CEO, Tyndall, said: "I?C3 plays a key role in delivering Ireland's Semiconductor Strategy, Silicon Island, and it is fantastic to see the centre operational and actively supporting Irish start?ups and SMEs to accelerate and scale their businesses. I?C3 is helping companies across all sectors that use semiconductor technologies to secure investment, access specialist training, and connect to European pilot lines." Joe Healy, Divisional Manager, Research, Innovation and Infrastructure at Enterprise Ireland said: "With the support of I-C3, Ireland is set to double the number of people employed in semi-conductor startups and SMEs by 2030. The centre will act as a catalyst for innovation, collaboration, and growth, ensuring that Irish stakeholders, from academia to industry, can fully participate in the Chips for Europe Initiative." About Tyndall National Institute Tyndall is a leading European deep-tech research centre in integrated ICT (Information and Communications Technology) materials, devices, circuits and systems and a research flagship of University College Cork. Tyndall is Ireland's largest Research and Technology Organisation (RTO) specialising in both electronics and photonics. Tyndall works...

In the span of days, the “AI news cycle” moved again: OpenClaw has been acquired.Craig Lauer (longtime Qualcomm builder turned angel investor), Ross Young (CEO of Clinically AI, building tools for behavioral health), and Greg Moser (CEO of ShipCalm) break down what they're seeing… then Greg takes it from theory to practice with a real demo of how he's deployed autonomous agents inside his company via Slack.Key Topics:* Why OpenClaw's biggest breakthrough wasn't just autonomy - it was memory + agency* The difference between 1:1 AI chat and social, collaborative AI inside teams* Why “execution” may no longer be the moat - mental models might be* How to think about AI security when giving agents real power* What the “adoption layer” means - and why it may be the next big opportunity* How companies can move from AI-curious to AI-nativeLinks & resources* ShipCalm* Clinically AI* CursorConnect on LinkedIn* Craig Lauer* Ross Young * Greg Moser* Neal Bloom This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit risingtidepartners.substack.com/subscribe

Qualcomm (QCOM) is the subject of this week's Tech Corner. George Tsilis profiles the semiconductor company's multi-pronged approach to various technologies such as 5G, AI, IoT, robotics and autonomous driving. He breaks down the various components of Qualcomm's business and explains how its relationship with Apple (AAPL) could be nearing an end. Later, George highlights several technical indicators to pay attention to on the QCOM chart. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Au-delà des fantasmes autour de la 4G/5G, on analyse les enjeux bien réels des puces : brevets, licences et positions dominantes. On explique comment certaines pratiques de licence (notamment chez Qualcomm) pèsent sur les prix et l'innovation, avec un détour par les batailles judiciaires face à Apple. Jean‑Baptiste Kempf apporte son regard d'ingénieur et de connaisseur des standards pour décortiquer ce système et ses alternatives.En plateau Michaël de Marliave — animateur Jean-Baptiste Kempf — invité (VideoLAN) BastiUi — invité➤ Pour découvrir Mammouth IA : https://mammouth.ai/➤ Pour le Merch Micode et Underscore_ : https://traphic.fr/collections/micode⚠️ Précommandes avant le 15 Janvier ! Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

After years of ignoring and maligning Windows, Microsoft has finally woken up and is making some happy noises. Last week, we discussed how Microsoft plans to improve the quality of Windows and that there are already many signs of that work in various security features and new OneDrive Folder Backup changes - plus those two new direct reports to Nadella. Then, Microsoft announced its Windows Baseline Security Mode and User Transparency and Consent initiatives with questions about the timing. And now, Microsoft just explained Windows 11 version 26H1, and it's not like 24H2 at all despite being tied to Snapdragon X2 silicon.Something happened ... and that something is tied to 26H1 26H1: Only for Snapdragon X2, a "scoped release," based on a "different core" from 24H2 and 25H2 You cannot upgrade 24H2 or 25H2 to 26H1 You cannot upgrade 26H1 to 26H2 (!) - instead, those on 26H1 "will have a path to update in a future Windows release." - Is that future Windows release Windows 12? Probably 24H2, 25H2, and 26H1 will all have the same user-facing features, this has been the case with all support Windows (11) versions for 2+ years (Remember, this is not what happened with 24H2. Shipped early on Snapdragon X1, but was made available to all Windows 11 PCs later that year) So why is this happening now? Fortune 500/corporate customer pushback on AI is one guess This is GOOD news, however it all unfolds More Windows 11 Yesterday was Patch Tuesday, so get to work. Updates this month include: Agent in Settings (Copilot+ PCs only) improvements. Settings improvements, cross-device Resume improvements, Windows MIDI Services improvements, Narrator improvements, Smart App Control improvements, Windows Hello New ESS improvements, and File Explorer improvements Somewhat related to the quality/security push noted above, Microsoft is rolling out new Secure Boot certificates this year for older (pre-2024/25) PCs Microsoft announces a Store CLI that does (almost) nothing new compared to winget New Dev and Beta builds with minor changes: Emoji 16.0, camera improvements, various fixes More earnings Amazon hits $213.4 billion in revenues, will spend $200 billion CAPEX/AI infrastructure this fiscal year, more than Google ($175/$185 billion) or Microsoft (estimated $150+ billion) Qualcomm $12.25 billion in revenues, up 5 percent Alphabet/Google - Up 18 percent (!) to $113.8 billion - 750 million MAUs on Gemini, 74 percent of revenues come from advertising Spotify - somehow has over 750 million MAUs now AI and dev OpenAI and Anthropic release dueling agentic AI coding models that do more than agentic AI coding within minutes of each other Ads appear in ChatGPT Free and Go as threatened Duck.ai adds private, anonymous real-time AI voice chat NET 11 Preview 1 arrives, but there's nothing major here Xbox & games Microsoft announces the 2025 Xbox Excellence Awards Celebrate 35 years of Id Software - Castle Wolfenstein 3D was a wake-up call for PC gaming, but DOOM was a miracle, and Quake was a real WTF moment Sony sold 8 million PlayStation 5s (down 16 percent YOY) in the holiday quarter, 92 million (!) overall Valve predictably delays the vaporware Steam Machine Epic Games is having a winter sale - for example, Silent Hill 2, GTA V Enhanced are 50 percentR These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/970 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: threatlocker.com/twit helixsleep.com/windows trustedtech.team/windowsweekly365 cachefly.com/twit

After years of ignoring and maligning Windows, Microsoft has finally woken up and is making some happy noises. Last week, we discussed how Microsoft plans to improve the quality of Windows and that there are already many signs of that work in various security features and new OneDrive Folder Backup changes - plus those two new direct reports to Nadella. Then, Microsoft announced its Windows Baseline Security Mode and User Transparency and Consent initiatives with questions about the timing. And now, Microsoft just explained Windows 11 version 26H1, and it's not like 24H2 at all despite being tied to Snapdragon X2 silicon.Something happened ... and that something is tied to 26H1 26H1: Only for Snapdragon X2, a "scoped release," based on a "different core" from 24H2 and 25H2 You cannot upgrade 24H2 or 25H2 to 26H1 You cannot upgrade 26H1 to 26H2 (!) - instead, those on 26H1 "will have a path to update in a future Windows release." - Is that future Windows release Windows 12? Probably 24H2, 25H2, and 26H1 will all have the same user-facing features, this has been the case with all support Windows (11) versions for 2+ years (Remember, this is not what happened with 24H2. Shipped early on Snapdragon X1, but was made available to all Windows 11 PCs later that year) So why is this happening now? Fortune 500/corporate customer pushback on AI is one guess This is GOOD news, however it all unfolds More Windows 11 Yesterday was Patch Tuesday, so get to work. Updates this month include: Agent in Settings (Copilot+ PCs only) improvements. Settings improvements, cross-device Resume improvements, Windows MIDI Services improvements, Narrator improvements, Smart App Control improvements, Windows Hello New ESS improvements, and File Explorer improvements Somewhat related to the quality/security push noted above, Microsoft is rolling out new Secure Boot certificates this year for older (pre-2024/25) PCs Microsoft announces a Store CLI that does (almost) nothing new compared to winget New Dev and Beta builds with minor changes: Emoji 16.0, camera improvements, various fixes More earnings Amazon hits $213.4 billion in revenues, will spend $200 billion CAPEX/AI infrastructure this fiscal year, more than Google ($175/$185 billion) or Microsoft (estimated $150+ billion) Qualcomm $12.25 billion in revenues, up 5 percent Alphabet/Google - Up 18 percent (!) to $113.8 billion - 750 million MAUs on Gemini, 74 percent of revenues come from advertising Spotify - somehow has over 750 million MAUs now AI and dev OpenAI and Anthropic release dueling agentic AI coding models that do more than agentic AI coding within minutes of each other Ads appear in ChatGPT Free and Go as threatened Duck.ai adds private, anonymous real-time AI voice chat NET 11 Preview 1 arrives, but there's nothing major here Xbox & games Microsoft announces the 2025 Xbox Excellence Awards Celebrate 35 years of Id Software - Castle Wolfenstein 3D was a wake-up call for PC gaming, but DOOM was a miracle, and Quake was a real WTF moment Sony sold 8 million PlayStation 5s (down 16 percent YOY) in the holiday quarter, 92 million (!) overall Valve predictably delays the vaporware Steam Machine Epic Games is having a winter sale - for example, Silent Hill 2, GTA V Enhanced are 50 percentR These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/970 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: threatlocker.com/twit helixsleep.com/windows trustedtech.team/windowsweekly365 cachefly.com/twit

