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Charles Schwab's Nathan Peterson breaks down the factors for recent market softness caused mostly by the tech sector. He says there is a lot of volatility happening within the cohort, especially within the AI memory trade. Bitcoin's lagging price action is another pressure he sees impacting markets. Nate also investigates the outlook for market growth amid the lack of progress in U.S.-Iran peace discussions.======== 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
Experts are warning investors to brace for a 'choppy' market in the tech sector. Some of the US's leading chip companies have been getting some extra attention on them, as the market looks set to change. Milford Asset Management's Jeremy Hutton explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Experts are warning investors to brace for a 'choppy' market in the tech sector. Some of the US's leading chip companies have been getting some extra attention on them, as the market looks set to change. Milford Asset Management's Jeremy Hutton explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
A strong start for chip companies suddenly took a turn for the worse in a market sell-off. The traders break down what the reversal means for chip price levels and the broader tech market going forward. Then, Kalshi Co-founder and CEO Tarek Mansour talks perpetual futures and the prediction market surge. Plus, why Apple's price is tumbling after its disappointing Worldwide Developers Conference, why investors are piling into defensives, and earnings to look out for tomorrow. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Kevin Davitt with Nasdaq discusses his overall look on the tech sector currently and what to make of recent tech momentum. He mentions underperformers like Microsoft (MSFT) that have since bounced back and what it means for the Nasdaq-100's (NDX) growth. Kevin also breaks down the outlook for potential market volatility following a parabolic rally in AI stocks.======== 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
Todd Sohn discusses tech's impact on the overall market, noting the sector now makes up about 40% of the S&P 500 (SPX) and is becoming a dominant part of portfolios everywhere. As a way to balance your portfolio, Todd tells investors to consider investments in healthcare and energy sectors as a way to balance the tech surge. ======== 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
The S&P 500 ticked up to a record close after reaching a new all-time high on Tuesday as traders monitored the latest U.S.-Iran developments as well as moves in major tech names.The broad-based index advanced 0.13% to end at 7,609.78 for its first close above the 7,600 threshold, while the Dow Jones Industrial Average gained 228.91 points, or 0.45%, to 51,307.79. The latter also rose to a new all-time intraday high earlier in the session. The Nasdaq Composite eked out a gain of 0.03% to end at 27,093.90.Alphabet weighed on the S&P 500, with shares down almost 4% after the company said it would raise $80 billion from stock sales to fund its artificial intelligence buildout. That includes a $10 billion investment from Berkshire Hathaway.SPI up 38 - Copper in focus - MP1 to raise $823m - GDP todayMarcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
While the tech sector has been a well-known driver of earnings and performance on Wall Street, it's also been the major contributor to emerging markets as well. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says that's largely to the contributions of TSMC in Taiwan and Samsung and SK Hynix in South Korea, emerging markets are up 26% year to date and 54% over 12 months. Investec Focus Radio SA
Ted Mortonson, Managing Director at Baird, discusses the implications of the AI-driven infrastructure spending reshaping global markets. He also shares views on the evolving playbook for technology investing, portfolio construction and risks that could challenge the sector.
Our annual Memorial Day Weekend program features a review of ETFs in Photonics, Space, AI, and Quantum Computing. We discuss Nvidia earnings and what it means for the Tech Sector. We also reveal the date of the much-anticipated SpaceX IPO. Happy Memorial Day!
The cost of computer components has shot up, and there's concerns about what it could mean for the tech sector. The shortage of memory chips has prompted tech investors to worry about what this could mean for the market. Sam Dickie from Fisher Funds explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
The cost of computer components has shot up, and there's concerns about what it could mean for the tech sector. The shortage of memory chips has prompted tech investors to worry about what this could mean for the market. Sam Dickie from Fisher Funds explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
AI-tied stocks sold off after a report stated OpenAI couldn't meet sales metrics. Spotify (SPOT) shares dropped as subscriber growth slows. Seagate (STX) aimed to retake tech momentum after the closing bell. Marley Kayden talks about the biggest stories of Tuesday's trading day.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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
Preview for Later Today:Joel Kotkin examines California's tech sector, noting how high taxes and housing costs alienate workers. Additionally, AI's massive energy needs for data centers clash with the state's restrictive environmental and democratic policies.1945
Daniel Lam discusses the latest developments in China's technology sector, highlighting key emerging trends and the opportunities ahead.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Josh Wolfe, Co-founder of Lux Capital, talks with TITV Host Akash Pasricha about the mounting macro risks for startups and why he believes the massive CapEx spend on data centers is fundamentally irrational. We also talk with Jason Celino from KeyBanc about Atlassian's 10% staff reduction and its pivot toward AI agents, and we get into the details of Microsoft's new Texas data center deal with our reporter Anissa Gardizy. Finally, we look at Gemini & the Winklevosses' attempt at a turnaround in the prediction market with reporter Yueqi Yang.Articles discussed on this episode: https://www.theinformation.com/articles/microsoft-talks-lease-large-texas-data-center-site-oracle-walked-awayhttps://www.theinformation.com/briefings/atlassian-lays-10-staff-ceo-plans-investment-aihttps://www.theinformation.com/articles/winklevosses-bet-big-crypto-bull-market-bet-wrongSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/
Senior Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: The Great Rotation: Fade Dying Tech Stars.
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: The Worst Is Yet to Come for AI Winners and Losers.
Nic Puckrin (@CoinBureau) stops by Morning Movers to look at this year's selling in Bitcoin. He posits that Bitcoin may have preceded the tech sector selling pressures and examines how the crypto assets behaved compared to other asset classes. Nic says $58,000 would line up with the 200-day moving average and indicate a bearish market trend for Bitcoin on a technical basis. He's looking for more liquidity coming into the crypto markets via a down dollar and lower rates.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
This week on Talking Wealth, Fil and Pedro discuss whether the technology sector in the US and Australia is truly finished or simply experiencing a sentiment-driven pullback. They break down the forces behind the recent weakness in tech and assess whether the move is driven by fundamentals or market sentiment. To wrap up, they review key US and ASX technology stocks to help investors cut through the noise and focus on the real risks and opportunities.
Fritz Folts highlights signs that the Nasdaq run might be running out of steam, and notes that Bitcoin, which has taken a beating lately, has been used as a tech and market “exuberance” indicator. Commenting on the ‘SaaS-pocalypse', he's not sure we're at the point that they're “actually going to be disrupted” by AI, but he thinks the time is coming. Data ownership will be key to sort out the winners and losers.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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
Learn about the latest in local public affairs in about the time it takes for a coffee break! Brian Callanan of Seattle Channel and David Kroman of the Seattle Times discuss a wave of local job layoffs, a financial challenge for Seattle's new convention center, a milestone for Seattle's social housing developer, a record-high spike in evictions in King County, and a potential change in Seattle's building permit policy. If you like this podcast, please support it on Patreon!
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Downgrading The Tech Sector and Its Misleading Earnings.
#SCALAREPORT: AI AND ROBOTICS DOMINATE CES Colleague Chris Riegel, CEO of Scala.com. Reporting from CES, Chris Riegel highlights the dominance of AI and robotics, from household droids to military applications. While the tech sector booms with massive infrastructure spending, Riegel warns of a "K-shaped" economy where Main Street struggles with softening demand, masking the wealth concentrated in artificial intelligence and data centers. NUMBER 61953
From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored and reported by CNBC's Jessica Ettinger. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Artificial intelligence isn't just chatbots. The technology is being integrated all across our economy and our lives. And that convergence of AI and robotics, biology and more is likely to be the most important tech trend in 2026, according to Futurist and CEO of the Future Today Strategy Group, Amy Webb.
Artificial intelligence isn't just chatbots. The technology is being integrated all across our economy and our lives. And that convergence of AI and robotics, biology and more is likely to be the most important tech trend in 2026, according to Futurist and CEO of the Future Today Strategy Group, Amy Webb.
In this episode, EY thought leaders discuss Israel tax developments affecting multinational companies operating in Israel, especially within the high-tech sector. These changes include the taxation of transfers of intellectual property out of Israel, transfer pricing principles that can apply to cost-sharing arrangements, and administrative changes intended to manage controversy and provide more certainty to R&D centers based in Israel.
Continuing our discussion on the US tech sector, let's break down how demographics and rising capital costs are stifling innovation. The tech boom relied upon a few things: a young, highly-skilled workforce concentrated in hubs like Silicon Valley and cheap and abundant capital. I don't know if you've noticed, but the US doesn't have the young workers or the capital environment to fund long-term tech development. Combine that with what we discussed yesterday, and you get a tech sector that is going to struggle in the years and decades to come.You're getting access to this podcast at the same time it's released on Patreon. For early access to all the videos and more, join Patreon here: https://www.patreon.com/PeterZeihan
We're doing a two-part series on the tech sector. Today, we'll be looking at the disruption caused by deglobalization and Trump's policies.The gadgets and gizmos that fill our homes rely on highly complex supply chains, with most of that work happening in Asian countries. Any disruption to these interconnected networks could send devastating ripple effects down the line. US Tariffs on Asian imports discourage US participation in supply chains and incentivize companies to move production entirely outside of the US.As tech manufacturing floods out of the US and we continue down this path of deglobalization, the future of American tech production looks worse and worse. Tomorrow, we'll tack on the issues of demographics and rising capital costs.You're getting access to this podcast at the same time it's released on Patreon. For early access to all the videos and more, join Patreon here: https://www.patreon.com/PeterZeihan
A comparison of early stage state supports for the indigenous tech sector in Ireland and Northern Ireland' with Minister Jack Chambers The Minister for Public Expenditure, Infrastructure, Public Services, Reform and Digitalisation, Jack Chambers today launched a new report, 'A comparison of early stage state supports for the indigenous tech sector in Ireland and Northern Ireland' which was conducted by Scale Ireland and QUBIS, and commissioned by InterTradeIreland. Supporting the Irish tech sector The report, which was conducted over the last year, provides an in-depth and comprehensive comparative analysis of the state financial supports available for supporting early stage tech start-ups in Ireland and Northern Ireland. It also contains several proposals on enhancing collaboration between Ireland and Northern Ireland and their indigenous tech ecosystems. Some of the Key Proposals To further support the development of a more integrated all-island ecosystem, the state agencies should initiate a forum with stakeholders from Ireland and Northern Ireland on an annual or twice yearly basis. A joint funding initiative for companies in Ireland and Northern Ireland under the Shared Island initiative should also be explored. A Department for the Economy-led study could consider exploring joint funding mechanisms, such as a cross-border tech seed fund that leverages incentives to stimulate investment in high-growth sectors, strengthen regional economic clusters, and support sustainable, knowledge-driven business growth across Northern Ireland and Ireland. Launch and fund an initiative to gather more specific data to assess the state and impact of both indigenous tech ecosystems and how they compare and interact. The Programme for Government in Ireland contains a commitment to commission a statistical series of comparative data. The all-island ecosystem might be a suitable subject for consideration in this regard, potentially providing the basis for this further study The CEO of Scale Ireland, Martina Fitzgerald said 'This report presents a strong vision for enhanced collaboration between the indigenous tech sectors in Ireland and Northern Ireland. It is very clear there are opportunities for further joint funding initiatives and data collection and this can be progressed by the setting up of a Stakeholder Forum bringing together key agencies and organisations'. The Chair of Scale Ireland,Brian Caulfieldsaid 'This report provides valuable, in-depth insights into early stage state supports and funding in Ireland and Northern Ireland. It highlights shared challenges and opportunities in relation to funding. It will be of great value to founders and will, hopefully, encourage increased policy coordination'. Rachael Corridan, Programme Manager, InterTradeIreland said 'The Comparison of Early-Stage State Supports for the Indigenous Tech Sector in Ireland and Northern Ireland report highlights the importance of cross-border collaboration in addressing shared challenges and unlocking growth opportunities. InterTradeIreland is proud to support this project, and the work of Scale Ireland and QUBIS through our Synergy programme'. Prof Brian McCaul, CEO, Qubis, "This report highlights how Ireland and Northern Ireland have complementary tech ecosystems with real potential to achieve more through closer collaboration. By strengthening all-island cooperation we can improve access to funding, talent and international markets and build a more competitive innovation ecosystem" Scale Ireland is the independent not-for-profit representative organisation for Irish tech start-up and scaling companies. Founded in late 2019, Scale Ireland has over 820 members of all stages, sizes and sectors in the tech start-up community. Its key mission is to make Ireland a leading location for innovation and entrepreneurship. Scale Ireland is now the largest representative organisation for the indigenous tech sector. InterTradeIreland which connects and helps businesses...
A career in tech was once seen as a safe bet — the jobs were plentiful, the pay was ample. But this year the tech sector had another “meh” year for hiring according to the job site Indeed. Tech jobs have been declining now for several years, but this year, the losses at least seemed to stabilize, according to Indeed's latest Jobs & Hiring Trends Report. Still, job postings in the industry remain well below their pre-pandemic baseline. Marketplace's Meghan McCarty Carino spoke with Indeed senior economist Cory Stahle for a look at how this year turned out for the tech job market.
A career in tech was once seen as a safe bet — the jobs were plentiful, the pay was ample. But this year the tech sector had another “meh” year for hiring according to the job site Indeed. Tech jobs have been declining now for several years, but this year, the losses at least seemed to stabilize, according to Indeed's latest Jobs & Hiring Trends Report. Still, job postings in the industry remain well below their pre-pandemic baseline. Marketplace's Meghan McCarty Carino spoke with Indeed senior economist Cory Stahle for a look at how this year turned out for the tech job market.
Ireland's ambitions to strengthen female leadership across its technology sector have taken a leap forward with the launch of NOVA - Women in Tech Leadership Programme, designed specifically for the top tier of emerging female tech leaders. Created by Technology Ireland Digital Skillnet in partnership with Connecting Women in Tech (CWIT), NOVA will focus on combining human-centred leadership with the advanced strategic technology and AI-enabled capabilities expected of senior tech leaders in the years ahead. For the Technology Ireland Digital Skillnet, the NOVA programme builds on a decade of impact on women in the technology sector, through its multi award winning women tech returner programmes, bringing over 900 women back to the tech sector, and impacting on gender balance across the sector. The initiative will see over 20 professionals from 25 CWIT member companies advance their leadership journey when the first cohort commences in January. Máire Hunt, Director of Technology Ireland Digital Skillnet, said: "As a sector we must continually find new ways to attract, retain and promote women. Particularly in the age of AI, women can be disproportionately affected. The NOVA programme is a high-performance accelerator specifically designed for women leaders who can shape the future of technology in an AI driven world. It equips participants not just to take a seat at the table, but to shape it." Women are often underrepresented in tech and AI leadership roles, which can influence how AI systems are developed and implemented. If AI systems are developed without diverse perspectives, they may perpetuate biases that disproportionately affect women. Una Fitzpatrick Director of Technology Ireland, said: "Women in Technology already excel in their technical domain. However, they are under-represented at more senior management positions. Companies across the sector are looking for a sector driven, development pathway that prepares female leaders to make an impact in an AI driven world." Technology Ireland Digital Skillnet partnered with CWIT for the pilot NOVA programme, which was formally launched on Friday last. Maire Hunt added: "CWIT exists to help women thrive in the tech industry, so they were a natural partner for the first NOVA programme." The inaugural intake in January includes 25 female leaders across domains such as cloud computing, cybersecurity, fintech, AI services, semiconductors, and enterprise technology. Companies such as Ergo, ADM, HPE, Workday, Kerry Group, ESB, Mastercard, Salesforce, BT, Accenture and Microsoft are represented. Commenting, Sabrina Staunton of Mastercard and CWIT, said: "CWIT exists due to the power of the network to attract, retain and promote females to thrive in the technology space in Ireland. We are excited to launch the first-of-its-kind development program to address the challenge of female talent retention across the Irish technology industry, through the power of partnerships built on our collective power to empower." NOVA includes modules on strategic thinking, future technologies, emotional intelligence, AI-enabled decision making, high-impact communication and personal leadership identity. Combining live workshops, one on one coaching and a leadership impact project, the NOVA programme blends in-person and virtual sessions, one on one coaching and practical insights. Held over a six-month period it is designed to build skills progressively and embed new leadership habits. Individual companies can also deliver the programme in-house for groups of female leaders. Version 1 is one example where the programme is contextualised for a fast-growing AI driven organisation. Ireland's technology sector employs more than 170,000 people across global multinationals, high-growth Irish companies and a vibrant start-up ecosystem. As businesses continue to adapt to AI-driven transformation, programmes such as NOVA that develop strategic awareness, adaptability and leadership presence will be in de...
The latest in business, financial, and markets news and how it impacts your money, reported by CNBC's Peter Schacknow Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The tech sector has been a major bright spot in the economic doom and gloom in recent years. The TIN report is a well-regarded barometer of the sector, quantifying the economic significance of the top 200 technology export companies by revenue. Greg Shanahan, the managing director of the Technology Investment Network, spoke to Corin Dann.
Manpreet speaks with Ray about the likelihood of a December Fed rate cut and its impact on risk assets. They recommend that investors use pullbacks as opportunities to add to tech stocks in the US and China following strong tech earnings and guidance. They conclude the discussion with implications for Japanese risk assets of a potentially significant budget stimulus from the Takaichi government.Read our latest Weekly Market View report here. Speakers: - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank - Ray Heung, Senior Investment Officer, Standard Chartered Bank
Know Your Risk Radio with Zach Abraham, Chief Investment Officer, Bulwark Capital Management
November 17, 2025 - Zach and Chase discuss various themes including ghost stories, market vulnerabilities, AI bubbles, investment strategies, and the importance of diversification. They delve into the current market trends, the significance of hedging, and the dynamics of global markets.
In the latest LPL Market Signals podcast, Jeffrey Buchbinder, LPL Research's Chief Equity Strategist, and Adam Turnquist, LPL Research's Chief Technical Strategist, recap last week's tech-led gains for the stock market, cover major market-moving events, including big tech earnings, the Fed meeting, and Trump's meeting with China's President Xi, check the charts to look for cracks in the bull market rally, and preview the week ahead. Tracking: #820463
i'm wall-e, welcoming you to today's tech briefing for monday, october 27th. explore the latest in tech: layoffs continue: tech sector faces over 22,000 layoffs in 2025, with companies like rivian and applied materials scaling back due to declining demand and export controls. google's strategic shift: google eliminates over 100 design roles in its cloud division to focus more on ai development. app integrations expand: openai releases new chatgpt integrations for seamless connectivity with spotify, figma, and booking.com, enhancing user experience while raising data privacy concerns. regulatory challenges: the european commission identifies meta and tiktok in violation of the digital services act, accusing them of restricting public data access and complicating content reporting processes. legal disputes in tech: automattic files counterclaims against wp engine over trademark misuse, spotlighting tensions between open-source ideals and corporate practices. that's all for today's ai briefing. we'll catch you back here tomorrow!
Join Emerging Technologies Conference 2025 guest host Dr. Mark Lewis, President and CEO of the Purdue Applied Research Institute, for a conversation with Elīna Egle, CEO of the Federation of Security and Defense Industries of Latvia. Egle shares insights into Latvia's growing defense and security sector, highlighting its strengths as well as its vulnerabilities. The discussion covers topics such as funding acquisition, international cooperation, NATO procurement systems, and barriers to innovation in Latvia's key areas, including logistics services, industrial heritage in aircraft building, space technologies, and autonomous drone systems. Latvian Companies Mentioned: Lightspace Technologies: https://lightspace3d.com/ Exonicus: https://exonicus.com/ To receive updates about the conference please join our mailing list here: https://www.emergingtechnologiesinstitute.org/sign-up http://emergingtechnologiesinstitute.org https://www.facebook.com/EmergingTechETI https://www.linkedin.com/company/ndia-eti-emerging-technologies-institute https://www.twitter.com/EmergingTechETI
Join Emerging Technologies Conference 2025 guest host Dr. Mark Lewis, President and CEO of the Purdue Applied Research Institute, for a conversation with Elīna Egle, CEO of the Federation of Security and Defense Industries of Latvia. Egle shares insights into Latvia's growing defense and security sector, highlighting its strengths as well as its vulnerabilities. The discussion covers topics such as funding acquisition, international cooperation, NATO procurement systems, and barriers to innovation in Latvia's key areas, including logistics services, industrial heritage in aircraft building, space technologies, and autonomous drone systems.Latvian Companies Mentioned:Lightspace Technologies: https://lightspace3d.com/Exonicus: https://exonicus.com/To receive updates about the conference please join our mailing list here: https://www.emergingtechnologiesinstitute.org/sign-up http://emergingtechnologiesinstitute.org https://www.facebook.com/EmergingTechETI https://www.linkedin.com/company/ndia-eti-emerging-technologies-institute https://www.twitter.com/EmergingTechETI
P.M. Edition for Sept. 29. The Trump administration is cracking down on companies that it says pose national-security risks by adding them to an expanded trade blacklist. WSJ tech policy reporter Amrith Ramkumar discusses why that might be a headache for U.S. companies. Plus, alongside Israeli Prime Minister Benjamin Netanyahu, President Trump releases a 20-point plan to bring peace to Gaza. And a frothy U.S. credit market is making some on Wall Street worry that it's ripe for a fall. We hear from Matt Wirz, who covers credit for the Journal, about other signs that have some investors concerned. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks may be due for a wake-up call as the earnings season heats up, and the government shutdown looms large. Matt Maley warns that a potential government shutdown and budgetary concerns could lead to higher long-term interest rates, which could put a lid on the rally. He also notes that the tech sector, which has been a key driver of the market's gains, is starting to show signs of fatigue, and a pullback in the group could have broader implications for the market. Maley highlights AMD (AMD) and Marvell (MRVL) as two under-the-radar tech names that could benefit from a technical breakout.======== 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
Plus: Amazon plans to close its Amazon Fresh stores in the U.K. And Tylenol maker Kenvue stock rebounds. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 675: Neal and Toby discuss the impact of the new $100K annual fee for H1-B Visas that has tech companies scrambling. Plus, details emerge from the pending TikTok deal that could bring ownership to the US. Also, Hamburger Helper sales are boosted by Americans trying to save money on food. Meanwhile, prizes are handed out to the quirkiest scientists in the world. Finally, what you need to know in the week ahead. 00:00 - Get your MBD live show tickets! 2:50 - Costly H1-B Visa fee 7:20 - TikTok deal imminent 11:30 - Hamburger helper booms 17:00 - Ig Nobel prize winners 21:00 - Week Ahead You can try reMarkable Paper Pro Move for 100 days for free. If it's not what you're looking for, get your money back. Get your paper tablet at https://www.remarkable.com today Get your MBD live show tickets here! Presale code LETSRIDE Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
This week's episode arrives as Adam and Cristian are gearing up for Fal.Con, CrowdStrike's annual event taking place next week in Las Vegas. They'll be recording a live episode on some fascinating LLM research presented at the show, so stay tuned for that in a couple of weeks. Amid their prep, they took the time to sit down for a conversation starting with a simple prompt: What are today's security leaders and practitioners talking about? Their discussion sheds light on the industries hardest hit by nation-state and eCrime activity and explores why some sectors, like technology and telecommunications, are seeing a sharp spike in targeted intrusions while others are facing an increase in cybercrime. Tune in to learn about shifts in Chinese cyber activity, what happens when an adversary sees another adversary in a target environment, and whether modern tech innovations will drive changes in cyber espionage.
The UAE is pouring money into building a tech sector, focusing on semiconductor fabrication plants and data centers.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://mailchi.mp/zeihan/should-the-uae-invest-in-a-tech-sector
Market Wrap-Up and Economic Insights: September 3rd Edition In this episode of Dividend Cafe, host Brian Szytel provides a market update for September 3rd. The DOW closed slightly down, while the S&P and NASDAQ were up. Key drivers included positive legal news for major tech companies and weaker-than-expected job numbers, leading to lower interest rates. Discussions also covered factory orders, labor market conditions, and the nuances of monetary policy's impact on inflation. Brian emphasized the strength of consumer balance sheets due to resilient mortgage rates. The episode concluded with a shoutout to a recent salmon fishing trip in British Columbia. 00:00 Introduction and Market Overview 00:24 Tech Sector and Job Numbers Impact 01:08 Economic News and Fed Futures 02:13 Inflation and Interest Rates Discussion 02:52 Consumer Balance Sheets and Housing Market 04:23 Concluding Remarks and Personal Note Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
South Florida is vulnerable to the impacts of climate change. Start-ups, local governments and researchers are working to make the area more resilient, but federal funding cuts may hinder those efforts. William Brangham traveled to the region and reports for our series, Tipping Point. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy