Podcasts about softbank

Japanese conglomerate company

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Trumpcast
Slate Money - The Greenspanaissance

Trumpcast

Play Episode Listen Later Jun 27, 2026 49:42


This week: Former Federal Reserve Chairman Alan Greenspan passed away at the age of 100. Today: Felix Salmon, Elizabeth Spiers, and Emily Peck examine Greenspan's legacy and the way it's being emulated by the Fed's current chair, Kevin Warsh. Then, the hosts discuss succession at JPMorgan now that CEO Jamie Dimon's latest heir apparent, Marianne Lake, has left the company. And finally they look at the latest PowerPoint from SoftBank's Masayoshi Son and try to understand if a goose has value and if eggs can lay more eggs. In the Slate Plus episode: The New Meme Stock on the BlockWant to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen.Podcast production by Jessamine Molli. Hosted on Acast. See acast.com/privacy for more information.

WSJ Tech News Briefing
TNB Tech Minute: SoftBank CEO Dismisses Idea of AI Data Centers in Space

WSJ Tech News Briefing

Play Episode Listen Later Jun 23, 2026 2:44


Plus: Walmart buys French advertising tech firm, Vibe.co. And Tesla's European monthly sales bounce back. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ Tech News Briefing
TNB Tech Minute: FDA Reverses Rejection of Another Rare-Disease Drug

WSJ Tech News Briefing

Play Episode Listen Later Jun 22, 2026 2:39


Plus: Chevron strikes deal with Microsoft to power West Texas AI data center. And a SoftBank-backed robotics company plans to go public in Hong Kong. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
20VC: Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs | Memory Becoming the Moat | Where Value Accrues: Infra, Models, or Apps? | Why Enterprise AI is Not Ready & Systems of Record vs Systems of Intelligence

The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

Play Episode Listen Later Jun 22, 2026 74:19


Nikesh Arora is the Chairman and CEO of Palo Alto Networks, the global cybersecurity leader. Since taking over in 2018, he has transformed the company from an $18 billion market cap business into one worth more than $225BN with more than 21,000 employees globally. Previously, Nikesh was President and COO of SoftBank, where he worked alongside Masayoshi Son and helped shape the firm's technology investment strategy.  AGENDA: 00:00 Why AI Token Prices Will Fall 90% — And Why That's Bullish for AI 07:40 The Frontier Model Problem: Breadth vs Depth in AI 11:30 Most Enterprises Are Using AI Completely Wrong 13:10 Why AI Could Cut Marketing, HR & Finance Teams in Half 16:00 AI Applications Will Have Opinions — SaaS Never Did 20:00 OpenAI, Anthropic & The Most Important Valuation Question in Tech 24:00 The Real Business Model of AI: Transaction Revenue Beats Advertising 25:10 Why Token Prices Must Collapse 28:20 Where Value Actually Accrues in AI: Models, Memory or Apps? 29:00 Why Memory Becomes the Biggest Moat in AI 32:00 Why Every Enterprise Should Be Scared Right Now 33:15 Should Governments Regulate Frontier AI Models? 37:10 Why Brian Armstrong's AI-First Playbook Doesn't Work Everywhere 40:00 The Biggest AI Mistake CEOs Are Making Today 42:00 How Nikesh Creates Darwinian Competition Inside Palo Alto 43:00 Do AI Companies Really Need Forward-Deployed Engineers? 45:00 Why Enterprise AI Products Still Aren't Ready 52:00 Systems of Record vs Systems of Intelligence: The Future of Software 54:00 Why AI Applications Will Replace Traditional SaaS Workflows 58:00 What Nikesh Learned From Google That Still Matters Today 1:04:00 From $200 and Two Suitcases to Running a $225B Company 1:10:00 Happiness, Gratitude and Why Tomorrow Matters More Than Ten Years From Now    

Giappone nel mondo
Festival equestre, intelligenza artificiale e turismo in Giappone — Focus Giappone (Giappone nel Mondo)

Giappone nel mondo

Play Episode Listen Later Jun 22, 2026 9:24


Benvenuti e bentornate in questa nuova collaborazione di Giappone nel mondo. Oggi vi presento Focus Giappone, la rassegna stampa curata da Simone Ottuzzi, creatore del canale YouTube Omotenashi Anime e caro amico. Ogni lunedì alle 6:00 vi porterà le notizie più interessanti della settimana dal Sol Levante, arricchendo il nostro feed con contenuti freschi e approfonditi. Passate a salutare Simone sul suo canale Omotenashi Anime e… buon ascolto!-- Link utili: --- Valutate l'idea di ISCRIVERVI al canale di Simone OMOTENASHIANIME: https://www.youtube.com/@OMOTENASHIANIME- Il canale YouTube su Giappone nel Mondo: https://www.youtube.com/@giapponenelmondo- Il nostro canale su approfondimenti e cultura pop LIVE PLOT-TWISTER: https://www.youtube.com/@plot-twister--- SHOWNOTES ---RIASSUNTO:Focus Giappone ripercorre le principali notizie della settimana dal Giappone: il tradizionale festival equestre Chagu Chagu Makko a Iwate, la collaborazione tra Softbank e OpenAI per la sicurezza informatica, il calo dei visitatori stranieri a causa della Cina, l'esportazione del vino Yamanashi in Brasile e la pesca del grongo in Tokushima.CAPITOLI: 00:00  Introduzione a Focus Giappone 00:37  Festival equestre Chagu Chagu Makko a Iwate 01:46  Softbank e OpenAI collaborano per la sicurezza informatica 04:01  Calo dei visitatori stranieri in Giappone a maggio 05:50  Export del vino Yamanashi in Brasile 07:21  Pesca del grongo Hamo in TokushimaARGOMENTI: - Festival equestre Chagu Chagu Makko nella prefettura di Iwate - Collaborazione Softbank e OpenAI per servizi di sicurezza informatica - Calo del turismo straniero in Giappone, soprattutto dalla Cina - Esportazione del vino koshu della prefettura di Yamanashi verso il Brasile - Pesca del grongo Hamo in Tokushima - Son Masayoshi e il ruolo dell'intelligenza artificiale nella sicurezza - Turismo in ripresa da Corea del Sud e Taiwan - Sfide economiche nel settore della pesca giapponeseDESCRIZIONE SEO (per Spotify):La puntata di questa settimana di Focus Giappone affronta le principali notizie dal Giappone: dal suggestivo festival equestre Chagu Chagu Makko nella prefettura di Iwate, alla collaborazione strategica tra Softbank e OpenAI per servizi di sicurezza informatica. Si analizza il calo dei visitatori stranieri a maggio dovuto principalmente al deterioramento delle relazioni con la Cina, mentre continua l'export di vini pregiati verso il Brasile. Infine, uno sguardo alla stagione della pesca del grongo in Tokushima, una prelibatezza estiva tra le più apprezzate in Giappone.

echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF
egtv #466 Mein 800.000 €-Fehler: Warum er nichts mit Aktien zu tun hatte | Q&A Teil 2

echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF

Play Episode Listen Later Jun 19, 2026 68:53 Transcription Available


Es gibt Sendungen, in denen ich über Aktien spreche. Und es gibt Sendungen, in denen ich über Dinge spreche, die mich wirklich etwas gekostet haben. Diese hier ist beides. Im zweiten Teil der Q&A-Reihe beantworte ich weiter Eure Fragen, mit echten Zahlen, echten Fehlern und einer Geschichte, die ich noch heute nicht ohne ein gewisses Kribbeln erzähle. Mein größter Fehler: Kein schlechter Trade, keine falsche Aktie. Sondern ein Auto, das mich etwas Geld kostete und eine Wohnung, bei der mir fast 800.000 Euro durch die Lappen gingen, denn "Vertrauen ist der Anfang von allem" war nur Werbung... LVMH bei minus 42 Prozent: Sabine fragt, ob sie verkaufen soll. Ich bin selbst im Minus. Meine Antwort überrascht vielleicht. Marvell Technology bei plus 300 Prozent: 25 Prozent verkauft. Zu wenig oder genug? Was ich an Michaels Stelle tun würde. Wann realisiert man Gewinne? Heiko fragt die eine Frage, die kaum jemand beantwortet. Ich versuche es mit Intel, Hochtief und Softbank als Beispiele. Wenn ich nur eine einzige Aktie halten dürfte. Welche wäre es? Na, welche wohl? Kein Musterdepot! Echtes Geld, echte Erfolge und echte Fehler! Hausaufgabe von Tobias: Welchen finanziellen Fehler bereut ihr am meisten und was habt ihr daraus gelernt? Schreibt es in die Kommentare.

No Priors: Artificial Intelligence | Machine Learning | Technology | Startups
Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan

No Priors: Artificial Intelligence | Machine Learning | Technology | Startups

Play Episode Listen Later Jun 18, 2026 44:59


At 66 years old, instead of heading towards retirement, former Cadence CEO and legendary investor Lip Bu Tan decided to take on the hardest job in tech: turning Intel around. Elad Gil and Sarah Guo sit down with Intel CEO Lip Bu Tan to talk about why he took the job and what “saving” Intel actually looks like. Tan explains how his experience in startup culture informed his decisions to drive Intel's culture towards faster decisions, focus on customer satisfaction, and engineer accountability. He also discusses his strategy to strengthen Intel's balance sheet by welcoming investments from Jensen Huang's Nvidia, Softbank, and the US government. Tan also shares his product roadmap that centers the CPU for agentic AI and inference, the collaboration with Elon Musk on Terafab, his investing framework for semiconductors, and his views on how AI is reshaping design and operations at, as he puts it, a ‘legacy spreadsheet' tech company.         Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @LipBuTan1 | @intel Chapters: 00:00 – Cold Open 01:01 – Lip Bu Tan Introduction 01:24 – Why Lip Bu Took the Reins at Intel 03:00 – Fixing Culture 04:08 – Intel's 10-Year Vision 07:57 – Working with Elon Musk on Terafab 09:59 – Shifting Supply Chain for Semiconductors 15:34 – Limits to Scaling and Packaging 18:30 – Physical Limits to Engineering and Design 20:33 – Challenges in Semiconductor Investing 26:29 – Lessons from Cadence 28:02 – Scaling and Investment Decisions 32:03 – Rethinking Teams in AI Era 34:31 – Industrial Policy and Funding 37:25 – What Investors Misunderstand About Intel 41:10 – Where Compute Will Live 44:59 – Conclusion

Dark Racial Humor
SpaceX's $75B Record IPO, Fable 5 Regulation & OpenAI's $1T S-1 Filing | Ricker and Bon #429

Dark Racial Humor

Play Episode Listen Later Jun 17, 2026 75:27


SpaceX priced its IPO at $135 per share on June 11 and began trading on the Nasdaq under ticker SPCX on June 12, raising roughly $75 billion at a $1.75 trillion valuation - the largest initial public offering ever, dwarfing Saudi Aramco's $29B record from 2019. The stock opened at $150, jumped more than 20% intraday, and closed its first session at $161.11, up about 19% from the offer price. With about 556.6 million shares sold, SpaceX instantly became one of the most valuable companies ever to go public and gave public investors their first direct stake in Starlink and Starship.The U.S.-Iran confrontation that has kept the Strait of Hormuz contested for months drove another volatile week in energy markets, with crude having spiked toward triple digits earlier in the standoff before easing back toward the mid-$80s as diplomacy gained traction. Roughly 27% of seaborne crude moves through Hormuz, and analysts have warned prices could spike dramatically if the chokepoint stays disrupted. By Friday, Iranian media described a draft deal that would lift oil sanctions and reopen the Strait, with reports of a possible signing in Switzerland as soon as the weekend - sending crude down about 2% to near $85 and lifting risk assets.OpenAI said on June 8 that it had confidentially submitted a draft S-1 registration statement to the SEC, the clearest signal yet that the AI leader is moving toward a public listing. Reporting puts the targeted valuation in the roughly $850 billion to $1 trillion range, building on the $852 billion post-money valuation from its March 2026 raise led by SoftBank and Microsoft. OpenAI has reportedly tapped Goldman Sachs and Morgan Stanley to lead the deal, with a possible listing window stretching from September into Q4 2026.At WWDC on June 8, Apple unveiled Siri AI, a rebuilt assistant with conversation history, personal-context awareness, a dedicated Siri app, and customizable voice and pacing - the long-delayed AI overhaul it has been under pressure to deliver. The company also showed iOS 27, refinements to its Liquid Glass design language, new family-safety tools, and the next macOS, named Golden Gate. The event doubled as Tim Cook's final WWDC keynote as CEO; John Ternus is set to take over in September.Tesla and Elon Musk's xAI unveiled a joint project called Digital Optimus, billed as the first major outcome of Tesla's roughly $2 billion investment in xAI. The effort fuses Tesla's humanoid-robot hardware and efficiency with xAI's reasoning models, and Musk said a user-ready version could arrive within about six months - targeting roughly September 2026. The reveal deepens the cross-pollination between Musk's companies and lands alongside a June 12 signal from Musk that Tesla's partnership with Nvidia is heading to the next level.Anthropic launched the Claude Partner Network - including a new Services Track and Partner Hub - and committed an initial $100 million to help consulting firms, professional-services providers and specialist AI shops deploy Claude inside enterprises. The company said it will expand its partner-facing team roughly fivefold with applied AI engineers and technical architects, and reported early traction of more than 40,000 firm applications and over 10,000 certified consultants. It is a clear move to win the enterprise layer, where adoption is gated by integration and services rather than raw model quality.If you want a prize, send us a DM:instagram.com/rickerandbontiktok.com/@rickerandbonyoutube.com/@rickerandbon

MONEY FM 89.3 - Your Money With Michelle Martin
Market View: IPO Fever, Peace Deals & the Next Asian Market Darlings  

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Jun 16, 2026 18:08


Could Asia be entering a new IPO boom just as geopolitical tensions ease? SpaceX's explosive debut grabs headlines, but are Xiaohongshu and Foundation Healthcare the listings investors should really be watching? Can a tentative U.S.-Iran peace deal sustain the global rally, or is this simply a relief bounce fueled by falling oil prices? From BlackRock's hospitality bet to Nvidia's debt raise, China's AI challenger Zhipu, and SoftBank's surge, where is smart money flowing next? Hosted by Michelle Martin, we explore the winners, losers and emerging opportunities reshaping the investment landscape.See omnystudio.com/listener for privacy information.

The Product Market Fit Show
He quit his $50M ARR startup to work as a paralegal—then raised a $60M Series A. | Dan Mishin, Founder of Manifest

The Product Market Fit Show

Play Episode Listen Later Jun 15, 2026 42:37 Transcription Available


Dan founded and scaled a $50M ARR, SoftBank-backed startup—and could've stayed to make tens of millions. Instead, he handed it to his chief of staff and started from scratch. He wanted something bigger. He took an entry-level paralegal job to learn everything about law hands on. Then he built Manifest, which just raised a $60M Series A.In this episode, Dan breaks down why he did intake calls for 1,000 legal clients before building anything, how free Slack communities turned Fortune 500 HR managers into buyers without a dollar of ads, and why he refused to sell software to law firms even when investors told him he was crazy.Why You Should ListenHow 2 months working as a paralegal beat years of customer discovery.How free Slack communities turned Fortune 500 HR managers into clients.Why earned media compounds like an asset while paid ads burn like an expense.Why impact is the best driver for starting startups.Keywords startup podcast, startup podcast for founders, product market fit, finding pmf, legal tech, legal AI, AI-native law firm, immigration law, services as software, community-led growth, earned media, customer discovery, Dan Mishin, ManifestChapters00:00:00 Intro00:06:34 Walking Away from $50M ARR00:13:12 Why Immigration Law Has AI Leverage00:18:01 The AI-Native Law Firm Model00:21:49 1,000 Intake Calls Before Building Anything00:30:21 Turning Free Communities Into Buyers00:37:20 Earned Media That CompoundsSend me a message to let me know what you think!

Aktieuniverset
#297 - SpaceX-IPO'en er her: Verdens største nogensinde, Iran war update, ECB hæver renten, Stablecoins vs. Visa & Mastercard, ugens tema: USA vs. Europa som investeringscase + meget mere

Aktieuniverset

Play Episode Listen Later Jun 13, 2026 71:32


Dagen er kommet: SpaceX går på børsen i, hvad der bliver verdens største IPO nogensinde - omkring tre gange så stor som Aramcos rekord og prissat til ~1,7 billioner dollars. Mads og Mathias forsøger at danne overblik over de specielle lock-up-regler, de ~4% af aktierne der frigives, performance-triggers og Elons egen etårige binding. Vigtigst af alt folder de bull-casen ud: et klip med tech-investor Brad Gerstner, der kalder aktien en "must-own" for institutionelle investorer - og hvorfor den danske value-tilgang ifølge Mads helt misforstår, hvad SpaceX i virkeligheden er. Reusable rockets, terrestriske datacentre, Google som ny storkunde og Starlink er hele regnestykket.   Undervejs er der war update fra Iran (olien i 84 dollar som fredstegn, nedskudt Apache-helikopter, spændinger mellem Netanyahu og Trump og en fredsplan på bordet), et CPI-tal på 4,2% - det højeste siden 2023 - og en ECB der hæver renten midt i en svag europæisk økonomi, mens Kevin Walsh-tesen om lavere renter i USA lever videre. På kryptosiden har Bill Gurley en skarp pointe om, hvordan stablecoins truer Visa og Mastercard, der har den højeste operating margin i forretningshistorien. Plus markedsnyheder: Google køber TPU'er hos Intel, Supermicro rejser 7 mia. dollars (og falder 28%), SoftBank dykker 8%, og Jeff Bezos starter ingeniør-AI-selskabet Prometheus.   Ugens tema er USA vs. Europa som investeringscase: teknologisk lederskab, en amerikansk ledelse der aktivt accelererer innovation (billig energi, fjernet red tape, klar vision), og skiftet fra finansialisering mod produktion. Mads' Bloomberg-overskriftsanalyse siger det meste - en lang liste af amerikanske tech-navne over for Europas ene: ASML. Plus ugens køb i Pluto.Markets-porteføljen: Supermicro Computer, Ciena (CIEN) og Marvell.     Denne episode er sponsoreret af Naluvi. Peter Jensen hjælper små og mellemstore virksomheder med alt inden for regnskab, rapportering og økonomi. Læs mere om de forskellige services på Naluvi.dk.   Denne episode er sponsoreret af Finobo. Få et gratis økonomitjek hos specialisterne i låneoptimering ved at bruge linket: finobo.dk/gratis-oekonomitjek-aktieuniverset/ Prøv den nye omlægningsberegner på Finobo.dk/beregner-omlaegningsberegner/?utm_source=aktieuniverset   Denne episode er sponsoreret af Pluto.markets. Invester i aktier og ETF'er uden kurtage. Læs mere på pluto.markets, og se vores modelportefølje på pluto.markets/aktieuniverset.   Skriv os en mail på aktieuniverset@gmail.com, hvis du og dit produkt vil være en del af sponsorfamilien af podcasten.     Tjek os ud på: FB gruppe: ⁠facebook.com/groups/1023197861808843⁠ X: ⁠x.com/aktieuniverset⁠ IG: ⁠instagram.com/aktieuniversetpodcast⁠   Aktieuniverset modelportefølje: Modelporteføljen samt tilhørende vilkår og disclaimer kan ses på pluto.markets/aktieuniverset   DISCLAIMER: Aktieuniverset indeholder markedsføring af investeringsforeningen Portfoliomanager NewDeal Invest, kl n (PMINDI), som Mads Christiansen er investeringsrådgiver for. Podcasten kan ligeledes referere til andre fonde. Indholdet i podcasten udtrykker alene værternes og gæsters egne holdninger, refleksioner og analyser, og skal ikke opfattes som en personlig anbefaling af bestemte værdipapirer eller strategier. Podcasten skal ikke anses som investeringsrådgivning, da den enkelte lytters finansielle situation, nuværende aktiver eller passiver, investeringskendskab og -erfaring, investeringsformål, investeringshorisont, risikoprofil eller præferencer ikke kan inddrages. Det afhænger af den enkelte investors personlige forhold og målsætning, om en bestemt investering eller investeringsstrategi er hensigtsmæssig, og vi anbefaler, at man rådfører sig med sin investeringsrådgiver, inden en eventuel beslutning om investering tages. PMINDI kan findes via Nordnet (nordnet.dk/markedet/investeringsforeninger-liste/18148998-portfolio-manager-new-deal-invest), Saxo Bank (saxoinvestor.dk/investor/page/product/Fund/38109485) eller ved at søge på ”DK0062499810” i din egen netbank. PMINDI er kun egnet for investorer med høj risikovillighed og en investeringshorisont på mindst 5 år. Alt investering medfører risiko, herunder potentielt tab af kapital. Historisk afkast er ikke en indikator for fremtidigt afkast, der kan afvige meget eller være negativt. Læs PRIIP KID for PMINDI for fulde risikoscenarier: https://fundmarket.dk/newdeal-invest-kl-n/. Overvej risici og fordele nøje før investering. Læs mere om risici her: newdealinvest.dk/risici/ og generelt om investeringsforeningen på newdealinvest.dk. Vil du have en månedlig oversigt over alle positionerne i PMINDI? Så skriv dig op til nyhedsbrevet her: newdealinvest.dk/nyhedsbrev/. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Digital Currents
AI's Trillion-Dollar Moment

Digital Currents

Play Episode Listen Later Jun 12, 2026 56:41


This episode of ABCD Roundup features a conversation about the approaching SpaceX IPO and reported surge in investor demand, the potential for quantum computing to address energy and compute constraints, and how the US AI boom may be affecting China. The discussion also touches on recent AI model releases, noting Anthropic's launch of Claude Fable 5, described by the company as a "Mythos-class" model adapted for general use, as well as reports that SoftBank sought to borrow $6 billion against its OpenAI stake before its shares declined roughly 9.7%.   The episode's "Chart of the Week" segment focuses on Pre-IPO Preparations Volume.  Remember to Stay Current!  To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com  Legal Disclaimer  This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

The Wolf Of All Streets
Bitcoin Just Hit The 2022 Bottom Signal At $62K – 10M Underwater

The Wolf Of All Streets

Play Episode Listen Later Jun 11, 2026 29:08


Bitcoin just triggered the signal that has marked every previous bear market bottom — half of all circulating BTC supply (roughly 10.5 million coins) is now trading at a loss per Glassnode/K33 Research, the first time this has happened since the late 2022 cycle low. But realized losses over the last 30 days sit at just 187,000 BTC versus 1.2 million after the FTX collapse, meaning capitulation hasn't actually hit yet. Meanwhile, Japan just delivered the biggest bullish policy shift of 2026 — reclassifying crypto as financial products, slashing the tax rate from 55% to 20%, and opening the door to spot crypto ETFs. Add Wall Street dumping $10.8 billion of tech stocks last week (largest tech outflow ever recorded), SoftBank trying to borrow $6 billion against its OpenAI stake just to keep funding OpenAI, Warren's Hail Mary to delay tomorrow's $75B SpaceX IPO, and the historical reality that the 10 biggest IPOs in history dropped 35% in their first six months — and today's setup may be the cleanest historic bottom signal we've seen in three years. We break down whether the supply-in-loss signal actually holds, why capitulation hasn't fully hit yet, what Japan's bombshell means for the bull case, and which catalysts could trigger the real cycle bottom before $50K comes into play. Learn more about your ad choices. Visit megaphone.fm/adchoices

FactSet U.S. Daily Market Preview
Financial Market Preview - Wednesday 10-Jun

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jun 10, 2026 5:07


S&P futures are down (0.5%) as of now and indicating a lower open today. Asian markets closed mostly lower on Wednesday, weighed down by geopolitical concerns and semiconductor-driven selling pressures. Japan's Nikkei fell (1.9%), with SoftBank closed (8%) lower following stalled OpenAI-backed loan talks. Korea's Kospi closed sharply lower, nearly wiping out Tuesday's rally. Greater China markets recorded relatively milder losses. European markets are slightly higher in early trading.Companies Mentioned: OpenAI, Blackstone, Starbucks

Beurswatch | BNR
Corona-slachtoffer Aalberts vecht zich terug de AEX in

Beurswatch | BNR

Play Episode Listen Later Jun 10, 2026 22:42


Aalberts keert, over twee weken, terug in de AEX. Het technologiebedrijf was daar jaren te vinden, maar verdween tijdens de coronapandemie. Om nu dus weer z'n comeback te maken. Het neemt het plekje in van koffieboer JDE Peet's, dat juist van de beurs vertrekt. Een aandeel dat in een half jaar al zo'n 40 procent is gestegen. Goede reden voor ons om het te hebben over dit aandeel. Blijft dit aandeel nu wél langer in de hoofdindex? En zit er nog groei in het aandeel. Hebben we het ook over een andere promotie, die van CSG. Het defensiebedrijf rolt de Midkap-index in. Verder staan we stil bij de beursgang van SpaceX. Het wil vrijdag 75 miljard dollar ophalen, maar kan 250 (!) miljard dollar krijgen. Geld dat vooral van particulieren komt. Zelfs van Chinezen, die op creatieve manieren de regels van de regering omzeilen. Ook staan we stil bij kwartaalrapportages. Moeten die niet verplicht terugkeren in Europa? En we bespreken de bizarre cijfers van TSMC. Die overschaduwd worden door een gerucht over nieuwe exportrestricties. Te gast: Thomas Pellegrom, van ABN Amro MeesPierson BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Do Zero ao Topo
Asaas: os irmãos nerds que criaram uma fintech de R$ 1 bilhão #283

Do Zero ao Topo

Play Episode Listen Later Jun 8, 2026 72:47


Diego e Piero fundaram o Asaas, em Joinville, após identificarem uma dor simples: pequenas empresas não conseguiam cobrar clientes de forma fácil. O que começou como um software quase fracassado virou uma das fintechs que mais crescem no Brasil, com operação 100% remota, lucro bilionário e investidores como SoftBank. Em entrevista para Mariana Amaro, em mais um episódio Do Zero ao Topo, Diego Contezini, cofundador do Asaas, conta como a empresa pivotou, enfrentou quase uma década difícil e construiu uma cultura diferente no mercado tech brasileiro.

Dark Racial Humor
The Death of Weightless Software: $80B AI Bets, 142K Layoffs & GitHub Revolt | Ricker and Bon #434

Dark Racial Humor

Play Episode Listen Later Jun 8, 2026 29:13


The weightless era of software is over. This week the AI buildout slammed into the physical world: concrete, copper, electricity, water, and capital. We map the paradox of record wealth at the top of the stack and intense friction everywhere else.Alphabet announced an $80 billion equity raise, its first major stock sale since the 2004 IPO, to fund an estimated $180 to $190 billion in AI compute capex for 2026, with Berkshire Hathaway taking a $10 billion private placement. Broadcom posted a record fiscal Q2 of $22.19 billion, AI chip revenue up 143%, and Marvell shipped the first 102.4 Tbps switch that Jensen Huang called the next trillion-dollar company.SoftBank overtook Toyota to become Japan's most valuable company after pledging 75 billion euros for 5 gigawatts of AI data centers in France. The bill for the combined ~$700 billion buildout is landing on workers: 2026 tech layoffs have reached roughly 142,000, and employment for developers under 26 has dropped nearly 20% since 2024.GitHub Copilot switched to token-based billing, with power-user bills jumping from about $29 to $750 and outliers hitting $3,000. NVIDIA and Microsoft launched the RTX Spark to run 120-billion-parameter models locally, Anthropic filed confidentially for a roughly $1 trillion IPO, and Ohio suspended its data-center tax break as a citizen petition aims to ban hyperscale data centers. Community consent, water, and energy are the real bottlenecks.If you want a prize, send us a DM:instagram.com/rickerandbontiktok.com/@rickerandbonyoutube.com/@rickerandbon

PlaybyPlay
6/9/26 Hanshin Tigers vs Fukuoka SoftBank Hawks NPB Japan Prediction Today

PlaybyPlay

Play Episode Listen Later Jun 8, 2026 2:03


Hanshin Tigers vs Fukuoka SoftBank Hawks 6/9/26 NPB Japan Prediction Today by Ron Crawford.

Le Nouvel Esprit Public
« Choose France » ou « Loose France » ? / IA : l'Europe peut-elle ne plus dépendre des USA ?

Le Nouvel Esprit Public

Play Episode Listen Later Jun 7, 2026 70:55


Vous aimez notre peau de caste ? Soutenez-nous ! https://www.lenouvelespritpublic.fr/abonnementUne émission de Philippe Meyer, enregistrée en public à l'École alsacienne le 7 juin 2026.Avec cette semaine :Nicolas Baverez, essayiste et avocat.Jean-Louis Bourlanges, essayiste, ancien président de la Commission des Affaires étrangères de l'Assemblée nationale.Antoine Foucher, président de la société de conseil Quintet, spécialiste des questions sociales.Lucile Schmid, présidente de La Fabrique écologique et membre du comité de rédaction de la revue Esprit.CHOSE FRANCE OU LOSE FRANCE ?La 9e édition du salon Choose France, sorte de sommet économique qui doit mettre en lumière la capacité du pays d'attirer des projets internationaux, a réuni plus de 200 patrons et investisseurs étrangers au château de Versailles. Cette année l'événement a permis d'annoncer 93 milliards d'euros d'investissements - soit plus que les huit éditions précédentes réunies – au travers de 71 projets, représentant quelque 15.600 emplois.Le géant japonais des investissements dans la tech a promis d'investir jusqu'à 75 milliards d'euros en France, dont 45 milliards pour la construction de trois centres de données dans les Hauts-de-France d'ici à 2031. La disponibilité d'une électricité abondante, stable et décarbonée, grâce au parc de centrales nucléaires d'EDF, a convaincu SoftBank de choisir l'Hexagone.La procédure accélérée dite « fast track » lancée en mai 2025 par RTE, l'opérateur du réseau de transport d'électricité, a également joué. Elle a permis d'identifier huit sites adaptés aux centres de données de plus de 400 mégawatts (MW) et raccordables au réseau plus rapidement qu'avec une procédure classique. Autre mesure pour attirer plus de centres de données : la loi de simplification de la vie économique du 27 mai 2026 leur permet de bénéficier de la qualité de « projet d'intérêt national majeur » qui emporte plusieurs avantages comme la priorisation du raccordement au réseau d'électricité et la simplification des consultations du public. En revanche, la loi prévoit que le permis de construire pourra être refusé en cas de « tensions structurelles sur la ressource en eau », élément dont les centres de données sont extrêmement gourmands. Une attention particulière a aussi été accordée avec succès aux établissements financiers à la recherche d'une terre d'asile dans l'Union européenne après le Brexit : chaque année depuis 2019, le baromètre Ernst et Young (EY) place la France en tête du classement des pays européens les plus attractifs.Toutefois, certains entrepreneurs français ont fini par se lasser de Choose France. Ils auraient souhaité que l'attention accordée avec constance aux groupes étrangers susceptibles d'investir chez nous soit la même pour eux. En novembre dernier, l'Élysée a organisé le premier « Choose France - Édition France » pour mettre à l'honneur les entreprises tricolores qui, elles aussi, choisissent d'investir en France. Elles ont eu droit de se réunir… à la Maison de la Chimie.IA : L'EUROPE PEUT-ELLE NE PLUS DÉPENDRE DES USA ?La Commission européenne a dévoilé mercredi un grand plan pour la « souveraineté technologique », au risque de déclencher un nouveau bras de fer avec les Etats-Unis de Donald Trump. Pour son projet de « reconquérir sa place dans la course mondiale à la puissance géoéconomique », l'UE s'inquiète tout particulièrement de sa dépendance aux géants américains des services informatiques à distance ou « cloud ». Amazon, Microsoft et Google contrôlent 70% du marché européen. Or les services numériques reposant sur des fournisseurs américains, notamment dans la défense, mais aussi la santé pourraient être désactivés via un mécanisme d'arrêt d'urgence (ou « kill switch » en anglais), en cas de crise ouverte avec l'administration Trump.Le plan présenté par la Commission concentre les investissements sur les maillons jugés critiques : la production de semi-conducteurs, le développement de capacités européennes en intelligence artificielle, le stockage et le traitement des données, ainsi que la sécurisation des infrastructures numériques. Les entreprises de l'IA et du cloud pourraient être tenues de fournir des garanties pour décrocher des contrats publics. Pour renforcer la sécurité des données européennes dans certains secteurs critiques, comme la défense, la Commission va exiger que leur stockage ait lieu dans des centres de données appartenant à des fournisseurs européens. Pour combler le retard européen en matière de stockage des données, l'exécutif bruxellois prévoit de tripler les capacités installées au cours des cinq à sept prochaines années, afin d'atteindre 60 gigawatts, contre 12 aujourd'hui. Un investissement estimé à quelque 200 milliards d'euros, incombant essentiellement au secteur privé. Pour optimiser le stockage, une mutualisation des capacités entre États membres est également envisagée sous le label EuroCloud.Sur le volet IA, le texte cible trois domaines prioritaires : la robotique, les applications industrielles et la course aux grands modèles génératifs, celle où s'affrontent ChatGPT, Gemini et leurs rivaux. L'ambition affichée : créer « l'équivalent d'un CERN pour l'IA », un grand programme qui réunirait les meilleurs chercheurs européens autour des machines les plus puissantes, à l'image de ce que le laboratoire de physique de Genève a représenté pour la recherche nucléaire.Ces propositions vont maintenant être débattues au Conseil de l'Europe et au Parlement, avant de revenir d'ici un an vers les Etats membres.Chaque semaine, Philippe Meyer anime une conversation d'analyse politique, argumentée et courtoise, sur des thèmes nationaux et internationaux liés à l'actualité. Pour en savoir plus : www.lenouvelespritpublic.frHébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Fernando Ulrich
Ativos em queda generalizada; IA testa limites do mercado; juro em alta no Brasil

Fernando Ulrich

Play Episode Listen Later Jun 7, 2026 44:29


00:00 - Introdução e mercados em queda livre global00:48 - Disparada dos juros americanos e economia aquecida02:08 - Criação forte de empregos nos Estados Unidos03:53 - Tarifaço dos EUA sobre o Brasil e PIX07:31 - Juros reais altos no mercado interno brasileiro10:00 - Vitória da direita nas eleições da Colômbia11:22 - Javier Milei convida IA para a Argentina14:00 - Geopolítica, tensões no Oriente Médio e petróleo15:49 - Países do Golfo buscam rotas alternativas para petróleo20:00 - IPO da SpaceX e regras do índice S&P24:13 - Anthropic, novos chips Nvidia e petróleo chinês26:06 - Google levanta bilhões para investimentos em IA29:40 - ETF da Vanguard ultrapassa um trilhão em ativos30:32 - Blackstone limita saques em fundo de crédito31:25 - SoftBank supera Toyota e investe em IA32:40 - Ouro como reserva principal de bancos centrais33:32 - Queda do Bitcoin devido ao boom da IA36:27 - Sessão de perguntas dos espectadores e encerramento

Monde Numérique - Jérôme Colombain

L'Europe relance la bataille pour sa souveraineté numérique face aux GAFAM • Le Parlement européen adopte Qwant comme moteur par défaut • L'IA affronte le droit d'auteur et Mistral monte au créneau • Anthropic relance le débat sur une pause mondiale de l'IA • SoftBank investit 75 milliards d'euros dans des data centers en France • Microsoft dévoile ses nouveaux modèles et ses agents autonomes ⭐️ Découvrez Frogans à Vivatech 2026

Forbes Talks
Gautam Adani Becomes Asia's Richest Billionaire As Net Worth Swells By $2 Billion

Forbes Talks

Play Episode Listen Later Jun 5, 2026 4:01


Gautam Adani's fortune increased by roughly $2.5 billion on Friday as shares rallied across his Adani Group subsidiaries, making him the richest person in Asia ahead of Mukesh Ambani, who briefly held the title. Adani's net worth swelled to $89.2 billion, ranking him ahead of Ambani and SoftBank's Masayoshi Son, who held the title of Asia's richest before shares of the Japanese investment firm plunged on Thursday, according to Forbes' Real-Time Billionaires list. A boost to Adani's net worth followed a broader stock surge across companies under the umbrella of his Adani Group, including Adani Power (up 1.1%), Adani Ports (1.9%), Adani Enterprises (2.3%), Adani Green Energy (6.9%) and Adani Energy Solutions (3.8%). Learn more about your ad choices. Visit megaphone.fm/adchoices

Beurswatch | BNR
Eerste tegenslag voor SpaceX: géén versnelde toegang tot S&P500

Beurswatch | BNR

Play Episode Listen Later Jun 5, 2026 24:26


Nog een week en dan wordt SpaceX gelanceerd op Wall Street. De eerste tegenvaller moeten Elon Musk en consorten nu al incasseren: het ruimtevaartbedrijf wordt niet versnel opgenomen in de S&P-index. De beursuitbater maakt geen uitzondering (ook niet voor Anthropic en OpenAI trouwens) en wil winst zien. Dat is een probleem voor het geldverslindende bedrijf. Ondanks die tegenslag is er ook goed nieuws te melden. Persbureau Reuters zegt dat de vraag naar aandelen immens is. Begeleidende banken worden platgelegd met de vraag of ze aandelen hebben. De vraag is onverzadigbaar, aldus analisten. Deze aflevering duiken we in die bizarre wereld van Space X. Hebben we het ook over Heineken. Dat moet met een eeuwenoude traditie breken. Althans, dat willen aandeelhouders van het bedrijf. Nu eens geen insider meer, maar een buitenstaander die de nieuwe topman of topvrouw wordt. Ayden komt ook voorbij. Dat aandeel ging ineens heel hard naar beneden. Beleggers schrikken van een rapport dat over de betalingsverwerker rondgaat. De handel werd zelfs even stilgelegd. Ook Jensen Huang komt voorbij. Die moet gegrild worden door de Amerikaanse Senaat, wil senator Elizabeth Warren. Ze wil de baas van Nvidia alles vragen over de exportrestricties in China (en de trip die hij met president Trump naar dat land heeft afgelegd. Zoeken we ook uit of je nog wel wat hebt aan Nederlandse beursbedrijven. Nu bedrijven als AkzoNobel een overname blokkeren, kan je dan als belegger nog wel dromen van een overnamepremie? Te gast: Corné van Zeijl van Cardano BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille. See omnystudio.com/listener for privacy information.

Beurswatch | BNR
Techlievelingetjes pijnlijk gedumpt: correctie op komst?

Beurswatch | BNR

Play Episode Listen Later Jun 4, 2026 21:13


TSMC, de grootste chipmaker van de wereld, komt met een wrange boodschap. Het chiptekort houdt nog lang aan. Volgens de ceo van TSMC kan het nog wel jaren duren voor het bedrijf aan de vraag kan voldoen. Dát nieuws en wat tegenvallende cijfers trekken allerlei techbedrijven omlaag. Broadcomm (dat een hogere groei verwacht dan Nvidia) wordt zelfs genadeloos afgedankt door beleggers. Komt er een correctie aan? We zoeken het deze aflevering uit. Komt Kevin Warsh ook voorbij. De man die dankzij president Trump de baas is geworden van de Fed, de Amerikaanse centrale bank. Die gaat diezelfde Trump flink teleurstellen, want hij gaat de rente niet verlagen. Dat blijkt uit het beige book. Hoor je ook wat er nog van AEX-bedrijf Universal Music Group terecht moet komen, nu grootaandeelhouder Bill Ackman eruit stapt. Hij wilde het overnemen, maar UMG wees het bod af. Waarna Ackman er dus maar helemaal mee kapt. Hoor je ook nog over: De overnameplannen van ING Waarom de ceo van ABN Amro AI inzet voor moeilijke vragen Hakenkruizen in fabrieken van Tesla Te gast: Jean-Paul van Oudheusden van eToro en Markets Are Everywhere BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuilleSee omnystudio.com/listener for privacy information.

The Health Ranger Report
Bright Videos News, June 3, 2026 - AI Buildout Bubble Frenzy Looks a Lot Like the DOT COM CRAZE Right Before the Crash

The Health Ranger Report

Play Episode Listen Later Jun 3, 2026 98:36


Stay informed on current events, visit www.NaturalNews.com  - Financial Analysis of OpenAI and Market Dependence (0:10) - SoftBank's Investment and Market Risks (7:33) - Comparison with Amazon and AI Model Development (14:10) - Economic and Technological Challenges (21:10) - Impact on Global Economy and AI Development (27:49) - The Great Stupining and Technological Dependence (34:12) - Interview with Professor Morandi on Middle East Conflict (40:00) - Netanyahu's Political Future and US-Israel Relations (46:17) - Cultural Cohesion and Resilience in Iran (52:52) - Conclusion and Call for Peace (59:40) - American Perception of International Relations (1:06:48) - Impact of American Policies on International Relations (1:13:48) - Decline of American Infrastructure and Global Reputation (1:20:51) - Call for Change and Peace (1:26:35) - Financial Advice and Conclusion (1:33:03) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

CASE STUDIES
Mel Torrie: The 25-Year Overnight Success Behind Autonomous Robotics

CASE STUDIES

Play Episode Listen Later Jun 3, 2026 60:27


In this episode of Case Studies, Casey sits down with Mel Torrie, founder and CEO of Autonomous Solutions, for a remarkable conversation on entrepreneurship, faith, resilience, and building one of the world's leading autonomous robotics companies from the ground up.Raised on a farm in Canada as the oldest of nine children, Mel shares how long days driving tractors inspired a vision that would eventually lead him to pioneer autonomous technology across agriculture, mining, construction, and logistics. What began as a university research project at Utah State evolved into a 25 year journey filled with setbacks, near-bankruptcies, massive technological breakthroughs, and partnerships with companies like John Deere and SoftBank.Mel opens up about the painful lessons that shaped his leadership style, why he rejected fear based leadership culture, and how humility became the foundation of his company's success. He also shares the deeply personal story of losing his son during one of the darkest seasons of his business career, and how faith carried him through unimaginable adversity.This episode is a powerful masterclass on endurance, optimism, leadership, and believing in a future no one else can yet see. Hosted on Acast. See acast.com/privacy for more information.

Niptech: tech & startups
496 - Logotix - Robots Chinois vs Suisse, commerce agentique, Ferrari Luce

Niptech: tech & startups

Play Episode Listen Later Jun 3, 2026 64:16


China is running the EV playbook on humanoid robots — and it's working https://restofworld.org/2026/china-humanoid-robots-unitree-agibot-tesla-optimus/Flexion https://flexion .ai/ ETH robotics club https://www.ethrobotics.ch/ The co-founders of Manus are exploring options to fulfill Beijing's demand to unwind a controversial takeover by Meta, including raising about $1 billion from external investors to buy back the Chinese-founded AI operation https://www.bloomberg.com/news/articles/2026-05-21/manus-weighs-raising-1-billion-to-unwind-meta-takeover Agentic AI in Retail: How Autonomous Shopping Is Redefining the Customer Journeyhttps://www.bain.com/insights/agentic-ai-in-retail-how-autonomous-shopping-redefining-customer-journey/The fundamental issue with independent agentic commerce https://x.com/eric_seufert/status/2034727848498667642 Softbank announced a plan to spend ‘up to' €75bn ($87bn) to build 5GW of AI data centres in France, leveraging ‘data sovereignty' on one hand and France's nuclear-generated electricity on the other. https://group.softbank/en/news/press/20260531_0 IA jobpocalypse ou WFH ? https://papers.ssrn.com/sol3/papers.cfm?abstract_id=6787638 Ferrari Luce https://www.ferrari.com/en-EN/auto/ferrari-luce Acquired podcast https://www.acquired.fm/episodes/ferrari INSPIRATION #EVENT :: Niptech Explore - Olivier Clerc 30.06 à Lausanne https://boutique.cah.ch/products/niptech-presente-au-dela-des-4-accords-tolteques-avec-olivier-clerc #LEARNING :: The "Gell-Mann amnesia effect" https://x.com/syde/status/2060680824324821445?s=20 #BOOK :: The Unheard Cry for Meaning: Psychotherapy and Humanism by Viktor Emil Frankl https://www.amazon.com/Unheard-Cry-Meaning-Psychotherapy-Humanism/dp/0671247360 #PODCAST :: Yuval Noah Harari https://www.nytimes.com/2026/05/26/opinion/ezra-klein-podcast-yuval-noah-harari.html #QUOTE ::“The truth is that as the struggle for survival has subsided, the question has emerged: survival for what? Ever more people today have the means to live but no meaning to live for.” Viktor Frankl, The Unheard Cry for Meaning Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Irish Tech News Audio Articles
Uncharted Spaces: How do boards need to evolve for the future? Uncharted Spaces

Irish Tech News Audio Articles

Play Episode Listen Later Jun 3, 2026 5:05


Guest post by Shefaly M. Yogendra, Ph.D. Her book "Uncharted Spaces. Reset the Agenda. Reimagine the Boardroom." is out now. A recent Institute of Directors Ireland snap poll of Irish business leaders found that most directors use AI tools with varying degrees of confidence, and a majority believes AI adoption is critical for competitiveness and relevance. However fully two-thirds are not confident about their understanding of the impact of the Regulation of AI Bill 2026 on their business. Fewer than half of the boards have discussed AI governance in the last year. This suggests a gap in broader AI fluency and hence potentially deficient guardrails and governance mechanisms. While there is huge opportunity, risks need to be managed smartly too. E.g. a 3GEM research report found that while 89% of Irish SME workers actively use AI tools in their daily workflows, only 44% of those organizations have a formal AI policy or strategy. In plain English this is a shadow IT challenge. On steroids. How could Irish SME boards enable strategic success for their businesses, such as by ensuring safe, responsible, compliant AI adoption? Here are some actionable ideas. Relevant skills: A recent EY CHRO 2030 survey found that Generative AI adoption and the transition to a green economy are both accelerating at the same time. This means that skills that did not really crystallise even five years ago are needed urgently. It is crucial to get hiring right and to build strategic, ongoing skills development capacity in the business. This change would start with the board and the executive leadership team, underpinned by a regularly updated, dynamic skills matrix. The skills matrix needs to move away from box-ticking with the static safety of well-known employers and past big titles, and move towards active exploration of experience, capabilities, and evidence of growth and reflection. This will of course change sourcing, interviewing, and appointment of candidates, and then how the board evaluates its own construction continually for relevance. Relevant mindsets: In addition to hiring for demonstrable capabilities and skills, future-relevant boards need mindsets that shape the business for future success. A changed mindset would view compliance and governance not as burdens or checklists but as enablers of growth and client acquisition. Cubic Telecom's well-known governance evolution serves as an illustrative example. Following a capital event where SoftBank became a majority owner, the board reconfigured itself to balance global ambition with local roots and operational agility. SoftBank-appointed directors serve alongside strategic customer observers from Audi and Qualcomm, while the founder and CEO Barry Napier helps bridge the company's Irish product roots with its international ambition. Barespace provides another live example, this time of how high-calibre, enterprise-grade governance could be designed and implemented well, right from the start. Following a €2.9 million seed round in September 2025, the company appointed prominent Irish VC and tech veteran Brian Caulfield as Chair of the board. Its strategic advisers include Rick Kelley and Barry Napier, who bring growth and strategic nous to the boardroom right from the foundational stage. The wisdom of these choices is borne out in the experiences of building new businesses, where specialists, hands-on warriors and famous names all play specific roles in the shaping of the business. Relevant cadence: Future-relevant boards need a different workflow and cadence than the current practice of quarterly, compliance-centric approaches. Rolling strategic reviews would serve the business well especially with shrinking and super-short technology hype cycles. These hype cycles do not need reactive, kneejerk responses but steady and calm leadership to steer the business through a time of rapid change. Wild success, however we define it, is not accidental but deliberate. Culture as the underpinning e...

Squawk Box Europe Express
Anthropic files confidentially for U.S. listing

Squawk Box Europe Express

Play Episode Listen Later Jun 2, 2026 26:55


Anthropic is joining the A.I. IPO race, filing confidentially following last week's latest funding session revealed the company being valued at close to $1tn. However, Open AI's Sam Altman tells CNBC he is not rushing to list his company. We speak exclusively to Softbank CEO Masayoshi Son who says the A.I. revolution is the biggest mankind has ever experienced. President Trump tells CNB he is unfazed whether peace talks with Iran are over and expresses frustration with the lack of progress in ‘boring' negotiations. Trump said Israeli troops are retreating home from Lebanon following a call with Prime Minister Netanyahu. Berkshire Hathaway CEO Greg Abel invests a further $10bn into Alphabet after the tech giant raised $80bn for its AI infrastructure.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

La chronique de Benaouda Abdeddaïm
Le monde qui bouge - L'Interview : SoftBank, première capitalisation du Japon - 02/06

La chronique de Benaouda Abdeddaïm

Play Episode Listen Later Jun 2, 2026 7:00


Ce mardi 2 juin, Jean-Yves Colin, spécialiste de l'Asie du Nord à l'Asia Centre, était l'invité d'Annalisa Cappellini dans Le monde qui bouge - L'Interview, de l'émission Good Morning Business, présentée par Laure Closier. Il s'est intéressé à l'investissement de SoftBank en France, s'élevant à 75 milliards d'euros et représentant la plus grosse capitalisation boursière du Japon. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
NVIDIA: PC-Push & Software-Boom, Berkshire kauft, Wise crasht, SpaceX x Carpenter

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Jun 2, 2026 13:58


Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Iran-Eskalation treibt Ölpreis hoch. Softbank überholt Toyota als wertvollstes Unternehmen Japans. Anthropic reicht IPO-Dokumente ein. Berkshire kauft Hausbauer Taylor Morrison & Barry Diller MGM Resort. Castlelake will Easyjet. Wise crasht wegen Geldwäsche-Klage. NVIDIA (WKN: 918422) stellt RTX Spark vor und nennt es die iPhone-Revolution für PCs. Jensen Huang pusht Software-Aktien. Intel und Qualcomm verlieren, ARM legt über 10% zu. Carpenter Technology (WKN: 858605) liefert seit 125 Jahren Speziallegierungen für Triebwerke und Raumschiffe. Nur zwei Konkurrenten weltweit, starke Preissetzungsmacht. Dazu ein stark wachsendes KI-Segment. Diesen Podcast vom 02.06.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ What’s News
PCs Go Agentic

WSJ What’s News

Play Episode Listen Later Jun 1, 2026 15:32


A.M. Edition for June 1. Nvidia unveils a next generation lineup of laptops and desktops designed to run AI agents. Plus, SoftBank leapfrogs Toyota to become Japan's most valuable company on news it will invest more than $50 billion in data centers in France. And Colombia lurches right, as voters back a presidential candidate pledging a major drugs crackdown. WSJ South America bureau chief Juan Forero says a potential win by firebrand Abelardo de la Espriella in a runoff later this month could hand President Trump another close ally in Latin America. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Squawk on the Street
9am Hour: Nvidia Jumps Into the PC Market, Softbank's Masa Son on $80B+ AI Investment, Faber at Stargate's Data Center 6/1/26

Squawk on the Street

Play Episode Listen Later Jun 1, 2026 42:55


Carl Quintanilla, Jim Cramer and David Faber discussed the AI trade: Nvidia enters the PC space by unveiling a new N1X processor. The announcement gave a boost to shares of Microsoft, Dell, HP and Arm — while putting pressure on the stocks of Intel, AMD and Qualcomm. SoftBank CEO Masayoshi Son spoke to CNBC in Paris about the company's plan to invest more than $80 billion in data centers in France. At Stargate's data center in Michigan, David previewed his exclusive interviews with OpenAI CEO Sam Altman, Oracle CEO Clay Magouyrk and Related Digital Chairman Jeff Blau: Also in focus: Barry Diller's $18 billion bid to acquire MGM Resorts, Berkshire Hathaway buys Taylor Morrison for $6.8 billion, U.S.-Iran tensions weigh on stocks.   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.

World Business Report
Nvidia “re-invents the computer” with new chip

World Business Report

Play Episode Listen Later Jun 1, 2026 8:54


Tech giant Nvidia says it will launch a new “superchip” for personal computers, marking a major new venture for the world's most valuable company. Plus, Softbank eclipses Toyota to become Japan's biggest company by market value, and we look at what a rise in fertiliser prices – triggered by war in the Middle East - means for farmers in India.

TD Ameritrade Network
Monday's Final Takeaway's: Crude Oil Climbing Again & SoftBank Shares Rally

TD Ameritrade Network

Play Episode Listen Later Jun 1, 2026 5:14


Marley Kayden explains why crude oil is climbing again as renewed Middle East tensions support prices. Sam Vadas breaks down the rally in SoftBank shares fueled by AI and OpenAI investment optimism.======== 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

Focus economia
Il governo ragiona sulle accise sulle accise

Focus economia

Play Episode Listen Later Jun 1, 2026


È ancora aperta la partita sul futuro degli sconti sulle accise. A pochi giorni dalla scadenza del 6 giugno, nel governo si moltiplicano le valutazioni su costi e benefici di un nuovo eventuale intervento sui carburanti, senza che sia ancora maturata una decisione definitiva. Dalla primavera a oggi il taglio delle accise ha cambiato più volte intensità: si è partiti da uno sconto consistente, attorno ai 24 centesimi al litro, per arrivare a una progressiva riduzione. Nell'ultimo decreto il governo ha dimezzato lo sconto sul gasolio, portandolo a circa 12 centesimi al litro, mentre per la benzina il taglio è rimasto più contenuto, attorno ai 6 centesimi. Una modulazione dettata dall'esigenza di contenere l'impatto sui conti pubblici: il conto complessivo dell'operazione sfiora i 2 miliardi di euro, una cifra che rende difficile immaginare ulteriori proroghe senza coperture solide.OSPITE: Davide Tabarelli, presidente Nomisma EnergiaSoftBank investe 75 miliardi in Francia per costruire il più grande hub IA d EuropaSoftBank scommette sulla Francia per accelerare la corsa europea all'intelligenza artificiale (IA). Il gruppo giapponese guidato da Masayoshi Son ha annunciato, secondo quanto rivelato dal Financial Times, un impegno fino a 75 miliardi di euro per sviluppare una vasta rete di infrastrutture dedicate al calcolo avanzato, un progetto che, se completato, diventerebbe il più grande complesso di data center per l IA del continente. L investimento rappresenta il più importante impegno nel settore dell'intelligenza artificiale assunto da SoftBank al di fuori degli Stati Uniti e offre un importante successo politico al presidente francese Emmanuel Macron alla vigilia dell'edizione 2026 di Choose France , l evento con cui Parigi cerca ogni anno di attirare capitali e investimenti internazionali.La decisione - secondo il quotidiano britannico - è maturata rapidamente dopo una cena tra Macron e Son svoltasi a Tokyo all inizio di aprile. In quell'occasione il presidente francese avrebbe illustrato i punti di forza del Paese per ospitare infrastrutture ad alta intensità energetica, puntando in particolare sulla disponibilità di energia nucleare e su procedure autorizzative accelerate per gli impianti legati all'intelligenza artificiale. «SoftBank è orgogliosa di assumere questo importante impegno nei confronti della Francia», ha dichiarato Son. Secondo il fondatore e amministratore delegato del gruppo, le capacità industriali francesi, la disponibilità di competenze specializzate e l ambizione nazionale nel settore tecnologico rendono il Paese uno dei candidati più credibili a diventare un polo europeo dell'intelligenza artificiale. Uno dei principali poli sorgerà a Dunkerque, dove SoftBank collaborerà con Schneider Electric per creare un hub dedicato sia alle infrastrutture per l'intelligenza artificiale sia alla produzione di tecnologie robotiche. La posizione geografica del sito, affacciato sul Mare del Nord e vicino a importanti mercati come Londra, Bruxelles e Amsterdam, è considerata uno degli elementi strategici dell'iniziativa.OSPITE: Danilo Ceccarelli, collaboratore del Sole 24 ore da Parigi Easyjet vola in Borsa sulla manifestazione di interesse di CastlelakeEasyjet bolla come "altamente opportunistica la tempistica" con cui la società di investimento Castlelake sta valutando un'offerta per il vettore britannico e afferma di "non aver avuto alcuna discussione, né di aver ricevuto alcun approccio o proposta" dal potenziale acquirente. Venerdì scorso, a Borsa chiusa, Castlelake aveva reso noto di disporre di una quota del 2,1% nel vettore britannico e di valutare un'offerta a non meno di 403,23 pence ad azione. Sul listino di Londra Easyjet balza stamattina dell'11,6% a 444,1 pence. Il board di Easyjet, si legge nella risposta del vettore britannico, pubblicata poco prima dell'apertura di Borsa, "ha chiaro il proprio dovere di massimizzare il valore per gli azionisti e prenderà in considerazione qualsiasi proposta" ponendo attenzione "in particolare alla valutazione e alla fattibilità" dell'operazione. Con riguardo al primo punto il board rileva "il timing altamente opportunistico" di un'offerta nel momento in cui "il prezzo delle azioni è temporaneamente depresso a causa dell'attuale situazione in Medio Oriente e del suo impatto sulla fiducia dei clienti e sui prezzi del carburante". In tema di fattibilità il cda "rileva le considerevoli sfide normative, finanziarie e operative associate a una potenziale acquisizione di easyJet". Andrea Giuricin, Docente di Economia dei Trasporti all'Università Bicocca di Milano, autore di "Alitalia La privatizzazione infinita" Nvidia sfida Intel e Apple con un nuovo superchip per PcNvidia entra nel mercato dei chip per pc con il nuovo RTX Spark Superchip, che debutterà nei pc fissi e portatili delle principali marche dal prossimo autunno. L'annuncio, riferiscono i media internazionali, è stato fatto dal ceo di Nvidia, Jensen Huang, alla fiera Computex a Taipei. Il 'superchip' di Nvidia rappresenta una sfida diretta a gruppi come Intel, Qualcomm, Amd e Apple, aprendo una nuova linea di business per il colosso da 5,1 trilioni di dollari di capitalizzazione. "Il più efficiente chip per pc mai costruito", come lo ha definito Huang, sarà utilizzato da Dell, Asus, Hp, Lenovo, Microsoft, Acer e Msi.Il superchip di Nvidia, che lavorerà con il software Windows di Microsoft, è una combinazione di un microprocessore e di un chip grafico, realizzato con la collaborazione di MediaTek, e consentirà di eseguire applicazioni e modelli di intelligenza artificiale. La sua fabbricazione aumenta la competizione nel settore dei chip per pc e segnala come Nvidia, che occupa una posizione dominante nel settore dei semiconduttori per le infrastrutture di intelligenza artificiale, stia ampliando la sua offerta, sviluppando chip integrati che alimentano l'intero computer, con l'obiettivo di intercettare i flussi di spesa dei consumatori per sostituire pc datati, messi a dura prova dalle nuove applicazioni di intelligenza artificiale, con laptop più performanti.OSPITE: Alessandro Plateroti, Direttore editoriale Ucapital.com

Squawk Box Europe Express
Softbank poised to make €75bn France A.I. investment

Squawk Box Europe Express

Play Episode Listen Later Jun 1, 2026 25:09


We are live in Paris where Japan's Softbank has pledged up to €75bn for Europe's largest A.I. data centre project. Asian chip stocks are in the green as investors eye potential meetings with Nvidia CEO Jensen Huang at the Computex trade show in Taipei. Brent crude inches higher on the news Israeli forces push deeper into Lebanon. France has called for an emergency meeting of the UN Security Council. U.S. Central Command says it hit targets in Iran over the weekend but hopes remain that a ceasefire deal can be reached between the Washington and Tehran. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Handelsblatt Morning Briefing
Tech: Vier Szenarien für Europas Zukunft / Sondervermögen: Bund verfehlt Ziele

Handelsblatt Morning Briefing

Play Episode Listen Later Jun 1, 2026 8:31


Erst Ökonomen, nun die eigenen Beamten: Die Kritik an der Verwendung der Infrastrukturschulden reißt nicht ab. Welche Noten sich das Finanzministerium selber gibt.

Alles auf Aktien
MSCI World verschlimmbessert und Anlegen wie die Superreichen

Alles auf Aktien

Play Episode Listen Later Jun 1, 2026 25:54 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über den Milliardenkauf von Berkshire, den Profiteur eines Mega-KI-Projekts in Frankreich und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um Taylor Morrison, D.R. Horton, Lennar, PulteGroup, SoftBank, Schneider Electric, BioNTech, Microsoft, Nvidia, Intel, AMD, Hochtief, Zalando, Porsche Automobil Holding, iShares Core MSCI World ETF (WKN: A0RPWH), Sony Financial Group, JD Sports, Barratt Redrow, Auto Trader, Entain, Pinterest, DraftKings, The Trade Desk, Zillow, LEG Immobilien, PLS (ehemals Pilbara Minerals), Var Energi, Equinox Gold, TechnipFMC, Medline, Circle Internet Group, Alphabet, Apple, Amazon, Tesla, Micron, UBS, Apollo Global Management, EQT, Partners Group, Partners Group Private Markets Evergreen (ISIN: LU2716887091). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Les Experts
Les Experts : Choose France, le paradoxe de l'attractivité - 01/06

Les Experts

Play Episode Listen Later Jun 1, 2026 24:56


Ce lundi 1er juin, l'attractivité de la France, avec l'annonce d'un investissement de 75 milliards d'euros par SoftBank à l'occasion du sommet Choose France, a été analysée par Léonidas Kalogeropoulos, PDG de Médiation & Arguments, Élizabeth Ducottet, PDG de Thuasne, et François Ecalle, président de Fipeco, dans l'émission Les Experts, présentée par Raphaël Legendre sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Le Journal de l'Economie
Investissements records au sommet Choose France, baisse des transactions immobilières et hausse du SMIC

Le Journal de l'Economie

Play Episode Listen Later Jun 1, 2026 8:07


Au sommaire :Le sommet de Choose France à Versailles annonce des investissements records, notamment avec un investissement de 75 milliards d'euros du japonais SoftBank pour construire des data centers en partenariat avec Schneider Electric.La Fédération Nationale de l'Immobilier prévoit une baisse du nombre de transactions immobilières en France cette année, en raison de la remontée des taux d'intérêt et de l'incertitude économique.Le SMIC augmente de 2,4% à compter d'aujourd'hui, soit 44 euros bruts de plus par mois, ce qui relance le débat sur les augmentations de salaire et la réouverture des négociations dans les branches et les entreprises.Le pôle scientifique et technologique de Paris-Saclay organise son Spring Summit pour attirer les investisseurs et financer l'innovation dans les start-ups.La verrerie Duralex, reprise il y a deux ans par ses salariés sous forme de Scop, doit demander son placement en redressement judiciaire dans les prochains jours.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
Software-Comeback. Hidden-Gem: Cellnex. Bezos-Explosion & SpaceX. DHL-Deal

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Jun 1, 2026 14:23


2,5% Zinsen p.a. auf ein unbegrenztes Guthaben mit bis zu fünfmal der gesetzlichen Einlagensicherung*. Auch für Kinder. Das gibt's bei Scalable Capital. Mehr Infos hier. Software-Aktien feiern. Okta springt dank KI-Sicherheit. Lenovo verdoppelt sich. Softbank plant 75 Mrd. € für Rechenzentren in Frankreich. Blue Origin explodiert. Eventim und Costco liefern. Durex leidet in China. Apollo & Blackstone finanzieren. Goldman schätzt WM. DHL (WKN: 555200) landet Milliardendeal mit der US-Post und wird deren zweitgrößter Kunde. Seefracht schwächelt, dafür verdreifacht sich der Umsatz mit KI-Rechenzentren. Dividendenrendite bei fast 4%. 130.000 Mobilfunkmasten, Verträge über 15 Jahre, unter 1% Kundenabwanderung. Cellnex (WKN: A14RZD) ist Europas größter unabhängiger Mastbetreiber. Star-Investor Chris Hohn hält 10% & drückt auf mehr Ausschüttung. Private Equity zahlt deutlich mehr als die Börse. Diesen Podcast vom 01.06.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Beurswatch | BNR
Achterblijver Nvidia neemt wraak op concurrenten: 'nieuw computertijdperk'

Beurswatch | BNR

Play Episode Listen Later Jun 1, 2026 22:00


Nvidia was tot nu toe een van de sloomste chipaandelen van het jaar. Intel, AMD, Samsung, SK Hynix en zelfs ons eigen Besi fietsten de gifgroene chipreus lachend voorbij. Maar misschien is dat nu voorbij! Het bedrijf komt met een nieuwe superchip en dat betekent - naar eigen zeggen - een heel nieuw tijdperk voor computers. Het betekent in ieder geval flinke pijn voor beleggers in Qualcomm en Intel. Iets verderop zitten beleggers in Arm, Microsoft, ServiceNow en Hewlett Packard juist feest te vieren. We bespreken waarom. Verder doet de opvolger van Warren Buffett zijn eerste overname, in een totaal andere business: huizen bouwen in de VS. We bekijken waarom Berkshire opeens 6.8 miljard dollar in een sector plempt waar het kroonjuweel van Buffett al flinke belangen in heeft. Gast Erik Mauritz heeft het te doen met Greg Abel, die moeilijk in de voetsporen van het Orakel van Omaha kan treden. Maar toch ziet hij in Berkshire Hathaway een van de betere manieren om jezelf te beschermen tegen oververhitte AI-aandelen wereldwijd. Oh ja, en vlák voor uitzending diende Anthropic nog even de vertrouwelijke documenten in voor zijn beursgang. Nondeju! Verder in deze aflevering: SpaceX en vage cryptoconstructies, futurecontracten en andere dubieuze derivaatjes SoftBank steekt 75 miljard euro in grootste datacenterproject van Europa Wapengekletter: Czechoslovak Group aast nog steeds op een belang in KNDS, maar moet daarbij Franse en Duitse staat dulden CEO-loos Heineken Te gast: Erik Mauritz van Trade Republic. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Wall Street mit Markus Koch
NVIDIA greift Markt für PC-Chips an | Intel, AMD und Qualcomm unter Druck.

Wall Street mit Markus Koch

Play Episode Listen Later Jun 1, 2026 26:52 Transcription Available


Die Wall Street startet freundlich in den Juni und knüpft nahtlos an den starken Mai an. Vorbörslich erreichen der Dow Jones, S&P 500 und Nasdaq neue Rekordstände. Besonders auffällig bleibt die enge Marktbreite: Der Aufschwung wird weiterhin vor allem von Mega-Cap-Techs, Halbleitern und dem KI-Thema getragen. In Asien überholte Softbank erstmals seit der Internetblase Toyota als wertvollstes Unternehmen Japans. In den USA steht wiederum NVIDIA im Fokus. Der Konzern hat mit dem RTX Spark einen neuen Chip für KI-fähige Windows-PCs vorgestellt und verschärft damit den Wettbewerb mit Intel, AMD und Qualcomm. Diese Werte stehen alle unter Druck. Auch die nach dem Closing anstehenden Zahlen von Hewlett Packard Enterprise und Credo Technology stehen im Mittelpunkt. Im späteren Wochenverlauf meldet auch Broadcom und dürfte zeigen, ob die hohen Erwartungen im KI-Infrastruktursegment weiter gerechtfertigt sind. Gleichzeitig bleibt die Geopolitik ein Unsicherheitsfaktor. Die Lage rund um Iran und die Straße von Hormus sorgt für steigende Ölpreise, auch wenn der Aktienmarkt die Risiken bislang weitgehend ignoriert. Berkshire Hathaway sorgt mit einer Übernahme für Aufmerksamkeit. Der Konzern übernimmt Taylor Morrison Home für rund 6,8 Milliarden US-Dollar in bar und setzt damit ein Signal, dass die hohe Cash-Position wieder aktiver eingesetzt wird. Insgesamt bleibt das Marktbild konstruktiv, aber zunehmend abhängig von wenigen großen Technologiewerten. Genau darin liegt kurzfristig die Stärke — und mittelfristig das Risiko dieser Rally. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

O Antagonista
Economia & Negócios | Alex Szapiro O executivo que liderou Apple e Amazon no Brasil e investe em 67 startups | OA!

O Antagonista

Play Episode Listen Later May 27, 2026 64:42


Ele arriscou mandar um e-mail para o segundo homem mais importante da Amazon e foi contratado para abrir a empresa no Brasil do zero. Alex Szapiro foi também responsável por liderar a Apple no Brasil e instalar sua única fábrica fora da China.Hoje ele decide quais das mais de 100 startups que procuram o SoftBank por ano merecem investimento. Neste episódio do Economia & Negócios, Alex Szapiro - Managing Partner do SoftBank para a América Latina e responsável por um portfólio de 67 startups, fala sobre trajetória, cultura organizacional, inteligência artificial e o que realmente diferencia empresas que dão certo das que não dão.Entre os temas: a diferença radical de cultura entre Apple e Amazon, como funciona o investimento em startups, sua visão sobre IA e como os jovens profissionais devem se desenvolver para uma carreira de sucesso.LinkedIn do Alex Szapiro: www.linkedin.com/in/alexszapiroVocê já leu uma notícia hoje e sentiu que já viveu esse momento antes?   Essa sensação de déjà Vu não é coincidência. No Brasil, o que é manchete hoje costuma ser o eco de decisões e fatos que analisamos meses, ou até anos atrás.   Para celebrar os 8 anos da Crusoé, decidimos enfrentar esse ciclo. Pegamos o que nasceu no digital e, pela primeira vez, transformamos em um registro físico, tátil e permanente.   Chegou a edição especial Crusoé impressa.   É um item colecionável, atemporal e limitado. Uma revista feita para quem gosta de ler com calma, longe das notificações do celular. Um exemplar para guardar sobre o que realmente importa na história recente do brasil.   Esta edição é um presente exclusivo para novos assinantes do Combo de 2 anos O Antagonista e Crusoé.   Utilize o cupom 8ANOSCRUSOE e acesse o link:   https://bit.ly/crusoe-edicao-impressa Siga O Antagonista no X:  https://x.com/o_antagonista   Acompanhe O Antagonista no canal do WhatsApp. Boletins diários, conteúdos exclusivos em vídeo e muito mais.  https://whatsapp.com/channel/0029Va2SurQHLHQbI5yJN344  Leia mais em www.oantagonista.com.br | www.crusoe.com.br #economia, #negócios, #podcast, #empreendedorismo, #startups, #investimento, #liderança, #inovação, #tecnologia, #executivo, #gestão, #sucesso, #carreira, #estratégia, #mercado, #finanças, #empresas, #vendas, #vanguardistas, #desenvolvimento

Win Win Podcast
Episode 149: Transforming Strategy into Real-World Execution

Win Win Podcast

Play Episode Listen Later May 26, 2026


According to research by Gartner, 84% of business leaders report their company's identity must significantly change to achieve strategic objectives. But how do you know when the time is right? And more importantly, how do you ensure that change goes smoothly? Riley Rogers: Welcome to the Win/Win Podcast. I’m your host, Riley Rogers. Join us as we dive into changing trends in the workplace and how to navigate them successfully. According to research by Gartner, 84% of business leaders report their company's identity must significantly change to achieve strategic objectives. But how do you know when the time is right? And more than that, how do you ensure that the change goes smoothly? Here to discuss this topic is Shelly Luciano, Vice President of Strategy at Leah. Thank you so much for joining us today, Shelly. I’d love if you could just kick us off by telling us a little bit about yourself, your background, and your role. Shelly Luciano: I’m Shelly Luciano. I’m Brazilian. I studied industrial engineering in Brazil and France. I started my career working in infrastructure and R&D, so that experience gave me a strong foundation in execution early on. Back in 2014, I moved to the UK to pursue my MBA at London Business School. I used business school to transition from a technical background into strategy on a global scale. After my MBA, I spent three and a half years in strategy consulting. That work helped me learn how companies compete in larger markets. What I realized is that although strategy consulting is intellectually fascinating, I was being more and more drawn to the business. So I transitioned into tech about five years ago. I joined what was then ContractPodAI, which is now Leah. Today, I’m Vice President of Strategy and Operations. My team focuses on aligning strategic priorities, supporting cross-functional execution, and ensuring our go-to-market approach reflects both where the company's headed and what our customers need. One of the most valuable parts of my role is staying close to our customer base. These conversations give me and the company a lot of valuable insight into how the market is evolving and how organizations are actually adopting AI. I then bring these insights back into the organization, back into Leah, to inform product direction, enable our customer success team, and ensure that our strategy remains grounded in real market needs. Ultimately, my role sits at the intersection of strategy, go-to-market execution, and customer insight. RR: I think you have a fascinating role, to be quite frank, and also a really wonderful story. To go from “I'm trained as an engineer,” to “now I've got my MBA, I'm in consulting, and today I work in tech and have for the last five years,” that's really an incredible journey that I imagine must have given you a real wealth of experience that serves you very well at Leah. SL: It’s funny because if you asked me when I graduated in Brazil what I'd be doing now, I wouldn't have guessed. The world has changed so much. My world has changed so much. So I feel very lucky and blessed to do the job that I do. I really like it. My company's fascinating. My role is fascinating. My company gives me room to change as long as I'm adding value and my team is adding value. So I'm really happy. RR: Yeah, and that's certainly evidenced by the fact that you spent five years in one tech company when the average tenure is just over two, so something really must be going right. I'd love to dig a little bit deeper into this exciting, challenging, and evolving role that's been keeping you at Leah for the last few years. You're there to keep an eye on what's happening in the market so your reps can tell a story and your engineering teams can build a product that the market both wants to hear and to see. More than that, you're also there to break down silos and operationalize your strategy so it really shows up in everyday workflows. In this work, what kind of things tend to crop up—challenges or obstacles that make it difficult to build the connections that bridge that gap between strategy and execution? SL: For me, there are two major challenges I see in equipping internal teams to drive growth. First, strategy and execution often evolve at different speeds. A leadership team can align relatively quickly on a strategic direction, but translating that direction into how hundreds or thousands of people operate day to day can take much longer. For me, strategy only really lands when it keeps showing up in customer conversations. What you portray needs to align with what your client base and the market are seeing. If the people talking to customers every day don't understand the problems that your company is solving and why, then your strategy hasn't really landed. It's just a deck. It's lovely to build these ideas, but you've got to be able to execute on them. As companies scale, the complexity increases much faster than people expect. You have more industries, more personas, a larger product portfolio, and if you don't have the right systems and alignment, that complexity can create a lot of confusion internally. And if your team is internally confused, then everyone else is too. RR: So your job is to keep an incredibly close pulse on the market and on technology as they both evolve. And it's a little bit of an endless task because the market will always shift and technology will always evolve. So you've got to be right there with it as the voice of reason for the organization, telling everyone, “Okay, here's what's happening, and here's how we're going to move with it.” As someone who, by job description, is very comfortable with change and evolution, can you share with us how you're thinking about how Leah, as an AI-first company, is keeping pace through major technology shifts, and then how other organizations should think about translating these shifts into their own organizational and operational processes? SL: Leah has been an AI-first company for years, way before LLMs. What changed with LLMs is the speed and scope at which we can execute our strategy much faster. We've been using machine learning in our platform for a long time, so the foundation was already there. We already had a really strong team. What LLMs did was introduce a step change, and our founder, Sarvarth, is a visionary. He saw straight away how that was going to change the game. All these changes in the past few years did not change our direction, but for the client base, what they can really see is that LLMs have expanded the use cases that we can deliver. And I think that's what matters to customers—how can we solve more of their problems? With Leah, we've moved from traditional automation into what we describe as an agentic operating system. That means our AI is not just supporting workflows. We can do much more than that. We can now reason across data, understand context, and orchestrate actions. That is so exciting, as you can imagine, for someone who works in strategy because it feels limitless. Going beyond static workflows, you now have systems that can adapt dynamically to the problems that we're solving. And that's where the speed and pace of innovation really comes in. Once you move into an agentic model, you're no longer limited to predefined use cases. You can continuously expand how AI is applied across not only our internal organization but also our client base. From a strategy and operations perspective, the challenge is not adopting the technology, because we've been able to do it and we continue to do it. The challenge is how do we operationalize it? Strategists love frameworks, so if I had to group it, I'd say there are three ways I think about this. The first part is strategic focus. The risk with AI, within all this opportunity, is diffusion. So we need to be deliberate about which use cases we prioritize. We need to define where we can deliver the most value, because being AI-first doesn't mean doing everything. It means scaling the right use cases. The second part is how do we translate that into go-to-market execution? As I mentioned before, strategy only really lands when your customers can speak about you. Organizations need to understand how to position AI. We need to be able to explain it clearly so we can apply it across different industries and contexts. That's where systems like Highspot can really help us translate this within our organization and externally. The third thing is continuous customer feedback loops, because customer proximity is the most valuable strategic signal we can have. To be a strategist in tech, your goal is not to define a static AI strategy. You're always on a feedback loop, and you need to be agile. The tools and teams that support you need to be comfortable with always learning and always putting our best foot forward. RR: So as you alluded to, you and the team actually recently went through a rebrand. From ContractPodAI, you became Leah, named after the organization's flagship AI offering. I'd be curious to hear how, with these challenges to strategy-aligned execution in mind, you and the team made sure that everyone was telling the same story and supporting the same strategy, even as the brand message and narrative shifted so drastically. SL: Leah was already a product of ours that had taken a bigger and bigger piece of our client base. So moving from ContractPodAI, which was very contract-focused, into Leah made sense because the Leah product had become a much bigger part of who we were and our identity. When we came into becoming the Leah brand, we were ready in many ways. You're never fully ready for a full rebrand. There's still a lot of work. But we had the tools and processes in place to help us in that transition. In 2021, we had just raised $150 million from SoftBank's Vision Fund. At that point, I knew we were going to grow exponentially, so I wanted to manage as many growing pains as possible. At that stage, we were evolving from having a relatively general pitch to a much more sophisticated message tailored by industry and persona, and our platform was expanding even back then. I realized that we needed a way to ensure that our entire organization stayed aligned on how we communicate value because, as companies scale, complexity increases. More products, more industries, more ways customers can use your platform. So when trying to solve that problem, that's when we looked into Highspot. We wanted Highspot to help us ensure the entire organization could work from the same narrative. Highspot is now used across our sales teams, SDR teams, CX teams, and actually it has expanded because once people hear about it, they want to know what the go-to-market teams are presenting. I'm really glad we implemented Highspot four or five years ago now because since then the customers that we serve have grown and the breadth of our platform has grown. Putting things in place before you come to that stage is actually really important. RR: Can you walk through where Highspot fit into the picture and how you and the team used it to trickle down that message so, to your earlier point, strategic vision didn't get lost in that wonderful game of telephone between C-suite strategy and individual contributor execution? SL: When I came in, we had a general pitch on how we went to market. One of the reasons I was hired is because I came in to do an industry strategy, and there was a lot of research involved—both internally, looking at how we were using the tool for certain industries, and externally, looking at market potential and product fit for each industry. Based on that, I prioritized a few industries to start developing content and enablement around. That's when I looked into Highspot because we had a SharePoint at the time, and it was already not fully updated. People pasted things on top of it or saved materials to their computers and never checked the right version again. I came to Highspot with a very clear use case. There were other features and capabilities that we wanted, but the core problem I wanted to solve was creating one single source of truth. It seems like a SharePoint should do that just fine, but it didn't because we needed something that would help us as we continued scaling product growth, use case growth, and overall organizational growth. It was going to become really hard to enable everyone and make sure people accessed the information they needed at the right time. That's what we got Highspot for, and that's what we continue using it for. RR: So once you defined the strategy of the rebrand, where did you see friction between what you were telling reps—“Here's our new message, here's our new strategy”—and what they were actually saying and doing in the field? Where was there misalignment, and how did you and the team tackle that? SL: Once the strategy and story are defined, the real challenge is behavioral change at scale. Organizations tend to align on a narrative relatively quickly at a conceptual level. But alignment alone is not the end goal. Execution is. Execution, particularly in customer conversations, can take time. The friction I've observed is not usually resistance. It's normally a knowledge gap or a confidence gap. Sometimes you have the knowledge, but you're not confident in that knowledge. As your platform evolves and you're no longer selling a single product for a very defined use case, you're helping customers on a journey. You need to understand a variety of challenges across different workflows, industries, and personas. In that environment, the challenge is not whether teams understand the narrative. The bigger challenge is whether they can apply it dynamically in real conversations. What we consistently see is that reps are comfortable with the core story, but uncertainty appears around the edges. When a customer asks something slightly outside the standard pitch or challenges how the solution applies to their specific context, that's where execution can break down. For reps to feel confident using the right language and positioning the platform correctly, they need to understand things at a deeper level. With all the advancement in AI, we can develop things so quickly, but that also creates challenges because emerging technologies move incredibly fast. There's something new every week. If your software can deliver so much, there are a lot of questions reps need to feel prepared for, and we need to give the organization the ability to operate with clarity and confidence in this complex environment. Highspot has helped us do part of that, particularly in making sure teams understand how we're positioning ourselves, but there's also a lot of technical enablement and training that we need to make sure they complete. Teams have to prepare for conversations in many different contexts, and that fundamentally changes how an organization executes. You can't just memorize anymore. You need to understand. Ultimately, scaling a company is not about having the best strategy on paper. It's about ensuring that all of your employees can bring that strategy to life and communicate it with passion. RR: Yeah. I love the way you landed that because you're 100% right that to a certain extent it can be a knowledge gap, and another layer can be that confidence gap. But then that third and final layer is the context gap. Can reps embody the strategist? Can they embody the strategy? Reps want to do well. It benefits them and it benefits you. So when things are going awry, it's not intentional. It's hard to get up to speed and start delivering in the field, especially when things are changing so rapidly. If you can slowly bridge all those gaps, your strategy starts to encompass the whole company. And again, it's such a cool role that you have, getting to bring that to life and then watch it trickle out into every customer conversation your teams are having. You mentioned 2021 and implementing Highspot, and it's been five years since then. In that time, what key results have you seen? Any wins that you're especially proud of, whether early on or today during this rebrand phase? SL: Highspot is now widely used across the organization. We have the sales team, SDR team, CX team, and leadership all using it. Initially, we bought licenses only for the sales team, and since then we've more than doubled, if not tripled, our licenses because people continue asking for access. I think that's one of the biggest indicators of value. What I continue to see, and why I continue investing in the platform, is consistency. You want to be consistently delivering and positioning yourself in the market. As our product offering expanded and we began serving multiple industries and personas across different regions, it became critical that teams could access the most relevant materials quickly. Highspot ensures that everyone across the organization is working from the same narrative and delivering a consistent experience to customers and prospective customers. That alignment becomes very important as the organization scales. One of the most impressive things after the rebrand was that from the very next day, everything had changed. Everything in Highspot was Leah. I knew the marketing team had been working incredibly hard, but from day one everything was available to us. That's what tools are for. When you buy a tool, you want to make sure it makes you look good. RR: I can imagine that's a monumental task—to take every single piece of collateral, every single deck you've ever built, and overnight update it so every rep has all the content, messaging, and everything they need to hit the ground running on day one of the rebrand, day one of Leah. To the point of bringing strategy to life, you really did it. Very early on, you said you're never ready for a rebrand. And yes, it's certainly a huge task, but it does seem like you've come through it successfully. That takes me to the last question I had for you, which is: for other leaders navigating a rebrand or shifting message while trying to position themselves in a constantly changing market, what advice would you share? SL: One of the most important lessons for me is that rebrands are not simply marketing exercises. They're full organizational transformations. The success of a rebrand depends on whether the entire organization is bought in and understands the narrative, and whether they feel confident communicating what you're doing to customers. Like I said before, the success of the rebrand is really only clear when you see that it has landed with your customer base. Another key element is staying very close to your customers during the process. Understand how they're going to perceive this, and once you've launched it, pay attention to their initial reactions so you can address anything quickly. That's your most valuable insight because customers really know how you're positioning yourself in the market and what you can actually deliver. You want to make sure what you've changed feels true to who you are. Luckily, with Leah, customers responded positively to the rebrand. They felt the narrative resonated. When your organization combines strong strategic direction with customer insight, you're much more likely to build a story that's authentic and compelling. That's what you want with your brand. It needs to make sense. People need to know it wasn't just done to look good. It needs to resonate with the company and what you're offering. RR: Yeah. You absolutely need to prove that this is something worthwhile and valuable to your customer base, and that it tells the story and provides the value they're looking for. Otherwise, to your point, it winds up feeling like a vanity exercise because someone didn't like the colors or didn't feel the name was quite right. It needs to be strategic and feel strategic. Shelly, thank you so much for joining us today. It has been an absolute pleasure talking with you and learning more about the work that you're doing at Leah. To our audience, thank you so much for listening to this episode of the Win/Win Podcast. Be sure to tune in next time for more insight on how you can maximize go-to-market success with Highspot.

Alles auf Aktien
Die perfekte Agenda fürs Mega-IPO-Jahr und 6 Übernahmekandidaten

Alles auf Aktien

Play Episode Listen Later May 26, 2026 21:38 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über florierende Luftfahrt-Titel, darbende Chemie-Werte und den historischen Ferrari-Moment. Außerdem geht es um Lufthansa, Air France-KLM, MTU Aero Engines, Ryanair, TUI, BASF, Brenntag, Deutsche Börse, Delivery Hero, Uber, Prosus, Ferrari, Porsche, Klarna, StubHub, Chime, Figma, CoreWeave, Circle, Cerebras, Fervo Energy, HawkEye 360, Aramco, Alibaba, SoftBank, NTT, Visa, AIA, Enel, Meta, General Motors, ICBC, Bank of America, Goldman Sachs, DoorDash, Entain, Scout24, Big Yellow Group, Melrose Industries, Argenx, Alpha Bank, UniCredit, Commerzbank. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Law, disrupted
Inside QE'S $440 Million Win Against Credit Suisse For Softbank

Law, disrupted

Play Episode Listen Later May 15, 2026 33:33


John is joined by Richard East, Senior Partner of Quinn Emanuel's London office, and Nikolas Bruce-Smith, Partner in Quinn Emanuel's London office. They discuss a major London commercial trial arising from the collapse of Greensill Capital and the resulting litigation between Credit Suisse and SoftBank. The plaintiff alleged that SoftBank sought to orchestrate, for its own ends, a complex restructuring involving the Greensill Group in late 2020, through which approximately US$440 million worth of assets were allegedly placed improperly beyond the reach of creditors while Greensill was in severe financial distress.Following a five-week trial in 2025, and one of the first major trial conclusions arising from the widely publicised Greensill collapse, Credit Suisse's claim failed. SoftBank's conduct was vindicated by the English High Court, which found that SoftBank had acted “in good faith” and “did not know or suspect” that Greensill intended to prejudice its creditors.The trial was especially unique and notable, garnering extensive press attention, because Greensill founder Lex Greensill voluntarily agreed, on the eve of trial, to appear and testify despite not being called by either side and while facing separate legal and regulatory proceedings. A development like this is almost unheard of in complex, high-stakes commercial litigation and required all parties to adapt at the last minute in response to such an extraordinary turn of events as the trial commenced.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi

Squawk on the Street
Hot Inflation Day 2, Trump-Xi Summit, Nvidia CEO Huang Goes to China 5/13/26

Squawk on the Street

Play Episode Listen Later May 13, 2026 42:39


Carl Quintanilla, Sara Eisen and Michael Santoli led off the show with market reaction to another batch of hotter-than-expected inflation data: Month-on-month, April PPI nearly tripled economists' forecasts — one day after CPI showed a jump in consumer inflation due to high gas prices. A live report from Beijing after President Trump arrived in China for high stakes talks with President Xi. Shares of Nvidia rose after Jensen Huang joined fellow CEOs such as Elon Musk on the trip. Also in focus: Musk vs. Altman, chips coming off their worst day since late April, Nebius surges, SoftBank and Alibaba earnings, Amazon rolls out its AI shopping assistant, oil prices climb, Cerebras to price what's expected to become the biggest IPO of the year so far.   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.

WSJ Tech News Briefing
TNB Tech Minute: SoftBank Launches Battery Venture in Japan

WSJ Tech News Briefing

Play Episode Listen Later May 11, 2026 2:33


Plus: Prosus sells partial stake in Delivery Hero for nearly $395 million. And unemployment is on the rise in the information technology job sector. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices