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Muy buenos días, hablemos de una empresa que quiere llevar gas a los centros de datos en México, de los lamentos del líder de Softbank tras vender su parte en Nvidia, de las inversiones de esta empresa en medio de las teorías de la burbuja. Honduras enfrenta semanas de incertidumbre tras elecciones, Netflix se aplica con Warner y ahora es RobinHood la que emociona a Wall Street con sus pasos hacia el mercado de predicciones. [Patrocinado] Conoce cómo MAPFRE mejora la experiencia del cliente aquí: https://www.mapfre.com.mx/
【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】生きているうちに財産を使い切りたい、でもそれが難しい。「DIE WITH ZERO（ゼロで死ね）」という言葉が広がりを見せているそうです。でも、これって蓄えのある人じゃないと言えない言葉ですよね。お金って、使ってナンボじゃないですか？ ため込んでるのおかしくない？ ★おたより大募集★おたよりはこちらからどうぞ！ https://bit.ly/asapoki_otayori IOKのdiscord https://discord.gg/BGGCfRec3Q ※2025年10月22日に収録しました。3人のトークは毎週月曜日に配信中です（ http://t.asahi.com/wm43 ） 【関連リンク】お金ため込む日本人へ「DIE WITH ZERO」筆者が語る極意https://www.asahi.com/articles/ASS9M1BY9S9MULLI00KM.html?iref=omny 身寄りなき93歳の遺産は20億円 ためこまず「ゼロ」で死ぬにはhttps://www.asahi.com/articles/ASS7T2F17S7TULLI00PM.html?iref=omny 3億円の口座が認知症で凍結 「ゼロで死ぬ」準備をFPが始める理由https://www.asahi.com/articles/ASS7T2SX4S7TULLI00XM.html?iref=omny 【出演・スタッフ】MC 松澤拓樹 伊藤大地（朝日新聞デジタル前編集長）奥山晶二郎（withnews前編集長） 神田大介 https://bit.ly/4k4ZKwA 【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 番組カレンダー https://bit.ly/asapki_calendar 全話あります公式サイト https://bit.ly/asapoki_lp See omnystudio.com/listener for privacy information.
【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】「一緒に新聞をめくろう！」宅配物の置き配、お酒を飲む量、銃撃事件被告の同級生の思い…。3人で気になったニュースをめくります。※2025年11月11日に収録しました。 【関連記事】「選択肢を広げる」 置き配標準化の議論、国の狙いは 官僚に聞くhttps://www.asahi.com/articles/ASTC71540TC7UTIL03HM.html?iref=omny 飲酒量の安全圏は？ 男性14%、女性9%が「生活習慣病リスク」https://www.asahi.com/articles/ASTC50GD7TC5UTFL00XM.html?iref=omny 「山上君が悪魔になるはずがない」苦しんで落ちていった同級生を見てhttps://www.asahi.com/articles/ASTBH3QMGTBHPTIL00CM.html?iref=omny 【出演・スタッフ】今永諒 https://bit.ly/41vgV3k 安田桂子 https://buff.ly/3yD5gmf MC・音源編集 宮沢賢一 【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 番組カレンダー https://bit.ly/asapki_calendar 全話あります公式サイト https://bit.ly/asapoki_lp See omnystudio.com/listener for privacy information.
After surviving Thanksgiving and the subsequent biting cold, we jumped into the FOLLOW UP with news that Malaysia is joining the trend by taking steps to ban social media for children under 16, mirroring similar actions in Australia and Denmark—it seems the world is finally realizing the internet is a toxic wasteland for the kids. We also discussed Apple's photo AI, which is apparently still in beta, if the results are anything to go by. The bulk of our discussion centered on the spectacular, flaming death of the Department of Government Efficiency (DOGE), which is Officially Dead. We broke down a brief rundown of the damages this vanity project caused, from humanitarian disasters overseas to administrative chaos and the loss of hundreds of thousands of jobs domestically, proving the "savings" were pure illusion. Now, with the collapse, the 'Suddenly exposed' DOGE employees fear prosecution after Musk abandoned them, learning the hard way that billionaire guardianship has an expiration date.The job market is just great, with both Apple laying off part of its sales team despite record revenue, and HP joining the List of Tech Companies Cutting Jobs and pointing to AI as the convenient scapegoat for laying off 10% of their workforce. Meanwhile, we found out the most popular social media platform among US adults isn't Instagram or TikTok—it's YouTube—while Meta allegedly buried research showing its products are harming users, confirming what we've known all along: they're evil, but they already got your grandma hooked. Adding to the misery, An Alarming Number of Teens Say They Turn To AI For Company, Study Finds, because why talk to a real, messy human when a bot can gaslight you more efficiently? Sam Altman's financial troubles are spilling over, with Sam Altman's Business Buddies Are Getting Stung (sorry, SoftBank and Oracle), and analysts estimate OpenAI Is Just $200 Billion Away From Still Losing Money, HSBC Says, a comical hole they plan to fill by asking for more free money. Legally, OpenAI can't use the Word ‘Cameo' in Sora now, thanks to a trademark suit, and Warner Music is playing both sides by dropping its lawsuit against Suno in exchange for a licensing agreement. Finally, in some truly dark news, a Marc Andreessen-backed Super-PAC Pours Millions Into Fighting State AI Regulations, and X's new location feature reveals that New X Feature Reveals Many MAGA Patriots on X Are Not Even Based in the U.S.After ranting about my misery dealing with the Open Dialogue bug in a beta build and declaring my return to "pedestrian releases," we got into APPS & DOODADS. Spotify is actually doing something cool with its new SongDNA feature, which shows you who sampled what (and they bought WhoSampled to do it). They're also testing Spotify's New AI-powered audiobook Recaps to remind you where you left off—Amazon is doing the same with AI-powered series Recap Videos for Prime Video. Amazon is also rolling out Alexa Home Theater surround sound for Echo speakers, making those budget speakers slightly more useful. We ran through some great stocking stuffers in Jason's Holiday Gift Guide, including Velcro cable ties and the Contigo travel mug, before moving on to MEDIA CANDY, which included Dan Carlin's Common Sense, Nathan Fillion and Alan Tudyk's new podcast Once We Were Spacemen, and a discussion on why Stranger Things Lost the Plot. We then got deeply uncomfortable talking about a Toronto ASMR spa that offers doctor roleplay, and closed out by talking about the documentary Quiet Please… about the neurological disorder misophonia. The episode finished with the AT THE LIBRARY segment, covering the Milli Vanilli memoir You Know It's True and the sci-fi short story collection The Time Travelers Passport.Show notes at https://gog.show/724Watch now on YouTube: https://youtu.be/PoMa9FM5QEE?si=4r25yqv_0u8aXHF7Sponsors:MasterClass - Get up to 50% off at MASTERCLASS.com/GRUMPYOLDGEEKSGusto - Try Gusto today at gusto.com/grumpy, and get three months free when you run your first payroll.Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordFOLLOW UPMalaysia takes steps to ban social media for children under 16IN THE NEWSDOGE Is Officially Dead'Suddenly exposed' DOGE employees fear prosecution after Musk abandoned them: reportApple lays off part of its sales teamHP Joins List of Tech Companies Cutting Jobs and Pointing to AIThe most popular social media platform among US adults isn't Instagram or TikTokMeta allegedly buried research showing its products are harming usersAn Alarming Number of Teens Say They Turn To AI For Company, Study FindsSam Altman's Business Buddies Are Getting StungOpenAI Is Just $200 Billion Away From Still Losing Money, HSBC SaysOpenAI Can't Legally Use the Word ‘Cameo' in Sora NowWarner Music drops lawsuit against AI music platform Suno in exchange for licensing agreementMarc Andreessen-Backed Super-PAC Pours Millions Into Fighting State AI RegulationsNew X Feature Reveals Many MAGA Patriots on X Are Not Even Based in The U.S.MEDIA CANDYCommon Sense 325 – Who's the Boss?Once We Were SpacemenHow Stranger Things Lost the PlotBeing EddieThe Beast in MeThe RosesAt Toronto's new ASMR spa, sensory stimulation slips out of the internet and into real lifeQuiet Please…APPS & DOODADSSpotify's SongDNA feature will show you which songs are sampled on a trackMaking of "The Prodigy - Smack My Bitch Up" in Ableton by Jim PavloffSpotify's New AI-Powered Audiobook Recaps Will Remind You Where You Left OffAmazon Launches AI-Powered Series Recap VideosAlexa Home Theater surround sound for Echo speakers is rolling out nowDashaun No Sadè - Episode 13 Durand BernarrGuermok Video Capture Card, 4K USB3.0 HDMI to USB C Capture Card for Streaming, 1080P 60FPS, Compatible with iPad Mac OS Windows, Quest 3, OBS, PS5/4, Switch2/1, Xbox, Camera (Silver)Meike 35mm F2.0 Auto Focus Full Frame STM Stepping Motor Lens Compatible with Nikon Z Mount CamerasOBS StudioRogue Amoeba LoopbackScientists Reveal What Black Friday Is Doing to Your BrainVELCRO Brand 150pk Cable Ties Value Pack, 8in | Stocking Stuffer Gifts for Tech Lovers | For Wire Management and Cord Organizer | Replace Zip Ties with Reusable Straps, Reduce WasteHand Holder Strap for ipad, Tablet Hand Holder Strap, Universal Handle Grip for iPad Kindle, Mini Tablets and Cases (Black)Anker USB C Hub, 7-in-1 Multi-Port USB Adapter for Laptops, 4K@60Hz USB C to HDMI Splitter, 85W Max Power Delivery, 3xUSBA & C 3.0 Data Ports, SD/TF Card, for Type C DevicesContigo AUTOSEAL West Loop Vacuum-Insulated Stainless Steel Travel Mug with Easy-Clean Lid 20 ozScotty Peeler Label and Sticker Remover - Single Metal Peeler -SP2Slipdrive - Portable Hard Drive Sleeve for Laptop - HDD Hard Disk Drive - Reusable Adhesive - 5.5” x 4.5” Stick on External Hard Drive Carrying Case - Travel Pocket Pouch (Large, Black)Slipdrive - Portable Hard Drive Sleeve for Laptop - SSD Solid State Drive - Reusable Adhesive - Stick on External Hard Drive Carrying Case - Pocket Pouch (Small, Black)Carlashes 1001UB Classic BlackAT THE LIBRARYYou Know It's True - The Real Story of Milli VanilliThe Time Travelers PassportThe Courage to Be Disliked: How to Free Yourself, Change Your Life, and Achieve Real Happiness by Ichiro Kishimi, Fumitake KogaSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
「天皇家の財布」の著者、成城大教授の森暢平さんをゲストに迎てお送りします。皇室予算は2025年度の当初額で232億8600万円。うち3億2400万円が内廷費と言って天皇家の私費に当たり、秋篠宮さまは9150万円、三笠宮家当主の彬子さまは1067万円と差があるんです。その一端に迫ります。 ※2025年10月31日に収録しました 【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） 【関連記事】「日米関係、さらに強化」 トランプ氏、陛下との会見でhttps://www.asahi.com/articles/DA3S16332340.html?iref=omny 秋の園遊会、武豊さんや能登で被災の人間国宝作家ら1500人出席https://www.asahi.com/articles/ASTBW4S68TBWUTIL001M.html?iref=omny 天皇ご一家のための費用360万円を窃取 宮内庁職員を懲戒免職https://www.asahi.com/articles/AST5123QDT51UTIL020M.html?iref=omny 【出演・スタッフ】森暢平さん（成城大教授）中田絢子（社会部） https://buff.ly/Tb3A4PZ MC 神田大介 https://bit.ly/4k4ZKwA 音源編集 望月愛実 【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 番組カレンダー https://bit.ly/asapki_calendar 全話あります公式サイト https://bit.ly/asapoki_lp See omnystudio.com/listener for privacy information.
Aujourd'hui dans Silicon Carne on parle du :
In this episode of TechMagic, hosts Cathy Hackl and Lee Kebler break down the biggest shifts shaping tech, entertainment, and personal branding. They explore emerging trends, from real-world experiences like Beastland, to the growing influence of spatial computing, and why authentic human content is becoming a premium as AI saturation rises. In the second half, Cathy sits down with David Cash, Founder and CSO of Cash Labs, Founder and Executive Producer of Catalyst Content Haus and Head of Marketing and acting CMO of DeLorean Labs, to discuss building a future-proof personal brand, repurposing content at scale, and why founders must take ownership of their digital presence now. Together, they reveal practical strategies for standing out and earning trust in an AI-driven media landscape.Come for the tech and stay for the magic!David Cash Bio:David Cash is the Founder of Cash Labs and Catalyst, recognized as a leading force in bringing Web3 and emerging technologies to market. After a 12-year acting career and seven years running a production company, working on campaigns for brands like Brisk, Gaviscon, and Netflix, David became an early leader in Web3, authoring the first Master's thesis on NFTs and producing Metaverse Fashion Week. Through Cash Labs, his work has driven billions of impressions and major revenue for global brands. His newest venture, Catalyst, helps executives create high-impact, future-ready content.David Cash on LinkedInKey Discussion Topics: 00:00 Intro: Tech Magic Returns from the Middle East00:03 Beastland: MrBeast's Pop-Up Amusement Park Phenomenon in Riyadh00:08 Apple Vision Pro & Real Madrid: The Future of Immersive Sports Content00:12 Tim Cook's Potential Departure and Apple's Need for Disruption00:16 Meta Quest 3S at Costco for $200: The VR Hardware Game Heats Up00:20 Meet David Cash: From Child Actor to Web3 Pioneer and Content Strategist00:24 Why Business Leaders Must Own Their Content Strategy Now00:27 Catalyst: Productizing Executive Content Creation Into a Luxury Service00:30 How to Build a Personal Brand Session in One Day00:33 The Dead Internet Theory: Why Authentic Voices Are Your Competitive Moat00:36 Syndication Strategy: Turn One Piece of Content Into 1,000 Assets00:37 Legacy Media Still Matters: Why Adweek and Vogue Amplify Personal Brands00:40 The Evolution of Entertainment: From Broadway to Authentic Vlogging00:43 Human-Crafted Content as Luxury: The OnlyFans to OnlyWalks Future00:44 The Metaverse Isn't Web3: Redefining Virtual Spaces and Digital Identity00:48 How Your Content Choices Today Shape Your XR Future Tomorrow00:52 AI as a Tool: When to Use Generative Tech and When to Create Authentically00:53 The "Human Authored" Label: Why AI Slop Is Making Credibility Scarce00:57 Silicon Valley's Billion-Dollar Paradox: Oracle, SoftBank, and Unsustainable Bets01:00 Hardware Matters: Why Lam Research Is the Invisible Infrastructure Winner01:03 Key Takeaways: Personal Branding, Content Strategy, and the Human Edge Hosted on Acast. See acast.com/privacy for more information.
【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】今回は、新聞社の整理部を舞台にした小説『北海タイムス物語』（増田俊也著、新潮社）をネタバレありで深掘りします。紙面編集のあるあるや、地方紙ならではの厳しさなどなど盛りだくさんで語ります。 ※2025年11月13日に収録しました。前後編の前編です。次回は11月28日に配信します。過去の編集マニアはこちらから（ https://buff.ly/3Djfsnl )。編集マニア・こぼし話はdiscordで紹介中です↓https://buff.ly/UxWIQUw 【出演・スタッフ】安藤英樹今永諒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://bit.ly/asapoki_youtube_ 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 番組カレンダー https://bit.ly/asapki_calendar See omnystudio.com/listener for privacy information.
【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】連載企画「青春スクロール」（デジタル版では「高校思い出クリック」）では、高校をシリーズで紹介しています。今回は、東京学芸大学付属高校出身の哲学者の野矢茂樹さんの話について語ります。ランサムウェア攻撃の記事についても聞きました。 ※2025年11月13日に収録しました。PUERTAはスペイン語で扉という意味で、さまざまな現場の声を届けるシリーズです。過去の回はこちら（ https://buff.ly/bBwwSG0 ）。 【関連記事】「面白くなくていい」哲学に至る道 野矢茂樹さんの学芸大付属高時代https://www.asahi.com/articles/ASTB036T4TB0OXIE05FM.html?iref=omny ランサムウェア攻撃に悪用リスク、国内企業に5万台か 専門家指摘https://www.asahi.com/articles/ASTCB2DVCTCBUTIL00PM.html?iref=omny AIは私たちの仲間か道具か 哲学者が投じた問いが示す新たな価値https://www.asahi.com/articles/ASTB95PXXTB9ULZU00HM.html?iref=omny 【出演・スタッフ】真田嶺（社会部）https://buff.ly/pOSHRAJ 波絵理子（ネットワーク報道本部） 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 番組カレンダー https://bit.ly/asapki_calendar 全話あります公式サイト https://bit.ly/asapoki_lp See omnystudio.com/listener for privacy information.
【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】親との距離、子どもとの距離について考えます。結婚を機に東京から北陸に移住した50代女性は、周囲のママ友が親の介護、あるいは結婚や出産で多忙な子どもを支えるため、地元を離れるケースを見てきました。親の人生と子どもの人生はそれぞれ別のはずですが、ほど良い距離感とは？ ※おたよりフォーム https://bit.ly/asapoki_otayori ※2025年10月23日に収録しました 【関連記事】アンダースロー継いだ東大エース 見守った元プロ野球選手の父の心情https://www.asahi.com/articles/ASTBK231LTBKUTQP01LM.html?iref=omny 「親亡き後」幸せな未来を 施設の生活になじむ息子 今できる最善をhttps://www.asahi.com/articles/ASQ2P7GNNQ2HUPQJ00W.html?iref=omny 山上容疑者の生い立ち知る男性が語った「てっちゃん」 最後に見た涙https://www.asahi.com/articles/ASQ7D75YHQ7DPTIL00T.html?iref=omny 【出演・スタッフ】河原夏季（withnews編集部、音源編集） https://bit.ly/4kv49ZC 木下広大（コンテンツ編成本部） https://buff.ly/n8PHys9 MC 神田大介 https://bit.ly/4k4ZKwA 【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番組カレンダー https://bit.ly/asapki_calendar全話あります公式サイト https://bit.ly/asapoki_lp See omnystudio.com/listener for privacy information.
5200 banen moeten weg bij ABN Amro. De nieuwe CEO van de bank denkt dat het allemaal een stuk efficiënter kan. De kosten moeten omlaag, dat had ze al gezegd. En dus gaat de komende jaren bijna een kwart van het personeel eruit. Snijden ze niet te diep in eigen vlees? En maakt dit ABN Amro nu aantrekkelijker, of juist moeilijker om over te nemen? Dat hoor je in deze aflevering. Je hoort ook over Alphabet. Dat ruikt de beurswaarde van 4 biljoen dollar, en krijgt nog even een zetje in de richting dankzij een gerucht over hun chips. Ze maken chips voor datacenters, en Meta zou daar voor een paar miljard dollar van willen inkopen. Die positiviteit slaat over in negativiteit bij de concurrentie, want beleggers in Nvidia en AMD zien Alphabet opeens als een serieuze dreiging. We proberen in de te schatten hoe serieus die dreiging precies is. Verder vertellen we je over een explosieve omzetgroei in de cloudtak van Alibaba. Dat wil dolgraag weer meedoen met de belangrijkste techbedrijven ter wereld. En over een stoelendans in de S&P 500, waar een bedrijf uit onze jeugd opeens een plekje verovert.See omnystudio.com/listener for privacy information.
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【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https://digital.asahi.com/pr/cp/2025/aut/?ref=cp2025aut_podcast_gaiyoran 【番組内容】本日の議題は……夏井いつきさんにガツンとやられました(04:16)（番組中で紹介している「俳句×SDGs未来教室」はTVerで配信されています。https://tver.jp/episodes/epv7isf06b ）カガクが開かれまくっている件(11:29)ショパン弾いてみました(22:08)朝ポキTV、ピッチ上げています(28:45)PodcastAword 今年は「報談」推し(40:28)高校バスケ見にいきませんか？(42:05)https://ciy.digital.asahi.com/ciy/11017934 （SoftBank ウインターカップ2025 観戦チケットキャンペーン中）25日ならまだ間に合う！デジタル30周年キャンペーン(45:27)シメクイズ(51:25) ※2025年11月17日に収録しました。広告が入っているときは説明文の時間表記がズレる場合があります。これまでの制作会議はこちら( https://buff.ly/3XER8Co ) 【出演・スタッフ】★ぜひリンクから記者フォローしてください堀江麻友 https://bit.ly/4kepWoO下地達也MC・音源編集 岸上渉 https://bit.ly/3SL3x62 【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 番組カレンダー https://bit.ly/asapki_calendar 全話あります公式サイト https://bit.ly/asapoki_lp See omnystudio.com/listener for privacy information.
【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、11/2517時まで実施中https://digital.asahi.com/pr/cp/2025/aut/?ref=cp2025aut_podcast_gaiyoran【番組内容】ふたご座流星群が12月中旬に極大を迎えます。条件がそろえば「星の雨」が降るような光景を見られるそう。でも、いつ・どんなところで・空のどのあたりを観察したらいいの…。そもそも流星群が毎年やってくるのはなぜ？「星のソムリエ」小川詩織記者がやさしく解説します。 ※2025年10月29日に収録しましたご質問・ご感想はおたよりフォームへ https://bit.ly/asapoki_otayori 【おすすめ】青森上空に激レア「流星クラスター」発生 約1秒間に19個の流れ星https://www.asahi.com/articles/AST8G2TS0T8GUBNB002M.html?ref=omny「宇宙のかけらに触りたい」 妊娠、退職へて探査計画の研究トップへhttps://www.asahi.com/articles/ASPCR7JV3PCBULBJ00R.html?ref=onmy＜配信中＞星空ライブカメラ、各地の夜空をお届けしています：朝日新聞宇宙部https://www.youtube.com/@astroasahi/featured 科学やテクノロジーの"いま"が読める! 科学系レター「サイエンスPlus」（毎週木曜日配信）https://digital.asahi.com/support/mail_service/sample/?nl=science_mail&ref=omny 【出演者】小川詩織（くらし科学医療部）https://buff.ly/NrnZw67ナビゲーター 石倉徹也 https://buff.ly/SXOjbC9MC・音源編集 下地達也 【カガクをヒラク 過去の番組一覧】https://www.asahi.com/special/podcasts/?pgid=kagakuwohiraku 【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） 【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番組カレンダー https://bit.ly/asapki_calendar全話あります公式サイト https://bit.ly/asapoki_lpSee omnystudio.com/listener for privacy information.
【明日まで！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https://digital.asahi.com/pr/cp/2025/aut/?ref=cp2025aut_podcast_gaiyoran 【番組内容】父の車で向かうスキー場、BGMはユーミン。アラサーMC松沢は、昭和にほのかなあこがれを持っています。でも、本当はそんなに良い時代じゃなかったのでは。実際に昭和を知るおじさん3人に聞いてみたところ、昔話から浮かび上がってきたのは良い点悪い点の両方でした。そりゃそうか。 ★おたより大募集★おたよりはこちらからどうぞ！ https://bit.ly/asapoki_otayori IOKのdiscord https://discord.gg/BGGCfRec3Q ※2025年10月22日に収録しました。3人のトークは毎週月曜日に配信中です（ http://t.asahi.com/wm43 ） 【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） 【関連リンク】バブル期のリモート会議はブラウン管テレビと黒電話… 架空映像人気https://www.asahi.com/articles/ASTBB0QH5TBBUTIL00JM.html?iref=omny 本当はずっと昔からの流行だった 「昭和レトロ」の現場を歩くhttps://www.asahi.com/articles/ASS7D143DS7DUCVL00LM.html?iref=omny 名古屋から消えた路面電車、50年前の写真いざなう昭和ノスタルジーhttps://www.asahi.com/articles/ASSCY0BXTSCYOIPE017M.html?iref=omny 【出演・スタッフ】MC 松澤拓樹 伊藤大地（朝日新聞デジタル前編集長）奥山晶二郎（withnews前編集長） 神田大介 https://bit.ly/4k4ZKwA 【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 ★「SDGsを話そう」で配信中食のへぇ～ https://www.asahi.com/special/podcasts/?pgid=shoku 【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 番組カレンダー https://bit.ly/asapki_calendar 全話あります公式サイト https://bit.ly/asapoki_lp See omnystudio.com/listener for privacy information.
Opening Context The famous phrase: “It’s the economy, stupid” stresses the importance of economic perception in politics. Dissatisfaction with the economy often leads to blame on the sitting president. Criticism of Biden Administration Claims Biden’s tenure caused high inflation (up to 9%) and wage decline (approx. $3,000 loss in take-home pay). Biden favored policies benefiting foreign-born workers and illegal immigration, harming American workers. Trump Administration Achievements Jobs Report: September added 119,000 new jobs, more than double expectations. Construction Jobs: Surged by 19,000—the largest monthly gain in a year. Wages: Up 3.8% year-over-year; real wages projected to increase $1,200 annually. Inflation: Claimed to be under control compared to Biden era. Private Sector Growth: Most jobs went to native-born citizens. Foreign Investment Surge Lists massive investments from countries and corporations (UAE, Qatar, Japan, Apple, EU firms, Saudi Arabia, SoftBank, Nvidia, etc.). Total U.S. and foreign investment cited as $9 trillion. Highlights Trump’s “America First” policy requiring companies to invest domestically. Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the The Ben Ferguson Show Podcast and Verdict with Ted Cruz Wherever You get You're Podcasts. And don't forget to follow the show on Social Media so you never miss a moment! Thanks for Listening X: https://x.com/benfergusonshowYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.
【締め切り迫る！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https://digital.asahi.com/pr/cp/2025/aut/?ref=cp2025aut_podcast_gaiyoran 【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】温暖化による海面上昇で、2050年までに国土の半分が頻繁に水につかってしまう。南太平洋の島国ツバルの人々は、そんな危機と隣り合わせで暮らしています。気候変動に加えて、アメリカのトランプ政権による突然の援助停止にも翻弄されています。 ※2025年10月23日に収録しました 【関連記事】（動画つき）米国が突然撤退 翻弄される「海に沈む」ツバルの危機 https://www.asahi.com/withplanet/article/16067642?iref=omny 安息日でも休まない店、向かったのは「ガチ中華」 特派員メモ https://www.asahi.com/articles/ASTBR2HRTTBRUHBI014M.html?iref=omny GLOBE特集「アメリカ不在の援助」 https://globe.asahi.com/feature/11039348?iref=omny 【出演・スタッフ】奥寺淳（編集委員） https://buff.ly/Fyuootj MC・音源編集 杢田光 https://buff.ly/u9JyLwM 【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 番組カレンダー https://bit.ly/asapki_calendar 全話あります公式サイト https://bit.ly/asapoki_lp See omnystudio.com/listener for privacy information.
En el Radar Empresarial de hoy examinamos las enormes sumas que están destinando los principales gigantes tecnológicos a fortalecer su posición en el terreno de la inteligencia artificial. Las compañías más influyentes del sector se están moviendo mediante acuerdos de dimensiones históricas y alianzas estratégicas con las que buscan mantenerse a la cabeza en una competencia cada vez más intensa. Uno de los convenios más recientes involucra a tres actores clave: Nvidia, Anthropic y Microsoft. Tanto el fabricante de chips como la empresa fundada por Bill Gates han pactado una inversión conjunta de 15.000 millones de dólares en Anthropic, una de las start-ups más prometedoras y considerada rival directa de OpenAI. Nvidia aportará 10.000 millones, mientras que Microsoft cubrirá el resto, a cambio de que Anthropic destine 30.000 millones a tecnologías desarrolladas por ambas. Este movimiento, sin embargo, ha despertado inquietudes entre parte del mercado. Diversas voces especializadas advierten que la demanda de soluciones de inteligencia artificial crece a un ritmo multimillonario, pero aseguran que aún no existe suficiente infraestructura tecnológica para respaldar acuerdos tan colosales. Entre los críticos destaca Michael Burry, conocido por anticipar la crisis de 2008. En redes sociales compartió una imagen con los principales pactos empresariales de este año acompañada del mensaje: “Con el tiempo, esto será visto como un fraude, no como un simple fenómeno pasajero”. Sea o no una burbuja, el 2025 se ha convertido en el año de las grandes alianzas en IA. En apenas unas semanas, OpenAI firmó un acuerdo de 38.000 millones de dólares con Amazon para potenciar Amazon Web Services, y meses antes selló un pacto con Broadcom para desarrollar sus propios chips de inteligencia artificial. Otro movimiento relevante fue la inversión de 5.000 millones de dólares de Nvidia en Intel, con la que adquirió el 5% de la compañía. Pero el proyecto más ambicioso sigue siendo Stargate, impulsado por Oracle, OpenAI y SoftBank, que prevé destinar 500.000 millones de dólares en Estados Unidos para acelerar el avance de la inteligencia artificial. Solo el tiempo mostrará si estas apuestas derivarán en una crisis global o en una revolución tecnológica sin precedentes. Por ahora, lo indiscutible es que los grandes magnates del sector se están enriqueciendo rápidamente: según Forbes, veinte multimillonarios —entre ellos Mark Zuckerberg, Michael Dell y Steve Ballmer— han incrementado sus fortunas colectivamente en más de 450.000 millones de dólares desde comienzos de año.
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
AGENDA: 04:47 Cursor Raises $2.3BN at $29BN Valuation 11:36 What Gemini 3 Means for Lovable, Cursor and Replit 30:54 Peter Thiel and Softbank Sell NVIDIA: The Bubble Bursting? 48:54 Oracle Credit Default Swaps: The Risk is Increasing 01:07:22 Stripe Does Tender at All-Time High: Why the Best Companies Will Never IPO 01:19:18 Why Retail WIll Cause a Surge of Capital into VC Funds
On today's episode, co-hosts Yasmin Gagne and Josh Christensen discuss the latest news in business and innovation, including Cloudflare's glitch that briefly broke half the internet, the U.S. House's overwhelming vote to release all remaining Jeffrey Epstein files, and Anthropic's discovery of what may be the first largely AI-led global cyber-espionage campaign. In addition, they talk about Jeff Bezos reentering the spotlight with a mysterious new AI venture; the latest on media industry shake-ups, including the bidding war for Warner Bros. Discovery; Disney's truce with YouTube TV; a major settlement between NPR and the Corporation for Public Broadcasting; and how Google introduced Gemini 3 along with its enigmatic Antigravity coding platform. Next, Fast Company senior writer Mark Sullivan joins the conversation to discuss SoftBank and Peter Thiel's surprising decision to dump Nvidia stock despite the company's blowout earnings. Finally, Harvey Spevak, executive chairman and managing partner of Equinox Group, shares how the company rebuilt after COVID, why it's expanding globally, and why it ditched Kiehl's for Grown Alchemist. For more of the latest business and innovation news, go to https://www.fastcompany.com/news To learn more about Mark Sullivan's coverage on Softbank, read:Why did SoftBank sell off its Nvidia stake?
【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https://digital.asahi.com/pr/cp/2025/aut/?ref=cp2025aut_podcast_gaiyoran 【番組内容】昨年10月、イ短調で書かれたショパンの「未発表のワルツ」が見つかったと報じられました。前編で紹介したけれど、そもそもショパンの作風ってどんな感じだったっけ…。「イ短調」って何？実際に弾いて、聴き比べて、思い出に浸りながら「ピアノの詩人」の世界を語りました。 ※2025年9月24日に収録しました。前後編の後編です。これまでの楽屋裏はこちら( https://bit.ly/47r0hUa ). 【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） 【関連記事】ショパンの？ワルツ 200年経て日の目https://www.asahi.com/articles/ASSC642G6SC6UHMC003M.html?ref=omny反田恭平さん「とても幸せ。言葉が無い」 ショパンコンクール2位https://www.asahi.com/articles/ASPBP3PLTPBPUHBI00G.html?ref=omnyショパンコンクール審査員の児玉桃さん いま、出場者に伝えたいことhttps://www.asahi.com/articles/ASTBP4C95TBPUCVL02LM.html?ref=omny 【出演・スタッフ】杢田光 https://bit.ly/3F7W8dm 大木理恵子MC・音源編集 下地達也 【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 番組カレンダー https://bit.ly/asapki_calendar 全話あります公式サイト https://bit.ly/asapoki_lp See omnystudio.com/listener for privacy information.
【もうすぐ終了！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 【番組内容】不登校について、今回は当事者経験のある記者もまじえ、親の目線で考えます。皆勤賞が存在していた時代に子どもだった今の親世代の多くにとって、不登校は未体験の事象。しかもそれは突然やってきます。どうすればいいのか。また、不登校の親に対する支援は十分にあるんでしょうか。 ※2025年10月16日に収録しました 【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） 【関連記事】不登校経験の生徒見守る 竹刀手放した、丘の上の「校長ちゃん」https://www.asahi.com/articles/ASTBB2SHPTBBUTIL00ZM.html?iref=omny 娘の不登校、残高は30万円 離職した親「どうやって食べてく？」https://www.asahi.com/articles/AST2432QZT24ULLI004M.html?iref=omny 18歳のオウンゴールで学んだ失敗の価値 不登校の子に伝える思いhttps://www.asahi.com/articles/ASSDV1RW8SDVTIPE01KM.html?iref=omny 【出演・スタッフ】前田伸也（社会部）小林直子（社会部） https://buff.ly/ZKGOsl6 MC 神田大介 https://bit.ly/4k4ZKwA 音源編集 望月愛実 【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 番組カレンダー https://bit.ly/asapki_calendar 全話あります公式サイト https://bit.ly/asapoki_lp See omnystudio.com/listener for privacy information.
【締め切り迫る！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https://digital.asahi.com/pr/cp/2025/aut/?ref=cp2025aut_podcast_gaiyoran 【番組内容】新語・流行語大賞にノミネートされた30語が発表されました。知ってる？知らない？など、今年もアラサー3人でざっくばらんに語ります。話題を呼んだ映画「国宝」の内容にも触れるので、ネタバレにご注意ください。 ※2025年11月14日に収録しました。このシリーズは原則毎週金曜日の配信で、次回は11月28日に配信します。前回は〈病院、新幹線、宿泊、飲食店 予約社会だけど、失敗する自由を持っていたい #996〉です。 【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） 【関連記事】クマ出没で観光シーズンに異変 紅葉の名所、日光や京都でも警戒https://www.asahi.com/articles/ASTC736J9TC7OXIE02YM.html?iref=omny.今年の新語・流行語大賞30語ノミネート 「国宝」や「ほいたらね」https://www.asahi.com/articles/ASTC51D9YTC5UCVL009M.html?iref=omny.世界的人気ラブブ、日本はリサさんが火付け役？ Y2Kの自己表現にhttps://www.asahi.com/articles/ASTBW2PW6TBWSFVU2SNM.html?iref=omny. 【出演・スタッフ】杢田光（MC）https://buff.ly/u9JyLwM 松沢拓樹望月愛実 （音源編集） 【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 番組カレンダー https://bit.ly/asapki_calendar 全話あります公式サイト https://bit.ly/asapoki_lp See omnystudio.com/listener for privacy information.
Tariff juggling - just moving them around - no studies, no rationale Big Moves - One of the worst Novembers since 2008 The Big Short - End of a Era? 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 - Last Few Days for IBIT CTP - Closing Price This Friday - The Big Short - End of a Era? - What is happening to Bitcoin? - THC laws changing - interesting loophole closed Markets - Tariff juggling - just moving them around - no studies, no rationale - Big Moves - One of the worst Novembers since 2008 - Hindenburg Omen - Fed Losing Cred WHY? - If tariffs are not inflationary and this administration has brought down prices on groceries.... - President Trump signed an EO Friday lowering tariffs on beef, tomatoes, coffee and bananas, according to Bloomberg - So , just shooting from the hip on all of this are we? --- Seriously, where is the plan, where is the analysis, where are the results? Total horseshit More Tariffs - Switzerland and U.S. agree to trade deal; U.S. will lower tariffs to 15% from 39%; Swiss companies are planning to make direct investments in the USA amounting to $200 billion by the end of 2028 - Switzerland will reduce some import duties on US Imports - For other US export interests, a solution was agreed that takes Switzerland's agricultural policy interests into account: under the agreement, Switzerland will grant the US duty-free bilateral tariff quotas on selected US export products: 500 tonnes for beef, 1,000 tonnes for bison meat and 1,500 tonnes for poultry meat. - Furthermore, Swiss companies are planning to make direct investments in the USA amounting to $200 bln by the end of 2028. - What did we accomplish here? - Just going back to what it was with a slightly higher tariff on Swiss goods than before...BECAUSE WE WERE GETTING KILLED WITH FOOD COSTS Fed Update - Markets no longer view December as a sure bet - Lots of Fed speakers out with commentary that is hawkish - Currently, there is a 46% chance of a rate cut by 0.25% - a month ago it was at 95% - AND, they should not cut in the absence of all data (Stephan Miran looking for 0.50%, but he is a total tool) More Horseshit! - Former Federal Reserve Board Gov. Adriana Kugler broke the central bank's rules regarding stock trading, according to a report released by the U.S. Government Ethics Office. - Now we know why she abruptly resigned a few months ago - That disclosure shows two kinds of violations of Fed rules regarding financial transactions by senior officials at the central bank: purchases of stocks of individual companies, as opposed to mutual funds; and purchases of securities during so-called “blackout periods” leading up to and after Federal Open Market Committee meetings. - Oh - Supposedly her husband did it - but come on! - Fed losing more credibility - this is not the first time.... StampFlation - The Postal Service filed notice with the Postal Regulatory Commission for Shipping Services price changes to take effect Jan. 18, 2026. The proposed adjustments were approved by the governors of USPS this week. - The change would raise prices approximately 6.6 percent for Priority Mail service, 5.1 percent for Priority Mail Express service, 7.8 percent for USPS Ground Advantage and 6.0 percent for Parcel Select. BIG - Michael Burry, the investor whose successful bets against the U.S. housing market in 2008 were recounted in the movie "The Big Short," is closing his hedge fund, Scion Asset Management. - In a letter to investors dated October 27, a copy of which was seen by Reuters, Burry said he would liquidate the funds and return capital, "but for a small audit/tax holdback" by the end of the year. - "My estimation of value in securities is not now, and has not been for some time, in sync with the markets," Burry said in the letter. - Put on a big OPTIONS short on NVDA and PLTR - We checked and his Registration expired.. Has about $155 million under management - not so much.. - He hinted that he will be back doing something and will announce on November 25th... Softbank - We know that they CUT all of their NVDA holdings - Looking at the 13F, also cut ORCL - New position in INTC - Looking to raise significant cast to outlay to private companies over the next couple of months. - Stock is up 120% YTD, DOWN 12% last week - Did you know He had for many years the distinction of being the person who had lost the most money in history (more than $59 billion during the dot-com crash of 2000 alone, when his SoftBank shares plummeted), a feat surpassed by Elon Musk in the following decades. THC Blues ??? - A new ban, tucked into legislation ending the longest shutdown in history, outlaws products containing more than 0.4 milligrams of total THC per container. == Industry executives said that threshold will wipe out 95% of the $28 billion hemp retail market when it takes effect in a year. - 300,000 jobs could be effected ($28 billion annually) - Possible that state laws will win out, but clearly Federal laws are not going the way of the industry. - Concern that the blackmarket will grow again - However, this can be seen in several ways as it may be cleaning up some of the selling of things like Delta-8 those weird knock-offs seen at gas stations) UK Tax Scrap - British government bond yields rose sharply on Friday morning as investors react to reports that Finance Minister Rachel Reeves will scrap an expected increase in income tax. - The moves came as investors reacted to a report from the Financial Times of an income tax U-turn. - Remember that they did a similar plan a few years ago that caused major havoc with markets and currencies until they withdrew the idea. How Does This Work? - House Republicans drafting legislation that will redirect Affordable Care Act subsidies to individuals and away from health insurance companies, according to Politico Some Eco ...?? - Employment Situation for September 2025 that was supposed to be released on Friday, October 3, 2025, will now be release Thursday, November 20, 2025 8:30 AM ET - What about October? White House says it may NEVER be released Hindenburg Omen - There was some excitement in the world of technical analysis the past two weeks as we saw 5 separate signals fire for something called the Hindenburg Omen. This is a warning signal of trouble, but trouble does not always come. What is fair to say is that Hindenburg Omen signals have appeared at every major stock market top going back several decades. - According to Tom McClellan: The current count of 5 signals is not as big as some other clusters. But we got 4 signals in a cluster at the end of 2021, ahead of the 2022 bear market. So 4 is enough, if the market is inclined to live up to this warning. And 2 signals were enough back in December 2024 and March 2025 to tell us about the trouble in the market which unfolded in the April 2025 tariff reaction minicrash. But 5 is better. Pied Piper - Losing Followers - OpenAi plans to invest $1.4 Trillion over the next 5 years or so - Biggest beneficiary - Oracle - Stock went from $250 to $340 overnight - now a $220 (Full Round-trip) - Oracle is looking to raise $38 billion in debt sales to help fund its AI buildout, according to sources with knowledge of the matter who asked not to be named because the information is confidential. Bloomberg reported on the planned debt raise last month. Disney Earnings - Hmmmmm...... - Shares fall 8% as revenue misses - Digging in for a prolonged flight with YouTube - The company also missed quarterly revenue expectations as the cable weakness overshadowed strong growth in the company's streaming and parks businesses central to its growth. - Family of 4 - Trip to Disney - A 3-night trip with tickets and dining is estimated to be between $6,000 and $9,000 Starbucks - Can it get any worse for this company? - Starbucks Workers United launched a strike in more than 40 cities and 65 stores on the day of chain's Red Cup Day sales event. - NY incoming Mayor Mandami says there should be a total boycott of the stores - The union is pushing for improved hours, higher wages and the resolution of hundreds of unfair labor practice charges levied against Starbucks. Buffett - Berkshire - Berkshire Hathaway revealed a $4.3 billion stake in Google parent Alphabet (GOOGL), and further reduced its stake in Apple (AAPL), detailing its equity portfolio for the last time before Warren Buffett ends his 60-year run as chief executive officer. - They also sold more Bank of America - *6% reduction - although still the thrid largest stockholder - Sold homebuilder DR Horton - Bought position in Domino's Pizza and Chubb ---- DPZ chart looks terrible Over to China - Economy not getting any better - Fixed-asset investment contracted 1.7% for the first ten months of the year, steepening from a 0.5% decline in the January-to-September period. - Retail sales climbed 2.9% in October from a year earlier, softening from a 3% year-on-year rise in September. - Industrial output expanded 4.9% in October, a slowdown from a 6.5% rise in the prior month. - The last time China recorded a contraction in fixed-asset investment was in 2020 during the pandemic, according to data going back to 1992 from Wind Information, a private database focused on the country. Electric Prices - We know that the new wave of data centers are requiring HUGE amounts of energy to keep them running - Residential utility bills rose 6% on average nationwide in August compared with the same period in the previous year, according to the U.S. Energy Information Administration.
【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】1849年に39歳の若さでこの世を去った「ピアノの詩人」ショパン。昨年10月、ニューヨークタイムズが彼のものと思われる「未発表のワルツ」の発見を報じました。どんな曲なのでしょうか。音声チーム員の下地達也が実際に弾いて、楽器経験のある杢田光、大木理恵子と3人であれこれ語りました。 ※2025年9月24日に収録しました。前後編の前編です。これまでの楽屋裏はこちら( https://bit.ly/47r0hUa ). 【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https://digital.asahi.com/pr/cp/2025/aut/?ref=cp2025aut_podcast_gaiyoran 【関連記事】ショパンの？ワルツ 200年経て日の目https://www.asahi.com/articles/ASSC642G6SC6UHMC003M.html?ref=omny今年のショパンコンクールが示したこと 吉田純子編集委員が読み解くhttps://www.asahi.com/articles/ASTBP440MTBPUCVL00PM.html?ref=omny解説人語：時代を映すショパンコンクール オンライン配信でも変化https://www.asahi.com/articles/ASTBJ0GZMTBJDIFI008M.html?ref=omny 【出演・スタッフ】杢田光 https://bit.ly/3F7W8dm 大木理恵子MC・音源編集 下地達也 【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 番組カレンダー https://bit.ly/asapki_calendar 全話あります公式サイト https://bit.ly/asapoki_lp See omnystudio.com/listener for privacy information.
【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https://digital.asahi.com/pr/cp/2025/aut/?ref=cp2025aut_podcast_gaiyoran 【番組内容】テレビ業界から転職した動画ディレクターの西田堅一がテレビ番組や映画について語る「木下君、あの動画見た？」。今回は映像制作の現場でよく使われてきた「いい感じでお願い」という言葉について。みなさんから寄せられた1990年代後半～2000年代前半のイチオシ映画も紹介します。※2025年11月11日に収録しました。過去回はこちらから（木下君、あの動画見た？https://www.asahi.com/special/podcasts/?pgid=kinoshitakun） 【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） 【関連動画】ショート動画集 安倍元首相銃撃事件、山上被告の裁判員裁判https://www.youtube.com/playlist?list=PLOihxDpTB60WL3WtwBMqI_qWXAle48omH 【関連記事】ベテランの「良い感じで」に若手は「！」 時代遅れ？ハラスメント？https://www.asahi.com/articles/ASTBW3TN2TBWDIFI00XM.html?ref=omny【出演・スタッフ】西田堅一（動画ディレクター） https://buff.ly/3765hWhMC・音源編集 木下広大 https://bit.ly/43tdzxT 【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 番組カレンダー https://bit.ly/asapki_calendar 全話あります公式サイト https://bit.ly/asapoki_lp See omnystudio.com/listener for privacy information.
Today's Headlines: Trump did a full-speed-reverse on Sunday night, suddenly telling House Republicans to go ahead and vote for releasing the Epstein files—after spending months trying to stop exactly that. By Monday he was even claiming he'd sign a bill to release them, adding the very believable disclaimer: “but don't talk about it too much.” To change the subject, he floated a new promise: $2,000 “tariff dividend” checks for middle-income Americans next year—right around the midterms. Nothing says “stop asking about sexual misconduct” quite like a surprise government check. Meanwhile, FBI Director Kash Patel's country singer girlfriend has been assigned her own FBI security detail—yes, on your dime—which is unusual even by this administration's standards. Airports should be mostly back to normal this week now that FAA restrictions are lifted with the end of the shutdown. At FEMA, acting director David Richardson resigned after a rough seven months and a disastrously mishandled Texas flood response. Karen Evans, FEMA's current chief of staff, will take over. Markets took a nosedive, with the major indexes seeing their worst day since Liberation Day. The AI bubble might finally be bursting, especially after new filings showed Peter Thiel's fund and SoftBank both dumped their Nvidia stakes. Finally, a new mental health study found that social media creators are burning out at alarming rates—1 in 10 have had suicidal thoughts tied directly to their work, two-thirds say their self-worth drops when posts underperform, and nearly 70% say their income is totally unpredictable. The Internet economy is thriving; its workers are not. Resources/Articles mentioned in this episode: Politico: Trump does Epstein U-turn as House Republicans prepare to spurn him Axios: Trump says he would sign law to release Epstein documents Axios: Trump promises $2,000 tariff checks by mid-2026 Forbes: FBI Director Patel's Girlfriend Has FBI Security Detail, Report Says NBC: FAA has lifted emergency flight reductions used to ease staffing pressure during government shutdown WSJ: FEMA Chief David Richardson Resigns WSJ: Market Rout Intensifies, Sweeping Up Everything From Tech to Crypto to Gold Reuters: Peter Thiel's fund offloaded Nvidia stake in third quarter, filing shows Fast Company: Creators are suffering from a mental health crisis, new study shows Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices
BestPodcastintheMetaverse.com Canary Cry News Talk #892 - 11.17.2025 - Recorded Live to 1s and 0s Deconstructing World Events from a Biblical Worldview Declaring Jesus as Lord amidst the Fifth Generation War! CageRattlerCoffee.com SD/TC email Ike for discount https://CanaryCry.Support Send address and shirt size updates to canarycrysupplydrop@gmail.com Join the Canary Cry Roundtable This Episode was Produced By: Executive Producers LX Protocol BARON of the Berrean Protocol*** Sir Jamey Not the Lanister*** Producers of TREASURE (CanaryCry.Support) Christy S, Heather M, Cage Rattler Coffee, Rod Producers of TIME Timestampers: Jade Bouncerson, Morgan E Clankoniphius Links: JAM NEPHILIM UPDATE 10:12 Tim Alberino on Glenn Beck ELON/BEAST SYSTEM 11:52 Post: Elon says Optimus will solve poverty and provide "Universal High Income for all" (X) AI/BEZOS 16:10 Jeff Bezos reportedly returns to the trenches as co-CEO of new AI startup, Project Prometheus MEXICO/RIOTS 36:17 Gen Z Riots in mexico "Mostly Peaceful" CLIP: "SMALL" Protest CLIP: Mexican Riot Police CLIP: Mexican Riot Police do it different → Ryan Grim suddenly suspects fake youth movements (X) CLIP: Mexican senator calls out Sheinbaum for Narco State on national TV (FOX) → More notes from Fox report (X) Clip: US MIlitary Buildup around Venezuela CNN Claims UK stopped intelligence sharing with US for Carco Boats The SUN Claims UK DID NOT stop sharing Intel (The Sun) AI 1:42:18 Peter Thiel and Softbank sell NVIDIA (MSN/Money) "The Big Short" Guy "Closes up shop" after shorting NVIDIA → Clip: World's Highest IQ guy crazy price prediction for BTC (X) Inside the Bitcoin apocalypse Jim Cramer BUY BTC Oct 22 BTC began decline on Oct 28 CRYPTO/AI 2:13:15 Alibaba cross-border arm plans AI subs and stablecoin-like payments with JPMorgan (CNBC) JPMorgan Rolls Out JPM Coin Leveraging Coinbase's Base: Report (Coindesk) Note: Jim Cramer says BUY Alibaba! V4V 2:24:41 Podcasting Market Worth USD 114 Billion by 2030 as Connected-TV, Voice Assistants, and Regional Audience Growth Gain Momentum, Reports Mordor Intelligence (Yahoo/Mordor) EXECUTIVE PRODUCERS TALENT/TIME END 2:59:54
Recent market volatility is all about uncertainty, says Bob Lang with Explosive Options. One piece of clarity can come from Nvidia's (NVDA) earnings on Wednesday. Bob explains how SoftBank's offloading of the Mag 7 company's stock is something retail investors should note, adding that markets likely won't be happy with the earnings even if Nvidia posts blockbuster numbers. ======== 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
Take a Network Break! Red Hat Samba server has a remote command execution vulnerability, and we cover some follow-up on fusion as a viable energy source (still a work in progress). On the news front, we search for signs in SoftBank’s sale of its Nividia stake, Mplify debuts a new certificate on carrier Ethernet for... Read more »
Take a Network Break! Red Hat Samba server has a remote command execution vulnerability, and we cover some follow-up on fusion as a viable energy source (still a work in progress). On the news front, we search for signs in SoftBank’s sale of its Nividia stake, Mplify debuts a new certificate on carrier Ethernet for... Read more »
Take a Network Break! Red Hat Samba server has a remote command execution vulnerability, and we cover some follow-up on fusion as a viable energy source (still a work in progress). On the news front, we search for signs in SoftBank’s sale of its Nividia stake, Mplify debuts a new certificate on carrier Ethernet for... Read more »
In today's episode on 17th November 2025, we talk about Softbank's recent stake sale of Nvidia, and what it plans to do with the proceeds through the Vision Fund.Schedule your free consultation with Ditto's IRDAI-certified experts at no cost to you
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are: AMD Financial Analyst Day Breakdown: AMD presents long-term growth projections with over 35% revenue CAGR. Pat & Dan discuss AMD's 10-15% GPU market share projection, emphasizing Lisa Su's track record of execution and credibility. SoftBank's Strategic Repositioning: SoftBank sold its entire stake in Nvidia for $US5.83 billion ($8.9 billion). Masayoshi Son, Chairman of Japan's SoftBank Group plans to reallocate capital to OpenAI and other AI infrastructure investments. Hosts discuss the potential of ARM-based AI chip development. Anthropic's Infrastructure Investment: New $50 billion data center construction commitment with FluidStack. Claude Code is driving significant revenue and a path to 2028 profitability. Comparison with OpenAI's infrastructure strategy and independence goals. Cloud Infrastructure and Capacity Deals: Nebius secures $3 billion deal with Meta for GPU capacity. Meta's strategy of risk-sharing and outsourcing during demand peaks. The Depreciation Debate: Patrick argues there's a 6-year depreciation period for GPUs based on historical usage patterns, citing continued use of A-, V-, and H-series GPUs. Questions are raised about reticle limits and performance scaling sustainability. Government Shutdown Resolution: Senate votes to reopen government after 43-day closure, leaving in its wake and estimated $11 billion permanent economic loss and $16 billion in missed wages. Hosts break down the market's mixed response with AI sector concerns overshadowing the reopening. Cisco Earnings Analysis: Beat on revenue and earnings with solid enterprise performance. AI infrastructure orders are expected to triple to $3 billion in 2026. Hyperscale AI orders are at $1.3 billion with a strong growth trajectory. CoreWeave Market Position: Stock down 33% from three-month peak, but still up 16% over six months. Data center build-out delays appear to be impacting capacity and revenue projections. Applied Materials Performance: Beat expectations despite revenue decline from the China market loss. Future growth potential from TSMC, Intel, and Samsung US expansion. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.
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.
On today's episode, co-hosts Yasmin Gagne and Josh Christensen discuss the latest news in business and innovation. Topics include the end of the government shutdown, SoftBank selling off it's Nvidia stake, and yet another betting scandal in professional sports Next, Bill McKibben is an author, and activist focusing on climate change and other environmental issues. He is a co-founder of the international climate organization 350.org and the founder of Third Act, which organizes people over the age of 60 for climate and racial justice. He came on the show to talk about his book, Here Comes The Sun, in which he argues for the potential of solar and wind power to address the climate crisis and help society. We also talked about Bill Gates's recent about-face on climate change, and what the billionaire is getting wrong. Finally, This year, Sony PlayStation has maintained its leadership in the gaming industry, with a 12% increase in global sales compared to last year, outpacing Nintendo's 8% and Xbox's 7% growth. Yaz spoke with Eric Lempel, the company's head of marketing, business operations and consumer experience to find out how the business got where it is today, and what the future of gaming in an AI-dominated world looks like. For more of the latest business and innovation news, go to fastcompany.com/news.
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
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...
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.
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