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This week on the podcast we go over our review of the MSI MAG PANO 110R PZ Case. We also talk about the INSANE prices the RTX 5090 is going for right now, Apple's first foldable phone the iPhone Duo, BlizzCon 2026 announcements, and so much more! Come join in!
⬥EPISODE NOTES⬥Something structural is shifting in how security work gets done. When anyone on a team can stand up a working tool in an afternoon, the constraint stops being capability and starts being coherence. John Linford, Security Portfolio Director at The Open Group, spends his time on exactly that problem, running the Security Forum, the Open Trusted Technology Forum, and the Assured Dependability Work Group, where practitioners from organizations of wildly different sizes argue their way toward standards that are supposed to survive contact with reality.His framing of the tool question is blunt and worth stealing. When a team says it can build the thing, the first response is to ask what decision the thing informs. A dashboard showing numbers nobody was looking at before is not a security improvement, it is a new source of numbers. Standards, in this reading, are not compliance artifacts to be shown to an auditor. They are the thing that tells an organization which part of the problem a tool is supposed to solve, and how it fits alongside everything else already in place. The corollary matters just as much: when the tools themselves conform to a standard, vendors compete on the value they actually deliver rather than on the cost of switching away from them.Linford takes the same argument up a level to architecture. Security architecture only works when it sits inside a broader enterprise and IT architecture rather than beside it, and that requires a CISO with genuine authority and a seat at the executive table. Where that authority is thin, The Open Group's Security Forum has leaned on the idea of security champions, people embedded across teams who do not need deep security skills but do need to know when to pull a specialist into the room. Getting that right moves the security conversation into the design phase, which is the only place it is cheap.The scaling question gets an honest answer. The Open Group operates on one vote per member organization, which means a three-person shop carries the same weight in a final standard as Microsoft or RTX. That structure forces the standards to be implementable by organizations that have no security architect at all, and it shows up in deliberate choices like defining roles rather than job titles, because in a small company one person wears eight of them.Then there is zero trust, which Linford describes with a line that circulates as a running joke inside the Security Forum: it is just what cybersecurity should have been from the beginning. The Zero Trust Commandments trace directly back to the Jericho Forum's deperimeterization work from the 1990s, and they fit on a single page on purpose. Secure assets according to their value and the damage their compromise would cause, and the spending priorities sort themselves out. The alternative, as he puts it, is announcing you will implement all five hundred-odd controls in NIST 800-53 and wishing yourself luck.His closing point is the one most likely to sting. Security practitioners are fluent in security and frequently illiterate in business. Telling a board that twenty controls are required for conformance with the EU Cyber Resilience Act invites one question about cost. Telling them the same work opens a market and removes a year of analysis before expansion is a different conversation entirely, about the same twenty controls.⬥GUEST⬥John Linford, Security Portfolio Director at The Open Group | On LinkedIn: https://www.linkedin.com/in/johndouglaslinford/⬥HOST⬥Sean Martin, Co-Founder at ITSPmagazine, Studio C60, and Host of Redefining CyberSecurity Podcast & Music Evolves Podcast | Website: https://www.seanmartin.com/⬥RESOURCES⬥The Open Group | https://www.opengroup.org/The Open Group Security Forum | https://www.opengroup.org/forum/security-forum-0Zero Trust Commandments | https://pubs.opengroup.org/security/zero-trust-commandments/Zero Trust Architecture at The Open Group | https://www.opengroup.org/forum/security/ZerotrustThe TOGAF Standard, 10th Edition | https://www.opengroup.org/togafOpen Trusted Technology Forum | https://www.opengroup.org/forum/trusted-technology-forumThe Future of Cybersecurity Newsletter | https://www.linkedin.com/newsletters/7108625890296614912/⬥ADDITIONAL INFORMATION⬥
⬥EPISODE NOTES⬥Something structural is shifting in how security work gets done. When anyone on a team can stand up a working tool in an afternoon, the constraint stops being capability and starts being coherence. John Linford, Security Portfolio Director at The Open Group, spends his time on exactly that problem, running the Security Forum, the Open Trusted Technology Forum, and the Assured Dependability Work Group, where practitioners from organizations of wildly different sizes argue their way toward standards that are supposed to survive contact with reality.His framing of the tool question is blunt and worth stealing. When a team says it can build the thing, the first response is to ask what decision the thing informs. A dashboard showing numbers nobody was looking at before is not a security improvement, it is a new source of numbers. Standards, in this reading, are not compliance artifacts to be shown to an auditor. They are the thing that tells an organization which part of the problem a tool is supposed to solve, and how it fits alongside everything else already in place. The corollary matters just as much: when the tools themselves conform to a standard, vendors compete on the value they actually deliver rather than on the cost of switching away from them.Linford takes the same argument up a level to architecture. Security architecture only works when it sits inside a broader enterprise and IT architecture rather than beside it, and that requires a CISO with genuine authority and a seat at the executive table. Where that authority is thin, The Open Group's Security Forum has leaned on the idea of security champions, people embedded across teams who do not need deep security skills but do need to know when to pull a specialist into the room. Getting that right moves the security conversation into the design phase, which is the only place it is cheap.The scaling question gets an honest answer. The Open Group operates on one vote per member organization, which means a three-person shop carries the same weight in a final standard as Microsoft or RTX. That structure forces the standards to be implementable by organizations that have no security architect at all, and it shows up in deliberate choices like defining roles rather than job titles, because in a small company one person wears eight of them.Then there is zero trust, which Linford describes with a line that circulates as a running joke inside the Security Forum: it is just what cybersecurity should have been from the beginning. The Zero Trust Commandments trace directly back to the Jericho Forum's deperimeterization work from the 1990s, and they fit on a single page on purpose. Secure assets according to their value and the damage their compromise would cause, and the spending priorities sort themselves out. The alternative, as he puts it, is announcing you will implement all five hundred-odd controls in NIST 800-53 and wishing yourself luck.His closing point is the one most likely to sting. Security practitioners are fluent in security and frequently illiterate in business. Telling a board that twenty controls are required for conformance with the EU Cyber Resilience Act invites one question about cost. Telling them the same work opens a market and removes a year of analysis before expansion is a different conversation entirely, about the same twenty controls.⬥GUEST⬥John Linford, Security Portfolio Director at The Open Group | On LinkedIn: https://www.linkedin.com/in/johndouglaslinford/⬥HOST⬥Sean Martin, Co-Founder at ITSPmagazine, Studio C60, and Host of Redefining CyberSecurity Podcast & Music Evolves Podcast | Website: https://www.seanmartin.com/⬥RESOURCES⬥The Open Group | https://www.opengroup.org/The Open Group Security Forum | https://www.opengroup.org/forum/security-forum-0Zero Trust Commandments | https://pubs.opengroup.org/security/zero-trust-commandments/Zero Trust Architecture at The Open Group | https://www.opengroup.org/forum/security/ZerotrustThe TOGAF Standard, 10th Edition | https://www.opengroup.org/togafOpen Trusted Technology Forum | https://www.opengroup.org/forum/trusted-technology-forumThe Future of Cybersecurity Newsletter | https://www.linkedin.com/newsletters/7108625890296614912/⬥ADDITIONAL INFORMATION⬥
Keith welcomes back macroeconomist Richard Duncan of Macro Watch to examine where mortgage rates are headed and what's driving them there. Duncan explains how the U.S. shifted from capitalism to what he calls "creditism" after the dollar left gold in 1971, and why today's AI investment boom, rising defense spending, and a $40 trillion national debt are all pointing inflation and interest rates in the same direction. He also makes the case for rental property on land as a long-term inflation hedge, and answers a question many have asked: if the government can print currency, why does it collect taxes? Episode Page: GetRichEducation.com/623 For access to properties or free help with a GRE Investment Coach, start here: GREmarketplace.com GRE Free Investment Coaching: GREinvestmentcoach.com Get mortgage loans for investment property: RidgeLendingGroup.com or call 855-74-RIDGE or e-mail: info@RidgeLendingGroup.com Invest with Freedom Family Investments. For predictable 10-12% quarterly returns, visit FreedomFamilyInvestments.com/GRE or text FAMILY to 66866 Join Mid South Home Buyers' one-time, free live webinar featuring Keith Weinhold on September 30 at GetRichEducation.com/MidSouth to learn how Memphis' economic expansion could create new real estate investment opportunities, and have your questions answered in real time. Will you please leave a review for the show? I'd be grateful. Search "how to leave an Apple Podcasts review" For advertising inquiries, visit: GetRichEducation.com/ad Best Financial Education: GetRichEducation.com Get our wealth-building newsletter free— GREletter.com Our YouTube Channel: www.youtube.com/c/GetRichEducation Follow us on Instagram: @getricheducation Complete episode transcript: Keith Weinhold 0:01 Welcome to GRE. I'm your host Keith Weinhold. You're going to get a good idea of where future mortgage rates are headed as we're talking to one of the world's most brilliant macroeconomists today. Will AI be more inflationary or deflationary? And the profundity of how we're on the brink of moving into a completely new economic system today on Get Rich Education. What if I told you that one of America's strongest cash flow real estate markets is also becoming the new brains and brawn behind AI? That city is Memphis, believe it or not. In September 30th, we're going to show you why the smart money is paying attention now, along with an investing opportunity you won't want to miss. Join me, Terry Kerr and Matthew Van Horn of Mid South Home Buyers, the largest turnkey company in Memphis with more than 6000 homes under management, for a free live webinar the likes of which I've never done before. We're going to look at what billions in new investment could mean for jobs, housing demand, neighborhood appreciation, and your portfolio. Everyone who attends live will also get exclusive access to the best deal terms Mid South has ever offered. Reserve your free seat at getricheducation.com/midsouth again. that september 30. Don't say we didn't tell you. Save your spot at getricheducation.com/midsouth. Speaker 1 1:34 You're listening to the show that has created more financial freedom than nearly any show in the world. This is Get Rich Education. Keith Weinhold 1:50 Welcome to GRE from Lancaster, Pennsylvania, to Lancaster, California, and across 188 nations worldwide. I'm Keith Weinhold. You're listening to Get Rich Education, and I really appreciate that you're here. Yes, those two cities, though spelled the same, are pronounced differently. Framing this entire episode today with our brilliant guest, you'll learn which direction future mortgage rates are probably going to move, and it's decidedly either going to be higher or lower. You'll get a clear answer. Now I've said that trying to predict mortgage rates definitively is foolish. We're only talking about probabilities today. Look, have you ever wondered if the government can just print its own currency? Then why do they have to collect taxes from us. We're going to get that answer today. Back in 1971, the U.S. economy left a system of capitalism, in fact, and embarked on a journey of creditism as defined by today's guest. Well, now we're about to leave creditism. You'll learn what is poised to replace it, and it is an AI-fueled answer. You know, to prep you with some context today, I've said it here before. But when you start talking about the enormity of a national economy, the words billion and trillion start to get thrown around a lot. A trillion seconds ago, you know how long ago that was. That takes you further back than the Roman Empire, because a trillion seconds is 31,700 years. Well, 31,700 years ago, that is just about as far back as when the plains of Europe were being roamed by Neanderthals. Yeah, that was a trillion seconds ago. Coming up on the show here, the man who wrote the book on the Pareto principle 30 years ago. That's the 80-20 principle, where 20% of your effort yields 80% of the results. We'll talk to him and learn how those insights can improve your life on a different upcoming episode. Keith Weinhold 4:08 Here, the book Rich Dad Poor Dad was originally written by two authors. One of those two was Robert Kiyosaki. We had Kiyosaki on the show here with us in June, and by the way, the New York Post recently wrote an article, and they cited the Get Rich Education podcast in how Kiyosaki revealed on the show here that he is 1.2 billion dollars in debt. You can find that in the September 1st edition of the New York Post. That's the June 1st episode of the Get Rich Education podcast that they're citing. Well, a lot of people they don't know who the other author of Rich Dad Poor Dad is, but we're going to have her here with us on the show soon. So some really fascinating episodes coming up. Let's meet today's guest. Returning this week is one of the foremost macroeconomic minds in the world. He was this show's first ever guest nearly 12 years ago on episode seven. A prolific author, he publishes the popular video series Macro Watch at RichardDuncaneconomics.com, and he's really influential. For example, not long ago, he presented his economic policy proposals to congressional members of the House Ways and Means Committee. Hey, it's a warm Get Rich Education. Welcome back to the incomparable Richard Duncan. Richard Duncan 5:39 Thank you, Keith. Thank you for having me back on. Keith Weinhold 5:42 I don't know if you and the audience are ready for this. This is some perspective. It recently made news when the U.S. hit its national public debt milestone of $40 trillion. When Richard made his GRE debut here in November of 2014, it was $18 trillion. That national debt has more than doubled since you were first here, Richard. Richard Duncan 6:07 That's right. The government has been playing probably the leading role in keeping the economy growing, and a couple of times since then has played the sole role in preventing a new Great Depression in the aftermath of the crisis of 2008 and during COVID, it's the massive government budget deficits, often more than a trillion dollars a year. Last couple of years, it's been 1.8 trillion dollars. That's been driving the economy, and whenever it needs some additional support, the Fed steps in and creates a few trillion dollars here and there, and combined they've been keeping the economy growing and, in fact, booming. And wealth has absolutely exploded as a result of the government spending and the Fed money creation. In 2008, the total wealth of all the Americans net worth $60 trillion. Now, it's tripled to $180 trillion. That that is a direct result of the government's intervention through budget deficits and paper money creation by the Fed. Keith Weinhold 7:14 I will call that the world's least desirable investment portfolio minus 40 t. That is one way to think about it, but when you bring up interventionism, you know something I shared with the audience about a month ago, Richard. It is just remarkable to think about all the crises we've had just since 2020. We had COVID, we had Russia's invasion of Ukraine, we had Israel, Gaza. We had tariffs. Now we've got the war in Iran, and what is the result of all this? Largely due to government interventionism. Oh, both the stock market and real estate market in the U.S. are near all-time highs. Richard Duncan 7:54 Who would have imagined? But things work very differently now than they did in the old days when money was backed by gold, and the Fed and the government played a much smaller role in the economy. It's a different world now. That was capitalism. This is creditism. Our new economic system is driven by credit growth, and whenever necessary, the government steps in with massive budget deficits, and the Fed steps in with massive money creation to make sure that credit keeps expanding and the economy keeps growing, because if credit doesn't keep expanding, if it even dips a little bit like it started to in 2009, then the whole bubble implodes and we repeat the 1930s Great Depression, probably followed by what happened in the 1940s. Keith Weinhold 8:39 This is interesting. When you were first here 12 years ago. You talked about how society isn't so much capitalism that it's creditism, and you expounded on that. And before we're done, I know that we have now morphed into a new ism, post-creditism that Richard is going to share with us, it's fascinating. But Richard, since you were last here, the Iran War is new. It's been going on for over six months now. So I'd like to get your thoughts on that, and principally, if the Iran War is going to create lasting inflation or only a temporary energy spike. What are your thoughts? Richard Duncan 9:20 Let's broaden this out. I know that your listeners are very interested in in real estate, and of course that's very impacted by interest rates. And interest rates are impacted, of course, primarily by inflation. So it is true that the Iran war is pushing up energy prices, and that's pushing up inflation. It's not just Iran alone. Before that, we had trade tariffs, and that's pushing up inflation. And on top of that, we've simultaneously got this extraordinary AI investment boom, and the investment by the hyperscalers is just mind-boggling. The four biggest hyperscalers-Amazon, Alphabet, Microsoft, and Meta-they're expected just the four of them to invest something close to $750 billion this year. 750 billion, just four of them. Now, to put that into perspective, the U.S. military, in one year, the most recent year, only spends half that much on procurement and research and development, roughly 320 billion. You've got these four hyperscalers spending twice as much as the U.S. military does on procurement and research and development. That is just hard to wrap your mind around, and of course, that's pushing up everything from the cost of memory chips to electrical equipment, the cost of electricity itself, power generation equipment, and all the kinds of materials that go into building data centers. So that's another source of inflation. And then there is this wealth effect that I just referred to a minute ago. Wealth has tripled from $60 trillion to $180 trillion since 2008. All that wealth is giving a lot of rich people a lot of money to spend on a very large scale, and that also is inflationary. So all of those things are inflationary, and none of them seem to be going away in the immediate future. Now, on top of that, the inflation is not the only thing that is affecting the interest rates. Other things are affecting the interest rates as well. For instance, the budget deficit this year looks like the U.S. budget deficit is going to be quite close to $2 trillion. So that will be $2 trillion of government borrowing, and this doesn't look like it's going to go down anytime soon either. President Trump is requesting $1.5 trillion for the total defense budget in fiscal year 2027, which starts in October. That's up from just $900 billion in fiscal year 2025, so that's a huge increase in military spending, which makes the percent- Keith Weinhold 9:20 Increase plus, y Richard Duncan 10:52 Going to keep growing, and that spending will be inflationary as well. But so the government is going to have to borrow, so the demand for money from the government is enormous, and as I've just mentioned, because of the AI boon, the hyperscalers and many of the other companies in the AI industry or related to the AI industry, they're also tapping the bond market on a very large scale. So demand for borrowing from these AI-related companies, the demand is pushing up interest rates. This is not directly related to inflation, so you've got a lot of demand for borrowing from the government and from the private sector related to artificial intelligence primarily. So that's on the demand side for money, and on the supply side, well, the United States is not making a lot of new friends these days. We seem to be losing friends pretty quickly, and many of the people who were very enthusiastic about buying American government bonds in the past are becoming increasingly reluctant to do so. Most of them still are. Most of them don't really have any viable options, but on the margin, there are fewer friendly buyers of our debt, and so fewer people willing to buy the debt also puts upward pressure on U.S. interest rates. So recently, the 30-year U.S. government bond hit a 19-year high at 5.33% That's a very high number, and this has spooked the Treasury Department. Treasury Secretary Besant has begun doing some very unusual things that suggest that he's very concerned. He has helped stop the yen from weakening by selling some euros that the U.S. government owned and buying yen. He did this to make the yen stronger, and this meant that Japan wouldn't have to sell its U.S. government bonds in order to have dollars to use to buy yen to make the yen stronger. So that was a strange move. Richard Duncan 9:20 And then more recently, he's announced that the Treasury Department is going to start buying twice as many long-dated bonds as it has been doing. Each operation now, the Treasury Department has been buying $2 billion worth of bonds at the long end and financing it with short-term borrowing. So borrowing at the short end, the say two-year bonds, which have a much lower interest rate, and using that money to buy 10 or 30-year bonds that have a higher interest rate, in order to push up the bond prices and push down the bond yields at the long end, to try to hold down the 30-year bond yield and the 10-year bond yield, which of course directly affects the mortgage. This is beginning to seem like there's some degree of, well, let's call it perhaps not panic, but deep concern in the Treasury about how high interest rates in the U.S. are going, and just moving forward with this idea, all of these pressures, the inflationary pressures are not likely to go away anytime soon. The demand for borrowing is not going to go away anytime soon. So there's going to continue to be this upward pressure on interest rates. And I think ultimately, what we are going to see is another big round of quantitative easing from the Fed. The Fed is going to have to step back in and announce that it's going to create a great deal of money one more time, and use that money that it creates to buy government bonds to push up their price and to drive down their yield. And we shouldn't forget that already the Fed is currently printing, creating money. It launched a new program. What is it called? Reserve management purchases. This was a program they announced in December last year, where they were just going to create some money and inject bank reserves into the financial system, so that they could manage reserves at a good level, so everyone would have plenty of liquidity. Just since December, they have created $210 billion. This is kind of going under the radar, but $210 billion since December is not an insignificant amount of money. Richard Duncan 14:49 If the budget deficit this year turns out to be 2 trillion, then that's financing 10% of the government's budget deficit, right? More than 10% So we've already got a significant amount of money creation by the Fed going on currently, and that's not enough to prevent the yields from moving sharply higher. So I think what we're going to get is another much bigger round of quantitative easing in the not too distant future, and that's going to have a lot of ramifications. Keith Weinhold 17:00 That's a really interesting insight, and Richard, one word keeps popping into my head as we have this discussion. Okay, inflationary pressure correlates with higher interest rates, sure, but how much are these high bond yields, which flow right over to our mortgage rates, a result of an erosion in trust. I'm thinking about trust Richard Duncan 17:24 to some degree, yes, but not overwhelmingly. The reality is, at the end of the day, there is a certain amount of money in the world that has to be invested somewhere, and that is the most important fact to understand. There is a pool of money; it keeps getting larger, and it has to go somewhere. And U.S. government bonds are considered the safest place for it to go. For instance, the United States has a very large trade deficit with the rest of the world. For the last two years, the current account deficit, which is more or less the trade deficit, has been 1.2 trillion dollars a year. It's easier to understand it as a trade deficit. That's been throwing off 1.2 trillion dollars into the surplus countries. The surplus countries sell things in the United States, countries like China and Vietnam and all the others. They sell things in the United States that they make at home. They get paid in dollars. They take their dollars back home to China and Vietnam and all the other countries, and what do they do with the dollars? They own dollars. They've got to do something with those dollars. They're getting 1.2 trillion more dollars every year. Now, the thing they do with it primarily is they buy treasury bonds with it, and so there is an inherent and growing demand for treasury bonds. You may be thinking, okay, they could take those dollars and they could convert them into euros. That's true, they could, but whoever they buy the euros from, they then own dollars, and they would need to buy U.S. dollar-denominated assets with them. The main driver behind the buying of Treasury bonds is just the fact that there are so many dollars in the world, an increasing amount of dollars outside the United States that need to be invested in U.S. dollar-denominated assets. People can lose confidence in "quote unquote, but what are they going to do with their dollars? It has to go somewhere, and so it ultimately ends up going round and round, and an enormous amount of it ends up in U.S. Treasury bonds, and that's not going to change so long as the U.S. has a very large trade deficit with the rest of the world. The rest of the world is going to keep accumulating dollars for that reason, and they're going to keep accumulating Treasury bonds for that reason. Keith Weinhold 19:44 Well, what do these effects mean for real estate, Richard? I mean, which force you think will ultimately win for housing here with this increased inflationary pressure? Is it more of a damaged affordability problem, or do we see rising? Placement costs that continue to help float real estate values up. Richard Duncan 20:05 Real estate prices, home prices, have not been performing very well over the last year to two. Pretty flat, unlike in prior years, immediately after COVID when they were booming. I suppose that's what we're going to continue to see for some time. If interest rates remain high, the affordability is not there. But if we do get this new round of quantitative easing, which I think is a real possibility, then that will effectively push down the interest rates, making home affordability better. And at the same time, by creating more money, that does push up asset prices across the board. So over the long run, I do believe that real estate is a very good investment, and also it can be a very good investment from the point of view of providing diversity in your portfolio. I'd like to focus in particular on it can be an inflation hedge. So, if you buy a house and use a say a 30-year fixed mortgage, and then we or a 15-year fixed mortgage to pay for a significant part of that purchase, and then we do get inflation, then the inflation eats away your mortgage. Your mortgage evaporates because of the inflation, so in that way you're somewhat protected from the risk of future inflation by having inflation destroys your debt. In other words, so that helps. So I do believe that buying houses, I think rental income is a very good investment, particularly houses on a piece of land buy the house with a fixed rate mortgage. You rent out the house, and over 10 to 15 years, the house pays for itself, and it keeps appreciating in value over time. Decade after decade, it will become increasingly valuable over the long run, and you'll have also a supply cash flow, and you'll have this inflation hedge that I just described. So I think owning rental property that is on land, I'm not so keen on buying condos. There's no limit as to how many condos can be built in the air, but there is a limited amount of land in the world, and so land is as good as gold because if gold goes up; the land will also go up for the same reasons. So I think owning rental property is a very important part of having a broadly diversified portfolio, which is usually the best thing for most people to do to have a broadly diversified investment portfolio. Keith Weinhold 22:37 Yeah, in this era of both war and increased interventionism, yeah, we still have a resource here, real estate that is scarce, that is necessary, and is built with this basket of goods and commodities constituting that replacement cost. Richard Duncan 22:53 I agree. Keith Weinhold 22:55 Well, Richard and I have a lot more to talk about when we come back, including what phase of the economy that we're in post-creditism and a lot more. You're listening to Get Rich Education. Our guest is the publisher of Macro Watch, Richard Duncan. I'm your host, Keith Weinhold. Keith Weinhold 23:12 What if you got your mortgage loans the same place I get mine? You sure can at Ridge Lending Group NMLS 42056. They provided GRE listeners with more loans than anyone because Ridge specializes in investment property. They'll help you build a long-term plan for growing your real estate empire with leverage. Start your prequal and even chat directly with President Caeli Ridge while it's on your mind. Start at ridgelendinggroup.com. That's ridgelendinggroup.com. Let me ask you something: If you've worked hard to build wealth, is your money positioned to actually support your goals? A lot of accredited investors leave capital sitting in cash because it feels safe, but inflation and missed income opportunities can quietly erode its value. Freedom Family Investments offers freedom notes for investors seeking structured income backed by real estate. It's a straightforward approach built on real assets, not speculation. In full disclosure, I'm an investor myself. What I like is that their team walks you through how it all works, so you can decide if it aligns with your portfolio and income goals. Every investment carries risk, and nothing is guaranteed. But with a track record of consistent, on-time investor payouts, they built real credibility. Go to freedomfamilyinvestments.com to book a clarity call, or text family 266866. That's family 266866. Robert Helms 24:44 Hey everybody, it's Robert Helms of the Real Estate Guys Radio Program. So glad you found Keith Weinhold and Get Rich Education. Don't play your daydream. Keith Weinhold 25:04 Welcome back to Get Rich Education. I'm your host Keith Weinhold. We're talking with Richard Duncan. Check out him and his work at RichardDuncanEconomics.com. So much interesting stuff has happened in the macroeconomic world since we last had him here with the Iran War, with the AI arms race heating up, and with hitting that milestone of $40 trillion in total public national debt. Which, by the way, that $40 trillion-that is more than the combined debt of Germany, Japan, France, Italy, the UK, and Canada. That's basically the entire rest of the G7 just to try to get your head wrapped around that $40 trillion number, and you know, Richard, when it comes to the government, their income and their expenses and their assets in their debt, some wonder, including me, if the government can just print its own currency, then why must they collect taxes from us? Richard Duncan 26:04 Okay, well, to understand the answer to that question, it's necessary to understand that it wasn't always possible for the government to print its own currency. Up until 1968, 1971, the Fed was legally required to back the dollars it created with gold, and the United States had the obligation to allow other countries to convert the dollars they accumulated into U.S. gold. So up until then, that wasn't a possibility for the government to finance its spending by money printing. And so, over the centuries that preceded, the government would tax the people to obtain the money that it needs for spending. So imagine today: here we are. The government now is spending about $7 trillion a year, and its tax revenues are about $5 trillion a year. So if it suddenly said, "Okay, we're not going to tax anyone anymore, that would mean that people would have an extra $5 trillion to spend, and if the people started spending $5 trillion, we would have hyperinflation, because there's only a limited amount of industrial capacity in the United States, or even in the world for that matter. It couldn't absorb a $5 trillion of additional spending from households and businesses, so it's not that they can't technically create the money as much money as they want to pay for everything they want. The constraint is not money creation technically; it's the inflation that it would produce if they just stopped taxing everyone and just created money instead. So that's the reason they can't. Keith Weinhold 27:46 Just slowly taper it away and give people some income tax relief. Why can't they do that? Richard Duncan 27:52 Well, that's what they've been doing. Taxes are far lower now than they were under when President Reagan took office, and that's one of the reasons we have $40 trillion in debt. Keith Weinhold 28:03 Okay, but that is how the income and expenses look on an annual basis, right, Richard? This is how I think of it. Like the United States basically has 5 trillion in annual income, much of it from personal tax collection, and 7 trillion in annual expenses. That's how we get to the annual deficit of about 2 trillion, which rolls into that $40 trillion of overall debt. Richard Duncan 28:30 That's right. What you said is correct. But we would have much more than $5 trillion income from taxes had the government not reduced the tax rate so often and so radically, starting in the early 1980s under President Reagan, if taxes hadn't been cut so sharply, we wouldn't have a two-trillion-dollar budget deficit, $40 trillion of government debt. So they've already been tapering the amount that they tax by cutting tax rates very sharply over the last decades, Keith Weinhold 29:02 I guess a lot of people, admittedly me included, haven't been thinking about it that way. Maybe because it's painful, and I do write checks to the IRS. But when we talk about this propensity for continued inflation, one component of this is what's happening with the AI arms race, and I know you've looked at this closely. You know, because one thing I think about is, well, wait, will the AI arms race actually be deflationary over time because it lowers production costs and makes us more efficient, or is it going to be inflationary because it requires enormous capital and electricity and infrastructure in the building of these data centers. So you know I can see it going either way with the AI arms race, inflationary or deflationary. But since you studied it a lot, including talking about it on macrowatch, tell us more about the AI arms race and what this all means, Richard. Richard Duncan 29:59 So yes. On your point that you just made, in the short term, it looks like the AI boom is going to be inflationary. Yeah, it's driving up electricity prices, land prices, and all of the things that we discussed before. Everything that goes into making artificial intelligence intelligence, including memory chips, which drive up the cost of your iPhone and iPad. So it's inflationary in the short run, but over the long run, it could probably and probably will be quite disinflationary or even deflationary. I think that's several years away. Now, moving on to the next question, the AI arms race. I think it's very helpful to understand the world around us by putting it in the context of how our economic system has evolved since dollars ceased to be backed by gold. 1968, the Fed was no longer required to back dollars with gold. 1971, President Nixon said, "Sorry, Europe, we we said we would let you convert your dollars into gold, but we changed our mind and you can't. So after that, there was no longer any gold backing for the dollar, and here are a list of things that have happened as a result of that change. Our huge trade deficits couldn't have happened if the dollars were backed by gold. The huge budget deficits that we have couldn't have happened. The Fed couldn't have created trillions of dollars through quantitative easing. Inflation rate has fallen from the 1980s, from the the mid teens to well below the Fed's 2% inflation target for most of the last 20 years, and wealth in the United States has exploded, as I mentioned, from 60 trillion to 180 trillion. That wouldn't have happened if dollars had remained backed by gold because credit has exploded. Total debt or total credit, two sides of the same coin. Total debt in the U.S. It's government debt, household debt, corporate debt, Fannie Mae, Freddie Mac debt, all the debt. It first went through $1 trillion in 1960. Now it's 110 trillion. So 110 times increase in my lifetime in total debt. That wouldn't have happened if dollars had remained backed by gold, and because of all of that credit expansion and the massive trade deficits we had with the rest of the world through globalization occurred, and that allowed Asia to industrialize, and Asia wouldn't be industrialized as it is now. China wouldn't be an economic superpower as it is now had dollars remained backed by gold, because it wouldn't have been able to grow through export-led growth. And so, China, instead of looking like it does today, it would look like it did in 1970, basically being a very poor third world country, and globalization has pulled hundreds of millions of people out of poverty. Richard Duncan 32:47 They would still be in poverty had dollars remained backed by gold. The Soviet Union probably would still be around because the U.S. under President Reagan wouldn't have been able to to spend so much on the military that it bankrupted the Soviet Union trying to keep up with us, and finally, China wouldn't be the national security threat that it's become now because it wouldn't have had a trade surplus and it wouldn't have had any economic growth to speak of for the last 50 years. That's the world that we're living in now. The world we live in now is the direct result of dollars no longer being backed by gold, and to understand the world around us, you have to understand that that's the starting point. Now, coming to your question, this explosion of wealth that has been created under the system that I call creditism-we did have capitalism. It was driven by saving and investment, Capital accumulation, hence capitalism and investment that drove capitalism. That's not how our system works. Our system is driven by credit creation and consumption, and more credit creation and more consumption. That's creditism. It used to be driven by private sector credit growth, but the private sector became too heavily indebted in 2008, and they blew up, and that almost resulted in the complete collapse and bankruptcy of every bank in the United States and probably most of the banks around the world as well. So the government had to step in, and since that time, it's been government borrowing primarily. Richard Duncan 34:17 This driven creditism and kept credit expanding with the help of the Fed, so this has been the evolution of creditism and has produced extraordinary amounts of wealth. So it's had two consequences that we need to focus in on now. For one, I've mentioned already, it turned China into an economic superpower, which is now on the verge of overtaking us, not just economically, but also technologically and militarily, it's become an extreme national security threat to the United States. But the second thing that has occurred, the creation of all of this wealth has provided the funds that have allowed a. Technological revolution to occur so quickly, this AI revolution that we're now living through, that is the direct result of the ample liquidity that has been created and flowing around the world, originating largely from the Fed's printing press and the government's budget deficits. That's created trillions and trillions and trillions of dollars of wealth that wouldn't have existed otherwise, and that wealth has gone into funding this development of data centers and the technology that's created the artificial intelligence. Now we are experiencing this AI revolution, and it's become quite apparent to everyone that whoever wins the AI arms race is going to rule the world. We're on the verge of machines becoming more intelligent than humans, and then after that point, through self-training and self-improvement, going on 24 hours a day, they're going to become exponentially more intelligent than humans very quickly, so whoever wins this race is going to have dominance of every other country in the world. So, as creditism has evolved, it has created a national security threat in China and has created artificial intelligence. And as a result of the two combined, we now have this artificial intelligence arms race with the United States that must win. That's why President Trump is calling for a 1.5 trillion dollar defense budget. Richard Duncan 36:30 So this is one of the main themes that MacroWatch has been focused on this year. I've done a series of videos on the new defense spending boom, looking in one video at the traditional titans of defense like Lockheed Martin, RTX, Boeing, in another video looking at the new up-and-coming Silicon Valley challengers in the defense industry, companies like Andrel, Palantir, and most important of all, SpaceX. This is now the driving force in the economy. the The absolute necessity of winning this AI arms race is going to require much greater government spending on the military, and it's going to require what we're seeing extraordinary amounts of money being invested in developing artificial intelligence because whoever gets there first wins, and whoever doesn't is going to be subjugated by the winner. So that's where we are. So that brings us up to we've been discussing the change from capitalism into creditism, and we've seen how creditism has evolved from being first driven by private sector credit to later being driven by government sector borrowing and spending, now leading to this AI arms race, which I think we're now moving toward a different kind of economic system beyond creditism. So let me back up just a minute and say that economic systems are best defined by the constraints that limit what they can do. So we've been talking about capitalism. Capitalism's main constraint was the requirement that money be backed by gold, and when that constraint, when that gold-backed money constraint was removed, the constraint was gone. The economic system evolved into a different kind of economic system. Creditism has created extraordinary amounts of wealth and growth since early 1970s. This is not the first time economic systems have evolved. If you look back through history, there have been many different kinds of economic systems. They've all been defined by the constraints that binded what they could do. If you go back to hunter-gatherer economic system, that economic system was constrained because the people didn't have tools for cultivation or any way to store the food that they created for long-term storage, but once they developed that those tools and the ability to store food, those constraints were removed and they evolved into a different kind of economic system. Ultimately, into feudalism. Feudalism was an economic system that was constrained by very poor roads, so there was very little transportation. There were no banks, so no banking system or credit, and there was very limited legal social mobility. Richard Duncan 39:28 But eventually, cities developed, and because of cities, trade flourished, and that removed the constraints that had defined feudalism. Okay, so fast forward, capitalism was constrained by gold-backed money. When gold was removed, we moved into creditism. Now here we are in creditism, late-stage creditism, and we're seeing this phenomenal expansion of artificial intelligence. So every economic system throughout history has. Had two constraints in common. There have been labor constraints, a limited labor supply, and there has been the constraint of limited human intelligence. We're now, thanks to artificial intelligence, on the verge of removing those two constraints that have limited every economic system up until today, when artificial intelligence is embedded in humanoid robots, that's going to remove the labor constraint. We will no longer have any labor constraint. Robots will be able to produce all the labor and then some that's required. So there goes the labor constraint, and when we hit superintelligence, that's going to remove the constraint of human intelligence that has bound economic systems. So those have been the two primary binding constraints on every economic system so far, and they're just now about to be removed by artificial intelligence. We're moving into a new era without intelligence constraints and without labor constraints, and this is going to radically change everything. When those constraints are removed, creditism is going to evolve into an economic system that's no longer driven by credit creation. It's going to be driven by intelligence creation, knowledge creation, or an explosion of cognition. So I call the new system that we're moving toward cognitism, because rather than being driven by credit as creditism is, it's going to be driven by exponential expansion of intelligence or cognition, and it's probably going to create undreamt of wealth, but it's going to completely change from bottom to top everything about the world and society and social relations that exist today, and that is what we're very quickly moving into over the next 10 to 20 years. That that's where we're going to go, and I believe it deserves a new name. So I've coined the term cognitism to describe this new economic system. The post-creditism world is cognitivism. Keith Weinhold 42:12 Wow, this is massive. Ever since we met, you talked about creditism, and really, that's the economic system that we live in, not capitalism, so we're on the brink again of moving from creditism into cognitivism, because oftentimes these forces and their change are defined by having the constraints removed, and we're on the brink of removing the labor constraint and the human intelligence restraint from creditism to move us into cognitivism over the next 10 or 20 years. I'm just reviewing what you said as I'm thinking this through, Richard. Talk to us at least a little about what the ramifications are for us, just everyday people and investors with this cognitimism economic system. Richard Duncan 43:02 It's very difficult to guess what the consequences are going to be. They're going to be not only economic, but they're going to very quickly become political, and the political consequences are difficult to guess how they will play out. But it does look like when robots can do all the manual labor, and machines can do all of the intellectual work on a much more accurately, much more rapidly, much more flawlessly than humans can. There won't be any need for humans to have work unless legislation is in place to ensure that they do, and if they don't have work, then they're going to not have any income. And if they don't have any income, they're going to start being very unhappy, and they're going to start rioting, and governments are going to begin to fall, and we don't know how that's going to play out. So there's going to have to be arrangements made to ensure that people do have enough income to benefit from all of the extraordinary wealth that could be created through limitless labor and limitless intelligence, but to work in a way that can satisfy our wildest dreams and beyond our wildest dreams is going to be a matter of restructuring the political economy, if you will, to ensure that people benefit from this technological revolution that is now speeding up. Keith Weinhold 44:30 Yeah, I would say all we do know is we don't know and how it's going to turn out. But you know whether it's been tractors replacing horses or whether it's been the advent of the assembly line, or whether it's been the advent of the internet, people always say it's going to destroy net jobs, and historically, it really hasn't. Richard Duncan 44:53 You're right, but the replacement of horses with automobiles didn't really work out so well for the horses. Keith Weinhold 45:00 So, is there any way we can think about this in order to stay nimble as investors and everyday people, Richard? As we move into cognitism. Richard Duncan 45:10 Absolutely, everyone needs to subscribe to Macro Watch, and they'll be able to follow it very closely there as I map it out as it unfolds from month to month. Keith Weinhold 45:22 They should, and it's fascinating, and you've really been on the cutting edge of that. Tell us more about subscribing to Macro Watch, something that a lot of listeners should be interested in. Richard Duncan 45:33 So my background is has been in finance. I started working in Hong Kong in 1986 as a securities analyst, I later on became an economist and then a strategist. I worked for the World Bank for a couple of years in Washington. I was the head of global investment strategy in London for ABN AMRO Asset Management. So my background is in finance, and I have spent most of my career living in Asia for the last 40 years, primarily in Asia. Along the way, I've written four books. The first one was the Dollar Crisis back in 2003. The most recent one was The Money Revolution in 2023. So my background is in finance. But 13 years ago, I launched Macro Watch. Macro Watch is a video newsletter. Every couple of weeks, I upload a new video. It's essentially me making a PowerPoint presentation discussing something important happening in the global economy and how that's likely to impact asset prices. So it's essentially become a compendium of the global economy. Essentially, everything that has happened in the last 13 years at the macro level that matters is discussed in these macro watch videos. For instance, there is a complete history of everything the Federal Reserve has done since it was founded in 1913. There is a complete description of government debt from the beginning, the increase in government debt and budget deficits. It explains things like how the Fed actually creates money, what are bank reserves, what is Japanese monetary policy, what is European monetary policy. All the major macroeconomic developments are described there and are available to subscribers every two weeks. They upload a new video, and so if your listeners would like to check it out, my website is richarddunkeneconomics.com. That's richarduneconomics.com, and if they'd like to subscribe, hit the subscribe button. And I'd like to offer everyone a 50% subscription discount. Keith Weinhold 47:36 Thank you. Richard Duncan 47:36 They'll be prompted to put in a discount coupon code if they use the discount code GRE, like Get Rich Education, they can subscribe at a 50% discount. They'll find it very affordable, and at the very least, they can sign up for my free blog while they're there, and they can follow my work that way. Keith Weinhold 47:57 It is fascinating the AI arms race poised to have us completely change economic systems from criticism to cognitism. Richard, is there any last thing that you would like to leave us with? Whether it has something else to do with AI, maybe I didn't think about asking you, or something with the Iran war and the inflation, or anything else in the economy. Any last thought for what we should do or be aware of? Richard Duncan 48:24 One thing, of course, I think is very important is for everyone to learn to use AI as much as they possibly can. It's easy to use, and it will teach you how to use it. And as we evolve into this new world is going to be crucial to make use of this most important tool humanity has ever had-the ability to use AI. This suddenly gives you access to all the world's knowledge. All you have to do is ask, and it will tell you in a very friendly way. So, by being able to use AI, you'll be in a much better position to survive the transition and prosper in the decade ahead. Keith Weinhold 49:09 That is an actionable way to stay on top of it, Richard. It's been valuable as always. Thanks so much for coming back onto the show. Richard Duncan 49:16 Thank you, Keith. I've enjoyed it. Keith Weinhold 49:24 Yeah, keen insights from Richard as always. Yeah, the U.S. sure has been making enemies the past couple years. That could make other nations less likely to buy our debt, and then in turn, it takes higher interest rates in order to attract bond buyers. Well, that in turn increases mortgage rates. But to some extent, other nations have to buy our debt. Richard says that a bigger round of future QE is a distinct possibility. That is code for money printing. That's clearly. Inflationary, but few seem to know we've already been involved in liquidity operations since last December. Whether that's called QE or something else, it is taking more government spending to keep up with the AI race. That's inflationary too. What about that? When horses were replaced with cars. How did it work out for the horse? I don't know if that made it better or worse for the horse. Maybe horses were out of work, but then they got to live free. Will AI make that very predicament apply to humans? Nobody knows. The economic system will have moved from creditism to cognitism when the economy is no longer driven by credit creation but intelligence creation, from RichardDuncanEconomics.com, you can hit the subscribe to MacroWatch button and enter the discount code GRE for a 50% discount. Just about everything that you heard today is poised to drive mortgage rates higher, not lower. Big thanks to Macro Watch Mastermind Richard Duncan today. Next week it's a more real estate centered show. I'm your host Keith Weinhold. Don't quit your daydream. Speaker 2 51:21 Nothing on this show should be considered specific, personal, or professional advice. Please consult an appropriate tax, legal, real estate, financial, or business professional for individualized advice. Opinions of guests are their own. Information is not guaranteed. All investment strategies have the potential for profit or loss. The host is operating on behalf of Get Rich Education LLC exclusively. Keith Weinhold 51:49 The preceding program was brought to you by your home for wealth building, getricheduceducation.com
Nvidia pokazała technologię,która przemalowuje światło i materiały w gotowej klatce. Branża nazwała tofiltrem do slopu, Jensen Huang odpowiedział, że sam nie lubi slopu, a modderzyw kilka tygodni naprawili to, co firma wypuściła zepsute. Opowiadam, co DLSS 5robi naprawdę i co to znaczy dla ludzi robiących gry.
Plus: AI chip startup Positron valued at $5 billion in new funding round. And laser fusion tech could play a new role in modern warfare. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
After decades of spinoffs and separations of various parts, GE Aerospace is now trending toward integration. Its $11.75 billion acquisition of Consolidation Precision Products is taking what business schools have been teaching for years (specialization, capital light) and flipping it on its head. Lou, Travis, and Tyler dissect the GE aerospace deal, how it impacts the aerospace & defense indsutry, and whether we're on the precipice of integration. Plus, cybersecurity threats and reverse stock splits. Have a question? Email us; podcasts@fool.com Tyler Crowe, Lou Whiteman, and Travis Hoium discuss: - GE Aerospace acquires Consolidated Precision Prodcuts - The winners and losers of the deal - Boston Scientific's cybersecurity hack fallout - Will cybersecurity make these industries less appealing to investors? - Mailbag: when is a reverse stock split good? Companies discussed: GE, HWM, BA, HONA, RTX, BSX, NVO, CRWD, IBM, BKNG Host: Tyler Crowe Guests: Travis Hoium, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
NVIDIA GeForce DLSS 5 is officially here, and NBA 2K27 is the first title to take advantage of it! Following early leaks and initial controversy surrounding how the tech works, I had the chance to get hands-on experience both at Gamescom and at home on my RTX 5090 rig.In this segment, sponsored by NVIDIA GeForce, I break down how developer Visual Concepts actually implemented DLSS 5 into NBA 2K27 using 3D guided neural rendering. Learn how targeted, asset-specific application transforms player details, arena lighting, and crowd realism—plus my real-world performance benchmarks at 4K Ultra settings!Key Highlights: Addressing the Controversy: How DLSS 5 works when properly implemented per asset by developers rather than as a blanket filter. Visual Improvements: Enhanced lighting, material detail, player models, and crowd realism in NBA 2K27. PC Performance: Hands-on impressions playing at 4K resolution, ultra settings, and ray tracing on an RTX 5090 running at 160–180 FPS. NVIDIA Suite: Combining 3D guided neural rendering, multi-frame generation, and Reflex low latency for smooth gameplay. Check out actual 4K gameplay on the YouTube channel to see DLSS 5 in action!
RTX 5090 1枚のローカル動画生成。半分は拾い物、半分は自分たちで見つけた高速化の記録です。
Po wakacjach do roboty. Wszystko tu jest. Zaczynamy od hashtag: #włosy. I zęby! Dalej State of Play czyli u Sony: Entertainment Company - nic. U Xboxa “disc to digital”, a poza tym po staremu, choć Szycha nowego padzika sobie kupił.Czy fani Plejaka pójdą w klawiaturstwo? Czy extra kasa w Sony pójdzie na gry first party? Dyskusja. #forthepayers Trochę książek. Tymczasem Tim Schafer w bardzo słabym stylu żegna się z Microsoftem i prosi o Wasze pieniądze. Jak ktos ma chwile, trzeba sprawdzić w IKEA czy jest nowa taca XBOXa?A teraz chwalę się: w podstawce LGA1155 mam najlepszy możliwy procesor z początku wieku za 200 PLN czyli Intel i7-3770K. Plus 8 giga ramu i RTX 3070. Dawnwalker, świetna premiera. Dobrze że mu kulawy Wiedźmin w rimejku nie wszedł w dniu premiery. Barbarian - świetny. Oraz inne horrory i przeboje lata jak Obsesja i Backrooms.➡️ Wstępniak.(00:01) Po liftingu za hajs z jutuba➡️➡️ Tematy główne.(07:25) PlayStation State of Play(14:10) W Xboxie przezroczysta konsola i disk to digital(17:20) PlayStation zgarnie górę pieniędzy, dyskusja(26:10) “Gównowacenie. Jak cyfrowi giganci zmieniają nasz świat na gorsze” Cory Doctorow(29:30) Tim Schafer żegna XBOXa(34:20) Brzydkie meble IKEA x XBOX(35:40) Upgrade 14 letniego komputera do potwora (45:30) Barbarian - reż. Zach Cregger (51:40) Ostatni Dom (2026) - reż. Louis Leterrier [Netflix] (53:50) Oddaj ją (2025) / Bring Her Back - reż. Danny Philippou(55:40) Awantura SE2 [Netflix] (63:30) Po twoim trupie - reż. Jorma Taccone [Prime](65:20) Razem / Together - reż. Michael Shanks [Prime](69:00) Obsesja reż. Curry Barker(71:00) Backrooms. Bez wyjścia - reż. Kane ParsonsO nas więcej, tu też wszystkie linki! https://www.ahasuper.plFajnie? Niefajnie? Napisz do nas! ahasuper@ahasuper.plWspółpraca reklamowa: info@digitalaudio.plGdzie nas słuchać? https://anchor.fm/bartosz-drozdowski Gdzie nas oglądać? https://www.youtube.com/@ahasuperAha Super na fejsie, https://www.facebook.com/AhaSuper01Aha Super na insta! https://www.instagram.com/AhaSuper01Music by Lukrembo, “Bread”https://soundcloud.com/lukrembo
Ep 291Tim Cook Comments on His Final Day as Apple CEOMorning Brew: During Tim Cook's tenure as CEO, Apple's market cap increased an average of about $32 million per hour, every hour... For 15 years (Per Bank of America analyst Wamsi Mohan)John Ternus: hello (from Porsche racer)Daring Fireball: What Is the Point of the DMA?Joe Rossignol: Apple TV pricing history (U.S.): $4.99/month (2019), $6.99/month (2022), $9.99/month (2023), $12.99/month (2025)The cost of Apple TV over time — 9to5MacPosle više od deset godina, moj iPad Pro ne može da ima najnoviju verziju YT: YouTube Drops iOS 16 Support, App Now Needs iOS 17.0 MinimumUpdated M5 Mac mini arrives in RAM and SSD constrained environmentMac Studio gets update to M5 Max and M5 UltraJacek Dziwisz: Apple Silicon architecture turned out to be a bullseye for LLMs. The magic of combining fast memory, bandwidth, and a unified architecture. Mac Studio M5 Ultra (512 GB, 1.2 TB/s) fits the full GLM-5.3-Flash (320B) in FP8 and pulls ~60 t/s offline, right on the desk. PC alternative? 10x RTX 5090 for over $20,000 and your own mini power plant.Simon Willison: Just noticed the ChatGPT desktop app (previously named Codex) bundles a full copy of the LibreOffice open source office suite, tucked away in a hidden folder in the ~/.cache directoryData Became Code: We Ran Code Inside Fortune 500s Using Files They Published for AI AgentsApple Says Former Engineer Used Stolen Trade Secrets at OpenAI, Taught AI Agent to Run ThemTech with Mak: In 1948, a 32-year-old at Bell Labs published a paper nobody fully understood. Engineers found it too mathematical. Mathematicians found it too engineering-focused. One prominent mathematician reviewed it negatively. That paper — "A Mathematical Theory of Communication", became…Handy disk image tool is to be removed from macOS — hdiutilOSXDaily: Try Omarchy Linux on a Mac, without needing to install linux, thanks to this great tool from @martianoDave W Plummer: I wrote a new Task Manager that runs natively on Windows, macOS, and Linux. You can get it now at … but why? Well, it started as an argument over whether you could vibe code Microsoft Word today. I didn't think so. But I figured... maybe something…The Hidden Debt That Apple Owes to the CIA - WSJToday in Apple history: iPad takes to the skies with United Airlines - Cult of MacMr. Macintosh: The winners are.... 1. 110 lbs — Color LaserWriter 12/600 & 660 (1995/96), 2. 100 lbs — Xserve RAID + All Drives (2003), 3. 92 lbs — Apple Network Server 700 (1996), 4. 81 lbs — LaserWriter Pro 810 (1993)ZahvalniceSnimano 4.9.2026.Uvodna muzika by Vladimir Tošić, stari sajt je ovde.Logotip by Aleksandra Ilić.Artwork epizode by Saša Montiljo, njegov kutak na Devianartu
Brandon Clark discusses the rise, fall, and rise again, fall again in defense stocks like Lockheed Martin (LMT), Northrop Grumman (NOC), and RTX Corp. (RTX). He explains how the U.S.-Iran war plays a role in the wavering price action despite no clear dropoff in tensions. Tom White offers an example options trade for RTX.======== 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
In this news episode, Tracy Harwood and Damien Valentine explore three very different developments shaping machinima and virtual storytelling.Tracy introduces DramaMancer, an experimental AI-powered storytelling platform developed through Midjourney's Storytelling Lab. Rather than generating an entire story, DramaMancer combines an author's characters, scenes and narrative framework with natural-language player input. Tracy considers whether this represents genuine player agency or merely a more sophisticated illusion of choice—and asks where authorship lies when stories are co-created by the writer, player and AI.Damien responds by considering what happens when players push an AI-generated narrative so far from its intended path that the story can no longer progress, recalling the infamous research-order bug in X-COM: Terror from the Deep.The discussion then turns to a recent panel featuring pioneers of Second Life machinima. Tracy reflects on how early creators transformed a social virtual world into a collectively maintained filmmaking environment through experimentation, shared knowledge and community initiatives such as Machinima Mondays. She contrasts this socially driven model of innovation with DramaMancer's attempt to lower creative barriers through automation.Finally, Damien discusses Reallusion's new iClone RTX renderer, which promises ray-traced rendering inside iClone without exporting projects to NVIDIA Omniverse. He also explains his practical approach to facial performance capture with AccuFACE, including why subtle expressions, head movements and accurately performed dialogue can make such a dramatic difference to animated characters.Key time stamps01:00 – Damien and Tracy introduce the news episode 01:46 – What is DramaMancer? 03:12 – Storylets, player agency and authored narrative frameworks 05:50 – Who is the author of an AI-generated playthrough? 07:27 – The limitations and risks of AI-driven storytelling 09:06 – DramaMancer's potential for machinima and virtual performance 10:20 – Damien responds: can players break an AI-generated story? 11:46 – The X-COM: Terror from the Deep research bug 13:37 – Why DramaMancer may be a more interesting use of generative AI 14:55 – Pioneers of Second Life machinima 16:26 – How Second Life became a virtual production environment 17:34 – Machinima Mondays and community-led knowledge sharing 18:33 – Second Life as a collectively maintained virtual studio 19:59 – Automation versus community as two routes into virtual storytelling 21:41 – Reallusion's new iClone RTX renderer 23:27 – Missing particle effects and the challenges of NVIDIA Omniverse 25:55 – Expectations for the RTX renderer beta 26:19 – AccuFACE 2 and facial motion capture 27:13 – Combining full-body and facial performance capture 28:25 – Why subtle facial movements produce dramatic results 29:54 – Capturing the whole face, not simply lip-sync 30:34 – Final thoughts and episode closingCredits -Co-hosts: Damien Valentine, Tracy HarwoodProducer: Damien ValentineEditor: Phil RiceMusic: Phil Rice & Suno AI
The Army awarded Palantir and Anduril a combined $192 million in delivery orders for the service's Tactical Intelligence Targeting Access Node (TITAN) program, officials announced Tuesday, pushing the targeting platform into a production phase. Having been in development for several years, officials have touted TITAN as a “game changing” mobile ground station capable of using artificial intelligence to ingest data from a variety of sensors and package it into target recommendations, specifically for long-range fires. The Army awarded Palantir a $178.4 million deal in 2024 to deliver 10 TITAN prototypes after the company beat-out RTX for the rights to build the TITAN. Under the latest delivery announcement, the Army expects to receive eight more over the next 18 months, officials said in a press release. “This effort is the result of soldier feedback we have received over the past four years of prototyping from units utilizing TITAN prototypes in multiple configurations across diverse operating environments,” Col. Jonathan Lipscomb, a project manager for the Army's intelligence systems and analytics portfolio, said in the release. “It drastically reduces sensor-to-shooter timelines through automated target nominations while fusing the common intelligence picture.” Immigration and Customs Enforcement is expecting to allocate between $2 million and $5 million to a contractor that will help it handle and analyze voter data amid increasing fraud detection efforts centered on elections, per an acquisition forecast document published Monday. The firm-fixed-price contract is expected to be awarded in the coming weeks following an estimated solicitation release next week. The work, which is in support of ICE's Homeland Security Investigations unit, will run through the end of the month. The contract forecast planning document follows a request for information that ICE posted last week. The Department of Homeland Security unit began the market research process to gather information about “handling and secure delivery of publicly available voter registration files and voter history files” to support HSI “fraud detection and data segmentation activities.” The comment period lasted just three days, closing Aug. 28. In an attached statement of work draft, ICE said it planned to tap a contractor to acquire and document voter registration and history files from “government-identified U.S. jurisdictions,” which it described as up to all 50 U.S. states, the District of Columbia, and any American territory that it chooses. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast on Apple Podcasts, Soundcloud, Spotify and YouTube.
Hasznos újdonság jön az androidos mobilokhoz Alig van víz a Marosban, Arad megyében az összes mellékfolyója kiszáradt Bujkáló szigetet találtak egy kanadai tóban Donald Trump olajat dobott a tűzte AI-témában Egyetlen rossz kattintás, és mindent elveszíthet: így védheti meg az e-mail-fiókját Brutálisan belassítja a játékokat a DLSS 5 engedélyezése a régebbi RTX videókártyákon Ügyféladatok kompromittálódtak a Tixelnél Új bizonyítékot mutatott be az Apple az OpenAI-perben A Revolut új AI-funkciót indít el Magyarországon A további adásainkat keresd a podcast.hirstart.hu oldalunkon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Where else are you going to get GTA6, WiFi7, M6, WPA3, RTX 5090 and Atari 2600 coverage all in the same show? No where else, that's where. Listen to the dulcet tones of tech whisperers go over the weekly news and so much more. Hot Chips, SteamOS, Outlook stupidity! Oh, and Linux turns 35.Timestamps:00:00 Intro00:46 Patreon01:44 Food with Josh04:24 Breaking news - Hot Chips was all about ai11:06 Apple has new silicon and Macs16:20 Linux turns 3517:25 SteamOS 3.9 Main boots on Intel Arc B58018:53 Careful when you upgrade to WiFi 722:55 New Outlook can look more like old Outlook now25:40 How much is that 5090 in the window?29:25 NVIDIA financials35:21 (In)Security Corner51:06 Gaming Quick Hits56:07 Picks of the Week1:08:31 Outro ★ Support this podcast on Patreon ★
The Derm on RheumNow podcast is a review of recent citations and content curated for dermatologists – addressing Psoriasis, PsA, CLE, vasculitis, HS, CTD skin disorders. dermatology drugs, biologics, andJAK inhibitors - their use, efficacy and side effects. Features Dr. Jack Cush, Editor at RheumNow.com. Show Notes: Latest #s: EHR estimates from 6 large US medical systems, estimated prevalence of autoimmune Dz (AID) to be 15 million (4.6% US population); 34% have 2+ AID. Women have 2x risk. Sex ratio of 1.7:1 F:M. https://buff.ly/fYgRfZ0 POETYK PsA-1: Deucravacitinib in Biologic-Naïve PsA POETYK PsA-1 trial tested the disease modifying efficacy of deucravacitinib, a tyrosine kinase 2 (TYK2) inhibitor, in PsA patients and was shown to be superior vs to placebo for clinical responses, patient-reported outcomes, https://t.co/VjwpCVKPz0 MoonLake announced positive phase 3 data from its IZAR-1 RCT using its dual A/F IL-17 inhibitor sonelokimab, showing significant responses at week 16: 66% ACR20, 42% ACR50, 41% minimal disease activity (MDA), & 61% PASI90 at week 16. a 2nd IZAR-2 PsA RCT is in progress https://t.co/eX0cxekRKG British Dermatology Biologics registry (BADBIR) 18976 #PSO pts had incidence serious infxns (SIE) 28 SEI/1000 Pt-Yrs; higher if they had prior infxn (79/1000 PYs). SIE signif lower w/ RIZankizumab (HR 0.74-.80) vs BROAD, ETN, other standards Rxs. SIE deaths rare (1.81/1000 PYs) https://t.co/GTr3DLCVXs 39 studies compared Juvenile systemic sclerosis (jSSc) & adult SSc. 935 jSSc vs 15,451 aSSc pts; jSSc had more diffuse cutaneous dz (70% vs 41%), more overlap myositis (33% vs. 5%), arthritis (33% vs 18%), digital ulcers (51% vs 20%), less renal crisis (0% vs 6%) & lower mortality jSSc (7.7% vs. 20.4%) https://t.co/vflarmwSyv Italian SPRING cohort of #SSc pts found only 5.3% (of 1689 pts) without the typical scleroderma pattern on nailfold change by NVC. They had milder dz, with less vascular dz (pitting scars 33 vs 48%), telangiectasias (52 vs 74%), calcinosis 3.4 vs 12%) & higher DLCOs at 12, 24, https://t.co/AoNAhVYfII Review of CAR-T 29 trials in systemic sclerosis (SSc): 27/29 target CD19 (other CD20, BCMA), 20/29 autologous. Only 2 RCTs; 1 w/ RTX comparator. Most included CREST. Schetts largest series had 6 dcSSc w/ skin/lung improvements. Need fewer & larger multicenter RCTs https://t.co/Me28HbaFhR SLE & Dermatomyositis rashes maybe classically red or violaceous in Whites,but different in people of color, where erythema often appears brown/violaceous, Gottron papules can be mistaken for "dry skin." This delays dx, especially in anti-MDA5+ RP-ILD, where rash may be the https://t.co/Savx5IOTcG Yesterday the EMA approved upadacitinib (Rinvoq) for the Treatment of Adults and Adolescents with Non-Segmental Vitiligo - the 1st therapy approved for the most common form of vitiligo. Based on positive results from the Phase 3 Viti-Up trials https://t.co/MMv5LjZclQ 3 Rx are FDA approved for hidradenitis supprativa (secukinumab, adalimumab, bimekizumab). New JAK1i Povorcitinib in STOP-HS1 and STOP-HS2 ph 3 PCTs (608/619 pts). Povo showed HiSCR50 ~42% vs PBO 29% @wk12. AE: acne, pharyngitis https://t.co/n3FJUOjNuo
Danny Peña and Parris Lilly break down all the major announcements from NVIDIA's GeForce event at Gamescom! From the rollout of DLSS 4.5 Ray Reconstruction to the new RTX Spark laptops and GeForce NOW upgrades, here is everything you need to know about the future of PC gaming graphics.(Sponsored segment by NVIDIA GeForce)In this episode, we cover: DLSS 4.5 & Ray Reconstruction: Upgrades to lighting, image quality, and AI denoiser performance powered by NVIDIA's 2nd generation transformer model. Supported Titles: First look at DLSS 4.5 implementation in 007 First Light, Control Resonate, Cyberpunk 2077, and Pragmata. RTX 50 Series Specs: Dynamic multi-frame generation and hardware-level performance features. RTX Spark Laptops: Next-gen portable gaming performance offering 1440p at 100+ FPS. RTX Remix & Mods: Community projects getting DLSS 4.5 upgrades, including Painkiller RTX and Morrowind RTX. NVIDIA ACE & Cloud Gaming: AI-powered teammates via NVIDIA ACE and new GeForce NOW features, including Steam Machine support. Connect with us: Danny Peña Parris Lilly Pete Toledo Riana Manuel-Peña Send us questions - fanmail@gamertagradio.com | Speakpipe.com/gamertagradio or 786-273-7GTR. Join our Discord - https://discord.gg/gtr chat with other GTR community member.
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die Zoll-Eskalation in Nordamerika, die große Krypto-Erholung und was sonst noch so wichtig wird in dieser Woche. Außerdem geht es um Merck & Co., Johnson & Johnson, Robinhood, Coinbase, Strategy, Tesla, Freeport-McMoRan, Salzgitter, Thyssenkrupp, Aurubis, Meta, Motorola Solutions, Berkshire Hathaway, Visa, Mastercard, Cintas, Home Depot, Fidelity National Information Services, Palantir, RTX, Northrop Grumman, State Street SPDR S&P U.S. Technology Select Sector (WKN: A14QB5), iShares U.S. Treasury Bond ETF (WKN: A2JKTZ), iShares GSCI Commodity Dynamic Roll Strategy ETF (WKN: A14SNM), iShares Physical Gold EUR Hedged (WKN: A3GX4G), Invesco Physical Gold EUR Hedged (WKN: A28QBG), Xetra-Gold (WKN: A0S9GB), EUWAX Gold Core (WKN: EWG4CR) und Euwax Gold II (WKN: EWG2LD). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
For review:1. South Korea on Monday expressed hopes for resumption of diplomacy between the U.S. and North Korea to ease animosities on the Korean Peninsula, as President Trump reduces exercises with South Korea.2. The runway of a military airport in northwestern Syria was targeted by unidentified fighter jets overnight Monday, with Damascus blaming Israel for the airstrike and the United States denouncing Israel for the attack.3. The head of the UN's nuclear watchdog said Tuesday that its inspectors had found several tons of nuclear material in Syria, at a site which the authorities said they reported to the agency last month.4. Prime Minister Benjamin Netanyahu insisted during a meeting Monday with envoys from the White House and the US-backed Board of Peace that Israel would not redeploy any of its forces in Gaza or allow reconstruction to begin until the Strip was completely disarmed, a senior Israeli official told The Times of Israel.5. The Israel Defense Forces on Tuesday struck what it said was a meeting of Hamas commanders and elite operatives in Gaza City.6. US President Donald Trump threatened on Monday to bomb Oman and urged Iran to surrender, after Tehran announced that it had reached an agreement with Muscat on a plan for ships to transit the Strait of Hormuz, which lies between the two countries.7. The Navy has awarded RTX subsidiary Raytheon a $22.9 billion contract to ramp up production of Tomahawk Cruise Missiles to 1,000 rounds a year.8. US Army Selects Hanwha to Deliver 155mm K9 Mobile Tactical Cannon Prototypes.
Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. EBM-Papst geht an Madison Air. NVIDIA bürgt für OpenAI. RTX kriegt Tomahawk-Deal. OHB baut 18 Satelliten. L3Harris feuert CEO. Micron profitiert von China-Chip-Verbot. Ferrari versteigert E-Auto für 40 Mio. $. Kushner spart Steuern. Thiel kauft Vista. Fugro (WKN: A3CRBN) kartiert den Meeresgrund für Windparks, Ölplattformen und Rechenzentren. US-LKW-Aktien boomen 2026: Knight-Swift (WKN: A2DW9M), Old Dominion (WKN: 923655), XPO (WKN: A1JHUP), JB Hunt (WKN: 885365), Schneider National (WKN: A2DPT6) sind alle über 30% im Plus. Woran liegt's? Wie weit geht's noch? Diesen Podcast vom 18.08.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street's near peak despite worse than expected unemployment figures as US Treasuries hit their highest since August 2001on debt and interest rate worries; US and Iranian forces continue to target Strait of Hormuz traffic as President Trump says US forces can maintain their blockade indefinitely — adding he's considering making the international waterway American territory — but also warns Americans to brace for higher energy prices tops $6 per gallon for premium gas; an unprecedented European heat waves have dried up key rivers to their lowest levels since 2018, impacting trade and nuclear power generation that will undermine European economic growth this year; the Pentagon awards RTX and Boeing contracts to accelerate production of shipborne Standard air defense missiles; Trump orders the Navy to open a fifth government shipyard, acquire warships built overseas and replace the electromagnetic catapults on the Ford-class nuclear powered aircraft carriers with steam ones; M1 Flight Services beats Bell and Lockheed Martin for the US Army's Flight School Next award that is valued at up to $10 billion over the coming 26 years; COMAC's C919 jetliner made its first international commercial flight from Mongolia to Beijing; US investigators find that the Ryanair 737 from which a passenger was nearly sucked out of a window July 10 had suffered four bird strikes over the past year; Applied Aerospace, BETA Technologies, CAE, Elbit Systems, Embraer, Rocket Lab report earnings as GPS pioneer Magellan files chapter 11; Archer Aviation said it would buy Boeing's electric aircraft firm Wisk Aero and two other units for a nearly 20 percent stake in the air-taxi maker; and PitchBook's estimate that private equity firms are stuck with more than 33,000 companies they can't sell at the valuations their investors expect.
Linux gaming support keeps improving, TPM hardware keeps gaining vulnerabilities, the AI tech sector keeps gaining debt linked to investments, and advertisers keep gaining sneakier ways to infiltrate your content experiences. Enjoy!Ah, Kent couldn't make the show at the last minute, and Brett so planned on being there (lights were on, computer was spun up), but a last minute emergency took him off the air too - so it's a threesome tonight! (I should have written that differently I think ...)Timestamps:00:00 Intro01:02 Patreon01:47 Food with Josh05:50 Xbox and Game Pass on Linux in the works07:46 New SteamOS beta adds support for more hardware09:58 Massive AI debt hiding in plain sight14:10 RTX 50 Series median price keeps growing16:24 Time Magazine shows ads only chatbots can see19:07 Noreply domains22:28 Woodgrain motherboard25:15 Microsoft raising Windows 11 license cost26:04 Win 11 built-in weather app wastes over 1GB of RAM28:04 (in)Security Corner intro29:23 (in)Security Corner actually begins44:34 Josh's Sim Corner51:25 Gaming Quick Hits56:58 Picks of the Week1:03:05 Outro ★ Support this podcast on Patreon ★
For review:1. Russia believes the United States is deeply involved in Ukrainian attacks against it and has raised the issue with Washington, Foreign Minister Sergei Lavrov said in comments broadcast on Friday.He said that the alleged U.S. support included the supply of intelligence.2. US President Donald Trump said Friday that the United States will hit Iran hard economically, as Washington and Tehran struggle to reach a deal to end a nearly six month conflict.His comments to Fox News came a day after US Treasury Secretary Scott Bessent said the US was going to apply measures that have “never been seen” on Tehran as soon as next week.3. Iran will soon join the New Development Bank, the development lender established by the BRICS group of nations, central bank governor said in a state media report published on Wednesday ahead of a BRICS finance meeting in India.4. Surveillance soldiers on the Gaza border were reportedly sounding the alarm on Thursday about armed terrorist activity inside the Gaza Strip, in what they said feels like a repeat of their unheeded warnings before the October 7, 2023, onslaught.5. Yemen's Houthi rebels fired missiles at the Yemeni port city of Mokha on Friday, killing eight people, the country's internationally recognized government said, A Yemeni government official said the Houthis “fired five missiles at commercial ships unloading at the port” in Mokha, setting two ships on fire.6. Saudi Arabia's Crown Prince Mohammed bin Salman met the commander of US Central Command, Brad Cooper, and discussed defense cooperation between the kingdom and the United States as well as efforts to reduce regional tensions, the Saudi state news agency says.7. U.S. Central Command will stand up the inaugural task force focused on multi-domain, multinational attack drones.Task Force Falcon Strike will utilize one-way attack drones composed of unmanned systems from above, on and below the sea, managed by U.S. military support staff and regional partners.8. The Pentagon signed two framework agreements Friday with Boeing and RTX to expand production of critical components for the Standard Missile-3, the Navy's primary ship-launched interceptor against ballistic missiles.9. US Army M1E3 & XM30 Prototypes.10. Breaking Defense Opinion Article- concerning US Transits through the Taiwan Strait.
The Quant Growth and Income portfolio is the latest offering from Seeking Alpha. Is it right for you? How does it compare to $QQQ and $VOO? What are the goals of the portfolio. BONUS - the Top 5 stocks that have all returned over 20% in just over a month since launch greatly outperforming the markets during this time. SPONSORED BY SEEKING ALPHA Seeking Alpha's SAVINGS! ✅ *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together - ✅ ALPHA PICKS - Want to Beat the S&P? Save $50 ✅ Seeking Alpha Premium ONLY - FREE 7 DAY TRIAL ✅SEEKING ALPHA PRO - YOUR FIRST MONTH ONLY $89 ✅ NEW - QUANT GROWTH AND INCOME PORTFOLIO - SAVE $50EPISODE SUMMARY
تو قسمت ۷۳بینوشاپادکست، از موج جدید گرونی کارت گرافیک و مادربورد تا لو رفتن گوگلبوک لنوو و خداحافظی رسمی با گوگل اسیستنت رو بررسی کردیم!⭕️ مهمترین موضوعات این قسمت:➖ بحران قیمتها: افزایش ناگهانی قیمت گرافیکهای سری RTX 50 و حتی سری 30 در کنار گرون شدن مادربوردها➖ تحولات سختافزاری: قدرتنمایی غول چینی CXMT در بازار رم، دستگاه لیتوگرافی بومی چین و رمهای 3D سامسونگ➖ لپتاپ و مینی پیسی: افشای لپتاپ مرموز لنوو Googlebook 15، آیدیاپد ۵ جدید و مینیپیسی گرانقیمت ROG ایسوس➖ هوش مصنوعی و نرمافزار: پایان کار Google Assistant، اسپیکر هوش مصنوعی OpenAI Donut و همکاری نتفلیکس با راکستار برای Hosted on Acast. See acast.com/privacy for more information.
Episode 110: Fanboys on Reddit got very upset that we trashed the upcoming Radeon RX 9050 and 4GB GPUs in general, claiming that these models are not sold to consumers, and also not actually gaming GPUs. So we naturally decided to take on and dismantle these idiotic comments in this week's podcast.CHAPTERS00:00 - Intro01:00 - Reddit gets upset about our 4GB GPU video46:17 - Asus rejects RTX 5090 sale then jacks up price56:47 - Updates from our boring livesSUBSCRIBE TO THE PODCASTAudio: https://shows.acast.com/the-hardware-unboxed-podcastVideo: https://www.youtube.com/channel/UCqT8Vb3jweH6_tj2SarErfwSUPPORT US DIRECTLYPatreon: https://www.patreon.com/hardwareunboxedLINKSYouTube: https://www.youtube.com/@Hardwareunboxed/Twitter: https://twitter.com/HardwareUnboxedBluesky: https://bsky.app/profile/hardwareunboxed.bsky.social Hosted on Acast. See acast.com/privacy for more information.
Deze Einde van de Week Live is ook te bekijken op https://youtube.com/live/Bg5y7KYeqWY Deze talkshow wordt mede mogelijk gemaakt door MSI. Alle meningen in deze video zijn onze eigen. MSI heeft inhoudelijk geen inspraak op de content en zien de video net als jullie hier voor het eerst op de site. Het weekend staat voor de deur, te trappelen van ongeduld om binnen te komen. Hebben jullie er een beetje zin in? Wij wel. Zeker omdat de zon zich lekker gaat laten zien. Onze vreugde gaan we laten zien en voelen in een nieuwe episode van Einde van de Week Live. De hosts van vandaag zijn Jelle, JJ en Koos. De heren gaan met elkaar in discussie over een breed scala aan onderwerpen. Zo maakte Rockstar bekend dat ze op 27 augustus op Netflix een deep dive van GTA 6 de première laten beleven. Waarom Netflix? Wat hebben die betaald, of zit dat anders? En wat vinden we van deze aanpak? Ook kijken de drie heren naar de 25-jarige verjaardag van de Ghost Recon franchise. Hoe gaat Ubisoft dat vieren en vieren we de verjaardag met ze mee? Het antwoord op al die vragen krijg je in de Einde van de Week Live van vrijdag 7 augustus 2026. Rockstar gaat meer van GTA 6 laten zien op Netflix Andere onderwerpen die behandeld worden zijn onder meer de reden waarom de Borderlands film zo hard flopte, de eerste beelden van de DLC van de laatste Mafia-game en de rating van Wolverine, die toch wel wat zegt over wat we van het spel kunnen verwachten. Krijg 70 euro korting + MeGekko giftcard bij aankoop Cyborg 15 gaming laptop MSI zet deze week de MSI Cyborg A15 B2. Een gaming laptop met een 13e generatie intel core i7 processor aan boord plus een RTX 5050 videokaart, 16GB RAM aan intern geheugen, een 512GB SSD, een 144Hz 15.6” full HD display en een 4-zone RGB keyboard. De Back2School acties zijn begonnen en dus is er hier 70 euro korting bij MeGekko en plus een MeGekko giftcard van 30 euro.Wil je adverteren bij de podcast Gamekings óf misschien bij een andere podcast van ILVY Network? Mail dan naar management@ilvy.com en/of kijk even op de website : https://ilvy.com/podcastSee omnystudio.com/listener for privacy information.
Join The Full Nerd gang as they offer level-headed takes about the latest PC building news. In this episode the gang debates whether you should buy any hardware now or wait out the DRAM crisis, the latest DLSS 5 showcase, and much more. And of course we answer questions live! Timecodes: 00:00:00 - Intro 00:08:50 - DLSS 5 at Siggraph 00:43:42 - Buy now or wait? 01:10:08 - Q&A Links: - Price hikes: https://www.tomshardware.com/pc-components/gpus/in-a-troubling-sign-nvidia-rtx-50-series-prices-jump-up-to-30-percent-in-south-korea-tsmc-wafer-hikes-and-usd20-gddr7-modules-push-rtx-5090-past-usd5-100 - RTX 50 Super series on hold: https://videocardz.com/newz/nvidia-rtx-50-super-cards-already-at-board-partners-but-launch-is-on-hold-over-3gb-gddr7-pricing - DLSS 5 at Siggraph: https://www.techpowerup.com/350916/nvidia-shows-dlss-5-progress-and-technical-details-at-siggraph-2026 Join the PC related discussions and ask us questions on Discord: https://discord.gg/UWhjwg778a Follow the crew on X and Bluesky: @AdamPMurray @BradChacos @MorphingBall Music by Our Ghosts: https://ourghosts.bandcamp.com/ Some links may contain affiliate links, which means if you buy something PCWorld may receive a small commission. ============= Read PCWorld! Website: http://www.pcworld.com Newsletter: http://www.pcworld.com/newsletters ============= Learn more about your ad choices. Visit megaphone.fm/adchoices
Tonight's questions:- Should Xbox scrap any plans for exclusives?- Did GTA 6 delay God of War: Laufey?- Is the Coalition a better steward than 343?- Can Marvel Tokon replace Street Fighter in the FGC?- How does one make physical PC games?- Will the government crack down harder on piracy sites?- Is ShiftUp wrong to use AI to promote Stellar Blade?- Will GTA 6 cause servers to fail?- Will anyone check out the Mortal Shell 2 beta?- Why did people put batteries in freezers?- Are there other handheld homebrew games?- Was I wrong to purchase a Marathon-themed controller?- How expensive will the RTX 6090 be compared to consoles?- What actions can game publishers do to restore your faith in them?- Which of the Big Three has suffered the most damage this gen?Thanks as always to Shawn Daley for our intro and outro music. Follow him on SoundCloud: https://soundcloud.com/shawndaleyWhere to find Throwdown Show:Website: https://audioboom.com/channels/5030659Twitch: https://www.twitch.tv/throwdownshowX: https://x.com/ThrowdownShowYouTube: https://www.youtube.com/throwdownshowDiscord: https://discord.gg/fdBXWHTTwitter list: https://twitter.com/i/lists/1027719155800317953
On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss an up week on Wall Street and rising energy prices in the wake of wider conflict in the Middle East; higher Treasury yields in the wake of Federal Reserve Chairman Kevin Warsh's communication stumble on explaining Fed's decision to keep interest rates steady; President Trump call to suspend further Iran strikes pending a quick deal to end the war; despite an uncertain budget future, the Pentagon awarded Lockheed Martin a $58 billion contract for PAC 3 missiles that will also flow to companies like RTX and General Dynamics and HII $76.6 billion in contracts for nine Virginia-class attack subs and four Columbia-class ballistic missile subs; Washington and Tokyo worked together to prop up the yen, with Treasury Secretary Scott Bessent asking the New York Federal Reserve Bank to sell euros to buy yen; Britain's Burnham government will release its budget on Oct. 28 that will include a $32 billion buffer as British bond yields near their post-2008 high after Washington and Jerusalem started their war on Iran; EasyJet says it's got a 5.7 billion pound or $7.7 billion offer from Apollo Global Management; and Airbus, AerCap, Boeing, Bombardier, General Dynamics, Hexcel, HII, Leonardo and Leonardo DRS, Melrose, Safran, and Textron report earnings.
Welcome to the daily304 – your window into Wonderful, Almost Heaven, West Virginia. Today is Thursday, July 30, 2026. #1 – From ACCESS APPALACHIA – A new sport finds a home in West Virginia Retirement didn't slow down Jonathan Bellingham. It launched his next idea. A third-generation leader at Capon Springs and Farms Resort in Hampshire County, Bellingham created the nation's first FlingGolf physical education curriculum and licensed it into middle and high schools across West Virginia. A hybrid of golf and lacrosse, FlingGolf uses one stick on the same course, playing the same holes and par as traditional golf. Designed to be easy to learn and affordable to play, the sport helps more people experience the game while encouraging outdoor recreation and family participation. Read more: https://www.accessappalachia.com/article/he-was-supposed-to-be-retiring-instead-he-created-a-sport-licensed-it-into-wv-schools-and-played-the-old-course-at-st-andrews/ #2 – From INVESTING NEWS – Bridgeport helps power pilot training North Central West Virginia continues to play an important role in the aerospace industry. RTX's Pratt & Whitney Canada has received a $1 billion contract to sustain the engines that power the U.S. Air Force's T-6A Texan II training aircraft through 2034. Engine assembly and support work are performed at the company's Bridgeport facility, reinforcing West Virginia's growing reputation for advanced manufacturing and aerospace production. Read more: https://investingnews.com/rtx-s-pratt-whitney-canada-awarded-1-billion-jpats-sustainment-contract/ #3 – From WORKFORCE WV – Virtual job fairs connect talent and opportunity Whether you're starting a new career or looking for your next opportunity, WorkForce West Virginia makes it easier to connect with employers across the state. The agency's monthly Statewide Virtual Job Fairs allow job seekers to apply for openings, chat with recruiters and even participate in virtual interviews from anywhere in West Virginia. Employers can also use the events to recruit qualified candidates for positions in every region of the state. The next job fair is set for Wednesday, Aug. 5. Register now! Learn more: https://workforcewv.org/statewide-virtual-job-fairs/ Find these stories and more at wv.gov/daily304. The daily304 curated news and information is brought to you by the West Virginia Department of Commerce: Sharing the wealth, beauty, and opportunity in West Virginia with the world. Follow the daily304 on Facebook, Twitter, and Instagram @daily304. Or find us online at wv.gov and just click the daily304 logo. That's all for now. Take care. Be safe. Get outside and enjoy all the opportunity West Virginia has to offer.
P.M. Edition for July 29. Fed officials voted to keep current interest rates in place. WSJ economics reporter Matt Grossman joins to discuss the internal pressure that's building at the central bank to curb inflation. Plus, Dr. Anthony Fauci invoked the Fifth Amendment more than 100 times during a contentious Senate committee hearing about his handling of the Covid-19 pandemic. And WSJ's Benjamin Katz explains how a potential Boeing rival could be taking flight with a plane that looks radically different from the passenger jets we're used to. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Derm on RheumNow podcast is a review of recent citations and content curated for dermatologists – addressing Psoriasis, PsA, CLE, vasculitis, HS, CTD skin disorders. dermatology drugs, biologics, andJAK inhibitors - their use, efficacy and side effects. Features Dr. Jack Cush, Editor at RheumNow.com. Show Notes: - 20 yr. Tx trends in 6583 #SSc pts. 2005 to 2025 endothelin receptor antagonists & prostanoids/prostacyclins from 3% to 28%. CCB & PDE-5 inh stable. CTX shifted to mycophenolate, RTX, & nintedanib. Steriods decr from 50% to 18% https://t.co/nrm1Ov285f https://t.co/ftLn3bGH72 Systemic sclerosis metanalysis of 31 studies (32,134 pts) shows malignancy risk signif increased (SIR 1.66; CI 1.32 - 2.08). Highest: esophageal, liver, cervical, lung, & Heme (SIR 3.35 - 13.95). 7.4 yr mean from SSc to CA dx. https://t.co/IhxvfkMqkf RZV (Shingrix) response in 76 immunosuppressed SSc & 304 controls (CG) recv two RZV doses. High seroconversion seen in SSc but signif lower than CG (92.6% vs 99.7%, P 0.001), w/ lower concentration but comparable CMI, lower AE (74% vs 86%) https://t.co/ALlnVEZIAt https://t.co/kYYy2JIo2J Raynauds: Using the Clinical Practice Research Datalink Aurum (PCP) database (1998 - 2023) the prevalence of Raynaud's 894/100 000, or 158449 cases in 2023. More in elderly & females, less in blacks. Incidence rate 46/100K https://buff.ly/TLjMy21 Guidelines to Spot Cancer in High Risk Dermatomyositis Psoriatic Arthritis: EULAR 2026
Victor Perez is XR Sales Engineer at Autodesk, specializing in spatial computing, immersive experiences, and technical sales. In this episode he breaks down Autodesk's latest moves at the intersection of XR and AI, including Gaussian Splatting support in VRED (PLY and LCC formats), and the new streaming solution that connects high-end RTX workstations to the Apple Vision Pro via NVIDIA CloudXR with foveated streaming. Victor explains how automotive, fashion, and product design companies run weekly VR reviews in VRED, covering real-time lighting simulation, ergonomics testing, and remote persona collaboration. He shares a concrete ROI story from the fashion industry, addresses the real enterprise challenges of deploying Vision Pro at scale, and gives a preview of what's next: VLMs running inside the headset, seeing exactly what you see and taking action on your behalf.Subscribe to XR AI Spotlight weekly newsletter
Bonus Episode for July 27. Defense companies Lockheed Martin and RTX report surging backlogs as war increases demand for weapons. Wall Street Journal aerospace and defense reporter Drew FitzGerald discusses how the defense sector is responding to demands from Washington and what to look for as Boeing, General Dynamics and L3Harris report this week. WSJ national security reporter Marcus Weisgerber hosts this special bonus episode of What's News in Earnings, where we dig into companies' earnings reports and analyst calls to find out what's going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss another down week on Wall Street, what's next for the Iran war and global energy prices as Washington pauses the conflict over concerns that US air defense weapon stocks are dwindling as Tehran strikes nations in the region and its Yemeni Houthi Allie's strike Red Sea shipping to enforce their blockade; Trump administration's use of exiting legislative authorities Including the 1930 Smoot-Hawley Tariff Act; Prime Minister Andy Burnham's new administration; Dassault, Lockheed Martin, Northrop Grumman, RTX and Thales earnings; major defense and commercial aviation story lines at this week's Farnborough International Airshow.
I had a dream that I posted this already - but I was wrong.The Ryzen 5800X3D becomes widely available, it's like the return of the former king. Memory supply continues to get worse, but no worries, you'll just pay more. AMD FSR continues to develop, and Windows 11 gets slightly better. So much more here, check out the notes below!Timestamps:00:00 Intro00:39 There is no German version02:14 Patreon03:58 Food with Josh06:11 The Ryzen 7 5800X3D returns - and at MSRP!09:40 RTX 50 Series hot spot is a hot issue15:14 Microsoft to let Win 11 users disable ads in search?16:29 The horrors of Windows 95 program installation REVEALED21:40 FSR with up to 8x framegen in development23:22 For its 25th anniversary Google gives us more AI25:28 Reflecting on the death of physical media32:26 Windows marketshare falling37:26 SK Hynix says next year will be the worst39:08 (In)Security Corner55:40 Gaming Quick Hits1:01:39 Samsung SSD 990 review1:09:33 Picks of the Week1:21:05 Outro ★ Support this podcast on Patreon ★
A.M. Edition for July 24. Global markets are reckoning with the prospect of prolonged conflict in the Middle East and rising inflation as oil prices roar back – pushing up borrowing costs in the U.S. and Asia. Plus, hotel chain Melia pulls out of Cuba in a blow to the island's vital tourism sector. And WSJ defense reporter Alistair MacDonald explains how Europe is turning to homegrown defense technologies in an effort to counter U.S. dependence. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Charles Schwab's Rachel Dashiell highlights several bullish technical signals emerging across the market, including a potential bullish engulfing pattern in the S&P 500 (SPX) and signs of a bottoming process in market breadth data. She also points to RTX Corp. (RTX) and Thermo Fisher Scientific (TMO) as stocks showing strong reversal patterns that could support further gains.======== 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 – 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
Earnings season is in full swing, and the first two of the Mag 7 (Alphabet and Tesla) set a rather dour tone. While the on paper results were different in many ways, there was one common theme that spooked investors: cash burn. Jon, Lou, and Tyler break down the quarter where mag 7 stocks went cash flow negative and what that means. Plus, earnings from Tractor Supply, RTX, and what to watch when PayPal and AirBnb report in the coming weeks. Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic Tyler Crowe, Jon Quastl, and Lou Whiteman discuss: - Alphabet's first quarter of cash burn as a public company - Tesla's burning through cash even before spending ramps up. - Pet stores dragging down Tractor Supply's earnings. - RTX's monster order numbers - What to Expect: PayPal and AirBnb Companies discussed: GOOG, TSLA, APPL, IBM, TSCO, RTX, LTM, PYPL, ABNB Host: Tyler Crowe Guests: Jon Quast, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: The FDA is investigating a new outbreak of cyclospora adding to three other active flare-ups. And US stock futures are pointing to a lower open after shares in Alphabet and Tesla slipped off-hours. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tony Bancroft discusses strong earnings from RTX Corp. (RTX) and Lockheed Martin (LMT), highlighting growing backlogs and healthy free cash flow as signs of continued defense spending strength. Tom White then outlines an example options trade for Lockheed Martin.======== 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
Big Tech earnings delivered mixed results this week as Alphabet (GOOGL) and Tesla (TSLA) weighed on the sector despite Alphabet's revenue and earnings beat, with investors focusing instead on rising capital expenditure plans. Intel (INTC) stood out with stronger than expected earnings driven by growth in its data center and AI client computing businesses. Defense stocks rallied after strong quarterly results from Lockheed Martin (LMT) and RTX Corp. (RTX), sending both shares sharply higher.======== 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 – 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
Diane King Hall touches on the top earnings moving markets after Thursday's opening bell. RTX Corp. (RTX) and Lockheed Martin (LMT) added muscle to the defense trade while Southwest Airlines (LUV) and American Airlines (AAL) fell following their reports and added fuel pressures. IBM Corp. (IBM) topped earnings estimates but shares still fell. ======== 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 – 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
US and Iran exchanged strikes for the 12th consecutive night; US President Trump said Iran is getting hit so hard and that they want to make a deal.Yemeni Houthis targeted two Saudi oil tankers in the Red Sea, while reports noted that at least 9 ships have stopped passing through Bab al-Mandeb, following the blockade on Saudi ports by Houthis.Alphabet (GOOGL) shares fell -3.3%, Tesla (TSLA) slipped over 4%, and IBM (IBM) was modestly softer post-earnings.APAC stocks were predominantly in the green, DXY mildly softened, 10yr UST futures lingered near the prior day's trough, and crude futures extended gains.European equity futures indicate a slightly lower cash market open, with Euro Stoxx 50 futures down 0.3%.Looking ahead, highlights include Canadian Retail Sales (May), US Initial Jobless Claims (Jul/18), Chicago Fed National Activity Index (Jun), EU Consumer Confidence Flash (Jul). Policy Announcements from the ECB, CBRT, and SARB. Comments from ECB President Lagarde. Supply from the UK & the US. Earnings from Intel, Blackstone, Lockheed Martin, RTX, TotalEnergies, Thales, SAP & Repsol.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Valve offers Windows drivers now for the Steam Machine, Intel feels like they need to join to price rising brigades, Micron is fab, MiniPC's with last gen gear, and Nvidia will lend you money on easy terms! Adobe has another vulnerability and Microsoft has a couple fresh ones too!So much more in the actual show ... especially the live version, which you probably missed.Timestamps:00:00 Intro01:22 Patreon02:53 Food with Josh 05:41 Steam Machine coverage continues (again)08:52 Intel Nova Lake and AVX-51210:04 Intel raises MSRPs on their best processors11:02 Intel restarts 13th and 14th Gen Core production - for China12:23 Lian Li B4 mATX makes another appearance15:01 Micron breaking ground on a new fab expansion16:01 Get ready for Mini PCs with previous-gen Intel CPUs and DDR417:33 Internal sound cards in 2026?20:25 Cover story - RTX 3060 12GB returns in 202623:54 An NVIDIA story about AI cloud26:24 Jeremy leads us into a story about Samsung's obscene profits28:22 Josh's Racing Corner32:38 (In)Security Corner50:07 Gaming Quick Hits57:12 Picks of the Week1:08:22 Outro ★ Support this podcast on Patreon ★
Prices are getting so high that we may all end up gaming on potatoes soon. Buy yours from Dell.Steam Machine pricing seems ... like pretty much on target actually. DDR price fixing?! No! The dBrand Companion Cube is no more. PC shipments are falling, and Sony agrees that you will own nothing and like it very much. There's so much to be angry about it this episode while we basically shake our heads and laugh it away. Mostly. There might have been crying...Timestamps!00:00 Intro00:39 Patreon02:03 What case would you put in a living room?05:56 Food with Josh07:56 Steam Machine coverage continues15:52 RAM makers accused of price fixing18:03 RTX 5050 9GB may be cancelled21:44 PC shipments fell 7 percent in Q123:43 Now Microsoft says 8GB is fine for Win 1128:30 Sony deleting 551 movies from customer accounts29:54 Windows 10 gets updates for another year30:34 Racing with Josh - NLR fiberglass chair32:31 (In)Security Corner40:20 Gaming Quick Hits57:13 Picks of the Week1:01:08 Outro ★ Support this podcast on Patreon ★
The Honeywell International of 10 years ago is now six different publicly traded companies. This week, Honeywell International split with Honeywell Aerospace to complete the pre-planned separation. Tyler, Matt, and Lou look break down the prospects for the disparate parts as standalone companies and pick which ones will be the outperformers based on recent spinoffs and separateions. Plus, a busy week of deals and an investor question about covered call ETFs Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Digital Realty buying data centers - Building materials industry consolidation - Keeping track of what assets went where at Honeywell - Recent successes (and failures) with spinoffs - Mailbag: When to covered call index ETFs work? Companies discussed: DLR, BX, CSL, OC, MLM, BLD, QXO, ON, SYNA, HON, HONA, SOLS, QNT, GE, GEV, GEHC, RTX, CARR, OTIS, DOW, DD, CTVA, CMCSA, BRK-B, SPYI, QQQI, CHPY, BTCI Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices