Podcasts about tech sector

If you have a young person in your life who's wondering what a future in the tech sector might look like, this week TechNL is offering an introduction to their High School Tech Immersion Program with a couple of fun sessions, including an introduction to some of the movers and shakers in some of our local tech industries.(Krissy Holmes with Susan Kelly and Timothy Goosney)

In this brilliant interview with Blue Box Asset Mangement's William de Gale we talk about everything from how to account for growth and financial modeling to his own clever and insightful mental models for tech investing. William deGale is the Lead Portfolio Manger of the Blue Box Global Technology Fund and, as of the end of March 2025, the fund has returned ~17% per annum since inception in 2018.  *~*~*~*~*  Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Background (4:55) — Growth Expectations, Nvidia, Buying Optically Expensive Stocks (17:55) — Modeling and Reverse DCFs (21:28) — Riding the Tech Sector (25:19) — Why Tech and “Direct Connection” (34:43) — Disrupters vs Enablers (41:51) — GAAP adjustments and Mature Margin Frameworks? (53:15) — Circle of Competence in High Tech (57:51) — Champagne Glass Model of Tech Investing (1:08:13) — Position Sizing -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here *~*~*~*~*  Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

New tariffs imposed by President Trump in April 2025 are predicted to significantly impact the AI sector due to its reliance on a global supply chain, particularly concerning components manufactured in China, Vietnam, and Taiwan. This policy change, featuring a 10% baseline tariff on all US imports with higher rates for specific countries, is expected to increase the cost of AI infrastructure, including GPUs and memory chips. Consequently, major technology companies experienced a substantial market sell-off, reflecting concerns about disrupted supply chains and decreased profitability. While some analysts believe this represents a temporary pause rather than a complete collapse of the AI market, the increased costs and uncertainty could hinder AI adoption and innovation.

Europe’s tech scene is often seen as trailing the US and China but startups across the continent are challenging that perspective. We meet two founders that are shaking up the industry and proving that ambition, collaboration and smart risks can make Europe competitive again. See omnystudio.com/listener for privacy information.

Anti-American sentiment is surging amid the second term of US President Donald Trump. Ifop research found this week that two thirds of French people support a boycott of US products. One market where those products are especially hard to avoid is technology. Just how integrated into our lives is American tech? How are boycotters taking steps to disconnect? And what's the EU doing to tackle America's tech monopoly? We take a closer look in this edition of Tech 24.

Social media connects us to friends and family, and gives us an unprecedented window to the wider world. But how much do we really know about how social media, and the barons who run these platforms, shape our views and our communities? Former newspaper editor and current Meta advisor Alan Rusbridger sheds light on the question of whether social media is strengthening democracy – or strangling it. Social media is now an inextricable part of our lives. It provides many social goods: connection to friends and family; more touchpoints to the world previously available only via mass media. Yet the initial promise that social media might support democracy is souring, as increasing amounts of misinformation and disinformation flourish on these platforms. With distrust in both legacy media and social media on the rise, how do we stay informed and maintain a civil society? Alan Rusbridger is deeply interested in this question. Long-time editor-in-chief of The Guardian UK and current editor of Prospect Magazine, his achievements span traditional print media as well as The Guardian’s transition to a digital-first newspaper. A supporter of social media from its earliest days, Alan also serves on Meta’s Advisory Group. On a recent visit to Australia, Alan discussed nothing less than media and the future of democracy with Mark Scott in a live event at the University of Sydney. +++ The Solutionists is podcast from the University of Sydney, produced by Deadset Studios. Keep up to date with The Solutionists by following @sydney_uni on Twitter, Facebook, and Instagram. This episode was produced by Liam Riordan with sound design by Jeremy Wilmot. Supervising producer is Andrea Ho. Executive editors are Kellie Riordan, Jen Peterson-Ward, and Mark Scott. Strategist is Ann Chesterman. Thanks to the technical staff at the Faculty of Arts and Social Sciences Media Room. This podcast was recorded on the land of the Gadigal people of the Eora nation. For thousands of years, across innumerable generations, knowledge has been taught, shared and exchanged here. We pay respect to elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people. See omnystudio.com/listener for privacy information.

This week on Talking Wealth, Fil and Pedro dive into the relationship between the US and Australian technology sectors and the recent corrections. Does the pullback signal a prime buying opportunity. They explore the key trends driving both markets and uncover the potential winners in a tech rebound. Tune in to discover where the next big opportunities might be hiding!

This week on Talking Wealth, Fil and Pedro dive into the relationship between the US and Australian technology sectors and the recent corrections. Does the pullback signal a prime buying opportunity. They explore the key trends driving both markets and uncover the potential winners in a tech rebound. Tune in to discover where the next big opportunities might be hiding!

International Women's Day (IWD) is a global event aiming to recognise women's achievements, raise awareness about gender equality and promote women's empowerment. It serves as a crucial platform for activism, highlighting enduring gender disparities and advocating for equality.In what is now a tradition at Cxociety, we begin this year's series with a dialogue with Wendy Lee, senior director at SS&C Blue Prism to get her perspective on women participation in the technology sector in Asia and how the IWD's 2025 theme of "Accelerate Action" addresses the challenges and opportunities for women in Asia's burgeoning tech space.1.       Professionally, you've been in the technology sector for much of your career. Is this an active decision on your part?2.       You have been in tech marketing for some time now, can you share some interesting lessons in your journey?3.       In the context of women as active participants and leaders in Asia's technology sector, how would you describe the progress so far?4.       What are some effective ways for women in tech to network and build professional relationships that can help them access leadership roles in the industry?5.       What is your view on mentorship? What has worked and needs more work in this area?6.       What role do initiatives like the SG100 Women in Tech play in inspiring and empowering women to pursue careers in technology, and how can similar programs be replicated across Asia?7.       Aspirations aside, what are the key challenges women face when leading marketing efforts for global tech/AI firms in Asia, and how can they overcome these obstacles to achieve success?8.      IWD's 2025 theme of "Accelerate Action" is a call to action to accelerate participation by women in leading the charge. What is your advice for women who want to pursue a career in tech?

Oracle (ORCL) reports earnings after the bell, but can it buck the trend of a down tech sector? Danielle Shay and Alonzo Munoz weigh in on the stock's prospects, citing a strong earnings history and potential for growth in cloud infrastructure. However, they also flag concerns over the broader market sell-off and Oracle's own recent volatility. The also discuss other tech names that could be due for a rebound, including Tesla (TSLA), Meta (META), Alphabet (GOOGL), and Amazon (AMZN).======== 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 Aussie market started the week with little movement, as declines in tech and resource stocks were balanced by gains in the big banks. Despite slipping earlier, the market recovered from its worst levels, continuing a rough streak of losses over the past six weeks. Globally, the US market saw its worst session of the year, with tech giants dragging the S&P 500 lower. Locally, earnings season is in full swing, with major results shaking up stocks—Wisetech plunged 20% after boardroom turmoil, while EVT jumped 12.5% on strong earnings. Looking ahead, key earnings from companies like Woolworths, Qantas, and Nvidia, along with inflation data from Australia and the US, will be in sharp focus. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Australia's largest tech company lost 20% in a single day, with four directors resigning from the board.See omnystudio.com/listener for privacy information.

Singapore has long been a beacon of innovation in the tech industry, but as global competition intensifies, the focus is shifting towards building a resilient and competitive workforce. Sharon Teo, Co-Chair, Talent & Capabilities Committee, at Singapore's technology industry trade association SGTech shares her views on the critical areas shaping the future of Singapore’s tech sector including workforce upskilling through AI adoption and attracting and retaining top talent, as well as efforts to support SMEs. How can we enhance digital transformation to stay competitive and build a global-ready workforce?See omnystudio.com/listener for privacy information.

The Artificial Intelligence Action Summit kicks off in Paris with scientific and technical forums as President Emmanuel Macron seeks to position France at the centre of the AI boom. Also in this edition: China calls US President Donald Trump's latest tariff justification "unfounded and false", and France finally gets a 2025 budget after months of political crisis.

Dan Nathan is joined by Rishi Jalaria of RBC Capital Markets to discuss generative AI use cases, capital expenditures, investor sentiment, and the current vibe in the private investing market. A significant focus is placed on Microsoft's recent performance, their CapEx allocation, and the deceleration in Azure growth, offset by the promising AI revenue from Office Copilot. They also delve into Salesforce's AI strategy, the blurred lines between copilots and agents, and the evolving landscape of enterprise software. Additionally, they explore the relationship between Microsoft and OpenAI amidst the broader context of AI innovation, with mentions of key players like Alphabet and Oracle. The discussion touches upon recent market volatility, the impact of CapEx announcements on stock performance, and the pivotal role of innovation in AI's future. Rishi also shares insights on underappreciated opportunities in vertical software and the expansive potential for generative AI applications in the sector. The podcast wraps up with a look at the broader implications of AI advancements and the intersection of power constraints and data center capacity in shaping the future tech landscape. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia X: @RiskReversal LinkedIn: RiskReversal Media

On this week's show: The Tech Sector has been driving the market for over two years. Are you over weighted in tech stocks? Preparing your 401(k) for retirement. Are bonds back in favor? Selling your business to fund your retirement. Like this episode? Hit that Follow button and never miss an episode!

Tech ebbs and flows when it comes to advancements – sometimes we're flooded with them – other times there is very little new stuff hitting the market. As we head into 2025, has tech development and innovation stagnated? Tech commentator Oskar Howell joined Francesca Rudkin for a chat about the state of the landscape compared to previous decades and the wide array of products produced. He says it feels like a lot of these tech conglomerates are putting their eggs in the AI basket and using AI as a means to cut corners in developing good technology - gimmicks in place of proper innovation. In 2025, a quarter of a century in, Howell would like to see some actual new tech – maybe these companies can get back to basics and stop with the fanciful AI and all that nonsense? LISTEN ABOVE See omnystudio.com/listener for privacy information.

In this special episode recorded live at CES 2025 in Las Vegas, Barbara sits down with Siemens CTO Peter Koerte to explore groundbreaking technologies shaping a new industrial tech sector. Tune in to hear inspiring stories of innovation, from creating sustainable textiles to revolutionizing air travel with carbon-neutral aircraft. In this episode, they discuss the tangible ROI of industrial AI, the transformative potential of digital twins, and the growing impact of software-defined automation. Discover how Siemens is leading the charge in driving the business case for sustainability through cutting-edge technology and startup collaborations. The conversation underscores the potential of industrial AI to solve pressing issues, from skilled labor shortages to improving operational efficiency and sustainability. This episode is a must-listen for anyone interested in the future of technology and how technology can positively impact the world and business.     Show Notes:  Industrial Tech Sector and CES announcements: https://www.siemens.com/us/en/company/press/siemens-stories/digital-industries/transformation-industrial-technology-is-now.html 

Jeff Pierce previews TSMC's (TSM) earnings. He says investors will be watching gross margin numbers, as well as forward guidance. “This is going to be a really important report for the entire sector,” he adds, as many look to tech and semiconductors to continue leading the market this year. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode of the Neil Ashton podcast, Neil discusses career advice for aspiring engineers, focusing on the differences between various types of companies, job roles, and the growing importance of software skills in the engineering field. The conversation highlights the pros and cons of working in large enterprises, startups, and consulting firms, as well as the diverse career paths available beyond traditional engineering roles. In this conversation, Neil discusses the evolving landscape of engineering careers, particularly focusing on the increasing relevance of software development and the tech sector. He highlights the diverse career paths available within tech, including software development, product management, and solution architecture, as well as the growing importance of AI in engineering. Neil emphasizes the opportunities for engineers to transition into tech roles and the need for a strong understanding of the tech ecosystem to navigate career decisions effectively.Chapters00:00 Introduction to Engineering Careers03:01 Exploring Company Types in Engineering06:05 Understanding Job Roles in Engineering09:00 The Shift Towards Software in Engineering11:52 Diverse Career Paths Beyond Traditional Engineering14:47 The Role of Consulting in Engineering18:03 Navigating the Job Market in Engineering20:57 The Importance of Software Skills in Engineering24:03 Conclusion and Future Trends in Engineering Careers30:08 The Rise of Software Development in Engineering31:59 The Tech Sector's Growing Relevance to Engineers36:41 Career Paths in Tech: Software Development and Management44:27 Understanding Product Management in Tech48:15 The Role of Solution Architects in Tech52:04 Consulting and Support Roles in Tech55:54 AI's Impact on Engineering and Software Development#careers #engineering #tech #sde #amazon #aws #google #jobs

Arthur Goldstuck joins John Maytham to discuss two key topics: the potential impact of Donald Trump’s re-election on South Africa’s tech sector and Meta’s decision to replace independent fact-checkers with “community notes” on Facebook and InstagramSee omnystudio.com/listener for privacy information.

In this Special Edition of The Core Report, financial journalist Govindraj Ethiraj engages with Professor Rajendra Srivastava, former Dean of the Indian School of Business (ISB) and the Novartis Professor of Marketing strategy and Innovation, to dissect India's evolving business landscape and its implications for economic growth. The episode critiques the Indian business' focus on short-term profitability over long-term investments in product design, supply chain networks, and branding—a mindset that hinders India's competitive edge. Drawing parallels with global leaders like Tesla and Meta, the discussion illustrates how Indian companies can learn from these examples to build sustainable growth strategies.With Maruti as an example of ecosystem-driven success, Professor Srivastava underscores the need to harness India's human capital and technological potential. The conversation also unpacks how the Indian diaspora and Global Capability Centers (GCCs) are reshaping the talent landscape, positioning India as a hub for design and engineering excellence. (00:00) The Challenge of Short-Term Profit Focus (02:30) Resilience and Immunity in Business Growth (05:00) The Ambassador Car's Legacy (07:00) Leveraging Indian Human Capital and Technology (09:00) Looking Ahead to 2025: Challenges and Opportunities (11:00) The Impact of Global Trade and Tariffs (13:00) Indian Diaspora's Role in Economic Growth (16:00) The Service Industry as an Export Sector (19:00) GCCs and Talent Retention in India (22:00) The Growth of Engineering and Design in India (25:00) Economic Value of India's GCCs (28:00) Impact of Visa Restrictions on India's Growth (30:00) India's Economic Outlook: Opportunities and Strategic Focus (35:16) Global Trade Dynamics and U.S. Tariff Strategies (37:00) Education Expenditure: A Key Outflow to the U.S. (39:00) The Role of GCCs in India's Future Economic Growth (41:00) Innovation and Talent Retention in India's Tech Sector (42:00) Closing Remarks and Reflections ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Listeners! We await your feedback....⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements. For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join and Interact anonymously on our whatsapp channel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube

Matt Cohen and John Ruffolo tackle the seismic shifts in Canada's political landscape, discuss the recent fall economic statement, and make bold predictions for 2025.Topics covered include Chrystia Freeland's unexpected resignation as Finance Minister (00:41), highlights from the Federal Budget (03:39), speculation about Canada's election timing (09:18), and how this government looks to the incoming US administration. The discussion also covers the growing "100 Million Dollar Club" in Canadian tech and debates the IPO prospects for leading startups (12:00). And John and Matt give rapid-fire predictions for 2025 (18:00).Follow Matt Cohen and Tank Talks here!Podcast production support provided by Agentbee.ai This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

Featured in this episode: Alison Nankivell has spent more than 25 years moving Canada's economic needle forward. Before being named CEO of MaRS in early 2024, Alison held pivotal roles at the Business Development Bank of Canada (BDC), the Ontario Teachers' Pension Plan and Export Development Canada (EDC). At MaRS, she brings an experienced playbook to support startups working in climate, health and emerging technology. Kris Bennatti is the CEO and co-founder of Hudson Labs, a Toronto-based startup that builds specialized financial software to help improve corporate accountability in capital markets. Lise Birikundavyi is the co-founder and managing partner of BKR Capital, Canada's first Black-led, institutionally-backed VC fund. Birikundavyi is a finance specialist who has worked with several international institutions, including the Jacobs Foundation where she managed its edtech impact investment strategy.  Corey Ellis is the co-founder and CEO of Growcer. The Ottawa-based startup develops commercial hydroponic systems that help communities grow indoor produce, year-round in any climate.   Charles Plant is a serial entrepreneur, innovation economist, fractional CFO and founder of The Narwhal Project, which helps tech startups raise capital and scale business.  Further reading: Welcome to the $100-million clubUndervalued and ignored: Why young Canadian firms are looking to foreign investors and buyers Evolving ESG reporting regulations call for co-ordinated executive action in CanadaDEI in Canadian workplaces is hitting a wall, subscriber survey showsNorth American outlook: Uncertain political environment adds to business, consumer fatigueClimate adaptation is as important as climate mitigationSubscribe to Solve for X: Innovations to Change the World here. And below, find a transcript to “Innovation hotline: Answering the tech sector's burning questions.” This interview was recorded October 17 in the MaRS Studio.  Solve for X is brought to you by MaRS, North America's largest urban innovation hub and a registered charity. MaRS supports startups and accelerates the adoption of high-impact solutions to some of the world's biggest challenges. For more information, visit marsdd.com.

Those who have served in the military develop a strong sense of discipline, responsibility, and humility. After Randy Wootton's service, he made good use of these values he acquired to find success in the tech sector. In this conversation with J.R. Lowry, the former Navy pilot and Harvard School graduate talk about his inspiring transition from the military to C-level positions at major tech companies, including Microsoft and Salesforce. He also shares about his current position as the CEO of Maxio and offers valuable insights every CEO should know to make this leadership role an opportunity for continuous learning.Check out the full series of “Career Sessions, Career Lessons” podcasts here or visit pathwise.io/podcast/. A full written transcript of this episode is also available at https://pathwise.io/podcast/randy-woottonBecome a PathWise member today! Join at https://pathwise.io/join-now

A few big ticket deals have raised hopes of a rebound, but investors are still wondering when deal activity will return to normal, or what normative will even look like in the coming year.

Carol Schleif previews the Fed's rate cut decision and remarks afterward, highlighting the impact of surprising strength of the U.S. economy and consumer confidence on the Fed's models. She expects three cuts next year, but likely not until the second half. She likes the industrial and tech sectors. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

On this episode of the Six Five Webcast Infrastructure Matters, hosts Keith Townsend, Camberley Bates, and Dion Hinchcliffe discuss AI's strategic implications for CIOs and CTOs, alongside a comprehensive analysis of recent earnings reports within the tech sector. Their discussion covers: The strategic importance of AI implementation for CIOs and CTOs. A detailed breakdown of the latest earnings reports from leading tech companies. Predictions for future technology trends based on current earnings. Insight into how businesses can leverage AI for competitive advantage. Challenges and opportunities presented by AI in the current tech landscape.  

Logan Gilland says "we're due for a pullback" in the tech sector. He believes the bar has been set so high for big-cap tech names, pointing to Nvidia (NVDA) saying "mathematically their growth has to slow." Logan also weighs in on Supermicro (SMCI) volatility and Alphabet's (GOOGL) antitrust concerns. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Nvidia's massive AI Earnings report and what it means for the Tech Sector and the rest of the market.  We review all the top AI and Data Center Investments.  We also tell you how you can own a stake in Elon Musk's private SpaceX right now.  We give you all of Warren Buffett's stock transactions for last quarter, including stocks in companies that Buffett is buying for the very first time.

The guys talk about the incredible Quadlock success story, Chemist Warehouse deal done, the stupidity of waiving elite university debts, the great tech sector job cut continues and why it's hard (and important) to hire the right CFO. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspod

Nick Patience of the Futurum Group weighs in on next week's biggest earnings report: Nvidia (NVDA). On the overall tech sector, he points to the potential policies and inflationary impact that President-elect Trump's proposed tariffs may have on the group. "There's going to be uncertainty and a lack of predictability" until he takes office, says Patience. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Technology correspondent Peter Griffin looks at the announcement by President-elect Trump that Elon Musk will help lead a new Department of Government Efficiency. Can Musk's experience in slashing corporate spending translate to the public sector, and what conflicts of interest will it raise? A new report out this morning details the benefits to New Zealand of the tech sector - which companies helped to drive the $1.28b increase over 2023? And Peter looks at the 45.5% share bump for Rocket Lab on the Nasdaq yesterday - what's fueling the rise?

As part of the UASEEDs project, the Seeds of Bravery website and the Ukrainian Tech Ecosystem Overview platform by Techosystem have presented new research on the Ukrainian deep tech sector titled "Tech Ecosystem Overview - First update", which has provided valuable insights into the current needs and conditions of the sector. The study, conducted using both quantitative and qualitative methods, highlights the potential and challenges faced by Ukrainian startups on their way to integration into the EU market. Methodology and Key Findings The quantitative survey was conducted from June 5 to July 12, 2024, covering 44 companies, and was complemented by in-depth interviews with representatives of 10 deep tech startups from April 24 to July 17, 2024. The findings reveal trends related to team sizes, funding, and growth stages of startups. Specifically, 54.8% of the surveyed companies reported having up to 10 employees, and 42.9% employed between 11 and 50, indicating steady development. One company reported a team size of 101-250 employees, highlighting the potential for continued growth. Growth Trends: Technologies and Sectors Participating startups operate across several sectors, including healthtech, fintech, and agrifoodtech. A significant portion (40.9%) is at the early commercialization stage, while 38.6% are actively expanding. More than half (51.2%) have secured external funding, and 39.5% are actively fundraising. Key technologies among Ukrainian startups include artificial intelligence, blockchain, quantum computing, and bioengineering. Some startups are developing solutions to support Ukraine's defense and recovery efforts. Opportunities for EU Integration The study's findings indicate that many Ukrainian deep tech startups have strong potential for entry into EU markets, especially through international grant programs and business incubators. Challenges for these startups - from scaling to securing additional investment - underscore the importance of building more structured teams and enhancing collaboration with European partners. Such integration would strengthen both the Ukrainian and European innovation ecosystems, driving advancements in critical sectors like defense, sustainability, and healthcare. The "Tech Ecosystem Overview - First update report covers the following sections: The Ukrainian deep tech sector: Industries, Markets, and Characteristics. This section provides insights into the founding years of startups, the main industries they operate in, and team sizes, offering a comprehensive view of their scale and activity profiles. Products and Services of deep tech startups. An overview of products, business models, and market strategies of Ukrainian deep tech startups, showcasing their innovation and growth plans both domestically and internationally. Teams. This part examines team composition, roles, levels of engagement, and gender distribution, offering insights into the management and staffing structures of these companies. Origins of deep tech startups. An exploration of the motivations behind founding these startups, the formation of core teams, and development stages (whether the idea or market need emerged first), helping to understand their foundational strategies and provide guidance to new entrepreneurs. Attributes of deep tech startups. A review of the distinguishing features of deep tech, including innovation and potential market demand, highlighting the technological maturity of the respondents and their positioning in the Ukrainian market. Funding in the deep tech sector. An analysis of startup activities around fundraising, including the volume of capital raised, future funding needs, capital-raising strategies, and company valuations. The full research is available on the website here. Access the research presentation here. Role of the Research This first study of the Ukrainian deep tech sector highlights a diverse range of startups employing advanced technologies such as AI/ML, blockcha...

The president-elect is also a former president who’s been a fixture in national politics for the last decade. But predicting what Donald Trump might have in mind for the tech industry in his second term based on that history, well, that’s a tough call. Trump has, at times, had strong words for some tech titans, cozied up to others, and pushed for — and then against — a TikTok ban. His first administration initiated several antitrust cases against tech companies, but Trump recently expressed skepticism about the potential breakup of Google after a federal judge ruled that its search business was a monopoly. Marketplace’s Meghan McCarty Carino spoke with Paresh Dave, a senior writer at Wired, about the future of tech antitrust policy and more in the second Trump term.

The president-elect is also a former president who’s been a fixture in national politics for the last decade. But predicting what Donald Trump might have in mind for the tech industry in his second term based on that history, well, that’s a tough call. Trump has, at times, had strong words for some tech titans, cozied up to others, and pushed for — and then against — a TikTok ban. His first administration initiated several antitrust cases against tech companies, but Trump recently expressed skepticism about the potential breakup of Google after a federal judge ruled that its search business was a monopoly. Marketplace’s Meghan McCarty Carino spoke with Paresh Dave, a senior writer at Wired, about the future of tech antitrust policy and more in the second Trump term.

The president-elect is also a former president who’s been a fixture in national politics for the last decade. But predicting what Donald Trump might have in mind for the tech industry in his second term based on that history, well, that’s a tough call. Trump has, at times, had strong words for some tech titans, cozied up to others, and pushed for — and then against — a TikTok ban. His first administration initiated several antitrust cases against tech companies, but Trump recently expressed skepticism about the potential breakup of Google after a federal judge ruled that its search business was a monopoly. Marketplace’s Meghan McCarty Carino spoke with Paresh Dave, a senior writer at Wired, about the future of tech antitrust policy and more in the second Trump term.

Hosts: Leah Murray & Adam Gardiner Control of the Senate is in toss-up territory right now, but there’s a decent chance Republicans will retake control. Should that happen, we’ll probably see several policy changes, including changes relating to the tech sector. Hosts Leah Murray and Adam Gardiner discuss what GOP leaders are saying they’ll do with regards to technology and artificial intelligence.

In this episode of Mid Mic Daily Bite, AI versions of hosts Bunchu and Chamber take a thrilling deep dive into Nvidia's record-breaking stock performance, with their market cap soaring to an astounding $3.4 trillion. They discuss Nvidia's monopoly on the AI chip market, controlling up to 95%, and project their revenue doubling to $126 billion. The hosts highlight the growing demand for Nvidia's Blackwell chips, which are sold out for the next 12 months, and explore the psychological impact of AI-driven market volatility on investors, coining the term the "Nvidia Effect.To add some fun, the duo introduces a new segment, AI Stock Showdown, where they predict which tech giants will surge next, combining financial analysis with their trademark humor. Along the way, they joke about Nvidia's rapid rise, comparing it to past tech monopolies, and bring up concerns about antitrust issues and the environmental impact of AI growth. Chamber even suggests Nvidia might soon be solving world hunger—or at least perfecting his grandma's potato chip recipe.The episode wraps with a reminder to always do your homework before making investment decisions and a light-hearted comparison of Nvidia's stock surge to paranormal conspiracy theories.Follow Us:Website: https://midmiccrisis.com/  YouTube: https://www.youtube.com/@midmiccrisisInstagram: https://www.instagram.com/midmiccrisis/?hl=enTikTok: https://www.tiktok.com/@mid.mic.crisis?lang=enTwitter: https://twitter.com/MidMicCrisisNewsletter: https://mid-mic-crisis-newsletter.beehiiv.com/subscribeMMC Push Pass: https://ks-pages-119byl.web.app/pass/66db3c111db9a79db7fdaafeFireBrain AI: https://www.skool.com/firebrainPowered by @dGenNetworkWebsite: https://dgen.network/Support the show

Have tech companies become more powerful than governments? As the size and reach of firms like Google and Apple have increased, there is growing concern that these multi-trillion dollar companies are too powerful and have started replacing important government functions.The products and services of these tech giants are ubiquitous and pillars of modern life. Governments and businesses increasingly rely on cloud services like Microsoft Azure and Amazon Web Services to function. Elon Musk's Starlink has provided internet access in the flood zones of North Carolina and the battlefields of Ukraine. Firms like Palantir are integrating cutting-edge AI into national defense systems.In response to these rapid changes, and resulting concerns, regulators in Europe and the U.S. have proposed various measures—from antitrust actions to new legislation like the EU's AI Act. Critics warn  that overzealous regulation could stifle the very innovation that has driven economic growth and technological advancement, potentially ceding Western tech leadership to China. Others, like our guest, argue that these actions to rein in tech don't go nearly far enough, and that governments must do more to take back the power she says that tech companies have taken from nation states.Evan and Luke are joined by Marietje Schaake, a former MEP and current fellow at Stanford's Cyber Policy Center. She is the author of The Tech Coup: How to Save Democracy from Silicon Valley. You can read her op-ed in Foreign Affairs summarizing the book.

Tom Bodrovics welcomes back Justin Huhn, the founder and publisher of Uranium Insider newsletter. Tom starts the conversation by asking about the current supply side dynamics of the uranium market. Huhn explains that most models suggest market balance around 2029-2031 but expresses concern about meeting demand beyond this point due to declining rates of existing mine production. The physical uranium market remains structurally undersupplied, and midterm fuel supply developments indicate a significant shortfall. The discussion then delves into the historical context of the nuclear market, highlighting the shift in public perception from negative sentiment to favorable views today due to clean energy associations. The tech industry's involvement and China's aggressive buying add to the market dynamics. However, challenges remain, such as financial institutions' reluctance to fund new nuclear builds and cost concerns. Huhn then explores the unique long-term contracting market of utilities, which account for over 80% of their uranium requirements. Flex provisions have been used during periods of low or high prices but are being phased out in new contracts due to the current seller's market. He also discusses the potential implications of Russia restricting uranium supply to 'unfriendly' countries, causing significant disruptions and the potential ramifications for conversion and enrichment services. Despite historically low inflation-adjusted uranium prices following a rapid increase in the early 2010s, utilities have been securing new contracts outside of Russia to bolster their inventories. The current price environment is bullish for the sector's equity recovery, which has already started, with term and spot prices at levels not seen in a decade. Additionally, there are ongoing discussions about uranium equities lagging behind commodity prices. Huhn also mentions potential impacts of U.S. elections which could negatively impact markets. Time Stamp References:0:00 - Introduction0:50 - Uranium Supply/Demand7:38 - Historical Parallels12:40 - Tech Sector & Nuclear20:54 - Flex Contract Provisions28:58 - Uranium Inflation Adj.34:10 - Uranium Price & Equities43:06 - Sprott SPUT Application?45:50 - Russia & Unfriendlies50:54 - Elections & Outcomes55:23 - Wrap Up Talking Points From This Episode The uranium market is structurally undersupplied with physical uranium, leading to a significant shortfall compared to demand. Utilities, which account for over 80% of uranium requirements, are securing new contracts to bolster their inventories due to bullish price environment. Russia's potential restriction on uranium supply could cause significant disruptions and increased prices for conversion and enrichment services. Guest Links:Website: https://www.uraniuminsider.com/Newsletter: https://www.uraniuminsider.com/newsletterTwitter: https://twitter.com/UraniumInsiderNuclear Now - Oliver Stone: https://www.imdb.com/title/tt21376908/ Justin is the Founder and Publisher of the Uranium Insider Pro Newsletter. Through the combination of rigorous fundamental analysis and Justin's thorough understanding of technical analysis, determinations are made for select companies to be included on Uranium Insider Pro's "Focus List," as well as the most opportune times for entry or exit. Justin is frequently asked to offer his commentary on various media forums, including Crux Investor, Smith Weekly, Palisades Gold Radio, Mining Stock Education, and Mining Stock Daily. He also regularly participates in the post-earnings commentary that is broadcast immediately after industry majors release quarterly earnings. Justin is devoted to bringing value to those that are taking their first look at the uranium sector. Until July 2020, he distributed a complimentary newsletter as an educational tool to those investors seeking to familiarize themselves with the complexities and opportunities offered by the uranium sector and the uran...

On this episode of The Main Scoop, Greg Lotko and Daniel Newman sit down with Dr. Gloria Chance, founder and CEO of The Mousai Group, to discuss the current posturing of DEI initiatives across the technology industry, why diverse perspectives are key for creating non-biased AI models, and the importance of belonging and inclusivity.

Justin Huh connect with Cory Fleck for an important discussion on the developments out of the US nuclear energy space. Microsoft has signed a power purchase agreement with Constellation which will also revive the Three Mile Island power plant in Pennsylvania. Justin and Cory talk about the growing demand for electricity and why this is an important decision to supply this demand.

It’s a rare issue that can bring the political parties together in Congress, and the need to regulate social media companies ranks high on that very short list. Two industry veterans want Congress to create an agency that sets safety and privacy rules for platforms — and enforces them. The status quo, they argue, is like letting airlines fly without Federal Aviation Administration oversight. The idea comes from Anika Collier Navaroli and Ellen Pao. Pao, an attorney and now CEO of Project Include, pushed to ban revenge porn on Reddit during her tenure as interim CEO. Navaroli, an attorney and senior fellow at Columbia Graduate School of Journalism, was involved in Twitter’s decision to ban former President Donald Trump from the platform in 2021, when she was a senior policy expert there. Marketplace’s Lily Jamali spoke with Navaroli and Pao about their proposal.

It’s a rare issue that can bring the political parties together in Congress, and the need to regulate social media companies ranks high on that very short list. Two industry veterans want Congress to create an agency that sets safety and privacy rules for platforms — and enforces them. The status quo, they argue, is like letting airlines fly without Federal Aviation Administration oversight. The idea comes from Anika Collier Navaroli and Ellen Pao. Pao, an attorney and now CEO of Project Include, pushed to ban revenge porn on Reddit during her tenure as interim CEO. Navaroli, an attorney and senior fellow at Columbia Graduate School of Journalism, was involved in Twitter’s decision to ban former President Donald Trump from the platform in 2021, when she was a senior policy expert there. Marketplace’s Lily Jamali spoke with Navaroli and Pao about their proposal.

It’s a rare issue that can bring the political parties together in Congress, and the need to regulate social media companies ranks high on that very short list. Two industry veterans want Congress to create an agency that sets safety and privacy rules for platforms — and enforces them. The status quo, they argue, is like letting airlines fly without Federal Aviation Administration oversight. The idea comes from Anika Collier Navaroli and Ellen Pao. Pao, an attorney and now CEO of Project Include, pushed to ban revenge porn on Reddit during her tenure as interim CEO. Navaroli, an attorney and senior fellow at Columbia Graduate School of Journalism, was involved in Twitter’s decision to ban former President Donald Trump from the platform in 2021, when she was a senior policy expert there. Marketplace’s Lily Jamali spoke with Navaroli and Pao about their proposal.

Scott Wapner and the Investment Committee discuss the Tech Sector's biggest test yet as several big names report this week and try to reverse their recent slide. Plus, Joe Terranova gives a Trade School on Crowdstrike and how he would trade it from here. And later, we cover the latest Calls of the Day. Investment Committee Disclosures

On this week's Money Matters, Scott and Pat discuss the news making headlines this week including volatility among big tech stocks. A California woman tasked with supervising her grandmother's estate asks for guidance on how to manage the $2 million in it. A woman in her 80s wants to know how much liquid money she should have on hand. Finally, an Oklahoma caller seeks advice on whether he should combine his two old 401(k) accounts.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Unleashed: The Political News Hour with Chris Michaels – More evidence surfaces on serious law violations by Disney, discriminatory practices, and controversial LEGO PRIDE commercials. A Maryland Democratic leader is caught in a sting, sparking outrage. Trump's immigration shift and potential deal with the deep state are examined. Also, the Ukraine conflict escalates with devastating consequences and potential US war crimes involvement.