Podcasts about sk hynix

US equity futures are mixed but off their lows, with S&P futures slightly down. Bonds are little changed overall, while the dollar is slightly softer after Friday's gains. Crude is firmer amid renewed US-Iran strikes, precious metals remain under pressure, and Bitcoin is modestly higher but still below 79K level. Sentiment is soft into this week as tensions in the Middle East escalated over the weekend. US forces struck Iranian rocket launchers on Larak Island, with Tehran responding via intercepted missile strikes on US bases in Jordan. It was the first direct exchange of fire since July. Hence, diplomacy remains stalled. Companies Mentioned: KKR&Co., ONEOK, Inc., SK Hynix

A.M. Edition for Aug. 28. A federal judge finds the Trump administration violated Anthropic's first amendment rights by deeming it a supply-chain risk. Plus, prosecutors scale up their crackdown on insider trading on prediction markets. And as more young people opt out of even searching for entry-level roles, WSJ reporter Natasha Dangoor details the rising interest in apprenticeships on both sides of the Atlantic. 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.

The success of SK Hynix and Samsung helped make South Korea's stock market one of the world's hottest in recent years—but also one of the most volatile. WSJ reporter Jack Pitcher tells us about the “Rollerkospi,” and what its wild ride could mean for the broader AI trade. Plus, buying a refurbished phone might save you a few hundred dollars, but it could also come with unexpected problems. Personal tech columnist Nicole Nguyen breaks down what to look out for to avoid stress, scams, and spyware. Imani Moise hosts. Sign up for the WSJ's free Technology newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/investing/trading-platforms Fidelity Investments and Risk Reversal are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity products or services discussed are offered by Fidelity Brokerage Services LLC, Member NYSE, SIPC. The trademarks and service marks appearing herein are the property of their respective owners. Dan Nathan sits down with Imran Khan, CIO and founder of Proem Asset Management, to break down one of the wildest weeks in tech earnings. They dig into Nvidia's latest quarter and why the stock keeps trading well below the market multiple despite the growth — and make the bull case for why that's about to change. From there: the increasingly circular web of financing between Nvidia, OpenAI, Microsoft, and CoreWeave, why OpenAI is building a chip to compete with its own biggest investor, and what Imran learned on a recent trip to South Korea about the memory market (Micron, SK Hynix, and the trade that's already up huge). They also unpack Salesforce's surprise post-earnings pop after Marc Benioff and Anthropic's Dario Amodei sat down with Jim Cramer, and close out with the question everyone's asking: are we in an AI bubble, and if so, who's left holding the bag? Articles Referenced Would There Be an AI Revolution If There Were No Nvidia? (WSJ) Nvidia's $279 Billion Supply-Chain Gamble (WSJ) Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground (WSJ) OpenAI Claims Its New Chips Can Outperform Nvidia Processors in Tests (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

25/8 Buyback sui Treasury, la prima di Warsh a Jackson Hole, nuovi dazi (Canada e Cina) e sanzioni (Iran). La settimana del test sulla credibilità americana. Cosa significa per i vostri portafogli? Debasement Trade: dollaro in recupero, stabili Treasury e oro con Bitcoin sopra 80mila. Futures in verde dopo il sell-off di semiconduttori e memory della vigilia. Petrolio stabile dopo “warning” su sanzioni secondarie su digital asset, Tech, oro, aviazione e shipping. Il caso cinese. Nvidia prepara i conti e mette in produzione i chip Groq, Trump investe in Spacex, Anthropic prepara l'Ipo ma l'America rifiuta i datacenter. Sec: mandato di comparizione a banche Wall Street per caso Situational Awareness. ***Questo episodio è offerto da ⁠Scalable Capital ⁠Apri un conto con Scalable Capital e inizia a ricevere il 2,5% di interessi* sui tuoi risparmi:  https://it.scalable.capital/broker-online?utm_medium=affiliate&utm_source=qualityclick&utm_campaign=broker&c_id=QC59486e7f67706c777b517d435049607362766c747c5aS7541p&utm_term=983 Messaggio pubblicitario. Tasso lordo annuo variabile sulla liquidità depositata nel conto deposito non vincolato, composto da tasso base collegato al Tasso di Deposito BCE e tasso bonus discrezionale. Liquidità allocata presso banche partner e fondi monetari riconosciuti. Foglio informativo e condizioni su scalable.capital. Investire comporta dei rischi*** Asia prudente, Kospi giù con Samsung e Sk Hynix. Boj, verso altro rialzo. PPI sotto attese. In Cina recupera Alibaba, debacle Unitree. Europa: più mementum vs. Usa? Oggi dati su commercio e Ifo. Focus su auto e dazi al Canada. Bpm oggi cda straordinario su Ops Mps. Giorgetti incontra rappresentanti Siena. ISS a sostegno di Intesa, oggi si riunisce la Consob sotto Stazi. Unicredit, Weidmann apre a Orcel.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Meer dan de helft van de Nederlandse, particuliere beleggers denkt dat de AI-gekte eigenlijk een zeepbel is. Dat blijkt uit onderzoek van de Rabobank. Een flink aantal, maar liefst 57 procent. Alleen ontdekte de bank iets geks: een deel van diezelfde groep blijft wél lekker AI-aandelen kopen. We hebben het deze aflevering over dat bizarre gedrag. Waarom zou je je geld ergens in stoppen als het een zeepbel is? En in welke aandelen stoppen ze hun geld in? We zoeken het voor je uit. Hebben we het ook over Nvidia. De Nvidia-vrees om precies te zijn. Al zeven handelsdagen op rij is de beurskoers gedaald. Dat is de langste achtereenvolgende daling sinds 2022. Ook hebben we het over Operation Economic Outcast. Onder die naam willen de Amerikanen Iran slopen, economisch isoleren. Dus geen bommen, maar een boycot. Over Trump gesproken: hij blijkt fan van SpaceX te zijn, want hij heeft aandelen van het bedrijf van Elon Musk gekocht. Verder in dit beurstheater: Californië zegt dat Paramount lekt naar de media Klap voor Duitse economie: ontslagen Volkswagen vooral in Duitsland Eind volgend jaar al datacenters in de ruimte (zegt Elon Musk) Te gast: Mike Mulders van ING Investment Office BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. 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. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij 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. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. See omnystudio.com/listener for privacy information.

Plus: Samsung plans biggest-ever buyback. And Micron Technology is launching a research institution. Julie Chang hosts. 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 Nando Sommerfeldt und Holger Zschäpitz über Broadcoms Schuldenplan, Georgs geniale Gas-Idee und die historischen Auswüchse am Anleihemarkt. Außerdem geht es um Walmart, Advance Auto Parts, AutoZone, O'Reilly Automotive, Home Depot, Lowe's, TJX Companies, Coty, JD Sports Fashion, Adidas, Puma, Fresenius, Fresenius Medical Care, Sartorius, UBS, Tonies, Korea Gas Corporation, Vontobel, Alibaba, Deere, Broadcom, Apollo Global Management, Blackstone, Goldman Sachs, Bank of America, Nvidia, Apple, Microsoft, Amazon, Alphabet, TSMC, Meta Platforms, Samsung Electronics, ASML, SK Hynix, Deutsche Börse, Moderna, BioNTech, Eli Lilly, Novo Nordisk, Mini Future Long auf den TTF-Gaspreis von Vontobel, (WKN: VY80G4), Vanguard FTSE Global All-Cap ETF thesaurierend (WKN: A42B1M), Vanguard FTSE Global All-Cap ETF ausschüttend (WKN: A42B1N), Vanguard FTSE Global Small-Cap ETF thesaurierend (WKN: A42B1P), Vanguard FTSE Global Small-Cap ETF ausschüttend (WKN: A42B1Q), Vanguard FTSE All-World ex-U.S. UCITS ETF thesaurierend (WKN: A42B1R), Vanguard FTSE All-World ex-U.S. ETF ausschüttend (WKN: A42B1S), SPDR MSCI ACWI IMI ETF (WKN: A1JJTD), Vanguard ESG Global All Cap ETF thesaurierend (WKN: A2QL8U), Vanguard FTSE All-World ETF thesaurierend (WKN: A2PKXG), Vanguard FTSE All-World ETF ausschüttend (WKN: A1JX52). 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. Holt euch jetzt den exklusiven NordVPN-Deal inkl. 4 Bonusmonaten mit dem Code Allesaufaktien oder unter https://nordvpn.com/allesaufaktien 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 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

Unser Partner Scalable Capital ist der einzige Broker, den deine Familie zum Traden braucht. Bei Scalable Capital gibt's nämlich auch Kinderdepots. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Unitree startet mit +460%. Moderna verdoppelt sich nach Krebs-Impfstoff-Erfolg. US-Finanzminister verdoppelt Anleihen-Rückkäufe. OpenAI-Wachstum stockt. Estée Lauder feiert Comeback. Kreuzfahrten boomen. Marvell x Alphabet. SK Hynix kauft sich selbst. Outdoormarken boomen. Aber VF Corp. (WKN: 857621) ist so günstig wie in der Finanzkrise. North Face und Timberland wachsen, Vans zieht den Kurs runter. Lohnt sich die Wette auf einen Markenverkauf? Bitcoin legt 5% zu vor Trumps Krypto-Gipfel im Weißen Haus. Die Wale kaufen wieder. Aber GenZ steckt Investmentgeld lieber in Sportwetten. Prediction Markets als Versicherung? Nicht ohne Risiko. Diesen Podcast vom 20.08.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

The US Treasury provided a boost to bond and equity markets yesterday, announcing that it will more than double repurchases of 10, 20, and 30-year debt in the next few months. This saw the long bond yield fall 10 bps from its 19-year high on Tuesday, to 5.184%. Gold had its best day since March. US stock markets also closed up on the day with Moderna and Merck providing a boost. Asian equity markets continued the rally overnight and the KOSPI leapt over 6% after SK Hynix announced a big stock buyback. Carsten Menke, Head of Next Generation Research, joins the podcast today to talk about gold and silver. Tune in to find out what he believes has been driving the August rally, and whether he thinks it can continue from here.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:28) - Markets wrap-up: Bernadette Anderko, Product & Investment Content (06:49) - Gold and silver: Carsten Menke, Head of Next Generation Research (11:21) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Plus: Amazon to expand drone delivery service to nearly 500 locales. And SK Hynix plans to buy back more than $28 billion shares. Julie Chang hosts. 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 Nando Sommerfeldt und Holger Zschäpitz über den Halbleiter-Jammer, den Klarna-Kater und den historischen No-Optimismus. Außerdem geht es um Micron, SanDisk, SK Hynix, Intel, Alphabet, JPMorgan Chase, Infineon, Siemens Energy, Aixtron, SÜSS MicroTec, Elmos Semiconductor, Deutsche Telekom, 1&1, United Internet, H&M, Klarna, Baidu, Bank of America, Lowe's, Target, TJX Companies, Analog Devices, Wolfspeed, Estée Lauder, Heidelberger Druckmaschinen, DocMorris, Meta Platforms, Mizuho Financial Group, Jefferies Financial Group, Cboe Global Markets, Siemens, Siemens Healthineers. 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-3… 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 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

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über das Aschenbrenner-Paradoxon, die Zeitenwende bei Geely und eine AAA-Idee, die keine Auto-Aktie ist. Außerdem geht es um S&P Global, Sandisk, Micron Technology, Bloom Energy, TSMC, Nebius Group, CoreWeave, STMicroelectronics, Applied Digital, Riot Platforms, SharonAI Holdings, ServiceNow, Autodesk, Adobe, Elastic, Shopify, Workday, Quantum Computing, Ondas Holdings, indie Semiconductor, SoundHound AI, Centrus Energy, SpaceX, Nvidia, OHB, Airbus, Geely Automobile Holdings, Strategy, Tesla, Home Depot, Baidu, Klarna, Xiaomi, Pony AI, Keysight Technologies, SK Hynix, Intel, Redeia, Schroders, Daimler Truck, Mercedes-Benz Group, Porsche AG, Global X Data Center REITs & Digital Infrastructure (WKN: A2QPB0), First Trust Nasdaq Clean Edge Smart Grid Infrastructure (WKN: A3DGK5), Global X European Infrastructure Development (WKN: A40E7B), iShares Global Infrastructure (WKN: A0LEW9), BNP Paribas Easy ECPI Global ESG Infrastructure (WKN: A3EWYS), SPDR Morningstar Multi-Asset Global Infrastructure (WKN: A12EAR). 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 Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Reddit krijgt promotie! Het mag de S&P 500 in. En dat ondanks een dramatisch beursjaar tot nu toe. Ruim 30 procent daalde het aandeel. Aan hun eigen cijfers kan het niet liggen, de omzet groeide al zes kwartalen op rij met meer dan 60 procent. Gaat dit dan het kantelpunt zijn? En wat heeft het aandeel Reddit anders nodig? Dat hoor je in deze aflevering. We hebben het ook over een verandering bij een van 's werelds grootste beleggers. Bill Ackman staat erom bekend dat hij maar in een handjevol bedrijven investeert, en nu gooit hij zijn halve portefeuille om. Opvallende timing, want het gebeurt in dezelfde week als Berkshire Hathaway die weer aan het inslaan is. Overigens is er ook nog een opvallende investering. Er mag dan wel veel negatief nieuws zijn over Netflix, maar Ackman gelooft in het aandeel. Verder hoor je over een opvallende maatregel in Zuid-Korea. Daar proberen ze de volatiliteit in de Kospi te bezweren door beleggers eerst een week op cursus te sturen. En we hebben het over een record bij Tesla in Zweden. Maar niet een waar Musk blij van wordt. Te gast: Errol Keyner van de Vereniging van Effectenbezitters BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. 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. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij 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. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

Plus: Enthusiasm for the AI trade continues to build overseas. South Korea's Kospi index gained more than 3% for a second straight day, and Lenovo Group's shares rose 20% in Hong Kong after the company posted record-high revenue. Pierre Bienaimé hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tony: -Carbonation Station: Bucked Up Franken Juice (Caramel Apple) Lando - A&W Rootbeer float -Ramageddon Marches forward: https://www.tweaktown.com/news/113004/memory-capacity-for-all-of-2027-has-reportedly-been-booked-and-sold-with-no-more-dram-or-hbm-available/index.html -We used to believe in science, right? RIGHT?!… https://arstechnica.com/health/2026/08/trump-wants-big-pharma-to-split-mmr-vaccine-big-pharma-thinks-its-idiotic/ Jarron:  -Here's a device I didn't I know needed in my life: https://www.theverge.com/tech/952441/yueban-xiaoban-self-driving-autonomous-toilet -You, too, can learn to echolocate: Humans Can Learn To Echolocate In Just 10 Weeks, and It Rewires the Brain -Google lost a lawsuit for the greatest reason: Court Grants SerpApi's Motion to Dismiss Google Lawsuit -Do you trust your money with Elon? X Money is launching in the US starting today -First room-temperature quantum material: LSU Physicists Create First Room-Temperature Quantum Material -Ford Fathom sounds awesome: Ford's first ultra-cheap EV is called Fathom, a full-featured truck for $28,350 -BMW has spider problems.  ★  -Flock camera vandalism! Hahahahahaha. Flock Camera Vandalism Continues Around America, While 100 Communities Reject ALPRs -SK Hynix is actually building more capacity: SK Hynix pledges $38 billion to build two new DRAM and NAND factories Viture's latest glasses actually look like a reasonable deal: Viture's cheapest AR glasses have the sharpest image clarity I've seen yet Owen: -I will buy this sight unseen, just INCASE it's real. https://www.dexerto.com/entertainment/engineers-autonomous-micro-drone-scores-first-kill-in-plan-to-eradicate-mosquitoes-3387426/ -Casio watch ring fired of the nostalgia dopamine https://www.designboom.com/technology/casio-ring-watch-smart-wearable-health-tracking-notifications/?shem=dsdf,sharefoc,agadiscoversdl,,sh/x/discover/m1/4 Lando: -Plastic News https://gizmodo.com/this-new-process-turns-plastic-trash-into-clean-fuel-instead-of-pollution-2000787077

Markets digest tame inflation data, falling oil prices and another round of tech earnings. Mike Pyle, Deputy Head of BlackRock's Portfolio Management Group, assesses the broader market backdrop and what could drive the next move. Ray Wang, Chairman of Constellation Research, breaks down the tech trade and where the AI investment cycle goes from here as Applied Materials reports earnings. John Kolovos, Head of Technical Strategy at Macro Risk Advisors, analyzes the charts and identifies the signals that matter most for market momentum. Our Katie Tarasov takes an inside look at SK Hynix, its massive expansion in South Korea and its first U.S. factory. She examines whether soaring demand for high-bandwidth memory has permanently changed the economics of the industry or whether SK Hynix risks overbuilding if the AI boom slows. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In July 2026, SK hynix raised a record $26.5 billion by listing its ADRs on the NASDAQ, the second-largest offering in US history. The company had always been well-known inside Korea. But now, they are taking a momentous step into the world spotlight. In today's video, how a company long seen as South Korea's semiconductor basket case clawed back from the brink to become an AI memory titan.

En el episodio de hoy Valentina Orduz y Juan Manuel de los Reyes analizaron el déficit fiscal de Estados Unidos, que en julio alcanzó $432 mil millones de dólares, el mayor para ese mes en la historia, y explicaron por qué más déficit significa más emisión de bonos y más presión sobre los rendimientos. Luego abordaron el PPI, el índice de precios al productor. Por último, exploraron el caso de SK Hynix, líder mundial en memoria HBM para IA y su plan de expansión por $720,000 millones de dólares.

In July 2026, SK hynix raised a record $26.5 billion by listing its ADRs on the NASDAQ, the second-largest offering in US history. The company had always been well-known inside Korea. But now, they are taking a momentous step into the world spotlight. In today's video, how a company long seen as South Korea's semiconductor basket case clawed back from the brink to become an AI memory titan.

ST Engineering and CapitaLand Investment deliver stronger earnings - but which has the more compelling growth story from here? Michelle Martin breaks down the numbers and what investors should be watching next. Why did Cisco fall despite beating expectations? What does Bank of America’s US$1.9 billion Jio Credit deal say about its ambitions in India? Why are SK Hynix and Samsung in focus amid reports of Temasek investment plans? And what does a US$12.5 billion Lakers valuation tell us about the value of elite sports franchises? Plus, Digital Core REIT, NTT DC REIT and Food Empire enter the local spotlight; and Google’s latest Pixel phones raise a bigger question - is AI really enough to make us upgrade our smartphones?See omnystudio.com/listener for privacy information.

How do you value a memory semiconductor stock like SK Hynix when no one can predict DRAM prices? Equity analyst Shan Rui Yeo walks through the team's Monte Carlo valuation framework: a discounted cash flow run through thousands of scenarios that prices the business on a distribution of returns rather than a single forecast. He also explains how two-times leveraged single-stock ETFs have been amplifying SK Hynix's daily price swings, why regulators and Korean brokers are responding to retail leverage, and why flow-driven volatility can be a gift for long-term investors. The through-line: memory can be cyclical, structurally growing, and wealth-creating all at once. 0:00 - Introduction & Disclaimer 0:21 - How Do You Value a Memory Stock Amid Huge Uncertainty? 0:54 - Monte Carlo Valuation: Pricing SK Hynix on a Distribution of Outcomes 5:27 - Day-to-Day Volatility: Fundamentals or Flows? 6:17 - How 2x Leveraged Single-Stock ETFs Amplify SK Hynix Price Swings 9:40 - What Investors Underappreciate About the Memory Industry 10:21 - Closing Thoughts & Subscribe Key Takeaways Key uncertain variables (DRAM prices, supply response, China risk) are modelled as ranges and run through thousands of scenarios; the output is a distribution of returns, treated stochastically. SK Hynix scenarios: bull (prices hold through the decade), realistic (decline from 2028 as supply arrives), bear (accelerated decline on over-investment and Chinese supply). The test is being paid adequately across the whole distribution, not picking the right scenario; the distribution centred around 12% with positive skew. New data points (LTAs signed, capacity expansion) update the distributions; position sizing follows the shape, and the team trimmed as the shares ran. Two-times leveraged ETFs rebalance by buying after rises and selling after falls, amplifying 10 to 15% daily moves in SK Hynix. Flow-driven volatility widens the gap between price and value, which long-term investors can use. Memory can be cyclical, structurally growing, and wealth-creating at the same time. Host: Rob Campbell, CFA, Institutional Portfolio Manager Guest: Shan Rui Yeo, CFA, Equity Analyst This episode is available for download anywhere you get your podcasts. Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore. Visit us at: https://www.youtube.com/@MawerInvestment https://www.mawer.com https://www.linkedin.com/company/mawer-investment-management/ https://www.instagram.com/mawerinvestmentmanagement/ #ArtOfBoring #MawerInvestmentManagement #MawerInvestment #Podcast #Finance #Investing #semiconductor #tech #techexplained #memory #skhynix

SK Hynix plans to spend $38 billion building two new memory-chip plants, a major bet on future demand for the hardware that powers AI systems.In this episode, we break down why the AI race is not only about software. It is also a massive manufacturing story, where the companies building the underlying chips may hold enormous leverage.Support the Show• Amazon picks: https://amzn.to/4fUGHEm• Amazon picks: https://amzn.to/4pUHt8Q• Amazon picks: https://amzn.to/45a4MC9• Need a website or app? https://hireawebteam.com• Support us on Patreon: https://www.patreon.com/c/StageZeroNews?view_as=patron&vanity=StageZeroNews• Subscribe on Supercast: https://clubelon.supercast.com/Disclosure: Amazon links may earn a commission from qualifying purchases.

It's been a summer of extremes, and this week's Must Read Research highlights four themes shaping markets across regions and asset classes. Candace Browning, Head of Global Research at BofA Securities, reviews a powerful earnings season that continues to deliver broad-based EPS growth, even as investors become increasingly difficult to impress. The episode also examines mounting risks in European energy markets amid record temperatures and tightening gas inventories, the accelerating AI investment cycle driving memory demand following SK Hynix's landmark U.S. listing, and a potentially significant reshuffling of MSCI emerging-market indexes that could redirect billions of dollars in investor flows. Together, these developments offer a timely look at the forces influencing corporate profitability, energy security, AI infrastructure spending, and global capital allocation.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcA hedge fund goes from $200 million to $45 billion... then loses almost all of it in just a couple of weeks. And somehow, the biggest lesson isn't about making money—it's about how leverage can completely destroy even an incredible trading record.This conversation breaks down the wild collapse of the Situational Awareness Fund, how concentrated AI bets, leverage, margin calls, and forced liquidation created a brutal downward spiral, and why other big players were able to step in and buy positions at fire-sale prices. The discussion also looks at Korea's massive KOSPI selloff, Samsung and SK Hynix, short interest, market contagion, and why the "buy the dip" mentality can be incredibly dangerous when the trend is still pointing down.There's a major lesson here for every trader: never put yourself in a position where someone else can force you to sell. That's why the conversation keeps coming back to leverage, margin, risk management, and having enough dry powder to survive when the market gets ugly. Because the exact moment you're forced to liquidate is often the moment you least want to sell.And then things get really interesting. The episode dives into a massive Plan ETF backtesting session that uncovered some surprising improvements. A rising Nasdaq Fear & Greed Heat Map alone pushed backtested expectancy from 8.66% to 11.55%, while combining rising constituent greed and bullish breadth pushed it even higher. There's also a deep dive into the Sector Intelligence Map, finding emerging themes, managing active trades, and identifying where money is actually flowing.✅ The massive Situational Awareness Fund blowup and leverage risks✅ KOSPI, Samsung, SK Hynix, AI stocks, and market contagion✅ Why forced liquidation can turn a normal selloff into a market-wide spiral✅ Plan ETF backtesting, expectancy, Fear & Greed, and market breadth✅ Sector Intelligence Map, trade management, and finding emerging opportunitiesIf you've ever wondered how a trader can make thousands of percent and still end up in a catastrophic drawdown... or how professional traders improve a strategy using actual data instead of guesswork... this episode has a lot to unpack.Video Link: https://www.youtube.com/watch?v=1-O6ioAE4bQ&t=633sSubscribe to OVTLYR for disciplined trading strategies that actually make sense.

Big Tech is spending at a scale we've never seen before to build the infrastructure behind AI, but investors are still trying to answer the trillion-dollar question: will the returns justify it? Alec is joined by T. Rowe Price portfolio specialist Sam Ruiz to unpack what earnings season has revealed, where the AI bottlenecks are shifting, and why the hardware supplying the boom may be an easier question to answer than picking the eventual AI winners.In this episode:00:00 Is the AI Boom Sustainable?03:52 Big Tech's Trillion-Dollar AI Bet06:58 AI Revenue Is Surging09:17 Who's Funding the AI Boom?12:19 The World Needs More Compute15:55 Why AI Stocks Swing Wildly20:01 Can AI Earnings Last?24:37 China's AI Threat29:36 AI's Battle for Your Ecosystem33:10 Did Apple Miss AI?37:40 Best Ways to Invest42:35 Protecting Against an AI BustETFs and stocks mentioned: Alphabet (GOOGL / GOOG), Microsoft (MSFT), Amazon (AMZN), Apple (AAPL), Meta (META), Oracle (ORCL), Nvidia (NVDA), AMD (AMD), Intel (INTC), SK Hynix (000660.KS), Samsung (005930.KS), Vertiv (VRT), Siemens (SIE / SIEGY), Caterpillar (CAT), Palantir (PLTR).———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Bryce is back from 5 weeks in Europe and markets have been anything but quiet. AI stocks plunged & rebounded, leverage wiped out some huge trades, Big Tech delivered monster earnings, and markets pushed back towards record highs despite a shaky macro backdrop. Back home, Australian property prices are finally softening…In this episode:00:00 - Bryce's holiday recap & a wild month in markets04:20 - The AI trade gets a reality check08:48 - Leverage, margin calls & Leopold Aschenbrenner12:30 - Is the AI spending boom sustainable?14:48 - Earnings season delivers blockbuster numbers21:46 - The companies crushing expectations25:34 - Iran, inflation & the global macro picture28:44 - Australia: rates, property prices & staying investedStocks & ETFs Mentioned: Nvidia (NASDAQ: NVDA), AMD (NASDAQ: AMD), Intel (NASDAQ: INTC), SpaceX, Oracle (NYSE: ORCL), Samsung Electronics, SK Hynix, Alphabet (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Caterpillar (NYSE: CAT), GE Vernova (NYSE: GEV), MercadoLibre (NASDAQ: MELI), Palantir (NASDAQ: PLTR), IBM (NYSE: IBM), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Betashares Global Banks ETF (ASX: BNKS), JPMorgan Chase (NYSE: JPM), Goldman Sachs (NYSE: GS), Exxon Mobil (NYSE: XOM), Chevron (NYSE: CVX)Finfest 2026 Tickets still available, to secure yours head to https://equitymates.com/finfest-2026/Check out our NEW SHOW: How I Got Started - https://equitymates.com/series/how-i-got-started/+ Plus, check our our NEW CHANNEL: Equity Mates Explains - https://www.youtube.com/@EquityMatesExplains———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

“Intelligence is 100 percent human. AI is a tool created by humans to distill, digest, and distribute intelligence.” — Keith Teare The working class died this week — at least in Palo Alto. Delivering the eulogy in our regular That Was The Week tech summary is my co-host Keith Teare. “Humans create intelligence,” (whatever that means) the Silicon Valley-based entrepreneur tells us. And so, in our AI age of supposedly abundant intelligence, he pronounces, human knowledge “should not be trapped inside experts, institutions, or companies.” Check your pockets, everyone. Silicon Valley has another freebie for you. With AI, the entrepreneur promises, intelligence is democratized. Everybody gets it. We will all have the intelligence of a Nobel laureate at our fingertips. Even Keith. And so he attacks Daron Acemoglu, the Nobel Prize-winning MIT economist who has called for a “pro-worker AI.” But, for Keith — a council-estate kid from Yorkshire whose lifetime ambition was to evacuate the working class — this is “complete bullshit.” Acemoglu's ideas, he says, are an example of the “fetishization of workers” when, in fact, we should be celebrating the end of the “working class.” What Acemoglu is calling for in his pro-worker AI manifesto is more government planning for today's transition to the AI epoch. But Keith disagrees. So I asked him three times what government should do while AI kills the working (and middle) class. “Allow it to happen,” he finally answers. “A good upheaval.” Good? The former “worker” will lack jobs, wages, healthcare, housing. Even food in an America now eliminating food stamps. No matter. Let them eat intelligence. Five Takeaways •       Humans Create Intelligence. Keith's editorial thesis distinguishes individual intelligence — where experts live, and always will — from the collective sum of everything all humans, living and dead, have ever contributed. That collective stock was once locked in encyclopedias, libraries, and universities; for the first time, AI can aggregate, distill, digest, and distribute it, at a price falling toward everyone. Knowledge, he writes, “should not be trapped inside experts, institutions, or companies” — but note the fine print: experts don't disappear in this democratization. If anything, they get elevated: the expert reading an AI's output about viruses understands it very differently than the rest of us.•       The End of the Age of Heroes? Noah Smith's much-shared essay argues that AI ends the era of the mathematical hero — and that's fine, since most people (truck drivers, financial advisers, executive assistants) never got to be heroes anyway. Keith's rebuttal turns on his central distinction: AI and intelligence are not the same word. There is no evidence, he argues, that AI creates new knowledge — it understands and distributes the existing stock. Innovation still takes individuals, and those individuals now start from a far higher floor, leveled up to everything already known. Heroes don't go away; they multiply. In the world of AI, he suspects, every single teacher becomes one.•       “What Even Is Pro-Worker AI?” The week's main event: Daron Acemoglu — via Yascha Mounk's Persuasion interview and an Atlantic essay, with What Happened to Liberal Democracy out next week — wants AI agencies, grant programs, and public competitions to build “pro-worker AI.” Keith's verdict: “complete bullshit.” The middle-class “fetishization of workers” is paternalistic; the wage is a temporary power relationship between employer and employee; and the end of the working class is precisely the progressive outcome — says the council-estate kid from Yorkshire whose aspiration was not to be working class. Pressed three times on what government should do amid the upheaval, Keith finally answered: “Allow it to happen… a good upheaval.” Though swap workers for people, he conceded, and he'd almost entirely agree — every teacher a hero, even in East Palo Alto.•       Bandwagons and Silences. Regular people are being arrested protesting data centers; Erin Brockovich — a Keen On guest some years back — is assembling class actions; Ezra Klein has begun folding anti-big-tech language into abundance. A politician-led bandwagon, Keith argues, regressive but keyed to genuine local concerns. The stranger fact is the silence on the other side: neither Altman nor Amodei nor Demis Hassabis is making the public case that AI benefits everybody — astonishing, Keith says, and the vacuum Acemoglu is trying to fill. Hassabis himself stepped aside at Google this week — a scientist returning to science as Sergey Brin becomes AI czar — while the Nobel-winning AlphaFold team has been quietly broken up. “Something strange is going on there.”•       A Drama in a Teacup. Is the AI economy real? Ed Zitron's stat — 70 percent of Amazon, Microsoft, and Google's AI revenue comes from OpenAI and Anthropic — is two-thirds right, says Keith, and no problem at all: beneath the concentration, the money comes from some two billion distributed users paying real subscriptions, and the revenues are sustainable. The Aschenbrenner postscript, via Porter Stansberry's post of the week: he bet the chip layer (Samsung, SK Hynix) when the value sat a layer up, got the timing wrong more than the thesis, sold to Citadel at a discount — and kept his Anthropic shares, remaining a multi-billionaire. As for the coming reality check: Anthropic and OpenAI will IPO only when public capital beats private, and SpaceX's wobble from $135 to $108 — through a 20 percent lockup release — counts as no catastrophe. Public markets, Keith reminds us, don't determine the success of the underlying business. About the Co-Host Keith Teare is the publisher of That Was The Week, the essential weekly tech newsletter, and founder and CEO of SignalRank Corporation. A serial entrepreneur — co-founder of, among others, EasyNet and RealNames — he was present at the creation of the UK internet and has spent four decades at the intersection of technology, capital, and ideas. He joins Keen On America every Sunday to make sense of the week in tech. His AI-assisted book in progress is titled Who Owns Intelligence. References: •       That Was The Week — Keith's newsletter, including this week's editorial, “Humans Create Intelligence.”•       Noah Smith — “The End of the Age of Heroes,” on what happens to human ambition when the machines do the math.•       Daron Acemoglu — the Yascha Mounk interview at Persuasion, the Atlantic essay on pro-worker AI, and What Happened to Liberal Democracy, out next week.•       The Financial Times — “Google's AI shakeup boosts Brin as DeepMind's Hassabis steps aside.”•       Ed Zitron — on the 70 percent of hyperscaler AI revenue that flows from OpenAI and Anthropic.•       Porter Stansberry — post of the week, on Leopold Aschenbrenner's losses, Citadel's discount, and the drama in a ...

A hardware wallet's 5-year-old randomness bug just let hackers drain over $100 million in Bitcoin. How many more waves are coming? Plus, Ethereum's fight over cutting ETH issuance. ======================================================== Thank you to our sponsors! ⁠⁠⁠⁠⁠⁠Cape⁠⁠⁠⁠⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at ⁠https://cape.co/unchained⁠ (use code: UNCHAINED). ======================================================== A firmware randomness bug buried in Coldcard's code since 2021 surfaced last week and has already drained over $100 million, an estimated 1,600 to 1,800 Bitcoin, across four attacker waves. Taylor Monahan makes the case that the culprit is not North Korea but professional GPU crackers, and explains why the dice-rolling ritual many early victims trusted still left them exposed. Sonya Kim, co-founder of 3F Labs, and Mike Silagadze, founder and CEO of ether.fi, debate where DeFi's responsibility ends after trade.xyz's SK Hynix perp swung from $1,128 to $917 on a thin premarket print, then turn to Ethereum's own monetary policy fight. That fight centers on EIP-8361, a proposal to cut ETH issuance that opened with only 48 hours for public comment, reviving the minimum viable issuance debate Sonya once worked through at Steakhouse. Silagadze calls cutting issuance economically unsound and warns it could push billions of dollars of ETH out of staking, while Kain Warwick argues the resulting chaos is good for an Ethereum governance culture that had grown too quiet. The conversation covers Coldcard's entropy failure, the dice rolls that did not save early victims, trade.xyz's oracle mispricing, and Ethereum's issuance fight. Hosts: ⁠⁠⁠⁠⁠⁠⁠Kain Warwick⁠⁠⁠⁠⁠⁠⁠ - Host of Uneasy Money and Founder of Infinex and Synthetix ⁠⁠⁠⁠⁠⁠⁠Taylor Monahan⁠⁠⁠⁠⁠⁠⁠ - Co-host of Uneasy Money and Security Expert Guest: ⁠⁠⁠⁠⁠⁠⁠⁠Sonya Kim - Co-Founder of 3F Labs ⁠⁠⁠⁠⁠⁠⁠⁠Mike Silagadze - Founder and CEO of Ether.Fi Timestamps

Plus: SK Hynix plans to invest about $38 billion to expand chip production. And video game company Take Two reports loss despite higher revenue. 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.

Andrew, Ben, and Tom discuss Atlassian soaring 30% after declaring "AI is the best thing that's ever happened" to the company with credit consumption doubling quarter-over-quarter, the ECB reportedly blindsided after Treasury sold euros rather than dollars in last week's yen intervention with senior officials calling it an unprecedented breach of monetary cooperation conventions, Microchip Technology rising 9% on accelerating data center demand and a long multi-year upcycle across aerospace, defense, industrial, and automotive, Natera jumping 15% on accelerated MRD testing, Elon Musk's new $16.8 billion Terafab chip facility in Texas backed by SpaceX and Tesla, SK Hynix's $38 billion capacity expansion to ease the memory shortage, reports that Nvidia is testing lower-memory versions of its next-gen Rubin Ultra GPU, upcoming changes to the PCE calculation expected to lower reported inflation by up to 30bps, today's jobs report, and new US intelligence suggesting Putin could test NATO's resolve with a limited incursion.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über den FlashCrash von SK Hynix, den brutalen Absturz von AppLovin und Aufatmen bei der Telekom. Außerdem geht es um ExxonMobil, Chevron, SanDisk, Western Digital, Micron, Seagate, Honeywell Aerospace, Datadog, Alphabet, Motorola, Albemarle, Parker-Hannifin, Easyjet, Apollo, Peloton, Siemens, Rheinmetall, Renk, Hensoldt, Scout24, Commerzbank, Unicredit, Ondas Holdings, Heidelberger Druckmaschinen, DroneShield, HANetf Drone ETF (WKN: A423E5), VanEck Defense UCITS ETF (WKN: A3D9M1) und Global X Europe Focused Defence Tech (WKN: A416YM). Unter diesem Link für den AAA-Newsletter anmelden – und am Samstag am besten direkt um 8 Uhr ins Postfach schauen. www.businessinsider.de/informationen/newsletter-crosspromo/ 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 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

S&P futures are pointing to a higher open, extending recent momentum. Asian markets rallied across the board today. Tech names saw strong gains in Japan, South Korea, and Taiwan. Mainland China, Hong Kong, and Australia recorded relatively modest gains. European markets are also higher this morning. Companies Mentioned: Walt Disney, Gran Tierra Energy, SK Hynix

This week, Jun and Daniel sit down for Part Two of their final podcast summary, diving deep into the core pillars of Korean culture they've explored over the last 125+ episodes. Attempting to create a definitive "Korean American Podcast Dictionary," the hosts debate the true definitions of Jeong, Han, Nunchi, and Guk-rule. Daniel challenges the romanticization of Jeong by highlighting the healthiness of American boundaries, while Jun explains how Nunchi acts as the ultimate tool for social efficiency in a high-context, homogeneous society.The hosts also tackle the deep psychological differences between Korea's scarcity mindset and America's abundance mentality. They explore why Korea's struggle with modern economic inequity—highlighted by the recent Samsung strikes over SK Hynix bonuses—directly stems from a post-1950s history where equality meant fairness. Finally, Daniel and Jun reflect on the unfulfilled goals of the podcast—from exploring K-Pop and Korean Adoptee stories to the lack of morning culture in Seoul—and reminisce over their terrible early audio quality and hilariously creative old episode titles like "The Cleaning Towel of Evil".As a reminder, we publish our episodes bi-weekly from Seoul, South Korea. We hope you enjoy listening to our conversation, and we're so excited to have you following us on this journey!Support the showWe hope you enjoy listening to our conversation, and we're so excited to have you following us on this journey!Support us on Patreon:https://patreon.com/user?u=99211862Follow us on socials: https://www.instagram.com/koreanamericanpodcast/https://twitter.com/korampodcasthttps://www.tiktok.com/@koreanamericanpodcastQuestions/Comments/Feedback? Email us at: koreanamericanpodcast@gmail.com Member of the iyagi media network (www.iyagimedia.com)

Los datos de PIB en Estados Unidos del segundo trimestre confirman que la economía sigue creciendo a pesar de la guerra de Irán y la subida del petróleo. Eso sí, de forma más suave. El producto interior bruto creció un 1,5% interanual, medio punto menos que en el trimestre anterior y por debajo del 1,8% que esperaban los analistas. Ese crecimiento descansa sobre una sola apuesta, la inteligencia artificial. La construcción de centros de datos, el empleo que arrastra y la revalorización bursátil de fabricantes de chips como Nvidia explican en torno a un tercio del crecimiento trimestral. Una única actividad que hace tres años apenas figuraba en la contabilidad nacional sostiene ahora un tercio del PIB de la primera potencia mundial. El motor es el gasto en centros de datos, naves climatizadas repletas de servidores. El gasto empresarial ligado a la inteligencia artificial se acerca a los 1,5 billones de dólares interanuales, frente al billón escaso de hace dos años. Las cinco grandes tecnológicas prevén invertir cerca de 4 billones de aquí a 2029. Pero no toda la construcción va tan bien. La construcción de naves y fábricas no relacionadas con la inteligencia artificial ha caído 22% interanual, justo cuando el Gobierno presiona para repatriar fábricas. Los materiales de construcción acumulan subidas superiores al 55% desde 2020, y algunos equipos como los transformadores se han encarecido un 70% en los últimos cinco años. La fiebre por la inteligencia artificial también ha hecho subir los chips de memoria, cuyo precio está por las nubes. Fabricantes como Samsung, SK Hynix y Micron están haciendo su agosto. Venden rápidamente todo lo que sale de la cadena de producción a casi cualquier precio. La memoria del tipo DDR5 ha subido un 400% en un año, un kit de dos módulos que costaba 200 euros el verano pasado supera ahora los 1.000. El iPhone encarna mejor que nadie la factura que se traslada al consumidor final. Fabricar el modelo base del próximo iPhone 18 Pro costará un 25% más y eso se dejará notar en los precios de venta al público. Con semejantes subidas en los precios el mayor temor ahora es la inflación. La Reserva Federal ha mantenido el tipo de referencia entre el 3,5% y el 3,75%, pero con fricciones internas. Buena parte de los suministros para que los centros de datos funcionen se importan, de modo que una parte del gasto no computa como crecimiento interno. Estados Unidos ha importado en los últimos cinco meses unos 90.000 millones de dólares en equipos electrónicos solo desde Taiwán, frente a los 20.000 del año anterior. El comercio exterior ha restado de hecho un punto al PIB trimestral. El otro pilar que explica la euforia está en la bolsa. La riqueza neta de los hogares estadounidenses alcanza ya los 174 billones de dólares, y ese efecto riqueza sostiene el consumo. El gasto infla la bolsa, la bolsa infla el patrimonio y el patrimonio infla el consumo. La rueda, no obstante, podría empezar a girar en sentido contrario. Buena parte de la inversión se financia con deuda, con emisiones de bonos continuas y cada vez más elevadas. La inteligencia artificial ya funcionando también encarece ciertos servicios. Delta se valdrá de un novedoso algoritmo para fijar precios dinámicos en las tarifas, un algoritmo que personalizaría los precios con una precisión de la que carecen los algoritmos actuales. Estados Unidos, en definitiva, se ha subido a un caballo muy rápido sin saber del todo hacia dónde galopa. Las caídas de los caballos rápidos, cuando llegan, también lo son. En La ContraRéplica: 0:00 Introducción 4:06 La factura oculta de la IA 32:11 La difícil relación en el estrecho 40:19 ¿Le debe algo Pedro Sánchez a Marruecos? 46:54 La isla de los faisanes y el peñón de Vélez de la Gomera · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #ia #centrodedatos Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

Plus: Amazon shares surge after cloud-computing sales accelerate. And Universal Music Group stock slumps after weak earnings. Alex Ossola hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber and Jim Cramer led off the show with reaction to the latest mega-tech earnings: Amazon shares surged on quarterly results boosted by cloud growth, while Apple shares sank on guidance that disappointed investors — and overshadowed a Q3 beat in Tim Cook's final earnings report as Apple CEO. Chevron CEO Mike Wirth joined the program to discuss oil prices and his company's biggest quarterly profit in at least six years. Also in focus: David's update on AI investor Leopold Aschenbrenner and the unwinding of many of his hedge fund's trades, the high-flying stocks that took a major hit in July, Samsung and SK Hynix shares soar and propel South Korea's Kospi to an 18% gain, Microsoft's record-breaking one-day market cap gain.   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.

What took Situational Awareness from a $45bn hedge fund down to a $10bn hedge fund in less than a month? Two years ago Leopold Aschenbrenner was a researcher at OpenAI who wrote a 165-page essay about superintelligence. Since then, he raised $225 million seed funding from Stripe co-founders, Jane Street, and GitHub's CEO, which he proceeded to turn into an AI hedge fund called Situational Awareness worth about $45bn as of the beginning of July. He did this with no prior trading experience, 4-5x leverage on a concentrated bet in AI names. By Thursday the fund was down to about $10 billion. Neither Millennium nor Jane Street were willing to step in to catch a falling knife. Ultimately Citadel stepped in to buy the flagging portfolio. Here is the crazy part though: Aschenbrenner wasn't wrong. He is reportedly still up around 80% on the year and "he only sold enough to cover his losses". But what caused a massive drop in the global markets was that a prime broker does not care what happens in 2030. And because half the market was crowded into the exact same names, his exit was everyone else's problem. SK Hynix and CoreWeave cratered. Korea's Kospi tripped circuit breakers. Over a million retail accounts got margin called. All of July's violence, the moves that had traders questioning their own sanity, was one book being taken apart in public. So the question this episode actually asks is whether this was one overlevered fund or the first crack in the AI trade itself. Because the market's answer this week was a shrug. Microsoft just posted the largest single-day market cap gain in history and credit spreads snapped back tighter, as if the whole thing was somebody else's accident. Kristen and Jen have both traded through cycles that ended this way, and they have seen exactly how comforting that shrug feels right before it stops being true.

Plus: Meta CEO Mark Zuckerberg calls for policies that accelerate AI development. And DoorDash is building its own drone delivery network. 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.

The traders monitoring after-the-bell mega cap earnings like Meta, Microsoft and Qualcomm. Live reactions to the reports and what they mean for the tech market in the second half. Co-head of technology and portfolio manager at T. Rowe Price Tony Wang talks all things tech and where he thinks the best trades are in that market.Then, the Fed keeping interest rates at 3.5-3.75%. All the details from today's FOMC meeting and why Fed Chairman Warsh is praising the surge in high tech capex. Plus, earnings results from Starbucks, SK Hynix and more. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Shares in South Korean memory-chip maker SK Hynix drop after a jump in earnings comes up short of high expectations. And Ford shares climb as the automaker boosts its full-year earnings outlook. 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.

After OpenAI released new information about its model's hack of Hugging Face, the debate about open-source and closed-source AI wages on. Kindred Ventures founder Steve Jang, an AI, tech, and robotics investor, discusses the future of AI, including the moat around memory chips player SK Hynix, despite recent stock moves. Mark Zuckerberg is on an AI optimism press tour, penning an Opinion piece for The Wall Street Journal and giving interviews to The Financial Times and others. Plus, Senator Rick Scott (R-FL) and Senator Kirsten Gillibrand (D-NY) are both members of the Aging Committee, working to inform senior citizens being targeted by fraud and scams. The senators discuss the rise of AI scams and the tools to keep seniors protected and aware.    Senators Kirsten Gillibrand & Rick Scott - 16:57  Steve Jang - 28:11    In this episode: Kirsten Gillibrand, @SenGillibrand Rick Scott, @SenRickScott Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SoFi CEO Anthony Noto joins Squawk on the Street after the stock tumbles despite record quarterly net revenue, explaining the results and outlook for the fintech company. Plus, AI skeptic Ed Zitron weighs in on Mark Zuckerberg's warning that artificial intelligence power is becoming too concentrated among a handful of frontier labs. And we examine the volatile memory-chip trade as SK Hynix reverses higher following a 250% surge in revenue. 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.

Carl Quintanilla, Jim Cramer and David Faber covered a lot of bases, engaged in spirited discussions about the AI trade and weighed in on the Fed ahead of its Wednesday decision on interest rates. The chip sector was under pressure once again after SK Hynix's earnings missed lofty expectations. The Dow tumbled after crude oil prices surged on new developments surrounding the U.S.-Iran conflict, including President Trump's blunt message about attacking Iran. Also in focus: Meta CEO Mark Zuckerberg's message on the future of AI; OpenAI CEO Sam Altman comments on AI safety; Low tide for Procter & Gamble; SpaceX's stock slump; Earnings winners and losers.     Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Visa cuts headcount by about 7%. And Korean stocks tumble on doubts over AI. 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.

Dario Amodei said Anthropic never backed an open-weights ban, pitching mandatory safety tests instead as OpenAI and Google signed on. Altman headed to Washington, Korea's KOSPI cratered 11% on AI jitters, Apple launched Klarna leasing, and shipped 194 CVE fixes. Anthropic wants tests, not bans, as OpenAI and Google back open weights (The New Stack) Source: Sam Altman will meet with senior US officials, lawmakers, and economists in Washington, DC, this week to preview OpenAI's upcoming family of AI models (CNBC) South Korea's KOSPI drops 11%+, led by chip stocks, amid concerns over China's chipmaking progress and the AI spending boom; Samsung falls 11%+ and SK Hynix 12% (Bloomberg) Credit default swap prices tied to Oracle, SpaceX, Alphabet, Amazon, Meta, Broadcom, and Nvidia hit record highs as investors turn jittery over Big Tech's data center debt; Oracle's five-year CDS reached 215bps (FT) Apple launches Apple Upgrade, a new US leasing program in partnership with Klarna that replaces the iPhone Upgrade Program, starting at $17.99/month for iPhones (MacRumors) Apple releases 26.6 updates for iOS, macOS, iPadOS, watchOS, tvOS, and visionOS with a huge number of security fixes; macOS Tahoe 26.6 alone addresses 155 CVEs (9to5Mac) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Mercedes-Benz cuts its guidance after the German automaker's second-quarter sales in China dropped 30%. And Johnson & Johnson agrees to pay $5.5 billion to settle claims its talc-based baby powder caused ovarian cancer. 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.

Plus: Oil prices fall on hopes for an agreement to reopen the Strait of Hormuz. And Coca-Cola stock climbs following a strong second-quarter earnings report. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A.M. Edition for July 27. President Trump calls off a major escalation of strikes against Iran, amid efforts to revive diplomacy with Tehran and a debate over America's declining munitions stockpiles. Plus, Nvidia is in talks to provide a roughly $250 billion financial backstop for OpenAI to lease a massive data center project in Ohio. And WSJ tech reporter Amrith Ramkumar explains how dual lobbying efforts from Apple and Micron are putting the Trump administration in the center of a fight over access to Chinese memory chips. 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.

Plus: chip maker CXMT becomes the most valuable company listed in mainland China in its debut. And some U.S. companies plan to increase headcount despite AI fears. 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.