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This week we talk about entanglements, monopolies, and illusory money.We also discuss electrification, LLMs, and data centers.Recommended Book: The Extinction of Experience by Christine RosenTranscriptOne of the big claims about artificial intelligence technologies, including but not limited to LLM-based generative AI tech, like ChatGPT, Claude, and Gemini, is that they will serve as universal amplifiers.Electricity is another universal amplifier, in that electrifying systems allows you to get a lot more from pretty much every single thing you do, while also allowing for the creation of entirely new systems.Cooking things in the kitchen? Much easier with electricity. Producing things on an assembly line? The introduction of electricity allows you to introduce all sorts of robotics, measuring tools, and safety measures that would not have otherwise been available, and all of these things make the entire process safer, cheaper, and a heck of a lot more effective and efficient.The prime argument behind many sky-high AI company valuations, then, is that if these things evolve in the way they could evolve, becoming increasingly capable and versatile and cheap, cooking could become even easier, manufacturing could become still faster, cheaper, and safer, and every other aspect of society and the economy would see similar gains.If you're the people making AI, if you own these tools, or a share of the income derived from them, that's a potentially huge pot of money: a big return on your investment. People make fortunes off far more focused, less-impactful companies and technologies all the time, and being able to create the next big thing in not just one space, but every space? Every aspect of everything, potentially? That's like owning a share of electricity, and making money every time anyone uses electricity for anything.Through that lens, the big boom in both use of and investment in AI technologies maybe shouldn't be so surprising. This represents a potentially generational sea-change in how everything works, what the economy looks like, maybe even how governments are run, militaries fight, and so on. If you can throw money into the mix, why wouldn't you? And if that's the case, the billions upon billions of dollars sloshing around in this corner of the tech world make a lot of sense; it may be curious that there's not even more money being invested.Belief in that promise is not universal, however.A lot of people see these technologies not as the next electricity, but maybe the next smartphone, or perhaps the next SUV.Smartphones changed a whole lot about society too, but they're hardly the same groundbreaking, omni-powerful upgrade that electricity represents.SUVs, too, flogged sales for flailing car companies, boosting their revenues at a moment in which they desperately needed to sell more vehicles to survive. But they were just another, more popular model of what already came before. There's a chance AI will be similar to that: better software than came before, for some people's use-cases—but not revolutionary, not groundbreaking even on the scale of pocketable phone-computers.What I'd like to talk about today are the peculiar economics that seem to be playing a role in the AI boom, and why many analysts and financial experts are eyeballing these economics warily, worrying about what they maybe represent, and possibly portend.—The term ‘exuberance,' in the context of markets, refers to an excitement among investors—sometimes professional investors, sometimes casual investors, sometimes both—about a particular company, technology, or financial product type.The surge in interest and investment in cryptoassets during the height of the COVID-19 pandemic, for instance, including offshoot products like NFTs, was seemingly caused by a period of exuberance, sparked by the novelty of the product, the riches a few lucky insiders made off these products, and the desire by many people—pros and consumer-grade investors—to get in on that action, at a moment in which there wasn't as much to do in the world as usual.Likewise, the gobs of money plowed into early internet companies, and the money thrown at companies laying fiberoptic cable for the presumed boom in internet customers, were, in retrospect, at least partly the consequence of irrational exuberance.In some cases these investors were just too early, as was the case with those cable-laying companies—the majority of them going out of business after blowing through a spectacular amount of money in a short period of time, and not finding enough paying customers to fund all that expansion—in others it was the result of sky-high valuations that were based on little beyond the exuberance of investors who probably should have known better, but who couldn't get past their fear of missing out on the next big thing.In that latter case, that flow of money into early dotcom startups did fund a few winners that survived the eventual bursting of that bubble, but the majority of companies tagged with those massive valuations went out of business in part because their valuations were based in part on optimism, hot air, and illusory financials.Which is to say, their financials were based on a lot of money being added to their account sheets and tallied in the places investors would see those numbers, but the numbers didn't mean what most people thought they meant.A company could receive tens of millions of dollars in orders, for instance, but that money and those orders might never be received and fulfilled, or that money might be mostly illusory: maybe it was borrowed from another company to spend on advertising, and that money would then go right back out the door, to the company from which it was borrowed, to pay for their ad services.That kind of arrangement could be beneficial, as the company doing the borrowing might give up a relatively small number of shares in exchange for money, which looks good on its balance sheet, especially if the money is given at a high valuation, even if that money was mostly just a loan from a company providing ad services, with the full knowledge that money would then be spent on their own ad services. And the ad company giving the money could usually afford to buy in at a high valuation, because it knows it will get that money right back, and when it does, it will get to record that money as income on its own balance sheets.So Company A gets millions of dollars from Company B, that money is then paid to Company B for some type of service, and both companies get to record favorable figures on their accounting sheets, as if real sales took place and real outside money changed hands, despite it being a circular move, with very little or no actual value being created.These sorts of relationships are also often good for investors in companies that do this sort of thing, because it makes their investments, the companies they've bought into, look even more valuable.Check it out, Company A, which I own shares in, is worth more than it was last month because of all the business it's conducting, and because this other company bought into it at a higher price per share than I paid! Even though that increase in valuation is predicated on circular financing, the numbers still go up, and they go up for everyone involved, so there's little reason to crack down on this not illegal, but shady behavior, and even less reason to want anyone else to know about it, because then they might not add their own money to the circular money-cycling, number-increasing machine.The major concern amongst some analysts right now is that the AI boom, especially in the United States, might be essentially this kind of circular cycle, but much larger than previous versions of the same.In the US right now, investment in AI infrastructure like data centers accounts for a huge portion of overall growth—the numbers vary, depending on who you ask and what numbers they look at, but some say that about 90% of total US economic growth, and around 80% of US stock market growth, are predicated on these sorts of investments this past year. Without these investments, the US economy would be basically flat, or worse, and the US stock market would be flailing as well.This situation isn't ideal whatever the specifics, as too much reliance on just one industry, or one small collection of industries dominated by just a handful of companies and their investors, makes for a precarious financial foundation.If anything goes wrong with just one company, the whole house of cards could collapse. And if anything goes wrong with the industry, things could get even worse, and fast. All that investment, all that construction, all those employees and all that money sloshing around could disappear, could stop being spent, could make all those numbers fall and fall and fall more or less overnight.If this industry is in fact in a bubble, and if it's being propped up by this kind of circular financing, where companies are fluffing up their own and each other's accounting books by rotating the same bundle of money and on-paper money from company to company to company, that would portend pretty bad things for the US economy and market, if anyone involved stumbles, even just a little.This is why recent deals between the biggest players in this space are raising so many eyebrows, and causing so much sweat to bead on so many foreheads.In September of 2025, ChatGPT-maker OpenAI announced it had formalized a $100 billion investment deal with AI chipmaker Nvidia, the latter expanding on its existing investment in the former. In October, OpenAI announced it was purchasing billions of dollars worth of AI hardware from Nvidia-rival AMD, and that it's taking a 10% stake in the company.Microsoft is already heavily invested in OpenAI, to the tune of $13 billion; it takes 49% of OpenAI's profits, and gets more than that until its original investment is paid back. Microsoft also accounted for nearly 20% of Nvidia's annualized revenue, as of the fourth quarter of 2025.Oracle, another computing company which has become hugely influential in this space due to its investment in cloud-based AI datacenters, has a $300 billion deal with OpenAI for future infrastructure buildouts and access, and OpenAI's Stargate datacenter project was co-funded by Oracle and SoftBank. Nvidia also owns part of CoreWeave, which is an AI infrastructure supplier for OpenAI, and which has Microsoft as a massively important customer.All of which is very…tangly. It's an interconnected mess, and OpenAI and Nvidia are at the center of it, but there are a lot of weak spots, threads that, if pulled, would cause the whole thing to unravel. Which is why this feels like such a dangerous setup to many analysts right now.Consider that in 2025 alone, OpenAI has made around $1 trillion-worth of AI deals. A lot of these deals are plans to invest: commitments to buy data center construction or the use of data center bandwidth, or they're financial ties with competitors, clients, and providers—companies that would otherwise be competing with, selling to, and buying from each other, rather than linking arms and creating financial and infrastructural interdependencies.Many of these deals are predicated on debt and what are generally considered to be over-inflated IPO valuations, too: money that isn't money in the traditional, accounting-book sense, in other words. Numbers that make activity, use, and income for these companies look a lot bigger than they concretely are, on balance sheets, which in turn helps their investment numbers go up up up.This dynamic has become overt enough that many of the biggest investors in AI companies, and the heads of said companies, like Sam Altman of OpenAI, have said, outright, that it's probably a bubble, and that a lot of companies will probably go under in the relatively near future. No one knows when, but it's a good thing, they're fond of saying, because that shakeout will kill off the deadweight, allow the survivors to scoop up their former competitors' assets at fire sale prices, and the whole industry will be further centralized around just a handful of the best and the most impactful, just like in the post-dotcom years. Monopolies and mini-monopolies, which, for the people creating and profiting from those monopolies, at least, seems like a good thing.That optimism glosses over what those in-between years look like, though, especially for smaller investors, employees who are laid off, en masse, and the folks who aren't profiting directly from the surviving business entities, and who see their stock portfolios collapse and overall growth in their country decrease.Most of the stories in the tech world right now in some way tie back to the promise and concerns surrounding AI. It's become such a big story because there's a chance it will be the next electricity, but there's also a chance the warning signs we're seeing are real, and things will get a lot worse before they maybe, possibly, for some people, at some point, get better.Show Noteshttps://finance.yahoo.com/news/a-20-billion-clock-is-ticking-for-openai-as-microsoft-talks-turn-fractious-130006071.htmlhttps://www.sfgate.com/tech/article/circular-deals-bay-area-tech-21089538.phphttps://www.theguardian.com/business/2025/oct/08/openai-multibillion-dollar-deals-exuberance-circular-nvidia-amdhttps://www.ft.com/content/950e3a36-7141-4426-b7c5-08fad5d83919https://finance.yahoo.com/news/very-troubling-ais-self-investment-spree-sets-off-bubble-alarms-on-wall-street-160524518.htmlhttps://www.cnbc.com/2025/10/15/a-guide-to-1-trillion-worth-of-ai-deals-between-openai-nvidia.htmlhttps://insights.som.yale.edu/insights/this-is-how-the-ai-bubble-burstshttps://www.bbc.com/news/articles/cz69qy760weohttps://www.nbcnews.com/business/economy/openai-nvidia-amd-deals-risks-rcna234806https://www.bloomberg.com/news/articles/2025-10-08/the-circular-openai-nvidia-and-amd-deals-raising-fears-of-a-new-tech-bubblehttps://flowingdata.com/2025/10/13/circular-deals-among-ai-companies/https://www.nytimes.com/2025/10/07/business/dealbook/openai-nvidia-amd-investments-circular.htmlhttps://sherwood.news/markets/analyst-a-lot-more-disclosure-needed-on-these-circular-ai-deals/https://www.barrons.com/articles/nvidia-microsoft-openai-circular-financing-ai-bubble-5d9a4e7chttps://www.investopedia.com/wall-street-analysts-ai-bubble-stock-market-11826943https://www.goldmansachs.com/insights/articles/ai-may-start-to-boost-us-gdp-in-2027https://finance.yahoo.com/news/most-us-growth-now-rides-213011552.html This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

AGENDA: 03:44 Rory Is So Old He Worked with Arthur Rock!!! 07:28 Goldman Sachs Acquires Industry Ventures for $665M 16:37 Thinking Machines Co-Founder Raises $2BN and Then Leaves for Meta 29:36 SoftBank Goes for $5BN Leverage Against ARM Stock To Buy More OpenAI 39:35 More Data Centres Than Offices: Are We In a Bubble 43:28 Where is the Alpha in Venture in 2025 51:48 What 90% of Managers Get Wrong About Portfolio Management      

OpenAI acaba de anunciar Stargate, un megaproyecto que busca construir la infraestructura más poderosa del planeta para la inteligencia artificial.

Want to start your own AI side hustle? Get our crash course here: https://clickhubspot.com/tyg San Francisco's most famous mall is on its deathbed even as the city booms with AI money, while a mall outside Pittsburgh gets a boost from Walmart. Is this the way forward for troubled shopping centers? Plus: a Domino's rebrand and SoftBank's return to the robot business. Join our host Mark Dent and Katherine Laidlaw as they take you through our most interesting stories of the day. Follow us on social media: LinkedIn: https://www.linkedin.com/company/thehustle/ Instagram: https://www.instagram.com/thehustledaily/ Wanna watch this episode on YouTube? https://lnk.to/oxsURDRS Thank You For Listening to The Hustle Daily Show. Don't forget to hit subscribe or follow us on your favorite podcast player, so you never miss an episode! If you want this news delivered to your inbox, join millions of others and sign up for The Hustle Daily newsletter, here: https://thehustle.co/email/  If you are a fan of the show be sure to leave us a 5-Star Review, and share your favorite episodes with your friends, clients, and colleagues. The Hustle Daily Show is a part of Hubspot Media, produced by Darren Clarke, edited by Robert Hartwig with help from Alfred Schulz.

Plus: Advertising industry urges tech companies to adopt new standards for transparency in ad sales. And the European Union outlines plans to boost AI adoption. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Unofficial jobs numbers are starting to come in from Wall Street, pointing to the U.S. labor market losing steam. And, Swiss tech giant ABB looks to sell off its robotics business to Japan's Softbank. Caitlin McCabe hosts.  Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Softbank is buying the robotics arm of ABB for $4B, new Federal Reserve Governor Stephen Miran says his desire to lower interest rates is supported by the Treasury market, Intel is set to launch a new chip, the Trump Administration is considering canceling funding for clean energy projects and Amazon is launching pharmacy kiosks. Mike Santoli sits in today!  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.

En el episodio de hoy de VG Daily, Andre Dos Santos y Eugenio Garibay analizan el panorama del sector automotriz, la apuesta estratégica de SoftBank por la robótica y el tono general de los mercados globales.El episodio comienza con un repaso a las ventas del último trimestre de las principales automotrices destacando las diferencias regionales, la presión de costos por los nuevos aranceles al acero en Europa y las señales que dejan los resultados sobre la demanda global.Luego, los conductores examinan la compra de ABB Robotics por parte de SoftBank por 5.4 mil millones de dólares, una jugada que refuerza la visión de Masayoshi Son de integrar la inteligencia artificial con la robótica industrial.Finalmente, el episodio cierra con una lectura táctica de los mercados financieros, donde las acciones industriales y tecnológicas ajustan frente a nuevas tensiones comerciales y expectativas de política monetaria.

OpenAI is dropping a visual agent builder

On today's podcast:1) White House Budget Director Russell Vought is planning to swiftly dismiss federal workers, a sign that Republicans will lean into hardball tactics to pressure Democrats to cave to end a government shutdown. Vought told House lawmakers Wednesday that some federal agencies will move to terminate workers within one to two days, according to people familiar with the remarks, who requested anonymity to discuss a private meeting. White House Press Secretary Karoline Leavitt told reporters that layoffs would happen within “two days, imminent, very soon” but declined to give any details about what agencies or positions would be targeted. Meantime, the Trump administration is planning to cancel billions of dollars earmarked for hydrogen projects in California and the Pacific Northwest, as well as $18 billion in infrastructure funding for the New York metro region.2) Federal Reserve Bank of Chicago President Austan Goolsbee said a lack of official data while the US government is shut down will make it harder for central bankers to interpret the economy. Goolsbee reiterated concerns about a recent pickup in services inflation, which he said could mean price pressures are persistent in parts of the economy least impacted by tariffs.3) OpenAI has completed a deal to help employees sell shares in the company at a $500 billion valuation, propelling the ChatGPT owner past Elon Musk’s SpaceX to become the world’s largest startup. Current and former OpenAI employees sold about $6.6 billion of stock to investors including Thrive Capital, SoftBank Group Corp., Dragoneer Investment Group, Abu Dhabi’s MGX and T. Rowe Price, a person familiar with the transaction said. That boosted the US company’s price tag well past its previous $300 billion level during a SoftBank-led financing round earlier this year.See omnystudio.com/listener for privacy information.

Is hustle culture the biggest startup lie? Is Brazil the end of credit cards? Can a fintech run like a pharmaceutical lab?In this episode of The J Curve, I sit down with Piero Contezini — founder and executive chairman of Asaas, one of Brazil's most influential fintech platforms serving thousands of SMEs and processing billions in payments. Backed by SoftBank, Bond, Bradesco, and other top investors, Asaas has evolved from a Stripe-for-Brazil experiment into a full-stack financial operating system with 37 revenue streams.Piero's story is one of relentless experimentation, radical cultural rules (like an 8-hour workday and zero-bug policy), and building in sync with Brazil's regulatory revolution around PIX and Open Finance.Here's what we cover:• Why service companies can't scale like product companies• How one SME pain point grew into 37 revenue streams• The fintech monetization model tied directly to customer success• The culture rules that shaped Asaas: 8-hour workdays and zero bugs• How PIX and Open Finance reshaped Brazil's fintech landscapeJoin The J Curve Community:⁠⁠⁠Newsletter⁠⁠⁠: Weekly deep dives into LATAM's hottest deals, emerging trends, and market intelligence⁠⁠⁠LinkedIn⁠⁠⁠: Daily market insights and exclusive founder updates⁠⁠⁠Instagram⁠⁠⁠: Behind-the-scenes podcast moments and quick industry takes⁠⁠⁠Hit subscribe⁠⁠⁠ and share this episode with fellow entrepreneurs and investors

In today's Cloud Wars Minute, I explore how Microsoft and Oracle are battling for AI data center supremacy.Highlights00:15 — I want to talk about a couple of high-disruption companies — actually, three: Microsoft, Oracle, and OpenAI. And I think right now, it's safe to say that those three companies, together with SoftBank, are pursuing investments upwards of a trillion dollars in what they're calling AI data centers. I think this is a great thing for them to do.01:19 — Microsoft has become more vocal about its role and leadership in these areas. Oracle, OpenAI, and SoftBank are jointly building what is called Stargate, sort of the infrastructure brand for OpenAI. Now, Microsoft has introduced its own brand for its AI data centers, Fairwater. It's in the final stages of building what it is calling the world's most powerful AI data center.02:18 — And I have no doubt that fairly soon, we're going to hear from Google Cloud about some of its plans. I am less sanguine, in some ways, about what Amazon and AWS might do. I know that runs contrary to what a lot of people like to say — that AWS is still the king of the cloud. I haven't — you know, I just haven't taken that seriously in the last two or three years.03:14 — So, Microsoft is doing very well with AI. Now, OpenAI, led by Sam Altman — they're still doing some work with Microsoft on the cloud and AI. But it's putting — starting in a year or two — a $300 billion investment with Oracle to build a chain of just absolutely staggeringly big, powerful data centers under the Stargate name.04:09 — It'll work with Oracle very closely on that. They're also — in concert in some places and separately in others — pursuing some new data center deals with SoftBank. So OpenAI is working with Microsoft, working with Oracle, working with SoftBank — all in different ways. Oracle also has its own data center network for its rapidly growing cloud and AI business.05:01 — So lots of talk right now, lots of action, lots of investment going into this. But ultimately, the beneficiaries of all this incredible — what I think is unprecedented — competition, will be businesses and regular individuals like you and me. Visit Cloud Wars for more.

Is Apple serious about AI now with a new internal model?

 Nine proven strategies executives and professionals in Japan and worldwide can use to master public speaking and influence with confidence Why do business professionals need presentation guidelines? Most of us stumble into public speaking without training. We focus on doing our jobs, not plotting a public speaking career path. Yet as careers advance, presentations to colleagues, clients, or stakeholders become unavoidable. Executives at firms like Hitachi, SoftBank, or Mitsubishi know that persuasive communication directly affects career progress and credibility. Without guidelines, many professionals waste decades avoiding public speaking. The good news? It's never too late to learn. By following proven principles, anyone can become a confident communicator capable of inspiring audiences and strengthening personal brands. Mini-Summary: Public speaking is not optional in business careers. Guidelines accelerate confidence and credibility, ensuring leaders don't miss opportunities. Should you use notes during a presentation? Yes, brief notes are acceptable. Smart presenters use them as navigation aids, either on the podium or discreetly placed behind the audience. Audiences don't penalise speakers for glancing at notes—they care about clarity and delivery. The real mistake is trying to memorise everything, which creates unnecessary stress. Professionals at companies like Goldman Sachs or Deloitte often carry structured notes to ensure flow without losing authenticity. The key is to avoid reading word-for-word and instead speak naturally to main points. Mini-Summary: Notes provide direction and reduce stress. Reading word-for-word damages authenticity, but reference notes enhance confidence. Why is reading or memorising speeches ineffective? Reading entire speeches is disengaging. Audiences quickly tune out when delivery sounds like a monotone recitation. Memorising 30 minutes of text is equally flawed—it strains memory and removes spontaneity. Modern leaders need flexibility, not rigid scripts. Instead, professionals should memorise key ideas, not sentences. Political leaders and CEOs alike rely on talking points, not full manuscripts, to stay natural and adaptable. In Japan, executives trained in Dale Carnegie programs learn to communicate with presence, not performance. Mini-Summary: Reading or memorising word-for-word suffocates engagement. Focus on key points to remain natural, flexible, and credible. How can evidence strengthen your presentation? Audiences are sceptical of sweeping statements. Without proof, leaders risk credibility damage. Evidence—statistics, expert testimony, and case studies—adds authority. A claim like “our industry is growing” has little weight unless supported with 2025 market research or benchmarks from firms like PwC or Bain & Company. In Japan's cautious corporate culture, data-backed arguments are particularly vital. Numbers, trends, and customer case studies reinforce trust, especially during Q&A sessions where credibility is tested. Mini-Summary: Evidence turns opinion into authority. Leaders should support claims with facts, statistics, and expert sources to maintain credibility. Why is rehearsal so important? Practice transforms delivery. Presenting to trusted colleagues provides feedback and confidence. But avoid asking vague questions like “What do you think?” Instead, request specifics: “What was strong?” and “How can it improve?” This reframes feedback into constructive insight. At global firms, leaders often rehearse in front of teams or communication coaches before critical investor calls or town halls. Japanese executives, known for precision, benefit greatly from structured rehearsal before presenting to boards or government stakeholders. Mini-Summary: Rehearsal reduces anxiety and strengthens delivery. Ask targeted questions to turn feedback into actionable improvement. Do you always need visual aids? Not necessarily. Slides are valuable only if they add clarity. Overloaded decks weaken impact, but visuals with people, trends, or key figures make content memorable. A simple chart highlighting one data point can be more persuasive than 20 dense slides. Visuals also act as navigation, allowing presenters to recall main points naturally. At firms like Apple or Tesla, minimalist visuals emphasise storytelling over clutter—an approach business leaders worldwide can adopt. Mini-Summary: Visual aids should clarify, not confuse. Use them sparingly to highlight key ideas and support storytelling. How should professionals control nerves before speaking? Nervous energy—“butterflies”—is natural. The solution is physical and mental preparation. Deep, slow breathing lowers heart rate and calms the body. Some professionals walk briskly backstage to burn excess energy, while others use pep talks to raise intensity. Finding a personal ritual is key. Research in workplace psychology shows that controlled breathing and physical grounding improve focus. Japanese executives presenting at high-stakes shareholder meetings often use discreet breathing exercises before stepping on stage. Mini-Summary: Anxiety is natural. Breathing, movement, and mental preparation channel nerves into productive energy. Why should you never imitate other speakers? Authenticity wins. Copying others produces inauthentic delivery and limits growth. Instead, leaders should develop their own voice through practice and feedback. Life is too short to be a poor copy of someone else. Famous communicators like Steve Jobs or Sheryl Sandberg became iconic not by imitation but by honing unique, authentic styles. The same is true in Japan: executives respected for leadership presence stand out because they are genuine. Mini-Summary: Don't copy others. Develop a natural, authentic style that reflects your personality and strengths. Conclusion: How do guidelines transform your presentation career? Public speaking is not an optional skill—it defines leadership impact. By applying nine guidelines—using notes, avoiding reading, focusing on key points, backing claims with evidence, knowing more than you say, rehearsing, using visuals wisely, controlling nerves, and being authentic—professionals protect and elevate their personal brands. Key Takeaways: Notes guide, but don't read word-for-word. Memorise ideas, not sentences. Use evidence to back claims and build authority. Rehearse with feedback for confidence. Visuals should enhance, not clutter. Control nerves with breathing and energy rituals. Authenticity beats imitation every time. Leaders at all levels should take action now: seek training, rehearse deliberately, and present with authenticity. Don't waste years avoiding public speaking. The sooner you embrace it, the faster your leadership brand grows. About the Author Dr. Greg Story, Ph.D. in Japanese Decision-Making, is President of Dale Carnegie Tokyo Training and Adjunct Professor at Griffith University. He is a two-time winner of the Dale Carnegie “One Carnegie Award” (2018, 2021) and recipient of the Griffith University Business School Outstanding Alumnus Award (2012). As a Dale Carnegie Master Trainer, Greg is certified to deliver globally across all leadership, communication, sales, and presentation programs, including Leadership Training for Results. He has written several books, including three best-sellers — Japan Business Mastery, Japan Sales Mastery, and Japan Presentations Mastery — along with Japan Leadership Mastery and How to Stop Wasting Money on Training. His works have been translated into Japanese, including Za Eigyō (ザ営業), Purezen no Tatsujin (プレゼンの達人), Torēningu de Okane o Muda ni Suru no wa Yamemashō (トレーニングでお金を無駄にするのはやめましょう), and Gendaiban “Hito o Ugokasu” Rīdā (現代版「人を動かす」リーダー). Greg also publishes daily business insights on LinkedIn, Facebook, and Twitter, and hosts six weekly podcasts. On YouTube, he produces The Cutting Edge Japan Business Show, Japan Business Mastery, and Japan's Top Business Interviews, widely followed by executives seeking success strategies in Japan.

 In today's episode, Zöe is joined by WIRED's Jake Lahut to run through five of the best stories we published this week — from Customs & Border Protection efforts to collect American's DNA to tech billionaire Larry Ellison's shadowy influence on the White House. Then, Zöe and Jake discuss the surge in popularity of white nationalist influencer Nick Fuentes, who has leveraged the vacuum left behind by Charlie Kirk's death to break into the mainstream. Articles mentioned in this episode:  Nick Fuentes' Plan to Conquer America Larry Ellison Is a ‘Shadow President' in Donald Trump's America OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate Data Centers DHS Has Been Collecting US Citizens' DNA for Years For One Glorious Morning, a Website Saved San Francisco From Parking Tickets Join WIRED's best and brightest as they provide an insider analysis of the overlap between tech and politics, from the influence of Silicon Valley on the Trump administration to how inaccurate information from artificial intelligence (AI) chatbots fanned the fire on social protests. Learn about your ad choices: dovetail.prx.org/ad-choices

OpenAI baut mit Oracle und Softbank 7-Gigawatt-Datacenter in Texas und Oracle nimmt 18 Milliarden Dollar Schulden für KI-Infrastruktur auf. Microsoft startet Publisher Content Marketplace für KI-Lizenzen. OpenAI führt ChatGPT Go in Indonesien ein und launcht Pulse-Feature für personalisierte Updates. EU eröffnet Kartellverfahren gegen SAP wegen Wartungsverträgen. Amazon zahlt 2,5 Milliarden Dollar wegen Prime-Kündigungspraktiken. YouTube reinstated gesperrte COVID- und Wahl-Channels. Tether strebt 500-Milliarden-Bewertung an. Meta verhandelt mit Google über Gemini für Werbung. Microsoft blockiert israelisches Militär wegen Massenüberwachung. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro & TED-Talk Wien (00:03:17) OpenAI Stargate 7-Gigawatt-Datacenter (00:07:15) Oracle 18 Mrd. Schulden für KI (00:10:15) Microsoft Publisher Marketplace (00:12:10) OpenAI ChatGPT Go Indonesien (00:17:24) OpenAI GDP-Eval Benchmark (00:26:17) ChatGPT Pulse Feature (00:29:57) Antifa-Hoax auf Threads (00:31:12) SAP EU-Kartellverfahren (00:34:21) Amazon 2,5 Mrd. Prime-Strafe (00:36:05) Apple gegen EU-Regulierung (00:39:11) YouTube reinstated Channels (00:43:19) Tether 500 Mrd. Bewertung (00:48:17) H-1B-Visa Ausnahmen (00:49:45) Meta-Google Gemini-Deal (00:50:31) xAI Grok für 42 Cent (00:52:55) Microsoft blockiert Israel Shownotes OpenAI Teams Up With Oracle– wired Oracle: 18 Milliarden Dollar Schulden für KI-Ausbau – manager-magazin.de Microsoft plant KI-Marktplatz für Verlage mit Copilot – axios.com OpenAI: GPT-5 auf menschlichem Niveau in vielen Berufen – techcrunch.com Nach Indien: OpenAI startet günstigen ChatGPT Go-Plan in Indonesien – techcrunch.com OpenAI möchte, dass Sie Ihren Tag mit ChatGPT Pulse beginnen – theverge.com SAP: Aktie unter Druck - EU-Kartellverfahren – manager-magazin.de Amazon zahlt Rekordsumme von 2,5 Milliarden Dollar – manager-magazin.de Apple fordert Abschaffung der EU-Digitalregeln – ft.com YouTube hebt Sperren von Creators wegen COVID-19 und Wahl-Inhalten auf – thehill.com Krypto-Riese Tether strebt $500 Milliarden Bewertung an – bloomberg.com Christopher Bloomstran über Tether: Fragen zur finanziellen Situation und fehlenden Prüfungen – x.com Trump-Administration schlägt neues H-1B-Visaverfahren vor – reuters.com Meta verhandelt mit Google über Gemini zur Verbesserung von Werbemaßnahmen – theinformation.com Musk's Grok KI für US-Regierungsbehörden zugelassen – bloomberg.com Microsoft blockiert Israels Nutzung seiner Technologie zur Massenüberwachung von Palästinensern – theguardian.com

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this episode of The Wright Report, we cover a deadly shooting at an ICE facility in Texas, Gavin Newsom's taunts against federal immigration agents, a trillion-dollar bet on artificial intelligence, and surprising medical news about how common drugs damage the gut. From political violence in Dallas to AI schemes and gut health science, today's brief delivers facts and analysis shaping America's future.   ICE Facility Shooting in Dallas: Joshua Jahn, 29, opened fire on an ICE building with a Mauser-style rifle, killing one illegal alien and injuring two others before taking his own life. He left behind ammo marked “Anti-ICE” and had ties to Communist views similar to his leftist sister. Bryan warns the pattern echoes other recent attacks: “From Trump's assassin in Butler, PA… to Charlie Kirk's killer… these platforms like Steam and Discord are being used to groom young men into violence.”   Newsom Taunts ICE After Signing Five Bills: California Governor Gavin Newsom declared, “To ICE, unmask yourselves. What are you afraid of?” on Colbert's show, less than 24 hours before the Dallas attack. Leftist groups in California are doxxing ICE officers with help from AI activists in Europe, while Democrats push to weaken federal deportation powers. Bryan argues this is about political power, not civil rights: “Schumer and Pelosi said it themselves — they want illegals turned into citizens for votes and control.”   The AI Revolution's Cost and Scheming Risks: OpenAI, Oracle, and SoftBank pledged $500 billion for new U.S. data centers, with utilities warning of grid strain and soaring bills. While AI is helping detect Parkinson's and cancers, researchers admit models are “scheming” — purposely failing to hide competence. Bryan quips, “We're spending a trillion dollars to create systems that lie, hallucinate, and dumb down doctors.”   Common Medications Alter Gut Health for Years: Estonian researchers found antidepressants, beta-blockers, proton pump inhibitors, and benzodiazepines disrupt the gut microbiome as severely as antibiotics. Effects persist long after use, raising risks for diseases like cancer and Alzheimer's. Bryan advises, “If you're on meds, don't forget about your belly — diet, sleep, and exercise matter.”   "And you shall know the truth, and the truth shall make you free." - John 8:32     Keywords: Dallas ICE facility shooting Joshua Jahn, Anti-ICE ammo Mauser rifle, Discord Steam radicalization grooming, Gavin Newsom Colbert ICE taunt, California ICE officer doxxing AI, Schumer Pelosi immigration citizenship votes, OpenAI Oracle SoftBank Stargate $500B, AI data center electricity water grid strain, AI scheming OpenAI ChatGPT, Estonia gut microbiome drugs study, antidepressants beta-blockers proton pump inhibitors benzos, long-term gut health risks cancer Alzheimer's

Are we repeating the mistakes of the dot-com boom with today's AI gold rush? Intelligent Machines tackles why runaway spending, circular investments, and looming government deals could mean a hard reckoning for tech's biggest promise yet. Interview with Steven Levy Levy: Wasn't Sure I Wanted Anthropic to Pay Me for My Books—I Do Now Steven Levy: I Thought I Knew Silicon Valley. I Was Wrong OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate Data Centers Can We Afford AI? Meta's AI system, Llama, has been approved for use by U.S. federal agencies China's DeepSeek says its hit AI model cost just $294,000 to train Seeing Through the Reality of Meta's Smart Glasses Parents outraged as Meta uses photos of schoolgirls in ads targeting man Former NotebookLM devs' new app, Huxe, taps audio to help you with news and research Fat Bear Week is back—and the bears are bigger than ever * "My Boyfriend is AI": A Computational Analysis of Human-AI Companionship in Reddit's AI Community ChatGPT is 3-8% of Google's search volume The Lovelace Test of Intelligence: Can Humans Recognise and Esteem AI-Generated Art? Data-Driven Analysis of Text-Conditioned AI-Generated Music: A Case Study with Suno and Udio The LLM Has Left The Chat: Evidence of Bail Preferences in Large Language Models More! Shrimp! Wounded robots Pope nixes 'virtual pope' idea, explains concerns about AI Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steven Levy Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: fieldofgreens.com zscaler.com/security pantheon.io

Are we repeating the mistakes of the dot-com boom with today's AI gold rush? Intelligent Machines tackles why runaway spending, circular investments, and looming government deals could mean a hard reckoning for tech's biggest promise yet. Interview with Steven Levy Levy: Wasn't Sure I Wanted Anthropic to Pay Me for My Books—I Do Now Steven Levy: I Thought I Knew Silicon Valley. I Was Wrong OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate Data Centers Can We Afford AI? Meta's AI system, Llama, has been approved for use by U.S. federal agencies China's DeepSeek says its hit AI model cost just $294,000 to train Seeing Through the Reality of Meta's Smart Glasses Parents outraged as Meta uses photos of schoolgirls in ads targeting man Former NotebookLM devs' new app, Huxe, taps audio to help you with news and research Fat Bear Week is back—and the bears are bigger than ever "My Boyfriend is AI": A Computational Analysis of Human-AI Companionship in Reddit's AI Community ChatGPT is 3-8% of Google's search volume The Lovelace Test of Intelligence: Can Humans Recognise and Esteem AI-Generated Art? Data-Driven Analysis of Text-Conditioned AI-Generated Music: A Case Study with Suno and Udio The LLM Has Left The Chat: Evidence of Bail Preferences in Large Language Models More! Shrimp! Wounded robots Pope nixes 'virtual pope' idea, explains concerns about AI Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steven Levy Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: fieldofgreens.com Promo Code "IM" zscaler.com/security pantheon.io

Are we repeating the mistakes of the dot-com boom with today's AI gold rush? Intelligent Machines tackles why runaway spending, circular investments, and looming government deals could mean a hard reckoning for tech's biggest promise yet. Interview with Steven Levy Levy: Wasn't Sure I Wanted Anthropic to Pay Me for My Books—I Do Now Steven Levy: I Thought I Knew Silicon Valley. I Was Wrong OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate Data Centers Can We Afford AI? Meta's AI system, Llama, has been approved for use by U.S. federal agencies China's DeepSeek says its hit AI model cost just $294,000 to train Seeing Through the Reality of Meta's Smart Glasses Parents outraged as Meta uses photos of schoolgirls in ads targeting man Former NotebookLM devs' new app, Huxe, taps audio to help you with news and research Fat Bear Week is back—and the bears are bigger than ever * "My Boyfriend is AI": A Computational Analysis of Human-AI Companionship in Reddit's AI Community ChatGPT is 3-8% of Google's search volume The Lovelace Test of Intelligence: Can Humans Recognise and Esteem AI-Generated Art? Data-Driven Analysis of Text-Conditioned AI-Generated Music: A Case Study with Suno and Udio The LLM Has Left The Chat: Evidence of Bail Preferences in Large Language Models More! Shrimp! Wounded robots Pope nixes 'virtual pope' idea, explains concerns about AI Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steven Levy Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: fieldofgreens.com zscaler.com/security pantheon.io

Wes Ott covers today's top tech stories. OpenAI plans new AI data centers in the US with Oracle and SoftBank. Uber announces prepaid passes for riders. Apple's Live Translation feature will not work in the European Union.

Are we repeating the mistakes of the dot-com boom with today's AI gold rush? Intelligent Machines tackles why runaway spending, circular investments, and looming government deals could mean a hard reckoning for tech's biggest promise yet. Interview with Steven Levy Levy: Wasn't Sure I Wanted Anthropic to Pay Me for My Books—I Do Now Steven Levy: I Thought I Knew Silicon Valley. I Was Wrong OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate Data Centers Can We Afford AI? Meta's AI system, Llama, has been approved for use by U.S. federal agencies China's DeepSeek says its hit AI model cost just $294,000 to train Seeing Through the Reality of Meta's Smart Glasses Parents outraged as Meta uses photos of schoolgirls in ads targeting man Former NotebookLM devs' new app, Huxe, taps audio to help you with news and research Fat Bear Week is back—and the bears are bigger than ever * "My Boyfriend is AI": A Computational Analysis of Human-AI Companionship in Reddit's AI Community ChatGPT is 3-8% of Google's search volume The Lovelace Test of Intelligence: Can Humans Recognise and Esteem AI-Generated Art? Data-Driven Analysis of Text-Conditioned AI-Generated Music: A Case Study with Suno and Udio The LLM Has Left The Chat: Evidence of Bail Preferences in Large Language Models More! Shrimp! Wounded robots Pope nixes 'virtual pope' idea, explains concerns about AI Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steven Levy Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: fieldofgreens.com zscaler.com/security pantheon.io

Are we repeating the mistakes of the dot-com boom with today's AI gold rush? Intelligent Machines tackles why runaway spending, circular investments, and looming government deals could mean a hard reckoning for tech's biggest promise yet. Interview with Steven Levy Levy: Wasn't Sure I Wanted Anthropic to Pay Me for My Books—I Do Now Steven Levy: I Thought I Knew Silicon Valley. I Was Wrong OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate Data Centers Can We Afford AI? Meta's AI system, Llama, has been approved for use by U.S. federal agencies China's DeepSeek says its hit AI model cost just $294,000 to train Seeing Through the Reality of Meta's Smart Glasses Parents outraged as Meta uses photos of schoolgirls in ads targeting man Former NotebookLM devs' new app, Huxe, taps audio to help you with news and research Fat Bear Week is back—and the bears are bigger than ever "My Boyfriend is AI": A Computational Analysis of Human-AI Companionship in Reddit's AI Community ChatGPT is 3-8% of Google's search volume The Lovelace Test of Intelligence: Can Humans Recognise and Esteem AI-Generated Art? Data-Driven Analysis of Text-Conditioned AI-Generated Music: A Case Study with Suno and Udio The LLM Has Left The Chat: Evidence of Bail Preferences in Large Language Models More! Shrimp! Wounded robots Pope nixes 'virtual pope' idea, explains concerns about AI Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steven Levy Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: fieldofgreens.com Promo Code "IM" zscaler.com/security pantheon.io

Hij is vaak voorspeld. Door autojournalisten, door analisten. Telkens wist Elon Musk hem te ontwijken, maar nu lijkt dat lastig. Techbedrijf Xiaomi, slechts een jaar bezig, zou dan toch echt dé Tesla-killer worden.De Chinese autobouwer wil showrooms openen in Europa en zelfs ook auto's willen bouwen op ons continent. Deze aflevering kijken we wat dat voor autobouwers (en Tesla in het specifiek) betekent. Ook duiken we in het aandeel van Xiaomi. Dat is in 12 maanden met bijna 200 procent gestegen.Hebben we het ook over Apple. Dat wil dat Brussel de regels aanpast. Volgens eigen zeggen is de wet digitale markten niet goed voor gebruikers, maar het lijkt er op dat Apple vooral zelf last heeft van de wet.Intel heeft op zijn beurt weer wat nodig van Apple. Geld en een samenwerking om precies te zijn. Rupsje Nooitgenoeg wil namelijk nog meer centjes bij (oud) klanten ophalen.Verder bespreken we het onderzoek dat Brussel doet naar SAP, een Amerikaans onderzoek naar Philips en hun concurrenten, TKH dat iets afsplitst (of toch niet) en je hoort meer over Trump die 'gesaboteerd' wordt. See omnystudio.com/listener for privacy information.

Are we repeating the mistakes of the dot-com boom with today's AI gold rush? Intelligent Machines tackles why runaway spending, circular investments, and looming government deals could mean a hard reckoning for tech's biggest promise yet. Interview with Steven Levy Levy: Wasn't Sure I Wanted Anthropic to Pay Me for My Books—I Do Now Steven Levy: I Thought I Knew Silicon Valley. I Was Wrong OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate Data Centers Can We Afford AI? Meta's AI system, Llama, has been approved for use by U.S. federal agencies China's DeepSeek says its hit AI model cost just $294,000 to train Seeing Through the Reality of Meta's Smart Glasses Parents outraged as Meta uses photos of schoolgirls in ads targeting man Former NotebookLM devs' new app, Huxe, taps audio to help you with news and research Fat Bear Week is back—and the bears are bigger than ever * "My Boyfriend is AI": A Computational Analysis of Human-AI Companionship in Reddit's AI Community ChatGPT is 3-8% of Google's search volume The Lovelace Test of Intelligence: Can Humans Recognise and Esteem AI-Generated Art? Data-Driven Analysis of Text-Conditioned AI-Generated Music: A Case Study with Suno and Udio The LLM Has Left The Chat: Evidence of Bail Preferences in Large Language Models More! Shrimp! Wounded robots Pope nixes 'virtual pope' idea, explains concerns about AI Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Steven Levy Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: fieldofgreens.com zscaler.com/security pantheon.io

Stargate gets off the ground, or at least, announces it is. What if OpenAI leases the chips from Nvidia instead of buying them. I go a bit deep in this episode in terms of the incentives behind all these AI moves. And what happens if AI makes translation as ubiquitous as spell check? OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate Data Centers (Wired) In OpenAI Megadeal, Nvidia Discusses a New Business Model: Chip Leasing (The Information) Nvidia's $100bn bet on ‘gigantic AI factories' to power ChatGPT (FT) Alibaba Shares Soar After Hiking AI Budget Past $50 Billion (Bloomberg) VCs to AI Startups: Please Take Our Money (Bloomberg) Disney+, Hulu, ESPN to Hike Prices Again in October (The Wrap) WhatsApp adds built-in text translations on iPhone and Android (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Jim Cramer and David Faber drilled down on the AI trade cooling off as the S&P 500 snapped a 3-day win streak. Micron CEO Sanjay Mehrotra joined the program exclusively to discuss better-than-expected quarterly results and guidance driven by AI demand. Arm Holdings CEO Rene Haas appeared on the show and spoke about the chip designer's role in the Stargate partnership with OpenAI, Nvidia, SoftBank, Oracle and other companies — the project announcing plans to open five new data centers. Also in focus: Fed Chair Powell on stocks, Jimmy Kimmel back on the air at ABC. 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.

OpenAI, Oracle, and SoftBank expand Stargate with five new AI data center sites across the United States, bringing the total planned capacity to 7 gigawatts over the next three years. With $400 billion already lined up, these plans put Stargate ahead of schedule to secure the full $500 billion, 10-gigawatt commitment by the end of 2025.

In this episode, Jeff Jarvis and I break down Nvidia's landmark $100 billion deal with OpenAI, Google's rollout of Gemini in Chrome, and Bain's report highlighting a massive AI revenue gap. We explore how these developments affect AI infrastructure, market power, and financial sustainability. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS: 0:02:05 - NVidia to invest $100b in OpenAI 0:08:50 - ⁠OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate Data Centers 0:18:44 - ⁠An $800 Billion Revenue Shortfall Threatens AI Future, Bain Says 0:25:50 - ⁠HBR: AI-Generated “Workslop” Is Destroying Productivity 0:34:10 - ⁠Gemini in Chrome (but not in Workspace. Niagara Falls....) 0:39:59 - ⁠Google's Gemini AI is coming to your TV 0:44:16 - ⁠Google Play Store is adding a Gemini- powered ‘Sidekick' to provide you real-time help during games 0:47:36 - ⁠Former NotebookLM devs' new app, Huxe, taps audio to help you with news and research 0:49:49 - ⁠Sort of related: Finally, I found an 'Ultra' Android phone with specs and features that truly matter 0:55:07 - ⁠ChatGPT is 3-8% of Google's search volume 0:57:17 - ⁠Schibsted data on click-through rates from ChatGPT 0:59:13 - ⁠Scoop: Microsoft looks to build AI marketplace for publishers 1:01:46 - ⁠Meta launches super PAC to fight AI regulation Learn more about your ad choices. Visit megaphone.fm/adchoices

APAC stocks eventually traded mixed following the subdued lead from Wall Street; Japanese markets returned from holiday, Chinese markets were choppy before posting gains.Fed Chair Powell said that towards the next meeting, the Fed will look at labour market, growth data, and inflation data to assess whether policy is in the right place, adding that if it is not, they will move it there.DXY edged higher throughout the APAC session, EUR/USD briefly dipped under 1.1800, AUD was boosted by Aussie CPI, JPY weakened slightly post-PMI.US President Trump shifted his stance on Ukraine and said he thinks Ukraine, with the support of the EU, is in a position to fight and "win" all of Ukraine back in its original form.OpenAI, Oracle (ORCL), and Softbank (9984 JT) announced five new US data centres; NVIDIA (NVDA) director Mark A. Stevens sold over 350k common shares.European equity futures are indicative of a softer cash open with the Euro Stoxx 50 future -0.4% after cash closed +0.6% on Tuesday.Looking ahead, highlights include German Ifo Survey (Sep), Supply from Italy, UK, Germany, US, Speeches from BoE's Greene, Fed's Daly.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

En el episodio del 23 de septiembre de RadioGeek Podcast, los temas se centraron en las últimas noticias del mundo tecnológico. Se abordó una alerta de seguridad de la ONU, relacionada con el desmantelamiento de una red que amenazaba las telecomunicaciones, y se discutió la posibilidad de que YouTube restaure canales sobre el COVID-19 y las elecciones. También se habló sobre el fin de la posibilidad de hacer un downgrade a iOS 18.6.2 y de la colaboración de Oracle, OpenAI y SoftBank en el reentrenamiento del algoritmo de TikTok y la construcción de nuevos centros de datos. Por último, se destacó la llegada de las traducciones de mensajes a WhatsApp en iOS y Android, y la cobertura del evento de Acer en Argentina, donde la empresa presentó su nuevo line up. Alerta de Seguridad en la ONU – Desmantelada Red que Amenazaba Telecomunicaciones https://infosertecla.com/2025/09/23/alerta-de-seguridad-en-la-onu-desmantelada-red-que-amenazaba-telecomunicaciones/ YouTube Considera Restaurar Canales Censurados sobre la COVID-19 y las elecciones https://infosertecla.com/2025/09/23/youtube-considera-restaurar-canales-censurados-sobre-la-covid-19-y-las-elecciones/ Adiós al downgrade – El fin de las actualizaciones a iOS 18.6.2 https://infosertecla.com/2025/09/23/adios-al-downgrade-el-fin-de-las-actualizaciones-a-ios-18-6-2/ Oracle reentrenará el algoritmo de TikTok con datos de EE. UU. https://www.bbc.com/news/articles/c4gj7mlg9vdo OpenAI está construyendo cinco nuevos centros de datos Stargate con Oracle y SoftBank https://openai.com/index/five-new-stargate-sites/ WhatsApp comienza a implementar traducciones de mensajes en iOS y Android https://faq.whatsapp.com/2338676069842964 Cobertura del evento de Acer en Argentina, donde presentan nuevo line up (video del día) Video del día en las redes https://www.instagram.com/reel/DO95AdjjSDi/ ESPERAMOS TUS COMENTARIOS...

Last month, President Trump announced that the federal government had obtained a 10% stake in Intel, Oregon’s largest private employer. Nvidia, one of Intel’s biggest competitors, announced last week that it would invest $5 billion in Intel. The company also got a $2 billion investment from SoftBank. Mike Wilkerson, director of Economic Research at ECOnorthwest, joins us to talk about what all this means for Intel and for Oregon.  

En la edición de hoy de Radar Empresarial, abordamos un acuerdo trascendental en el ámbito de la inteligencia artificial: Nvidia ha decidido invertir 100.000 millones de dólares en OpenAI. La empresa dirigida por Sam Altman planea desarrollar centros de datos valorados en cientos de miles de millones, y para ello contará con los potentes chips de Nvidia. Esta alianza fortalece la posición de la compañía de Jensen Huang, asegurándole una relación estratégica con uno de los principales protagonistas del sector. A su vez, OpenAI obtiene acceso preferente a la tecnología más avanzada en procesamiento para inteligencia artificial. Este anuncio posiciona a OpenAI en el centro de las colaboraciones más influyentes dentro del ecosistema tecnológico actual. Además de su nuevo vínculo con Nvidia, la firma también participa activamente en el proyecto Stargate, una iniciativa conjunta en la que también intervienen gigantes como SoftBank y Oracle. Ambas empresas han firmado una carta de intención para desplegar 10 gigavatios de sistemas Nvidia destinados a OpenAI, lo que equivale al consumo energético de unos ocho millones de hogares, reflejando la envergadura de esta operación. La relación entre OpenAI y Nvidia no es reciente. En 2024, Nvidia ya había participado en una ronda de financiación para OpenAI, invirtiendo 6.600 millones de dólares, la más grande en la historia de la empresa de Altman. Esta inyección de capital permitió acelerar los avances en investigación de inteligencia artificial. Sin embargo, este tipo de acuerdos también ha generado controversia, especialmente por el cuestionamiento de la naturaleza sin fines de lucro de OpenAI, una crítica que ha sido repetida por figuras como Elon Musk, uno de los cofundadores originales. Este no ha sido el único acuerdo millonario que ha firmado OpenAI en lo que va del año. En julio, la compañía cerró un contrato de 30.000 millones de dólares anuales para acceder a 4,5 gigavatios de potencia computacional. Este compromiso, enmarcado también dentro del proyecto Stargate, representa el 25% de toda la capacidad actual de centros de datos en los Estados Unidos, lo que deja en evidencia la ambición y el crecimiento exponencial del sector.

The 5 things you need to know before the stock market opens today:  The House of Representatives set to vote today to fund the government through November 21st, Nvidia is paying more than $900 million to partner with startup Enfabrica, Netskope jumped in its Wall Street debut, homebuilder Lennar reported a decline in quarterly profits, and there are reports that Softbank's “vision fund” will lay off workers.  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.

L'industria automobilistica globale affronta calo dei profitti e aumento del debito, ora oltre 1.000 miliardi di dollari. In Europa le vendite 2025 caleranno del 2% (-3% in Italia), con crescita modesta prevista fino al 2030. I marchi cinesi guadagnano quote di mercato in Italia. La transizione verso l'auto elettrica accelera ma resta distante dagli obiettivi del Green Deal. In Italia la produzione è crollata del 54% dal 2017 e le emissioni di CO2 rimangono sostanzialmente stabili nonostante il calo del diesel. Affrontiamo il tema con Alberto Annicchiarico, Il Sole 24 ORE.Tunnel del Brennero, la sfida dell'intermodalità per l'autotrasportoIl completamento del cunicolo esplorativo della Galleria di Base del Brennero rappresenta un traguardo ingegneristico e strategico. La galleria, operativa nel 2032, ridurrà i tempi di percorrenza tra Fortezza e Innsbruck da 105 a 35 minuti per le merci, favorendo lo spostamento di traffico dalla strada alla ferrovia. L'obiettivo UE è raggiungere un equilibrio strada/ferrovia 50/50 entro il 2050. Per gli autotrasportatori significa minore congestione e maggiore sicurezza, ma anche minore flessibilità; il camion rimarrà essenziale per il primo e ultimo miglio, collegando terminal ferroviari efficienti. L'investimento complessivo supera i 10 miliardi di euro, con il 40% coperto dalla Commissione UE. Ne parliamo con Massimo Masotti, responsabile trasporti internazionali di ANITA.Nvidia soccorre Intel e investe 5 miliardi di dollariNvidia investirà 5 miliardi di dollari in Intel, acquistando azioni a 23,28 dollari ciascuna, con l'obiettivo di sviluppare nuovi prodotti per data center e IA. L'investimento rafforza il ruolo di Intel nell'intelligenza artificiale e fornisce slancio agli investitori. Intel, sotto pressione da tempo, ha ricevuto anche il sostegno del governo USA e di SoftBank. La collaborazione segna una fase positiva dopo mesi di difficoltà per la società. Il commento è di Enrico Pagliarini, Radio24.Euro digitale, passi avanti all'EurogruppoI ministri dell'Area Euro hanno raggiunto un accordo su istituzioni e limiti di possesso dell'euro digitale, considerato un passo avanti nel progetto europeo. La valuta digitale sarà un wallet personale collegato alla BCE, senza blockchain pubblica. Il lavoro continuerà con l'Ecofin per definire il quadro legislativo entro fine anno. Pressioni esterne, tra cui le stablecoin USA e le strategie cinesi, stanno influenzando le scelte future sulla progettazione e l'adozione dell'euro digitale. Cerchiamo di capirne di più con Ferdinando Ametrano, CEO CheckSig.

In today's Tech3 from Moneycontrol, we break down MeitY's big announcement awarding BharatGen over Rs 900 crore to build a trillion-parameter “mother model” under the IndiaAI Mission, and what it means for India's AI ecosystem. We also bring you Meta CMO Alex Schultz's insights on why India could emerge as an AI exporter, the IT sector's cautious response despite the Fed's rate cut, and SoftBank Vision Fund's 20% layoffs as Masayoshi Son doubles down on bold AI bets.

Neste episódio da série 'Cenários', Sonia Racy recebe Alex Szapiro, head do SoftBank no Brasil e Managing Partner para a América Latina. O executivo explica como a multinacional japonesa – uma das maiores investidoras mundiais com foco em tecnologia – está montando sua estratégia na América Latina.See omnystudio.com/listener for privacy information.

Tobias Kramer öffnet das echtgeld.tv Depot: Von den ersten Käufen wie Intel, Frosta & Equal Weight ETF bis zum aktuellen Stand von rund 340.000 €. Welche Aktien lohnen sich 2025 zu kaufen – und wo lauern echte Risiken? Highlights im Update: • Novo Nordisk: Von 120 € auf unter 40 € – Value Trap oder Einstiegschance? • Hypoport: Nachkauf trotz Abwärtstrend – wie realistisch ist das Comeback? • Shimano: -45 % im Depot – wann kommt die Wende? • The Trade Desk: Vom Highflyer zum Flop – Übertreibung oder Trendbruch? • SoftBank: KI-Rallye & Allzeithoch – Gewinne sichern oder laufen lassen? • Lyft & Baidu: Momentum, China-Risiken & KI-Fantasie im Check

Story of the Week (DR):The Cracker Barrel BSCracker Barrel scraps new logo design, keeps 'Old Timer' after listening to customersRestaurant chain's stock price sank following removal of 'Uncle Herschel' from brandingUncle Herschel wasn't just a marketing creation, he was a real person. Born Herschel McCartney, he was the younger brother of Cracker Barrel founder Dan Evins' mother and served as an early goodwill ambassador for the brand. A salesman for Martha White Flour Company for over three decades, Herschel traveled through rural America, building relationships in small-town general stores — the very kinds of places that inspired Cracker Barrel's original design and ethos.When Cracker Barrel introduced its iconic logo in 1969, the old-timer sitting beside the barrel was long thought by fans to be based on Herschel himself, though the company later clarified that this wasn't the case.In 2004, the Justice Department (during the George W. Bush administration) sued the chain for discriminating against Black customers. In 2006, they settled a lawsuit involving three of their Illinois restaurants for “discriminatory practices, racially charged language, and inappropriate touching.”Cracker Barrel's inconvenient fact: all the customers who loved its old logo had stopped going to the restaurantFounder Dan EvinsHis tone was considerably harsher when it came to defending a January 1991 directive to all the company's restaurants to fire employees “whose sexual preferences fail to demonstrate normal heterosexual values.” Mr. Evins's explanation for the edict was that gay people made customers in rural areas uncomfortable. As many as 16 openly or suspected gay employees were promptly fired.“They actually put a policy like this in writing, which was, and still is, shocking,” David Smith, a spokesman for the Human Rights Campaign.The New York City Employees Retirement System, which owned more than $6 million of Cracker Barrel shares, led other stock owners in using their votes and other legal means to organize resistance. In March 1991, Mr. Evins apologized and said the policy had been rescinded. But New York and its allies fought until 58 percent of the shareholders in 2002 persuaded Cracker Barrel's board to vote unanimously to explicitly forbid antigay discrimination in its equal employment policy.In July 2001, shareholders replaced Evins as CEO with Michael A. Woodhouse, who at the time was serving as the company's chief operating officer. Evins maintained his position as chairman of the board.Prior to founding the company, Dan worked for Consolidated Oil, a company founded by his grandfather.Cracker Barrel took down Pride page after rebrand fiascoCompany faced criticism over modernist redesign and support for LGBT causes before stock reboundThe website link for Cracker Barrel's Pride page, which used to boast that the company was "bringing the porch to Pride," now redirects to its "Culture and Belonging" page.Cracker Barrel previously sponsored the Nashville Pride Parade in 2024 and unveiled a line of rainbow-colored rocking chairs for Pride month. The company also has an LGBTQ employee resource group called the "LGBTQ+ Alliance," along with groups for veterans and other communities.Despite claims it's 'too woke,' Cracker Barrel actually has a fraught LGBTQ+ historyCracker Barrel received a score of zero on the inaugural index in 2002. The chain was criticized in the 1990s for discrimination against gay employees. In 1991, the company adopted a corporate policy stating that any worker who failed to demonstrate "normal heterosexual values" would be fired. Eleven employees were terminated under the rule, leading to boycotts and protests nationwide. Over time, Cracker Barrel's HRC score improved, reaching 80 in 2021 after the company took several public pro-LGBTQ stances.58 percent of the shareholders in 2002 persuaded Cracker Barrel's board to vote unanimously to explicitly forbid antigay discrimination in its equal employment policy.Proud Representation: Business Resource Groups: These voluntary, employee-led organizations are open to all employees and provide opportunities to network, develop leadership skills, and serve as cross-functional resources for our teams.AMPT (Advancing Modern Professionals for Tomorrow) aims to connect and empower modern professionals by promoting a community of inclusive, ambitious, and diverse members that unify through the Cracker Barrel to equip our community and leaders for the future. This BRG provides networking, development, and community outreach opportunities that supplement the professional and personal lives of its members.The mission of Be Bold is to cultivate and develop Black Leaders within the Cracker Barrel organization utilizing allyship, mentorship, and education to create a path to continued excellence as well as a vibrant and diverse community.B-Well: Cracker Barrel's Wellness BRG partners with the Benefits Department to improve the employee experience by sponsoring health and wellness activities that nurture employees' physical, emotional, financial, and intellectual well-being. Balance in these areas reduces distractions and allows employees to improve their focus and productivity.HOLA's mission is to promote Hispanic and Latino culture through hiring, developing, and retaining talent within Cracker Barrel. To create a culture of inclusivity and awareness through community outreach.LGBTQ+ Alliance: Supporting Home Office and Field employees to bring their whole selves to work while strengthening Cracker Barrel's relationship to the LGBTQ+ community.NeuroVerse Collective is focused on advocacy and education around Neurodiversity.Our Veteran's BRG, SERVE, is dedicated to advocating for leadership and development opportunities for its members. We foster an environment of networking and volunteerism while focusing on recruitment, retention, and advancement of Veterans at this company.Women's Connect: Our mission & goal is to inspire the women of Cracker Barrel by empowering, educating and engaging to achieve the strategic initiatives of Cracker Barrel.The anti-DEI purge continues: MMFed emphasizes its commitment to 'independence' as Lisa Cook pledges to sue over Trump's 'illegal' firingWhite House fires CDC director [Susan Monarez] who says RFK Jr. is ‘weaponizing public health'White House names RFK Jr deputy Jim O'Neill as replacement CDC directorUnlike Monarez, O'Neill, a former investment executive, does not have a medical or scientific background. He served as a speechwriter for the health department during the George W Bush administration, and went on to work for the tech investor and conservative mega-donor Peter Thiel.Trump Fires Member of Board That Approves Railroad MergersRobert E. Primus received an email from the White House terminating his position, but he said he would continue his duties.The Oligarchy Rules!: Trump makes the government Intel's largest investorIntel has entered into an agreement with the U.S. government, specifically the Department of Commerce, for an $8.9 billion investment in the company. This investment is in the form of the government purchasing Intel common stock.The U.S. government will gain a nearly 10% stake in Intel.This funding is part of the CHIPS and Science Act and the Secure Enclave program, aimed at boosting the domestic semiconductor industry.The government's ownership will be passive, with no board representation or governance rights.Each Warrant represents the right to purchase one share of common stock at an exercise price of $20.00 per share.On August 18, 2025, Intel Corporation entered into a Securities Purchase Agreement with SoftBank Group Corp. pursuant to which SoftBank agreed to purchase 86,956,522 shares of the Company's common stock for an aggregate purchase price in cash of $2.0 billion, representing a price per share of $23.00 per share.Goodliest of the Week (MM/DR):DR: Korea passes boardroom reform, curbing chaebol power MM DRMM: Red Lobster Is Betting on Black Diners With Its Brand ComebackMM: Bluesky now platform of choice for science communityAssholiest of the Week (MM):Shareholder democracyFrom Mike Levin, host of Shareholder Primacy and writer of the Activist Investor newsletter: Followers here should recall ten current and former TSLA directors agreed to repay about $735 million in comp they received from 2017-2020 as part of a settlement of a derivative lawsuit, Detroit v. Tesla.February 25, 2025 - TSLA receives $735 million in cash and returned options from ten director defendants, five of which currently serve on the TSLA BoD, without specifying how much each defendant paidMarch 31 - We filed our opening brief, acknowledging that receipt of the damages and noting the five director defendants currently on the TSLA BoD had not filed SEC Form 4 showing a change in options holdings to reflect returned optionsApril 29 or 30 - TSLA BoD authorizes cancellation of options to reflect the settlementMay 1 - The five defendants currently on the TSLA BoD file Form 4 showing return of options as part of the settlement.It is impossible for Tesla to have received Settlement Options from Current Director Defendants by February 25, 2025 and for Current Director Defendants to have conveyed them to Tesla on May 1, 2025. Either Tesla misrepresented receipt of the Settlement Amount in a sworn affidavit or Current Director Defendants failed to timely file Form 4 with the SEC.From Kevin Barnes of K-Bar Holdings LLC, shareholder proponent at Eagle Materials:Files shareholder proposal to de-classify the board by amending the charter via Special Meeting in the June 23, 2025 proxy statementAt the AGM held August 4, 2025, Barnes wins the advisory vote… by a LOT - 92% in favor (92%!!!) - made more impressive given that 37.3% of shares are held by Fidelity, Vanguard, BlackRock, and JPM, not exactly communistsKevin emailed me Tuesday to say Eagle “has yet to notice a Special Meeting to formalize [the amendments]”On August 16th, 19 days after Samsara (where Marc Andreessen and Sue Wagner spend their time) held its AGM, the company added Gary Steele (whose company Shield AI is private and funded in large part by Andreessen Horowitz) to the boardQorvo, after John Cheveddan's shareholder proposal asking for the right of investors to call special meetings failed with 44% in favor and approved pay with just 59% in favor, ONE DAY after the annual meeting the board “approved” giant golden parachutes for the executivesMeritocracyRobert Primus: Trump Fires Member of Board That Approves Railroad Mergers“Robert Primus did not align with the president's America First agenda, and was terminated from his position by the White House.” He added, “The administration intends to nominate new, more qualified members to the Surface Transportation Board in short order.”Primus is a black man who went to Harvard and Hamton and has more than 20 year experience in politics - he was given the position originally by TrumpLisa Cook: Trump says he's removing Fed governor Lisa Cook, citing his administration's allegations of mortgage fraudLetitia Jones: Justice Dept. Abruptly Escalates Pressure Campaign on a Trump AdversaryMuriel Bowser, Karen Bass: Cities led by Black women are the first targets of Trump's political power grabKnow your surrendering boards DRCracker Barrel CEO Under Pressure To Resign After Logo U-TurnCarl Berquist (2019), Chair, ex Arthur AndersenJody Bilney (2022), ex HumanaSteve Bramlage (2025), Casey's GeneralGilbert Davila (2020), diversity marketing CEO (PoC!)John Garratt (2023), ex Dollar GeneralMichael Goodwin (2024), tech at PetSmart (PoC!)Cheryl Henry (2024), ex Ruth'sJulie Felss Masino, CEOGisel Ruiz (2020), ex Sam's Club (PoC!)Daryl Wade (2021), ex Union Square Hospitality (PoC!)Cracker Barrel board member under fire for DEI backgroundTrump makes the government Intel's largest investorFrank Yeary (2009), Chair, PE/VC tech guyJim Goetz (2019), SequoiaAndrea Goldsmith (2021), dean at PrincetonAlyssa Henry (2020), ex CEO of BlockEric Meurice (2024), ex ASML HoldingsBarbara Novick (2022), ex Blackrock founderSteve Sanghi (2024), Microchip TechnologyGreg Smith (2017), ex BoeingStacy Smith (2024), ex KioxiaDion Weisler (2020), ex HPHeadliniest of the WeekDR: Pork Industry Leader David Newman Selected as National Pork Board's Next CEOMM: Jeff Bezos Said He Would Have 'Felt Icky' Had He Taken Any More Shares Of Amazon: 'I Just Didn't Feel Good...'MM: Sam Altman says colleagues are glad he's a dad now, because they think raising a child will help him make ‘better decisions for humanity'Who Won the Week?DR: Hopeful Susan Collins slayer and oyster farmer Graham Platner: “I did four infantry tours in the Marine Corps and the army. I'm not afraid to name an enemy, and the enemy is the oligarchy. It's the billionaires who pay for it, the politicians who sell us out.”MM: Journalists who listen to Business Pants: Cracker Barrel's inconvenient fact: all the customers who loved its old logo had stopped going to the restaurant - where Dee Ann Durbin of the AP literally took my rant about foot traffic and stock movements part for partPredictionsDR: The following lines will be deleted from Cracker Barrel's next proxy statement:[The Public Responsibility Committee ] “Reviews the Company's progress in its diversity and inclusion initiatives and compliance with the Company's responsibilities as an equal opportunity employer”“ In addition, our nominees — including five (5) women and three (3) individuals who are racially or ethnically diverse — embody the diversity that we believe is critical to the effective functioning of any public company board today, particularly in a consumer-facing industry such as ours.”“Board Diversity Matrix”Or at least the following term from that matrix: “Non-Binary”“Gilbert R. Dávila, age 61, first became one of our directors in July 2020. Since 2010, Mr. Dávila has served as the President and Chief Executive Officer of DMI Consulting — a leading multicultural marketing, diversity & inclusion, and strategy firm in the United States.”Cracker Barrel board member under fire for DEI background after restaurant ditches traditional logo MM: Ramon Laguarta, the CEO of Pepsi, quietly scraps a plan for their brand Quaker Oats to remove the picture of the old white quaker guy from the cartons of oats and instead asks the marketing team to make the quaker guy even older and whiter and possible they should consider adding a shotgun in his hands with “boobs rule” written on the side of it

Nvidia's earnings report signalled solid growth, cryptocurrencies are taking a hold of Venezuela's economy, and more than half of the UK's biggest listed companies chose external candidates as their new chief executive. Plus, SoftBank's Masayoshi Son has become an unofficial diplomat between Washington and Tokyo. Mentioned in this podcast:Nvidia revenue jumps 56% on robust AI demandHow SoftBank's Masayoshi Son became Donald Trump's favoured foreign investorCrypto goes mainstream in VenezuelaLondon's rush for external CEO candidates shows succession planning weaknessToday's FT News Briefing was produced by Sonja Hutson and Marc Filippino. Additional help from Blake Maples and Gavin Kallmann. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

A.M. Edition for Aug. 19. President Trump is calling for a three-way summit with Ukrainian President Volodymyr Zelensky and Russian President Vladimir Putin, after an Oval Office meeting with NATO and European leaders ends with the path to peace still uncertain. Plus, SoftBank invests $2 billion in embattled chip maker Intel. And, in the first part of our series on The Price of Parenting, WSJ's Sandra Kilhof and Te-Ping Chen discuss what it's like to support a family with a modest income in America. Azhar Sukri hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Databricks is raising funds at a $100 billion valuation. The U.K. has reportedly dropped a request to access encrypted data from Apple's U.S. users. Ariana Aspuru hosts.  Learn more about your ad choices. Visit megaphone.fm/adchoices

From the BBC World Service: Japan's SoftBank has invested $2 billion in U.S. chipmaker Intel, which has been losing ground lately in the booming AI market. It also comes as the U.S. government weighs whether to take a direct stake in the company. And, as historic White House talks spark hopes of a Putin–Zelensky summit, the war in Ukraine grinds on, with Russia turning to North Korea to plug major labor gaps.

In this episode, Scott Becker reviews five key business stories including Intel's surge on SoftBank investment news, Palantir's rare five-day decline, and more.

From the BBC World Service: Japan's SoftBank has invested $2 billion in U.S. chipmaker Intel, which has been losing ground lately in the booming AI market. It also comes as the U.S. government weighs whether to take a direct stake in the company. And, as historic White House talks spark hopes of a Putin–Zelensky summit, the war in Ukraine grinds on, with Russia turning to North Korea to plug major labor gaps.

OpenAI's Sam Altman, flanked by President Trump and Softbank's Masayoshi Son, announced a hugely ambitious investment in data centers across America to support all the artificial intelligence we're going to be using. Months in, the project has been scaled back to a single, power-hungry data center in Ohio. Guest: Berber Jin, reporter covering A.I. for the Wall Street Journal Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Learn more about your ad choices. Visit megaphone.fm/adchoices