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Only three of us were available this week, but the show must go on! Perhaps the energy is a bit subdued without Bront and that other guy, but you might just find something buried in the protracted ramblings that could interest you for a few fleeting seconds.Timestamps:00:00 Intro01:41 Patreon02:10 Food with Josh05:45 Josh's take on AMD Financial Analyst Day13:49 A digression to actually talk about hardware (mostly?)17:33 AMD Ryzen X3D outsells entire Intel CPU lineup20:10 Softbank sells all NVIDIA stock21:50 Server HDDs in short supply26:23 Microsoft testing out haptic feedback with Win 11 beta28:42 RTX 50 SUPER series possibly delayed until late 202630:03 Google ending support for 1st gen and 2nd gen Nest31:00 (In)Security Corner41:06 Gaming Quick Hits (featuring The Steam Machine)48:14 Check out our Sapphire B850 motherboard review video56:47 Picks of the Week1:04:01 Outro ★ Support this podcast on Patreon ★
Sell off pressure is coming for tech this week, with Softbank selling out of Nvidia (NVDA), Michael Burry shorting tech, and fears around an AI bubble. David Dietze covers the fears roiling the market and says all eyes are on Nvidia (NVDA) earnings next week. If they miss, or they don't beat the “whisper numbers” of the market, he thinks the whole market could sell off. “What scares me is the epicenter…OpenAI,” he adds, noting its hundreds of billions of dollars in spending vs its path to profit. He likes Kraft Heinz (KHC), SLB (SLB) and Molina Healthcare (MOH).======== 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
This week we learned the Japanese investment firm Softbank sold all of its stake in the juggernaut chipmaker Nvidia. We'll get into why on today's “Marketplace Tech Bytes: Week in Review.” Plus, Apple is reportedly pushing back the release of its thinnest iPhone, the Air, and Wikipedia is asking AI companies, once again, to pay for scraping its data.But first, back to that big move by Softbank and its CEO, Masayoshi Son. It cashed out its stake in Nvidia in October, the same month that the chipmaker hit a $5 trillion valuation. The $5.8 billion it netted will be redirected to OpenAI, part of a promised $30 billion to be invested in the maker of ChatGPT.Marketplace's Meghan McCarty Carino spoke with Anita Ramaswamy, columnist at The Information, about what all this means.SoftBank Sells Its Nvidia Stake for $5.8 Billion to Fund OpenAI Bet - The Wall Street JournalSoftBank sells its entire stake in Nvidia for $5.83 billion - CNBCApple Delays Release of Next iPhone Air Amid Weak Sales - The InformationiPhone Air Sales Are So Bad That Apple's Delaying the Next-Generation Version - MacRumorsWikipedia urges AI companies to use its paid API, and stop scraping - TechCrunchIn the AI era, Wikipedia has never been more valuable - the Wikimedia Foundation
This week we learned the Japanese investment firm Softbank sold all of its stake in the juggernaut chipmaker Nvidia. We'll get into why on today's “Marketplace Tech Bytes: Week in Review.” Plus, Apple is reportedly pushing back the release of its thinnest iPhone, the Air, and Wikipedia is asking AI companies, once again, to pay for scraping its data.But first, back to that big move by Softbank and its CEO, Masayoshi Son. It cashed out its stake in Nvidia in October, the same month that the chipmaker hit a $5 trillion valuation. The $5.8 billion it netted will be redirected to OpenAI, part of a promised $30 billion to be invested in the maker of ChatGPT.Marketplace's Meghan McCarty Carino spoke with Anita Ramaswamy, columnist at The Information, about what all this means.SoftBank Sells Its Nvidia Stake for $5.8 Billion to Fund OpenAI Bet - The Wall Street JournalSoftBank sells its entire stake in Nvidia for $5.83 billion - CNBCApple Delays Release of Next iPhone Air Amid Weak Sales - The InformationiPhone Air Sales Are So Bad That Apple's Delaying the Next-Generation Version - MacRumorsWikipedia urges AI companies to use its paid API, and stop scraping - TechCrunchIn the AI era, Wikipedia has never been more valuable - the Wikimedia Foundation
The 5 things you need to know before the stock market opens today: Homeland Security announces bonus checks for TSA officers, Boeing defense workers approve a new contract, Verizon plans more layoffs, SoftBank shares continue to fall after the company disclosed it sold its entire Nvidia stake, and Blue Origin is bound for Mars. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Major US equity indices logged mixed performance this week, with a recent momentum unwind seeing some stabilization on Friday. AI names, retail-investor favorites, most-shorted names, crypto-linked companies, and quantum computing came under some pressure. Among the big stories in the ongoing AI-scrutiny thread were Softbank's sale of its Nvidia stake, a continuing selloff in Oracle with focus on its debt-fueled AI buildout plans, and Coreweave weakness after lowering guidance on delays from a third-party developer.
【SoftBank ウインターカップ2025 観戦チケットキャンペーン中】https://ciy.digital.asahi.com/ciy/11017934 (12/14締め切り) 【番組内容】Wリーグは、外国籍選手の枠が拡大しました。これまでは「通算5年以上日本に在留」が条件でしたが、今シーズンから撤廃になりました。また、「FIBAバスケットボールワールドカップ2027アジア地区予選 window1」の男子日本代表の候補メンバーについても語ります。 ※2025年11月5日に収録しました。バスケ通信―クラッチタイム(バスクラ)の過去回はこちら( https://bit.ly/49fLo67 )。 プレイリスト( https://buff.ly/4iNnkOj ) 【2カ月間無料キャンペーン】全記事が読み放題!デジタル版30周年を記念し、11/25まで実施中★後日、有料会員限定の報談スペシャルバージョンを配信します!https://digital.asahi.com/pr/cp/2025/aut/?ref=cp2025aut_podcast_gaiyoran 【関連記事】富士通、V3へ白星発進 バスケ・女子Wリーグ開幕https://www.asahi.com/articles/DA3S16326605.html?iref=omny (有料会員の方はログインしていただくと、過去の紙面記事検索として閲覧できます)千葉Jの19歳、瀬川琉久が狙うエースの座「勇樹さんから先発奪う」https://www.asahi.com/articles/ASTB235ZYTB2UTQP025M.html?iref=omny 10季目迎えたBリーグ、地方でも熱気 隣県対決の平日チケット完売https://www.asahi.com/articles/ASTBQ0RRBTBQTIPE009M.html?iref=omny 【出演・スタッフ】松本龍三郎(スポーツ部) https://x.com/asahi_bballinfo / https://buff.ly/lpil4Q8 松本麻美(メディア事業本部・スポーツ事業部) https://x.com/Asa_asa_sports MC・音源編集 堀江麻友 https://bit.ly/4kepWoO 【おねがい】朝日新聞ポッドキャストは、みなさまからの購読料で配信しています。番組継続のため、会員登録をお願いします! http://t.asahi.com/womz 【朝ポキ情報】アプリで記者と対話 http://t.asahi.com/won1 交流はdiscord https://bit.ly/asapoki_discord おたよりフォーム https://bit.ly/asapoki_otayori 朝ポキTV https://www.youtube.com/@asapoki_official メルマガ https://bit.ly/asapoki_newsletter 広告ご検討の企業様は http://t.asahi.com/asapokiguide 番組検索ツール https://bit.ly/asapoki_cast 最新情報はX https://bit.ly/asapoki_twitter See omnystudio.com/listener for privacy information.
En esta tertulia, tenemos como invitado especial a Carlos Sotelo, fundador de Silence, la empresa pionera en la fabricación de microcoches eléctricos en Barcelona. A lo largo de esta conversación, Carlos nos comparte su experiencia en la creación de Silence, su visión sobre el futuro de la movilidad eléctrica y los desafíos de producir vehículos sostenibles en Europa.Hablamos sobre el impacto de los microcoches en la ciudad, el acuerdo con Nissan para fabricar el S04, y cómo las regulaciones y ayudas gubernamentales, como el Plan MOVES, están dando forma a esta industria emergente. Además, exploramos el contraste entre el mercado europeo y el chino en el sector de vehículos eléctricos, y cómo las grandes potencias están liderando la innovación.El episodio también aborda el futuro del trabajo en la era de la automatización y los robots, el rol de los cofounders versus los solo founders, y cómo encontrar equilibrio y propósito tras vender una empresa. Como parte del debate, Carlos y otros emprendedores comparten sus experiencias y consejos sobre la creación de startups y el crecimiento personal tras un exit.index00:00:00 Intro00:01:00 Presentación de Silence00:08:00 Categoría de vehículo, regulación y ayudas00:13:00 Negocio de motos eléctricas y origen de la idea00:20:00 China vs Europa00:30:00 Retos de crear un coche en Europa00:46:00 Futuro del trabajo, robots y vida del founder tras vender01:13:00 Casos de otros founders01:26:00 IA, producto y organización interna01:42:00 Cofounders vs solo founders01:59:00 Pitch02:06:00 Últimas preguntasSigue a los "tertulianos" en Twitter:• Bernat Farrero: @bernatfarrero• Jordi Romero: @jordiromero• César Migueláñez: @heycesrSOBRE ITNIG
On this episode of the AJ Bell Money and Markets podcast, Laura Suter delivers some good news on pension tax free cash after it's reported that the Chancellor won't alter allowances at the Budget. [2:10] But with a merry-go-round of speculation every year impacting savers' decisions, AJ Bell is calling for the government to take seriously its calls for a pension tax lock. As the FTSE 100 breaks more records and edges closer to the psychologically important 10,000 mark, Danni Hewson digs into what's behind this latest run of good form. Spoiler: it's not all good news. [4:40] An anticipated end to the US government shutdown has helped offset renewed nerves about an AI bubble after Softbank sold its entire stake of Nvidia. [9:32] And former Tesco boss Dave Lewis will be hoping every little can help him turn around the fortunes of drinks maker Diageo. [13:30] Tom Sieber joins the team to talk about changes to AJ Bell's Shares magazine [16:30] With talk about potential changes to the cash ISA limit to try and get more of us to move away from cash savings and into investing, Laura's been crunching the numbers to find out exactly how investing in cash or stocks and shares compares over time [21:30]. Plus HMRC has been clamping down on benefits fraud – but they've not always been getting things right. [28:30] And our guest interview this week is a catch up with Ayush Abhijeet, Investment Director at Ashoka India Equity, who explains why returns have been a bit lacklustre over the past year and why that creates an opportunity for investors. [30:30]
Dan Nathan and Gene Munster discuss upcoming earnings for Nvidia and the recent trends in the technology and AI domain for major companies including SoftBank's sell-off of Nvidia shares. They also wrap up Q3 earnings for the 'Mag Seven' tech giants such as Microsoft, Meta, Amazon, Google, and Apple. They address key points about Microsoft's Azure growth, Meta's controversial spending on AI, Amazon's financials amidst AWS growth, Google's AI-driven search improvements, and Apple's forthcoming AI developments. The market's recent shift favoring AI-related stocks and the debate over Amazon's strategic investments without their own AI models are also covered. They conclude by emphasizing the significant role of Nvidia's next report and its effect on AI market sentiment. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
In this episode of Hashtag Trending, Jim Love covers Yann LeCun's departure from Meta to start a new venture, SoftBank's major investment in OpenAI funded by selling its Nvidia stake, and Europe's heated debate over the six gigahertz spectrum for Wi-Fi versus mobile networks. Additionally, Microsoft's plans for an 'agentic' Windows OS face user backlash. Stay tuned for these top tech stories and more. 00:00 Introduction and Sponsor Message 00:49 Yann LeCun's Departure from Meta 03:44 SoftBank's Massive Bet on OpenAI 06:15 Europe's 6 GHz Spectrum Battle 09:16 Windows' Controversial AI Evolution 11:25 Conclusion and Sponsor Message
SoftBank just dumped Nvidia in the midst of this AI frenzy - is this a warning signal, or the smartest money move of the year? As rare-earth stocks roar and governments scramble for critical minerals, we ask whether a new multi-decade commodities supercycle is forming - or whether geopolitics is simply inflating another hype cycle. Michael Burry is also sounding alarms, accusing hyperscalers like Amazon, Alphabet, and Microsoft of chasing an AI dream without a proven business model. We unpack SoftBank’s Nvidia exit, the mineral race, and the AI-infrastructure boom versus bubble debate. What’s real, what’s noise, and what’s actually investable right now? All this and more - hosted by Michelle Martin with insights from Arun Pai of Monk’s Hill VenturesSee omnystudio.com/listener for privacy information.
DoorDash is the fastest-growing brand in America… shockingly because of your boomers.Softbank sold all its $5.8B of Nvidia stock… because AI $ is actually finite.Italian Pasta is getting a 107% tariff… the story explains the big Supreme Court ruling.Plus, the McDonald's McRib is back on the menu… which could drive a Bitcoin surge.$DASH $NVDA $MCDNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Episode 712: Toby and Kyle dive into SoftBanks big move to sell its stake in Nvidia to re-focus its investment to OpenAI. Then, Visa and Mastercard reach a settlement over a 20-year dispute with merchants that will now allow stores to reject certain credit cards if the merchant fees are too high. Plus, Toby looks into the trend of trains and buses that have become reliable modes of transportation whenever the US air travel system craps out. Meanwhile, Netflix bets big on the physical entertainment space with its new location out in Philadelphia, challenging the likes of Disneyland and Universal. Learn more at usbank.com/splitcard Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY Listen to Kyle on Per My Last Email here: swap.fm/l/pmle-show Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
The International Energy Agency says global oil and gas demand will rise for the next 25 years if the world does not change course; Masayoshi Son's SoftBank Group has sold its entire stake in Nvidia; and investors have been selling off the debt of US tech heavyweights. Plus, Italian Prime Minister Giorgia Meloni's plan to reduce income taxes for the “middle-class” has sparked criticism that she is helping the rich.Mentioned in this podcast:Oil and gas demand to rise for 25 years without global change of course, says IEAWhy Nvidia should be glad to see the back of SoftBankSoftBank sells Nvidia stake for $5.8bn as it prepares for AI investmentsInvestor angst over Big Tech's AI spending spills into bond marketGiorgia Meloni's ‘middle-class' tax cut sparks political row in ItalyToday's FT News Briefing was produced by Victoria Craig, Lulu Smyth and Sonja Hutson. Our show was mixed by Kelly Garry. Additional help from Gavin Kallmann. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music. Hosted on Acast. See acast.com/privacy for more information.
The AI Breakdown: Daily Artificial Intelligence News and Discussions
Today on the AI Daily Brief, NLW covers two stories that may signal a major shift in the AI landscape: Yann LeCun's departure from Meta and Dr. Fei-Fei Li's new argument that spatial intelligence and world models—not just LLMs—will define the next era of AI, exploring what world models actually are, why some researchers think they're essential for robotics, science, and creativity, and how this connects to Meta's internal reorg. Plus in the headlines: Eleven Labs' celebrity voice marketplace, SoftBank's Nvidia liquidation, AMD's push to challenge Nvidia, Blue Owl's $3B Stargate investment, and the surprising surge in Meta AI traffic.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. https://www.kpmg.us/AIpodcastsRovo - Unleash the potential of your team with AI-powered Search, Chat and Agents - https://rovo.com/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefBlitzy.com - Go to https://blitzy.com/ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai
NEW CTP for IBIT Under/Over - Looks like the OVER Presidential PARDONS and A King's EVICTION All Excited - Making headway on the Deficit ! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - NEW CTP for IBIT - Under/Over - Looks like the OVER - Presidential PARDONS and A King's EVICTION - All Excited - Making headway on the Deficit ! Markets - DJIA hits new ATH - after big moves last week - Buyers stepped in (again) - NASDAQ - lagging as AI trade is questioned - THEREFORE - what is happening is a simple rotation again - ALL IN! Just back from a wedding in NJ - Did some Apple picking, hot cider and donuts! Pardon Me... - President Donald Trump has pardoned a long list of his political allies for their support or involvement in plans to overturn the 2020 presidential election, according to the Department of Justice's Pardon Attorney, Ed Martin. - Several others (20+) were pardoned as well including some that plead guilty. Over the Pond - King Charles III on Thursday stripped his disgraced brother Prince Andrew of his remaining titles and evicted him from his royal residence after weeks of pressure to act over his relationship with sex offender Jeffrey Epstein, Buckingham Palace said. - After the king's rare move, which follows years of shameful scandals, he will be known as Andrew Mountbatten Windsor and not as a prince, and he will have to vacate his Royal Lodge mansion near Windsor Castle. Debt - The U.S. government's gross national debt surpassed $38 trillion Wednesday, a record number that highlights the accelerating accumulation of debt on America's balance sheet. - It's also the fastest accumulation of a trillion dollars in debt outside of the COVID-19 pandemic — the U.S. hit $37 trillion in gross national debt in August this year. - “During his first eight months in office, President Trump has reduced the deficit by $350 billion compared to the same period in 2024 by cutting spending and boosting revenue,” White House spokesman Kush Desai said in a statement, adding that the administration would pursue robust economic growth, lower inflation, tariff revenue, lower borrowing costs and cuts to waste, fraud and abuse. - Petersen Foundation: “Along with increasing debt, you get higher interest costs, which are now the fastest growing part of the budget,” Peterson added. “We spent $4 trillion on interest over the last decade, but will spend $14 trillion in the next ten years. Interest costs crowd out important public and private investments in our future, harming the economy for every American.” - Debt Growing by $69,000 per second over the the past year... Stock New - BIG Softbank - Softbank sells entire stake in NVDA - $5.83 Billion - To soften the blow, they said that it as because they are using it to redeploy further into AI - OpenAi to be specific - Also sold part of T-Moblie and using margin loan against ARM to fund the $22.5 BILLION investment in OpenAI - “This should not be seen, in our view, as a cautious or negative stance on Nvidia, but rather in the context of SoftBank needing at least $30.5bn of capital for investments in the Oct-Dec quarter, including $22.5bn for OpenAI and $6.5bn for Ampere,” Rolf Bulk, equity research analyst at New Street Research, told CNBC. - IMPORTANT SO MARKETS DO NOT GET SPOOKED: ?[SoftBank] made a point of saying that it wasn't any view on NVIDIA. ... At the end of the day, they are using the money to invest in other AI related companies,” he said. Coreweave Earnings - The provider of infrastructure for artificial intelligence companies, reported better-than-expected third-quarter revenue on Monday, but the company delivered disappointing full-year...
The Black Friday sales are live - Get the "Gary Bundle" with Trendspider (the best charting program out there) and the Seeking Alpha Bundle that includes both Premium and Alpha Picks. Get both for around $1,000 and start using the tools I have shown you for years now! The savings add up to around $1,000! DON'T WAIT.The show highlight is where I use Sidekick to evaluate $AMAT earnings - is it worth the risk? Here are the links to all the sales: TRENDSPIDER - BLACK FRIDAY SALE - UP TO 70% OFF - up to 52 training sessions INCLUDED
This is a recap of the top 10 posts on Hacker News on November 11, 2025. This podcast was generated by wondercraft.ai (00:30): The 'Toy Story' You RememberOriginal post: https://news.ycombinator.com/item?id=45883788&utm_source=wondercraft_ai(01:50): FFmpeg to Google: Fund us or stop sending bugsOriginal post: https://news.ycombinator.com/item?id=45891016&utm_source=wondercraft_ai(03:11): iPhone PocketOriginal post: https://news.ycombinator.com/item?id=45885813&utm_source=wondercraft_ai(04:32): Warren Buffett's final shareholder letter [pdf]Original post: https://news.ycombinator.com/item?id=45882837&utm_source=wondercraft_ai(05:53): Collaboration sucksOriginal post: https://news.ycombinator.com/item?id=45892394&utm_source=wondercraft_ai(07:14): I hate screenshots of textOriginal post: https://news.ycombinator.com/item?id=45883124&utm_source=wondercraft_ai(08:35): SoftBank sells its entire stake in NvidiaOriginal post: https://news.ycombinator.com/item?id=45884937&utm_source=wondercraft_ai(09:55): Firefox expands fingerprint protectionsOriginal post: https://news.ycombinator.com/item?id=45888891&utm_source=wondercraft_ai(11:16): X5.1 solar flare, G4 geomagnetic storm watchOriginal post: https://news.ycombinator.com/item?id=45893004&utm_source=wondercraft_ai(12:37): iPod SocksOriginal post: https://news.ycombinator.com/item?id=45889602&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai
El analista económico Marc Vidal ha alertado en el programa 'Herrera en COPE' de las crecientes señales que apuntan a una burbuja tecnológica en torno a la inteligencia artificial. Durante su intervención en la sección 'Salida de emergencia', Vidal ha señalado que el entusiasmo actual podría ser el preludio de un colapso similar a crisis anteriores.Una de las principales alarmas ha sido la decisión del conglomerado inversor SoftBank de vender toda su participación en NVIDIA, el icono del auge de la IA. Según ha explicado Vidal, este gesto "ha resonado en los mercados como un trueno" y desde la compañía japonesa se asegura que la valoración de esta tecnología es "insostenible". Este movimiento refleja la creciente duda sobre si estamos ante una revolución tecnológica real o el inicio de una nueva burbuja especulativa.El analista identifica dos puntos controvertidos. El primero es la "dependencia excesiva de un puñado de gigantes tecnológicos que concentran toda la ...
Ce mercredi 12 novembre, Frédéric Simottel a reçu Jean-Baptiste Kempf, co-créateur du logiciel VLC et CTO de Scaleway, Tristan Nitot, directeur associé Communs Numériques et Anthropocène chez OCTO Technology, Clément David, président de Theodo Cloud. Ils se sont penchés sur le départ de Yann LeCun de Meta pour la création de sa start-up, l'impact de l'IA sur la vie privée européenne, la vente par SoftBank de sa participation dans Nvidia, et la mise en cause du jeu Roblox devant la justice au Texas, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez-la en podcast.
Market jitters over A.I. valuations persist. ‘Big Short' investor Michael Burry says hyper-scalers are overstating their earnings while Japan's Softbank sees its share price plunge following the sale of its stake in Nvidia. The company has pledged to double down on its OpenAI investment. Germany's Infineon hikes the FY forecast for its A.I. data centre revenue despite Q4 earnings coming in below expectations. CFO Sven Schneider is confident the A.I. boom will continue to drive the company's success. And in UK politics, a briefing war is raging with reports and counter-reports of a Labour leadership contest to oust Prime Minister Sir Keir Starmer just a fortnight before his Chancellor's high-stakes budget.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über Robotikfantasie bei Xpeng, die Weihnachtsüberraschung von FedEx und den Shutdown-Schub für Pharma. Außerdem geht es um Merck, Johnson&Johnson, Amgen, CoreWeave, Nvidia, Softbank, Micron, Oracle, Palantir, Merck KGaA, Siemens Healthineers, UPS, Bayer, Amazon, Alphabet, Microsoft, iShares Core MSCI World ETF (WKN: A0RPWH), Amundi MSCI All Country World ETF (WKN: LYX00C), Vanguard S&P 500 ETF (WKN: A1JX53), iShares Nasdaq 100 ETF (WKN: A0YEDL), Amundi Core Stoxx Europe 600 ETF (WKN: LYX0Q0), Xtrackers MSCI Japan ETF (WKN: DBX1MJ), iShares MSCI China ETF (WKN: A2PGQN), Xtrackers Artificial Intelligence & Big Data ETF (WKN: A2N6LC), Alphabet, Apple, Nvidia und Palantir, Euwax Gold II (WKN: EWG2LD), Xetra Gold (WKN: A0S9GB), Global X Infrastructure ETF (WKN: A40E7B), Vanguard FTSE All World (WKN: A2PKXG), SPDR MSCI All Country World ETF (WKN: A1JJTC), Xtrackers MSCI Emerging Markets ETF (WKN: A12GVR), Vanguard FTSE Emerging Markets ETF (WKN: A2PLTC), iShares EUR High Yield Corporate Bond (WKN: A2DUCZ) und PIMCO Euro Short-Term High Yield Corporate Bond (WKN: A2DLP1). Unter diesem Link könnt ihr euch kostenlos für die Masterclass anmelden: https://form.jotform.com/Product_Unit/masterclass-boersenweisheiten. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! 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
Hoy en El Brieff, la industria de camiones pesados se desploma en México, con caídas de hasta 59% en producción. Además, la Sener niega violar el T-MEC en energía, respondiendo a EE.UU. Mientras cañeros bloquean carreteras, transportistas y agricultores anuncian un paro nacional para el 24 de noviembre. En el mundo, el cierre de gobierno de EE.UU. por fin termina, y en la IA, el jefe de Meta (Yann LeCun) planea renunciar, mientras SoftBank vende Nvidia para apostar todo a OpenAI. Esto es La Conversación del Mundo.¿Ahogado en datos de sistemas y Excel, tomando decisiones por intuición? STRTGY es tu equipo externo de analistas. Transforman tu caos de datos en estrategias de rentabilidad claras cada viernes. No venden software, venden entendimiento. Deja de adivinar y programa una consulta gratuita. Conoce más aquí.Recibe gratis nuestro newsletter con las noticias más importantes del día.Si te interesa una mención en El Brieff, escríbenos a arturo@strtgy.ai Hosted on Acast. See acast.com/privacy for more information.
A report suggests that a de facto partition of Gaza is increasingly likely, Thailand suspends a Trump administration-brokered Cambodia peace deal, Hannibal Gaddafi is released on a $900,000 bail, China is reportedly targeting the U.S. military with rare Earth export curbs, A new “TRUMP” party launches in Belgium, Senator Elizabeth Warren seeks a probe of U.S. agencies' partisan shutdown messages, SoftBank sells its entire Nvidia stake for $5.8 billion, The International Olympic Committee considers a blanket ban on trans women in the Olympics, Canada loses its measles-free status after 27 Years, and a study claims that speaking multiple languages is associated with slower aging.
Muy buenos días, con café sin azúcar para México, que elevó los aranceles al azúcar importado. La acción de Nubank, entre máximos históricos y alzas de más de 50%. SoftBank vende toda su participación en Nvidia, ¿por qué lo hace? Y seis lecciones para inversionistas que deja la carta de Warren Buffett. [Patrocinado] Descubre más sobre los beneficios que Banamex tiene para las empresas y los empleados con la campaña “Larga vida a tu quincena”: https://www.youtube.com/watch?v=BNEh_ruYpDU
Markets are likely to start the session on a positive note as early trends from the GIFT Nifty point to firm trade. The Nifty reclaimed the 25,700 mark on Tuesday, led by strong gains in IT and auto stocks, while exit polls from Bihar projecting a comfortable BJP–JDU victory are seen as sentimentally positive for the market. Globally, markets traded mixed as investors balanced hopes of an end to the U.S. government shutdown with renewed weakness in tech stocks. The Dow hit a fresh record high, the Nasdaq lagged, and SoftBank tumbled 10% after offloading its entire Nvidia stake. From Tata Power's subdued Q2 performance and BSE's solid earnings to earnings from Max Financial, Godrej Industries, and Aavas Financiers, we've got all the key stock updates lined up. Also on the radar: Tata Motors' newly demerged commercial vehicle unit listing today and Tenneco Clean Air India's Rs 3,600 crore IPO launch. And in our voice of the day segment catch Ankit Soni, Associate Vice President, Mirae Asset Sharekhan as he shares his view on the defence sector. Tune in for all this and more in today's Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.
นี่คือปรากฏการณ์ที่กำลังเกิดขึ้นสดๆ ร้อนๆ ในแวดวงเทคโนโลยี และเป็นข่าวใหญ่ที่สั่นสะเทือนไปทั้งตลาด เมื่อยักษ์ใหญ่ด้านการเงินและการลงทุนจากญี่ปุ่นอย่าง SoftBank ออกมาประกาศแผนการที่จะ ‘เทขาย' หุ้นทั้งหมดที่ถืออยู่ …ในบริษัทที่ชื่อว่า Nvidia ใช่ครับ Nvidia ที่เป็นผู้ผลิตชิป AI ที่ฮอตที่สุดในโลก บริษัทที่แทบจะเป็น ‘ผู้ชนะ' ในสงคราม AI ในตอนนี้ บริษัทที่มูลค่าทะลุ 4 ล้านล้านดอลลาร์ไปแล้ว SoftBank กำลังจะขายหุ้น 32 ล้านหุ้นทิ้งทั้งหมด แค่ข่าวนี้ประกาศออกมา หุ้นของ Nvidia ก็ร่วงลงทันที 2% ในเช้าวันอังคาร มันได้สร้างแรงสั่นสะเทือนและคำถามตัวโตๆ ว่า… “ทำไม” ทำไมถึงขาย ‘ของที่ดีที่สุด' ในมือตอนนี้? เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #SoftBank #Nvidia #OpenAI #MasayoshiSon #AI #การลงทุน #ProjectStargate #ข่าวเทคโนโลยี #ข่าวAI #สงครามAI #ธุรกิจ #หุ้นNvidia #วิเคราะห์หุ้น #GenerativeAI #เทคโนโลยี #เศรษฐกิจ #สรุปข่าว #geekdaily #geekforeverpodcast
OpenAI is sinds kort geen non-profit meer, maar een zogeheten public benefit corporation. Daardoor is de waardevolste AI-startup ter wereld enerzijds nog een soort stichting, maar mag die ook onbeperkt winst maken. In Nederland kennen we deze opvallende rechtsvorm niet, dus hoor je alles wat je erover moet weten in deze verdiepende Tech Update van hoogleraar Ondernemingsrecht Tineke Lambooy van de Nyenrode Business Universiteit en techredacteur Niels Kooloos. De keuze van OpenAI om een public benefit corporation te worden heeft naar eigen zeggen het doel om 'zowel de missie van het bedrijf als commercieel succes te bevorderen'. Critici, waaronder personeel van OpenAI zelf, beweren echter dat het bedrijf vooral uit is op zo veel mogelijk winst maken voor aandeelhouders. Zo stelde investeringsmaatschappij Softbank begin dit jaar de voorwaarde dat OpenAI van rechtsvorm zou veranderen, als het een investering van 40 miljard dollar wilde krijgen.See omnystudio.com/listener for privacy information.
Profits are up, but not everyone’s cheering. Sea Limited doubles earnings while Singtel posts a massive jump - yet investors aren’t entirely convinced. SoftBank cashes out of Nvidia to fund its AI future. Which of these moves spells confidence - and which signals caution? From Sea’s Shopee, Garena, and Monee to Singtel’s Optus and NCS, we unpack the region’s big earnings stories. Then we head to SoftBank and its 5.8 billion dollar Nvidia sale. Plus, our UP or DOWN spotlight hits JD.com, Sony, BHG Retail REIT, and SingPost. We wrap with the Straits Times Index rally led by Genting Singapore, UOL Group, and City Developments. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.
- Meta traci lidera AI- Wall Street pod presją bańki na AI- 97% ludzi nie odróżnia muzyki AIMasz pytanie do naszej redakcji? Możesz je zadać tutaj: https://tally.so/r/npJBAVZawsze rano. Same fakty.5 najważniejszych wiadomości.5 minut.Wydarzenia ze świata, sportu, popkultury, technologii, środowiska i gospodarki.Ramówka:Poniedziałek: Ekonomicznie in BriefWtorek: Sport in BriefŚroda: PopCulture in BriefCzwartek: Technologicznie in Brief / Planet in BriefPiątek: World in BriefW aplikacji Voice House Club m.in.:✔️ Wszystkie formaty w jednym miejscu.✔️ Możesz przeczytać lub posłuchać.✔️ Transkrypcje odcinków z dodatkowymi materiałami wideo.
The Dow climbed to a record close as optimism over a potential end to the government shutdown lifted sentiment. Tech lagged after SoftBank sold its Nvidia stake and CoreWeave issued a weaker forecast.➡️ Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.
Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a fresh read on main street and the jobs market through alternatives like the NFIB Small Business Index and new ADP numbers - before checking in on the shutdown and getting market veteran Ed Yardeni's take on all the action. Also in focus: the state of the AI trade, following yesterday's big rebound - the team checked in with one AI software CEO about key risks ahead, broke down Softbank's big decision to sell its entire Nvidia stake, and got the street's take on new numbers out of AI hyperscaler Coreweave. Plus: hear from the CEO of one AI upstart that's changing the way we do medicine... starting with your doctors office. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
One day after a tech sector rebound, the AI trade continues its wild ride. Carl Quintanilla, Jim Cramer and David Faber discussed CoreWeave shares down sharply despite a quarterly revenue beat. CoreWeave CEO Michael Intrator joined the program at Post 9 "First on CNBC" to talk about his company's growth strategy and the AI arms race. The anchors reacted to SoftBank selling its entire $5.8 billion stake in Nvidia. Also in focus: Senate bill passage moves the U.S. a step closer to ending the government shutdown, a Nike "Mad Dash," honoring our veterans. 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.
On Veterans' Day, remembering those we know and knew that served, we note that the market comeback is nearly complete with only the last shreds of resistance remaining ahead of the recent top, look at some results from Coreweave, Softbank and Rocket Labs, the coming end of the government shutdown, macro data from UK hitting sterling, how AI data center infrastructure ages, some interesting links for the day and more. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.
Leanna Byrne gets reactions as a woman known as the Chinese crypto queen has been sentenced to jail in London for laundering billions in stolen bitcoin. Qian Zhimin was convicted of trying to launder more than sixty thousand bitcoins now worth around six and a half billion dollars.In Germany, OpenAI faces a legal setback after a court ruled it infringed copyright by reproducing song lyrics without permission.And Japan's SoftBank cashes out of Nvidia.
Today, we take a moment to honor the brave men and women who've served this great nation. Their courage and sacrifice allow us to enjoy the freedoms — and opportunities — that make America the land of possibility. After that salute, we'll dive into the markets:
Chuck Zodda and Paul Lane discuss the Senate taking the first step in reopening the government. What could be the economic fallout from the shutdown? US household debt hits a new record, NY Fed finds. Why did SoftBank sell its entire stake in Nvidia? Is a 50-year mortgage a terrible idea? Many would-be buyers are frozen out of the housing market.
Tom White kicks off Tuesday's trading day with a look at the strength shown in Monday's tech-led rally. He points to moves in Palantir (PLTR) and Nvidia (NVDA) as leaders in the move, but discusses Softbank exiting its position of Jensen Huang's chipmaker. Tom notes that overall optimism in the equity markets remains, pushing higher on stronger earnings and cooling tariff tensions with China. However, Tom points out the rally on a government reopening should be approached with caution as the Senate's bill still requires House approval and Pres. Trump's signature before it becomes law.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Kevin Hincks reporting from @cboeglobalmarkets shares the latest economic data from the NFIB Small Business Optimism Index and dives into the details to find out why it was lower than estimates. He looks at ADP's newest jobs data that pointed to a loss of more than 11k jobs each week in the last 4 weeks as the government shutdown ceased regular jobless claims prints. On the stocks front, Kevin underscores the importance of Nvidia's (NVDA) earnings coming up later this month as Softbank exits its entire position of the A.I. chipmaker.======== 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
"It's a matter of time" before the government reopens, says Alex Coffey, calling the Senate's 60-vote threshold the "biggest hurdle" in the process. Now focus turns to key inflation and jobs data, as Alex highlights the prospective timeline of key reports. The question remains: what will that data show and what will it mean for interest rate cuts? Alex talks about the "inverse relationship" he sees in corporate layoffs and the yellow flag it waves for the FOMC. As for equities, he explains how SoftBank's sales of Nvidia (NVDA) shares can be bullish for the company.======== 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
The Einstein of Wall Street, Peter Tuchman, talks about everything he sees as pivotal to markets ahead. He points to the waterfall of economic data investors will get once the government reopens as critical to outlook, particularly in the eyes of the FOMC and interest rate cuts. Peter also urges investors "tune out the noise" and pay attention to metrics. He explains why investors overreacted to SoftBank's unloading of Nvidia (NVDA) shares and turns to prior commentary from SoftBank's CEO behind his reasoning.======== 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
Deutschland steckt in einer gefährlichen Deindustrialisierung. Der Umsatz der Automobilindustrie ist im vergangenen Jahr um vier Prozent gefallen. Dagegen erlebt die Rüstungsbranche einen Aufstieg. Kann die Transformation von Auto- zu Rüstungsindustrie gelingen. Darüber diskutieren die beiden Wirtschaftsjournalisten Dietmar Deffner und Holger Zschäpitz. Außerdem debattieren sie ihre Portfolio-Positionen von I bis L. Weitere Themen: -Beiträge in der PKV steigen im Schnitt um 13 Prozent – was Versicherte jetzt tun können -Aktie mit 50 Prozent Preisabschlag – was jetzt für Vonovia spricht -Softbank verkauft Nvidia-Anteil – was hinter der Transaktion steckt -Milliarden mit Fake – warum Meta keinen wirtschaftlichen Anreiz hat, Betrüger von den Plattformen zu verbannen DEFFNER & ZSCHÄPITZ sind wie das wahre Leben. Wie Optimist und Pessimist. Im wöchentlichen WELT-Podcast diskutieren und streiten die Journalisten Dietmar Deffner und Holger Zschäpitz über die wichtigen Wirtschaftsthemen des Alltags. Schreiben Sie uns an: wirtschaftspodcast@welt.de Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutzerklärung: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
The U.S. Senate passes a bill that could re-open government within days and restore federal funding programs until the end of January. Markets have reacted positively to the news with the Nasdaq posting its best session since May. President Trump is mulling tariff relief for Switzerland with some reports suggesting levies could be slashed from 39 per cent to 15 per cent. And in tech news, Softbank posts a $19bn gain at its Vision Fund following investment into OpenAI.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
China is reportedly devising a plan to keep the US military from getting its rare earth magnets and is considering a ‘validated end-user' system to fast-track certain export licenses, according to WSJ.European bourses firmer across the board, with outperformance in the FTSE 100; US equity futures are modestly lower.NVIDIA slips -1.5% after Softbank sells stake and following poor CoreWeave results.GBP slides on dismal UK jobs, EUR unreactive to ZEW; DXY treads water.Gilts soar post-jobs data which raises the odds of a December BoE cut; USTs cash bond trade shut on account of Veterans' Day.XAU peaks just shy of USD 4150/oz as continued attacks on Russian refineries drive crude benchmarks higher.Highlights include Weekly Prelim Estimate ADP, Speakers including BoE's Dhingra, RBA's Jones.Holidays: US Veterans' Day; Canadian Remembrance Day.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
SoftBank verkauft gesamten Nvidia-Anteil und wirft Fragen über KI-Strategie auf. Robinhood plant KI-Fonds für Kleinanleger. Microsoft bewirbt Copilot mit Influencern gegen ChatGPT-Dominanz. Studie zeigt: KI verbessert Ergebnisse, verschlechtert aber Selbsteinschätzung durch Dunning-Kruger-Effekt-Verstärkung. Amazon Haul wird zu Amazon Bazaar, expandiert in 25 Länder gegen Temu und Shein. CoreWeave-Aktie fällt trotz starkem Wachstum wegen trübem Ausblick. Monday.com verliert 20% nach enttäuschender Prognose trotz solider Zahlen. Rumble übernimmt Northern Data. Frank Thelen und Michael Geke starten KI-Quant-Strategien mit 15-24% versprochener Rendite. Y Combinator-Startup Tornyol baut Moskito-Killer-Drohnen für $1100. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf doppelgaenger.io/werbung. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro (00:01:24) SoftBank verkauft Nvidia-Anteile (00:03:54) Robinhood KI-Fonds geplant (00:14:50) Microsoft bewirbt Copilot mit Influencern (00:25:03) Sam Altman BG2 Podcast Vorfall (00:28:07) KI und Intelligenz-Paradoxon (00:33:26) Amazon Haul wird Bazaar (00:37:06) CoreWeave Earnings (00:43:38) Monday Earnings (00:46:01) Rumble übernimmt Northern Data (00:54:37) Frank Thelen Quant42 Launch (01:02:02) Moskito-Killer-Drohnen Shownotes Softbank Nvidia – ft.com Robinhood will Amateurhändlern Investitionen in KI-Start-ups ermöglichen – ft.com Microsoft Influencer – bloomberg.com KI verbessert Leistung, nicht Metakognition – sciencedirect.com KI und Dunning-Kruger-Effekt – futurism.com Amazon erweitert kostengünstigen 'Haul'-Service und startet Shopping-Event – geekwire.com CoreWeave-Aktie fällt trotz Verdoppelung des Umsatzes aufgrund schwacher Prognose – cnbc.com Rumble übernimmt Northern Data für bis zu 970 Millionen Dollar – wsj.com Frank Thelen und Michael Geke starten KI-Quant-Strategien – fundresearch.de Podcast Empfehlung: OMR Podcast 851 mit Dustin Schöne von Nays Drohnen als Moskito-Killer: Tornyol entwickelt Lösung – x.com