After years of ignoring and maligning Windows, Microsoft has finally woken up and is making some happy noises. Last week, we discussed how Microsoft plans to improve the quality of Windows and that there are already many signs of that work in various security features and new OneDrive Folder Backup changes - plus those two new direct reports to Nadella. Then, Microsoft announced its Windows Baseline Security Mode and User Transparency and Consent initiatives with questions about the timing. And now, Microsoft just explained Windows 11 version 26H1, and it's not like 24H2 at all despite being tied to Snapdragon X2 silicon.Something happened ... and that something is tied to 26H1 26H1: Only for Snapdragon X2, a "scoped release," based on a "different core" from 24H2 and 25H2 You cannot upgrade 24H2 or 25H2 to 26H1 You cannot upgrade 26H1 to 26H2 (!) - instead, those on 26H1 "will have a path to update in a future Windows release." - Is that future Windows release Windows 12? Probably 24H2, 25H2, and 26H1 will all have the same user-facing features, this has been the case with all support Windows (11) versions for 2+ years (Remember, this is not what happened with 24H2. Shipped early on Snapdragon X1, but was made available to all Windows 11 PCs later that year) So why is this happening now? Fortune 500/corporate customer pushback on AI is one guess This is GOOD news, however it all unfolds More Windows 11 Yesterday was Patch Tuesday, so get to work. Updates this month include: Agent in Settings (Copilot+ PCs only) improvements. Settings improvements, cross-device Resume improvements, Windows MIDI Services improvements, Narrator improvements, Smart App Control improvements, Windows Hello New ESS improvements, and File Explorer improvements Somewhat related to the quality/security push noted above, Microsoft is rolling out new Secure Boot certificates this year for older (pre-2024/25) PCs Microsoft announces a Store CLI that does (almost) nothing new compared to winget New Dev and Beta builds with minor changes: Emoji 16.0, camera improvements, various fixes More earnings Amazon hits $213.4 billion in revenues, will spend $200 billion CAPEX/AI infrastructure this fiscal year, more than Google ($175/$185 billion) or Microsoft (estimated $150+ billion) Qualcomm $12.25 billion in revenues, up 5 percent Alphabet/Google - Up 18 percent (!) to $113.8 billion - 750 million MAUs on Gemini, 74 percent of revenues come from advertising Spotify - somehow has over 750 million MAUs now AI and dev OpenAI and Anthropic release dueling agentic AI coding models that do more than agentic AI coding within minutes of each other Ads appear in ChatGPT Free and Go as threatened Duck.ai adds private, anonymous real-time AI voice chat NET 11 Preview 1 arrives, but there's nothing major here Xbox & games Microsoft announces the 2025 Xbox Excellence Awards Celebrate 35 years of Id Software - Castle Wolfenstein 3D was a wake-up call for PC gaming, but DOOM was a miracle, and Quake was a real WTF moment Sony sold 8 million PlayStation 5s (down 16 percent YOY) in the holiday quarter, 92 million (!) overall Valve predictably delays the vaporware Steam Machine Epic Games is having a winter sale - for example, Silent Hill 2, GTA V Enhanced are 50 percentR These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/970 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: threatlocker.com/twit helixsleep.com/windows trustedtech.team/windowsweekly365 cachefly.com/twit

After years of ignoring and maligning Windows, Microsoft has finally woken up and is making some happy noises. Last week, we discussed how Microsoft plans to improve the quality of Windows and that there are already many signs of that work in various security features and new OneDrive Folder Backup changes - plus those two new direct reports to Nadella. Then, Microsoft announced its Windows Baseline Security Mode and User Transparency and Consent initiatives with questions about the timing. And now, Microsoft just explained Windows 11 version 26H1, and it's not like 24H2 at all despite being tied to Snapdragon X2 silicon.Something happened ... and that something is tied to 26H1 26H1: Only for Snapdragon X2, a "scoped release," based on a "different core" from 24H2 and 25H2 You cannot upgrade 24H2 or 25H2 to 26H1 You cannot upgrade 26H1 to 26H2 (!) - instead, those on 26H1 "will have a path to update in a future Windows release." - Is that future Windows release Windows 12? Probably 24H2, 25H2, and 26H1 will all have the same user-facing features, this has been the case with all support Windows (11) versions for 2+ years (Remember, this is not what happened with 24H2. Shipped early on Snapdragon X1, but was made available to all Windows 11 PCs later that year) So why is this happening now? Fortune 500/corporate customer pushback on AI is one guess This is GOOD news, however it all unfolds More Windows 11 Yesterday was Patch Tuesday, so get to work. Updates this month include: Agent in Settings (Copilot+ PCs only) improvements. Settings improvements, cross-device Resume improvements, Windows MIDI Services improvements, Narrator improvements, Smart App Control improvements, Windows Hello New ESS improvements, and File Explorer improvements Somewhat related to the quality/security push noted above, Microsoft is rolling out new Secure Boot certificates this year for older (pre-2024/25) PCs Microsoft announces a Store CLI that does (almost) nothing new compared to winget New Dev and Beta builds with minor changes: Emoji 16.0, camera improvements, various fixes More earnings Amazon hits $213.4 billion in revenues, will spend $200 billion CAPEX/AI infrastructure this fiscal year, more than Google ($175/$185 billion) or Microsoft (estimated $150+ billion) Qualcomm $12.25 billion in revenues, up 5 percent Alphabet/Google - Up 18 percent (!) to $113.8 billion - 750 million MAUs on Gemini, 74 percent of revenues come from advertising Spotify - somehow has over 750 million MAUs now AI and dev OpenAI and Anthropic release dueling agentic AI coding models that do more than agentic AI coding within minutes of each other Ads appear in ChatGPT Free and Go as threatened Duck.ai adds private, anonymous real-time AI voice chat NET 11 Preview 1 arrives, but there's nothing major here Xbox & games Microsoft announces the 2025 Xbox Excellence Awards Celebrate 35 years of Id Software - Castle Wolfenstein 3D was a wake-up call for PC gaming, but DOOM was a miracle, and Quake was a real WTF moment Sony sold 8 million PlayStation 5s (down 16 percent YOY) in the holiday quarter, 92 million (!) overall Valve predictably delays the vaporware Steam Machine Epic Games is having a winter sale - for example, Silent Hill 2, GTA V Enhanced are 50 percentR These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/970 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: threatlocker.com/twit helixsleep.com/windows trustedtech.team/windowsweekly365 cachefly.com/twit

After years of ignoring and maligning Windows, Microsoft has finally woken up and is making some happy noises. Last week, we discussed how Microsoft plans to improve the quality of Windows and that there are already many signs of that work in various security features and new OneDrive Folder Backup changes - plus those two new direct reports to Nadella. Then, Microsoft announced its Windows Baseline Security Mode and User Transparency and Consent initiatives with questions about the timing. And now, Microsoft just explained Windows 11 version 26H1, and it's not like 24H2 at all despite being tied to Snapdragon X2 silicon.Something happened ... and that something is tied to 26H1 26H1: Only for Snapdragon X2, a "scoped release," based on a "different core" from 24H2 and 25H2 You cannot upgrade 24H2 or 25H2 to 26H1 You cannot upgrade 26H1 to 26H2 (!) - instead, those on 26H1 "will have a path to update in a future Windows release." - Is that future Windows release Windows 12? Probably 24H2, 25H2, and 26H1 will all have the same user-facing features, this has been the case with all support Windows (11) versions for 2+ years (Remember, this is not what happened with 24H2. Shipped early on Snapdragon X1, but was made available to all Windows 11 PCs later that year) So why is this happening now? Fortune 500/corporate customer pushback on AI is one guess This is GOOD news, however it all unfolds More Windows 11 Yesterday was Patch Tuesday, so get to work. Updates this month include: Agent in Settings (Copilot+ PCs only) improvements. Settings improvements, cross-device Resume improvements, Windows MIDI Services improvements, Narrator improvements, Smart App Control improvements, Windows Hello New ESS improvements, and File Explorer improvements Somewhat related to the quality/security push noted above, Microsoft is rolling out new Secure Boot certificates this year for older (pre-2024/25) PCs Microsoft announces a Store CLI that does (almost) nothing new compared to winget New Dev and Beta builds with minor changes: Emoji 16.0, camera improvements, various fixes More earnings Amazon hits $213.4 billion in revenues, will spend $200 billion CAPEX/AI infrastructure this fiscal year, more than Google ($175/$185 billion) or Microsoft (estimated $150+ billion) Qualcomm $12.25 billion in revenues, up 5 percent Alphabet/Google - Up 18 percent (!) to $113.8 billion - 750 million MAUs on Gemini, 74 percent of revenues come from advertising Spotify - somehow has over 750 million MAUs now AI and dev OpenAI and Anthropic release dueling agentic AI coding models that do more than agentic AI coding within minutes of each other Ads appear in ChatGPT Free and Go as threatened Duck.ai adds private, anonymous real-time AI voice chat NET 11 Preview 1 arrives, but there's nothing major here Xbox & games Microsoft announces the 2025 Xbox Excellence Awards Celebrate 35 years of Id Software - Castle Wolfenstein 3D was a wake-up call for PC gaming, but DOOM was a miracle, and Quake was a real WTF moment Sony sold 8 million PlayStation 5s (down 16 percent YOY) in the holiday quarter, 92 million (!) overall Valve predictably delays the vaporware Steam Machine Epic Games is having a winter sale - for example, Silent Hill 2, GTA V Enhanced are 50 percentR These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/970 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: threatlocker.com/twit helixsleep.com/windows trustedtech.team/windowsweekly365 cachefly.com/twit

After years of ignoring and maligning Windows, Microsoft has finally woken up and is making some happy noises. Last week, we discussed how Microsoft plans to improve the quality of Windows and that there are already many signs of that work in various security features and new OneDrive Folder Backup changes - plus those two new direct reports to Nadella. Then, Microsoft announced its Windows Baseline Security Mode and User Transparency and Consent initiatives with questions about the timing. And now, Microsoft just explained Windows 11 version 26H1, and it's not like 24H2 at all despite being tied to Snapdragon X2 silicon.Something happened ... and that something is tied to 26H1 26H1: Only for Snapdragon X2, a "scoped release," based on a "different core" from 24H2 and 25H2 You cannot upgrade 24H2 or 25H2 to 26H1 You cannot upgrade 26H1 to 26H2 (!) - instead, those on 26H1 "will have a path to update in a future Windows release." - Is that future Windows release Windows 12? Probably 24H2, 25H2, and 26H1 will all have the same user-facing features, this has been the case with all support Windows (11) versions for 2+ years (Remember, this is not what happened with 24H2. Shipped early on Snapdragon X1, but was made available to all Windows 11 PCs later that year) So why is this happening now? Fortune 500/corporate customer pushback on AI is one guess This is GOOD news, however it all unfolds More Windows 11 Yesterday was Patch Tuesday, so get to work. Updates this month include: Agent in Settings (Copilot+ PCs only) improvements. Settings improvements, cross-device Resume improvements, Windows MIDI Services improvements, Narrator improvements, Smart App Control improvements, Windows Hello New ESS improvements, and File Explorer improvements Somewhat related to the quality/security push noted above, Microsoft is rolling out new Secure Boot certificates this year for older (pre-2024/25) PCs Microsoft announces a Store CLI that does (almost) nothing new compared to winget New Dev and Beta builds with minor changes: Emoji 16.0, camera improvements, various fixes More earnings Amazon hits $213.4 billion in revenues, will spend $200 billion CAPEX/AI infrastructure this fiscal year, more than Google ($175/$185 billion) or Microsoft (estimated $150+ billion) Qualcomm $12.25 billion in revenues, up 5 percent Alphabet/Google - Up 18 percent (!) to $113.8 billion - 750 million MAUs on Gemini, 74 percent of revenues come from advertising Spotify - somehow has over 750 million MAUs now AI and dev OpenAI and Anthropic release dueling agentic AI coding models that do more than agentic AI coding within minutes of each other Ads appear in ChatGPT Free and Go as threatened Duck.ai adds private, anonymous real-time AI voice chat NET 11 Preview 1 arrives, but there's nothing major here Xbox & games Microsoft announces the 2025 Xbox Excellence Awards Celebrate 35 years of Id Software - Castle Wolfenstein 3D was a wake-up call for PC gaming, but DOOM was a miracle, and Quake was a real WTF moment Sony sold 8 million PlayStation 5s (down 16 percent YOY) in the holiday quarter, 92 million (!) overall Valve predictably delays the vaporware Steam Machine Epic Games is having a winter sale - for example, Silent Hill 2, GTA V Enhanced are 50 percentR These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/970 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: threatlocker.com/twit helixsleep.com/windows trustedtech.team/windowsweekly365 cachefly.com/twit

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über sprunghafte Anleger, das krasse Cloudflare-Versprechen und ein furioses Comeback von Luxus. Außerdem geht es um Alphabet, Seagate, Western Digital, Robinhood, Lyft, Mattel, Hasbro, Marriott, Hilton, Ferrari, Kering, Marsh, Arthur Gallgher, Aon und Willis Towers Watson stürzen in den USA ab, dann in Europa: die Aktien von Allianz, Zürich, Axa, Aviva, Raymond James, Charles Schwab, Micron Technology, Cisco, Intel, Verizon, Qualcomm, Toyota, British American Tobacco, Siemens, Novartis, Bayer, Total Energies, GSK, General Motors, AT&T, Bank of America, Applied Materials, Citigroup und Ford, Amundi Global Luxury ETF (WKN: A2H564), iShares Edge MSCI World Value Factor ETF (WKN: A12ATG), iShares Edge MSCI Europe Value Factor ETF (WKN: A12DPP), iShares Edge MSCI USA Value Factor ETF (WKN: A2AP35), iShares Core MSCI World ETF (WKN: A0RPWH). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Tesla is embarking on a shift in business operations, and the implications for the semiconductor industry could be significant. In this video, we examine Tesla's 2026 capital expenditure (CapEx) outlook through the lens of operating leverage.With a projected $20 billion in CapEx for 2026—not including the proposed TeraFab, Tesla is moving further away from being just an automaker and closer to becoming a vertically integrated robotics and AI powerhouse. What does this mean for current suppliers like Nvidia, Qualcomm, and Micron? We break down the risks of Tesla shoring up its own supply chain and how it could shift pricing power back away from the chipmakers.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. #Tesla #TSLA #Semiconductors #ChipStocks #Investing #Optimus #AI #SupplyChain #FinanceEducation

Recorded February 4, 2026. We also cover the upcoming Steam Machine, sad GPU trends, and the arc of the Arc B770. We've got our review of the Thrustmaster T248R and rapidly dive into AMD's glorious financial success, plus a splash of ARM's Q3 results.  Surprise!  There are discussions on memory prices, Nvidia's RTX 50 series supply, and the weeks "best" security breaches.Powered by Clippy.Timestamps:0:00 Intro00:25 Patreon01:16 Food with Josh02:36 AMD Financials08:43 Arm Financials11:45 AMD says Steam Machine still on track for early 2026 (until it isn't)13:30 New memory price outlook has DDR5 doubling again in Q114:48 Low VRAM GPUs reportedly 75 percent of NVIDIA Q1 supply16:45 AMD also in the lower VRAM game19:45 Intel Arc B770 is supposedly canceled22:17 Spinning rust lives on25:33 Qualcomm loses chief CPU architect27:09 PCPer (possibly) influences Microsoft to backpedal on AI features!31:31 5GbE is getting more affordable33:44 (In)Security Corner43:32 Gaming Quick Hits47:56 Josh reviews the Thrustmaster T248R55:45 Picks of the Week1:07:56 Outro ★ Support this podcast on Patreon ★

Amazon which posted solid headline profits, but saw a market recoil as expectations collide with a US$200bn AI spending plan. So why did Wall Street blink? AWS shines with robust margins and growth, underscoring where Amazon’s real engine lies — the cloud and AI arms race. Meanwhile, Bitcoin sinks deeper into correction territory and silver struggles to stabilise after sharp volatility. Earnings season delivers mixed signals as Reddit and Roblox surge while tariff pressures crush consumer brands. All this as US and Singapore markets wobble, unpacked hosted by Michelle Martin with Ryan Huang. Hear about :Amazon, Amazon Web Services, Alphabet, Qualcomm, Reddit, Roblox, Ralph Lauren, Estée Lauder, DBS, CapitaLand China Trust, Elite UK REIT.See omnystudio.com/listener for privacy information.

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

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

Listen for the latest from Bloomberg News See omnystudio.com/listener for privacy information.

Kevin Green kicks off Thursday's market coverage with his eyes on the weakness in tech and comm. services on the heels of Alphabet (GOOGL) earnings. He says the ripple effects could impact other names, adding $170 "has to hold" for Nvidia (NVDA). For GOOGL, he says the re-rated "aggressively higher" capex spend was up sharply from market expectations, as Google Deepmind and its AI capabilities continue to spend heavily. KG also examines Qualcomm's (QCOM) downward post-earnings move and Bitcoin's (/BTC) continued fall so far this month. For the S&P 500 (SPX), KG says "keep your head on a swivel" while he projects a wide range today with 6750 to the downside and 6930 to the upside.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Market update for Thursday February 5, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode:Tech stocks slide for a second straight day as market continues to broadenGoogle crushes earnings, but massive AI capex plans raise concerns on Wall StreetSpaceX looks to fast-track its way into major stock indexes ahead of a potential IPOSnap surprises investors with a rare profitable quarter, while Qualcomm sinks on weak guidanceFun fact: Nintendo brings back the Virtual Boy

APAC stocks were mostly lower following the continued tech selling stateside and flip-flopping regarding US-Iran talks, while commodities were pressured overnight with silver prices dropping by a double-digit percentage.Earnings saw Alphabet shares fall 2.0%, ARM Holdings slip 8.6%, and Qualcomm slump 10.3% after market.US President Trump said not much doubt that interest rates will be lowered and thinks that Warsh wants to cut rates anyway.US BLS rescheduled the January employment report for Feb. 11th, while it rescheduled December job openings and labour turnover report for February 5th, and rescheduled January CPI to February 13th.Looking ahead, highlights include German Factory Orders (Dec), EZ Retail Sales (Dec), US Challenger (Jan), Weekly/Continuing Jobless Claims, Revelio PLS, ECB Announcement, BoE Announcement & MPR, Banxico Announcement, CNB Announcement. Speakers include BoE's Bailey, ECB's Lagarde, Fed's Bostic, BoC's Macklem & RBA's Bullock. Supply from Spain & France.Earnings from Amazon, Strategy, Roblox, Reddit, Bloom Energy, ConocoPhillips, Bristol Myers Squibb, Barrick Mining, Cigna, Linde, Shell, Unilever & UniCredit.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Um 13:15 Uhr MEZ sind plötzlich die Futures an der Wall Street stark zurückgelaufen. Auch CNBC rätselt, was um genau diese Zeit den Verkaufsdruck ausgelöst hat. Kurz danach meldete der Personalberater Challenger Gray überraschend viele Entlassungen der Privatwirtschaft im Januar. Die Reaktionen auf die seit gestern Abend gemeldeten Ergebnisse sind erneut überwiegend negativ, mit auch den Aktien von Google, ARM, Carrier Global, Peloton und Qualcomm teils stärker unter Druck. Bei Google liegt es vor allem an der hohen Erwartungshaltung, bei ARM an den nur gering besser als erwarteten Zahlen, und bei Qualcomm an verfehlten Ertragsaussichten. Die soliden Ergebnisse und Aussichten heben die Aktien von Elf Beauty an, während Estee Lauder trotz der guten Zahlen abtaucht. Broadcom und andere Aktien im Bereich der KI-Infrastruktur werden von den sehr hohen Investitionsplänen von Google profitieren. Gestern gab es erste Zeichen eines bevorstehenden Bounces bei den stark gebeutelten Software-Aktien. Salesforce wird heute bei dem Anlegermagazin Barron's als sehr günstig beschrieben. Ein Podcast - featured by Handelsblatt. ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Vistazo a Alphabet, Qualcomm, Estée Lauder y Amazon. Con Candela Casanueva, gestora de Renta 4 Gestora.

Um 13:15 Uhr MEZ sind plötzlich die Futures an der Wall Street stark zurückgelaufen. Auch CNBC rätselt, was um genau diese Zeit den Verkaufsdruck ausgelöst hat. Kurz danach meldete der Personalberater Challenger Gray überraschend viele Entlassungen der Privatwirtschaft im Januar. Die Reaktionen auf die seit gestern Abend gemeldeten Ergebnisse sind erneut überwiegend negativ, mit auch den Aktien von Google, ARM, Carrier Global, Peloton und Qualcomm teils stärker unter Druck. Bei Google liegt es vor allem an der hohen Erwartungshaltung, bei ARM an den nur gering besser als erwarteten Zahlen, und bei Qualcomm an verfehlten Ertragsaussichten. Die soliden Ergebnisse und Aussichten heben die Aktien von Elf Beauty an, während Estee Lauder trotz der guten Zahlen abtaucht. Broadcom und andere Aktien im Bereich der KI-Infrastruktur werden von den sehr hohen Investitionsplänen von Google profitieren. Gestern gab es erste Zeichen eines bevorstehenden Bounces bei den stark gebeutelten Software-Aktien. Salesforce wird heute bei dem Anlegermagazin Barron's als sehr günstig beschrieben. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Wall Street slumped after Alphabet’s capital spending plans unsettled investors, while a weak outlook from Qualcomm deepened the tech sell-off. In Europe, the European Central Bank and the Bank of England kept interest rates unchanged, while Rio Tinto and Glencore separately abandoned merger talks. In commodities, silver plunged nearly 14% amid a firmer US dollar, a move that is likely to weigh on Australian shares, which are expected to fall on Friday. 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.

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

Qualcomm (QCOM) is down more than 10% so far in 2026 into its first earnings report for the year. Rick Ducat notes Qualcomm as a key stock in a tech dispersion, pointing out its underperformance contrasting peers. He highlights key levels to watch into earnings, including one the stock struggled with on Wednesday's session. Rick later talks about the spike in option momentum ahead of the report. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

APAC stocks were ultimately mixed as the region partially shrugged off the downbeat handover from Wall Street.NVIDIA (NVDA) AI chip sales to China are reportedly stalled by a US security review, and Chinese customers are, meanwhile, not placing H200 chip orders.US House voted (217-214) to pass the USD 1.2tln spending package to fund the government, which was sent to US President Trump, who then signed the bill to end a partial government shutdown, as expected.US President Trump said they are still negotiating with Iran and that there is more than one meeting with Iran; US military shot down an Iranian surveillance drone that approached a US Navy aircraft carrier in the Arabian Sea.European equity futures indicate a softer cash market open with Euro Stoxx 50 futures down 0.1% after the cash market finished with losses of 0.2% on Tuesday.Looking ahead, highlights include Global Final Composite/Services PMIs (Jan), EZ Flash HICP (Jan), Italian CPI Prelim. (Jan), US ADP (Jan), ISM Services (Jan), Riksbank Minutes (Jan), Treasury Refunding Announcement, NBP Policy Announcement, Comments from Fed's Cook, Supply from Germany & US, Earnings from Alphabet, Arm, Qualcomm, ELF, Snap, Uber, Eli Lilly, AbbVie, CME & Bunge.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

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

Key Takeaways from this EpisodeYour digital presence is portable. You may not stay at one company for 30 years, but your platform goes with you — and it compounds over time.Social is a “rented” platform (this is a brilliant point!). Think owned, earned, paid — and rented. Algorithms change, and you don't control the land you're building on.Brands are losing lift; leaders are gaining it. At Qualcomm, Jess saw corporate campaigns decline while executive voices gained traction — because people want a human point of view.LinkedIn is no longer just a resume. Jess shares why it's become a writing platform and an editorial home for experts — not just job seekers.Pick 3–4 narrative themes and repeat them. The strongest executive brands aren't random — they're built on an editorial strategy that consistently returns to a few clear territories.Your voice matters (especially now). Many leaders think they have “nothing to say,” but your experience and point of view are valuable — and the world needs more constructive voices. Addressing Relevant IssuesAlgorithmic amplification and polarization: We discuss how feeds shifted away from chronological and toward “what keeps you engaged,” fueling echo chambers and intensity.The ethical wake-up call of social media: Jess describes the internal pivot moment — realizing the space had become toxic in corners, and questioning how to use her skills more constructively.Mental health and unintended consequences: I reference a stark data point Jess brings up — a 65% increase in the suicide rate for high school girls from 2010 to 2019 — and we talk about responsibility and systems.AI and the rising importance of trust: In an AI-dominated age, credibility, warmth, and real human presence become competitive advantages, not “nice-to-haves.” Next StepsGet Jess's free LinkedIn Audit: Jess offered to review both your profile and your editorial strategy and give actionable next steps. Mention you heard her on Live Like a Leader.Define your 3–4 “narrative pillars.” Decide what you want to be known for — and build content around those themes consistently.Publish what you already say internally. Turn your best internal leadership messages into public leadership content — and let it travel. Learn more about Copilot Communications: https://copilotcommunications.com/Connect with Jess Jensen on LinkedIn: https://us.linkedin.com/in/jessicakjensen ----- Jess Jensen is the founder of Co-pilot Communications, a Portland-based advisory helping bold executives sound like themselves online—clear, confident, and human.After 20 years inside Fortune 100 companies like Microsoft, Qualcomm, Nestlé, and Adidas, Jess left corporate life to help leaders stop playing small and start showing up online as their full selves—story-rich, imperfect, and unapologetically human.  Through sharp messaging, editorial strategy, and smart use of platforms like LinkedIn and podcasting, she helps clients build a digital presence that earns trust, inspires action, and sounds like them. --------John Bates provides 1:1 Executive Communications Coaching, both in-person and online. He also gets 92+ Net Promoter Scores for his large and small group leadership development trainings at organizations like Johnson & Johnson, NASA, Google, Intuit, Boston Scientific, and many more. Find more at https://executivespeakingsuccess.com.Sign up for his weekly micro-trainings for free at https://johnbates.com/mini-trainings and create a great leadership communications habit that makes you the kind of leader who inspires trust, loyalty, and connection.

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

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

What happens if you don't verify your SCAC? Is this the beginning of the end for freight fraud in non-Class 8 carriers? Joe Ohr and Holly Taylor are back on the show to discuss the launch of SCAC Verify on February 26, 2026, NMFTA's new mandatory identity and address verification program designed to close a major security gap impacting sprinters, box trucks, hotshots, and other non-Class 8 carriers! We talk about how the fast 1–3 minute verification process works using government ID, biometric selfie matching, and DMV checks across 42 states, why failure to comply could mean losing your SCAC code renewal, and how verified carriers gain a significant competitive edge with shippers, brokers, and insurers. We also cover why this move is about fraud prevention, cargo theft reduction, and carrier trust, how it creates a clean accountability paper trail without storing personal data, and why this standard is likely a preview of future FMCSA and federal regulations. The bottom line of our conversation? This is a leveling of the playing field, a trust signal for legitimate carriers, and potentially a path to lower insurance premiums in a market that has been crushed by fraud! Visit https://nmfta.org/scac/ to learn more!   About Joe Ohr and Holly Taylor Joe Ohr has more than two decades of experience in technical operations, customer success management, customer support, and product support. Currently serving as the Chief Operating Officer for the National Motor Freight Traffic Association, Inc. (NMFTA)™, he plays a pivotal role in helping to advance the industry through digitization, classification, and cybersecurity. Prior to Ohr's role at NMFTA, he served as in numerous engineering and operations positions at Qualcomm and Eaton, and most recently held the position of Senior Vice President of Operations/Customer Experience at Omnitracs. Throughout his career, Ohr has provided strategic guidance, vision, and a roadmap for addressing long-term customer challenges. He has played a key role in accelerating revenue growth and has collaborated closely with IT, product, and engineering teams to foster stronger partnerships with strategic customers and peers. Additionally, Ohr has overseen post sales customer support and service teams, as well as operations, managing a workforce of over 400 individuals. He holds multiple certifications such as CCNA from Cisco and MCSE from Microsoft and earned his Bachelor of Science in Education from the Ohio State University. Due to his contributions to the industry, he earned a spot in the Inner Circle in 2015 and 2018 from Qualcomm and Omnitracs. Holly Taylor is the Director of Product at the National Motor Freight Traffic Association, Inc. (NMFTA)™. In her current role, Holly leverages her diverse background to lead cross-functional teams, shape strategic product visions, as well as anticipate and deliver solutions that exceed market expectations. Her unique blend of technical expertise and leadership skills has driven product success and customer satisfaction, positioning her as a pivotal force in shaping the future of NMFTA's products. With over 24 years of extensive experience in the software industry, Holly is a seasoned professional known for driving innovation and excellence across the product lifecycle. She began her career as a Technical Writer, where she honed a meticulous attention to detail and a deep understanding of user needs. Progressing to roles such as Documentation Manager and eventually Senior Product Manager, she built a reputation for transforming complex technical concepts into clear and intuitive applications. Holly earned her Bachelor of Arts in English from Penn State and a Masters of Arts in English from SNHU. She also received a Graduate Certificate in Publishing from the University of Denver. During her time at Oracle, Holly was a member of Oracle Women's Leadership and a charter member of OWL at the Columbia, MD location.  

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

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

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

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