Podcasts about softbank

Opening Context The famous phrase: “It’s the economy, stupid” stresses the importance of economic perception in politics. Dissatisfaction with the economy often leads to blame on the sitting president. Criticism of Biden Administration Claims Biden’s tenure caused high inflation (up to 9%) and wage decline (approx. $3,000 loss in take-home pay). Biden favored policies benefiting foreign-born workers and illegal immigration, harming American workers. Trump Administration Achievements Jobs Report: September added 119,000 new jobs, more than double expectations. Construction Jobs: Surged by 19,000—the largest monthly gain in a year. Wages: Up 3.8% year-over-year; real wages projected to increase $1,200 annually. Inflation: Claimed to be under control compared to Biden era. Private Sector Growth: Most jobs went to native-born citizens. Foreign Investment Surge Lists massive investments from countries and corporations (UAE, Qatar, Japan, Apple, EU firms, Saudi Arabia, SoftBank, Nvidia, etc.). Total U.S. and foreign investment cited as $9 trillion. Highlights Trump’s “America First” policy requiring companies to invest domestically. Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the The Ben Ferguson Show Podcast and Verdict with Ted Cruz Wherever You get You're Podcasts. And don't forget to follow the show on Social Media so you never miss a moment! Thanks for Listening X: https://x.com/benfergusonshowYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.

【締め切り迫る！2カ月間無料キャンペーン】全記事が読み放題！デジタル版30周年を記念し、11/25まで実施中https://digital.asahi.com/pr/cp/2025/aut/?ref=cp2025aut_podcast_gaiyoran 【SoftBank ウインターカップ2025　観戦チケットキャンペーン中】https://ciy.digital.asahi.com/ciy/11017934 （12/14締め切り） 【番組内容】温暖化による海面上昇で、2050年までに国土の半分が頻繁に水につかってしまう。南太平洋の島国ツバルの人々は、そんな危機と隣り合わせで暮らしています。気候変動に加えて、アメリカのトランプ政権による突然の援助停止にも翻弄されています。 ※2025年10月23日に収録しました 【関連記事】（動画つき）米国が突然撤退　翻弄される「海に沈む」ツバルの危機 https://www.asahi.com/withplanet/article/16067642?iref=omny 安息日でも休まない店、向かったのは「ガチ中華」　特派員メモ https://www.asahi.com/articles/ASTBR2HRTTBRUHBI014M.html?iref=omny GLOBE特集「アメリカ不在の援助」 https://globe.asahi.com/feature/11039348?iref=omny 【出演・スタッフ】奥寺淳（編集委員） https://buff.ly/Fyuootj MC・音源編集　杢田光 https://buff.ly/u9JyLwM 【おねがい】朝日新聞ポッドキャストは、みなさまからの購読料で配信しています。番組継続のため、会員登録をお願いします！ http://t.asahi.com/womz 【朝ポキ情報】アプリで記者と対話 http://t.asahi.com/won1 交流はdiscord https://bit.ly/asapoki_discord おたよりフォーム https://bit.ly/asapoki_otayori 朝ポキTV https://www.youtube.com/@asapoki_official メルマガ https://bit.ly/asapoki_newsletter 広告ご検討の企業様は http://t.asahi.com/asapokiguide 番組検索ツール https://bit.ly/asapoki_cast 最新情報はX https://bit.ly/asapoki_twitter 番組カレンダー https://bit.ly/asapki_calendar 全話あります公式サイト https://bit.ly/asapoki_lp See omnystudio.com/listener for privacy information.

En el Radar Empresarial de hoy examinamos las enormes sumas que están destinando los principales gigantes tecnológicos a fortalecer su posición en el terreno de la inteligencia artificial. Las compañías más influyentes del sector se están moviendo mediante acuerdos de dimensiones históricas y alianzas estratégicas con las que buscan mantenerse a la cabeza en una competencia cada vez más intensa. Uno de los convenios más recientes involucra a tres actores clave: Nvidia, Anthropic y Microsoft. Tanto el fabricante de chips como la empresa fundada por Bill Gates han pactado una inversión conjunta de 15.000 millones de dólares en Anthropic, una de las start-ups más prometedoras y considerada rival directa de OpenAI. Nvidia aportará 10.000 millones, mientras que Microsoft cubrirá el resto, a cambio de que Anthropic destine 30.000 millones a tecnologías desarrolladas por ambas. Este movimiento, sin embargo, ha despertado inquietudes entre parte del mercado. Diversas voces especializadas advierten que la demanda de soluciones de inteligencia artificial crece a un ritmo multimillonario, pero aseguran que aún no existe suficiente infraestructura tecnológica para respaldar acuerdos tan colosales. Entre los críticos destaca Michael Burry, conocido por anticipar la crisis de 2008. En redes sociales compartió una imagen con los principales pactos empresariales de este año acompañada del mensaje: “Con el tiempo, esto será visto como un fraude, no como un simple fenómeno pasajero”. Sea o no una burbuja, el 2025 se ha convertido en el año de las grandes alianzas en IA. En apenas unas semanas, OpenAI firmó un acuerdo de 38.000 millones de dólares con Amazon para potenciar Amazon Web Services, y meses antes selló un pacto con Broadcom para desarrollar sus propios chips de inteligencia artificial. Otro movimiento relevante fue la inversión de 5.000 millones de dólares de Nvidia en Intel, con la que adquirió el 5% de la compañía. Pero el proyecto más ambicioso sigue siendo Stargate, impulsado por Oracle, OpenAI y SoftBank, que prevé destinar 500.000 millones de dólares en Estados Unidos para acelerar el avance de la inteligencia artificial. Solo el tiempo mostrará si estas apuestas derivarán en una crisis global o en una revolución tecnológica sin precedentes. Por ahora, lo indiscutible es que los grandes magnates del sector se están enriqueciendo rápidamente: según Forbes, veinte multimillonarios —entre ellos Mark Zuckerberg, Michael Dell y Steve Ballmer— han incrementado sus fortunas colectivamente en más de 450.000 millones de dólares desde comienzos de año.

Folge 52 steht ganz im Zeichen von Google - das sich vom ChatGPT-Schock des November 2022 erholt hat und nun in den LLM-Charts und an der Börse brilliert. Jakob Steinschaden (Trending Topics, newsrooms) und Clemens Wasner (enliteAI, AI Austria) mit einem Deep Dive zu Gemini 3 und allem, was dazu gehört:

AGENDA: 04:47 Cursor Raises $2.3BN at $29BN Valuation 11:36 What Gemini 3 Means for Lovable, Cursor and Replit 30:54 Peter Thiel and Softbank Sell NVIDIA: The Bubble Bursting? 48:54 Oracle Credit Default Swaps: The Risk is Increasing 01:07:22 Stripe Does Tender at All-Time High: Why the Best Companies Will Never IPO 01:19:18 Why Retail WIll Cause a Surge of Capital into VC Funds  

On today's episode, co-hosts Yasmin Gagne and Josh Christensen discuss the latest news in business and innovation, including Cloudflare's glitch that briefly broke half the internet, the U.S. House's overwhelming vote to release all remaining Jeffrey Epstein files, and Anthropic's discovery of what may be the first largely AI-led global cyber-espionage campaign. In addition, they talk about Jeff Bezos reentering the spotlight with a mysterious new AI venture; the latest on media industry shake-ups, including the bidding war for Warner Bros. Discovery; Disney's truce with YouTube TV; a major settlement between NPR and the Corporation for Public Broadcasting; and how Google introduced Gemini 3 along with its enigmatic Antigravity coding platform. Next, Fast Company senior writer Mark Sullivan joins the conversation to discuss SoftBank and Peter Thiel's surprising decision to dump Nvidia stock despite the company's blowout earnings. Finally, Harvey Spevak, executive chairman and managing partner of Equinox Group, shares how the company rebuilt after COVID, why it's expanding globally, and why it ditched Kiehl's for Grown Alchemist. For more of the latest business and innovation news, go to https://www.fastcompany.com/news To learn more about Mark Sullivan's coverage on Softbank, read:Why did SoftBank sell off its Nvidia stake?

【2カ月間無料キャンペーン】全記事が読み放題！デジタル版30周年を記念し、11/25まで実施中https://digital.asahi.com/pr/cp/2025/aut/?ref=cp2025aut_podcast_gaiyoran 【番組内容】昨年10月、イ短調で書かれたショパンの「未発表のワルツ」が見つかったと報じられました。前編で紹介したけれど、そもそもショパンの作風ってどんな感じだったっけ…。「イ短調」って何？実際に弾いて、聴き比べて、思い出に浸りながら「ピアノの詩人」の世界を語りました。 ※2025年9月24日に収録しました。前後編の後編です。これまでの楽屋裏はこちら( https://bit.ly/47r0hUa ). 【SoftBank ウインターカップ2025　観戦チケットキャンペーン中】https://ciy.digital.asahi.com/ciy/11017934 （12/14締め切り） 【関連記事】ショパンの？ワルツ 200年経て日の目https://www.asahi.com/articles/ASSC642G6SC6UHMC003M.html?ref=omny反田恭平さん「とても幸せ。言葉が無い」　ショパンコンクール2位https://www.asahi.com/articles/ASPBP3PLTPBPUHBI00G.html?ref=omnyショパンコンクール審査員の児玉桃さん　いま、出場者に伝えたいことhttps://www.asahi.com/articles/ASTBP4C95TBPUCVL02LM.html?ref=omny 【出演・スタッフ】杢田光　https://bit.ly/3F7W8dm 大木理恵子MC・音源編集　下地達也 【朝ポキ情報】アプリで記者と対話 http://t.asahi.com/won1 交流はdiscord https://bit.ly/asapoki_discord おたよりフォーム https://bit.ly/asapoki_otayori 朝ポキTV https://www.youtube.com/@asapoki_official メルマガ https://bit.ly/asapoki_newsletter 広告ご検討の企業様は http://t.asahi.com/asapokiguide 番組検索ツール https://bit.ly/asapoki_cast 最新情報はX https://bit.ly/asapoki_twitter 番組カレンダー https://bit.ly/asapki_calendar 全話あります公式サイト https://bit.ly/asapoki_lp See omnystudio.com/listener for privacy information.

【もうすぐ終了！2カ月間無料キャンペーン】全記事が読み放題！デジタル版30周年を記念し、11/25まで実施中★後日、有料会員限定の報談スペシャルバージョンを配信します！https://digital.asahi.com/pr/cp/2025/aut/?ref=cp2025aut_podcast_gaiyoran 【番組内容】不登校について、今回は当事者経験のある記者もまじえ、親の目線で考えます。皆勤賞が存在していた時代に子どもだった今の親世代の多くにとって、不登校は未体験の事象。しかもそれは突然やってきます。どうすればいいのか。また、不登校の親に対する支援は十分にあるんでしょうか。 ※2025年10月16日に収録しました 【SoftBank ウインターカップ2025　観戦チケットキャンペーン中】https://ciy.digital.asahi.com/ciy/11017934 （12/14締め切り） 【関連記事】不登校経験の生徒見守る　竹刀手放した、丘の上の「校長ちゃん」https://www.asahi.com/articles/ASTBB2SHPTBBUTIL00ZM.html?iref=omny 娘の不登校、残高は30万円　離職した親「どうやって食べてく？」https://www.asahi.com/articles/AST2432QZT24ULLI004M.html?iref=omny 18歳のオウンゴールで学んだ失敗の価値　不登校の子に伝える思いhttps://www.asahi.com/articles/ASSDV1RW8SDVTIPE01KM.html?iref=omny 【出演・スタッフ】前田伸也（社会部）小林直子（社会部） https://buff.ly/ZKGOsl6 MC　神田大介 https://bit.ly/4k4ZKwA 音源編集　望月愛実 【おねがい】朝日新聞ポッドキャストは、みなさまからの購読料で配信しています。番組継続のため、会員登録をお願いします！ http://t.asahi.com/womz 【朝ポキ情報】アプリで記者と対話 http://t.asahi.com/won1 交流はdiscord https://bit.ly/asapoki_discord おたよりフォーム https://bit.ly/asapoki_otayori 朝ポキTV https://www.youtube.com/@asapoki_official メルマガ https://bit.ly/asapoki_newsletter 広告ご検討の企業様は http://t.asahi.com/asapokiguide 番組検索ツール https://bit.ly/asapoki_cast 最新情報はX https://bit.ly/asapoki_twitter 番組カレンダー https://bit.ly/asapki_calendar 全話あります公式サイト https://bit.ly/asapoki_lp See omnystudio.com/listener for privacy information.

【締め切り迫る！2カ月間無料キャンペーン】全記事が読み放題！デジタル版30周年を記念し、11/25まで実施中https://digital.asahi.com/pr/cp/2025/aut/?ref=cp2025aut_podcast_gaiyoran 【番組内容】新語・流行語大賞にノミネートされた30語が発表されました。知ってる？知らない？など、今年もアラサー3人でざっくばらんに語ります。話題を呼んだ映画「国宝」の内容にも触れるので、ネタバレにご注意ください。 ※2025年11月14日に収録しました。このシリーズは原則毎週金曜日の配信で、次回は11月28日に配信します。前回は〈病院、新幹線、宿泊、飲食店　予約社会だけど、失敗する自由を持っていたい #996〉です。 【SoftBank ウインターカップ2025　観戦チケットキャンペーン中】https://ciy.digital.asahi.com/ciy/11017934 （12/14締め切り） 【関連記事】クマ出没で観光シーズンに異変　紅葉の名所、日光や京都でも警戒https://www.asahi.com/articles/ASTC736J9TC7OXIE02YM.html?iref=omny.今年の新語・流行語大賞30語ノミネート　「国宝」や「ほいたらね」https://www.asahi.com/articles/ASTC51D9YTC5UCVL009M.html?iref=omny.世界的人気ラブブ、日本はリサさんが火付け役？　Y2Kの自己表現にhttps://www.asahi.com/articles/ASTBW2PW6TBWSFVU2SNM.html?iref=omny. 【出演・スタッフ】杢田光（MC）https://buff.ly/u9JyLwM 松沢拓樹望月愛実 （音源編集） 【朝ポキ情報】アプリで記者と対話 http://t.asahi.com/won1 交流はdiscord https://bit.ly/asapoki_discord おたよりフォーム https://bit.ly/asapoki_otayori朝ポキTV https://www.youtube.com/@asapoki_official メルマガ https://bit.ly/asapoki_newsletter 広告ご検討の企業様は http://t.asahi.com/asapokiguide番組検索ツール https://bit.ly/asapoki_cast 最新情報はX https://bit.ly/asapoki_twitter 番組カレンダー https://bit.ly/asapki_calendar 全話あります公式サイト https://bit.ly/asapoki_lp See omnystudio.com/listener for privacy information.

Singapore shares nudged higher today as investors remained laser focused on the outlook of the global AI boom. The Straits Times Index was up 0.25% at 4,516.51 points at 12.04pm Singapore time, with a value turnover of S$664.71M seen in the broader market. In terms of counters to watch, we have the Singapore Exchange. That’s after the Monetary Authority of Singapore yesterday announced plans to allow companies to list on both SGX and Nasdaq using a single set of listing documents under a new “dual-listing bridge”. Elsewhere, from blowout earnings from chip powerhouse Nvidia to the outlook for Hong Kong stocks as year-end expirations of share-sale restrictions threaten to spur volatility – more corporate and international headlines remain in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the details with David Chow, Director, Azure Capital. See omnystudio.com/listener for privacy information.

Tariff juggling - just moving them around - no studies, no rationale Big Moves - One of the worst Novembers since 2008 The Big Short - End of a Era? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter   Warm-Up - Last Few Days for IBIT CTP - Closing Price This Friday - The Big Short - End of a Era? - What is happening to Bitcoin? - THC laws changing - interesting loophole closed Markets - Tariff juggling - just moving them around - no studies, no rationale - Big Moves - One of the worst Novembers since 2008 - Hindenburg Omen - Fed Losing Cred WHY? - If tariffs are not inflationary and this administration has brought down prices on groceries.... - President Trump signed an EO Friday lowering tariffs on beef, tomatoes, coffee and bananas, according to Bloomberg - So , just shooting from the hip on all of this are we? --- Seriously, where is the plan, where is the analysis, where are the results? Total horseshit More Tariffs - Switzerland and U.S. agree to trade deal; U.S. will lower tariffs to 15% from 39%; Swiss companies are planning to make direct investments in the USA amounting to $200 billion by the end of 2028 - Switzerland will reduce some import duties on US Imports - For other US export interests, a solution was agreed that takes Switzerland's agricultural policy interests into account: under the agreement, Switzerland will grant the US duty-free bilateral tariff quotas on selected US export products: 500 tonnes for beef, 1,000 tonnes for bison meat and 1,500 tonnes for poultry meat. - Furthermore, Swiss companies are planning to make direct investments in the USA amounting to $200 bln by the end of 2028. - What did we accomplish here? - Just going back to what it was with a slightly higher tariff on Swiss goods than before...BECAUSE WE WERE GETTING KILLED WITH FOOD COSTS Fed Update - Markets no longer view December as a sure bet - Lots of Fed speakers out with commentary that is hawkish - Currently, there is a 46% chance of a rate cut by 0.25% - a month ago it was at 95% - AND, they should not cut in the absence of all data (Stephan Miran looking for 0.50%, but he is a total tool) More Horseshit! - Former Federal Reserve Board Gov. Adriana Kugler broke the central bank's rules regarding stock trading, according to a report released by the U.S. Government Ethics Office. - Now we know why she abruptly resigned a few months ago - That disclosure shows two kinds of violations of Fed rules regarding financial transactions by senior officials at the central bank: purchases of stocks of individual companies, as opposed to mutual funds; and purchases of securities during so-called “blackout periods” leading up to and after Federal Open Market Committee meetings. - Oh - Supposedly her husband did it - but come on! - Fed losing more credibility - this is not the first time.... StampFlation - The Postal Service filed notice with the Postal Regulatory Commission for Shipping Services price changes to take effect Jan. 18, 2026. The proposed adjustments were approved by the governors of USPS this week. - The change would raise prices approximately 6.6 percent for Priority Mail service, 5.1 percent for Priority Mail Express service, 7.8 percent for USPS Ground Advantage and 6.0 percent for Parcel Select. BIG - Michael Burry, the investor whose successful bets against the U.S. housing market in 2008 were recounted in the movie "The Big Short," is closing his hedge fund, Scion Asset Management. - In a letter to investors dated October 27, a copy of which was seen by Reuters, Burry said he would liquidate the funds and return capital, "but for a small audit/tax holdback" by the end of the year. - "My estimation of value in securities is not now, and has not been for some time, in sync with the markets," Burry said in the letter. - Put on a big OPTIONS short on NVDA and PLTR - We checked and his Registration expired.. Has about $155 million under management - not so much.. - He hinted that he will be back doing something and will announce on November 25th... Softbank - We know that they CUT all of their NVDA holdings - Looking at the 13F, also cut ORCL - New position in INTC - Looking to raise significant cast to outlay to private companies over the next couple of months. - Stock is up 120% YTD, DOWN 12% last week - Did you know He had for many years the distinction of being the person who had lost the most money in history (more than $59 billion during the dot-com crash of 2000 alone, when his SoftBank shares plummeted), a feat surpassed by Elon Musk in the following decades. THC Blues ??? - A new ban, tucked into legislation ending the longest shutdown in history, outlaws products containing more than 0.4 milligrams of total THC per container. == Industry executives said that threshold will wipe out 95% of the $28 billion hemp retail market when it takes effect in a year. - 300,000 jobs could be effected ($28 billion annually) - Possible that state laws will win out, but clearly Federal laws are not going the way of the industry. - Concern that the blackmarket will grow again - However, this can be seen in several ways as it may be cleaning up some of the selling of things like Delta-8 those weird knock-offs seen at gas stations) UK Tax Scrap - British government bond yields rose sharply on Friday morning as investors react to reports that Finance Minister Rachel Reeves will scrap an expected increase in income tax. - The moves came as investors reacted to a report from the Financial Times of an income tax U-turn. - Remember that they did a similar plan a few years ago that caused major havoc with markets and currencies until they withdrew the idea. How Does This Work? - House Republicans drafting legislation that will redirect Affordable Care Act subsidies to individuals and away from health insurance companies, according to Politico Some Eco ...?? - Employment Situation for September 2025 that was supposed to be released on Friday, October 3, 2025, will now be release  Thursday, November 20, 2025 8:30 AM ET - What about October? White House says it may NEVER be released Hindenburg Omen - There was some excitement in the world of technical analysis the past two weeks as we saw 5 separate signals fire for something called the Hindenburg Omen. This is a warning signal of trouble, but trouble does not always come. What is fair to say is that Hindenburg Omen signals have appeared at every major stock market top going back several decades. - According to Tom McClellan: The current count of 5 signals is not as big as some other clusters. But we got 4 signals in a cluster at the end of 2021, ahead of the 2022 bear market. So 4 is enough, if the market is inclined to live up to this warning. And 2 signals were enough back in December 2024 and March 2025 to tell us about the trouble in the market which unfolded in the April 2025 tariff reaction minicrash. But 5 is better. Pied Piper - Losing Followers - OpenAi plans to invest $1.4 Trillion over the next 5 years or so - Biggest beneficiary - Oracle - Stock went from $250 to $340 overnight - now a $220 (Full Round-trip) - Oracle is looking to raise $38 billion in debt sales to help fund its AI buildout, according to sources with knowledge of the matter who asked not to be named because the information is confidential. Bloomberg reported on the planned debt raise last month. Disney Earnings - Hmmmmm...... - Shares fall 8% as revenue misses - Digging in for a prolonged flight with YouTube - The company also missed quarterly revenue expectations as the cable weakness overshadowed strong growth in the company's streaming and parks businesses central to its growth. - Family of 4 - Trip to Disney - A  3-night trip with tickets and dining is estimated to be between $6,000 and $9,000 Starbucks - Can it get any worse for this company? - Starbucks Workers United launched a strike in more than 40 cities and 65 stores on the day of chain's Red Cup Day sales event. - NY incoming Mayor Mandami says there should be a total boycott of the stores - The union is pushing for improved hours, higher wages and the resolution of hundreds of unfair labor practice charges levied against Starbucks. Buffett - Berkshire - Berkshire Hathaway revealed a $4.3 billion stake in Google parent Alphabet (GOOGL), and further reduced its stake in Apple (AAPL), detailing its equity portfolio for the last time before Warren Buffett ends his 60-year run as chief executive officer. - They also sold more Bank of America - *6% reduction - although still the thrid largest stockholder - Sold homebuilder DR Horton - Bought position in Domino's Pizza and Chubb ---- DPZ chart looks terrible Over to China - Economy not getting any better - Fixed-asset investment contracted 1.7% for the first ten months of the year, steepening from a 0.5% decline in the January-to-September period. - Retail sales climbed 2.9% in October from a year earlier, softening from a 3% year-on-year rise in September. - Industrial output expanded 4.9% in October, a slowdown from a 6.5% rise in the prior month. - The last time China recorded a contraction in fixed-asset investment was in 2020 during the pandemic, according to data going back to 1992 from Wind Information, a private database focused on the country. Electric Prices - We know that the new wave of data centers are requiring HUGE amounts of energy to keep them running - Residential utility bills rose 6% on average nationwide in August compared with the same period in the previous year, according to the U.S. Energy Information Administration.

【SoftBank ウインターカップ2025　観戦チケットキャンペーン中】https://ciy.digital.asahi.com/ciy/11017934 （12/14締め切り） 【番組内容】1849年に39歳の若さでこの世を去った「ピアノの詩人」ショパン。昨年10月、ニューヨークタイムズが彼のものと思われる「未発表のワルツ」の発見を報じました。どんな曲なのでしょうか。音声チーム員の下地達也が実際に弾いて、楽器経験のある杢田光、大木理恵子と3人であれこれ語りました。 ※2025年9月24日に収録しました。前後編の前編です。これまでの楽屋裏はこちら( https://bit.ly/47r0hUa ). 【2カ月間無料キャンペーン】全記事が読み放題！デジタル版30周年を記念し、11/25まで実施中https://digital.asahi.com/pr/cp/2025/aut/?ref=cp2025aut_podcast_gaiyoran 【関連記事】ショパンの？ワルツ 200年経て日の目https://www.asahi.com/articles/ASSC642G6SC6UHMC003M.html?ref=omny今年のショパンコンクールが示したこと　吉田純子編集委員が読み解くhttps://www.asahi.com/articles/ASTBP440MTBPUCVL00PM.html?ref=omny解説人語：時代を映すショパンコンクール　オンライン配信でも変化https://www.asahi.com/articles/ASTBJ0GZMTBJDIFI008M.html?ref=omny 【出演・スタッフ】杢田光　https://bit.ly/3F7W8dm 大木理恵子MC・音源編集　下地達也 【朝ポキ情報】アプリで記者と対話 http://t.asahi.com/won1 交流はdiscord https://bit.ly/asapoki_discord おたよりフォーム https://bit.ly/asapoki_otayori 朝ポキTV https://www.youtube.com/@asapoki_official メルマガ https://bit.ly/asapoki_newsletter 広告ご検討の企業様は http://t.asahi.com/asapokiguide 番組検索ツール https://bit.ly/asapoki_cast 最新情報はX https://bit.ly/asapoki_twitter 番組カレンダー https://bit.ly/asapki_calendar 全話あります公式サイト https://bit.ly/asapoki_lp See omnystudio.com/listener for privacy information.

【2カ月間無料キャンペーン】全記事が読み放題！デジタル版30周年を記念し、11/25まで実施中https://digital.asahi.com/pr/cp/2025/aut/?ref=cp2025aut_podcast_gaiyoran 【番組内容】テレビ業界から転職した動画ディレクターの西田堅一がテレビ番組や映画について語る「木下君、あの動画見た？」。今回は映像制作の現場でよく使われてきた「いい感じでお願い」という言葉について。みなさんから寄せられた1990年代後半～2000年代前半のイチオシ映画も紹介します。※2025年11月11日に収録しました。過去回はこちらから（木下君、あの動画見た？https://www.asahi.com/special/podcasts/?pgid=kinoshitakun） 【SoftBank ウインターカップ2025　観戦チケットキャンペーン中】https://ciy.digital.asahi.com/ciy/11017934 （12/14締め切り） 【関連動画】ショート動画集　安倍元首相銃撃事件、山上被告の裁判員裁判https://www.youtube.com/playlist?list=PLOihxDpTB60WL3WtwBMqI_qWXAle48omH 【関連記事】ベテランの「良い感じで」に若手は「！」　時代遅れ？ハラスメント？https://www.asahi.com/articles/ASTBW3TN2TBWDIFI00XM.html?ref=omny【出演・スタッフ】西田堅一（動画ディレクター）　https://buff.ly/3765hWhMC・音源編集　木下広大　https://bit.ly/43tdzxT 【朝ポキ情報】アプリで記者と対話 http://t.asahi.com/won1 交流はdiscord https://bit.ly/asapoki_discord おたよりフォーム https://bit.ly/asapoki_otayori 朝ポキTV https://www.youtube.com/@asapoki_official メルマガ https://bit.ly/asapoki_newsletter 広告ご検討の企業様は http://t.asahi.com/asapokiguide 番組検索ツール https://bit.ly/asapoki_cast 最新情報はX https://bit.ly/asapoki_twitter 番組カレンダー https://bit.ly/asapki_calendar 全話あります公式サイト https://bit.ly/asapoki_lp See omnystudio.com/listener for privacy information.

ローマの三大パスタのひとつ「カチョ・エ・ペぺ」を作ると、ダマになってしまう。そんな悩みに物理学者が挑み、2025年のイグ・ノーベル賞に選ばれました。名店のシェフに聞いたおいしく作るコツも紹介します。 ※2025年10月30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】パスタの完璧な作り方は「物理学賞」　今年のイグ・ノーベル賞を紹介 https://www.asahi.com/articles/AST9L2588T9LULLI00DM.html?iref=omny イグ・ノーベル受賞のカチョ・エ・ペペ、プロの技「チーズは余熱で」 https://www.asahi.com/articles/ASTBY12KLTBYUTFL018M.html?iref=omny 「味」を変える箸にイグ・ノーベル賞　舌に流れる電気が食卓に革命？ https://www.asahi.com/articles/ASR9G4581R9DULBH00S.html?iref=omny 【出演・スタッフ】竹石涼子（くらし科学医療部）小宮山亮磨（デジタル企画報道部兼くらし科学医療部） https://buff.ly/YW0aXdiMC・音源編集　杢田光 https://buff.ly/u9JyLwM 【締め切り迫る！2カ月間無料キャンペーン】全記事が読み放題！デジタル版30周年を記念し、11/25まで実施中https://digital.asahi.com/pr/cp/2025/aut/?ref=cp2025aut_podcast_gaiyoran 【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.

Welcome to AI Unraveled (November 19, 2025): Your daily strategic briefing on the business impact of AI.Today's Highlights: Google CEO warns no firm is immune if the AI bubble bursts. Peter Thiel and SoftBankliquidated their entire Nvidia stakes. Google unveiled Gemini 3 Pro, immediately outperforming GPT-5.1 on key benchmarks. And Jeff Bezos revealed Project Prometheus, a $6.2 billion launch into physical AI manufacturing.Listen at https://podcasts.apple.com/us/podcast/ai-daily-news-rundown-gemini-3-0-pro-vs-gpt-5-1-benchmark/id1684415169?i=1000737352861Strategic Pillars & Topics:

L'euphorie autour de l'intelligence artificielle touche-t-elle à ses limites ? Après SoftBank et le fonds de Peter Thiel, qui ont liquidé leurs positions dans Nvidia, c'est désormais Sundar Pichai lui-même qui tire la sonnette d'alarme. Le patron de Google compare la frénésie actuelle à celle de la bulle Internet des années 2000 et prévient : si l'IA déraille, personne n'en sortira indemne...pas même Google. Les explications de Philippe Escande, éditorialiste économique au Monde. Ecorama du 19 novembre 2025, présenté par David Jacquot sur Boursorama.com Hébergé par Audion. Visitez https://www.audion.fm/fr/privacy-policy pour plus d'informations.

Today's Headlines: Trump did a full-speed-reverse on Sunday night, suddenly telling House Republicans to go ahead and vote for releasing the Epstein files—after spending months trying to stop exactly that. By Monday he was even claiming he'd sign a bill to release them, adding the very believable disclaimer: “but don't talk about it too much.” To change the subject, he floated a new promise: $2,000 “tariff dividend” checks for middle-income Americans next year—right around the midterms. Nothing says “stop asking about sexual misconduct” quite like a surprise government check. Meanwhile, FBI Director Kash Patel's country singer girlfriend has been assigned her own FBI security detail—yes, on your dime—which is unusual even by this administration's standards. Airports should be mostly back to normal this week now that FAA restrictions are lifted with the end of the shutdown. At FEMA, acting director David Richardson resigned after a rough seven months and a disastrously mishandled Texas flood response. Karen Evans, FEMA's current chief of staff, will take over. Markets took a nosedive, with the major indexes seeing their worst day since Liberation Day. The AI bubble might finally be bursting, especially after new filings showed Peter Thiel's fund and SoftBank both dumped their Nvidia stakes. Finally, a new mental health study found that social media creators are burning out at alarming rates—1 in 10 have had suicidal thoughts tied directly to their work, two-thirds say their self-worth drops when posts underperform, and nearly 70% say their income is totally unpredictable. The Internet economy is thriving; its workers are not. Resources/Articles mentioned in this episode: Politico: Trump does Epstein U-turn as House Republicans prepare to spurn him Axios: Trump says he would sign law to release Epstein documents Axios: Trump promises $2,000 tariff checks by mid-2026 Forbes: FBI Director Patel's Girlfriend Has FBI Security Detail, Report Says NBC: FAA has lifted emergency flight reductions used to ease staffing pressure during government shutdown WSJ: FEMA Chief David Richardson Resigns WSJ: Market Rout Intensifies, Sweeping Up Everything From Tech to Crypto to Gold Reuters: Peter Thiel's fund offloaded Nvidia stake in third quarter, filing shows Fast Company: Creators are suffering from a mental health crisis, new study shows Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

BestPodcastintheMetaverse.com Canary Cry News Talk #892 - 11.17.2025 - Recorded Live to 1s and 0s Deconstructing World Events from a Biblical Worldview Declaring Jesus as Lord amidst the Fifth Generation War! CageRattlerCoffee.com SD/TC email Ike for discount https://CanaryCry.Support   Send address and shirt size updates to canarycrysupplydrop@gmail.com   Join the Canary Cry Roundtable This Episode was Produced By:   Executive Producers LX Protocol BARON of the Berrean Protocol*** Sir Jamey Not the Lanister***   Producers of TREASURE (CanaryCry.Support) Christy S, Heather M, Cage Rattler Coffee, Rod   Producers of TIME Timestampers: Jade Bouncerson, Morgan E Clankoniphius Links: JAM   NEPHILIM UPDATE 10:12 Tim Alberino on Glenn Beck   ELON/BEAST SYSTEM 11:52 Post: Elon says Optimus will solve poverty and provide "Universal High Income for all" (X)    AI/BEZOS 16:10 Jeff Bezos reportedly returns to the trenches as co-CEO of new AI startup, Project Prometheus   MEXICO/RIOTS 36:17 Gen Z Riots in mexico "Mostly Peaceful" CLIP: "SMALL" Protest CLIP: Mexican Riot Police CLIP: Mexican Riot Police do it different → Ryan Grim suddenly suspects fake youth movements (X)   CLIP: Mexican senator calls out Sheinbaum for Narco State on national TV (FOX) → More notes from Fox report (X) Clip: US MIlitary Buildup around Venezuela CNN Claims UK stopped intelligence sharing with US for Carco Boats The SUN Claims UK DID NOT stop sharing Intel (The Sun)   AI 1:42:18 Peter Thiel and Softbank sell NVIDIA (MSN/Money) "The Big Short" Guy "Closes up shop" after shorting NVIDIA → Clip: World's Highest IQ guy crazy price prediction for BTC (X) Inside the Bitcoin apocalypse Jim Cramer BUY BTC Oct 22 BTC began decline on Oct 28   CRYPTO/AI 2:13:15 Alibaba cross-border arm plans AI subs and stablecoin-like payments with JPMorgan (CNBC) JPMorgan Rolls Out JPM Coin Leveraging Coinbase's Base: Report (Coindesk) Note: Jim Cramer says BUY Alibaba!   V4V 2:24:41 Podcasting Market Worth USD 114 Billion by 2030 as Connected-TV, Voice Assistants, and Regional Audience Growth Gain Momentum, Reports Mordor Intelligence (Yahoo/Mordor)   EXECUTIVE PRODUCERS TALENT/TIME END 2:59:54

Recent market volatility is all about uncertainty, says Bob Lang with Explosive Options. One piece of clarity can come from Nvidia's (NVDA) earnings on Wednesday. Bob explains how SoftBank's offloading of the Mag 7 company's stock is something retail investors should note, adding that markets likely won't be happy with the earnings even if Nvidia posts blockbuster numbers. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Take a Network Break! Red Hat Samba server has a remote command execution vulnerability, and we cover some follow-up on fusion as a viable energy source (still a work in progress). On the news front, we search for signs in SoftBank’s sale of its Nividia stake, Mplify debuts a new certificate on carrier Ethernet for... Read more »

Take a Network Break! Red Hat Samba server has a remote command execution vulnerability, and we cover some follow-up on fusion as a viable energy source (still a work in progress). On the news front, we search for signs in SoftBank’s sale of its Nividia stake, Mplify debuts a new certificate on carrier Ethernet for... Read more »

Take a Network Break! Red Hat Samba server has a remote command execution vulnerability, and we cover some follow-up on fusion as a viable energy source (still a work in progress). On the news front, we search for signs in SoftBank’s sale of its Nividia stake, Mplify debuts a new certificate on carrier Ethernet for... Read more »

In today's episode on 17th November 2025, we talk about Softbank's recent stake sale of Nvidia, and what it plans to do with the proceeds through the Vision Fund.Schedule your ⁠free consultation with Ditto's IRDAI-certified experts at no cost to you⁠

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:   AMD Financial Analyst Day Breakdown: AMD presents long-term growth projections with over 35% revenue CAGR. Pat & Dan discuss AMD's 10-15% GPU market share projection, emphasizing Lisa Su's track record of execution and credibility.    SoftBank's Strategic Repositioning: SoftBank sold its entire stake in Nvidia for $US5.83 billion ($8.9 billion). Masayoshi Son, Chairman of Japan's SoftBank Group plans to reallocate capital to OpenAI and other AI infrastructure investments. Hosts discuss the potential of ARM-based AI chip development.   Anthropic's Infrastructure Investment: New $50 billion data center construction commitment with FluidStack. Claude Code is driving significant revenue and a path to 2028 profitability. Comparison with OpenAI's infrastructure strategy and independence goals.   Cloud Infrastructure and Capacity Deals: Nebius secures $3 billion deal with Meta for GPU capacity. Meta's strategy of risk-sharing and outsourcing during demand peaks.   The Depreciation Debate: Patrick argues there's a 6-year depreciation period for GPUs based on historical usage patterns, citing continued use of A-, V-, and H-series GPUs. Questions are raised about reticle limits and performance scaling sustainability.   Government Shutdown Resolution: Senate votes to reopen government after 43-day closure, leaving in its wake and estimated $11 billion permanent economic loss and $16 billion in missed wages. Hosts break down the market's mixed response with AI sector concerns overshadowing the reopening.   Cisco Earnings Analysis: Beat on revenue and earnings with solid enterprise performance. AI infrastructure orders are expected to triple to $3 billion in 2026. Hyperscale AI orders are at $1.3 billion with a strong growth trajectory.   CoreWeave Market Position: Stock down 33% from three-month peak, but still up 16% over six months. Data center build-out delays appear to be impacting capacity and revenue projections.   Applied Materials Performance: Beat expectations despite revenue decline from the China market loss. Future growth potential from TSMC, Intel, and Samsung US expansion. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

Na 14 jaar is het wel mooi geweest voor Tim Cook. Volgens de Financial Times is de zoektocht naar zijn opvolger als CEO van Apple van start. Geen ruzie, of grote fout. Cook is gewoon op pensioengerechtigde leeftijd, en kan dus van zijn verdiensten gaan genieten. Het levert wel een probleem op, want wie oh wie moet in die grote schoenen van hem gaan staan? En wat betekent die keuze voor de toekomst van Apple? Dat bespreken we deze aflevering. Verder hebben we het over de man die al lang met pensioen had moeten zijn, maar dat eindelijk binnenkort maar eens gaat doen. Warren Buffett zat jarenlang op een geldberg van honderden miljarden dollars, maar geeft nu toch weer wat ervan uit. Zijn Berkshire Hathaway steekt een slordige 5 miljard dollar in Alphabet, het moederbedrijf van Google. En dat terwijl het aandeel Alphabet al een enorme stijging achter de rug heeft. Ook hoor je over tech-investeerder Peter Thiel. Die verkoopt juist zijn grootste belang. Gaat om zijn investering in Nvidia. Dat komt woensdag met de kwartaalcijfers, maar daar gaat Thiel niet op wachten. En we vertellen je over Trump die op de knietjes gaat. Hij geeft toe: zijn importheffingen zorgen voor enorme inflatie.See omnystudio.com/listener for privacy information.

Het beleggingsfonds van techmiljardair Peter Thiel heeft alle aandelen Nvidia verkocht. Dat valt te lezen in een ingediend document bij de Amerikaanse beurswaakhond. Het gaat om ruim vijfhonderdduizend stukken, die samen zo'n 100 miljoen dollar hebben opgeleverd bij de verkoop. Niels Kooloos vertelt erover in deze Tech Update. Waarom Thiel zijn belang in Nvidia heeft verkocht, is niet duidelijk. Het fonds van Thiel heeft tot nu toe niet gereageerd op vragen van media en ook geen statement naar buiten gebracht, naast de melding aan de Amerikaanse beurswaakhond. De verkoop van het fonds van Thiel komt kort nadat investeringsmaatschappij Softbank alle Nvidia-aandelen verkocht. Topman Masayoshi Son wil met het geld dat daarmee is opgehaald nog meer inzetten op OpenAI, waar Softbank een grote aandeelhouder van is. Verder in deze Tech Update: De Europese Commissie gaat de cloudtakken van Amazon, Google en Microsoft onder de loep nemen, melden ingewijden aan Bloomberg See omnystudio.com/listener for privacy information.

Only three of us were available this week, but the show must go on! Perhaps the energy is a bit subdued without Bront and that other guy, but you might just find something buried in the protracted ramblings that could interest you for a few fleeting seconds.Timestamps:00:00 Intro01:41 Patreon02:10 Food with Josh05:45 Josh's take on AMD Financial Analyst Day13:49 A digression to actually talk about hardware (mostly?)17:33 AMD Ryzen X3D outsells entire Intel CPU lineup20:10 Softbank sells all NVIDIA stock21:50 Server HDDs in short supply26:23 Microsoft testing out haptic feedback with Win 11 beta28:42 RTX 50 SUPER series possibly delayed until late 202630:03 Google ending support for 1st gen and 2nd gen Nest31:00 (In)Security Corner41:06 Gaming Quick Hits (featuring The Steam Machine)48:14 Check out our Sapphire B850 motherboard review video56:47  Picks of the Week1:04:01 Outro ★ Support this podcast on Patreon ★

Sell off pressure is coming for tech this week, with Softbank selling out of Nvidia (NVDA), Michael Burry shorting tech, and fears around an AI bubble. David Dietze covers the fears roiling the market and says all eyes are on Nvidia (NVDA) earnings next week. If they miss, or they don't beat the “whisper numbers” of the market, he thinks the whole market could sell off. “What scares me is the epicenter…OpenAI,” he adds, noting its hundreds of billions of dollars in spending vs its path to profit. He likes Kraft Heinz (KHC), SLB (SLB) and Molina Healthcare (MOH).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

This week we learned the Japanese investment firm Softbank sold all of its stake in the juggernaut chipmaker Nvidia. We'll get into why on today's “Marketplace Tech Bytes: Week in Review.” Plus, Apple is reportedly pushing back the release of its thinnest iPhone, the Air, and Wikipedia is asking AI companies, once again, to pay for scraping its data.But first, back to that big move by Softbank and its CEO, Masayoshi Son. It cashed out its stake in Nvidia in October, the same month that the chipmaker hit a $5 trillion valuation. The $5.8 billion it netted will be redirected to OpenAI, part of a promised $30 billion to be invested in the maker of ChatGPT.Marketplace's Meghan McCarty Carino spoke with Anita Ramaswamy, columnist at The Information, about what all this means.SoftBank Sells Its Nvidia Stake for $5.8 Billion to Fund OpenAI Bet - The Wall Street JournalSoftBank sells its entire stake in Nvidia for $5.83 billion - CNBCApple Delays Release of Next iPhone Air Amid Weak Sales - The InformationiPhone Air Sales Are So Bad That Apple's Delaying the Next-Generation Version - MacRumorsWikipedia urges AI companies to use its paid API, and stop scraping - TechCrunchIn the AI era, Wikipedia has never been more valuable - the Wikimedia Foundation

This week we learned the Japanese investment firm Softbank sold all of its stake in the juggernaut chipmaker Nvidia. We'll get into why on today's “Marketplace Tech Bytes: Week in Review.” Plus, Apple is reportedly pushing back the release of its thinnest iPhone, the Air, and Wikipedia is asking AI companies, once again, to pay for scraping its data.But first, back to that big move by Softbank and its CEO, Masayoshi Son. It cashed out its stake in Nvidia in October, the same month that the chipmaker hit a $5 trillion valuation. The $5.8 billion it netted will be redirected to OpenAI, part of a promised $30 billion to be invested in the maker of ChatGPT.Marketplace's Meghan McCarty Carino spoke with Anita Ramaswamy, columnist at The Information, about what all this means.SoftBank Sells Its Nvidia Stake for $5.8 Billion to Fund OpenAI Bet - The Wall Street JournalSoftBank sells its entire stake in Nvidia for $5.83 billion - CNBCApple Delays Release of Next iPhone Air Amid Weak Sales - The InformationiPhone Air Sales Are So Bad That Apple's Delaying the Next-Generation Version - MacRumorsWikipedia urges AI companies to use its paid API, and stop scraping - TechCrunchIn the AI era, Wikipedia has never been more valuable - the Wikimedia Foundation

The 5 things you need to know before the stock market opens today: Homeland Security announces bonus checks for TSA officers, Boeing defense workers approve a new contract, Verizon plans more layoffs, SoftBank shares continue to fall after the company disclosed it sold its entire Nvidia stake, and Blue Origin is bound for Mars. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On today's episode, co-hosts Yasmin Gagne and Josh Christensen discuss the latest news in business and innovation. Topics include the end of the government shutdown, SoftBank selling off it's Nvidia stake, and yet another betting scandal in professional sports   Next, Bill McKibben is an author, and activist focusing on climate change and other environmental issues. He is a co-founder of the international climate organization 350.org and the founder of Third Act, which organizes people over the age of 60 for climate and racial justice. He came on the show to talk about his book, Here Comes The Sun, in which he argues for the potential of solar and wind power to address the climate crisis and help society. We also talked about Bill Gates's recent about-face on climate change, and what the billionaire is getting wrong.   Finally, This year, Sony PlayStation has maintained its leadership in the gaming industry, with a 12% increase in global sales compared to last year, outpacing Nintendo's 8% and Xbox's 7% growth. Yaz spoke with Eric Lempel, the company's head of marketing, business operations and consumer experience to find out how the business got where it is today, and what the future of gaming in an AI-dominated world looks like. For more of the latest business and innovation news, go to fastcompany.com/news.

Major US equity indices logged mixed performance this week, with a recent momentum unwind seeing some stabilization on Friday. AI names, retail-investor favorites, most-shorted names, crypto-linked companies, and quantum computing came under some pressure. Among the big stories in the ongoing AI-scrutiny thread were Softbank's sale of its Nvidia stake, a continuing selloff in Oracle with focus on its debt-fueled AI buildout plans, and Coreweave weakness after lowering guidance on delays from a third-party developer.

【SoftBank ウインターカップ2025　観戦チケットキャンペーン中】https://ciy.digital.asahi.com/ciy/11017934 （12/14締め切り） 【番組内容】Wリーグは、外国籍選手の枠が拡大しました。これまでは「通算5年以上日本に在留」が条件でしたが、今シーズンから撤廃になりました。また、「FIBAバスケットボールワールドカップ2027アジア地区予選 window1」の男子日本代表の候補メンバーについても語ります。 ※2025年11月5日に収録しました。バスケ通信―クラッチタイム（バスクラ）の過去回はこちら（ https://bit.ly/49fLo67 ）。 プレイリスト（ https://buff.ly/4iNnkOj ） 【2カ月間無料キャンペーン】全記事が読み放題！デジタル版30周年を記念し、11/25まで実施中★後日、有料会員限定の報談スペシャルバージョンを配信します！https://digital.asahi.com/pr/cp/2025/aut/?ref=cp2025aut_podcast_gaiyoran 【関連記事】富士通、V3へ白星発進　バスケ・女子Ｗリーグ開幕https://www.asahi.com/articles/DA3S16326605.html?iref=omny （有料会員の方はログインしていただくと、過去の紙面記事検索として閲覧できます)千葉Jの19歳、瀬川琉久が狙うエースの座「勇樹さんから先発奪う」https://www.asahi.com/articles/ASTB235ZYTB2UTQP025M.html?iref=omny 10季目迎えたBリーグ、地方でも熱気　隣県対決の平日チケット完売https://www.asahi.com/articles/ASTBQ0RRBTBQTIPE009M.html?iref=omny 　 【出演・スタッフ】松本龍三郎（スポーツ部） https://x.com/asahi_bballinfo ／ https://buff.ly/lpil4Q8　松本麻美（メディア事業本部・スポーツ事業部） https://x.com/Asa_asa_sports MC・音源編集　堀江麻友　https://bit.ly/4kepWoO 【おねがい】朝日新聞ポッドキャストは、みなさまからの購読料で配信しています。番組継続のため、会員登録をお願いします！ http://t.asahi.com/womz 【朝ポキ情報】アプリで記者と対話 http://t.asahi.com/won1 交流はdiscord https://bit.ly/asapoki_discord おたよりフォーム https://bit.ly/asapoki_otayori 朝ポキTV https://www.youtube.com/@asapoki_official メルマガ https://bit.ly/asapoki_newsletter 広告ご検討の企業様は http://t.asahi.com/asapokiguide 番組検索ツール https://bit.ly/asapoki_cast 最新情報はX https://bit.ly/asapoki_twitter See omnystudio.com/listener for privacy information.

Dan Nathan and Gene Munster discuss upcoming earnings for Nvidia and the recent trends in the technology and AI domain for major companies including SoftBank's sell-off of Nvidia shares. They also wrap up Q3 earnings for the 'Mag Seven' tech giants such as Microsoft, Meta, Amazon, Google, and Apple. They address key points about Microsoft's Azure growth, Meta's controversial spending on AI, Amazon's financials amidst AWS growth, Google's AI-driven search improvements, and Apple's forthcoming AI developments. The market's recent shift favoring AI-related stocks and the debate over Amazon's strategic investments without their own AI models are also covered. They conclude by emphasizing the significant role of Nvidia's next report and its effect on AI market sentiment. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

DoorDash is the fastest-growing brand in America… shockingly because of your boomers.Softbank sold all its $5.8B of Nvidia stock… because AI $ is actually finite.Italian Pasta is getting a 107% tariff… the story explains the big Supreme Court ruling.Plus, the McDonald's McRib is back on the menu… which could drive a Bitcoin surge.$DASH $NVDA $MCDNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Episode 712: Toby and Kyle dive into SoftBanks big move to sell its stake in Nvidia to re-focus its investment to OpenAI. Then, Visa and Mastercard reach a settlement over a 20-year dispute with merchants that will now allow stores to reject certain credit cards if the merchant fees are too high. Plus, Toby looks into the trend of trains and buses that have become reliable modes of transportation whenever the US air travel system craps out. Meanwhile, Netflix bets big on the physical entertainment space with its new location out in Philadelphia, challenging the likes of Disneyland and Universal.  Learn more at usbank.com/splitcard  Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY  Listen to Kyle on Per My Last Email here: ⁠swap.fm/l/pmle-show⁠ Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The International Energy Agency says global oil and gas demand will rise for the next 25 years if the world does not change course; Masayoshi Son's SoftBank Group has sold its entire stake in Nvidia; and investors have been selling off the debt of US tech heavyweights. Plus, Italian Prime Minister Giorgia Meloni's plan to reduce income taxes for the “middle-class” has sparked criticism that she is helping the rich.Mentioned in this podcast:Oil and gas demand to rise for 25 years without global change of course, says IEAWhy Nvidia should be glad to see the back of SoftBankSoftBank sells Nvidia stake for $5.8bn as it prepares for AI investmentsInvestor angst over Big Tech's AI spending spills into bond marketGiorgia Meloni's ‘middle-class' tax cut sparks political row in ItalyToday's FT News Briefing was produced by Victoria Craig, Lulu Smyth and Sonja Hutson. Our show was mixed by Kelly Garry. Additional help from Gavin Kallmann. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music. Hosted on Acast. See acast.com/privacy for more information.

Today on the AI Daily Brief, NLW covers two stories that may signal a major shift in the AI landscape: Yann LeCun's departure from Meta and Dr. Fei-Fei Li's new argument that spatial intelligence and world models—not just LLMs—will define the next era of AI, exploring what world models actually are, why some researchers think they're essential for robotics, science, and creativity, and how this connects to Meta's internal reorg. Plus in the headlines: Eleven Labs' celebrity voice marketplace, SoftBank's Nvidia liquidation, AMD's push to challenge Nvidia, Blue Owl's $3B Stargate investment, and the surprising surge in Meta AI traffic.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rovo - Unleash the potential of your team with AI-powered Search, Chat and Agents - ⁠⁠⁠⁠⁠⁠⁠https://rovo.com/⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai

NEW CTP for IBIT Under/Over - Looks like the OVER Presidential PARDONS and A King's EVICTION All Excited - Making headway on the Deficit ! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter   Warm-Up - NEW CTP for IBIT - Under/Over - Looks like the OVER - Presidential PARDONS and A King's EVICTION - All Excited - Making headway on the Deficit ! Markets - DJIA hits new ATH - after big moves last week - Buyers stepped in (again) - NASDAQ - lagging as AI trade is questioned - THEREFORE - what is happening is a simple rotation again - ALL IN! Just back from a wedding in NJ - Did some Apple picking, hot cider and donuts! Pardon Me... - President Donald Trump has pardoned a long list of his political allies for their support or involvement in plans to overturn the 2020 presidential election, according to the Department of Justice's Pardon Attorney, Ed Martin. - Several others (20+) were pardoned as well including some that plead guilty. Over the Pond - King Charles III on Thursday stripped his disgraced brother Prince Andrew of his remaining titles and evicted him from his royal residence after weeks of pressure to act over his relationship with sex offender Jeffrey Epstein, Buckingham Palace said. - After the king's rare move, which follows years of shameful scandals, he will be known as Andrew Mountbatten Windsor and not as a prince, and he will have to vacate his Royal Lodge mansion near Windsor Castle. Debt - The U.S. government's gross national debt surpassed $38 trillion Wednesday, a record number that highlights the accelerating accumulation of debt on America's balance sheet. - It's also the fastest accumulation of a trillion dollars in debt outside of the COVID-19 pandemic — the U.S. hit $37 trillion in gross national debt in August this year. - “During his first eight months in office, President Trump has reduced the deficit by $350 billion compared to the same period in 2024 by cutting spending and boosting revenue,” White House spokesman Kush Desai said in a statement, adding that the administration would pursue robust economic growth, lower inflation, tariff revenue, lower borrowing costs and cuts to waste, fraud and abuse. - Petersen Foundation: “Along with increasing debt, you get higher interest costs, which are now the fastest growing part of the budget,” Peterson added. “We spent $4 trillion on interest over the last decade, but will spend $14 trillion in the next ten years. Interest costs crowd out important public and private investments in our future, harming the economy for every American.” - Debt Growing by $69,000 per second over the the past year... Stock New - BIG Softbank - Softbank sells entire stake in NVDA - $5.83 Billion - To soften the blow, they said that it as because they are using it to redeploy further into AI - OpenAi to be specific - Also sold part of T-Moblie and using margin loan against ARM to fund the $22.5 BILLION investment in OpenAI - “This should not be seen, in our view, as a cautious or negative stance on Nvidia, but rather in the context of SoftBank needing at least $30.5bn of capital for investments in the Oct-Dec quarter, including $22.5bn for OpenAI and $6.5bn for Ampere,” Rolf Bulk, equity research analyst at New Street Research, told CNBC. - IMPORTANT SO MARKETS DO NOT GET SPOOKED: ?[SoftBank] made a point of saying that it wasn't any view on NVIDIA. ... At the end of the day, they are using the money to invest in other AI related companies,” he said. Coreweave Earnings - The provider of infrastructure for artificial intelligence companies, reported better-than-expected third-quarter revenue on Monday, but the company delivered disappointing full-year...

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This is a recap of the top 10 posts on Hacker News on November 11, 2025. This podcast was generated by wondercraft.ai (00:30): The 'Toy Story' You RememberOriginal post: https://news.ycombinator.com/item?id=45883788&utm_source=wondercraft_ai(01:50): FFmpeg to Google: Fund us or stop sending bugsOriginal post: https://news.ycombinator.com/item?id=45891016&utm_source=wondercraft_ai(03:11): iPhone PocketOriginal post: https://news.ycombinator.com/item?id=45885813&utm_source=wondercraft_ai(04:32): Warren Buffett's final shareholder letter [pdf]Original post: https://news.ycombinator.com/item?id=45882837&utm_source=wondercraft_ai(05:53): Collaboration sucksOriginal post: https://news.ycombinator.com/item?id=45892394&utm_source=wondercraft_ai(07:14): I hate screenshots of textOriginal post: https://news.ycombinator.com/item?id=45883124&utm_source=wondercraft_ai(08:35): SoftBank sells its entire stake in NvidiaOriginal post: https://news.ycombinator.com/item?id=45884937&utm_source=wondercraft_ai(09:55): Firefox expands fingerprint protectionsOriginal post: https://news.ycombinator.com/item?id=45888891&utm_source=wondercraft_ai(11:16): X5.1 solar flare, G4 geomagnetic storm watchOriginal post: https://news.ycombinator.com/item?id=45893004&utm_source=wondercraft_ai(12:37): iPod SocksOriginal post: https://news.ycombinator.com/item?id=45889602&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai

El analista económico Marc Vidal ha alertado en el programa 'Herrera en COPE' de las crecientes señales que apuntan a una burbuja tecnológica en torno a la inteligencia artificial. Durante su intervención en la sección 'Salida de emergencia', Vidal ha señalado que el entusiasmo actual podría ser el preludio de un colapso similar a crisis anteriores.Una de las principales alarmas ha sido la decisión del conglomerado inversor SoftBank de vender toda su participación en NVIDIA, el icono del auge de la IA. Según ha explicado Vidal, este gesto "ha resonado en los mercados como un trueno" y desde la compañía japonesa se asegura que la valoración de esta tecnología es "insostenible". Este movimiento refleja la creciente duda sobre si estamos ante una revolución tecnológica real o el inicio de una nueva burbuja especulativa.El analista identifica dos puntos controvertidos. El primero es la "dependencia excesiva de un puñado de gigantes tecnológicos que concentran toda la ...

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a fresh read on main street and the jobs market through alternatives like the NFIB Small Business Index and new ADP numbers - before checking in on the shutdown and getting market veteran Ed Yardeni's take on all the action.  Also in focus: the state of the AI trade, following yesterday's big rebound - the team checked in with one AI software CEO about key risks ahead, broke down Softbank's big decision to sell its entire Nvidia stake, and got the street's take on new numbers out of AI hyperscaler Coreweave. Plus: hear from the CEO of one AI upstart that's changing the way we do medicine... starting with your doctors office.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One day after a tech sector rebound, the AI trade continues its wild ride. Carl Quintanilla, Jim Cramer and David Faber discussed CoreWeave shares down sharply despite a quarterly revenue beat. CoreWeave CEO Michael Intrator joined the program at Post 9 "First on CNBC" to talk about his company's growth strategy and the AI arms race. The anchors reacted to SoftBank selling its entire $5.8 billion stake in Nvidia. Also in focus: Senate bill passage moves the U.S. a step closer to ending the government shutdown, a Nike "Mad Dash," honoring our veterans. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On Veterans' Day, remembering those we know and knew that served, we note that the market comeback is nearly complete with only the last shreds of resistance remaining ahead of the recent top, look at some results from Coreweave, Softbank and Rocket Labs, the coming end of the government shutdown, macro data from UK hitting sterling, how AI data center infrastructure ages, some interesting links for the day and more. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Leanna Byrne gets reactions as a woman known as the Chinese crypto queen has been sentenced to jail in London for laundering billions in stolen bitcoin. Qian Zhimin was convicted of trying to launder more than sixty thousand bitcoins now worth around six and a half billion dollars.In Germany, OpenAI faces a legal setback after a court ruled it infringed copyright by reproducing song lyrics without permission.And Japan's SoftBank cashes out of Nvidia.

Today, we take a moment to honor the brave men and women who've served this great nation. Their courage and sacrifice allow us to enjoy the freedoms — and opportunities — that make America the land of possibility. After that salute, we'll dive into the markets: