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Nvidia's earnings report signalled solid growth, cryptocurrencies are taking a hold of Venezuela's economy, and more than half of the UK's biggest listed companies chose external candidates as their new chief executive. Plus, SoftBank's Masayoshi Son has become an unofficial diplomat between Washington and Tokyo. Mentioned in this podcast:Nvidia revenue jumps 56% on robust AI demandHow SoftBank's Masayoshi Son became Donald Trump's favoured foreign investorCrypto goes mainstream in VenezuelaLondon's rush for external CEO candidates shows succession planning weaknessToday's FT News Briefing was produced by Sonja Hutson and Marc Filippino. Additional help from Blake Maples and Gavin Kallmann. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Dans cette série d'été, « La Story », le podcast d'actualité des « Echos », fait une plongée dans les grands fonds d'investissement. Pour ce deuxième épisode, Margaux Boulte et son invité Yann Rousseau détaillent comment Masayoshi Son veut faire de SoftBank le grand argentier de l'intelligence artificielle.Retrouvez l'essentiel de l'actualité économique grâce à notre offre d'abonnement Access : abonnement.lesechos.fr/lastoryLa Story est un podcast des « Echos » présenté par Margaux Boulte. Cet épisode a été enregistré en juillet 2025. Rédaction en chef : Clémence Lemaistre. Invité : Yann Rousseau (correspondant des « Echos » au Japon). Réalisation : Willy Ganne. Chargée de production et d'édition : Michèle Warnet. Musique : Théo Boulenger. Identité graphique : Upian. Photo : Collage Arnaud Poilleux, REA, Shutterstock. Sons : Bloomberg Television, YellowBirdBeats « Temple & Samurai », Namco « Pac-Man », The White House, TF1. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
Intel, antaño líder indiscutible en el diseño y fabricación de semiconductores, ha perdido su posición predominante frente a competidores como Nvidia y TSMC. Durante décadas, Intel fue sinónimo de innovación en procesadores para ordenadores personales. Todos recordamos su línea de producto Pentium, el célebre eslogan “Intel Inside” y el no menos célebre Intel Bong que sonaba en los anuncios. La empresa fue fundada en 1968 por tres pioneros de los semiconductores: Robert Noyce, Andrew Grove y Gordon Moore, que formuló la ley que lleva su nombre. Durante años Intel dominó el mercado. A principios de siglo tenían una cuota de mercado del 90% en servidores y más del 80% en procesadores. Pero una serie de errores estratégicos en cadena la han llevado a perder terreno en sectores como los smartphones y la inteligencia artificial. Ha sido la irrupción de la IA la que ha transformado la industria de los semiconductores y eso ha beneficiado especialmente a Nvidia. Esta empresa, antes centrada en tarjetas gráficas para videojuegos, capitalizó la demanda de circuitos especializados para IA. Entretanto Intel ha visto como se desplomaba su su facturación y el año pasado entraron en pérdidas. A la división de fabricación no le ha ido mejor. Los taiwaneses de TSMC le han arrebatado el liderazgo y hoy esa empresa vale diez veces más que Intel. Tras la pandemia hubo escasez de chips, eso hizo subir los precios y puso a este negocio en la mira de todo el mundo. Pero Intel no supo adaptarse a las nuevas dinámicas del mercado. Su incapacidad para competir en el diseño de chips para IA la dejó rezagada. Se echó entonces en manos del Gobierno. En 2022 se acogió a la ley de chips aprobada por Joe Biden con la intención de construir nuevas plantas de fabricación y ampliar las existentes. Ahí los problemas se acumularon. La ley se fue implementando de forma muy lenta y la caída en la demanda de sus chips complicaron su situación. Con Trump las cosas han ido a peor. Tras criticar el modo en el que se había gestionado la ley de chips, el presidente exigió la dimisión del nuevo CEO de Intel, Lip Bu Tan por supuestos vínculos con China. Tan, nacido en Malasia pero ciudadano estadounidense, ha tenido que negociar con el Gobierno y ha cerrado una tregua, pero a cambio de convertir 9.000 millones de dólares en subvenciones no entregadas en una participación del 10% de Intel para el Estado federal. Junto a eso la japonesa SoftBank ha inyectado 2.000 millones de dólares en la empresa tras acordarlo con la Casa Blanca. Estas dos maniobras han permitido estabilizar la situación financiera de Intel, al menos temporalmente. No obstante, los problemas persisten. Intel sigue teniendo dificultades para competir con TSMC en fabricación y con Nvidia en diseño. La empresa ha despedido ya al 15% de su plantilla y ha cancelado proyectos como una fábrica en Alemania. Para sobrevivir, necesita nuevos clientes y productos innovadores, pero cambiar de proveedor en un sector tan especializado es complejo. La intervención del Gobierno más que una solución podría terminar siendo un problema. Con políticos de por medio se frenará la innovación ya que los nuevos dueños darán prioridad a las cuestiones políticas sobre las del mercado. Intel, ahora con el Gobierno como accionista de referencia, debe encontrar un plan creíble para recuperar su relevancia en un sector donde la competencia es feroz y los errores se pagan muy caros. En La ContraRéplica: 0:00 Introducción 3:58 Intel a la deriva 32:56 Artistas y política 38:47 ¿Por qué crece el cristianismo? 43:43 Mercado de capitales europeo · Canal de Telegram: https://t.me/lacontracronica · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #intel #semiconductores Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals
Note aux auditrices et auditeurs : cet épisode a été diffusé une première fois le 4 février.Une forme d'hystérie autour de l'IA a une nouvelle fois gagné la tech en ce début d'année, une atmosphère qui rappelle la sortie de ChatGPT et la course aux annonces entre géants de la tech aux Etats-Unis qui a suivi, en 2023.Cette fois, le pavé dans la marre a été jeté par DeepSeek, un modèle d'intelligence artificielle chinois qui peut effectuer des tâches similaires à celles réalisées par ceux d'Open AI. Son agent conversationnel DeepSeek R1 était en tête des téléchargements des applications gratuites sur l'Apple store aux Etats-Unis peu après son lancement. Et il doit aussi sa notoriété à la publicité qu'en ont faite de grandes personnalités du secteur aux Etats-Unis, à commencer par Sam Altman, le patron d'Open IA, l'entreprise qui a créé ChatGPT.Mais pourquoi tant d'agitation ?Il y aurait d'abord les faibles ressources nécessaires pour l'entraîner et le faire fonctionner. A cela s'ajoute que l'outil est open source, autrement dit qu'il peut être téléchargé gratuitement et utilisé par des développeurs pour d'autres usages. Enfin et surtout il y a la crainte que sur l'IA la Chine rattrape très vite les Etats-Unis, une rivalité technologique qui aura aussi des conséquences géopolitiques.Le leader mondial de l'intelligence artificielle (IA) OpenAI, confronté à la concurrence de l'outsider chinois a dévoilé un nouvel outil de "recherche approfondie" pour ChatGPT, lundi 3 février à Tokyo, en marge d'un événement organisé avec son partenaire nippon Softbank.Alors que les rumeurs vont bon train sur d'éventuels plagiats, ou encore le risque pour les données occidentales, Sur le Fil vous propose de faire le point sur ce que l'on sait, ou pas, sur DeepSeek avec Alain Goudey, directeur général adjoint de la Neoma Business School en charge du numérique, et Oliver Hotham, correspondant de l'AFP en charge de l'économie et de la technologie à Pékin.Réalisation : Michaëla Cancela-KiefferSur le Fil est le podcast quotidien de l'AFP. Vous avez des commentaires ? Ecrivez-nous à podcast@afp.com. Vous pouvez aussi nous envoyer une note vocale par Whatsapp au + 33 6 79 77 38 45. Si vous aimez, abonnez-vous, parlez de nous autour de vous et laissez-nous plein d'étoiles sur votre plateforme de podcasts préférée pour mieux faire connaître notre programme.Ce podcast fait l'objet d'une clause de opt-out:Sous réserve des dispositions de l'article L.122-5-3.II. du code de la propriété intellectuelle, tout accès à ou utilisation (tels que, à titre non exhaustif, la reproduction, l'agrégation et l'archivage) du contenu de ce podcast et de sa description, pour toute activité systématique ou automatisée liée à la récupération, la fouille, l'extraction, l'agrégation, l'analyse, l'exploration ou la collecte de textes, d'extraits sonores, et/ou de données, par l'intermédiaire de tout "robot", "bot", "spider", "scraper", ou de tout autre dispositif, programme, technique, outil, procédé ou méthode, réalisé dans le but de créer, développer, entraîner, tester, évaluer, modifier et/ou permettre l'exécution de logiciels, algorithmes et modèles d'apprentissage automatique/d'intelligence artificielle ou à une quelconque autre fin, sans l'autorisation préalable écrite de l'AFP, est strictement interdit. La présente disposition des CG vaut opposition expresse de l'AFP au sens des articles L. 122-5-3.III. et R. 122-28 du Code de la propriété intellectuelle. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
O Podcast Canaltech de hoje traz os destaques do Expo Magalu 2025, maior evento do ecossistema do Magazine Luiza. No episódio, Júlio Trajano, CEO da Kabum, e Fabricio Garcia, Vice Presidente Comercial e Operacional do Magalu, comentaram sobre os principais anúncios que movimentaram o encontro, como o Score de Plataforma, o Magalu Vídeos, as novidades do Mercado Full, o futuro da Lu com inteligência artificial e as soluções logísticas do Magalu Entregas, incluindo o FreteBack e as entregas Vapt, no mesmo dia. Além disso, o programa reúne a visão dos executivos sobre a importância do evento e o impacto dessas inovações no varejo digital. Você também vai conferir: Google lança Modo IA e promete transformar a forma de buscar na internet, OpenAI já trabalha no GPT-6, mesmo com o GPT-5 recém-lançado, falha no app do McDonald’s permitia até pedir comida de graça, SoftBank investe bilhões na Intel e reforça aposta em chips para a era da IA e Saint-Gobain abre inscrições para programa de trainee 2026. Este podcast foi roteirizado e apresentado por Fernanda Santos e contou com reportagens de Bruno de Blasi, André Lourenti, Lilian Sibila, Raphael Giannotti e Claudio Yuge. A trilha sonora é de Guilherme Zomer, a edição de Jully Cruz e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.
This podcast is what happens when worlds collide. Such as Windows and SSDs. Or Microsoft and listening to users. Or Softbank and Intel. Oh, you want more? How about 720p and 720Hz or Copper and Coffee. Want some of that news action? Take a good long listen and enjoy this weeks run-down of tech triumphs and failures. Timestamps:00:00 Intro01:00 Patreon01:45 Food with Josh04:44 Windows 11 patch breaking SSDs?10:26 Softbank buys 2 billion in Intel shares - U.S. Gov. May be next investor19:43 The 800 watt Matrix RTX 509022:13 A Microsoft that actually listens to users?27:44 Dictating your Excel spreadsheets - again32:50 Copper pipes make for a nice loop35:57 Foxconn wants to transition to "ai" instead of iPhone?43:18 ROG OLED panels with up to 720 Hz refresh48:27 (In)Security Corner58:09 Gaming Quick Hits1:07:19 Thrustmaster Hypercar Wheel Add-on1:20:35 Picks of the Week1:32:14 Outro ★ Support this podcast on Patreon ★
Aquaria is a company reimagining water access through distributed atmospheric water generation systems. In this episode, CleanTechnica's Scott Cooney talks with founder Brian Sheng about the company's technology and Brian's history. To date, Aquaria has raised over $112 million from leading investors including Soma Capital, Bow Capital, SoftBank, and former House Majority Leader Dick Gephardt. For its impact and innovation, Aquaria was named one of Fast Company's World Changing Companies of 2023 and selected among TIME's Best Inventions of 2024.
Aquaria is a company reimagining water access through distributed atmospheric water generation systems. In this episode, CleanTechnica's Scott Cooney talks with founder Brian Sheng about the company's technology and Brian's history. To date, Aquaria has raised over $112 million from leading investors including Soma Capital, Bow Capital, SoftBank, and former House Majority Leader Dick Gephardt. For its impact and innovation, Aquaria was named one of Fast Company's World Changing Companies of 2023 and selected among TIME's Best Inventions of 2024.
Sal Esposito joins to discuss the firm's new fund, Zacks Quality International ETF (QUIZ). Esposito shares why now is the right time to launch an international fund, citing the growth of active ETFs and the opportunity to provide clients with local securities exposure. He also highlights the fund's focus on quality companies with durable earnings, dividend yields, and good earnings estimate revisions. QUIZ invests broadly across developed international markets, including Europe, Asia, and the UK, and across various sectors, with exposure to tech names like SoftBank, but with a focus on companies with strong balance sheets and quality earnings.======== 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
Send us a textJoin hosts Alex Sarlin, Ben Kornell, and guest co-host Matt Tower from Whiteboard Advisors for a back-to-school edition of Week in EdTech, covering market shifts, Big Tech's push into education, the GPT-5 rollout, and the rising challenge of deepfake abuse in schools.✨ Episode Highlights:[00:03:40] Back-to-school funding uncertainty and “back-to-basics” mentality[00:06:40] B2C vs. B2B: consumer learning grows while institutions tighten[00:09:31] Big Tech moves from infrastructure to competing in applications[00:13:40] GPT-5 rollout backlash and prioritization of B2C users[00:17:34] Rethinking schools' role: raising the floor vs. raising the ceiling[00:19:52] School choice and flexible student pathways through ESAs[00:20:58] Proposal for an AI user Bill of Rights[00:27:36] Media panic: critiques of AI in education from major outlets[00:34:19] SoftBank executive buys stake in UK university[00:38:10] Workforce training gap: Google and Microsoft invest billions[00:39:12] Google's Gemini leads in image and video generation Plus, special guests:[00:49:18] Evan Harris, President of Pathos Consulting Group, on deepfake abuse in schools and crisis response[00:56:02] Becky Keene, author of AI Optimism, on AI literacy for teachers and classroom integration[01:03:47] Max Spero, Co-Founder and CEO of Pangram Labs, on building future-ready schools with emerging tech
Microsoft is facing backlash from managed service providers (MSPs) for not adequately protecting them against aggressive pricing strategies employed by larger licensing solution providers. These larger entities are reportedly undercutting smaller MSPs by as much as 20%, leading to significant margin erosion and increased competition. The Cloud Solution Provider Program, which was designed to create a more equitable environment for smaller providers, has not been effectively enforced by Microsoft, leaving many MSPs feeling abandoned. Analysts warn that this trend may result in consolidation among partners, as smaller providers struggle to compete in a landscape increasingly favoring larger firms.In the realm of cybersecurity, MSPs are grappling with severe alert fatigue, with a recent survey indicating that over 75% of providers experience this issue monthly. The report highlights that larger firms are particularly affected, with nearly half of those employing over 500 staff facing daily fatigue due to excessive tools and poor integration, which leads to a high volume of false positives. Alarmingly, one in four alerts is a false positive, and many providers are hesitant to consolidate their security tools due to concerns about migration complexity and potential feature loss. Despite the clear advantages of integrating platforms and enhancing automation, only 31% of MSPs have adopted AI or security orchestration tools to alleviate their burdens.In product news, several companies have made significant announcements. SuperOps has launched an AI marketplace for MSPs in collaboration with Amazon Web Services, aiming to streamline the adoption of AI agents for various tasks. Kaseya introduced customer responsibility matrices to help MSPs comply with Department of Defense cybersecurity requirements, while ConnectWise expanded its remote monitoring and management platform to include third-party patching for over 7,000 applications. Synchro reported impressive operational efficiency improvements for a client, and Ignite unveiled a no-code framework for creating customized AI agents.Lastly, the podcast discusses the ongoing challenges faced by Intel and the vulnerabilities in Enable's remote monitoring and management solution. Intel is receiving substantial investments from SoftBank and potential support from the U.S. government, indicating a lack of market confidence in the company's performance. Meanwhile, Enable is dealing with two critical vulnerabilities that are being actively exploited, with nearly 900 servers still unpatched. The urgency for MSPs to apply updates and validate their security measures is emphasized, as these vulnerabilities pose significant risks to their operations. Four things to know today 00:00 Microsoft Faces Backlash as MSPs Accuse CSP Program of Favoring Larger Licensing Providers04:53 From SuperOps to Egnyte, Vendors Announce AI and Security Features—Syncro Stands Out With Measurable Results07:50 Chip Market Split: Intel Relies on Bailouts, Foxconn Rides Explosive AI Demand10:24 Shadowserver: Nearly 900 N-able N-central Servers Remain Unpatched Against Critical Vulnerabilities This is the Business of Tech. Supported by: https://www.moovila.com/ https://scalepad.com/dave/ All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech
In this episode of Bitcoin Backstage, we sit down with Paolo Ardoino, CEO of Tether. Paolo shares his journey from Bitfinex developer to leading one of the most profitable companies in the world. He explains Tether's role in Bitcoin adoption, financial inclusion, and powering communities across Africa. We also dive into Lightning, free speech, and the company's bold investments in Bitcoin. Get ready for a candid look at how Tether sees itself as the underdog fighting for freedom.
S&P futures are pointing to a slightly lower open today, down (0.2%). Asian markets traded lower on Wednesday, led by steep losses in tech-heavy benchmarks, and European markets have also opened softer. Global technology stocks experienced a sell-off after a strong rally driven by bullish AI earnings, with major tech and AI-related stocks like SoftBank, Advantest, and SK Hynix among the biggest decliners. Companies Mentioned: Chevron, Intel, Apple
En el episodio de hoy de VG Daily, Andre Dos Santos y Eugenio Garibay Abren el episodio con Intel en donde Washington evalúa tomar hasta 10% (sin voto), abriendo el debate sobre gobernanza, retorno para el contribuyente y la carrera por re-ancorar fabricación avanzada en EE. UU., ademas, SoftBank invierte tambien US$2 mil millones en la empresa.Luego siguen con el pulso del consumidor en donde Target entrega un trimestre sólido pero bajo la sombra del relevo de liderazgo y de un consumidor que sigue “haciendo cuentas”. En contraste, Lowe's sorprende al alza, sube guía y acelera su giro al cliente profesional con la compra de FBM.
A.M. Edition for Aug. 19. President Trump is calling for a three-way summit with Ukrainian President Volodymyr Zelensky and Russian President Vladimir Putin, after an Oval Office meeting with NATO and European leaders ends with the path to peace still uncertain. Plus, SoftBank invests $2 billion in embattled chip maker Intel. And, in the first part of our series on The Price of Parenting, WSJ's Sandra Kilhof and Te-Ping Chen discuss what it's like to support a family with a modest income in America. Azhar Sukri hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Databricks is raising funds at a $100 billion valuation. The U.K. has reportedly dropped a request to access encrypted data from Apple's U.S. users. Ariana Aspuru hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
From the BBC World Service: Japan's SoftBank has invested $2 billion in U.S. chipmaker Intel, which has been losing ground lately in the booming AI market. It also comes as the U.S. government weighs whether to take a direct stake in the company. And, as historic White House talks spark hopes of a Putin–Zelensky summit, the war in Ukraine grinds on, with Russia turning to North Korea to plug major labor gaps.
In this episode, Scott Becker reviews five key business stories including Intel's surge on SoftBank investment news, Palantir's rare five-day decline, and more.
From the BBC World Service: Japan's SoftBank has invested $2 billion in U.S. chipmaker Intel, which has been losing ground lately in the booming AI market. It also comes as the U.S. government weighs whether to take a direct stake in the company. And, as historic White House talks spark hopes of a Putin–Zelensky summit, the war in Ukraine grinds on, with Russia turning to North Korea to plug major labor gaps.
US President Donald Trump floated the prospect of US security guarantees for Ukraine, Prime Minister Narendra Modi is looking for options after India got hit by extremely high US tariffs, Soho House has agreed to a take-private deal, and Softbank is buying $2bn worth of Intel shares. Plus, the FT's Leila Abboud explains why more Italian bonds are starting to look a little more like French bonds. Mentioned in this podcast:Trump floats US security guarantees for Ukraine in meeting with ZelenskyyFrench borrowing costs close in on Italy's as investors fret over debtsDonald Trump tariffs threaten Narendra Modi's ‘Make in India' driveSoho House agrees $2.7bn take-private dealSoftBank to buy $2bn in Intel shares as it grows US investmentsToday's FT News Briefing was produced by Ethan Plotkin, Fiona Symon, Sonja Hutson, and Marc Filippino. Additional help from Kelly Garry and Gavin Kallmann. Our acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Plus: Intel's stock jumps after the announcement of a SoftBank investment. And Home Depot rallies despite a disappointing report. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices
In the wake of the White House summit with European heads of state, Treasury Secretary Scott Bessent discusses the President's strategy to broker peace in Ukraine and the likely terms for both sides in the conflict. Sec. Bessent also discusses the government's potential stake in Intel, as well as the administration's proximity to industrial policy in the pursuit of national security. Plus, Kristina Partsinevelos reports on Softbank's $2 billion investment in Intel, and Nvidia is reportedly working on a new chip for China. Scott Bessent - 21:37 In this episode:Scott Bessent, @SecScottBessentKristina Partsinevelos, @KristinaPartsBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie
Carl Quintanilla, Sara Eisen, and David Faber broke down the latest consumer reads out of earnings – as Home Depot kicks off a make-or-break week of retail results. Executives calling out strong momentum… But former Chief Investment Strategist for Bridgewater Rebecca Patterson says demand risks remain, breaking down her playbook for volatility. Plus: one of the street's top retail analysts gave his key stocks to buy – and avoid – in the space… and the CEO of Palo Alto Networks joined the team to discuss new numbers from his company. Also in focus: Intel gaining as Softbank invests $2 billion and reports grow around a possible government stake – what Commerce Secretary Howard Lutnick told the team about that news, and possible rails M&A.
All models of the iPhone 17 headed to the U.S. will be manufactured in India, the UK has withdrawn its request for a “back door” in Apple's iCloud, and SoftBank has invested $2 billion in Intel. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you,Continue reading "All U.S.-bound iPhone 17 Models Will Be Made In India – DTH"
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S&P Futures are continuing to display muted price action this morning. The recent talks between President Trump and European leaders appear to have been positive which is reflected in the relative weakness in oil and defense stocks this morning. Shares of INTC are higher this morning as Softbank in making a $2B invest in the chip maker. SGBI is looking to merge its TV business with Tegna. Earnings announcements overnight were mainly positive as PANW & FN move higher. This morning HD is lower after its earnings miss. After the bill today KEYS & TOL will report and tomorrow morning TJX, ADI, LOW, TGT, EL & BIDU are scheduled to report.
Kim Forrest appeared on Schwab Network before to express her bullish stance on Intel (INTC). She stands by that sentiment Tuesday after SoftBank announced a $2 billion investment into the long-standing U.S. tech company. Kim considers the move a strong push for Intel and similar companies to reinforce A.I. chip production in the U.S. She also sees AMD Inc. (AMD) as having a "real shot" at overtaking Nvidia's (NVDA) chip dominance.======== 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
Intel (INTC) continues to gain traction. Jenny Horne explains the $2 billion investment from SoftBank and how it firms support for the American tech company. She later touches on a Reuters report saying that Nvidia (NVDA) is developing an A.I. chip that it can sell to China.======== 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
Tech weakness dragged markets down on Tuesday's session. Nvidia (NVDA) traded 3% lower after it announced plans for a new A.I. chip exclusively for China. It didn't compare to Palantir's (PLTR) 9% sell-off on the back of a short report from Citron Research. However, Intel (INTC) offered a bright spot in tech as SoftBank readies a $2 billion investment into the company. Sam Vadas turns to the biggest stock stories investors should note.======== 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
Shares of Intel are soaring after the announcement of a $2B investment from Softbank. We dig into what the deal means as the Trump administration considers a 10% stake in the chipmaker.
AP correspondent Laurence Brooks reports on Japan's SoftBank taking a $2 billion stake in computer chip maker Intel.
Summary del Show: Wall Street abre estable con $SPX y $US100 planos, y $INDU -0.1%. En política, Ucrania cierra compra de armas por $90B; Trump busca mediar entre Putin y Zelenskyy. En empresas, $HD inaugura resultados minoristas; $INTC sube +5.4% tras inversión de $2B de SoftBank. $CROX se asocia con la NFL pese a presión arancelaria y caída de ingresos. $NVDA trabaja en chip Blackwell adaptado para China, clave en medio de tensiones comerciales.
From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.
Stock market update for August 19, 2025.This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclosures.
On today's podcast: 1) President Trump pushes for a Putin-Zelenskiy meeting after yesterday's high stakes gathering at the White House. US and European officials started work on bolstering Ukraine's military as part of a package of security guarantees. The guarantees are aimed at allowing Ukraine to boost troop numbers without limitations, according to people familiar with the matter.2) The Trump administration considers buying a 10% stake in Intel. The US government and SoftBank Group Corp. see potential for a turnaround at Intel, with the government valuing the company's manufacturing prowess and SoftBank valuing its chip design operations.3) Earnings from the nation's biggest retailers kick off today as traders keep an eye on what Jay Powell will deliver from Jackson Hole.See omnystudio.com/listener for privacy information.
The FTC taking aim at ticket resellers, particularly focusing on Taylor Swift's Eras Tour. FTC Chairman Andre Ferguson discusses the suit and the M&A environment for big tech. Then the CEO of cruise operator Viking is with us, discussing the outlook for global travel demand. Plus Softbank taking a $2B stake in Intel. What that means for shareholders.
President Trump encourages Ukrainian President Volodomyr Zelenskyy to hold face-to-face talks with Russian President Vladimir Putin following a marathon day of talks with EU, UK and NATO leaders in Washington. An optimistic Trump said the U.S. would provide Kyiv with security guarantees but also reiterated it would be Europe that would shoulder the bulk of the burden in helping Ukraine defend itself in the future. In tech news, Japan's Softbank has announced an unexpected $2bn stake in troubled chip maker Intel while the U.S. government looks to take a 10 per cent share in the company by converting Chips Act grants into equity.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode, Scott Becker reviews five key business stories including Intel's surge on SoftBank investment news, Palantir's rare five-day decline, and more.
join wall-e for today's tech briefing on tuesday, august 19th, covering prominent tech developments: openai's chatgpt go plan in india: newly launched at ₹399 per month, dropping from ₹1,999 to increase its user base with expanded capabilities and local payment methods. softbank's $2 billion investment in intel: purchase of intel shares underscores softbank's commitment to u.s. semiconductor advancement amidst potential import tariffs. android challenges for elon musk's x: a 44% decline in new installs due to app issues, affecting subscription revenue amid competition from meta's threads. made by google 2025 event anticipation: unveiling of the pixel 10 series with new ai features and tensor g5 chips, set to compete against the upcoming iphone 17. workday data breach concern: a breach of a third-party database highlights the trend of cyberattacks, despite customer tenant data remaining safe. catch up with us in tomorrow's update!
The 5 things you need to know before the stock market opens today: Tesla is reportedly offering discounts to car leasing companies in the UK, Novo Nordisk received FDA approval for a liver disease treatment, Samsung's phone shipments to the U.S. surged in the second quarter, tech company supplier Foxconn will operate a U.S. factory as a joint venture with Softbank, OpenAI, and Oracle, and the Warner Brothers horror film “Weapons” remained number one at the weekend box office. 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.
In this episode of Bitcoin Backstage, Jeff Park unpacks the rise of Bitcoin treasury companies and their global implications. From Japan's long deflationary struggle to SoftBank's role in high-risk growth, he explains why Bitcoin is entering the global stage. Park also explores how Tether is acting like a shadow central bank, reshaping trade finance. The conversation dives deep into whether Bitcoin is a quiet hedge or a true monetary anchor. Hosted by Bitcoin Backstage, this is a must-listen for anyone watching the future of global finance.Connect with Jeff Park on X: https://x.com/dgt10011Connect with Isabella Santos on X: https://x.com/isabellasg3
For this episode, we brought on Ed Zitron to make the bear case against large language models and walk us through his “Hater's Guide To The AI Bubble.” In this fiery debate with Eric Newcomer, Tom Dotan, and Madeline Renbarger, we dig into whether generative AI is the next platform shift or a $500B mirage. From the viral TaskRabbit CAPTCHA myth to SoftBank's high-stakes bets, we debate the hype, shaky economics, and media spin driving the AI boom.
Bryan Johnson talks with TITV Host Akash Pasricha about his audacious "Don't Die" movement and the growing business behind his longevity programs. We also talk with Cory Weinberg about SoftBank's massive $9.7 billion investment in OpenAI and the unique financial arrangement benefiting CEO Masayoshi Son, Sri Muppidi details Perplexity's surprising acquisition bids for various internet browsers, and Rodrigo Liang, CEO of SambaNova, explains how his company's power-efficient AI chips are challenging NVIDIA's dominance.Articles discussed on this episode:https://www.theinformation.com/articles/openai-starts-look-like-masas-savior https://www.theinformation.com/articles/wild-chrome-bid-perplexity-hunting-browsers https://www.theinformation.com/articles/introducing-the-informations-ai-chip-database TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information: https://www.theinformation.com/subscribeSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
Take a Network Break! We start with follow-up on post-quantum support in firewalls and DPDK, then highlight a command injection vulnerability in Ruckus SmartZone software. In tech news, Broadcom rolls out the Jericho4 ASIC to help scale AI across multiple data centers, InfoBlox beefs up DNS protection to spot malicious domains faster, and HPE announces... Read more »
Take a Network Break! We start with follow-up on post-quantum support in firewalls and DPDK, then highlight a command injection vulnerability in Ruckus SmartZone software. In tech news, Broadcom rolls out the Jericho4 ASIC to help scale AI across multiple data centers, InfoBlox beefs up DNS protection to spot malicious domains faster, and HPE announces... Read more »
Take a Network Break! We start with follow-up on post-quantum support in firewalls and DPDK, then highlight a command injection vulnerability in Ruckus SmartZone software. In tech news, Broadcom rolls out the Jericho4 ASIC to help scale AI across multiple data centers, InfoBlox beefs up DNS protection to spot malicious domains faster, and HPE announces... Read more »
The 5 things you need to know before the stock market opens today. Expedia taking off thanks to strong earnings, Pinterest is struggling from tariff uncertainty, Instacart is upbeat, SoftBank's profit beat expectations and Sweetgreen is fighting the competitive salad wars. 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.
Plus: President Trump imposes roughly 100% tariffs on chips coming to the U.S. The EU says its exports of chips to the U.S. will face a 15% tariff ceiling. SoftBank posts quarterly profit. Ariana Aspuru hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
OpenAI's Sam Altman, flanked by President Trump and Softbank's Masayoshi Son, announced a hugely ambitious investment in data centers across America to support all the artificial intelligence we're going to be using. Months in, the project has been scaled back to a single, power-hungry data center in Ohio. Guest: Berber Jin, reporter covering A.I. for the Wall Street Journal Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Learn more about your ad choices. Visit megaphone.fm/adchoices