Podcasts about tech sector

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...

Kevin Brucher discusses the emotional challenges retirees face in the stock market, emphasizing the importance of emotional control and strategic investing. He explores various investment strategies, including rules-based approaches and the role of annuities in providing safety. The conversation also covers the significance of creating a comprehensive income plan for retirement, the potential of the AI and tech sector, and the need for investors to manage risk and emotions effectively. Brucher highlights the importance of patience in investing and the inevitability of market volatility, encouraging listeners to prepare for future uncertainties while maintaining a long-term perspective. Call 800-975-6717. Visit Silver Leaf Financial to learn more.See omnystudio.com/listener for privacy information.

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 

On today's episode: Trump's economy depends on AI for growth, a reality made clear in Saudi crown prince's US visit. Trump signs bill to release Jeffrey Epstein case files after fighting it for months. U.S. trade deficit drops 24% in August as Trump's tariffs reduce imports. Gustav Klimt portrait that spared its subject from Nazis breaks modern art record with $236M sale. 5 accused of supporting antifa plead guilty to terrorism-related offense after Texas shooting. US Rep. Sheila Cherfilus-McCormick of Florida indicted on charges of stealing $5M in disaster funds. Trump says he'll push for peace in Sudan after Saudi crown prince urged greater US involvement. Justice Department says full grand jury in Comey case didn't review copy of final indictment. Former Treasury Secretary Larry Summers quits OpenAI board after release of Epstein emails. NASA unveils close-up pictures of the comet popping by from another star. Wall Street swings through another erratic day ahead of a couple of crucial tests. Ford recalls more than 200,000 Bronco and Bronco Sports for instrument panel failure. A senior shines in a top five college hoops showdown, a buzzer-beater in Portland and another win for the NBA’s defending champs, a high-scoring affair on the ice in DC, a young QB gets his first NFL start while another is done for the season, and a star reliever re-signs in baseball. Post on Kris Boyd's Instagram account says Jets cornerback has started breathing on his own. MLB will comply with Senate's request on gambling; new media deals total $800M. Roger Federer elected to International Tennis Hall of Fame in 1st year of eligibility. Israel's military carries out strikes in Lebanon and Gaza, killing dozens of people. Nigeria's president postpones G20 trip, vowing to step up efforts to rescue abducted schoolgirls. With an eye on Russia, EU wants to make it easier to deploy tanks and troops at short notice. —The Associated Press About this program Host Terry Lipshetz is managing editor of the national newsroom for Lee Enterprises. Besides producing the daily Hot off the Wire news podcast, Terry conducts periodic interviews for this Behind the Headlines program, co-hosts the Streamed & Screened movies and television program and is the former producer of Across the Sky, a podcast dedicated to weather and climate. Theme music The News Tonight, used under license from Soundstripe. YouTube clearance: ZR2MOTROGI4XAHRX

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. 

Christina Fox of Tech Alliance talks with Mike Stubbs about how the Federal Budget will impact the London tech sector.

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

Singapore shares dipped today even as most Asian markets traded in the green. The Straits Times Index was down 0.34% at 4,435.25 points at 12.10pm Singapore time, with a value turnover of S$521.12M seen in the broader market. In terms of counters to watch, we have Keppel REIT, after the manager of the Reit posted a 0.6 per cent lower distributable income of S$159.6 million for the first nine months of its financial year. Elsewhere, from Toyota Motor’s comments that it did not explicitly promise a new US$10 billion investment in the United States, to one last look at the expectations ahead of the US Federal Reserve’s next monetary policy move, more corporate and international headlines remained in focus. Plus – how Amazon is setting aside another US$5 billion for investment in South Korean data centres. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Thilan Wickramasinghe, Head of Equity Research, Maybank Securities.See omnystudio.com/listener for privacy information.

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!

South Korea's 52-hour workweek cap is stricter than the U.S. and Singapore but more flexible than much of Europe. Still deep tech founders and investors worry it's too restrictive. Learn more about your ad choices. Visit podcastchoices.com/adchoices

St. Louis initiative aimed at boosting the region's ag-tech sector is launched from New Delhi, India. BioSTL announced a new platform called "Global AgXelerate" which will create a direct pathway for Indian start-ups to enter the U.S. through St. Louis. It's part of a network of connection BioSTL is building across Europe, Latin America, and Australia. Bio STL President and CEO Donn Rubin called our Michael Calhoun from New Delhi

China's commerce ministry has announced it is imposing new rules limiting the export of rare earths and associated technology, including related to overseas companies using Chinese rare earths. The move comes amid long-standing trade talks with the United States and ahead of expected talks between Presidents Xi Jinping and Donald Trump later this month. Also in this edition: Ben & Jerry's co-founder Ben Cohen vows to keep fighting for his brand's social activism.

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

Marta Norton calls the tone out of the Fed “less dovish” than people expected. She discusses geopolitics as a source for tech stock volatility, contrasting the U.S. and China and their approaches to the tech sector. She also covers valuations in the tech sector and thinks investors should “shave off their expectations” a bit for the future after a strong run. For rebalancing, Marta likes the healthcare sector.======== 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

Ark Investment Management Founder, Chief Executive Officer and Chief Investment Officer Cathie Wood discusses US President Donald Trump's move to to curtail H-1B visas and the potential impact on Silicon Valley. Wood also discusses companies competing in the artificial intelligence space, as well as the broader Chinese tech sector sector. Speaking with Bloomberg's Guy Johnson, Kriti Gupta, and Lizzy Burden, she also talks about the US takeover of the video app TikTok from its Chinese owners, calling it a "one-off, special case."See omnystudio.com/listener for privacy information.

“It actually allows us an opportunity to build sovereign capability and leapfrog to get our armed forces where they need to be by taking advantage of leapfrog Canadian technologies.” US President Donald Trump opened his mouth and suddenly Canada needed a defence tech sector. The Icebreaker's Matthew Lombardi was conscripted by the federal government to help map that sector; he joins to explain why many of the technologies Canada currently develops have a dual use in defence. The BetaKit Podcast is presented by CADSI: the national voice of Canada's defence, security, and emerging technology sectors, representing more than 1,000 companies from innovative SMBs to global primes.  CADSI advocates for a resilient and sustainable defence and security sector by engaging government, shaping policy, and strengthening Canada's role with global partners. We create platforms that connect industry with decision-makers, foster collaboration, and reinforce Canada's position as a reliable partner in international security. Visit defenceandsecurity.ca to grow your defence business with CADSI. Related links: ‘Mission is a go' for Canadian defence tech Ottawa's industrial benefits policy plagued by inefficiencies, contractors say Isabelle Hudon says BDC is getting ready to support Canada's defence tech sector in “a more aggressive way”  

The Australian technology sector is running hot — the S&P/ASX All Technology Index has surged more than 35% over the past 12 months. In this episode of Talk Money To Me, Felicity Thomas sits down with Jules Cooper, Senior Research Analyst at Shaw and Partners, to unpack the latest reporting season and explore what's next for Aussie tech.We cover:

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.

With the ASX200 recovering some of September's lost ground this trading week, this week's wrap collates the key insights from Bell Potter's analysts that joined us this week for our webinar, Managing Market Volatility, where we unpacked the key highlights and lowlights of reporting season, discussed tactics to navigate volatility and provided outlook for FY26. You can view some of the highlights in this week's video, and below is the link to the full recording of the webinar in case you missed it live. Webinar link - Managing Market Volatility with Grady Wulff, Chris Savage, Rob Crookston and John Hester: https://youtu.be/vSm9tnwr0-I In this weekly wrap Grady covers: (0:30): how the ASX recovered some ground this trading week (1:30): Rob Crookston's outlook for FY26 & key reporting season findings (3:24): Chris Savage's analysis & tech valuations of FY25 reporting season(4:48): Chris' outlook for tech and two smaller names to watch in FY26(5:44): John Hester's findings from the healthcare sector this reporting season(6:52): how the local market performed over the last trading week(7:51): the most traded stocks and ETFs this week(8:22): economic calendar news items to look out for next week – China and US in focus.

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

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

Stephen Grootes speaks to Simphumelele Zondi, Tech expert, about the potential impact of global economic shifts on the tech sector, particularly in light of changing landscapes under various political leaderships, and how Africa's tech startup ecosystem is navigating these challenges. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Matete Thulare of RMB on PGMs – can the white metal prices continue higher? Ninety One's Sahil Mahtani shares insights on the end of the US dollar's 14-year upcycle. And, EC Internet's Luvo Grey weighs in on the Trump tariffs' impact on the SA tech sector.

On this week's episode of Top in Tech, Megan Stagman, Director, UK TMT, is joined by Charlie Norell, Senior Associate in GC's Health & Life Sciences practice, to unpack the UK's recently published 10-Year Health Plan and what it means for the future of healthcare innovation. They explore how the Plan aims to reshape the NHS, with a focus on the government's desired shift from analogue to digital and harnessing the latest technologies. They reflect on next steps for the proposed Single Patient Record, the expanded role of the NHS App, new "Global Institutes" and regional innovation zones, and dig into the political drivers and fiscal considerations behind the Plan. The discussion covers the opportunities this creates for MedTech, life sciences, and digital health, alongside key challenges such as funding gaps and structural reform. Hosted on Acast. See acast.com/privacy for more information.

Canada's tech industry in 2025 is characterized by robust growth and the digital transformation of traditional industries, supported by a strong educational pipeline from Canadian universities. But where does Canada fit into the global tech picture? And what trends from AI microchips, robotics, and more, should you have on your radar? Joining today's episode to unpack all of this and more are Portfolio Manager Joe Overdevest and Equity Research Associate Vishal Chopra. Recorded on June 10, 2025. This episode was originally presented as part of The Upside, now available on your podcast platform of choice. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Scott Wapner and the Investment Committee debate the tech takeoff as the sector hits a new all-time high. Plus, Brian Belski calls in with his revised price target for the S&P 500.  And later, the desk debates the latest Calls of the Day.  Investment Committee Disclosures

On this week's episode of Top in Tech, Megan Stagman, Director, is joined by Fergus Cameron-Watt, Senior Associate, to unpack the UK government's recent spending review and its implications for the tech sector. Megan and Fergus explore how the Spending Review reflects the government's shifting priorities, with notable gains for the Department for Science, Innovation and Technology (DSIT) and the backing of the new sovereign AI unit. They assess what these developments mean for start-ups, digital infrastructure, and tech suppliers to the government, and situate this in the context of a flurry of forthcoming strategies (including the Industrial Strategy and the Digital and AI Roadmap). Hosted on Acast. See acast.com/privacy for more information.

Rebecca gives SBS Hebrew an insight into the advances and challenges of the famous Israeli high-tech scene in a post October 7 world.

 What is price telling you? Are you TOO defensive? The shop digs into a few news items regarding Trump accounts – for the kids! – along with 401(k) eligibility at 18 before diving into how the markets are anticipating Trumps' tariff trends, explaining recent inflation trends with a look at NVIDIA's sideways action, and […] The post Inflation Ignites the Tech Sector | Your Money Podcast – Episode 548 appeared first on Revere Asset Management.

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/

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.

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

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

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

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.

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.