Podcasts about Tencent

This week, Lotus, Niki, and John discuss Xbox's 7% revenue decrease year over year, Tencent's alleged "Grand Theft Auto killer" Last Sentinel facing major problems, and impressions of one of 2026's most pleasant surprises, Splatoon Raiders.00:00:00 Intro & drug testing00:08:35 Double Fine lays off 23 after going independent00:13:07 Xbox reports $1.7b loss due to critical business failures00:17:07 Tencent's Last Sentinel quietly lays off staff, possibly canceled00:32:50 Super Mario Sunshine coming to Nintendo Switch Online00:38:55 Splatoon Raiders is what Splatoon probably should've always been00:54:25 Endacopia is a surrealist point-and-click jaunt00:58:18 Midnight Moments is a pleasant, but perhaps shallow, cyberpunk diorama-builder01:01:52 Niki's Apple TV came!01:08:53 VGBees Baseball Talk01:20:35 HIVE QUESTIONS02:40:35 OutroThanks for listening!Please leave us a review! We'll read it on the show and it helps us out a lot.VGBees is ad-free, AI-free, and completely supported by you! https://vgbees.com/joinVGBees is a weekly games media podcast hosted by Niki, John, and Lotus.

In the first installment of a four-part summer miniseries, hosts Kate Scott-Dawkins and Sam Weston pressure-test one of four plausible — and deliberately contrasting — futures for AI, advertising, and power by 2035. The scenario under the microscope: The Closed Loop, a world where a handful of vertically integrated platform ecosystems, not governments or open markets, come to govern everyday commercial life. The overarching story: convenience becomes a form of private governance, AI agents become the primary interface between brands and consumers, and marketing itself evolves into an exercise in shaping the instructions humans give their digital assistants.Key Topics DiscussedA control-vs-distribution framework for mapping four AI-driven futures, building on WPP's 2020 "Advertising in 2030" reportThe Closed Loop scenario: persistent AI assistants that manage household purchasing, negotiate on your behalf, and default to platform-preferred merchants and payment systemsWhy closed platforms must consistently outperform open-source alternatives for consumers to accept this trade-offThe regulatory gap between AI capability development and policymaking, referencing Dario Amodei's commentary and Mark Zuckerberg's Wall Street Journal op-ed on open AIHow brand purchase decisions increasingly get intermediated by agents — and why "human prompt injection" (shaping brand preference before the prompt is even written) becomes a core marketing disciplineMedia planning's evolving role in identifying when and how brand preference actually gets setGlobal parallels already in motion outside the US, including Tencent's WeChat super-app, plus Xiaomi and ByteDance's platform ambitionsThe national champion question: will governments cede control to platforms, or assert regulatory authority over themA year-by-year backcast of how this future could unfold, from the "convenience bargain" (2028–2030) through agentic commerce maturity (2032–2033) to full platform-architected life (2034–2035)CRM supremacy, membership psychology (with a Costco parallel), and brand-specific platform variants as retention toolsThree concrete moves for marketers in 2026: one strategic bet, one risk to map, and one signal to watchChapter Stamps00:00 - Introduction & Cold Open00:36 - Series Overview: Four Plausible Futures for 203504:32 - The Framework: Control vs. Distribution Axis06:53 - Introducing "The Closed Loop" Scenario09:35 - What's Missing Today: The Gap Between Now and 203511:09 - The Policy Race: Capability vs. Regulation15:26 - Open vs. Closed AI: The Zuckerberg Op-Ed Debate17:42 - The Existential Question: What Happens to Brands?19:32 - Agents as Intermediaries & Platform Differentiation21:38 - Human Prompt Injection & Brand Preference24:41 - Agencies' New Role: Negotiating Platform Environments26:49 - Beyond the US: Tencent, Xiaomi, ByteDance & Super Apps27:55 - National Champions & the Government-Platform Power Struggle29:19 - Backcasting the Timeline: How We Get There32:23 - 2028–2030: The Convenience Bargain34:30 - CRM Supremacy & the Membership Model36:53 - 2034–2035: Platforms as Life's Architecture40:21 - Three Moves for 2026: Bet, Risk, Signal44:50 - Next Week Preview: "The Agent Commons"

Sony schrapt het schijfje, Xbox schrapt banen en een nieuwe console kan richting duizend euro gaan. Wie kan gaming straks nog betalen? Games maken wordt duurder, consoles worden niet goedkoper en spelers blijven hangen op een prijsgrens van ongeveer 80 euro. Tweakers-redacteur Daan van Monsjou legt uit waarom die rekensom steeds minder goed uitkomt. Sony stopt vanaf januari 2028 met schijfjes voor nieuwe PlayStation-games en stuurt kopers richting digitale licenties, terwijl fysieke spellen volgens Daans prijsvergelijking meestal goedkoper zijn. Een korting in de PlayStation Store kan bovendien verdwijnen, waarna zelfs een jarenoude game weer 80 euro kost. Aan de andere kant snijdt Xbox na een kostbare overnamegolf in studio’s en personeel, terwijl aan tafel de vraag opkomt of Game Pass die investeringen ooit kan terugverdienen. Met Randal, Jurian en Ruurd bespreekt Daan wie de rekening betaalt, of de EU moet ingrijpen en waarom kleinere games juist ruimte krijgen tussen het miljoenengeweld. Over Daan van Monsjou Daan van Monsjou is nieuwsredacteur bij Tweakers, waar hij sinds 2019 nieuws- en achtergrondverhalen schrijft. Zijn voorliefde ligt bij computerhardware en de chipsector; eerder onderzocht hij de chipambities van de EU en interviewde hij ASML-cto Martin van den Brink. Voor deze aflevering dook hij in Sony’s afscheid van fysieke games en vergeleek hij de prijzen van digitale en fysieke PlayStation-games. LinkedIn: Daan van Monsjou Website: daanvanmonsjou.nl In deze aflevering 0:00:00 Cold open: schijfjes verdwijnen en consoles laten op zich wachten0:00:23 Intro: Daan is terug en Tech45 kreeg een verbouwing0:05:45 Waarom de game-industrie op haar grondvesten schudt0:10:41 Sony stopt in 2028 met nieuwe games op schijf0:14:52 Van winkelmarge naar Sony’s 30 procent0:20:05 Waarom games tegelijk te duur en te goedkoop zijn0:32:27 De volgende generatie: Sony op de troon, Xbox in de knel0:46:51 Miljoenenproducties, indiegames en de verdwenen middenklasse0:53:10 Luistervraag van Joris: wat betekent de Chinese invloed van Tencent?1:01:32 Luistervraag van Joost: werken bij Tweakers en pijnlijke kritiek Genoemd in deze aflevering GTA VI was het begin van het einde, Daan over Sony’s afscheid van fysieke games Prijsdata van fysieke en digitale PlayStation-games, fysieke spellen zijn vaak goedkoper PlayStation stopt met fysieke schijfproductie, Sony’s officiële aankondiging voor januari 2028 Project Helix, officiële toelichting op de volgende Xbox-console Digital Markets Act, Europese regels voor digitale poortwachters Steam-terugbetalingen, voorwaarden voor geld terug bij Steam Tech45, wekelijkse techpodcast met Ruurd Sanders Tips van de tafel Daan van Monsjou: Vergelijk de PlayStation Store met fysieke webwinkels; schijfjes zijn voorlopig meestal goedkoper en je kunt ze later doorverkopen. Ruurd Sanders: Test een Steam-game direct na aankoop; binnen veertien dagen en met minder dan twee uur speeltijd kun je meestal geld terugvragen. Randal Peelen: Loop gerust een consolegeneratie achter; oudere grote spellen zijn in een uitverkoop goedkoop en draaien prima op een Steam Deck.See omnystudio.com/listener for privacy information.

Mats Steen spent most of his short life indoors in Oslo. To his parents he looked like a young man with no one. When he died, hundreds of people reached out to say they had known him for years, inside World of Warcraft, as a character named Ibelin. His parents had no idea.That story sits at the center of this episode, and so does the question underneath it: how much of what games actually do is invisible to the people measuring them?Recorded on a rooftop in New York at Games for Change 2026, this episode brings together three people running the organization. Susanna Pollack on twenty-plus years of arguing that games carry purpose beyond entertainment. Then Dr. Rachel Kowert and Arana Shapiro on brand-new research that says the panic about kids and gaming is not coming from the evidence.GuestsSusanna Pollack, President, Games for ChangeDr. Rachel Kowert, Research Director, Games for ChangeArana Shapiro, Chief Program/Operating Officer, Games for ChangeInterviews by Lewis Ward.Chapters00:00:00  Cold open: the story of Mats Steen00:00:42  Games for Change 202600:04:38  Susanna Pollack, and this year's awards00:06:30  What Games for Change actually is00:09:05  Rebuilding the festival: workshops and the Playtest Lab00:12:23  The argument the industry keeps failing to make00:14:37  Games are one of the few places failing is fine00:15:41  The education spine, and kids in 92 countries00:18:25  Raising Good Gamers: the 2019 origin00:22:11  Going global, and working with the UN00:27:54  What's coming next00:28:57  Dr. Rachel Kowert and Arana Shapiro00:30:00  The white paper, and 200,000 articles00:31:43  Why bad news about games travels further00:32:52  Stop counting hours, start asking why00:33:55  Most media is passive. Games are not.00:35:17  SPACE: the five moves00:36:25  60% of kids want their parents to play00:36:57  What Raising Good Gamers ships00:41:53  Self-determination theory and the Proteus effect00:43:41  Academy, Intel, and the DiscordWhat you'll take awayThere is more positive coverage of games than negative. The negative just gets shared further, which leaves parents inside what Dr. Kowert calls a biased information ecosystem.A game does not need to be designed for impact to have it. Joy, stress relief, connection, and a space where age, gender and location stop deciding anything.Games are one of very few activities where failing is acceptable and repeatable. That is how mastering a system quietly builds resilience.The parental concerns have not changed in fifty years. What changes is the question: not how many hours, but what purpose the play is serving.SPACE, the framework: Start with curiosity. Play together. Adjust for context. Cultivate digital citizenship. Establish boundaries together.60% of kids want their parents to play with them. What stops most parents is assuming they'll be bad at it.Mentioned in this episodeRaising Good Gamers, and the white paper by Dr. Rachel Kowert. Free, along with a conversation guide and a family gaming code of conduct template. Workshops rolling out through the PTA, Boys and Girls Club, and libraries.The Remarkable Life of Ibelin, the Netflix documentary about Mats Steen. A feature film is in development.The Games for Change Student Challenge, 10+ years, participants from 92 countries.2026 award winners: South of Midnight (Compulsion Games), the Vanguard Award to Jenn Panattoni, and the Giving Award to SpecialEffect for their adaptive controller work.The Proteus effect, first described by Nick Yee, who joined us back in February.Katie Salen, professor of informatics at UC Irvine, co-creator of Raising Good Gamers.Disclosure: the FTI Consulting media analysis underpinning the white paper was commissioned by Tencent.Where to go nextAcademy — free, built in short packs you can finish on a commute. academy.playerdriven.ioIntel — our prediction game. Call what the industry does next and see if you were right. intel.playerdriven.ioDiscord — where this conversation actually continues.The Operator's Briefing — Tuesdays, if you'd rather it come to you.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über liederliche Märkte, ein mattes Lebenszeichen von LVMH und einen Rekord bei der Odysseus-Aktie. Außerdem geht es um AMD, SanDisk, ASML, Lam Research, Nvidia, SAP, Atoss, Nemetschek, Ionos, Teamviewer, Infineon, BE Semiconductor, Hochtief, Lufthansa, Air France, BP, Eni, Eon, RWE, Vodafone, Zalando, Scout24, Ubisoft, IMAX, CXMT, Tencent, Samsung, SK Hynix, Micron, SpaceX, KraneShares ICBCCS SSE STAR Market 50 Index UCITS ETF (WKN: A3CU6C), Invesco EQQQ Nasdaq-100 UCITS ETF (WKN: 801498), Xtrackers Harvest CSI300 UCITS ETF 1D (WKN: DBX0NK), iShares MSCI China A UCITS ETF (WKN: A12DPT), HSBC Hang Seng TECH UCITS ETF (WKN: A2QHV0), Vanguard EUR Corporate Bond ETF (WKN: A143JK), PIMCO EM Advantage Local Bond ETF (WKN: A1W95H), Global X SuperDividend ETF (WKN: A3DEKS), IncomeShares Gold+Yield ETF (WKN: A4AH1M) und IncomeShares Silver+Yield ETF (WKN: A4AN02). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Plus: chip maker CXMT becomes the most valuable company listed in mainland China in its debut. And some U.S. companies plan to increase headcount despite AI fears. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Spain beat Argentina 1-0 in extra time to win the 2026 FIFA World Cup at MetLife Stadium in New Jersey. It was a tournament full of drama, upsets, and cultural moments - not least in China, where Xiaohongshu streamed all 104 matches for free and Norwegian striker Erling Haaland generated nearly 1.8 billion views on the platform. China's national team, meanwhile, watched from home. Again. Mark Dreyer has spent nearly two decades trying to explain that paradox.Mark is the founder of China Sports Insider, author of Sporting Superpower: An Insider's View on China's Quest to Be the Best, and one of the most respected English-language journalists covering sport in China. His recent piece in The Economist on the state of Chinese football went viral, laying out why a country with enormous resources, a football-obsessed president, and 1.4 billion people has qualified for the World Cup exactly once - in 2002 - and shows few signs of returning anytime soon.In this episode, Mark gives his verdict on the 2026 World Cup - the football, the format, and the final. As a dual English-Canadian citizen, he also has personal stakes in two teams: England, who reached the semi-finals before losing to Argentina and finished third with a thrilling 6-4 win over France, and Canada, who bowed out in the round of 16. He breaks down the state of Chinese football at every level - the national team, the domestic league, and the youth development pipeline - and explains why the problems run much deeper than money or political will can fix.Mark also digs into how China consumed this World Cup differently: Xiaohongshu's landmark streaming deal, the Haaland phenomenon and what it reveals about how Chinese fans engage with foreign athletes, and whether China will ever host - let alone win - a World Cup of its own. Discussion Points·       Overall verdict on the 2026 World Cup: the football, the 48-team format, North America as hosts, and Spain's win over Argentina·       England's semi-final run and third-place finish, and Canada's round of 16 exit - Mark's personal take as a dual citizen·       North America as a three-country host and whether England or China could host a future World Cup·       The state of the Chinese men's national team: why investment and political will haven't translated into results·       Youth football in China: structural problems, academic pressure, and what a genuine grassroots culture would require·       The Chinese Super League post-boom-and-bust: where the domestic league stands after the salary caps and corruption investigations·       Xiaohongshu's landmark streaming deal: all 104 matches free of charge, and what it signals about sports broadcasting in China·       The Haaland phenomenon: 1.8 billion Xiaohongshu views, 'Ha Bao,' romance game edits, and what it tells us about Chinese fan culture·       Xi Jinping's three football ambitions - host, qualify, win - and which, if any, are achievable·       The single most important thing that needs to change for Chinese football to genuinely improve

Tencent is one of China's biggest tech companies, running the popular Chinese messaging app WeChat and the world's largest video game vendor. Now, it's also an up-and-coming force in the field of carbon removal. Xu Hao, the vice president of Sustainable Social Value at Tencent, oversees two of those initiatives: the Carbon Neutrality Lab and CarbonX. He sits down with Sherrell Dorsey, host of the “TED Tech” podcast, to talk about how megacorporation can help advance the climate movement. He also explores the current state of carbon removal technology and how Tencent's video games are becoming an unlikely source of climate education for hundreds of thousands of people. This is episode three of a four-part series airing this month on TED Tech, where host and climate tech journalist Sherrell Dorsey speaks with climate leaders on the technology sparking a greener, more equitable future. Hosted on Acast. See acast.com/privacy for more information.

GTA 6 pulled an estimated $260M in its first week of pre-orders — and the real story is that its launch has quietly become a proxy for every gaming company's valuation. If it opens well, the industry holds. If it doesn't, the bottom could fall out — and mobile goes with it.Felix Braberg flies solo for the news segment, with three stories that matter. GTA 6 pre-orders hit roughly $260M globally in the last week of June (Newzoo forecasts $3.3-5.2B by launch week in November, ~51M units), and Felix explains why the whole industry is watching it as a valuation bellwether. Tencent is rumored to be in talks to buy Playtika's Superplay for $1-1.5B — a fascinating story of an earnout gone right for the founders and wrong for the parent: Playtika bought Superplay for $690M in late 2024 with a performance earnout, Superplay is smashing every target (Disney Solitaire alone is ~$5M/week, ~$300M/year), and the ballooning earnout liability (now ~$829M) plus a $2.3B debt wall in 2028-2029 is forcing Playtika to consider selling its crown jewel. And PubMatic signed an OpenWrap deal with Zynga, bringing transparent, fixed-margin ad buying to Zynga's inventory — the same play as Amazon TAM and Bid Machine.The through-line: the money is moving, and the balance sheets are calling the shots.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 GTA 6 pre-orders hit $260M in week one02:30 Why GTA 6 is now a proxy for all gaming valuations04:00 Tencent in talks to buy Superplay for up to $1.5B06:30 The earnout trap — how Superplay's success became a burden09:00 Playtika's $2.3B debt wall and the forced-sale logic10:30 PubMatic x Zynga and the OpenWrap transparency play12:30 Top charts — Block Out and Meow Doku dominate downloads---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SA---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

Sean Peche has spent 2026 doing the opposite of the crowd. While the market piles into AI, memory chips and Elon Musk's every pivot, the Ranmore founder has been selling Tesla, walking away from SpaceX and quietly buying into Adobe and Tencent instead. In this conversation with Alec Hogg, the South African-born, UK-based fund manager breaks down why Alphabet's capex bill worries him, why Britain's new Prime Minister just handed him a trade, and why getting rich slowly beats chasing the next shiny thing.

Het mocht drie jaar duren maar het is eindelijk zover. Randstad groeit weer, en nu echt! De omzet nam met 2 procent toe, en er wordt zelfs weer winst gemaakt. En dat komt deels door de oorlog in het Midden-Oosten. Hoe dat zit hoor je deze aflevering. En dan zoeken we ook uit hoe houdbaar die groeibron voor Randstad is. Minder mooi ziet het er bij KPN uit. Dat ziet juist de omzet dalen. Specifiek de inkomsten van zakelijke klanten doet het slecht, die krimpen met een vijfde ten opzichte van een jaar eerder. De topman denkt dat het wel goed komt, dat het de rest van het jaar wel weer bijtrekt. Is hij te laconiek? Verder hoor je over de beurs van Hong Kong. Daar liggen beurshandelaren en de uitbater in de clinch over wonton-noedels en geroosterd varken. En we hebben een déjà vu bij Nike. Het kledingmerk gaat - alweer - afscheid nemen van allerlei distributeurs. Pakt het deze keer dan wél goed uit? Te gast: Nico Inberg van de Aandeelhouder BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

Het mocht drie jaar duren maar het is eindelijk zover. Randstad groeit weer, en nu echt! De omzet nam met 2 procent toe, en er wordt zelfs weer winst gemaakt. En dat komt deels door de oorlog in het Midden-Oosten. Hoe dat zit hoor je deze aflevering. En dan zoeken we ook uit hoe houdbaar die groeibron voor Randstad is. Minder mooi ziet het er bij KPN uit. Dat ziet juist de omzet dalen. Specifiek de inkomsten van zakelijke klanten doet het slecht, die krimpen met een vijfde ten opzichte van een jaar eerder. De topman denkt dat het wel goed komt, dat het de rest van het jaar wel weer bijtrekt. Is hij te laconiek? Verder hoor je over de beurs van Hong Kong. Daar liggen beurshandelaren en de uitbater in de clinch over wonton-noedels en geroosterd varken. En we hebben een déjà vu bij Nike. Het kledingmerk gaat - alweer - afscheid nemen van allerlei distributeurs. Pakt het deze keer dan wél goed uit? Te gast: Nico Inberg van de Aandeelhouder BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

Lewis Ward and Greg Posner open Games for Change 2026 with three interviewson the calendar, a Player Driven happy hour that night, and no idea yet howany of it goes.A new Raising Good Gamers white paper lands at the show this week: a meta-analysis of roughly 200,000 studies on what parents actually need to knowabout games and kids, positives included. Lewis breaks down what's in it,who funded the research behind it, and why Tencent has a rational commercialinterest in closing the gap between what parents fear and what playersactually do.Greg makes the trust and safety case from the Player Driven side. The toolingis moving upstream, from moderating conversations after they happen todesigning the conditions where they never start.Then Lewis makes the point nobody at the conference wants to hear. He wentlast year. He played the games on the floor. They weren't fun. "Show me thegame where it's both: it has a huge and growing base over several years, andit's doing what Games for Change is trying to do."Recorded remote the day before the show opens at the Glasshouse in Manhattan.00:00 Day one, and we're winging it00:39 Where education and games actually meet03:12 The interview slate05:30 Moderation is moving to the design layer07:58 Sitting down with the president of Games for Change10:33 Why Tencent is paying for this13:11 The Player Driven happy hour15:24 August is a broken month17:06 What we're building at playerdriven.io19:22 The audience was on Reddit, arguing21:23 The games still aren't fun23:31 Where to find LewisMentioned: Raising Good Gamers, Dr. Rachel Coward, Arana Shapiro, SusannaPollack, SYBO, Tencent's health and wellbeing track, Lewis Ward's Design Deskcolumn.The Operator's Briefing, one email on Tuesdays: playerdriven.ioJoin the Discord: [drop invite]

Fourteen years after launch, Subway Surfers is still one of the biggest games in the world. In this episode, Kalie Moore sits down with Mathias Gredal Nørvig, CEO of SYBO, to unpack how a mobile game launched in 2012 continues to attract between 100 and 150 million monthly players while nearly every other hit from its era has faded away. They explore the philosophy behind Subway Surfers' iconic World Tour live operations, why empowering artists and designers has kept the game feeling fresh for more than a decade, how community ideas have directly shaped new characters and game modes, and why collaborations with games like Brawl Stars have become some of the studio's most successful partnerships. Mathias also shares how Subway Surfers Cities evolved from years of experimentation, why SYBO deliberately avoided cannibalizing its flagship title, and what they're still learning as they build the franchise's next chapter.The conversation also dives into one of gaming's most remarkable organic marketing stories: how Subway Surfers became one of TikTok's biggest gaming phenomena without spending on user acquisition, why SYBO gives its social team extraordinary creative freedom, and how the studio thinks about virality, platform expansion, and community-first marketing. Mathias shares SYBO's measured approach to AI, lessons from becoming part of Miniclip and Tencent, why the company stepped back from large-scale licensing despite nearly five billion downloads, and how sustainability, accessibility, and healthy gameplay have become core parts of the studio's long-term vision. The episode offers a rare look inside one of mobile gaming's most enduring success stories and what it takes to build an evergreen franchise that continues to evolve without losing what made it special.We'd also like to thank Heroic Labs for making this episode possible! Thousands of studios have trusted Heroic Labs to help them focus on their games and not worry about gametech or scaling for success. To learn more and reach out, visit https://heroiclabs.com/?utm_source=Naavik&utm_medium=CPC&utm_campaign=Podcast If you like the episode, please help others find us by leaving a 5-star rating or review! And if you have any comments, requests, or feedback shoot us a note at podcast@naavik.co.Who's On:Guest - Mathias Gredal Nørvig: https://www.linkedin.com/in/noervig/Host - Kalie Moore: https://www.linkedin.com/in/kaliemoore/ Watch the episode: YouTube ChannelFor more episodes and details: Podcast WebsiteFree newsletter: Naavik DigestFollow us: Twitter | LinkedIn | WebsiteSound design by Gavin Mc CabeLinks mentioned:https://sybogames.com/https://www.amazon.co.uk/Gaming-Good-Unlocking-Create-Better-ebook/dp/B0CSDHG8KC/https://www.goodgame.club/

In questo episodio:Le correlazioni crollano e la leadership si allarga: l'S&P 500 ha tenuto nonostante la pesante correzione dei semiconduttori, segno che il mercato sta iniziando a distinguere chi costruisce l'infrastruttura AI da chi sarà davvero in grado di monetizzarla.Si apre una reporting season cruciale: dopo una crescita degli utili del 27% nel primo trimestre, le attese per il secondo trimestre sono del 22-24%, ma la vera domanda del mercato non è più "quanto spenderete" bensì "quando vedrete un ritorno economico".Il mercato obbligazionario torna centrale: il Treasury trentennale è stabilmente sopra il 5%, con il rendimento reale al 2,9% (massimo da 18 anni), mentre la probabile nomina di Warsh alla Fed segnala un approccio più moderno e meno legato alla forward guidance tradizionale.La Cina sorprende sul fronte AI: Alibaba e Tencent mostrano segnali incoraggianti di monetizzazione del cloud, mentre il nuovo modello Kimi 3 dimostra prestazioni vicine a quelle occidentali con costi molto inferiori.Il messaggio chiave è che l'AI non sta rallentando, sta maturando. Un percorso probabilmente più volatile ma anche più sano, in un contesto in cui il capitale torna a essere una risorsa scarsa e quindi preziosa.Per saperne di più, ascolta il nuovo episodio della rubrica podcast Market Flash, a cura di Alberto Tocchio, Head of Global Equity and Thematics.

There's (another) new open source king of AI.

Welcome to this week's episode of the PEBCAK Podcast!  We've got four amazing stories this week so sit back, relax, and keep being awesome!  Be sure to stick around for our Dad Joke of the Week. (DJOW) Follow us on Instagram @pebcakpodcast   Please share this podcast with someone you know!  It helps us grow the podcast and we really appreciate it!   Simple 6 signup link https://simple6.co/r/CFUR98   Kalshi's flight-cancellation betting market Kalshi filed with the CFTC to let traders bet on airline flight-cancellation rates, even as the company fights insider-trading scandals and nearly 20 gambling-related lawsuits. https://www.inc.com/moses-jeanfrancois/kalshi-wants-to-make-money-off-of-canceled-flights-new-sky-trading-plan/91374679 Kalshi's self-certification filing would let users trade "yes/no" contracts on whether a set percentage of flights at a given airport get canceled in a window, using FlightAware data (DOT stats as backup); preemptive cancellations count, delays/diversions don't — this comes as Kalshi is also defending nearly 20 federal/state suits (including one joined by NY AG Letitia James) arguing its sports contracts are unlicensed gambling, and after it fined three Congressional candidates for insider trading in April.   Trump's teleprompter operator under CFTC investigation The CFTC is investigating Trump's longtime teleprompter operator, Gabriel Perez, for allegedly using advance knowledge of the president's speeches to win big on Kalshi's "mention markets." https://www.cftc.gov/filings/ptc/ptc0714269602.pdf https://apnews.com/article/trump-teleprompter-insider-trading-kalshi-ccd6d0ec68e1eb15d100ad770d91abae Perez, who's run Trump's teleprompter since 2016 and reportedly made over $100,000 (Kalshi says north of $90,000 in frozen profits) betting on "mention markets" tied to specific words Trump would say in speeches, was put on unpaid leave after Kalshi's surveillance team flagged the trades and referred the case to the CFTC — the White House called it "a disgrace," and it marks the first known case of a sitting administration employee investigated for prediction-market insider trading.   Microsoft's record-breaking July Patch Tuesday Microsoft's July 2026 Patch Tuesday fixed a record 570 flaws — including three zero-days — while a researcher dropped a new unpatched Windows PoC exploit within hours. https://www.bleepingcomputer.com/news/microsoft/microsoft-july-2026-patch-tuesday-fixes-massive-570-flaws-3-zero-days/ https://krebsonsecurity.com/2026/07/microsoft-patches-a-record-570-security-flaws/ https://thehackernews.com/2026/07/researcher-drops-new-windows-zero-day.html The 570-flaw haul (59 critical) included two actively-exploited zero-days — an AD FS elevation-of-privilege bug (CVE-2026-56155) and a SharePoint elevation-of-privilege flaw (CVE-2026-56164), both now on CISA's KEV list — plus a publicly disclosed BitLocker bypass; hours after patches dropped, researcher "Chaotic Eclipse" released a working PoC called LegacyHive targeting Windows' Profile Service that functions even on fully patched systems, continuing a months-long, increasingly public feud with Microsoft over disclosure timing.   China's AI companion chatbot crackdown China enacted rules banning "emotional reliance" on AI companion chatbots and virtual relationships with minors, part of a broader push tied to the country's fertility concerns. https://www.wsj.com/tech/ai/china-wants-more-babiesso-its-cracking-down-on-chatbot-love-affairs-65cd6c82 The new rules require companion-chatbot makers to get regulatory pre-approval, alert a user's emergency contact if they detect an emotional crisis, and have already pushed ByteDance's Doubao, Alibaba's Qwen, and Tencent's Yuanbao to shut down custom AI-persona features; researchers cited by WSJ say Beijing's underlying worry is that people bonding with chatbots could "take them out of the marriage market," tying directly into China's fertility push.   UK's midnight social media curfew for teens The UK is proposing a default midnight-to-6am social media curfew for 16- and 17-year-olds, with autoplay and infinite scroll switched off by default too. https://www.reuters.com/technology/uk-plans-default-midnight-social-media-curfew-16-17-year-olds-2026-07-14/ The curfew (opt-out, not mandatory) follows last month's full under-16 social media ban and is expected to take effect by spring 2027; a government trial of 300+ teens found it delivered the most consistent sleep benefits of the options tested, though critics like Shadow Education Secretary Laura Trott called an easily-switched-off curfew pointless.   Dad Joke of the Week (DJOW)   Find the hosts on LinkedIn: Chris - https://www.linkedin.com/in/chlouie/ Brian - https://www.linkedin.com/in/briandeitch-sase/

Most influencers build an audience on one platform and stay there. Crystal Yu operates across two ecosystems that couldn't be more different: Instagram in the West and Xiaohongshu in China. The content strategies, audience expectations, brand partnership dynamics, and even the definition of authenticity diverge significantly between them. Crystal has built a following on both, and in this episode, she pulls back the curtain on what that actually looks like.Crystal walks us through how she became an influencer, what she's learned about creating content for two very different platforms, and how she approaches each one differently. She also breaks down the business side of influencing — fee structures, how brand partnerships come together, and what brands consistently get wrong when approaching creators for collaborations.For brands and marketers trying to understand how influencer marketing works in China versus the West, this episode offers a rare insider perspective. Crystal explains how Chinese brands approach collaborations differently from Western brands, why authenticity means something different on Xiaohongshu than it does on Instagram, and how to build trust with audiences on both sides of the divide. Discussion Points·       How Crystal became an influencer and whether it was a deliberate choice or an organic evolution·       The key differences between Instagram and Xiaohongshu as platforms: audience expectations, content formats, and culture·       How Crystal's content strategy differs across platforms and whether she creates separate content for each·       The business side of influencing: fee structures, compensation models, and how deals are structured·       How brand partnerships come together: inbound vs outbound, agency involvement, and selection criteria·       What brands consistently get wrong when approaching influencer collaborations, and what makes one successful·       How Chinese and Western brands approach influencer partnerships differently·       Balancing sponsored content with audience trust, especially on Xiaohongshu, where authenticity is paramount·       Where influencer marketing is heading over the next few years, particularly in China·       Advice for anyone looking to build a cross-platform presence or pursue influencing as a career

Alice Han and James Kynge look at why, for the first time in decades, China's new Five-Year Plan sets no numerical target for urban job creation. With unemployment at 5.1%, producer prices at a four-year high, and AI anxiety rippling through the labor market, what does it mean when Beijing, a government that treats jobs numbers as sacred, stops setting one? Then: Tencent is in talks to become the largest shareholder in Manus, the Chinese AI agent startup Meta tried to buy for $2 billion before Beijing forced the deal to unwind. Alice and James unpack why Chinese regulators intervened, what happened to Manus's founders, and what this all signals about Beijing's grip on its AI sector. Finally: Gen Z in China is skipping the megacities. Alice and James dig into why more young people are choosing Tier 3 and Tier 4 cities over Beijing and Shanghai, and whether it's a lifestyle choice or a symptom of a tougher economy. Subscribe to China Decode on Substack for weekly analysis, livestreams, and deep dives into the biggest story shaping the global economy: chinadecode.profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

On this week's episode of the Massively OP Podcast, Bree and Justin talk about the huge Elder Scrolls Online layoffs, EverQuest Legends' paid beta, Aion 2's business model, PlanetSide's new owners (of the IP), and Fiesta Online's console plans. It's the MassivelyOP Podcast, an action-packed hour of news, tales, opinions, and gamer emails! And remember, if you'd like to send in your question to the show, send 'em in through our tips form. Now, listen to this week's show… Show notes: Intro Adventures in MMOs: LOTRO, GW2, Farever ZeniMax layoffs shake Elder Scrolls Online to its core EverQuest Legends starts its paid beta Aion 2 lays out its monetization plans Tencent buys the PlanetSide IP Fiesta Online is coming to console Outro Other info: Podcast theme: "Y'ffre in Every Leaf" from Elder Scrolls Online Your show hosts: Justin and Bree Listen to Massively OP Podcast on iTunes, Stitcher, TuneIn, iHeartRadio, Player FM, Pocket Casts, Amazon, and Spotify, or follow our uploads with RSS Follow MassivelyOP on Bluesky, Mastodon, Twitch, YouTube, Twitter, and Facebook

PODCAST LAS NOTICIAS CON CALLE DE 10 DE JULIO - Israel dice que Irán iba a asesinar a Trump y por eso cambiaron de avión presidencial - CNN 22 personas y empresas se declaran en quiebra por día - El Nuevo Día Gobernadora entrega 200 títulos de propiedad - NEWSPR Acusan a Gian Carlo Piovanetti por vivir como rico cogiendo de tonto a clientes y fraude - El Nuevo Día Plantean darle alivios a ayunadores y cuidadores, costo de 300 millones - El Nuevo Día  PR es el líder en enfermedades raras en todo USA - El Vocero Ciencias Forenses busca encontrar personas desaparecidas para dar paz a familias que no encuentran a sus seres queridos - El Vocero Politank dice que se va a defender de todo esto sal pa fuera - El Vocero Agricultura y comida en aumento de precio por sequía y fertilizantes - El Nuevo Día Nombran fiscal investigadora en caso de Negrón Reichard - El Nuevo DíaUn momento para WindMar Home — la empresa con más de 20 años protegiendo los hogares puertorriqueños.Solar para bajar tu factura. Techo para proteger tu inversión. Agua para que nunca te quedes sin — especialmente con las sequías que se aproximan. Y batería para total independencia energética.Todo bajo una misma empresa. Un solo llamado. Llama al 787-489-1155 o visita windmarhome.comWindMar Home — los que se preparan hoy , duermen tranquilos mañana.#windmarhome #incluyeauspicioPetróleo/diésel: Brent ~$76; diésel de EE.UU. al alza más rápida en 4 años; Rusia prohíbe exportar diésel (≈30% de su refinación estuvo fuera el mes pasado)Segundo día de ataques Irán–EE.UU.OpenAI y Google vendieron modelos avanzados a subsidiarias en Singapur de Alibaba, Baidu y Tencent — empresas en la lista negra del Pentágono - FT  LOS DATOS DEL DÍA (snapshot Bloomberg, 10 jul) Brent$76.13 (-0.2%) S&P 500 (futuros)7,580.75 (-0.1%) Nasdaq 100 (futuros)29,817.25 (-0.4%) Bono 10 años4.53% (-0.02) Oro$4,104.95 (-0.5%) Diésel EE.UU.alza más rápida en 4 años (nivel s/c)

Rui Ma, founder of Tech Buzz China and one of the most trusted English-language voices on China's technology sector, is back to break down everything happening in China's tech landscape, from DeepSeek to humanoid robots.Rui runs in-person tech immersion trips to China for investors and executives, giving her a ground-level view of what's actually being built and deployed - not just what's being announced. In this episode, she shares her biggest takeaways from recent trips, from what surprised her to what confirmed what she already suspected about China's AI and hardware trajectory.She walks us through the humanoid robotics sector - who the leading Chinese companies are, what the realistic near-term use cases look like, and whether Americans will ever be able to buy Chinese-made robots. She unpacks Alibaba's Taobao and Qwen integration, Tencent's quieter but consequential AI strategy, DeepSeek's latest moves, and the OpenClaw explosion. She also gives her read on Nvidia export controls: whether they're working, and how Chinese companies are adapting.Rui also weighs in on the X debate about quality of life in lower-tier Chinese cities, assesses the broader US-China AI competition including the talent landscape, and gives her takes on Zhipu and Minimax as publicly traded AI plays. If you want to understand where China tech is headed and what it means for the rest of the world, this is the episode to listen to.Discussion Points·       Takeaways from Rui's recent Tech Buzz China immersion trips to China and information on upcoming trips·       Humanoid robotics in China: leading companies, near-term use cases, and whether Americans can buy Chinese-made robots·       The X debate on quality of life in lower-tier Chinese cities and what it reveals about Western misperceptions of China·       Alibaba's Taobao and Qwen integration: what it signals about AI-powered e-commerce and Alibaba's broader AI strategy·       Tencent's AI strategy: what's happening under the hood and where the company is positioning itself·       DeepSeek update: latest model releases, competitive position, and what to watch next·       The OpenClaw explosion: what it is, why it took off, and what it tells us about Chinese innovation under chip restrictions·       Nvidia export controls: current status, whether they're achieving Washington's goals, and how Chinese companies are adapting·       US-China AI competition scorecard: how each side stands across models, infrastructure, and talent·       Zhipu and Minimax as public AI plays, plus other China tech names Rui is watching closely

Financial Times reported that Tencent is leading a deal to unwind Meta's $2 billion acquisition of Manus. The parties have not disclosed terms, and it is unclear whether Manus would return to independence, join a Tencent led consortium, or be split. The potential reversal aligns with Meta's recent portfolio adjustments, including the 2023 sale of Giphy and a shift toward AI infrastructure. Tencent's involvement reflects its cross border investment strategy built around minority stakes and partnerships. Regulators in the United States, Europe, the United Kingdom, and China continue to shape deal structures, though there is no indication a specific authority prompted this unwind. The transaction would require new arrangements for employees, customers, contracts, and intellectual property, with deal mechanics determining valuation and timeline.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Station F, the Paris-based startup hub founded by French billionaire Xavier Niel in 2017, is gearing up for a new edition of its selective acceleration F/ai program that will cement its role as a stepping stone for AI startups. Also, Even Realities, an ex-Apple team building camera-free smart glasses, raised $150M from Meituan and Tencent at a $1B valuation. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Obligaties, de yen, goud. Het zijn normaal gesproken veilige investeringen. Al is dat dit jaar niet meer het geval. De veilige havens voor beleggers doen hun werk niet meer, concludeert CNBC. Goud staat flink lager dan begin dit jaar, de yen staat er zwak bij en obligaties worden ook verkocht. Deze aflevering kijken we wat er aan de hand is en vooral: waar jij dan wel moet schuilen. Wat voor jou veilige havens zijn in onrustige tijden. Hebben we het ook zeker over Christine Lagarde. Ze hint erop om tóch eerder te vertrekken bij de ECB. Ze is nu nog president bij de centrale bank, maar ze denkt er aan om president van Frankrijk te worden! Waardoor wij weer op onderzoek uit moeten: wie moet haar bij de ECB opvolgen? Een wonderlijke stap. Daarover gesproken: de wonderen zijn de wereld nog niet uit. President Trump zegt dat hij en Elon Musk weer een hele goede band hebben. Sterker: Musk zou SpaceX aandelen aan zijn regering willen schenken. Verder in dit beurstheater: Mark Zuckerberg geeft zijn fouten bij Meta toe De olieprijs gaat naar beneden! Naar 60 dollar, denkt Citi Toezichthouder denkt dat beursgangen HongKong zijn opgeblazen Nike aangeklaagd door 7-Eleven Bending Spoons of Prosus: in welke investeerder moet je? Te gast: Jim Tehupuring van 1Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

For North American sports in China, the appetite is there - millions of fans, growing middle-class purchasing power, a government actively promoting winter sports and athletic culture. However, the path from interest to revenue remains complicated. Leif Rogers has spent his career navigating exactly that path. As Founder and CEO of Red Phoenix Entertainment, he helps North American athletes, leagues, and franchises build real commercial presence in Asia.Leif previously joined The Negotiation alongside his colleague Gino Gordon to lay out the Red Phoenix thesis. He's back for a follow-up episode to share what he's been working on since, including recent deals and campaigns, and to give us his most current read on the sports market in China. A lot has shifted: platform dynamics, broadcast rights, Chinese fan consumption habits, and the role of individual athletes as commercial anchors have all evolved.In this episode, Leif breaks down which North American sports are gaining traction in China and which are struggling, which athletes are resonating with Chinese fans and why, and how Chinese brands are thinking about North American sports sponsorships today. He also covers how fans are consuming sports content across digital platforms, what the biggest overlooked opportunities are for leagues and franchises, and what advice he'd give any sports property serious about building a presence in the region. Discussion Points·       Red Phoenix Entertainment overview: what the firm does and how Leif came to build it·       Recent deals and campaigns: what Red Phoenix has been working on since the last episode·       Current state of the sports market in China: what's changed and what the landscape looks like in 2026·       Sport-by-sport breakdown: which North American sports are gaining traction in China and which are not·       Which North American athletes are resonating most with Chinese fans and what makes them stand out·       How Chinese brands are approaching North American sports sponsorships today and what they're looking for·       How Chinese fans are consuming North American sports content across platforms and streaming services·       The biggest challenges North American sports properties face when entering or scaling in China·       The most overlooked opportunities in the Asia sports market that most leagues and teams are missing·       Leif's outlook for North American sports in Asia and advice for any property serious about the region

Alice Han and James Kynge dig into why Apple is lobbying the Trump administration for permission to buy memory chips from a Chinese company on the Pentagon's military blacklist. With DRAM prices up nearly 100% in a single quarter — analysts are calling it "RAMageddon" — Apple already raised MacBook and iPad prices by up to 20%, and iPhones could be next. How far will Apple go to secure its supply chain, and what does it mean if Washington says yes? They also break down DeepSeek's landmark $7.4 billion funding round, which is the first time the Chinese AI startup has ever taken outside money. Tencent, CATL, and China's state-backed National AI Investment Fund are among the backers, and the valuation has jumped six-fold in six weeks to nearly $59 billion. DeepSeek built its reputation on doing more with less — so why does it need the money now? And finally: a new sign that China's middle class is changing what it puts on the table. The Economist calls it the "Californication" of Chinese diets: a growing appetite for organic, health-conscious food. Subscribe to China Decode on Substack for weekly analysis, livestreams, and deep dives into the biggest story shaping the global economy: chinadecode.profgmedia.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

This week's WorldWideMarkets is a tour of cheap stocks that each come with a question mark. Simon Brown looks at Microsoft, where a forward PE of around 20 against a mean of 33 makes it look inexpensive — except free cash flow has slipped back to 2021 levels as AI and data-centre capex ramps. He revisits Afrimat, a high-quality cyclical now trading near 10-year lows, and digs into Bending Spoons, the Italian roll-up of legacy tech brands like Evernote, WeTransfer and AOL heading to the NASDAQ under code BSP. He also covers Naspers' latest results, the discount embedded in the Naspers-Prosus-Tencent chain, and why petrol gets a sizeable cut as Brent drops into the low 70s. Topics: Microsoft, Afrimat, Brent oil, Bending Spoons IPO, Naspers, Prosus, Tencent, Takealot. WorldWideMarkets is part of JustOneLap.com.

Independent analyst Jimmy Moyaha unpacks the Naspers and Prosus results as Takealot delivers an adjusted Ebitda profit – but is the story still all about Tencent? Invicta CEO Steven Joffe joins us to discuss results showing 50% of revenue now comes from offshore operations as tough local trading conditions persist. Plus, Satrix's Siyabulela Nomoyi explains why choosing the right benchmark is one of the most important investment decisions you'll make.

With Grand Theft Auto VI finally launching this November, we've been left without a key piece of information: Its price. Conjecture and prognostication has run rampant, but now we have confirmation that GTA6's base cost is $80 in the United States, with a $100 version offering players some perks and unlocks. With our long-awaited trip down to Leonida drawing closer on the horizon, we've much to discuss, including our hype level, whether we'll buy the base or special edition, the lack of a real physical version, and -- perhaps most intriguingly -- no new trailer or gameplay videos to help sell a product that (let's be honest) probably doesn't need much help to begin with. Other news this week includes significant layoffs at Sony-owned Bungie, indications that God of War: Laufey may launch as early as Q1 2027, more delisted shovelware tripe removed from PlayStation Store, executive-level issues at FromSoft, and more. Then: Listener inquiries! What's with Steam Machine's absurd price? Should Sony look to invest in any of Xbox's distressed assets? Why did PlayStation even bother publishing Midnight Murder Club if they were only going to ignore it? Will Chris and Colin one day have their shared ex-psychiatrist on the show to discuss our many mental ailments? Timestamps: Please keep in mind that our timestamps are approximate, and will often be slightly off due to dynamic ad placement. 0:00 - Intro22:50 - Happy Birthday nerd35:46 - Trophy hunting37:10 - Chris has a new voice47:15 - Release the files55:38 - The Green Reaper57:31 - GTA VI "plays best" on PlayStation 51:46:15 - Bungie lays of hundreds2:11:09 - Bungie pitched a Destiny dating game2:15:35 - God of War: Laufey might launch in Q1 20272:17:02 - Deborah Ann Woll claims Laufey was pitched in 20182:25:06 - PlayStation Store shovelware developer bites the dust2:30:53 - Kadokawa says Fromsoft is being mismanaged2:39:21 - Tencent exits from several game studio investments2:43:47 - What We're Playing (Pragmata, LEGO Batman, Luna Abyss, GTA: San Andreas)3:05:33 - Steam Machine pricing3:26:19 - Could Sony invest in XBOX?3:31:15 - What's next for Sony?3:40:03 - Midnight Murder Club received its final update3:46:05 - Is gambling software okay?3:54:55 - Should Sony stick to its existing IP catalog? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Não, você não deu play em um episódio antigo sem querer. O preço dos consoles Xbox Series aumentará mais uma vez, não muitos meses após o aumento anterior, ao ponto de que um Series S tem agora o mesmo custo para o consumidor que um Series X tinha em 2020 quando foi lançado. Também falamos do início da pré-venda de GTA 6 e as informações que vieram junto disso, demissões severas na equipe de Destiny 2 e mais.Participantes:Guilherme JacobsHeitor De PaolaAssuntos abordados:04:00 - Consoles Xbox aumentarão de preço de novo31:00 - O preço e a pré-venda de GTA 648:00 - Maioria da equipe de Destiny 2 é demitida58:00 - Tencent está repensando seus investimentos em estúdios japoneses1:01:00 - Rápidas e curtasVai comprar jogos na Nuuvem? Use o link de afiliado do Overloadr!Use nosso link de filiado ao fazer compras na Amazon Hosted on Acast. See acast.com/privacy for more information.

Prosus draait financieel goed. Ook als je het belang in Tencent weg laat. Dan zijn omzet en winst met dubbele cijfers gestegen op jaarbasis. En Prosus deelt uit met een dividend dat 40 procent stijgt. Toch er is ook een 'maar': Just Eat Takeaway. Voor dik 4 miljard euro gekocht, maar het stelt teleur. De omzet daalt namelijk met 6 procent op jaarbasis. Zelf maakt Prosus zich geen zorgen: ze beloven binnen een jaar (met kunstmatige intelligentie) de omzet te laten stijgen. Deze aflevering kijken we of ze dat wel kunnen waarmaken. Hebben we het ook over het vertrek van de cfo van Alfen. Onno Krap heeft twee jaar gewerkt als de financiële baas van het laadpalenbedrijf, maar vertrekt ineens. Op stel en sprong, want vandaag ging het persbericht eruit en morgen is 'ie al weg. Wat daar aan de hand is, proberen we voor je uit te zoeken. Het is ook de aflevering dat we het weer eens over WeWork hebben. Je weet wel, de investering waar de baas van Softbank nog wel wat slapeloze nachten over heeft gehad. Dat is saai geworden en terug! Verder deze aflevering: Trump teruggefloten door Hooggerechtshof: Lisa Cook mag niet ontslagen worden Comcast splitst zichzelf op. Er komt wéér een mediabedrijf bij Moeten we de AEX-index veranderen in de AI-index? Volkswagen wil nog meer lozen. Nu ook onderdelen Te gast: Robbert Manders, van het Antaurus Europe Fund BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

CNBC reported that Baidu's AI chip unit, Kunlunxin, is targeting a $50 billion Hong Kong IPO, sending Baidu shares up about seven percent. Kunlunxin designs AI accelerators deployed across Baidu AI Cloud and complements Baidu's Ernie large language model and Ernie Bot. The potential listing would test demand for semiconductor assets in Hong Kong and broaden Baidu's investor base. U.S. export controls on advanced GPUs have pushed Chinese firms, including Baidu, Huawei, Alibaba, and Tencent, to accelerate in house chip programs. A public offering could fund R&D, manufacturing partnerships, and software tools, while adding market discipline to the unit's performance. For founders, the move signals continued competition for AI compute, growing domestic silicon options in Asia, and the need to diversify across accelerators and regions.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

¡Ni el encubrimiento por omisión podrá salvarlos !¡Porque es lunes y SpreadShotNews Podcast ya llegó! En este episodio: Nico termina el 007: First Light y nos da sus impresiones finales, mientras Maxi comenta sobre el futuro de la Ace Combathon y arranca el Monster Hunter Stories 3: Twisted Reflection. En el Rapid-Fire, charlamos sobre los recientes despidos en EA, Tencent retirándose parcialmente de Japón, Xbox aumentando precios (otra vez!) y los devastadores despidos en Bungie. Para el Hot Coffee analizamos el anuncio de Valve al respecto de la Steam Machine, pero aún más importante, el anuncio de SteamOS disponible públicamente. Para finalizar, en el Special Move, Maxi nos deja una guia en video sobre el proceso de instalación de la recopilación de Ace Combat 6 en PC y un nuevo estudio por el científico Jeff Gerstmann, esta vez estudiando el catálogo de la Nintendo 64 . Nico por su parte recomienda el flamante podcast de Will Smith sobre Linux llamado Take Control of your Tech . Por último, recuerden que nos pueden escribir preguntas directamente a través de google forms en el siguiente link: spreadshotnews.com/preguntas

BS Section and House Keeping  Discord Server geekoholics.com/discord/   Whatcha Been Playing? Gothic 1 Remake Lost Castle 2  Over the Hill - Demo Forza Horizon 6 on a new monitor News: Cross Platform / PC / Misc Rockstar confirms there will be no disc version of GTA 6 at launch Tencent is reportedly in talks to sell its shares in some Japanese studios, even if that means taking a loss Valve has revealed the price of the Steam Machine, ahead of its release PlayStation PlayStation's PC port era appears over as Sony scrubs key policy language Xbox Ori director says Game Pass 'could've worked' if Xbox didn't 'slop out mediocre content like a factory' PSA's: Epic Games Store Freebies: Rollercoaster Tycoon 3 Complete Edition, Voidwrought  Free 4 All Masters of the Universe Getting ready for Tom Quilty 2026 - 160km Horse endurance ride  New LG Monitor - LG 39GX900A-B

Brad is still out on personal leave, but his podcasting cohort Will Smith is here to chat with Vinny and Alex about the Steam Machine, GTA's discless future, and a variety of video games and demos.CHAPTERS(00:00:00) NOTE: Some timecodes may be inaccurate for versions other than the ad-free Patreon version due to dynamic ad insertions. Please use caution if skipping around to avoid spoilers. Thanks for listening.(00:00:10) Intro(00:00:31) Will Smith is here to set us right(00:02:29) This is the year of Linux... for real this time!(00:09:35) Celebrating the end of Middle School(00:17:58) Memories of Gym Class...(00:21:44) The Video Games(00:21:57) Heave Ho 2 | [Nintendo Switch, Nintendo Switch 2, PC (Microsoft Windows)] | Jul 16, 2026(00:24:39) The Mound: Omen of Cthulhu | [Linux, PC (Microsoft Windows), PlayStation 5, Xbox Series X|S] | Jul 15, 2026(00:30:49) First Break(00:30:50) Subnautica 2 (Early Access) | [PC (Microsoft Windows), Xbox Series X|S] | May 14, 2026(00:39:16) Cost to develop games(00:49:10) Librarian: Tidy Up the Arcane Library! | [PC (Microsoft Windows)] | Apr 30, 2026(00:51:39) Dimhaven: The Lost Source | [Mac, PC (Microsoft Windows)] | Jun 23, 2026(00:55:52) Helldivers 2 | [PlayStation 5, PC (Microsoft Windows)] | Feb 08, 2024(01:02:16) Managing Live Service Games(01:08:01) Dragon Ball: Xenoverse 3 | [PC (Microsoft Windows), Xbox Series X|S, PlayStation 5] | 2027(01:16:05) Second Break(01:16:06) The Steam Machine pricing what it could mean(02:08:02) Tencent might be scaling back investments(02:21:19) Sega to change how it markets some games(02:27:59) Grand Theft Auto 6 gets pricing and release details(02:45:05) Email(s)(02:49:08) Wrapping up(02:51:35) Mysterious Benefactor Shoutouts(02:52:56) Check out more from Will(02:57:11) Nextlander Content Updates(02:58:05) See ya!

Follow The Trophy Room Patreon: https://www.patreon.com/Pstrophyroom Ko-Fi - https://ko-fi.com/pstrophyroom Apple Podcast: https://apple.co/2PglU1a Discord: https://discord.gg/wPNp3kC T witter: x.com/pstrophyroom  -------------------------- This week on The Trophy Room:

GTA 6 finally has a price tag, Steam Machine lands with a $1,000+, and Tencent is quietly pulling out of Japan.In this episode, we break down:● Why GTA 6's $80/$100 pricing is good news for the industry● What the deluxe edition actually includes (and what it's missing)● The attach rate debate for GTA 6 on PS5 and Xbox● Why Tencent is exiting its Japanese gaming investments● Who's actually still buying game studios right now● Unreal Engine 6 and what it means for developers● Epic's new AI tools shown at Unreal Fest● Tim Sweeney's "Team Open" pitch and his war on Roblox● Who the Steam Machine is actually built for● General Intuition's $320M raise and what it means for AI in gaming● Roblox's new brand integration tax and why creators are worried● Why Queen Digital Entertainment shut down after burning $50MCHAPTERS:00:20 Welcome and Agenda02:14 Canada and World Cup Banter03:40 Seattle Roundtable Plug05:07 Mishka LinkedIn Apology07:42 LA Roundtable Recap10:15 Audience Polls and GTA Hype11:38 GTA 6 Pricing Details14:32 Deluxe Edition and Monetization17:05 Attach Rate and Online Revenue20:23 Tencent Divestment Rumors22:22 Who Still Buys Studios25:47 Bull Case and Buyouts26:06 Tencent Strategy Shift26:35 Unreal Fest Highlights26:55 Unreal Engine 6 Roadmap27:53 AI Tools in Unreal28:36 Tim Sweeney vs Roblox29:04 Team Open Vision31:26 Interoperability Debate35:00 Epic Reality Check40:53 Valve Steam Machine Pricing46:41 Who Is It For48:05 General Intuition Funding50:21 Roblox Brand Runtime Fees54:38 Creator Impact and Risks58:26 Queen Digital Shuts Down01:00:14 Wrap Up and Goodbye

EPISODE 427 - Directive 8020 Let's GoThis week on PS THIS IS AWESOME, Jake reports back on 007 while Fred discusses Directive 8020, Bramble, and his continued Balatro addiction. We dive into Tencent's reported retreat from some Japanese game investments, Marvel's Wolverine's surprisingly bizarre accessibility options, Kojima's mysterious new horror project OD, and CD Projekt Red's ongoing efforts to rebuild trust ahead of The Witcher 4. Plus, Sony recommits to annual single-player blockbusters while rumors swirl that the PS6 could be delayed due to rising hardware costs.Visit www.patreon.com/psthisisawesome to support the show and help us continue producing the content you love!Please, if you enjoyed the content — or even if you didn't quite enjoy this one — come back. We try to offer something for everybody. Share with your friends and help us grow our awesome PlayStation community!As always you can support our show at our Patreon Page. Thanks for listening.http://www.patreon.com/psthisisawesome Hosted on Acast. See acast.com/privacy for more information.

La palabra que mejor describe la situación actual de la industria del videojuego en Francia es, sin duda, crisis. Un sector que durante años fue una referencia internacional atraviesa ahora uno de los periodos más complicados de su trayectoria. Las previsiones apuntan a que entre 2.000 y 3.000 trabajadores podrían perder su empleo en los próximos meses, una cifra muy significativa para una industria que cuenta con alrededor de 15.000 profesionales en el país. La problemática no es exclusiva de Francia, ya que durante 2025 más de 15.000 empleados del sector fueron despedidos en todo el mundo, reflejando una tendencia global preocupante. Este escenario ha provocado una creciente movilización de los trabajadores. El Sindicato de Trabajadores de Videojuegos (STJV) ha convocado una jornada de huelga para reclamar medidas urgentes que ayuden a revertir la situación. Según sus representantes, es necesario implicar tanto a los empleados como a los responsables políticos para afrontar los desafíos actuales. Desde la organización sindical consideran que las administraciones públicas no han reaccionado con la rapidez necesaria. Aunque continúan existiendo ayudas institucionales para el sector, muchas empresas consideran que estas resultan insuficientes para compensar la reducción de la inversión privada. Uno de los factores que más está afectando a la industria es el auge de la inteligencia artificial. Tras el fuerte crecimiento experimentado durante la pandemia, cuando las ventas de videojuegos alcanzaron cifras récord, numerosos inversores apostaron por el sector. Sin embargo, gran parte de ese capital se ha desplazado hacia proyectos relacionados con la IA, considerados actualmente más rentables. Empresas francesas como Don't Nod, creadora de Life Is Strange, afrontan dificultades financieras y podrían quedarse sin recursos a corto plazo. Además, grandes grupos como Tencent o NetEase han reducido su apoyo económico a estudios occidentales. Los datos de inversión reflejan claramente esta desaceleración. Mientras que en 2021 se registraron 778 operaciones de capital riesgo y private equity vinculadas a los videojuegos, en 2025 la cifra descendió hasta 208. Ubisoft representa uno de los ejemplos más evidentes de esta crisis. La compañía registró una caída del 20 % en sus ventas durante el ejercicio 2024-2025 y cerró el periodo con pérdidas de 15 millones de euros. Sus planes de reducción de plantilla han provocado protestas tanto en Francia como en España, donde Ubisoft Barcelona ha convocado varias jornadas de paros para rechazar un expediente que afectará a decenas de trabajadores.

Player 1 vs The World's StrangeCast is BACK with an all-new episode. There's no ‘Side A' or ‘Side B' this week — it's one full episode! Adnan Riaz and Adam Evalt reunite one more time to talk all things Don't Nod Entertainment, Deck Nine, Square Enix, Life Is Strange and much more!

En weer moet ASML dealen met de Amerikaanse regering. Dit keer is het handelsminister Howard Lutnick die de directie op het matje roept. Volgens hem zouden de nieuwste machines van ASML naar China gaan, ondanks het exportverbod. Persbureau Bloomberg sprak met mensen uit de Amerikaanse regering. Die zeggen bewijs te hebben, zonder bewijs te overleggen. ASML ontkent en zegt dat ze helemaal geen nieuwste machines leveren. Hoe dan ook: het is wéér gedoe dat ASML op zijn bordje krijgt. Hoe moet het bedrijf hier nu weer mee omgaan? We kijken er deze aflevering na. Ook wat dit met je ASML-aandeel doet. Hebben we het ook over het nieuws Prosus. