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En Capital Intereconomía seguimos la apertura del Ibex 35 y del resto de las bolsas europeas en una sesión marcada por las expectativas sobre la política monetaria del BCE y por los movimientos corporativos que están protagonizando algunas de las compañías más relevantes del mercado internacional. En el análisis de mercados, David Cortina, responsable de Renta Variable de Santander Private Banking, examina las claves de una jornada en la que los inversores permanecen muy atentos a la esperada subida de tipos del BCE y a sus posibles implicaciones sobre el crecimiento económico, la inflación y los distintos sectores bursátiles. Entre los protagonistas de la sesión destaca ASML, que continúa marcando nuevos máximos históricos impulsada por la fortaleza de la demanda vinculada a la inteligencia artificial y a los semiconductores avanzados. También analizamos la caída de SoftBank Group tras las dificultades encontradas para estructurar una operación de financiación respaldada por su participación en OpenAI, así como las implicaciones que puede tener para su estrategia inversora en el ámbito tecnológico. Otro de los focos informativos se sitúa en Sanofi, después de que la farmacéutica anunciara la suspensión de un ensayo clínico relacionado con tratamientos para enfermedades autoinmunes, una decisión que ha despertado el interés de los inversores por sus posibles efectos sobre la cartera de productos de la compañía. Además, repasamos la estrategia de mercado en un entorno caracterizado por tipos de interés más elevados, tensiones geopolíticas y un creciente protagonismo de la inteligencia artificial como motor de crecimiento empresarial. Terminamos la hora con el Consultorio de Bolsa, donde Miguel Méndez, analista independiente, responde a las consultas de los oyentes sobre valores nacionales e internacionales, niveles técnicos y oportunidades de inversión.
En Capital Intereconomía seguimos la apertura del Ibex 35 y del resto de las bolsas europeas en una jornada en la que los inversores digieren las recientes subidas de mercado, el auge de la inteligencia artificial y la llegada de nuevas compañías tecnológicas al parqué. En el análisis de mercados, Ignacio Cantos, socio director de ATL Capital, interpreta las recientes correcciones como un movimiento natural tras varias jornadas consecutivas de avances y con los principales índices estadounidenses acumulando importantes ganancias en lo que va de año. A su juicio, el fondo de mercado sigue siendo positivo, apoyado por unos datos macroeconómicos que continúan mostrando fortaleza. La atención se dirige a Broadcom, que corrige tras unos resultados que no han terminado de convencer al mercado, y a SoftBank Group, que sufre una fuerte caída bursátil en una sesión marcada por la volatilidad del sector tecnológico. Otro de los protagonistas es Quantinuum, filial de Honeywell, que debuta en el Nasdaq aprovechando el creciente interés por la computación cuántica. Cantos destaca que se trata de una tecnología todavía en una fase muy inicial, con enorme potencial a largo plazo, pero donde resulta difícil identificar hoy a los futuros ganadores. La conversación también pone el foco en ASML, que continúa consolidando su posición como una de las compañías más valiosas de Europa gracias a su papel prácticamente monopolístico en la fabricación de maquinaria esencial para la producción de chips avanzados. Asimismo, se analiza la esperada salida a bolsa de SpaceX, una operación que vuelve a situar a Elon Musk en el centro de atención de los mercados y que podría convertirse en una de las mayores OPV tecnológicas de los últimos años. La jornada se completa con el Consultorio de Bolsa junto a Daniel Santacreu, analista independiente, resolviendo las dudas de los oyentes sobre valores nacionales e internacionales.
En Capital Intereconomía repasamos las claves del día y la evolución de los mercados internacionales en una jornada marcada por los máximos de Wall Street, la tecnología y la incertidumbre geopolítica. En Asia, el Nikkei 225 lidera las subidas mientras SoftBank Group amplía su rally bursátil. En Estados Unidos, el Dow Jones Industrial Average marca nuevos récords y el mercado permanece pendiente de los próximos movimientos de la Reserva Federal y del liderazgo de Kevin Warsh. En Europa, las bolsas apuntan a una apertura alcista tras los máximos registrados en Wall Street. En el primer análisis de la mañana, Ignacio Vacchiano, country manager en Iberia de Leverage Shares, analiza cómo el tira y afloja con Irán sigue condicionando a los mercados, el fuerte impulso de los semiconductores en Wall Street y el contraste entre compañías como IBM y Walmart. También se pone el foco en el mercado de bonos y en el nivel de alerta que podría activar la rentabilidad del bono estadounidense a 30 años, así como en el impacto que puede tener la gigantesca salida a bolsa de SpaceX. Además, repasamos las principales portadas de la prensa económica nacional e internacional. En el bloque europeo, hablamos con María Canal, portavoz de la representación de la Comisión Europea en España, sobre las previsiones económicas de primavera y las últimas decisiones de Bruselas. La Comisión rebaja las previsiones de crecimiento para España por el impacto de la inflación y advierte del deterioro económico en la eurozona, que entra en fase de contracción con crecientes presiones inflacionistas.
En Capital Intereconomía seguimos la apertura del Ibex 35 y del resto de bolsas europeas en una jornada marcada por la geopolítica, la inteligencia artificial y los bancos centrales. En el análisis de mercados, Rafael Ojeda, agente y miembro del comité de inversiones de URSUS 3 Capital AV, analiza el posible acuerdo entre EE.UU. e Irán y su impacto sobre el petróleo, el dólar y los mercados financieros. También pone el foco en el efecto NVIDIA sobre la renta variable global y el auge de la inteligencia artificial como gran motor bursátil. Sobre la mesa, además, el futuro debut bursátil de SpaceX en el Nasdaq, pese a presentar pérdidas de 4.700 millones de dólares, así como el fuerte impulso de SoftBank Group gracias al tirón de NVIDIA y a la expectativa por la salida a bolsa de OpenAI. La conversación también analiza las actas de la Reserva Federal, que vuelven a abrir la puerta a futuras subidas de tipos de interés, y las estrategias de inversión más adecuadas en un contexto de elevada incertidumbre y volatilidad. Además Franco Macchiavelli, analista de mercados atiende a nuestra audiencia con sus dudas sobre valores.
En Capital Intereconomía seguimos muy de cerca la apertura del Ibex 35 y de las principales bolsas europeas en una jornada marcada por los resultados empresariales y los movimientos corporativos internacionales. En el análisis de mercados, David Cortina, responsable de renta variable de Santander Private Banking, analiza las claves bursátiles del momento con el foco puesto en SoftBank Group, que supera previsiones gracias a su apuesta por OpenAI. También destaca el anuncio de Siemens de elevar su programa de recompra de acciones y los resultados de Allianz, que gana un 49% más aunque reduce ingresos. Además, el mercado sigue pendiente de la decisión de India de elevar los aranceles al oro para proteger la rupia, en un contexto de fuerte volatilidad en materias primas y divisas. El programa se completa con el tradicional consultorio de bolsa junto a Miguel Méndez, analista independiente, que responde a las dudas de los oyentes sobre valores, sectores y estrategias de inversión.
SoftBank Group Corp. on Wednesday reported a consolidated net profit of 5,002.2 billion yen for fiscal 2025, up about 4.3-fold from the previous year, marking a new record high for a Japanese company.
En Capital Intereconomía, la jornada arranca con nuevos máximos en los mercados internacionales. En Asia, el Nikkei 225 supera por primera vez los 62.000 puntos impulsado por la tecnología, mientras en Wall Street los índices vuelven a marcar récord gracias a los resultados de las grandes tecnológicas. Europa, tras las fuertes subidas de la sesión anterior, apunta a una apertura más plana. En el primer análisis de la mañana, Araceli de Frutos, asesora del fondo Alhaja Inversiones FI, destaca que bolsa, bonos y dólar siguen muy pendientes de la evolución de las negociaciones con Irán. También subraya la fortaleza del sector tecnológico, con especial protagonismo de SoftBank Group, y la elevada volatilidad del crudo ante la posibilidad de un acuerdo nuclear con Teherán. Además, apunta que los resultados empresariales siguen actuando como motor de nuevas ganancias, en un contexto en el que firmas como Fidelity consideran que el sector tecnológico continúa infravalorado. En el bloque internacional, Miguel Ángel Melián, analista internacional y consultor de asuntos públicos, analiza el posible acuerdo entre EE.UU. e Irán para poner fin a la guerra, las elecciones clave para el futuro político de Keir Starmer y la situación de Alemania, atrapada entre la crisis industrial y la falta de reformas estructurales.
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über den Absturz von Spotify, den „lächerlichen“ Dämpfer für KI-Aktien und die Laufschuhe von Warren Buffett. Außerdem geht es um Amazon, Meta, Microsoft, Alphabet (Google), SoftBank Group, AMD, Broadcom, Nvidia, Oracle, Arm Holdings, BYD, Coca-Cola, PepsiCo, Keurig Dr Pepper, Booking Holdings, Robinhood Markets, Seagate Technology, Starbucks, T-Mobile US, Visa, Qiagen, Bayer, Salzgitter, Asics, Adidas und Berkshire Hathaway. 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
SoftBank Group reports a return to profitability due to strategic investments in artificial intelligence. The company has diversified its portfolio with AI-driven startups across healthcare, finance, and consumer technology. These investments aim to reduce risk and maximize returns as AI technology integrates into various sectors. Challenges include rapid technological advancement and ethical concerns like data privacy and algorithmic bias. SoftBank's approach positions it to capitalize on AI's growth, impacting economic and societal progress.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.
Softbank Group Corp. said Thursday that its consolidated net profit in April-December last year increased fivefold from a year before to 3,172.6 billion yen, thanks to investment profits mainly from U.S. artificial intelligence powerhouse OpenAI.
US equity futures firmer with S&P pointing slightly up. US two and ten-year yields both down. Dollar is mostly weaker with biggest move versus yen. Oil up. Gold extends to new record high above $5k/oz. Silver above $100. Industrial metals mostly higher. Bitcoin lower. In latest trade developments, President Trump threatened 100% tariffs on Canada if it makes deal with China. Trump is unclear on the deal he is referring to, though follows PM Carney's recent visit to China where he and Xi agreed to tariff concessions on China EVs and Canada agricultural products. Market is mostly ignoring Trump's latest tariff threat. Meanwhile, sources said India plans to reduce tariffs on Europe auto imports to 40% from as much as 110%, as part of free trade deal that could be announced as soon as Tuesday. UK PM Starmer is leading a delegation of business leaders in Beijing trip this week to enhance trade relationship.Companies Mentioned: Merck, Revolution Medicines, USA Rare Earth, SoftBank Group
SoftBank Group has completed its $40 billion investment in OpenAI, Samsung TVs to integrate Google Photos starting in 2026, and China mandates 50% domestic chip equipment in facilities expansion. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. IfContinue reading "Meta Acquires Singaporean AI Startup Manus for $2 Billion – DTH"
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Singapore shares rose today, tracking gains seen across Asian markets. The Straits Times Index was up 1.26% at 4,577.92 points at 1.15pm Singapore time, with a value turnover of S$816.74M seen in the broader market. In terms of counters to watch for today, we have CDL, UOL, and GuocoLand, after DBS Research took a bullish stance on Singapore property counters, initiating a sector-wide lift in its target prices for developers including CDL, UOL and GuocoLand. Elsewhere from how earnings from chip titan Broadcom failed to meet investors’ lofty expectations, to higher than expected initial jobless claims numbers out of the US, more corporate and international headlines remained in focus. Also on deck, how Lululemon Athletica said its CEO Calvin McDonald was leaving the company without a replacement. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Jeremy Tan, CEO, Tiger Fund Management.See omnystudio.com/listener for privacy information.
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are: AMD Financial Analyst Day Breakdown: AMD presents long-term growth projections with over 35% revenue CAGR. Pat & Dan discuss AMD's 10-15% GPU market share projection, emphasizing Lisa Su's track record of execution and credibility. SoftBank's Strategic Repositioning: SoftBank sold its entire stake in Nvidia for $US5.83 billion ($8.9 billion). Masayoshi Son, Chairman of Japan's SoftBank Group plans to reallocate capital to OpenAI and other AI infrastructure investments. Hosts discuss the potential of ARM-based AI chip development. Anthropic's Infrastructure Investment: New $50 billion data center construction commitment with FluidStack. Claude Code is driving significant revenue and a path to 2028 profitability. Comparison with OpenAI's infrastructure strategy and independence goals. Cloud Infrastructure and Capacity Deals: Nebius secures $3 billion deal with Meta for GPU capacity. Meta's strategy of risk-sharing and outsourcing during demand peaks. The Depreciation Debate: Patrick argues there's a 6-year depreciation period for GPUs based on historical usage patterns, citing continued use of A-, V-, and H-series GPUs. Questions are raised about reticle limits and performance scaling sustainability. Government Shutdown Resolution: Senate votes to reopen government after 43-day closure, leaving in its wake and estimated $11 billion permanent economic loss and $16 billion in missed wages. Hosts break down the market's mixed response with AI sector concerns overshadowing the reopening. Cisco Earnings Analysis: Beat on revenue and earnings with solid enterprise performance. AI infrastructure orders are expected to triple to $3 billion in 2026. Hyperscale AI orders are at $1.3 billion with a strong growth trajectory. CoreWeave Market Position: Stock down 33% from three-month peak, but still up 16% over six months. Data center build-out delays appear to be impacting capacity and revenue projections. Applied Materials Performance: Beat expectations despite revenue decline from the China market loss. Future growth potential from TSMC, Intel, and Samsung US expansion. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.
The International Energy Agency says global oil and gas demand will rise for the next 25 years if the world does not change course; Masayoshi Son's SoftBank Group has sold its entire stake in Nvidia; and investors have been selling off the debt of US tech heavyweights. Plus, Italian Prime Minister Giorgia Meloni's plan to reduce income taxes for the “middle-class” has sparked criticism that she is helping the rich.Mentioned in this podcast:Oil and gas demand to rise for 25 years without global change of course, says IEAWhy Nvidia should be glad to see the back of SoftBankSoftBank sells Nvidia stake for $5.8bn as it prepares for AI investmentsInvestor angst over Big Tech's AI spending spills into bond marketGiorgia Meloni's ‘middle-class' tax cut sparks political row in ItalyToday's FT News Briefing was produced by Victoria Craig, Lulu Smyth and Sonja Hutson. Our show was mixed by Kelly Garry. Additional help from Gavin Kallmann. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music. Hosted on Acast. See acast.com/privacy for more information.
Market news for November 12, 2025: Asian markets up on hopes over shutdown deal, rate cut; Softbank Group sells entire Nvidia stake to fund AI investment; Ringgit hits year’s high against Singdollar; UOB outlook lags that of DBS, OCBC amid spotlight on asset quality in Q3. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written and hosted by: Emily Liu (emilyliu@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.
El S&P 500 y el Nasdaq caen el martes. Resurge algo la preocupación por las elevadas valoraciones del sector tecnológico. Mientras, los mercados siguen de cerca los avances para poner fin al cierre del gobierno federal más largo en la historia de Estados Unidos. Por otro lado, la actualización semanal de las cifras preliminares de nóminas de ADP muestra que las empresas privadas perdieron un promedio de 11.250 puestos de trabajo cada semana hasta el 25 de octubre. Las ganancias de Nike, McDonald's y Goldman Sachs mantiene a flote al Dow. Las acciones de Nvidia pierden un 2,3% después de que el inversor tecnológico japonés SoftBank Group revelase que se había deshecho del resto de sus acciones en el líder de la IA por 5.830 millones de dólares. Y los títulos de CoreWeave, respaldada por Nvidia, ceden un 10,8% después de que la empresa de computación en nube recortase sus previsiones de ingresos anuales. También es protagonista Google por sus inversiones en Alemania. Analizamos el mercado esta hora con Javier Díaz Izquierdo, de Renta 4 Banco. Y nos vamos a la COP30 para hablar con Gonzalo Sáenz de Miera, Director de Cambio Climático y Alianzas de Iberdrola.
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über den Rohstoffboom, einen Ausverkauf bei BMW und die Nobelpreis-Anlageformel. Außerdem geht es um Nvidia, AMD, Oracle, Samsung Electronics, Mercedes-Benz Group, Volkswagen, Porsche Automobil Holding, Thyssenkrupp, Salzgitter, Klöckner & Co, Aixtron, Puma, Hochtief, Bilfinger, Friedrich Vorwerk Group, Recursion Pharmaceuticals, ABB, SoftBank Group, Amundi MSCI World (2x) Leveraged ETF (WKN: ETF888), Amundi MSCI USA Daily (2x) Leveraged ETF (WKN: A0X8ZS), WisdomTree Nasdaq 100 3x Daily Leveraged (WKN: A3GL7E), WisdomTree DAX 3x Daily Leveraged (WKN: A1VBKS). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast 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/article104636888/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Japanese investing conglomerate SoftBank Group is buying a robotics company as the financial behemoth says physical AI is its next frontier. SoftBank announced on Wednesday that it has acquired Zurich, Switzerland-based ABB Group's robotics business unit for more than five billion dollars. The deal is subject to regulatory approval; SoftBank predicts the deal will close in mid-to-late twenty twenty six. Sami Atiya, the head of the division, will exit the company once the acquisition is complete. Square has launched new features for merchants, including AI-powered voice ordering for restaurants, enhancements to its AI assistants, such as providing local insights and an integrated Bitcoin solution to accept and hold the digital currency. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wir durchleuchten die Nvidia-Earnings, China will seine KI-Chip-Produktion verdreifachen. DeepSeek kündigt die Kompatibilität seines neuesten Modells mit heimischen Chips an, während Cambricon Rekordgewinne erzielt. Microsoft und OpenAI ringen um eine Umstrukturierung, die sich bis ins nächste Jahr zieht, und Meta verliert Forscher an OpenAI. Das KI-Start-up Lovable erhält Finanzierungsangebote bei 4 Milliarden Dollar Bewertung. Google bereitet die Abspaltung seiner Ad-Tech-Sparte vor, CrowdStrike übertrifft knapp die Prognosen, und Snowflake beruhigt Anleger mit starker Guidance. Affirm überrascht mit Gewinnsprung. Die USA veröffentlichen BIP-Daten auf der Blockchain, während Trumps Medienfirma Milliarden in Krypto verschiebt. Elon Musk steht vor einer Betrugsklage im Wahljahr 2024. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf doppelgaenger.io/werbung. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) NVIDIA Earnings Analyse (00:15:50 ) China Chip-Offensive (00:19:30) OpenAI Microsoft Verhandlungen (00:24:35) Meta KI-Talentflucht (00:29:20) Loveable Bewertungssprung (00:35:00) Google Ad-Tech Abspaltung (00:36:40) Crowdstrike, Snowflake, Affirm (00:42:50) Lutnick Verstaatlichungspläne (00:48:00) Trump Krypto-Expansion (00:54:20) Triggerwarnung (00:59:40) Tech-Regulierung Handelskonflikte (01:02:35) Musk Lotterie-Klage Shownotes Nvidia übertrifft Erwartungen, KI-Ausgaben sollen weiter steigen – cnbc.com China will KI-Chip-Produktion verdreifachen – ft.com DeepSeek-Modell kompatibel mit Chinas neuen KI-Chips – cnbc.com China AI-Schlüsselakteur Cambricon verzeichnet Rekordgewinn – bloomberg.com Microsoft-Gespräche verschieben OpenAI-Umstrukturierung auf nächstes Jahr – ft.com Forscher verlassen Metas neues Superintelligenz-Labor – wired.com KI-Start-up Lovable erhält Finanzierungsangebote bei 4 Mrd. $ Bewertung – ft.com Wie Google die Ad-Tech-Einheit unabhängig machen will – theinformation.com CrowdStrikes Quartalsprognose verfehlt Analystenschätzungen – bloomberg.com Lutnik Defense – barrons.com USA veröffentlicht BIP-Daten auf Blockchain in Trump-Krypto-Initiative – bloomberg.com Trumps Medienfirma startet neues Geschäft zum Kauf von Milliarden in Nischen-Kryptowährung - WSJ – wsj.com Tether, SoftBank Group und Jack Mallers gründen Bitcoin-Unternehmen "Twenty One" – cantor.com Ein Teenager war suizidgefährdet. ChatGPT war der Freund, dem er sich anvertraute. – nytimes.com Meta-Chatbot gibt Teenagern Tipps zu Selbstverletzung – washingtonpost.com Meta-CEO Mark Zuckerberg lobbyierte bei Trump wegen Digitalsteuern – bloomberg.com Mark Zuckerberg kündigt Änderungen bei Metas Inhaltsmoderation an – techpolicy.press Elon Musk muss sich Betrugsklage wegen Wahlverlosung 2024 stellen – bloomberg.com Doppelgänger #500 Party Losverfahren – doppelgaenger.io DG Open #02 Bewerbung – forms.gle
Beyond LLMs - The Case for Organic, Brain-Inspired Al with Bruno Maisonnier.Welcome back to Redefining AI, the award winning tech podcast powered by Squirro, the Enterprise Generative AI Platform. In this pisode, Lauren Hawker Zafer is joined by Bruno Maisonnier - a Pioneer in Humanoid Robotics and Visionary in Artificial Intelligence.Bruno Maisonnier is a prominent French entrepreneur and engineer recognized for his groundbreaking contributions to the field of humanoid robotics and his ongoing work in developing a new generation of artificial intelligence. He is the founder of Aldebaran Robotics, the company behind the internationally acclaimed NAO and Pepper robots, and currently leads the charge at AnotherBrain, a company pioneering "Organic AI."An alumnus of the prestigious École Polytechnique, Maisonnier began his career in the banking sector. However, his passion for technology and a belief in the future of personal robotics led him to a significant career change. In 2005, he founded Aldebaran Robotics in Paris, with the ambitious goal of creating humanoid robots that could interact with humans in a natural and intuitive way. Under his leadership, Aldebaran developed the NAO robot, a small, programmable humanoid that quickly became a standard platform for research and education worldwide. This was followed by the creation of Pepper, a larger, more sophisticated robot designed for social interaction and commercial applications. These robots were revolutionary in their ability to perceive and respond to human emotions, marking a significant step forward in the field of social robotics.In 2012, SoftBank Group acquired a majority stake in Aldebaran Robotics, which was later fully integrated into the Japanese conglomerate. Maisonnier eventually departed from the company he founded and, in 2017, embarked on a new venture with the establishment of AnotherBrain.With AnotherBrain, Maisonnier is focusing on what he terms "Organic AI," a novel approach to artificial intelligence inspired by the workings of the human brain. This new generation of AI aims to be more efficient, require less data, and provide explainable results, moving beyond the limitations of current deep learning models.Tune into the spotlight from the upcoming episode nine with Bruno! This is a truly unique and insightful dive into AI beyond LLMs.#techpodcast #ai #redefiningai Subscribe to the channel and share what you enjoyed! Give us some stars and feedback in the review section!
Spotlight Nine -Beyond LLMs - The Case for Organic, Brain-Inspired Al with Bruno Maisonnier.Welcome back to Redefining AI, the award winning tech podcast powered by Squirro, the Enterprise Generative AI Platform. In the upcoming episode, Lauren Hawker Zafer is joined by Bruno Maisonnier - a Pioneer in Humanoid Robotics and Visionary in Artificial Intelligence.Bruno Maisonnier is a prominent French entrepreneur and engineer recognized for his groundbreaking contributions to the field of humanoid robotics and his ongoing work in developing a new generation of artificial intelligence. He is the founder of Aldebaran Robotics, the company behind the internationally acclaimed NAO and Pepper robots, and currently leads the charge at AnotherBrain, a company pioneering "Organic AI."An alumnus of the prestigious École Polytechnique, Maisonnier began his career in the banking sector. However, his passion for technology and a belief in the future of personal robotics led him to a significant career change. In 2005, he founded Aldebaran Robotics in Paris, with the ambitious goal of creating humanoid robots that could interact with humans in a natural and intuitive way. Under his leadership, Aldebaran developed the NAO robot, a small, programmable humanoid that quickly became a standard platform for research and education worldwide. This was followed by the creation of Pepper, a larger, more sophisticated robot designed for social interaction and commercial applications. These robots were revolutionary in their ability to perceive and respond to human emotions, marking a significant step forward in the field of social robotics.In 2012, SoftBank Group acquired a majority stake in Aldebaran Robotics, which was later fully integrated into the Japanese conglomerate. Maisonnier eventually departed from the company he founded and, in 2017, embarked on a new venture with the establishment of AnotherBrain.With AnotherBrain, Maisonnier is focusing on what he terms "Organic AI," a novel approach to artificial intelligence inspired by the workings of the human brain. This new generation of AI aims to be more efficient, require less data, and provide explainable results, moving beyond the limitations of current deep learning models.Tune into the spotlight from the upcoming episode nine with Bruno! This is a truly unique and insightful dive into AI beyond LLMs.#techpodcast #ai #redefiningai Subscribe to the channel and share what you enjoyed! Give us some stars and feedback in the review section!
While it's been a calmer week in the markets (thank God!), there's a lot to talk about! This week on Bits + Bips, hosts James Seyffart, Ram Ahluwalia, and Steven Ehrlich, along with guest Charles Edwards of Capriole Investments, dive into: Whether it's time to be bullish on all crypto assets Whether a Trump put actually exists The risks behind bitcoin treasury companies like the new Twenty One Capital Why Solana ETFs might not be the smash success people expect The controversial invite to the White House for $TRUMP holders Why there's a big disconnect in the markets Bitwise James Seyffart, Research Analyst at Bloomberg Intelligence Ram Ahluwalia, CFA, CEO and Founder of Lumida Steven Ehrlich, Executive Editor at Unchained Guest: Charles Edwards, Founder of Capriole Investments Twenty One: Recent coverage of Unchained on Twenty One: Why Twenty One Capital Is More About Volatility Than Bitcoin Twenty One Aims to Buy as Much Bitcoin as Possible. Can It Succeed? Press Release: Tether, SoftBank Group, and Jack Mallers Launch Twenty One, a Bitcoin-native Company, Through a Business Combination With Cantor Equity Partners Does The Market Still Control Trump? Donald Trump's chaos has left investors with frayed nerves 4 of the Mag7 Reporting This Week Big Tech's Earnings Problem Is Estimates May Be Way Too High $TRUMP Trump's Meme Coin Dinner Contest Earns Insiders $900,000 in Two Days Other: Apollo slides Timestamps:
The race for Bitcoin supremacy just got more complicated. Twenty One Capital, backed by Tether, SoftBank, and Cantor Fitzgerald, plans to stack as much BTC as it possibly can. But is this new venture really about Bitcoin … or about creating a hyper-volatile stock to play market cycles? This week on Unchained, Jeff Park of Bitwise and Mark Palmer of Benchmark join to discuss: Why SoftBank and Tether are a “perfect match”—and why they turned to Bitcoin How volatility, not bitcoin itself, might be the real asset investors are buying What Cantor's involvement says about Wall Street's readiness for crypto Why the launch timing matters Whether Twenty One could repeat MicroStrategy's mistakes Whether these new Bitcoin vehicles are better bets than spot bitcoin or ETFs Plus, is SoftBank getting into crypto a top signal?
A new company called Twenty One is making waves—with a launch strategy that echoes Strategy (formerly MicroStrategy), a cap table that includes Tether, SoftBank, and Cantor Fitzgerald, and a plan to acquire more Bitcoin than anyone else. They're starting with 42,000 BTC, worth nearly $4 billion, and they've hinted they'll use convertible debt, equity raises, and other market mechanics to buy more. But is this just a smarter MicroStrategy? Or a recipe for financial reflexivity gone wrong? In this episode, Matthew Sigel, head of digital assets research at VanEck, digs into: How the strategy works and why it could break What happens if the stock trades below NAV Why timing the market may be a feature, not a bug And whether this signals a new phase in corporate Bitcoin exposure Sigel also shares a bold idea for “BIT Bonds” that could let the U.S. Treasury issue Bitcoin-linked government debt. Could it work? Plus, Unchained regulatory reporter Veronica Irwin talks about her scoop that we might see a crypto market structure bill as early as this week. Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! Bitkey: Use code UNCHAINED for 20% off FalconX Mantle Guest Matthew Sigel, Head of Digital Assets Research at VanEck Links Unchained: Press Release: Tether, SoftBank Group, and Jack Mallers Launch Twenty One, a Bitcoin-native Company, Through a Business Combination With Cantor Equity Partners The Block: Strike founder Jack Mallers to lead Tether-backed multi-billion bitcoin buying venture, Twenty One Capital Ryan Watkins' post on X Jeff Park's post on X Timestamps:
Can Japan solve climate change with $3 million? Why are Japanese companies creating AI Customers? Why aren't any of Japan's Universities in the Global Top 100 for AI?SHOW NOTESJAPANIAEA Upbeat, but Niigata Governor Delays Kashiwazaki-Kariwa RestartSUPPLY CHAIN WARJapan to give $3 mil to help Pacific islands fight climate changeChina's EUV breakthrough: Huawei, SMIC reportedly advancing LDP lithography, eye 3Q25 trial, 2026 rolloutU.S. to levy fees on ships linked to China, push allies to do similar – draft executive orderSOCIETY 5.0 Hitachi uses generative AI to create "AI customers" and generate catchy slogansNissan tests driverless vehicles in city streets filled with cars and peopleJapanese university unveils AI program for medical student trainingJapan research team develops technology to visualize acne-causing bacteria using AIOnce-reluctant builders now using unmanned machinery, AIIbaraki's Tsukuba and Tsuchiura cities to introduce AI into childcare facility admission selection processRelease of Japanese voice platform models "Izanami" and "Kushinada"Trinity, the AI camera company, launches "unlimited SIM plan for security cameras" that does not require an internet connectionAI: The Future of Ibaraki - Part 1: Efficiency (3) Automatic detection of fires and floods, 24-hour non-stop safety monitoringOsaka Metro to start offering "face recognition ticket gate" service from March 25thNEC unveils completely contactless "face recognition payment" to be introduced at the World ExpoWave, an autonomous driving startup backed by SoftBank Group, moves closer to launching commercial services49 Chinese universities in the top 100 for AI, zero in Japan; half of top US researchers are from China'Another DeepSeek moment'? Chinese start-up launches new AI agent, sparking widespread attention
"They will judge Masa to have been an extraordinarily consequential investor and historic figure in world investing and tech investing because he has made not just spectacular bets—but he's made so many people rich. I mean, with other people's money. All these founders, he's given them money, he's been an enormous disruptor, and he's built global businesses. He's built a huge business in Japan on the mobile operator. So for all these reasons, I know he sometimes feels dissatisfied with his legacy, and he's now trying to build his greatest legacy in the march to artificial general intelligence. Maybe the legacy will finally be judged by whether this bet pays off. What will his role be in the AI revolution? I would say to him, 'You've done pretty well so far.' " - Lionel Barber, author of "Gambling Man" Fresh out of the studio, Lionel Barber, former editor of the Financial Times and author of "Gambling Man" joined us in a conversation to unravel the enigmatic figure of Masayoshi Son, the CEO of SoftBank Group. We began with Lionel's career journey as the former editor of Financial Times and why inspired him to work on this book. We progressed how he put together a nuanced portrait of Masa as a resilient outsider whose Korean-Japanese heritage fueled his drive to succeed in Japan's stratified society and shared stories of Masa's evolution from software distributor to global tech investor with Vision Fund. Lionel explains how this "eternal optimist" has consistently ridden technological waves for four decades while making and losing billions. He unpacks Masa's unique investment philosophy of thinking big, his revolutionary $100 billion Vision Fund that disrupted venture capital norms, and his latest half-trillion-dollar bet on AI. Throughout the conversation, Lionel reveals the complexity behind the caricature, arguing that history will remember Masa as an extraordinarily consequential figure in global tech investing despite his mixed record of spectacular wins and losses. Episode Highlights: [00:46] Introduction to Lionel Barber and his book on Masayoshi Son [01:34] Lionel's journalism career origins [03:57] Key lessons from Lionel's career [05:25] What makes Masayoshi Son unique [06:33] The resilience behind Masa's character [07:49] The "Gambling Man" and core themes [10:38] Challenges in documenting Masa's story [13:07] How Masa's Korean heritage shaped him [15:49] Defining moments in Masa's business career [18:33] Evolution from software distributor to global tech conglomerate [22:21] Masa's dual roles: operator and investor [24:21] Understanding Masa's investment philosophy [31:30] How Masa changed tech investing [34:30] The hardest question about Masa [35:23] Masa's historical legacy [39:10] Closing remarks and book recommendations Profile: Lionel Barber, Author of "Gambling Man" LinkedIn: https://www.linkedin.com/in/lionel-barber-473826135/ X: https://x.com/lionelbarber?lang=en BlueSky: https://bsky.app/profile/did:plc:yv5ux5l7lcvmxexdswey5hqx Gambling Man Profile Page: https://www.simonandschuster.com/books/Gambling-Man/Lionel-Barber/9781668070741 FT Profile: https://www.ft.com/lionel-barber Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288
【欢迎订阅】每天早上5:30,准时更新。【阅读原文】标题:OpenAI's Sam Altman and SoftBank's Masayoshi Son Are AI's New PowerCouple正文:In his newly built palace near Tokyo, lined by stone statues of Roman emperors and surrounded by an 18-hole golf course, Masayoshi Son was stewing. After declaring for years the imminent arrival of the artificial-intelligence revolution, the chief executive officer of SoftBank Group had missed out on it. “I haven't been able to do anything,” he thought, according to a speech he gave to SoftBank investors last year. “Can I just get old like this and die?”知识点:statue n. /ˈstætjuː/A statue is a large sculpture of a person or an animal, made of stone or metal. (⽯或⾦属做的动物或⼈的) 雕像• ...a bronze statue of an Arabian horse. …⼀座阿拉伯马青铜雕像。获取外刊的完整原文以及精讲笔记,请关注微信公众号「早安英文」,回复“外刊”即可。更多有意思的英语干货等着你!【节目介绍】《早安英文-每日外刊精读》,带你精读最新外刊,了解国际最热事件:分析语法结构,拆解长难句,最接地气的翻译,还有重点词汇讲解。所有选题均来自于《经济学人》《纽约时报》《华尔街日报》《华盛顿邮报》《大西洋月刊》《科学杂志》《国家地理》等国际一线外刊。【适合谁听】1、关注时事热点新闻,想要学习最新最潮流英文表达的英文学习者2、任何想通过地道英文提高听、说、读、写能力的英文学习者3、想快速掌握表达,有出国学习和旅游计划的英语爱好者4、参加各类英语考试的应试者(如大学英语四六级、托福雅思、考研等)【你将获得】1、超过1000篇外刊精读课程,拓展丰富语言表达和文化背景2、逐词、逐句精确讲解,系统掌握英语词汇、听力、阅读和语法3、每期内附学习笔记,包含全文注释、长难句解析、疑难语法点等,帮助扫除阅读障碍。
S&P futures are indicating a slightly lower open, down (0.24%), as traders digest the escalating tariff rhetoric from President Trump, who recently imposed 25% tariffs on steel and aluminum imports with warnings of additional measures on cars, semiconductors, and pharmaceutical products in the near term. Asian markets were mixed on Tuesday. Greater China markets closed lower, as investors took profits following a six-day rally driven by AI-related optimism. European earnings season has started strong, with 69% of companies beating sales forecasts. Companies Mentioned: Columbus McKinnon, Phillips 66, SoftBank Group
How will AI agents flooding the corporations affect the way we work? Can Japan's small scale startups compete? What do we know about China's new secret submarine's role in the Supply Chain War?SHOW NOTESSUPPLY CHAIN WARNew Unreported Submarine In China Leaves West GuessingPanama: Will not renew agreement with China on Belt and Road initiativeTrump says the US will take over the Gaza StripGreenland PM calls election with Trump pressure mountingExclusive: Japan weighs Alaska LNG pipeline pledge to win Trump's favourJAPAN SOCIETY 5.0OpenAI and SoftBank Group partner to provide cutting-edge enterprise AI "Crystal Intelligence" in Japan, ahead of the rest of the worldJetBrains also announced "Junie," an AI agent that codes autonomously.Geniee Group company JAPAN AI Co., Ltd. starts offering AI agent "Slide Creation Assistant""Rimo Voice" becomes a meeting AI agentAVILEN starts offering a highly accurate document processing AI agent, aiming to significantly reduce manual work and improve productivitySoftBank Group plans to deploy hundreds of millions of AI agents -- new business with OpenAI and enterprise AIOpenAI chief Altman signs deal with S Korea's Kakao after DeepSeek upsetOpen House Real Estate to introduce DXYZ's facial recognition platform "FreeiD" for its first all-facial recognition apartment buildingDXYZ of the Migaro Group introduces FreeiD facial recognition to apartments in FukuokaPrefectural police to introduce AI camera analysis at all 18 police stations in the new fiscal year to quickly process huge amounts of footageGunma Prefecture FY2025 Budget Proposal: Safety - AI-based camera footage analysis
Plus, SoftBank Group and OpenAI team up to offer artificial-intelligence services to Japanese businesses. And a leading semiconductor equipment maker's CEO says China remains far behind the West in cutting-edge chip manufacture. Pierre Bienaimé hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Send Everyday AI and Jordan a text messageDid DeepSeek really train a chart-topping LLM for $5 million? Google Gemini quietly updated its AI chatbot. And OpenAI released a new model. That's just the beginning of impactful AI news this week. Join us on Mondays as we do the AI news that matters. Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Ask Jordan questions on AIUpcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:1. DeepSeek's AI Model2. OpenAI's Plans and Developments3. Important Updates from Other Tech Giants4. US Copyright Office's Stance on AI Content5. Market Scene Around AITimestamps:00:00 AI Breakthroughs and Costs Analyzed05:52 AI Market Shifts: NVIDIA & OpenAI Impact08:04 DeepSeek's AI Controversy and Impact12:11 Microsoft Hosts Controversial DeepSeek Model17:04 AI Outputs Lack Copyright Protection20:28 AI and Copyright Challenges22:31 SoftBank Boosts OpenAI Investment25:41 OpenAI Releases Free Advanced Model29:55 OpenAI's Internet-Connected AI ModelKeywords:AI, DeepSeek's AI model, copyright ruling, OpenAI, reasoning model, o three Mini, AI infrastructure plan, Stargate, DeepSeek's hardware expenditure, SemiAnalysis report, NVIDIA, US economy, US National Security Council, distillation technique, Microsoft, Azure cloud service, Google Gemini, US copyright case, copyright law, SoftBank Group, funding round, chain of thought reasoning technique, AI agents, Oracle, supply chain management, Internet connection, code development, business intelligence, data, ChatGPTgov Ready for ROI on GenAI? Go to youreverydayai.com/partner
Global shares decline amid concerns over potential tariffs from President Trump. The CAC 40 in France falls 1.6%, while Germany's DAX decreases by 1.5% and the FTSE 100 in Britain drops 1.3%. U.S. stocks show anticipated declines, with Dow futures down 1.2% and S&P 500 futures sliding 1.5%. In Asia, Japan's Nikkei 225 loses 2.7%, the S&P/ASX 200 in Australia declines 1.8%, and South Korea's Kospi decreases by 2.5%. Analysts expect increased market volatility due to potential trade conflicts. The tariffs may disrupt global trade flows and raise operational costs. SoftBank Group's shares rise 0.5% due to a joint venture with OpenAI, despite concerns about AI investments. President Trump plans to impose tariffs of 25% on imports from Canada and Mexico, and 10% on goods from China, effective Tuesday. Canada and Mexico announce retaliatory tariffs. The U.S. Federal Reserve maintains its interest rate amid trade policy uncertainties. In energy, U.S. crude oil increases to $74.29 a barrel, and Brent crude rises to $76.71. The U.S. dollar strengthens against the Japanese yen, while the euro decreases in value.Learn more on this news visit us at: https://greyjournal.net/ Hosted on Acast. See acast.com/privacy for more information.
On WSJ's Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss Wall Street's reaction to President Donald Trump's inauguration and his slew of executive orders. They talk about the president's and his wife Melania Trump's meme coins and the Stargate venture, an AI infrastructure plan led by ChatGPT maker OpenAI and global tech investor SoftBank Group. Later on the show, Gunjan and Telis tackle what might be the biggest question for investors right now: Is the Federal Reserve done cutting interest rates? They're joined by Sonal Desai, chief investment officer of Franklin Templeton Fixed Income, to dive into what may be the new normal for interest rates, what she will be looking out for when Jerome Powell speaks at the upcoming Federal Reserve meeting, and Treasury secretary pick Scott Bessent's stance on tariffs. They also talk about what's happening in the bond market. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Further Reading To read more from co-host Telis Demos, catch up on Are the L.A. Wildfires One Catastrophe or Two? It Matters to Insurers. For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on the Street column and WSJ's Live Markets blog.
Congress plays its annual holiday game of Continuing Resolutions, Donald Trump gets the gift of a planned $100 billion investment in the U.S. from the SoftBank Group, and will drones mess up New Jersey’s Christmas? Don’t shoot down Santa Claus! All that and a hard-working Parting Shot. Merry Christmas, everybody. We’ll see you in two […]
Congress plays it's annual holiday game of Continuing Resolutions, Donald Trump gets the gift of a planned $100 billion investment in the U.S. from the SoftBank Group, and will drones mess up New Jersey's Christmas? Don't shoot down Santa Claus!All that and a hard-working Parting Shot.Merry Christmas, everybody. We'll see you in two weeks!
On today's Top News in 10, we cover: At least three people are dead following a school shooting in Madison, Wisconsin this morning. According to the president-elect, the U.S. government might know more about the mysterious drones than is being shared with the public. The Japanese tech-investing firm SoftBank Group is investing $100 billion dollars […]
Description: On today's Top News in 10, we cover: At least three people are dead following a school shooting in Madison, Wisconsin this morning. According to the president-elect, the U.S. government might know more about the mysterious drones than is being shared with the public. The Japanese tech-investing firm SoftBank Group is investing $100 billion dollars into projects in the U.S. over the next four years. The aim is for the investment to generate 100,000 jobs in the U.S. economy. Links From Today's Show: Keep Up With The Daily Signal Sign up for our email newsletters: https://www.dailysignal.com/email Subscribe to our other shows: The Tony Kinnett Cast: https://www.dailysignal.com/the-tony-kinnett-cast Problematic Women: https://www.dailysignal.com/problematic-women The Signal Sitdown: https://www.dailysignal.com/the-signal-sitdown Follow The Daily Signal: X: https://x.com/DailySignal Instagram: https://www.instagram.com/thedailysignal/ Facebook: https://www.facebook.com/TheDailySignalNews/ Truth Social: https://truthsocial.com/@DailySignal YouTube: https://www.youtube.com/user/DailySignal Rumble: https://rumble.com/c/TheDailySignal Thanks for making The Daily Signal Podcast your trusted source for the day's top news. Subscribe on your favorite podcast platform and never miss an episode.
At Mar-a-Lago, President-elect Trump has revealed Japanese multinational investment firm Softbank Group plans to invest $100 billion into U.S. projects in the next four years. The move is set to bring 100,000 jobs to the country, a major economic win for the incoming administration. Meanwhile, the country is seeing improved consumer sentiment, a rapid rise in Bitcoin, and Fed Chair Powell is soon to make his final 2024 rate cut decision. Co-anchor of ‘The Big Money Show' Brian Brenberg speaks with Annex Wealth Management Chief Economist Brian Jacobsen about why the multi-billion-dollar investment is a sign of the times for the US economy in 2025. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices
President-elect Trump announces SoftBank Group will invest $100 billion in U.S. over four years and answers questions on Health Secretary nominee RFK, Jr. and drone sighting; President Biden creates national monument to former Labor Secretary Frances Perkins (FDR); House Republicans say text of government funding extension bill is close to finished; Senate works on National Defense Authorization Act; 80th Anniversary of Battle of the Bulge ceremony at WWII Memorial. Learn more about your ad choices. Visit megaphone.fm/adchoices
At Mar-a-Lago, President-elect Trump has revealed Japanese multinational investment firm Softbank Group plans to invest $100 billion into U.S. projects in the next four years. The move is set to bring 100,000 jobs to the country, a major economic win for the incoming administration. Meanwhile, the country is seeing improved consumer sentiment, a rapid rise in Bitcoin, and Fed Chair Powell is soon to make his final 2024 rate cut decision. Co-anchor of ‘The Big Money Show' Brian Brenberg speaks with Annex Wealth Management Chief Economist Brian Jacobsen about why the multi-billion-dollar investment is a sign of the times for the US economy in 2025. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices
At Mar-a-Lago, President-elect Trump has revealed Japanese multinational investment firm Softbank Group plans to invest $100 billion into U.S. projects in the next four years. The move is set to bring 100,000 jobs to the country, a major economic win for the incoming administration. Meanwhile, the country is seeing improved consumer sentiment, a rapid rise in Bitcoin, and Fed Chair Powell is soon to make his final 2024 rate cut decision. Co-anchor of ‘The Big Money Show' Brian Brenberg speaks with Annex Wealth Management Chief Economist Brian Jacobsen about why the multi-billion-dollar investment is a sign of the times for the US economy in 2025. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices
US futures are indicating a flat open today. European equity markets are trading higher, following Asian markets finished mixed on Friday. Cooler-than-expected US CPI data added momentum to the disinflation trajectory. This firmed market expectations of a September rate cut, with some even pricing in a third cut by year-end. Media continues to focus on whether US President Biden will remain 2024 presidential race.Companies Mentioned: FMC Corp, SoftBank Group, Boeing
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Nikesh Arora is the CEO @ Palo Alto Networks, the leading cybersecurity company in the world with a market cap of $102BN. Before joining Palo Alto Networks, Nikesh was the President and COO of SoftBank Group. Before that, he spent ten years at Google as a senior exec, and President of Europe, the Middle East and Africa. Before that Nikesh was CMO for the T-Mobile International Division of Deutsche Telekom AG. Nikesh serves on the board of Compagnie Financière Richemont S.A. Previously, he served on the boards of SoftBank, Sprint, Colgate-Palmolive Inc., Yahoo! Japan and Tipping Point. In Today's Episode with Nikesh Arora We Discuss: 1. From Investing with Masa @ Softbank to CEO of Largest Cyber Company: What are Nikesh's biggest lessons from working and investing with Masa @ Softbank? What are Nikesh's biggest takeaways from 10 years at Google and working with Eric Schmidt? What does Nikesh know now that he wishes he had known when he started his career? 2. What Makes the Most Valuable Businesses in the World: How does Nikesh think about competition and monopolies? How does Nikesh assess the idea of defensibility, moats and sustaining competitive advantages? What are the most common reasons why incumbents are overtaken? How have Palo Alto Networks been so successful in their M&A strategy? What has worked in M&A? What has not worked? What is their process? 3. What Makes the Best Leaders in the World: Does Nikesh agree that the best CEOs are the best resource allocators? How do the best leaders communicate with large teams at scale? How do the best leaders approach decision-making? What is Nikesh's framework? How does Nikesh approach the idea of delegation? What does he delegate vs what does he not? 4. Behind the CEO: Nikesh Arora: Husband and Father: How does Nikesh reflect on his own relationship to money today? What are Nikesh's biggest lessons in what it takes to bring children up in a world of affluence and ensure they have hunger and ambition? What are some of Nikesh's biggest lessons on parenting? How does Nikesh reflect on what it takes to have a great marriage?
Carl Quintanilla, Jim Cramer and David Faber began the hour by breaking down this ongoing market rally, with the Dow aiming for its 9th straight day of gains. The desk also reacted to news that Softbank Group's Arm Holdings is reportedly planning on launching AI chips in 2025. Staying with the semis, Cramer highlighted Micron for his “Mad Dash” saying he believes the stock will continue to climb; Micron is up 100% over the last full-year of trading. Also in the mix: GameStop shares surged after trader ‘Roaring Kitty' posted online for the first time in roughly three years. Squawk on the Street Disclaimer
In this episode of Market Mondays, we dive deep into the world of investing, technology, and cryptocurrencies with our special guest, Chris Lyons. Join us as we explore a range of topics, from the intersection of tech and investing to the burgeoning fields of crypto and AI.**What We Covered:**1. **Exclusive Interview with Chris Lyons:** We discuss tech, investing, crypto, AI, and CLF, focusing on increasing diversity in these spaces. Chris also shares insights from his background and his thoughts on art in the digital age. 2. **Remembering Charlie Munger:** Reflecting on the legacy of the late Charlie Munger, we explore the top 5 lessons we've learned and adapted from his profound wisdom in investing.3. **Gold's New Peaks:** Analyzing the reasons behind gold hitting all-time highs and what it means for investors.4. **Financial Stress in America:** With 74% of Americans stressed about finances, we discuss whether we're on the brink of a financial crisis.5. **Bitcoin's Rollercoaster:** Bitcoin hit $42,000. We delve into the key lessons from this surge and debate whether it's the right time to invest in crypto.6. **Meeting with the Vice President:** A behind-the-scenes look at our recent meeting with the vice president and its implications for the financial sector.7. **Bitcoin's Future:** Could Bitcoin reach $100,000 in 2024? We analyze the possibilities and implications.8. **Finding the Next NVDA:** Strategies to identify the stock of the year for 2024, following the footsteps of NVDA's success.9. **The Step Children of the Tech Sector:** We discuss six overlooked tech stocks (HP, Softbank Group, Cisco, Texas Instruments, Corning, Ciena) and debate which ones are worth adding to your portfolio.10. **Cryptocurrency Performance Update:** Year-to-date returns of major cryptocurrencies including Bitcoin, Ethereum, Bit Digital, Coinbase, Riot, and Microstrategy.11. **Zuckerberg's Meta Stock Sale:** Unpacking the implications of Mark Zuckerberg selling $189 million worth of Meta stock.Stay tuned for these insightful discussions and much more. Don't forget to like, subscribe, and hit the bell icon to stay updated on all our content!#MarketMondays #Investing #ChrisLyons #Crypto #Bitcoin #TechStocks #CharlieMunger #GoldInvesting #FinancialCrisis #NVDA #TechSector #Cryptocurrency #MetaStock #ZuckerbergSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Is the time ripe for Japanese growth stocks? Donald Farquharson is Baillie Gifford's head of Japanese equities and knows the market better than most. In the latest episode of Short Briefings on Long Term Thinking he draws on a recent visit to the country to explain why conditions seem favourable for a cohort of domestic companies with long-term mindsets. Background There's a sense of renewed confidence and enthusiasm in the air in Japan. The country is home to the world's second-largest market for equities after the US, but it doesn't get a corresponding degree of attention from international investors. The reason is partly because of the nation's past weak economic performance. But a recovery is underway, and critically, many of its growth stocks have strong balance sheets, big ambitions and a positive story to tell. In this episode, Baillie Gifford partner Donald Farquharson draws on his experience of investing in Japan since 1990 to explain why he's particularly optimistic about the opportunities ahead for a select group of companies. They include the medical equipment maker Olympus, the car components manufacturer DENSO and the takeover advisory service Nihon M&A Center.He also shares why he thinks some misunderstand Japan and why it's no coincidence that many of the companies he backs are founder-run.Resources: Discovering the unsung superstars of Japanese technologyFrom Yahoo! to Z Holdings: the evolution of an online pioneerJapan: the small businesses with big opportunitiesInvesting in Japan: distance lends perspectiveDonald Farquharson's LinkedIn pageAiming High: Masayoshi Son, Softbank Group and Disrupting Silicon ValleyPast podcasts Timecodes:00.00 Introduction01:40 Investing in Japan in the 1990s03:00 ‘Undiscovered' Japan03:55 How banks and other businesses changed05:30 A sustainable recovery?06:45 An exciting time for growth companies07:45 Strong balance sheets08:15 Olympus and endoscopes09:45 Diversity on the board11:00 Nihon M&A Center and company takeovers12:50 DENSO, a major supplier to Toyota and others14:30 Toyota City, home to one million people15:35 Competition for car batteries16:30 Baillie Gifford's advantage in Japan17:45 Looking beyond the headlines18:20 Book recommendation: Masayoshi Son and Aiming High19:45 Investing in founder-led firms Follow us via:TwitterLinkedInEmail Companies mentioned include:DENSOKoganei Country ClubNihon M&S CenterOlympusPanasonicROHM SemiconductorSoftbankToyota
Arm, a chip designer owned by SoftBank Group, a big tech-investment firm, filed for an IPO that could be the biggest in America this year. Hosted on Acast. See acast.com/privacy for more information.
US futures are pointing to a slightly lower open. European equity markets have opened with some losses, following mixed levels in Asia. Fed left rate unchanged as expected and markets now expecting 2 more rate hike to follow. Slim majority looking for rate cuts to begin 2Q24 and some projecting a 4Q23 start. Companies Mentioned: Balyo, SoftBank Group