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Gary Vaughan from Daily Stock Picks returns to talk Nvidia earnings and other tech names (0:30) Tesla's evolution; 3 energy names; fundamentals vs reality (5:50) Daily investing and trading process (15:00) Stock and ETF portfolio as a large cap tech investor (24:50) Sandisk - an almost buy (34:00) Your timeframe matters (41:30)Show Notes:Stock Pickers Better Know When They're Going To SellMore Volatility Ahead In This AI Bull MarketWhy Lumentum Wins Over Coherent (For Now)Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Mike Webster and Justin Nielsen walk through Friday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices
Referred to as “aging in place” or “living in place” refers to aging adults choosing to live longer in their home, independently, opposed to moving to an assisted living environment. Tech can help, as we hear from Andy Droney, Senior Director at ADT HealthDid you know “AI agents” are chatting with one another – about us humans! – in a new social media platform called Moltbook? Fascinating and scary at the same time, no? Haider Sarmad, Executive Director at 247 Labs, talks with us about how massive AI is today – and if we have anything to fearI catch up with Mike Speranzini from Cadillac at the CIAS (AutoShow) on the brand entering the F1 space for the first time!Thank you to Visa, Norton, and SANDISK for your incredible support. Get a huge discount on Norton anti-malware at norton.com/techitout
25 € ETF geschenkt und ein Depot beim unserer Meinung nach besten Broker. Das kriegt ihr aktuell bei unserem Partner Scalable Capital. Mehr Infos gibt's hier. Meta will NVIDIA. NVIDIA will aber nicht mehr Arm und Western Digital nicht mehr Sandisk. Palantir schießt Racketspace to the Moon. Palo Alto enttäuscht. Mister Car Wash verschwindet von der Börse. Madison Square Garden Sports trennt Knicks & Rangers. Berkshire Hathaway hat Apple, Amazon & Bank of America verkauft. Chevron und Chubb hat Buffett in seinen letzten Monaten als CEO zugekauft. Die New York Times (WKN: 857534) hat er ganz neu gekauft. Bitcoin ist auf dem tiefsten Stand seit Ende 2024. Jetzt den Dip kaufen? Oder ein Griff ins fallende Messer? Die Antwort: Gemini (WKN: A41FV4), ETHZilla (WKN: A41M8H), Mubadala, Coinbase (WKN: A2QP7J) & Riot (WKN: A2H51D). Biglari (WKN: A2JK8L). Diesen Podcast vom 19.02.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
In this daily editorial, we are joined by Joel Elconin, co-host of the PreMarket Prep Show and founder of the Stock Trader Network. As the market navigates a complex period of tech underperformance and shifting investor sentiment, Joel breaks down why the "Magnificent Seven" are losing steam and where the smart money is rotating to start 2026. Key Discussion Points: The Great Rotation Beneath the Surface: While major indices remain near their highs, a significant internal shift is occurring as investors move away from mega-cap tech and into value-oriented sectors that prioritize cash flow and tangible goods. The AI Spending Pivot: Massive capital expenditures by tech giants are no longer being rewarded by the market; instead, investors are looking for "picks and shovels" plays in hardware and infrastructure. Energy and Utility Resurgence: The power requirements for AI data centers are driving a new wave of interest in energy producers and traditional utilities, providing a strong floor for these sectors. A New Trend in Crude Oil: After years of pressure, crude oil and energy ETFs are showing technical signs of a major turn, supported by both value-seeking investors and rising industrial demand. Earnings Season Challenges: The "high bar" set for tech companies is leading to sell-offs even on earnings beats, as guidance fails to justify lofty valuations compared to more stable retail and staple stocks. Click here to visit Joel's PreMarket Prep website - https://www.premarketprep.com/ Click here to visit the Stock Trader Network - https://www.stocktradernetwork.com/ Summary of Stocks & Symbols Mentioned: S&P 500 (SPX), Microsoft (MSFT), Google (GOOGL), Amazon (AMZN), Meta (META), Walmart (WMT), Micron (MU), SanDisk, Service Now (NOW), Salesforce (CRM), Constellation Energy (CEG), John Deere (DE), Caterpillar (CAT), Exxon Mobil (XOM), Chevron (CVX), Energy Select Sector SPDR Fund (XLE), United States Oil Fund (USO), Lemonade (LMND). --------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Valentine's Day is supposed to be a day to open your heart – but it's also a time when cybercriminals are tricking you into opening your wallet. Learn about the latest scams from Visa's Dan Munson, Senior Director of Global Payment Ecosystem, Risk and ControlWhy is ‘Splashtop' considered ‘must have' software on your devices? We're joined by the co-founder and Chief Technical Officer at the company, Philip Sheu.Imagine a canvas on your wall at home, and instead of it displaying the same artwork day in, day out, you can walk up to it and use your voice to ask for something brand-new created for you! Get the skinny on Fraimic AI, i.e. “art that listens,” with company founder Anthony Mattana.Thank you to Visa, Norton, and SANDISK for your incredible support. Get a huge discount on Norton anti-malware at norton.com/techitout
Welcome to the award-winning FCPA Compliance Report, the longest-running podcast in compliance. In this episode, host Tom Fox welcomes Anik Shah, Director & Senior Legal Counsel at Sandisk, for an insightful discussion about the pivotal changes and enforcement actions around the FCPA in 2025 and their implications for 2026. In 2025, Anik Shah, a preeminent authority on FCPA and anti-corruption enforcement, offers a strategic perspective on the evolving compliance landscape. Given the recent uncertainties following an executive order and the dismissal of high-profile cases, Shah underscores the necessity for companies to maintain robust anti-bribery and anti-corruption controls, especially with potential reprioritization by the Department of Justice. He advocates a proactive risk management approach, emphasizing the importance of third-party risk management and comprehensive training to anticipate and mitigate potential FCPA issues. As enforcement focus shifts toward addressing cartel and transnational criminal organization activities, Shah advises companies to integrate anti-money laundering processes into their compliance strategies to align with global anti-corruption efforts. Key highlights: 2025 FCPA Enforcement Shifts and Uncertainty Voluntary Self-Disclosure Policy Revolution in 2025 Cartel Risk Mitigation through Compliance Integration Central Asia Construction Projects: Anti-Corruption Measures Proactive Measures: Fostering Anti-Corruption Compliance Awareness Resources: Anik Shah on LinkedIn Sandisk Tom Fox Instagram Facebook YouTube Twitter LinkedIn Returning to Venezuela on Amazon.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Sandisk's stock has gone up over 1,500% in the last 12 months, so what is causing this surge?In today's deep dive, Zaid breaks down how Sandisk went from a boring storage company to the hottest stock in the S&P 500. He explains what Sandisk actually does, why AI data center demand has completely reshaped the NAND memory market, the bull case moving forward and the risks tied to the memory cycle and rising competitionFollow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Check out the Public app for incredible investing tools and to support the show (LINK)
We analyze Sandisk's remarkable NVIDIA moment, marked by a 1,000% stock price increase over the past year. Following its 2025 spin-off from Western Digital and the extension of its Flash Ventures partnership with Kioxia through 2034, Sandisk has capitalized on the memory shortage driven by AI data center demand. Sandisk reported a significant revenue beat of over $3 billion and issued a staggering guidance of $4.4 to $4.8 billion for the upcoming quarter—a 170% year-over-year increase. This growth is fueled by powerful operating leverage, with adjusted EPS projected at $13 as rising prices flow directly to the bottom line. How does the valuation look? Watch the video to hear our take. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:0:00 Is Sandisk Having an NVIDIA Moment? 0:45 Memory Shortages 2:10 Flash Ventures: The Kioxia Joint Venture Extension 3:30 Revenue Beat and 170% Growth Guidance 4:50 Direct Sales to AI Data Centers vs. NVIDIA Integration 5:50 Earnings Explosion: Why EPS is Hitting $13 6:30 The Two-Edged Sword of Operating Leverage 7:45 Reverse DCF Analysis9:00 The Cyclical Reality10:45 Final Verdict: Commodity vs. Supply Chain KingIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#Sandisk #ChipStockInvestor #Semiconductors #Investing #NAND #TechStocks #StockMarket2026Nick and Kasey own shares of Sandisk
Especially given some of the nasty weather affecting tens of millions in the country, power outages are not an uncommon occurrence. To share what's new in back-up power, we're joined by David Taylor, Solutions Expert at Anker SOLIXNot all wireless fences (with tracking) are created equal! To keep your furry friends safe, we've got on the show Sung Vivathana, CTO at SpotOn, to learn about the company's latest Nova Edition.Dr. Jane Goodall's passing on October 1st left many wondering what's next for conservation. To explore this, I sit down with Azzedine Downes, President and CEO of the International Fund for Animal Welfare (IFAW) to suggest ways we can carry Jane's legacy forward.Thank you to Visa, Norton, and SANDISK for your incredible support. Get a huge discount on Norton anti-malware at norton.com/techitout
Innovation touches every part of the modern enterprise, and compliance professionals must be prepared not only to respond to change but to lead through it. Join Tom Fox, the Voice of Compliance, as he visits with top innovative minds, thinkers, and creators on the award-winning Innovation in Compliance podcast. In this episode, host Tom Fox welcomes Anik Shah, Global Director of Anti-Bribery and Anti-Corruption Compliance at Sandisk, for an insightful discussion on the pivotal shifts in FCPA enforcement during 2025 and what they signal for 2026. Shah outlines his extensive professional background, including his prior roles at the SEC and DOJ. The conversation explores key developments from 2025, including the Executive Order pausing certain FCPA investigations, the Blanche Memo's four criteria for opening FCPA cases, and the implications of revisions to the Corporate Enforcement Policy. He also analyzes the Communications Cellular enforcement action to highlight practical compliance lessons, focusing on strengthening AML controls, managing third-party risk, and deploying proactive compliance measures amid renewed anti-corruption scrutiny. The episode concludes with a forward-looking discussion of emerging anti-corruption risks associated with advanced AI technologies, large AI construction projects, and related permitting activities, both in the United States and globally. Shah offers strategic recommendations for compliance professionals seeking to anticipate and manage these evolving risks. Key highlights: • 2025 as a Pivotal Year in FCPA Enforcement • The Blanche Memo and Corporate Enforcement Policy Revisions • Anti-Money Laundering and Third-Party Risk Management • Large AI Construction Projects and Permitting Risks • Global Anti-Corruption Laws and Compliance • Key Takeaways for 2026 Resources: Anik Shah on LinkedIn Sandisk Innovation in Compliance was recently honored as the Number 4 podcast in Risk Management by 1,000,000 Podcasts.
SanDisk has been one of the market’s hottest stocks as demand for AI infrastructure and data centre storage surges. Dan Koh and Ryan Huang break down its blowout earnings, bullish outlook, and why memory pricing power is driving the rally.See omnystudio.com/listener for privacy information.
【98有聲書房】開張,訂閱收藏News98精選有聲書:https://apple.co/44KcuRo主持人:阮慕驊主題:新帝(SanDisk)為何股價可以漲十倍?節目時間:週一至週五 5:00pm-7:00pm本集播出日期:2026.01.30
【謝晨彥分析師Line官方帳號】 https://lin.ee/se5Bh8n 2026.02.02【買錯賠死! 記憶體唯一解】#華爾街見聞 謝晨彥分析師 ☆ #Sandisk 財測獲利高出市場預估3倍! ☆ AI SSD 產業結構出現何種轉變? ☆ #Flash 供應鏈哪些還有補漲空間? 馬上加入Line帳號! 獲取更多股票訊息! LINE搜尋ID:@gp520 https://lin.ee/se5Bh8n 也可來電免付費專線洽詢任何疑問! 0800-66-8085 獲取更多股票訊息 #摩爾投顧 #謝晨彥 #分析師 #股怪教授 #股票 #台股 #飆股 #三大法人 #漲停 #選股 #技術分析 #波段 #獲利 #飆股啟航 #大賺 #美債 #華爾街見聞 -- Hosting provided by SoundOn
President Trump finally announcing his pick for Fed chair: Kevin Warsh. Carl Quintanilla, Sara Eisen, and David Faber are all over the news this hour - with a deep-dive spanning his public comments as Fed governor back in 2008, to more on what it means for stocks with Apollo Global's Chief Economist. Plus: 2 Wall Street veterans who have worked with Warsh also gave their take - before the team caught up with one guest who was even seen as a front-runner in the race previously, NEC Director Kevin Hassett. Also in focus: what's driving Sandisk shares surging, Chevron's CEO on the company's fate in Venezuela, and why Apple shares are falling post-results despite strong iPhone sales.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tim Bohen turns to three stocks that experienced tremendous upside in recent months that he expects to continue bullish momentum. He likes SanDisk's (SNDK) potential as memory supply remain limited, Alphabet's (GOOGL) strength through tech diversification, and USA Rare Earth's (USAR) recent pullback backed by a volatile silver and gold trade. Kevin Green offers his technical analysis on all three stocks. ======== 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
SanDisk (SNDK) smashed expectations in earnings after EPS nearly doubled previous quarter expectations. Guidance for the current quarter more than tripled Wall Street estimates. Marley Kayden runs through the gauntlet of analyst upgrades and price target hikes after a report one analyst called "shocking." Dan Deming believes the report signals a "blow off top" in SanDisk shares and offers an example options trade for the stock. ======== 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
Die ganze Welt in einem ETF mit struktureller Outperformance. Hier geht's zum Scalable Xtrackers MSCI All Country World UCITS ETF. Apple & Sandisk hatten eine gute Nacht. 3i (Action), DWS, Deutsche Bank, Adidas, Royal Caribbean und Southwest hatten ein paar gute Wochen. York Space mit IPO. Apple mit Q.AI-Deal. OpenAI mit Amazon + Microsoft + NVIDIA Deal. SAP (WKN: 716460) hat den DAX runtergezogen. Was da los? Haben wir mit Caspar Schlenk vom Manager Magazin besprochen. Hier geht's zu seinem Tech-Newsletter. Mit 60 eine Firma gründen, mit 87 auf der Forbes-Liste landen. Klingt unfassbar. Ist die Story von Technoprobe (WKN: A3DES7). Diesen Podcast vom 30.01.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
We get the deets from the latest Norton Insights Report, which reveals more than 3/4 of online daters would date an AI. I catch up with Leyla Bilge, Global Head of Scam Research for NortonTikTok is uber-popular, of course, but what's next? On the show we've got Cassie Taylor, Global Head of Platform & Trend Marketing at TikTok. And wait to you hear her “owl” impressionWhy shouldn't you bring tech to the bedroom? I tap the expertise of a sleep expert, Andrew Holmes, a Registered Polysomnographic Technologist (now THAT's a mouthful)Thank you to Visa, Norton, and SANDISK for your incredible support. Get a huge discount on Norton anti-malware at norton.com/techitout
30/1 WS futures misti. Trump: oggi l'annuncio sul prossimo presidente Fed, sarà Kevin Warsh. Salgono dollaro e rendimenti dei Treasuries. Apple non entusiasma nonostante vendite iPhone e servizi record. Timori su margini per costo memory chip. SpaceX e XAi verso la fusione. OpenAI verso Ipo nel 4Q, Amazon pronta a investire 50mld$. Shutdown, verso accordo con democratici. Oro rifiata, miglior mese dal 1980, Ubs alza il target Price. Argento miglior mese dal 1979. Bitcoin sotto 83 mila dollari. Petrolio in calo dopo aver toccato massimi da sei mesi su possibile attacco in Iran. Trump: dazi a chi fornirà petrolio a Cuba. Sandisk stella del 2026: +17% pre-market dopo i conti. Software in territorio orso. Microsoft e ServiceNow -10%, per la società di Nadella peggior seduta da marzo 2020. Meta +10%, Tesla -3,5%: Asia mista, Shanghai giù. In Giappone inflazione sotto le attese. Il tesoro Usa non designa la Cina come “manipolatore di valute” ma accusa opacità. Eurozona: pil preliminare 4Q, inflazione in Francia e Spagna. S&P decide sul racing dell'Italia. Asml raddoppia SAP. Stellantis: il 21 maggio il piano industriale a Detroit, Alessandro Melzi D'Eril riorganizza Mediobanca. Learn more about your ad choices. Visit megaphone.fm/adchoices
DAX stabilisiert sich nach dem Donnerstagsrutsch: +0,9% auf 24.539 Punkte, auf Wochensicht -1,5%. EuroStoxx50 +0,8% auf 5.941. Adidas stützt mit Rekordumsatz, angekündigten Aktienrückkäufen bis 1 Mrd. Euro und Aktie +3,9%. In den USA bleiben Anleger vorsichtig: Dow -0,2% auf 48.949 Punkte, S&P 500 -0,2%, Nasdaq -0,3%. Trump nominiert Kevin Warsh als möglichen Powell-Nachfolger - die Zinsfantasie bleibt das große Thema. Einzelwerte: Verizon +6,4%, Sandisk +20%. American Express nach Zahlen -2,8%, Visa -1,5%. Apple meldet im Weihnachtsquartal 143,76 Mrd. USD Umsatz und 2,84 USD je Aktie, iPhone-Umsatz +23%. Tesla vorbörslich +2,2% nach Berichten über eine mögliche Fusion mit SpaceX. Swatch mit deutlichem Gewinn- und Umsatzrückgang. Deutschland: Inflation 2,1%. Ver.di kündigt für Montag Streiks im kommunalen Nahverkehr an. Rohstoffe: Gold rutscht zeitweise bis 4.958 USD und liegt zuletzt bei 4.998 USD, Silber fällt unter 100 USD.
APAC stocks were mostly subdued, with sentiment in the region clouded following a lack of fireworks at the FOMC; mega-cap US earnings saw Meta (META) rise 6.6%, Microsoft (MSFT) slip 6%, while Tesla (TSLA) rose 1.9%.FOMC kept rates unchanged at 3.50-3.75%, as expected, with the vote split at 10-2 (Miran and Waller called for a 25bps rate cut).Fed Chair Powell said rates are in a plausible range of neutral and at the higher end of the range of neutral.US Senate Majority Leader Thune sees a possibility to avoid a shutdown by week's end after Senate Minority Leader Schumer laid out Democrats' demands on ICE, CNN reported.Iranian Supreme Leader's adviser totally dismissed the notion of "a limited strike" and said, "Any military action from the US, from any origin, at any level, will be considered the start of war".Looking ahead, include Swedish GDP (Dec), Spanish Retail Sales (Dec), EZ M3 (Dec), US Jobless Claims, Chicago Fed Labour Market Indicators (Jan), Japanese Industrial Production (Dec), Retail Sales (Dec) & Tokyo Core CPI (Jan), Riksbank Policy Announcement, CBRT Minutes (Jan), SARB Policy Announcement. Speakers include Norges Bank's Bech-Moen, Riksbank's Thedeen, and ECB's Cipollone. Supply from Italy & the US.Earnings from Apple, SanDisk, Visa, Western Digital, Mastercard, Caterpillar, Nasdaq, Blackstone, Lockheed Martin, and H&MRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US Senate Majority Leader Thune sees a possibility to avoid a shutdown by week's end after Senate Minority Leader Schumer laid out Democrats' demands on ICE, CNN reported.European bourses are broadly firmer though DAX 40 has been pressured by losses in SAP, after disappointing cloud backlogs.In the pre-market: Microsoft (-6.4%, strong results, though AI spending and disappointing cloud growth weigh), Meta (+7.5%, posts record sales), and Tesla (+2%, annual revenue falls for the first time, but aims to pivot further to AI).AUD outpaces on gold and copper; G10s flat/firmer vs USD.US yields remain bid post-FOMC, supply in focus for the near-termSpot XAU nears USD 5600/oz while copper prices surge beyond USD 14k/t on greater AI demand; Crude climbs to new four-month highs as Trump reportedly considers a new strike on Iran.Looking ahead, US Jobless Claims, Chicago Fed Labour Market Indicators (Jan), Japanese Industrial Production (Dec), Retail Sales (Dec) & Tokyo Core CPI (Jan), SARB Policy Announcement. Speakers include ECB's Cipollone. Supply from the US.Earnings from Apple, SanDisk, Visa, Western Digital, Mastercard, Caterpillar, Nasdaq, Blackstone, Lockheed Martin.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über den ASML-Moment, den IBM-Triumph, schlechte Luxus-Perspektiven und endlich mal wieder einen Börsengang. Außerdem geht es um Invesco Nasdaq-100 Swap ETF (WKN: A2QMHS), Jenoptik, Micron, Nvidia, TSCM, AT&T, Amazon, GE Vernova, LVMH, Hermes, Kering, Moncler, Brunello Cuccinelli, DWS, Western Digital, Seagate, Sandisk, CoreWeave, Siemens Energy, Pfisterer, Vorwerk. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Guy Adami and Dan Nathan break down the biggest week of earnings season 2026, featuring high-stakes reports from Boeing, Microsoft, Texas Instruments, Apple, SanDisk, Western Digital, Exxon, and Chevron. Plus, Jen Saarbach and Kristin Kelly join for "He Said She Said" to analyze Japan's historic bond market crisis and the Netflix-Warner Bros-Paramount M&A saga. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
LVMH, het op-een-na meest waardevolle bedrijf van Europa, staat onder druk. Het luxe-aandeel staat met korting in de etalage omdat topman Bernard Arnault geen opvolger heeft. Dat zeggen aandeelhouders tegen Reuters. Hoe serieus we die paniek moeten nemen, bespreken we deze aflevering. Kijken we ook vast vooruit naar de jaarcijfers, die komen morgen. Vertellen we je ook over de handelsdeal tussen India en de EU, die er bijna aan lijkt te komen. Dat is best bijzonder, want er werd liefst 18 jaar over die deal onderhandeld. Steeds wisten India en de EU elkaar niet te vinden. Maar nu wel, dankzij Donald Trump. Je hoort welke sectoren profiteren. En je moet rekening houden met een nieuwe shutdown in de VS. Uiterlijk vrijdag stemt de Senaat over de begroting en het zou zomaar kunnen dat de Democraten tegen stemmen, vanwege de acties van immigratiedienst ICE. Dit weekend werd er een Amerikaan doodgeschoten door ICE, in Minneapolis en de Democraten proberen via de begroting de financiering van ICE te dwarsbomen. Ook hoor je over: Samsung, dat eindelijk geheugenchips aan Nvidia mag verkopen Rheinmetall, dat de concurrentie aan wil gaan met Starlink Shortbelegger Michael Burry, die het meme-aandeel Gamestop zit te kopen en meteen de koers omhoog praat Ryanair, dat vorig kwartaal meer boekingen kreeg, misschien wel dankzij die ruzie met Elon Musk Datacenterbouwer Coreweave, dat een miljardeninvestering binnen hengelt Te gast: Erik Mauritz van Trade Republic Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je bij over alle laatste ontwikkelingen op de handelsvloer. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille. Over de makers: Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij BNR Zakendoen en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht.See omnystudio.com/listener for privacy information.
Did you know almost HALF of U.S. utility customers experienced outages in the first half of last year, primarily due to extreme weather? To talk about back-up power, we're joined by Illia Zahnitko, Corporate Brand Manager at BLUETTIIf you haven't yet seen the Even Realities G2 smart glasses yet, they look like a traditional eyewear – but they're powered by augmented reality. To explain what it can do, we've got on the show Will Wang, CEO and Founder of Even RealitiesVivint is a super popular smart home and security tech company, but they're not resting on laurels. It has recently announced two packages, HomeProtect and HomeProtectPro, and to discuss what these are and who they're for, I sit down with William Stovall, Senior Vice President of Marketing at VivintThank you to Visa, Norton, and SANDISK for your incredible support. Get a huge discount on Norton anti-malware at norton.com/techitout
The NIA boys discuss ChatGPT Ads, Memory Stocks (Micron, Sandisk), Matt Damon & Ben Affleck New Film ModelTimestamps(00:00:00) - Intro(00:02:59) - ChatGPT Ads(00:35:43) - Memory Stocks (Micron, Sandisk)(00:47:54) - Matt Damon & Ben Affleck New Film ModelWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast Hosted on Acast. See acast.com/privacy for more information.
Die Preise für Speicherchips sind in den vergangenen Monaten regelrecht explodiert. Davon profitieren Firmen wie Sandisk, SK Hynix und Micron. Verbraucher hingegen zahlen mehr. Und: Vier Strategien fürs passive Einkommen.
Seasoned tech journalist Christine Persaud – who writes for several prominent publications – joins us on Tech It Out for the first time, to share her highlights from the 2026 CES in Las Vegas.Robotics company Dreame talks with Tech It Out about its new robot that can do two wild things. The future is crazy!Get the 4-1-1 on the NextSense Smartbuds, award-winning ‘sleep buds' from CES, which are more than just comfortable to wear while lying on a pillow. We're joined by Caitlin Shure, PhD & Head of Product at NextSenseThank you to Visa, Norton, and SANDISK for your incredible support. Get a huge discount on Norton anti-malware at norton.com/techitout
En este episodio damos inicio a la temporada 2026 del podcast de Insights, analizando una de las mayores sorpresas del mercado en 2025: la acción con mejor desempeño dentro del S&P 500, con una rentabilidad cercana al 600%.Conversamos sobre SanDisk, una empresa que muchos recuerdan por las memorias USB y tarjetas SD, pero cuyo rol actual en la infraestructura de centros de datos y la inteligencia artificial la convirtió en una de las grandes ganadoras del año. Analizamos su historia, su separación de Western Digital, los motores detrás de su crecimiento, los riesgos del negocio y por qué el mercado empezó a mirarla con otros ojos.Un episodio para entender cómo la IA está transformando industrias completas, por qué no todo en bolsa son las “Siete Magníficas” y qué oportunidades (y riesgos) se esconden fuera del radar tradicional.
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über den digitalen Euro, einen Kurssprung bei Sandisk und Trumps Warnung an den Iran. Außerdem geht es um Rheinmetall, Nvidia, Apple, RocketLab, SpaceX, Microsoft, Meta Platforms, Alphabet (Google), Tesla, Amazon, Droneshield, Renk Group, Thyssenkrupp Marine Systems, MiniMax, Zhipu AI, Teamviewer und AstraZeneca. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Episode 754: Neal and Toby preview two major events from the federal government. First, the Supreme Court is expected to rule on Trump's tariffs and what it will mean for the economy. Second, the December jobs report arrives that gives a health-check on the labor market. Then, ChatGPT launches a health tab that connects medical records and answers any health questions. Followed by Google launching its Gemini AI throughout Gmail. Meanwhile, Stock of the Week, Dog of the Week returns with Sandisk soaring 28% and a Saks bankruptcy seemed inevitable after an unsettling CEO call. Check out https://www.rubrik.com for more Join us for MBD's Trivia Night! https://mbdtrivianight-jan2026.splashthat.com/ Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
Get the “skinny” on LG's just unveiled televisions at CES – including its “Wallpaper TV” – with Gilles Perrera, Senior Go-To Market Manager at LG ElectronicsLenovo talks about its laptops that can extend with the push of a button (or voice prompt). Wow! I talk with Lenovo's Brent Lamm, Worldwide Senior Product Manager for ThinkPadTech analyst Avi Greengart with Techsponential talks with me about his top picks from the show – including a lot of innovative use-cases for AIWait, there's more! Digital lifestyle expert Mario Armstrong also shares his highlights from CESThank you to Visa, Norton, and SANDISK for your incredible support. Get a huge discount on Norton anti-malware at norton.com/techitout
Carl Quintanilla, Jim Cramer and David Faber drilled down on new record highs for the Dow and the S&P 500. Cramer outlined the stocks he believes are inexpensive in this market.Breaking News: Alaska Airlines buys 110 Boeing jets in what is the carrier's biggest aircraft order in its history. Warner Bros. Discovery rejects Paramount Skydance's amended takeover offer and urges shareholder to support Warner's deal with Netflix. Sources close to the White House tell CNBC that oil sales from Venezuela by the U.S. will continue indefinitely — and that U.S. sanctions against the South American nation will be reduced. Tech domination: Sandisk shares on fire, this month's top ten Nasdaq 100 stocks are all in the chip sector. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über en Superzyklus bei Speicherchips, ein Double Downgrade bei Adidas und Comeback-Hoffnung bei Novo Nordisk. Außerdem geht es um Bitcoin, Ether, Western Digital, Seagate, Micron Technology, Samsung, Sandisk, SK Hynix, Nanya Technology, Nvidia, Johnson Controls, Trane Technologies, Carrier Global, Tesla, Eli Lilly, Ventyx Biosciences, Infineon, STMicroelectronics, Aixtron, SAP, Adidas, Nike, Asics, Puma, JD Sports, Novo Nordisk, Wisdom Tree Strategic Metals and Rare Earths Miners (WKN: A3EKKT), MP Materials, Lynas Rare Earths, Northam Platinum Holdings, Taseko Mines, Aurubis, VanEck Rare Earth and Strategic Metals (WKN: A3CRL9), PLS Group, Albemarle, China Northern Rare Earth, MP Materials, BNP Paribas Copper ETC (WKN: PB8C0P), Global X Copper Miners UCITS ETF (WKN: A3C7FZ), Sprott Pure Play Copper Miners (WKN: A3EWMH), Copper Miners ETF (WKN: A3ECC3), Freeport-McMoRan und Southern Copper. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Bis zu 2.500 € Bonus von Scalable Capital. Neu- und Bestandskunden, die Wertpapiere oder Guthaben bei Scalable Capital einzahlen, können sich bis zum 15.01.2026 einen Bonus sichern. Alle Infos gibt's hier: scalable.capital/transfer-bonus. NVIDIA erhöht Prognose und präsentiert Chip früher. Sandisk, Western Digital, Seagate & Aeva hat die Präse gefallen. Johnson Controls, Modine, Trane und Tesla nicht so. AMD auch nicht happy. Advent will InPost. Accenture will KI. HG will OneStream. E-Rezept ist endlich da. Redcare Pharamcy (WKN: A2AR94) ist trotzdem im Keller. Was da los? Dutch Bros (WKN: A3C28Y) schlägt Starbucks. Mit Zucker und eigenem Feiertag. Diesen Podcast vom 07.01.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
En el Radar Empresarial de hoy repasamos las novedades más relevantes de Nvidia, presentadas por su consejero delegado, Jensen Huang, durante la feria tecnológica CES de Las Vegas. Aunque el directivo expuso distintas estrategias y proyectos a largo plazo, la atención se concentró especialmente en su nueva solución de inteligencia artificial, con la que la compañía aspira a liderar el sector: Vera Rubin. Huang subrayó que esta plataforma está diseñada para funcionar en centros de datos de alto rendimiento y en entornos de gran escala. El CEO explicó además que Vera Rubin incorporará una innovadora capa de almacenamiento denominada “memoria contextual”, un anuncio que impulsó de inmediato a las empresas fabricantes de unidades de memoria como Micron, Sandisk y Western Digital. Según Huang, la demanda de esta tecnología es muy elevada y se prevé que esté lista para la segunda mitad del año. En declaraciones a CNBC, afirmó que su potencia es cuatro veces superior a la de la arquitectura Blackwell. Otra de las grandes novedades del evento fue Alpamayo, la nueva tecnología de inteligencia artificial de código abierto orientada a los coches autónomos. Nvidia planea lanzar este servicio en 2027 con capacidades de conducción de nivel 4, lo que permitirá a los vehículos desplazarse sin intervención humana dentro de zonas geográficas definidas. Para ese año, la empresa espera que los taxis autónomos funcionen con su plataforma Drive y que Mercedes-Benz integre esta tecnología a finales de 2026. Como demostración, la compañía ofreció a analistas y periodistas un recorrido por San Francisco en un Mercedes, donde el 90% del trayecto se realizó de forma automatizada pese a contar con un conductor de seguridad. Nvidia recordó además que ya comercializa soluciones para automoción como Drive AGX Thor, con un coste de 3.500 dólares por chip. Por último, Huang presentó Cosmos, una plataforma para que los robots comprendan lenguaje natural, marcando el inicio de una nueva era.
Carl Quintanilla, Jim Cramer and David Faber led off the show with the Dow at a record closing high, fueled by a rally in banking and oil stocks. The blue-chip index ended Monday's trading session with its best "Santa Claus Rally" in four years. The anchors highlighted Dow components including Chevron, Caterpillar, Goldman Sachs and JPMorgan Chase. Nvidia in the spotlight one day after CEO Jensen Huang unveiled faster AI chips and robotics at CES in Las Vegas. Also in focus: Maduro/Venezuela/Trump developments after Monday's rally in oil stocks, Ford auto sales, chips on the rise, Apple shares under pressure, an investor builds a big stake in Under Armour, the latest on the battle for Warner Bros., Sandisk shares extend their parabolic run-up. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Have kids or grandkids? Learn all about TickTalk 5, the latest smartwatch for kids. We're joined by Vivian Gong, President & Co-Founder of the companyTech lifestyle expert Mario Armstrong stops by with some gadget and game gift ideas ahead of Black Friday and Cyber MondaySpeaking of gaming, I share my impressions of the ROG Xbox Ally and Ally X, plus other gaming laptops and AI-powered Windows 11 PCsDiscover how “Sign-Speak” provides automated American Sign Language recognition and transcription to help Deaf and Hard of Hearing individuals – when I interview the AWS-back startup CEO Yami PayanoThank you to Visa, Norton, and Sandisk for your support!
Visa has just published its annual “Retail Spend Monitor” report on holiday shopping data. To share the positive news, we're joined by Visa's Principal U.S. Economist, Michael BrownContinuing the legacy of the late, great Jane Goodall, I sit down with the Jane Goodall Institute's Chief Scientist, Dr Lilian Pintea, on all the ways technology is sed in Jane's 6 decades of work – and going forward. This interview was recorded at AWS re:Invent in Las Vegas.Are you always running out of storage on your iPhone or Android? You're not alone. Christina Garza, Director of Consumer Product Marketing at SANDISK, talks about its affordable new Phone Drive USB-CThank you to Visa, Norton, and SANDISK for your incredible support. Get a huge discount on Norton anti-malware at norton.com/techitout
Coming up on our festive podcast: we discover the camera system that can focus on everything, all at once, look at the pro editing software that claims to now be free forever, and discuss the most expensive album artwork ever sold. We gather the whole team for our final Quiz of the year - and we look at the tiny hard drive that might get lost in your stocking and the polariser that promises to give you back more light for the dark winter months. LINKS
In this Market Mondays clip, Rashad Bilal, Ian Dunlap, and Troy Millings break down the strategic moves and under-the-radar companies driving the explosive AI sector. Troy Millings takes viewers behind the scenes of EY University, sharing insights on how the AI revolution is being monetized—not just through household names like Nvidia, Broadcom, and AMD, but also through key players that keep the tech ecosystem running smoothly.Dive into the analogy of the AI ecosystem modeled after the human body: Nvidia stands as the heart, Broadcom as the veins, and Fabrinet emerges as a crucial valve accelerating connectivity. Troy highlights how diligent research led to the identification of Fabrinet and then pivots to discuss the soaring memory sector, featuring Micron and Western Digital.A major spotlight is placed on SanDisk, Western Digital's flash storage spin-off, which recently went public and saw an impressive performance spike. Learn why immediate demand for memory and flash storage, underscored by Samsung's inability to fulfill all orders, has made SanDisk a leader in SSD and flash—and why its addition to the S&P 500 could mean major index fund investments are about to flow in.Ian Dunlap offers trading tactics for both beginners and advanced traders, explaining the importance of targeting trades differently on Mondays and Fridays versus the rest of the week to maximize gains and protect capital.This clip is jam-packed with actionable game for investors and traders seeking to decode the tech boom—spotlighting not just the well-known names, but also the hidden gems set to benefit most from ongoing AI development.If you're ready to learn, execute, and take advantage of momentous opportunities in the evolving tech landscape, this is the clip you can't afford to miss.*Hashtags:* #MarketMondays #AIStocks #TechInvesting #SanDisk #Nvidia #Broadcom #Fabrinet #SSD #FlashMemory #StockMarket #SP500 #TradingTips #WealthBuilding #FinancialEducation #EYUniversityOur Sponsors:* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
In today's episode, Sandisk as a new micro SSD, Canon's new 45mm F/1.2 STM lens, the popularity of the Fujifilm X-Pro cameras and more. You can find the show notes here. https://liamphotographypodcast.com/episodes/episode-480-sandisks-new-ssd-canon-45mm-f12-fujifilm-x-pro
In the November livestream, we started with a market "vibe check" on the recent AI stock sell-off, debated the "AI bubble", floated a hot take on Apple's "wait and license" strategy, and answered live questions from viewers. We also announced the Q3 portfolio contest winner.01:58 Market Vibes and Stock Performance10:29 AI Revolution and Market Speculations25:41 Brookfield Asset Management and Sentinel One Insights34:13 Exploring the Cybersecurity Landscape34:58 The Impact of Cybersecurity Outages37:42 SanDisk and the AI Boom41:43 Investing Unscripted Portfolio Contest45:58 Reflections on Stock Picks and Market Trends56:17 Political Implications on the Stock Market59:44 Closing Remarks and Future PlansCompanies mentioned: AAPL, AMZN, BAM, BN, CRWD, GOOGL, META, S, SNDK, TSLA*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
It's been a bit since we did a roundup of tools and tricks that are making our tech lives a little easier, so we're doing that again this week! Will talks about USB-C-to-SATA adapters that can power 3.5" hard drives, Switch 2 grips that actually work, a long term stress test of the under-desk hanging PC, and radical innovations in nanotape technology. Meanwhile, Brad tries out high-endurance SD cards that will hopefully be the last storage you'll need to buy for your Raspberry Pi, plus the unexpected homebrew driver resurrecting Windows Mixed Reality headsets, a much-improved experience with the PlayStation VR2 on PC, and more.Reverse-engineering the Sandisk high-endurance Micro SD card: https://ripitapart.com/2020/07/16/reverse-engineering-and-analysis-of-sandisk-high-endurance-microsdxc-card/Oasis driver for Windows Mixed Reality headsets: https://store.steampowered.com/app/3824490/Oasis_Driver_for_Windows_Mixed_Reality/ Support the Pod! Contribute to the Tech Pod Patreon and get access to our booming Discord, a monthly bonus episode, your name in the credits, and other great benefits! You can support the show at: https://patreon.com/techpod