Podcasts about sk hynix

In this episode, we explore significant advancements in AI hardware, including Apple's return to the server market and collaboration with Nvidia. Additionally, we discuss SK hynix's plan to produce memory chips in the U.S., as well as an initiative to optimize power generation for AI data centers.Chapters00:00 Introduction00:51 Apple's Server Market Comeback03:14 SK Hynix and Intel Partnership03:57 AI Energy Management Alliance06:02 Power Utilization Challenges10:55 Conclusion and Recap Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

Market update for September 16thLimited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Why the Fed's expected rate hike may be the beginning of a new hiking cycleMark Zuckerberg and Jensen Huang pushing back against calls for an industry-wide AI slowdownMeta's plan for camera-free smart glasses as privacy concerns growThe Clarity Act failing in the Senate and triggers selloff across crypto stocksIntel and SK Hynix jumping on talks to manufacture memory chips in the U.S.J.B. Hunt getting hammered as surging fuel costs squeeze profitsHow malls became the best-performing sector in commercial real estate

In this episode, we explore significant advancements in AI hardware, including Apple's return to the server market and collaboration with Nvidia. Additionally, we discuss SK hynix's plan to produce memory chips in the U.S., as well as an initiative to optimize power generation for AI data centers.Chapters00:00 Introduction00:51 Apple's Server Market Comeback03:14 SK Hynix and Intel Partnership03:57 AI Energy Management Alliance06:02 Power Utilization Challenges10:55 Conclusion and Recap Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we explore significant advancements in AI hardware, including Apple's return to the server market and collaboration with Nvidia. Additionally, we discuss SK hynix's plan to produce memory chips in the U.S., as well as an initiative to optimize power generation for AI data centers.Chapters00:00 Introduction00:51 Apple's Server Market Comeback03:14 SK Hynix and Intel Partnership03:57 AI Energy Management Alliance06:02 Power Utilization Challenges10:55 Conclusion and Recap Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we explore significant advancements in AI hardware, including Apple's return to the server market and collaboration with Nvidia. Additionally, we discuss SK hynix's plan to produce memory chips in the U.S., as well as an initiative to optimize power generation for AI data centers.Chapters00:00 Introduction00:51 Apple's Server Market Comeback03:14 SK Hynix and Intel Partnership03:57 AI Energy Management Alliance06:02 Power Utilization Challenges10:55 Conclusion and Recap Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

In this episode, we explore significant advancements in AI hardware, including Apple's return to the server market and collaboration with Nvidia. Additionally, we discuss SK hynix's plan to produce memory chips in the U.S., as well as an initiative to optimize power generation for AI data centers.Chapters00:00 Introduction00:51 Apple's Server Market Comeback03:14 SK Hynix and Intel Partnership03:57 AI Energy Management Alliance06:02 Power Utilization Challenges10:55 Conclusion and Recap Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we explore significant advancements in AI hardware, including Apple's return to the server market and collaboration with Nvidia. Additionally, we discuss SK hynix's plan to produce memory chips in the U.S., as well as an initiative to optimize power generation for AI data centers.Chapters00:00 Introduction00:51 Apple's Server Market Comeback03:14 SK Hynix and Intel Partnership03:57 AI Energy Management Alliance06:02 Power Utilization Challenges10:55 Conclusion and Recap Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we explore significant advancements in AI hardware, including Apple's return to the server market and collaboration with Nvidia. Additionally, we discuss SK hynix's plan to produce memory chips in the U.S., as well as an initiative to optimize power generation for AI data centers.Chapters00:00 Introduction00:51 Apple's Server Market Comeback03:14 SK Hynix and Intel Partnership03:57 AI Energy Management Alliance06:02 Power Utilization Challenges10:55 Conclusion and Recap Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

In this episode, we explore significant advancements in AI hardware, including Apple's return to the server market and collaboration with Nvidia. Additionally, we discuss SK hynix's plan to produce memory chips in the U.S., as well as an initiative to optimize power generation for AI data centers.Chapters00:00 Introduction00:51 Apple's Server Market Comeback03:14 SK Hynix and Intel Partnership03:57 AI Energy Management Alliance06:02 Power Utilization Challenges10:55 Conclusion and Recap Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we explore significant advancements in AI hardware, including Apple's return to the server market and collaboration with Nvidia. Additionally, we discuss SK hynix's plan to produce memory chips in the U.S., as well as an initiative to optimize power generation for AI data centers.Chapters00:00 Introduction00:51 Apple's Server Market Comeback03:14 SK Hynix and Intel Partnership03:57 AI Energy Management Alliance06:02 Power Utilization Challenges10:55 Conclusion and Recap Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

Vor der Fed-Entscheidung legt der DAX 0,53 % auf 25.537,75 Punkte zu, der MDAX steigt 0,45 % auf 31.276,77 Punkte. Eine Zinserhöhung um 0,25 Prozentpunkte gilt als eingepreist. Entlastung kommt vom Öl: Brent fällt 2,8 % auf rund 106 USD. Die Konflikte im Nahen Osten bleiben jedoch ungelöst, damit bleibt das Energiepreisrisiko bestehen. OMV erklärt gemeinsam mit Libyens NOC den Ölfund "Essar" im Sirte-Becken für wirtschaftlich rentabel; bis zu 45 Mio. Barrel sollen förderbar sein. OpenAI spricht laut Insidern über eine Finanzierungsrunde mit einer möglichen Bewertung von mehr als 1,2 Billionen USD. SK Hynix einigt sich im Tarifstreit auf KI-Boom-Sonderboni, zur Hälfte bar und zur Hälfte in Aktien. Frasers-Chef Michael Murray wird Aufsichtsratschef von Hugo Boss. Börsenweisheit von Benjamin Graham: "Das Hauptproblem des Investors und sogar sein schlimmster Feind ist wahrscheinlich er selbst."

In this episode, we explore significant advancements in AI hardware, including Apple's return to the server market and collaboration with Nvidia. Additionally, we discuss SK hynix's plan to produce memory chips in the U.S., as well as an initiative to optimize power generation for AI data centers.Chapters00:00 Introduction00:51 Apple's Server Market Comeback03:14 SK Hynix and Intel Partnership03:57 AI Energy Management Alliance06:02 Power Utilization Challenges10:55 Conclusion and Recap Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we explore significant advancements in AI hardware, including Apple's return to the server market and collaboration with Nvidia. Additionally, we discuss SK hynix's plan to produce memory chips in the U.S., as well as an initiative to optimize power generation for AI data centers.Chapters00:00 Introduction00:51 Apple's Server Market Comeback03:14 SK Hynix and Intel Partnership03:57 AI Energy Management Alliance06:02 Power Utilization Challenges10:55 Conclusion and Recap Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

In this episode, we explore significant advancements in AI hardware, including Apple's return to the server market and collaboration with Nvidia. Additionally, we discuss SK hynix's plan to produce memory chips in the U.S., as well as an initiative to optimize power generation for AI data centers.Chapters00:00 Introduction00:51 Apple's Server Market Comeback03:14 SK Hynix and Intel Partnership03:57 AI Energy Management Alliance06:02 Power Utilization Challenges10:55 Conclusion and Recap Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

After 15 years of investor neglect, emerging markets are trading at a steep discount to developed markets. Baillie Gifford's Roddy Snell sees three reasons for optimism: attractive valuations, stronger macroeconomic fundamentals and faster economic growth.But what could finally trigger a comeback?Snell points to two key factors: China and the US dollar. He believes the worst may be behind in China — and argues that in areas ranging from electric vehicles and batteries to solar power and AI, Chinese companies are already leading the world.In this episode, we discuss BYD, CATL, Luckin Coffee, Petrobras, Kaspi, EO Technics and the semiconductor giants TSMC, Samsung and SK Hynix. Snell explains why his funds have such large positions in these three semiconductor companies, and why he believes the current memory-chip cycle may be fundamentally different from those of the past.We also talk about the biggest risks to the emerging-markets thesis — from a US recession to problems in China and tensions around Taiwan.And finally: will emerging markets get the green, red or black mustard?The interview was recorded in Edinburgh on August 21, 2026. In co-operation with Baillie Gifford.

Samsung y SK Hynix rechazan adelantar cinco años de electricidad para financiar la red de sus fábricas de chips. También hablamos del contrato de servicios GPU de 13.700 millones de dólares que The Information atribuye a Anthropic y de un modelo abierto de NASA e IBM para localizar hielo, cráteres y volcanismo en la Luna.Puedes seguirnos en YouTube en https://youtube.com/olivernabani y puedes unirte al Discord Mashain en https://olivernabani.com/discord

The Fed's next move is on everyone's mind heading into September, and Spencer and Griffin dig into what Kevin Warsh's Jackson Hole speech actually signaled — and what it means for multifamily deal flow. They also break down the expense side of the business: insurance costs up nearly 60% since 2021, property tax reassessments, and how Gray Capital is cutting costs elsewhere to offset it. Plus, an update on Fairmont in Columbus, Ohio, and SK Hynix's groundbreaking near The Century in West Lafayette.Got a topic you want covered on a future episode? Send us a message — we're always looking for what matters most to our listeners.

A fresh wave of price hikes has hit China's smartphone market, as Huawei, Xiaomi and Honor increased retail prices for several current models by between 200 ($29.75) and 1,000 yuan, triggering heated chatter on social media.新一轮涨价潮席卷中国智能手机市场，华为、小米和荣耀将多款在售机型的零售价格上调了200元（约合29.75美元）至1000元不等，引发社交媒体热议。The coordinated adjustments come amid tightened memory chip supply and sustained price increases for key semiconductors.这轮集体调价正值存储芯片供应趋紧、关键半导体价格持续上涨之际。Huawei led the increases, with its Mate 80 series jumping by as much as 1,000 yuan on Tuesday, while the 90 Pro Max sold for an extra 200 yuan. Xiaomi, which had already adjusted prices on Aug 2, raised the Xiaomi 17 and 17 Pro by 300 yuan each — its second hike in less than a month.华为率先涨价，其Mate 80系列周二涨幅高达1000元，90 Pro Max则上涨200元。小米已于8月2日调价一次，随后将小米17和17 Pro各上调300元——这是其不到一个月内的第二次涨价。Honor followed suit, lifting its Power2 by 500 and 600 yuan for its two variants, and increasing its flagship Magic8 series by 300 to 500 yuan across versions, bringing post-hike prices to between 4,799 and 5,999 yuan.荣耀紧随其后，将其Power2的两款机型分别上调500元和600元，旗舰Magic8系列各版本上调300至500元，涨价后售价在4799元至5999元之间。In response to the increases, a Huawei customer service representative said the upward adjustments were necessary because "market prices of key materials have changed, leading to higher production costs".针对此次涨价，华为客服代表表示，上调价格是必要的，因为“关键材料的市场价格发生了变化，导致生产成本上升”。At the crux of the surge is a structural imbalance in global memory chip supplies. As artificial intelligence model training and AI server infrastructure expand at a breakneck pace, major memory makers — Samsung, SK Hynix and Micron — have shifted substantial high-end capacity toward high-margin HBM (high bandwidth memory), mainly used in servers, thus directly squeezing the supply of handset-oriented DRAM and NAND memory chips. That supply crunch has sent mobile memory prices soaring.本轮涨价的根源在于全球存储芯片供应的结构性失衡。随着人工智能模型训练和AI服务器基础设施以惊人速度扩张，三星、SK海力士和美光等主要存储芯片制造商已将大量高端产能转向主要用于服务器的高利润HBM（高带宽内存），从而直接挤压了面向手机的DRAM和NAND存储芯片的供应。这种供应紧张已推动手机存储芯片价格飙升。Market research firm Trend-Force said in a recent report that memory prices have accumulated a five- to seven-fold increase since the start of 2025, forcing brands to either raise prices sharply or discontinue product lines that have turned loss-making.市场研究机构集邦咨询在近期报告中称，自2025年初以来，存储芯片价格已累计上涨五至七倍，迫使品牌要么大幅提价，要么停产已陷入亏损的产品线。The cost pressure, however, is no longer limited to storage. In late July, Qualcomm Inc CEO Cristiano Amon said the chipmaker planned to raise its product prices effective Sept 1.然而，成本压力已不再局限于存储领域。7月下旬，高通公司首席执行官克里斯蒂亚诺·阿蒙表示，这家芯片制造商计划自9月1日起上调产品价格。Amon explained that the hike reflects broader cost increases across the supply chain. This means smartphone makers now face a dual squeeze from both memory and SoC (system-on-chip) costs — a major factor behind the simultaneous retail price adjustments seen on Tuesday.阿蒙解释说，此次涨价反映了整个供应链更广泛的成本上升。这意味着智能手机制造商现在面临着来自存储芯片和SoC（系统级芯片）成本的双重挤压——这也是周二零售端集体调价的主要原因。The current round of price increases differs somewhat from previous ones. In the past, price hikes typically accompanied new product launches, justified by upgraded features or specifications, experts said.专家表示，本轮涨价与此前有所不同。过去，涨价通常伴随新品发布，并以功能或规格升级作为理由。This time around, however, brands are directly raising prices on devices already available in the market. Xiaomi's case is particularly telling: its Tuesday increase came less than a month after its Aug 2 hike, indicating that manufacturers are passing on costs gradually through multiple small adjustments rather than a single large spike, as component costs remain stubbornly elevated.然而，这一次品牌直接上调了已在售机型的售价。小米的案例尤为典型：其周二涨价距离8月2日的上一轮涨价不到一个月，表明在元器件成本持续高企的情况下，制造商正通过多次小幅调整而非一次性大幅提价来逐步转嫁成本。Top executives had already hinted at the coming price increases. On Aug 5, Huawei's executive director and chairman of its terminal business group, Yu Chengdong, warned that "with memory prices so high, all phones may have to see large-scale price rises in the future; otherwise, they would be sold at a loss".企业高管此前已暗示即将到来的涨价。8月5日，华为常务董事、终端BG董事长余承东警告称：“存储芯片价格这么高，未来所有手机可能都不得不大幅涨价，否则就会亏本销售。”In a May livestreaming session, Xiaomi President Lu Weibing predicted that by the second half, some domestic flagship slab phones could break through the 10,000-yuan price barrier.在5月的一次直播中，小米总裁卢伟冰预测，到下半年，部分国产旗舰直板手机可能突破万元价格关口。Indeed, the industry has been grappling with rising prices since the third quarter of last year. Almost every major brand — Samsung, Oppo, Vivo, Huawei and Honor — has raised retail prices to varying degrees, with mid-range and entry-level models typically seeing increases of 300 to 500 yuan, while high-end flagships and foldables have recorded hikes exceeding 1,000 yuan.事实上，自去年第三季度以来，整个行业一直在应对价格上涨压力。几乎所有主流品牌——三星、OPPO、vivo、华为和荣耀——都不同程度地上调了零售价格，中端和入门级机型通常上涨300至500元，而高端旗舰机和折叠屏机型的涨幅则超过1000元。According to US market research firm International Data Corp, China's smartphone shipments in the second quarter stood at approximately 66 million units, a year-on-year decline of 4.3 percent, continuing a streak of quarterly drops. For the first half, total shipments reached about 134 million units, down 4.2 percent from the same period last year.据美国市场研究机构国际数据公司（IDC）数据，第二季度中国智能手机出货量约为6600万部，同比下降4.3%，延续了季度下滑趋势。上半年总出货量约为1.34亿部，较去年同期下降4.2%。coordinated adjustments /kəʊˈɔːdɪneɪtɪd əˈdʒʌstmənts/集体调价memory chip /ˈmeməri tʃɪp/存储芯片semiconductor /ˌsemikənˈdʌktə/半导体high-end /haɪ end/高端的high-margin /haɪ ˈmɑːdʒɪn/高利润的structural imbalance /ˈstrʌktʃərəl ɪmˈbæləns/结构性失衡breakneck pace /ˈbreɪknek peɪs/惊人的速度supply crunch /səˈplaɪ krʌntʃ/供应紧张loss-making /ˈlɒs ˈmeɪkɪŋ/亏损的dual squeeze /ˈdjuːəl skwiːz/双重挤压

Weer kwam chipmaker Broadcom met mooie cijfers. En weer wordt het aandeel gedumpt door beleggers. Het duwt het aandeel zelfs weer onder de koers van begin dit jaar. Waarom zijn beleggers zo negatief? Dat zoeken we uit in deze aflevering. Want zoals gezegd: aan de cijfers lag het niet. De totale omzet kwam uit op een kleine 30 miljard dollar, een stijging van 86 procent jaar op jaar. En de nettowinst ging zelfs met 216 procent omhoog. Hebben we het ook nog over oliereus Chevron. Dat kwam gisteren plotseling nog met een aankondiging: ze gaan flink investeren in Venezuela, de komende vijf jaar. 7 miljard dollar maar liefst. Daarmee willen ze de olieproductie daar verdubbelen naar 600.000 vaten per dag. Best een belofte. Of ze het ook waar kunnen maken, gaan we voor je uitzoeken. Hoor je ook over: Waarom het Koreaanse energiebedrijf miljarden wil zien van Samsung en SK Hynix De op-een-na grootste overname van Nvidia óóit Een automerk waar jij misschien wel in rijdt, dat dreigt te verdwijnen Een nieuw AI-bedrijf dat naar de beurs wil Te gast: Hans Oudshoorn van Saxo 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.

Kevin Carter of EMQQ Global explains that AI is reshaping emerging markets, with TSMC (TSM), Samsung, and SK Hynix—his "Mag Three"—driving returns as the dominant "picks and shovels" providers. He also introduces EMQQ Global's Tigers product, offering U.S. investors exposure to China's open-weight LLMs like DeepSeek and Moonshot.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Is the Midwest still the smart play, or is the momentum starting to fade? Spencer Gray and Griffin Haddad kick off with an update on Fairmont, which closed at 99% occupancy, and Century at Purdue Research Park, where thousands of construction workers may be heading into West Lafayette to support SK-Hynix and other major projects nearby. They respond to Carl Whittaker's RealPage piece questioning whether the Midwest's low-volatility profile means it'll lag the Sunbelt's eventual recovery — and make the case that demand-side momentum is being overlooked.From there, they dig into the widening gap between weak consumer sentiment and a still-strong economy, and break down Scott Bessent's plan to buy back long-dated Treasuries ahead of the September 9th auction — what it's meant to do, why the first attempt fizzled, and what it could mean for cap rates and deal pricing if round two goes differently.Follow The Gray Report for weekly conversations on multifamily investing and the macro trends shaping it. Rate and review if you're enjoying the show, and sign up for our newsletter at graycapitalllc.com for more.

Chinese memory-chip maker ChangXin Memory Technologies is moving closer to a vanguard position amid the global DRAM race with one of the earliest commercial deployments of LPDDR6 in a flagship smartphone, industry experts said on Monday.业内专家周一表示，在全球DRAM（动态随机存取存储器）竞争中，中国存储芯片企业长鑫存储正加速向行业前沿迈进。其LPDDR6产品将率先实现商业化应用，搭载于一款旗舰智能手机。They made the comments as CXMT said on Saturday that it had begun mass production of its self-developed LPDDR6 DRAM, which will debut in Xiaomi's upcoming 18 Fold handset.长鑫存储周六宣布，其自主研发的LPDDR6 DRAM已实现量产，并将在小米即将推出的18 Fold手机上首发搭载。The chip has a peak data-transfer rate of 12,800 megabits per second and capacity of up to 16 gigabytes.这款芯片的峰值数据传输速率可达每秒12800兆比特，最高容量达16GB。"For a Chinese company that only began mass-producing its first DRAM products in 2019, the bigger significance is not simply being first with one product," said Wang Peng, a researcher at the Beijing Academy of Social Sciences.北京社会科学院研究员王鹏表示：“对于一家直到2019年才开始量产首批DRAM产品的中国企业而言，更大的意义并不只是某一款产品实现率先突破。”"It put CXMT into the first wave of competition around the latest mobile-memory standard alongside global heavyweights Samsung Electronics, SK Hynix and Micron Technology," Wang said.“这意味着长鑫存储已经跻身最新一代移动存储标准的第一梯队，与三星电子、SK海力士和美光科技等全球行业巨头同场竞技。”王鹏说。LPDDR6 is designed to raise memory bandwidth and parallelism while cutting power consumption, with these features becoming increasingly important as artificial intelligence models migrate from cloud data centers into phones, PCs, cars and other modalities.LPDDR6旨在提高内存带宽和并行处理能力，同时降低功耗。随着人工智能模型逐步从云端数据中心向手机、个人电脑、汽车等各类终端迁移，这些性能正变得愈发重要。The Xiaomi partnership adds another dimension. It puts a Chinese-designed mobile processor and the country's newest-generation DRAM together inside a premium smartphone.与小米的合作则为这一进展增添了另一层意义：在一款高端智能手机中，中国自主设计的移动处理器将与国产最新一代DRAM实现协同应用。Xiaomi founder and CEO Lei Jun said the company's Xring O3 would support CXMT's LPDDR6, and he expects deeper collaboration among Chinese tech companies.小米创始人兼首席执行官雷军表示，小米玄戒O3芯片将支持长鑫存储LPDDR6，并期待中国科技企业之间开展更加深入的合作。Advanced chips require years of engineering but also large-scale customer validation to improve yields, reliability and costs.先进芯片的研发不仅需要多年技术攻关，还需要通过大规模客户应用进行验证，以不断提高良率、可靠性并降低成本。China's huge base of smartphone, computer, electric vehicle and internet companies can give local chipmakers something laboratory breakthroughs alone cannot provide — millions of devices on which new technology can be tested and refined, industry experts said.业内专家表示，中国拥有庞大的智能手机、计算机、电动汽车和互联网产业，这可以为本土芯片企业提供单纯依靠实验室技术突破所无法获得的条件——让新技术在数以百万计的终端设备上接受检验，并在实际应用中持续迭代完善。Liu Zhiying, a professor at the University of Science and Technology of China, said, "An important factor in the growth of Chinese high-tech companies is their ability to connect research, commercialization and market applications, allowing leading companies to pull suppliers across the industrial chain forward."中国科学技术大学教授刘志迎表示：“中国高科技企业成长的一个重要因素，在于能够打通科研、商业化和市场应用各环节，让龙头企业发挥牵引作用，带动整个产业链上的供应商共同向前发展。”CXMT's technological progress is arriving alongside a dramatic expansion in its financial firepower. On Monday, shares of CXMT closed at 58.01 yuan ($8.6), down 1.01 percent on the day, valuing the company at about 3.94 trillion yuan and making it one of China's most valuable listed companies.长鑫存储在技术上取得进展的同时，资本实力也在迅速增强。周一，长鑫存储股价收于58.01元（约合8.6美元），当日下跌1.01%，公司市值约达3.94万亿元，跻身中国市值最高的上市公司之列。The company recently reported first-half revenue of 150.31 billion yuan, up about 874 percent from a year earlier, while net profit attributable to shareholders reached 77.61 billion yuan, reversing a 2.33 billion yuan loss a year earlier.公司近期公布的数据显示，上半年实现营业收入1503.1亿元，同比增长约874%；归属于股东的净利润达到776.1亿元，而去年同期则亏损23.3亿元，实现扭亏为盈。The surge was driven by sharply higher memory prices and rising sales as demand for computing power tightened global DRAM supplies, the company said.长鑫存储表示，这一大幅增长主要得益于存储芯片价格显著上涨以及销量增加。随着算力需求不断攀升，全球DRAM供应趋紧，进一步推高了市场需求。CXMT has grown into the world's fourth-largest DRAM producer, behind Samsung Electronics, SK Hynix and Micron, turning China from a marginal player in memory chips into an increasingly consequential competitor.目前，长鑫存储已成长为全球第四大DRAM生产商，仅次于三星电子、SK海力士和美光。这也推动中国从全球存储芯片市场中相对边缘的参与者，逐渐成长为一支影响力日益增强的竞争力量。Last week, CXMT sued the US Department of Defense in federal court in Washington, seeking removal from a Pentagon list of companies alleged to have ties to China's military.与此同时，长鑫存储上周在华盛顿联邦法院起诉美国国防部，要求将其从五角大楼一份所谓“与中国军方存在关联”的企业名单中移除。CXMT said its chips are designed primarily for civilian and commercial use and that it has no affiliation with the Chinese military.长鑫存储表示，其芯片主要面向民用和商业用途，公司与中国军方不存在关联。It said the designation was unsupported by facts and had damaged its reputation and business interests since it was first placed on the Pentagon's blacklist in January 2025.该公司称，美方这一认定缺乏事实依据。自2025年1月被列入五角大楼黑名单以来，这一做法已经损害了公司的声誉和商业利益。The lawsuit follows similar legal challenges by Chinese companies including Xiaomi and WuXi AppTec. Xiaomi successfully challenged an earlier Pentagon military designation in 2021.在长鑫存储之前，包括小米和药明康德在内的多家中国企业也曾针对美方类似认定发起法律挑战。其中，小米曾于2021年成功挑战五角大楼此前对其作出的所谓“涉军”认定。Zhang Sinan, an independent commentator who has been following the situation, said, "The US can keep extending the list, but the world will not stop needing cheaper clean energy, more efficient electric vehicles, more advanced drug development services or more flexible robotic applications simply because of a list."长期关注此事的独立评论人士张思南表示：“美国可以不断延长这份名单，但世界不会因为一份名单，就不再需要成本更低的清洁能源、更高效的电动汽车、更先进的药物研发服务，或更加灵活的机器人应用。”重点词汇提炼debut / ˈdeɪbjuː/ v./n.首次亮相；首发vanguard position / ˈvænɡɑːd pəˈzɪʃn/ n.前沿位置；领先地位global heavyweight / ˈɡləʊbl ˈheviweɪt/ n.全球行业巨头；重量级企业parallelism / ˈpærəlelɪzəm/ n.并行性；并行处理能力commercialization / kəˌmɜːʃəlaɪˈzeɪʃn/ n.商业化listed company / ˈlɪstɪd ˈkʌmpəni/ n.上市公司blacklist / ˈblæklɪst/ n./v.黑名单；列入黑名单

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

Broadcom, OpenAI, SK Hynix, Gamestop y Eli Lilly, bajo la lupa de Ignacio Vacchiano, responsable de distribución en España de Leverage Shares.

Nvidia vuelve a presentar cifras extraordinarias, pero sus mejores clientes invierten fortunas para depender algo menos de ella. Salesforce y CrowdStrike retrasan el «SaaSpocalypse», Alibaba recurre al mercado para financiar su infraestructura y la memoria china añade competencia a una cadena que parecía tener demanda infinita. Esta semana recorremos también la nueva oleada de salidas a bolsa, la peculiar constitución de Anthropic, la expectación por GTA VI, las fortunas opuestas de Abercrombie y Dick's, el acuerdo de Meta y el efecto de los flujos apalancado sobre SK Hynix. Terminamos con Warsh, Bessent y la incómoda reaparición del coste de capital. La pregunta ya no es solamente si la inteligencia artificial transformará la economía. Es quién capturará el valor, quién financiará el capital necesario y cuánto de ese futuro estamos comprando ya en la cotización. https://foro.masdividendos.com/t/actualidad-semanal-d-35-2026-acertar-la-revolucion-y-equivocarse-en-la-accion/23559?u=arturop CAPÍTULOS 00:00 Presentación y advertencia 00:56 La semana en que cenar con Jensen Huang parecía un factor 03:16 Nvidia y los clientes que quieren depender menos de ella 06:45 El «SaaSpocalypse» se retrasa 10:42 China quiere fabricar toda la fiesta 13:31 La gran procesión de OPV 17:52 GTA VI, retail y el consumidor que sigue sacando la Visa 22:35 SK Hynix, ETFs apalancados y flujos que parecen fundamentales 26:25 Warsh y la reaparición del coste de capital 29:11 Acertar la revolución no garantiza acertar la acción Semana 35 de 2026. Contenido divulgativo y de entretenimiento; no constituye asesoramiento financiero ni recomendación de inversión.

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.

De vlag kan uit bij Adyen, dat dit jaar kwakkelt op de Amsterdamse beurs. Concurrent Stripe gaat namelijk toch niet voor de overname van PayPal, goed voor een bedrag van meer dan 50 miljard dollar. Dat betekent dat Adyen (voor nu) opgelucht kan ademhalen. Deze aflevering kijken we naar het Adyen-aandeel. Dit jaar verloor het al meer dan 20 procent, kan het nu weer gaan stijgen? En wat betekent dit alles voor PayPal, is dat nog steeds een overnameprooi? Misschien gaat Adyen wel voor een poging. Ook hebben we het over Amerikaanse bedrijven. We hebben het de afgelopen anderhalf jaar veel gehad over Amerikaanse bedrijven die vriendjes met Trump wilden worden. Maar nu gaan ze juist de andere kant op! Dat ziet de Wall Street Journal. Ze doneren miljoenen aan de Democraten. Verder in deze aflevering: Nvidia neemt veel te veel risico's, zeggen analisten Mentale klap van Iran-oorlog voorbij voor beleggers VS wil 100 jaar in Venezuela blijven Servers Netflix crashen door trailer van GTA 6 Te gast: Thomas Pellegrom van ABN Amro MeesPierson 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.

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.

This week's full broadcast of Computer Talk Radio includes - 00:00 - Tech News made less nerdy - AI, Amazon, AirTag, Alexa, SK Hynix, RAM, Remote, arbitration - 11:00 - Flock and how privacy matters - Benjamin advises the privacy matters more than most think - 22:00 - Customer backgrounds - Keith and Benjamin dig into some of the customer they've had - 31:00 - Marty Winston's Wisdom - Marty reviews the OWC Thunderbolt 5 dock with 11 ports - 39:00 - Scam Series - Smartmeter fail - Benjamin warns listeners of the Smart Meter Malfunction Scam - 44:00 - Keske on Television - Steve and Benjamin cover the long history and detours of TV - 56:00 - Dr Doreen Galli - Wireless Expo - Doreen visits the All Wireless and Prepaid Expo 2026 - 1:07:00 - Digital and Bullet Journaling - Benjamin shares his experience of Bullet and Digital Journaling - 1:16:00 - IT Professional Series - 393 - People using AI to pass an interview is a bad sign for future - 1:24:00 - Listener Q&A - motion camera - Felicity notes her security camera detects unknown motion

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

Samsung en SK Hynix overwegen flink uit te gaan delen. Ze verdienen zo veel aan de AI-gekte dat ze zelf ook niet meer weten wat ze met hun geld moeten. Samsung is daarom van plan om 79 miljard dollar aan beleggers cadeau te geven. En SK Hynix gaat de bonussen grotendeels in aandelen betalen. Is het slim om zo met je geld om te springen? Of kunnen ze toch beter investeren? In deze aflevering zoeken we uit waar jij als belegger het meeste aan hebt. Concurrent Micron gaat ook meer dan ooit in zichzelf geloven. De geheugenchipmarkt is berucht omdat die zo cyclisch is, met snelle stijging maar ook snelle daling zodra de hype voorbij is. Alleen zegt de topman van Micron nu dat er een einde aan die cyclus komt. Door AI zijn geheugenchips een constante noodzaak geworden, dus zijn aandeel wordt immuun tegen de eb en vloed van de markt. Moeten we hem in zijn overtuiging volgen? Verder hebben we het over niemand minder dan Donald Trump. Die blijkt helemaal niet meer populair onder Amerikanen, en zelfs in zijn eigen partij is er scepsis. Misschien helpt een nieuw initiatief om de benzineprijzen omlaag te krijgen. En je hoort over Mark Zuckerberg. Hij ligt onder vuur in een mega-rechtszaak tegen zijn Meta, maar zelf is hij met andere zaken bezig. Zoals het kopen van een bescheiden kasteeltje. Te gast: Corné van Zeijl, van Cardano 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.

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

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.

Protect your purchasing power with silver. Visit Silver Team store here: https://bit.ly/Shop4SilverSouth Korea's KOSPI crashes 6%, triggering a circuit breaker as Samsung falls 7%, SK Hynix sinks 8.6%, and SK Group plunges 11%. Japan's Nikkei drops 3% as $225 billion is wiped from Japanese stocks.

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

【欢迎订阅】 每天早上5:30，准时更新。 【阅读原文】 标题：‘My life's screwed': Korean investors stress out after AI bubble burstsMillions suffer ‘unprecedented' losses after Samsung and SK Hynix stock tumbles正文：Song Mi-kyung pocketed a profit of about Won300mn ($200,000) earlier this year as South Korea's stock market surged on the AI boom. The 60 year-old Seoul resident has now found out the hard way that stocks can go down as well as up after a wild week on the Kospi. Her portfolio now shows a paper loss of more than 60 per cent as the index heads for a record monthly loss, down nearly 40 per cent from its June peak.知识点：pocketed /ˈpɒkɪtɪd/（动词过去式，实义动词）本义：把… 放入衣袋；私自截留钱款；财经语境核心义：（投资）落袋获利、实际赚到账面收益并兑现核心搭配：pocket a profit、pocket gains、pocket cash earnings• Many retail investors pocketed handsome profits during the AI market rally in the first half of the year.不少散户在上半年AI 行情上涨期间赚取了可观的实际收益。• He pocketed nearly 50 million won before the semiconductor share price crashed.在半导体股价大跌之前，他兑现到手近5000 万韩元的利润。【节目介绍】 《早安英文-每日外刊精读》，带你精读最新外刊，了解国际最热事件：分析语法结构，拆解长难句，最接地气的翻译，还有重点词汇讲解。 所有选题均来自于《经济学人》《纽约时报》《华尔街日报》《华盛顿邮报》《大西洋月刊》《科学杂志》《国家地理》等国际一线外刊。 【适合谁听】 1、关注时事热点新闻，想要学习最新最潮流英文表达的英文学习者 2、任何想通过地道英文提高听、说、读、写能力的英文学习者 3、想快速掌握表达，有出国学习和旅游计划的英语爱好者 4、参加各类英语考试的应试者（如大学英语四六级、托福雅思、考研等） 【你将获得】 1、超过1000篇外刊精读课程，拓展丰富语言表达和文化背景 2、逐词、逐句精确讲解，系统掌握英语词汇、听力、阅读和语法 3、每期内附学习笔记，包含全文注释、长难句解析、疑难语法点等，帮助扫除阅读障碍。

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

Bill Gates daughter could face up to twenty years in prison. Microsoft is abandoning AI in Excel. Apple wants a cut of every app installed on iPhone, even those with alternative payment options. Google's Play Store is anti-competitive. Epic Games is finally coming to Linux. An active exploit is hitting MacBooks. SK Hynix runs out of replacement SSDs, while thieves are trying to steal GPUs from eSports machines. Galaxy Z Fold 8 has a hinge problem. Googlebooks might arrive soon with Snapdragon hardware. Xiaomi might cancel the 18 Ultra next year. And I guess we need to bag on the Pixel 11 right? Sigh... Let's get our tech week started off RIGHT! -- Show notes and links https://somegadgetguy.com/b/4fz Support Talking Tech with SomeGadgetGuy by contributing to their tip jar: https://tips.pinecast.com/jar/talking-tech-with-somegadgetgu Find out more at https://talking-tech-with-somegadgetgu.pinecast.co This podcast is powered by Pinecast. Try Pinecast for free, forever, no credit card required. If you decide to upgrade, use coupon code r-c117ce for 40% off for 4 months, and support Talking Tech with SomeGadgetGuy.

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.

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

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.

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.

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.