Podcasts about softbank

Alok Sama was a high-flying CFO who fraternized with the world's richest men.  But he wasn't immune from intimidation. Anonymous letters sent to his boss, Softbank's Masayoshi Son, accused him of corruption. Suddenly, shadowy “shareholders” emerged from nowhere, and a whisper campaign quietly derailed his career. Then - as he recounts to Olly in this compelling conversation - Alok discovered his family was under surveillance. Desperate, he met men claiming ties to Mossad. And ultimately walked away, with first-hand experience of the corporate espionage that lurks in the shadows of Britain's biggest companies. Alok's book, The Money Trap, is out now. _____________ Meanwhile, in the Zeitgeist, Ollie Peart - fresh from veritably leaping into his forties - tests out the viral wellness trend for ‘sleepmaxxing'.  Can grounding sheets, a bone-conducting pillow-speaker, or light therapy help him get his forty winks? With the aid of the National Sleep Helpline, he delivers hacks and tips for anyone looking to improve their sleep in 2026. … Got a trend you'd like to challenge Ollie to test out on a future edition of the show? Fill out the Feedback form on our website, or join our Discord.    _____________ Elsewhere, down the Foxhole, Alix Fox is contemplating the surprising side-effects of ketamine, and discovering the demand for ‘creature cock' sex toys such as Lovehoney's ‘Swamp Monster'.  How did this kink for fantasy dildos - kickstarted by niche brands like Bad Dragon and Gang Bankster - evolve into a mainstream, sold-out product category?  Is it linked to zoophilia, ‘romatasy' books on TikTok, liberation from masturbatory stigma… or all of the above? As always, Alix has some (eye-opening) answers... _____________ Finally, in music corner, our Record of the Month brings a welcome return to the show for Cavetown, whose new single, "Sailboat (feat. chloe moriondo)", is out now. _____________ We'll be back with our Playback edition on 30th Jan, and something new on 10th February.  In the meantime, thanks for your help supporting the show into 2026 with your beer money and/or reviews. Mwah! Presenter: Olly Mann. Contributors: Alok Sama, Alix Fox, Ollie Peart, Cavetown. Producer: Matt Hill. Theme Music: ‘Skies Over Cairo' by Django Django. Artwork: Podcast Discovery. Copyright: Olly Mann / Rethink Audio 2026. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, we discuss AI's impact on Stack Overflow, Docker's Hardened Images, and Nvidia buying Groq. Plus, thoughts on playing your own game and having fun. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/LQSxLbjvz3c?si=ao8f3hwxlCrmH1vX) 554 (https://www.youtube.com/live/LQSxLbjvz3c?si=ao8f3hwxlCrmH1vX) Please complete the Software Defined Talk Listener Survey! (https://docs.google.com/forms/d/e/1FAIpQLSfl7eHWQJwu2tBLa-FjZqHG2nr6p_Z3zQI3Pp1EyNWQ8Fu-SA/viewform?usp=header) Runner-up Titles It's all brisket after that. Exploring Fun Should I go build a snow man? Pets Innersourcing Two books Michael Lewis should write. Article IV is foundational. Freedom is options. Rundown Stack Overflow is dead. (https://x.com/rohanpaul_ai/status/2008007012920209674?s=20) Hardened Images for Everyone (https://www.docker.com/blog/docker-hardened-images-for-every-developer/) Tanzu's Bitnami stuff does this too (https://blogs.vmware.com/tanzu/what-good-software-supply-chain-security-looks-like-for-highly-regulated-industries/). OpenAI OpenAI's New Fundraising Round Could Value Startup at as Much as $830 Billion (https://www.wsj.com/tech/ai/openais-new-fundraising-round-could-value-startup-at-a[…]4238&segment_id=212500&user_id=c5a514ba8b7d9a954711959a6031a3fa) OpenAI Reportedly Planning to Make ChatGPT "Prioritize" Advertisers in Conversation (https://futurism.com/artificial-intelligence/openai-chatgpt-sponsored-ads) OpenAI bets big on audio as Silicon Valley declares war on screens (https://techcrunch.com/2026/01/01/openai-bets-big-on-audio-as-silicon-valley-declares-war-on-screens/) Sam Altman says: He has zero percent interest in remaining OpenAI CEO, once (https://timesofindia.indiatimes.com/technology/tech-news/sam-altman-says-he-has-zero-percent-interest-remaining-openai-ceo-once-/articleshow/126350602.cms) Nvidia buying AI chip startup Groq's assets for about $20 billion in its largest deal on record (https://www.cnbc.com/2025/12/24/nvidia-buying-ai-chip-startup-groq-for-about-20-billion-biggest-deal.html) Relevant to your Interests Broadcom IT uses Tanzu Platform to host MCP Servers (https://news.broadcom.com/app-dev/broadcom-tanzu-platform-agentic-business-transformation). A Brief History Of The Spreadsheet (https://hackaday.com/2025/12/15/a-brief-history-of-the-spreadsheet/) Databricks is raising over $4 billion in Series L funding at a $134 billion (https://x.com/exec_sum/status/2000971604449485132?s=20) Amazon's big AGI reorg decoded by Corey Quinn (https://www.theregister.com/2025/12/17/jassy_taps_peter_desantis_to_run_agi/) “They burned millions but got nothing.” (https://automaton-media.com/en/news/japanese-game-font-services-aggressive-price-hike-could-be-result-of-parent-companys-alleged-ai-failu/) X sues to protect Twitter brand Musk has been trying to kill (https://www.theregister.com/2025/12/17/x_twitter_brand_lawsuit/) Mozilla's new CEO says AI is coming to Firefox, but will remain a choice | TechCrunch (https://techcrunch.com/2025/12/17/mozillas-new-ceo-says-ai-is-coming-to-firefox-but-will-remain-a-choice/) Why Oracle keeps sparking AI-bubble fears (https://www.axios.com/2025/12/18/ai-oracle-stock-blue-owl) What's next for Threads (https://sources.news/p/whats-next-for-threads) Salesforce Executives Say Trust in Large Language Models Has Declined (https://www.theinformation.com/articles/salesforce-executives-say-trust-generative-ai-declined?rc=giqjaz) Akamai Technologies Announces Acquisition of Function-as-a-Service Company Fermyon (https://www.akamai.com/newsroom/press-release/akamai-announces-acquisition-of-function-as-a-service-company-fermyon) Google Rolling Out Gmail Address Change Feature: Here Is How It Works (https://finance.yahoo.com/news/google-rolling-gmail-address-change-033112607.html) The Enshittifinancial Crisis (https://www.wheresyoured.at/the-enshittifinancial-crisis/) MongoBleed: Critical MongoDB Vulnerability CVE-2025-14847 | Wiz Blog (https://www.wiz.io/blog/mongobleed-cve-2025-14847-exploited-in-the-wild-mongodb) Softbank to buy data center firm DigitalBridge for $4 billion in AI push (https://www.cnbc.com/amp/2025/12/29/digitalbridge-shares-jump-on-report-softbank-in-talks-to-acquire-firm.html) The best tech announced at CES 2026 so far (https://www.theverge.com/tech/854159/ces-2026-best-tech-gadgets-smartphones-appliances-robots-tvs-ai-smart-home) Who's who at X, the deepfake porn site formerly known as Twitter (https://www.ft.com/content/ad94db4c-95a0-4c65-bd8d-3b43e1251091?accessToken=zwAGR7kzep9gkdOtlNtMlaBMZdO9jTtD4SUQkQ.MEYCIQCdZajuC9uga-d9b5Z1t0HI2BIcnkVoq98loextLRpCTgIhAPL3rW72aTHBNL_lS7s1ONpM2vBgNlBNHDBeGbHkPkZj&sharetype=gift&token=a7473827-0799-4064-9008-bf22b3c99711) Manus Joins Meta for Next Era of Innovation (https://manus.im/blog/manus-joins-meta-for-next-era-of-innovation) The WELL: State of the World 2026 with Bruce Sterling and Jon Lebkowsky (https://people.well.com/conf/inkwell.vue/topics/561/State-of-the-World-2026-with-Bru-page01.html) Virtual machines still run the world (https://cote.io/2026/01/07/virtual-machines-still-run-the.html) Databases in 2025: A Year in Review (https://www.cs.cmu.edu/~pavlo/blog/2026/01/2025-databases-retrospective.html) Chat Platform Discord Files Confidentially for IPO (https://www.bloomberg.com/news/articles/2026-01-06/chat-platform-discord-is-said-to-file-confidentially-for-ipo?embedded-checkout=true) The DRAM shortage explained: AI, rising prices, and what's next (https://www.techradar.com/pro/why-is-ram-so-expensive-right-now-its-more-complicated-than-you-think) Nonsense Palantir CEO buys monastery in Old Snowmass for $120 million (https://www.denverpost.com/2025/12/17/palantir-alex-karp-snowmass-monastery/amp/) H-E-B gives free groceries to all customers after registers glitch today in Burleson, Texas. (https://www.reddit.com/r/interestingasfuck/s/ZEcblg7atP) Conferences cfgmgmtcamp 2026 (https://cfgmgmtcamp.org/ghent2026/), February 2nd to 4th, Ghent, BE. Coté speaking - anyone interested in being a SDI guest? DevOpsDayLA at SCALE23x (https://www.socallinuxexpo.org/scale/23x), March 6th, Pasadena, CA Use code: DEVOP for 50% off. Devnexus 2026 (https://devnexus.com), March 4th to 6th, Atlanta, GA. Coté has a discount code, but he's not sure if he can give it out. He's asking! Send him a DM in the meantime. KubeCon EU, March 23rd to 26th, 2026 - Coté will be there on a media pass. Whole bunch of VMUGs, mostly in the US. The CFPs are open (https://app.sessionboard.com/submit/vmug-call-for-content-2026/ae1c7013-8b85-427c-9c21-7d35f8701bbe?utm_campaign=5766542-VMUG%20Voice&utm_medium=email&_hsenc=p2ANqtz-_YREN7dr6p3KSQPYkFSN5K85A-pIVYZ03ZhKZOV0O3t3h0XHdDHethhx5O8gBFguyT5mZ3n3q-ZnPKvjllFXYfWV3thg&_hsmi=393690000&utm_content=393685389&utm_source=hs_email), go speak at them! Coté speaking in Amsterdam. Amsterdam (March 17-19, 2026), Minneapolis (April 7-9, 2026), Toronto (May 12-14, 2026), Dallas (June 9-11, 2026), Orlando (October 20-22, 2026) SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Why Data Doesn't Always Win, with a Philosopher of Art (https://podcasts.apple.com/us/podcast/the-points-you-shouldnt-score-a-new-years-resolution/id1685093486?i=1000743950053) (Apple Podcasts) Why Data Doesn't Always Win, with a Philosopher of Art (https://www.youtube.com/watch?v=7AdbePyGS2M&list=RD7AdbePyGS2M&start_radio=1) (YouTube) Coté: “Databases in 2025: A Year in Review.” (https://www.cs.cmu.edu/~pavlo/blog/2026/01/2025-databases-retrospective.html) Photo Credits Header (https://unsplash.com/photos/red-and-black-love-neon-light-signage-igJrA98cf4A)

Neste episódio bônus do Stock Pickers, Lucas Collazo recebe Giuliana Napolitano, jornalista especializada em mercado financeiro e autora do livro “Fora da Nova Curva”, para uma conversa sobre os caminhos reais (e nada óbvios) de quem construiu carreira investindo.Na quarta edição do livro, Giuliana reúne histórias de sucesso de investidores e executivos com perfis completamente diferentes, mostrando que não existe um único roteiro para chegar longe no mercado financeiro. Entre os personagens estão nomes como Marcelo Claure, do SoftBank, André Jakurski, Tania Sztamfater Chocolat, Paulo Guedes, Octávio Magalhães e Luiz Barsi. Trajetórias que passam por gestão, empreendedorismo, política econômica e investimento de longo prazo.Para além de estratégias e números, a conversa mergulha no lado humano dessas histórias: decisões difíceis, erros, recomeços e a construção de convicções ao longo do tempo. O conselho de Giuliana é claro e recorrente entre os entrevistados: em meio a tanta volatilidade, resiliência e controle emocional são tão importantes quanto conhecimento técnico.Confira as histórias de quem já sabia que iria trabalhar com bolsas de valores desde cedo na carreira e também de quem caiu neste universo quase que por acaso. Um bate-papo leve, inspirador e cheio de aprendizados sobre carreira e os bastidores do universo de finanças!

Two blockbuster deals over the holidays quietly marked the real start of the AI agent era, revealing where competition is actually heading in 2026. This episode breaks down why Meta's acquisition of Manus signals a shift toward agents as distribution, not features, and why Nvidia's $20B Groq deal is really about owning the future of inference as workloads fragment and latency becomes decisive. Together, these moves show how the battle is moving from models and benchmarks to agents, infrastructure, and the interfaces people refuse to leave. In the headlines: xAI's massive compute expansion, OpenAI's renewed push on voice and devices, SoftBank's infrastructure spree, Brookfield's AI cloud ambitions, and Claude Code reaching the point of writing all of its own code. 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/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blitzy.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

C dans l'air du 2 janvier 2026 - IA : demain tous chômeurs ?Présentation de Salhia BrakhliaL'intelligence artificielle (IA) prend de plus en plus de place dans nos vies. Elle commence même à remplacer certains emplois et suscite de ce fait une inquiétude grandissante. Aux Etats-Unis, la mutation a déjà commencé. Dans le secteur du conseil, le géant Accenture a annoncé pas moins de 12 000 licenciements. L'ampleur de ce plan social est inédite dans ce domaine d'activité et traduit une certitude : l'adaptation à l'IA n'est plus une option. Un signal fort dans un secteur historiquement fondé sur le capital humain.Dans le secteur bancaire européen, ce sont de plus de 200 000 emplois qui pourraient être supprimés d'ici à 2030, selon une étude de la banque Morgan Stanley relayée par le Financial Times. Ces perspectives posent question quant à la façon dont le marché du travail va être façonné dans le futur. Malgré les craintes d'une menace pour l'emploi, des analyses soulignent que l'IA n'élimine pas les postes mais transforme les missions, en concentrant l'effort humain sur les tâches complexes et stratégiques. Si l'IA automatise déjà une grande partie des tâches répétitives, l'humain demeure en effet un atout dans de nombreux domaines, comme les relations commerciales.Les États-Unis, qui se déjà sont emparés de ce marché, cherchent à accroitre leur avance. Dans cette optique, le président Donald Trump a lancé il y a un an le projet Stargate. Chiffré à 500 milliards de dollars, il est destiné à bâtir les centres de données géants de la future génération d'IA. Le programme est élaboré par OpenAI, la firme qui a lancé ChatGPT, la société d'investissement japonaise SoftBank et le géant du numérique Oracle. Les poids lourds mondiaux du numérique comme Amazon, Microsoft ou encore Facebook devraient profiter des retombées. Pour l'heure, leur capitalisation boursière atteint des sommets... Et commence à préoccuper les investisseurs et les autorités financières. Ces derniers craignent qu'il s'agisse d'une bulle et que tout s'effondre comme un château de cartes.La rupture technologique introduite par l'IA a des répercussions dans le domaine militaire, ce qui constitue enjeu majeur. Quelles places occuperont par exemple les robots et les drones sur le champ de bataille ? La question se pose déjà. Le 1er mai 2024, la France a ainsi annoncé la création de l'Agence ministérielle de l'intelligence artificielle de défense (AMIAD), rattachée directement au ministre des Armées. Bertrand Rondepierre dirige cette structure pensée pour doter la défense française de capacités souveraines en IA. Une équipe de C dans l'air l'a rencontré.L'IA va-t-elle nous priver de dizaines, voire de centaines de milliers d'emplois dans un proche avenir ?Une bulle financière est-elle en train de se former dans le secteur de l'IA ?Comment l'IA va-t-elle modifier le visage des guerres à venir ?Nos experts :- Nicolas Bouzou - Économiste – Directeur fondateur du cabinet Astérès - Chroniqueur à L'Express- Emmanuel Duteil - Directeur de la rédaction – L'Usine Nouvelle- Isabelle Ryl - Vice-présidente Intelligence artificielle - Université Paris Sciences & Lettres (PSL)- Guillaume Grallet - Journaliste – Le Point - Auteur de « Voyage aux frontières de l'intelligence artificielle »

NIO ended 2025 up 26%, but the journey was wild. XPeng kept over-promising. OpenAI just became too big to fail. And $160 million in Nvidia chips got smuggled to China. This is my 2025 year-end review covering everything that mattered.Thank you for rocking with Courtside Financial all year. Happy New Year! Let me know what content you want to see in 2026.NIO'S 2025 FULL STORYNIO started at $4.55, peaked at $7.89 in October, closed at $5.50 - up 26% for the year.Key moments: February Onvo L60 image sparked 10% jump. March capital raise tanked stock to $3.75, but $4B Hong Kong offering funded growth. April brought Shen Fei as new Onvo president. July-August surge: L60 pre-sales drove 40% gain, third-gen ES8 launch added another 23% spike. September $1B raise initially dropped 9% but rallied 30% as investors recognized growth funding. Stock peaked October 2 at $7.89. November declined 24% as China subsidies ended. December 30 brought 2026 subsidy news, stock closed year at $5.50.Bottom line: NIO executed three-brand strategy, launched Onvo and Firefly, improved margins, raised capital twice. Now faces proving profitability at scale.XPENG'S OVER-PROMISING PROBLEMHe Xiaopeng announced "orders exceeded expectations" five times in 2025 - only MONA M03 delivered. New P7 peaked at 8,104 September units then crashed to 2,882 by November despite 40 units/hour capacity. G7 got 10,000 orders in 9 minutes but sales fell to 2,500-3,500 units while Tesla Model Y averaged 38,000.Service failures: 7,000+ owners complained after $5,000 chip upgrades caused system crashes. XPeng promised nationwide CNGP in 2022 - still only 5 cities despite customers paying $39,000 extra. Trust matters when markets get tough.OPENAI TOO BIG TO FAIL?SoftBank invested $41 billion in OpenAI on December 26, now owns 11%. Microsoft owns 27%. OpenAI valued $300-500 billion, not yet profitable. Committed to $1.4 trillion infrastructure spending. SoftBank sold entire $5.8B Nvidia stake to fund this.The question: Has OpenAI become too big to fail? If it fails, SoftBank, Microsoft, Oracle all hurt. Data centers, Nvidia's growth, entire AI buildout slows. System has to keep OpenAI alive because letting it fail craters too much. That's "too big to fail" - saw it with banks in 2008.OpenAI burns billions, revenue growing but so are costs. If AI hype slows, they have problems. But investors can't let them fail now, will keep funding betting revenue catches up. Risk is real when you build this big, this fast on this much investment.CHIP WARS: $160M SMUGGLING BUSTDOJ unsealed Operation Gatekeeper December 8. October 2024-May 2025: Smugglers moved $160M+ in Nvidia H100/H200 GPUs to China. These chips power AI, same ones OpenAI uses. Export-controlled, can't legally sell to China.How: Fake companies, falsified documents, relabeled chips as "Sandkyan," routed through multiple warehouses. May 28 raid in New Jersey caught three trucks picking up chips. Smugglers used group chat - when police arrived, chat said "dissolve group, delete everyone." Too late.Three arrested, one pleaded guilty facing 10 years. Estimates show 10,000 to hundreds of thousands chips smuggled in 2024.Why China needs them: Building domestic chips but years behind. 60%+ of Chinese AI models still run on Nvidia. Chinese companies pay 2x-5x premium, smugglers risk prison to supply.Trump twist: Same day as bust, Trump posted US would allow H200 exports if government gets 25% cut - exact chips being smuggled. Defense attorneys asked how they're national security threats when President approves export.Reality: Export controls don't work when incentives this strong. Continues until China develops competitive chips (years away), US loosens controls (Trump willing), or AI demand crashes (not happening).

Send Bidemi a Text Message!In this episode, host Bidemi Ologunde traces three fast-moving signals from the previous week: holiday-week violence in northwestern Nigeria, a surprise diplomatic recognition reshaping the Horn of Africa, and AI's infrastructure arms race. What happens when billion-dollar tech bets collide with tightening regulation? How does one diplomatic recognition redraw regional alliances?Support for The Bid Picture Podcast comes from Whole Foods Market. A healthier relationship with tech starts with taking care of the basics—like eating well—so your body and brain aren't running on empty. Whole Foods Market makes it easier to stock your kitchen with ingredients you feel good about, from fresh produce to pantry staples, so you can spend less time scrolling and more time actually living. If you're asked how you heard about Whole Foods Market, tell them The Bid Picture Podcast. Learn more at wholefoodsmarket.com.Support for The Bid Picture Podcast comes from Skylight Calendar—the family-friendly digital calendar that helps everyone stay on the same page. With a quick setup and an easy-to-read display in a shared space, Skylight makes it simple to keep track of school events, practices, appointments, and family plans—so mornings run smoother and everyone knows what's next. Make your home the place where schedules finally make sense. Skylight Calendar—because family life works better when it's shared. If you're asked how you heard about Skylight Calendar, tell them The Bid Picture Podcast. Learn more at myskylight.com.Support the show

Sara Eisen and David Faber began the hour with a look at some defining economic charts of the year before breaking down the bull case for stocks with one longtime market veteran. Plus: Meta making a deeper push into AI agents with a new acquisition reportedly worth billions... hear key analysis from D.A. Davidson's Head of Internet Research - and the latest on Softbank fully funding its $40B commitment to OpenAI. Also in focus: Guggenheim's top retail picks for the new year - including some names you might not expect... Key details from fresh housing data just crossing... and a deep-dive on a new AI start-up hitting the restaurant scene. 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.

David Faber and Sara Eisen discussed precious metals rebounding from Monday's sell-off — which resulted in the worst day for silver in almost five years. AI in the spotlight: Sources told David that SoftBank has completed its $40 billion investment commitment to OpenAI. Meta has agreed to acquire Singapore-based AI startup Manus. The anchors reacted to President Trump's harsh words for Fed Chair Powell. 2026 outlook: Semiconductors and the AI trade, commercial real estate, media and the battle for Warner Bros. 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.

David Faber and Sara Eisen kicked off the final trading week of 2025 with the precious metals rally taking a breather after silver topped $80 an ounce for the first time. Stocks also pulled back after the S&P 500 hit an all-time intraday high on Friday. Former Federal Reserve economist Claudia Sahm offered her 2026 outlook for the economy, inflation and the Fed. The anchors reacted to Lululemon founder Chip Wilson's decision to launch a proxy fight in an effort to shake up the company's board. Also in focus: Softbank ramps up its AI strategy with a $4 billion deal, the "Magnificent 7" gap that could widen in the new year, riding the financials rally into 2026.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.

SoftBank is fronting $4 billion to buy DigitalBridge (DBRG). George Tsilis talks about why the firm is making a 10-digit offer for the digital infrastructure company. Amazon (AMZN) started Monday's session lower even after Evercore ISI labeled the Mag 7 company as a top pick for 2026. George later turns to the housing market and explains why JPMorgan cut its price target for the stock. ======== 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

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 Jill Schneider. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

This episode features a large news slate: Elisson offering gaurantee on Paramount Bid, SoftBank sprints to fund $22.5B Open AI deal and TNvidia to start selling H200 chips to China. Roundtable: QOFTWhttps://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel free to do so here! https://anchor.fm/delano-saporu4/support. Thank you for listening.

ChatGPT ads are coming y'all.

Join host Steve Crowe and The Robot Report editorial team (Gene Demaitre, Mike Oitzman, and Brianna Wessling) for the annual end-of-year wrap-up. The team breaks down the most significant stories, trends, and market shifts that defined the robotics industry in 2025 and looks ahead to 2026. Key Topics Discussed: - Business Shake-ups: An analysis of iRobot entering Chapter 11 bankruptcy and ABB selling its mobile robot division to SoftBank. - The Year of the Humanoid: A look at the $3.5B+ invested in humanoid companies and the rise of physical AI. - Autonomous Systems: Updates on Waymo's scaling challenges, Amazon's 1M deployed robots, and the impact of autonomous systems in the Ukraine and Gaza conflicts. - Industry Trends: The spin-out of Intel RealSense, the return of a national robotics strategy, and new approaches to home robotics (1X, Sunday, Weave). Featured Guest Vignettes: - John Santagate: On tote-to-man methodologies and multi-agent orchestration. - Chris Matthieu (RealSense): On open-source brains for physical AI and the emergence of robot sports. - Evan Helda (Nebius): On data pipelines, real-world data collection, and world models for training.

Waymo is back online in San Francisco after a service disruption during a city blackout, private equity firms Permira and Warburg have agreed to buy Clearwater Analytics in an $8.4B deal, the third installment of Avatar disappointed at the box office over the weekend, tonight's Powerball jackpot is slated to be one of the biggest ever, and Softbank is working to close a $22B+ funding commitment to OpenAI before the end of the year.  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.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über einen Sam Altman im Attacke-Modus, die prominenten MDax-Aufsteiger und 7 Bücher, die Euch helfen, das globale Chaos besser zu verstehen. Außerdem geht es um Alphabet, Nvidia, Tencent, Softbank, T-Mobile, Nvidia, Arm, Biogen, Lululemon, ON Semiconductor, GlobalFoundries, CDW, The Trade Desk, Alnylam Pharmaceuticals, Seagate, Western Digital, Insmed, Monolithic, Ferrovial, Meta, Tesla, Apple, Microsoft, Broadcom, T-Mobile, Applovin, Palantir, Aumovio, TKMS, Hellofresh, Gerresheimer, Teamviewer, Ottobock, Tonies, Verbio, PSI Software, LPKF, Stratec, Thyssenkrupp Nucera, Formycon, Procredit, Amadeus Fire, iShares MSCI EM SRI ETF (WKN: A2AFCZ), Xtrackers MSCI World Health Care ETF (WKN: A113FD), L&G Cyber Security ETF (WKN: A14WU5), iShares STOXX Europe 600 Construction & Materials ETF (WKN: A0H08F), iShares Core MSCI World ETF (WKN: A0RPWH), (Xtrackers MSCI Emerging Market ETF (WKN: A12GVR), Amundi Core MSCI Japan ETF (WKN: LYX0YC), iShares Core MSCI Europe ETF (WKN: A0RPWG), Xtrackers MSCI USA ETF (WKN: A1XB5V), NASDAQ-100 ETF (WKN: A0F5UF), JPMorgan US Research Enhanced ETF (WKN: A2DWM7), Xetra-Gold (WKN: A0S9GB, Euwax Gold II (WKN: EWG2LD), iShares Global Corporate Bond EUR (WKN: A1W02Q), Xtrackers II EUR Overnight Rate ETF (WKN: DBX0AN). Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

OpenAI blijft maar in waarde exploderen. Maar de Japanse investeringsbank Softbank gelooft in nog veel meer groei voor de maker van ChatGPT. Ze beloofde in april al 22 miljard dollar te investeren, maar dat geld moet nu voor het einde van het jaar bij elkaar zijn. Dus trekt het bedrijf geld uit alle hoeken: personeel moet de deur uit, investeringen worden uitgesteld en zelfs Softbanks belang in Nvidia moest ervoor wijken. Nogal een gok. Of het de gok ook waard kan zijn, bespreken we deze aflevering. Daarin krijg je ook de nieuwste aflevering uit de overnamesoap tussen Netflix en Paramount. Voor iedereen die nog twijfelde of Paramount die 108 miljard wel bij elkaar krijgt, is daar vandaag: Larry Ellison. De baas van Oracle en papa van David Ellison, de ceo van Paramount, staat garant voor ruim 40 miljard dollar. Daarmee probeert het de Warner Bros-aandeelhouders duidelijk te maken: ons bod is veilig. Of dat genoeg gaat zijn om ze te overtuigen, zoeken we voor je uit. Kijken we ook nog naar China, waar het ene na het andere AI-bedrijf naar de beurs wil. We vertellen je over weer een miljardenmeevaller voor Elon Musk. En je hoort waarom Triodos de mist in gaat in Duitsland. En dat komt het aandeel duur te staan. Te gast: Stan Westerterp van Bond Capital Partners.See omnystudio.com/listener for privacy information.

Is AI nu een bubbel of niet? Chipbedrijf Micron Technology heeft lak aan dat gezeur. Het bedrijf drukt geld vanwege de geëxplodeerde vraag naar geheugenchips. En daar houdt het niet op, want het bedrijf zegt dubbel zoveel winst te gaan maken als analisten verwachten dit kwartaal. Hoe lang dat nog gaat aanhouden, en of Samsung en SK Hynix ook gebakken zitten (of net iets minder?) bespreken we deze aflevering. Daarin hoor je ook over de nieuwe ceo van BP. Die is op meerdere manieren uniek: het wordt de eerste vrouw aan het roer van een oliereus, en de eerste buitenstaander bij BP. Ze komt van een Australische concurrent. Wat er aan de hand is in die top en of deze nieuwe ceo het bedrijf kan wapenen tegen die eeuwige stroom aan overnamegeruchten, gaan we uitzoeken. Vertellen we je ook nog waarom het brein achter Zalando nu ruzie heeft met een grote aandeelhouder en we geven je een update over de overnamesoap van Warner Brothers. Tot slot hoor je ook nog wat het nieuwste kerstcadeau van president Donald Trump is. Te gast is Jim Tehupuring van 1Vermogensbeheer.See omnystudio.com/listener for privacy information.

2025 was a year of seismic shifts in tech, as AI surged into a critical growth phase with massive investments, partnerships, and global trade battles over chips. Intel and HPE restructured for the AI era, quantum computing made strides with Microsoft, Google, and Cisco advancing real-world applications, and cloud giants struck multibillion-dollar deals. Meanwhile, strategic acquisitions reshaped the landscape—Lenovo, SoftBank, Google, Qualcomm, Anthropic, and more strengthened AI, cloud, cybersecurity, and quantum capabilities—highlighting a year defined by scale, innovation, and high-stakes competition across the technology ecosystem.Time Stamps0:00 - Cold Open0:17 - Welcome to the Tech Field Day News Rundown 1:09 - AI is at an Inflection Point, Who Really Controls its Future?4:58 - Intel at a Crossroads: Layoffs, Leadership Change, and the Fight to Stay Relevant in AI9:31 - The Internet Is More Fragile Than You Think14:33 - HPE Under Pressure and on the Move20:39 - The Global AI Trade War Heats Up27:10 - Quantum Computing Is Moving From Hype to High Stakes30:55 - Cloud Wars Heat Up as Tech Giants Expand AI Infrastructure33:33 - Billion-Dollar Deals Changing and Redefining the Future of AI and Cloud37:53 - Upcoming Tech Field Day Events in 202643:30 - Thank You to our Guest Cohosts in 202545:27 - Thanks for Watching the Tech Field Day News RundownFollow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

George Kikvadze is the Founder of Cryptic8 VC, investing at the intersection of technology and longevity. He is also Vice Chairman and an early backer of Bitfury Group, the company at the heart of this book. A Bitcoin pioneer since 2013, he was privileged to be behind three tech unicorns - Bitfury, Cipher Mining, and Hut 8 - with a combined value exceeding $12 billion. A graduate of Wharton and Johns Hopkins, George enjoys tennis, chess, and raising his two sons. Bill Tai has funded startups since 1991, with 23 becoming publicly listed companies. An early backer of Zoom, Canva, and Dapper Labs, he also co-founded data pioneer Treasure Data (acquired by SOFTBANK) and IPInfusion (TSE:4813). Originally a chip designer at LSI Logic and Taiwan Semiconductor, he later led semiconductor IPOs at Alex Brown & Sons. He holds a BSEE from the University of Illinois and an MBA from Harvard, where he advises the Dean. He chairs ACTAI Global, uniting entrepreneurs and innovators for tech-based conservation. Learn about the inside story of Bitcoin in this great new book, And Then You Win: A Start-Up's Untold Story of Grit, Grind, and Glory Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio. He is the host of the podcast Open Book with Anthony Scaramucci. A graduate of Tufts University and Harvard Law School, he lives in Manhasset, Long Island.

★★あなたの1分で朝ポキを延命★★ポッドキャストアワードに投票してください！https://yoshimotomasahir.github.io/asapoki_vis/award2025.html （分散を避けるため、今回は「報談」へ投票をお願いします） 【番組内容】高市政権発足直前、連立政権入りの最有力候補だった国民民主。支援団体・連合の芳野会長は「あり得ない」と言及しました。その発言の真意とともに、連合側は国民の与党入りについてどう思っていたのか、本音も聞いています。 ※2025年11月19日に収録しました 【本日締め切り！SoftBank ウインターカップ2025　観戦チケットキャンペーン】https://ciy.digital.asahi.com/ciy/11017934 【関連記事】連合・芳野会長3期目スタートも課題山積　組織低迷、支援政党股裂き https://www.asahi.com/articles/ASTB92J2CTB9ULFA017M.html?iref=omny 連合は政治とどう関わってきた？　支援政党の「股裂き」状態どうする https://www.asahi.com/articles/ASTB810MRTB8ULFA02RM.html?iref=omny 立憲・国民民主の自公との連立「あり得ない」　連合・芳野会長 https://www.asahi.com/articles/AST9C3634T9CUTFK012M.html?iref=omny （取材考記）運営へ不満続出　連合会長３選、ビジョンは　沢路毅彦 https://www.asahi.com/articles/DA3S16324825.html?iref=omny 【出演・スタッフ】沢路毅彦　https://buff.ly/gHKhe50南日慶子　https://buff.ly/xbEpzvbMC　岸上渉　https://buff.ly/pu9waZu音源編集　山根久美子 【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.

★★あなたの1分で朝ポキを延命★★ポッドキャストアワードに投票してください！https://yoshimotomasahir.github.io/asapoki_vis/award2025.html （分散を避けるため、今回は「報談」へ投票をお願いします） 【番組内容】音声チーム員が、おすすめエピソードを語り合う月刊朝ポキ。「セックス」と聞くと、タブーに触れているようで戸惑いませんか？でも本来は、自分も相手も大切にするコミュニケーションの延長上にあるものです。私たちも少しためらいつつ、性教育やセックスについて話しました。※2025年11月11日に収録しました。 【あす締め切り！SoftBank ウインターカップ2025　観戦チケットキャンペーン】https://ciy.digital.asahi.com/ciy/11017934 【関連記事】◆大木理恵子セレクト海外で性教育を受けた記者　帰国後、日本で感じた違和感　20代のセックスレス（前編） #981https://buff.ly/NvY44CT セックスは恥ずかしいことじゃない　相手と幸せになる方法は　20代のセックスレス（後編） #982https://buff.ly/Ky3DfDC ◆そのほか紹介したエピソード思春期にこんな漫画があったなら　NOを言える関係性っていいよね　いちおしウニュ！（前編） #50-221https://buff.ly/r5jKkqI エンタメでも大事な性的同意　笑いでごまかさずに　いちおしウニュ！（後編） #50-222https://buff.ly/aP8MEYH 　おなかを痛めて産むから母性が芽生える？　私たちを縛る社会の「呪い」 #2025https://buff.ly/8VcqMLk 寝かしつけて深夜出勤・早朝3時から仕事……　余裕なくみんな疲弊（子育て教員のリアル） #955https://buff.ly/kKE1745 名探偵コナンと聖地巡礼　舞台になった自治体は大忙し（前編） #50-529https://buff.ly/lCIAVYG イヌのかわいさ、賢さの秘密　あのNewtonが科学した #986https://buff.ly/I9OVtc6 イギリスへ一人旅した高校時代　ボストンではバーガーキングざんまい（五十嵐大介①） #52-304https://buff.ly/qVxrxBg 　 【出演・スタッフ】大木理恵子MC・音源編集　堀江麻友　 https://buff.ly/7HEcvYU 【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.

Oracle is increasing capital spending by $15 Billion, but they didn't raise their revenue guidance. In this video, we break down the multiple factors impacting Oracle's (ORCL) Fiscal Q2 2026 earnings. Debt is rising toward $110 Billion, free cash flow has swung to negative $10 Billion, and a one-time sale of Ampere is masking the true net income.We analyze why Oracle is selling its chip unit to SoftBank, why "Remaining Performance Obligations" (RPO) are not set in stone revenue, and why we are tax-loss harvesting our position until the cash flow improves.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Chapters:00:00 - Oracle Earnings: Why the Narrative Soured 01:25 - The Guidance Miss: $15B More Spend, Zero Extra Revenue 02:18 - RPO Explained: Is the $523 Billion Backlog Real? 03:55 - CapEx vs. Revenue: Comparing Oracle to Other Hyperscalers 05:10 - Cash Flow Alert: The Swing to Negative $10 Billion 06:20 - The Ampere Sale: Why Larry Ellison Sold His Chip Unit 07:30 - Strategy Shift: Moving to "Chip Neutrality" 08:24 - The Debt Load: Total Debt Approaching $110 Billion 08:45 - Final Verdict: Why We Are Selling for Tax Loss Harvesting#Oracle #StockAnalysis #ORCL #CashFlow #Investing #AIInfrastructure #TechStocks #BalanceSheetNick and Kasey own shares of Oracle

★★あなたの1分で朝ポキを延命★★ポッドキャストアワードに投票してください！https://yoshimotomasahir.github.io/asapoki_vis/award2025.html （分散を避けるため、今回は「報談」へ投票をお願いします） 【番組内容】卒業後も学生が学び続けている、一人一人と向き合うシステムがある。そんな「面倒見の良い大学」が注目を集めています。他方、財務省は「一部の大学で四則演算など義務教育レベルのことを教えている」と教育の質を問題視。大学ってどんな場所なんだっけ？　一から考えてみました。 ※2025年10月27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】20年連続ランキング1位は石川県の私立大、「面倒見の良さ」とはhttps://www.asahi.com/articles/AST8Y157FT8YUTIL03YM.html?iref=omny 大学生に四則演算を教える理由　数学者が見てきた「教育の犠牲者」https://www.asahi.com/articles/AST7754R7T77UTIL009M.html?iref=omny 卒業生の就職実績だけではない「面倒見」、大学ランキング担当者の目https://www.asahi.com/articles/AST8Y1DRDT8YUTIL02KM.html?iref=omny 【出演・スタッフ】前田伸也（社会部） 島崎周（社会部） https://buff.ly/70VmGCX 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.

Nick Valdez looks ath the XXI launch on NYSE today. XXI or 21 Capital is launching with Stripe and Tether and even Softbank as backers. What does this mean for BTC price? 

★★あなたの1分で朝ポキを延命★★ポッドキャストアワードに投票してください！https://yoshimotomasahir.github.io/asapoki_vis/award2025.html （分散を避けるため、今回は「報談」へ投票をお願いします） 【番組内容】長野県阿智村には、戦時中に旧満州に移り住んだ人たちの歴史を伝える「満蒙開拓平和記念館」があります。加害と被害が絡み合い、地域では語られづらい状況でしたが、2013年に開館しました。劇作家・胡桃沢伸さんは、村長だった祖父の日記から記憶をたどりました。 ※2025年11月7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】（取材考記）不都合な記憶　満蒙開拓の史実、向き合おう　渡辺洋介 https://www.asahi.com/articles/DA3S16296335.html?iref=omny 祖父の日記から考え続けてきた　満州に住民を送った村長としての苦悩 https://digital.asahi.com/articles/AST885H24T88UQIP02PM.html?iref=omny 満蒙開拓の「模範村」生還者らが慰霊の旅　終戦で暗転、半数が犠牲に https://digital.asahi.com/articles/AST6L0D3ST6LUTIL023M.html?iref=omny 【出演・スタッフ】渡辺洋介（社会部） https://buff.ly/fJ1VPTL 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_lpSee omnystudio.com/listener for privacy information.

★★あなたの1分で朝ポキを延命★★ポッドキャストアワードに投票してください！https://yoshimotomasahir.github.io/asapoki_vis/award2025.html （分散を避けるため、今回は「報談」へ投票をお願いします） 【番組内容】ポッドキャストで大事なのは、よりよい音質を目指す編集作業です。収録前の工夫に始まり、機材の選び方、Adobe Auditionの編集画面を見せ合っての感想戦など、日常には役に立たないけれど明日から番組を聴くのがちょっとだけ楽しくなるかもしれない、そんな話題をお届けしております。 ※2025年11月28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） 【出演・スタッフ】野村高文さん（Podcast Studio Chronicle）堀江麻友（音源編集）　https://bit.ly/4kepWoO 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://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.

★★あなたの1分で朝ポキを延命★★ポッドキャストアワードに投票してください！https://yoshimotomasahir.github.io/asapoki_vis/award2025.html （分散を避けるため、今回は「報談」へ投票をお願いします） 【番組内容】子育てを優先すれば、仕事のキャリアは断絶せざるを得ません。出産を機に女性が退職せざるを得ないケースは少なくなり、男性が育児休暇を取ることも徐々に当たり前という空気になってきました。それでも、キャリアに影響はあるのが実態。ていうか、そもそもキャリアってなんですか？ ※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 【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】妻が妊娠中に転勤命令「なんで」その日のうちに転職サイトに登録したhttps://www.asahi.com/articles/AST8M42WRT8MULFA02ZM.html?iref=omny いい妻・母・嫁…演じる女性　奥底に眠る「青い炎」　山内マリコ寄稿https://www.asahi.com/articles/AST7J1CH2T7JULLI006M.html?iref=omny ママが羽ばたく場に　2児の母、子供部屋付きレンタルスペース設置https://www.asahi.com/articles/AST9L1D7DT9LPGJB004M.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.

join wall-e for today's tech briefing as we cover the latest developments in the tech world: ftc upholds ban: scott zuckerman is barred from the surveillance software industry after a severe data breach, maintaining the 2021 order for cybersecurity measures. nvidia h200 ai chips: commerce department allows export to china under specific conditions, despite congressional resistance over national security concerns. investment in skild ai: softbank and nvidia consider over $1 billion investment, valuing the ai robotics company at $14 billion, tripling its former valuation. ibm acquires confluent: ibm announces $11 billion acquisition to enhance its data infrastructure and automation capabilities, focusing on real-time data management. waymo's expanding robotaxi service: leaked data reveals waymo's significant increase in rides and plans for expansion to 12 more cities by 2026. stay tuned for more updates tomorrow!

★★あなたの1分で朝ポキを延命★★ポッドキャストアワードに投票してください！https://yoshimotomasahir.github.io/asapoki_vis/award2025.html （分散を避けるため、今回は「報談」へ投票をお願いします） ★★アプリでつながる「記者フォロー」★★記者の書いた記事や「つぶやき」をご覧頂けます。「おたより」を送ることもできます。出演した記者のページ→　後藤一也記者 https://buff.ly/8FS6J7m　鈴木智之記者 https://buff.ly/H3lT5ey 【番組内容】2025年のノーベル賞は日本人研究者がダブル受賞！生理学・医学賞に大阪大の坂口志文氏が、化学賞に京都大の北川進氏が選ばれました。12月10日の授賞式を前に、それぞれの研究を２人の記者がわかりやすくひもときます。※2025年11月11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） 【おすすめ】ノーベル賞の制御性T細胞って？免疫暴走にブレーキhttps://www.asahi.com/articles/ASTB63DYJTB6PLBJ01JM.html?ref=omny坂口志文さん、不遇乗りこえノーベル賞に　妻・教子さんと続けた研究https://www.asahi.com/articles/ASTB63GRMTB6PLBJ002M.html?ref=omnyノーベル化学賞、京都大の北川進氏ら3氏に　金属有機構造体を開発https://www.asahi.com/articles/ASTB82R7MTB8UTFL00ZM.html?ref=omnyノーベル賞の北川さんの研究「金属有機構造体」とはhttps://www.asahi.com/articles/ASTB836F3TB8UTFL018M.html?ref=omny【解説人語】地域の外科「崩壊寸前」　深刻化する医師偏在https://www.asahi.com/articles/ASTCV3F5TTCVULFA01SM.html?ref=omny 【出演者】後藤一也記者 https://buff.ly/8FS6J7m鈴木智之記者 https://buff.ly/H3lT5eyナビゲーター 石倉徹也 https://buff.ly/SXOjbC9MC・音源編集 下地達也 【シリーズ「カガクをヒラク」 毎月第1火曜日定期配信】　過去の番組一覧はこちら科学ってむずかしそう？いえいえ、たのしくて、おもしろくて、誰でもワクワクできるんです。MC下地達也とナビゲーター石倉徹也が、現場の科学記者とともに、最新のサイエンスをやさしくひもとくシリーズです。 【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.

★★あなたの1分で朝ポキを延命★★ポッドキャストアワードに投票してください！https://yoshimotomasahir.github.io/asapoki_vis/award2025.html （分散を避けるため、今回は「報談」へ投票をお願いします） 【番組内容】30代男性のリスナーさんはこのほど、後輩のまとめ役ポジションになりました。そこで悩んでいるのが、弱さを武器にする部下への対応。「傷つきました」「心が不安定で」と言われたり書き込まれたり、それってポジション取るためなのでは？　非常に興味深い論点だと思いませんか。 【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11月27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】男性が「ケアする力」を身につけると　養われる「ケアされる力」https://www.asahi.com/articles/ASTCL2W0WTCLUTIL025M.html?iref=omny 結びつける価値、見失う世界で　心に響く東欧の将軍の言葉https://www.asahi.com/articles/ASTBZ5X2XTBZUHBI034M.html?iref=omny 東欧現代史にみる「小国」の苦難　ソ連の介入、新自由主義の浸透https://www.asahi.com/articles/ASQ4R56Q2Q4HUCVL03J.html?iref=omny 【出演・スタッフ】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） 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.

President Trump hopes to build factories around the country to power the manufacturing of AI components. Eliot Brown reports that SoftBank's Masayoshi Son is closing in on a deal that would help make that happen. Plus, Marc Vartabedian reports on why venture capitalists aren't taking AI startups at their word when it comes to revenue. Patrick Coffee hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

★★あなたの1分で朝ポキを延命★★ポッドキャストアワードに投票してください！https://yoshimotomasahir.github.io/asapoki_vis/award2025.html （分散を避けるため、今回は「報談」へ投票をお願いします） 【番組内容】 第78回全国高校バスケットボール選手権大会（SoftBank ウインターカップ2025）が、12月23日から始まります。男子は、東山（京都）と中部第一（愛知）の強豪校同士がいきなり対戦。女子は、4連覇をめざす京都精華が1回戦から登場します。 12月23~27日の観戦チケットを計50名様にプレゼントします。応募に必要なキーワードは番組の最後にお伝えしております。　https://ciy.digital.asahi.com/ciy/11017934 （12/14締め切り） ※2025年12月2日に収録しました。バスケ通信―クラッチタイム（バスクラ）の過去回はこちら（ https://bit.ly/49fLo67 ）。 プレイリスト（ https://buff.ly/4iNnkOj ） 【関連記事】福岡第一、福岡大大濠破り優勝　女子は精華女子　高校バスケ福岡予選https://www.asahi.com/articles/ASTC33G8TTC3TIPE004M.html?iref=omny ｢本社は広島｣　五輪のバスケ公式球メーカーが世界に伝えたいことhttps://www.asahi.com/articles/ASTCW2GFHTCWPTQP003M.html?iref=omny　B1ブレックス、新アリーナ建設めぐり寄付求める　背景にある事情はhttps://www.asahi.com/articles/ASTD33VD8TD3UUHB006M.html?iref=omny 【出演・スタッフ】堀内諒さん（月刊バスケットボール編集部）松本麻美（メディア事業本部・スポーツ事業部） https://x.com/Asa_asa_sports MC・音源編集　堀江麻友　https://bit.ly/4kepWoO 【おねがい】朝日新聞ポッドキャストは、みなさまからの購読料で配信しています。番組継続のため、会員登録をお願いします！ http://t.asahi.com/womz 【朝ポキ情報】アプリで記者と対話 http://t.asahi.com/won1 交流はdiscord https://bit.ly/asapoki_discord おたよりフォーム https://bit.ly/asapoki_otayori 朝ポキTV https://www.youtube.com/@asapoki_official メルマガ https://bit.ly/asapoki_newsletter 広告ご検討の企業様は http://t.asahi.com/asapokiguide 番組検索ツール https://bit.ly/asapoki_cast 最新情報はX https://bit.ly/asapoki_twitter See omnystudio.com/listener for privacy information.

Winner of the CTP Cup for IBIT Announcing the participants for the CTP Cup 2025 Calling a Code Red! Sam Altman’s declaration 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 Interactive Brokers  Warm-Up - Winner of the CTP for IBIT - Announcing the participants for the CTP Cup 2025 - Calling a Code Red! Sam Altman's panic - Here come the Tariff lawsuits - - Smart Toilets are a thing (And learning the Bristol Scale) Markets - Horses can smell the barn.... Seasonal Trends - PR Teams - full throttle - (This is their Social Media) - Tax planning over the next couple of weeks may see some selling into year end Impressive Results - India's economy grew at a faster-than-expected pace of 8.2% in the quarter ended September against a forecast of 7.3% in a Reuters poll and 7.8% expansion in the previous quarter, data released last Friday showed. - The Indian government has cut consumer taxes on hundreds of items and implemented long-delayed labour reforms in the last three months as it tries to keep the domestic economy strong in the face of global uncertainties. - Strongest in 6 quarters - Economists said stockpiling for the festive season as well as expedited exports ahead of the 50% tariff deadline on August 27 might have contributed to the quarterly growth figures. - Manufacturing output rose 9.1% in the quarter ending in September from a year earlier against growth of 7.7% a quarter ago, while construction expanded 7.2% year-on-year from 7.6% a quarter ago. NVDA Spreading Out - Nvidia on Monday announced it has purchased $2 billion of Synopsys common stock as part of a strategic partnership to accelerate computing and artificial intelligence engineering solutions. - As part of the multiyear partnership, Nvidia will help Synopsys accelerate its portfolio of compute-intensive applications, advance agentic AI engineering, expand cloud access and develop joint go-to-market initiatives, according to a release. - Nvidia said it purchased Synopsys' stock at $414.79 per share (Now at $445) Amazon Ultra Fast Service - The parent company of Instacart fell nearly 4% after Amazon said it's testing “ultra-fast” delivery of groceries in Seattle and Philadelphia. - These deliveries take about 30 minutes or less, said Amazon. - Doordash and other delivery companies stocks also fell. Microstrategy - Strategy - Stock has been under pressure - Who knows what the company actully does anymore - Leverage Bitcoin play - issuing massive debt and convertibles to but Bitcoin - Stock down 39% this year and 52% 1 -year (Up 400% in the last 5 years) -Bitcoin dropped below $87k this week before staging a recovery bounce. Devil's Metal - Silver has outpaced gold in 2025, with a growth of about 71%, compared to gold's 54%. - Silver mine production has been decreasing for the past ten years, especially in Central and South America, due to mine closures, resource depletion and infrastructure challenges. - While industrial demand for silver is expected to decline slightly in 2025, the metal is increasingly used in electric vehicles, for AI components and in photovoltaics. - Some people are saying that people were having to transport silver by plane rather than on cargo ships to meet delivery demand INTERACTIVE BROKERS Check this out and find out more at: http://www.interactivebrokers.com/ Some Trump Updates: - Reiterates his view that Chair Powell should reduce rates. - Says he's negotiating with Democrats on healthcare. - Plans to give refunds out of collected tariffs. Crying Game - SoftBank Group founder Masayoshi Son on Monday downplayed the decision to offload the conglomerate's entire Nvidia stake, saying he “was crying” over parting with the shares. - Speaking at a forum in Tokyo Monday, Son addressed SoftBank's November disclosure that the firm had sold its holding in the American chip darling for $5.83 billion. - According to Son, SoftBank wouldn't have made the move if it didn't need to bankroll its next artificial intelligence investments, including a big bet on OpenAI and data center projects. Are Stocks Overvalued? CAPE RATIO Consumers... Consumer Confidence CODE RED -  Chief executive Sam Altman reportedly declared a “code red” on Monday, urging staff to improve its flagship product ChatGPT, an indicator that the startup's once-unassailable lead is eroding as competitors like Google and Anthropic close in. - In the memo, reported by the Wall Street Journal and The Information, Altman said the company will be delaying initiatives like ads, shopping and health agents, and a personal assistant, Pulse, to focus on improving ChatGPT. This includes core features like greater speed and reliability, better personalization, and the ability to answer more questions, he said. - Herein lies the problem with this entire tech market - what if ChatGPT fades to the sideline with $1.5Trillion promised over the next 5-7 years? - Remember, Google declared a Code Red after the arrival of ChatGPT. AI Takeover - Massachusetts Institute of Technology on Wednesday released a study that found that artificial intelligence can already replace 11.7% of the U.S. labor market, or as much as $1.2 trillion in wages across finance, health care and professional services. - The study was conducted using a labor simulation tool called the Iceberg Index, which was created by MIT and Oak Ridge National Laboratory. - The index simulates how 151 million U.S. workers interact across the country and how they are affected by AI and corresponding policy. Costco Sues - Costco filed a lawsuit asking for a full refund of tariffs the warehouse club giant has paid since President Donald Trump imposed “reciprocal” and “fentanyl” tariffs earlier this year. - Costco sued the Trump administration to get a full refund of new tariffs it paid so far this year, and to block those import duties from continuing to be collected from the retail warehouse club giant as a Supreme Court case plays out. - Costco is worried that it would lose the money even if the Tariffs were deemed illegal. Fat Cutting -  Eli Lilly said it is lowering the cash prices of single-dose vials of its blockbuster weight loss drug Zepbound on its direct-to-consumer platform, LillyDirect. - Starting Dec. 1, cash-paying patients with a valid prescription can pay $299 to $449 per month for Zepbound vials on LillyDirect, depending on the dose, down from a previous range of $349 to $499 per month. - The announcement comes just weeks after President Donald Trump inked deals with Eli Lilly and Novo Nordisk to make their GLP-1 drugs easier for Americans to access and afford. Smart Toilets - This year industry giants Toto Ltd. and Kohler Co. introduced smart toilets capable of analyzing what is in the bowl - Launched in August, the latest model in the Neorest line starts at roughly $3,200. - It uses an LED light and a sensor to read the shape, color, hardness and volume of stool as it drops, and sends data to a smartphone app in less than a minute. - Each toilet can support as many as six users — enough for most households — while some companies have bought multiple units for their employees. Toto aims to sell 7,300 units annually by 2028. - For now the stool-scanning Neorest is available only in Japan. - The app analyzes bowel movements against the Bristol scale, which is commonly used to diagnose constipation, inflammation or diarrhea, and offers simple recommendations such as eating more fiber and drinking more water, or even menu suggestions, like vegetable soup. Bristol Scale Feel Good - Entrepreneur Michael Dell and his wife, Susan, will deposit $250 in the individual investment accounts of 25 million American children in a $6.25 billion philanthropic pledge as part of the Trump administration's Invest America initiative. - $250 each child born after between 2015 and 2025 - The money will go to the accounts of children who live in ZIP codes where the median family's income is $150,000 or less, according to a spokesperson for the Dells. Love the Show? Then how about a Donation? Announcing the Winner for iShares Bitcoin Trust ETF (IBIT) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Here is the list of players: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

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.

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.

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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.

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  

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.

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

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

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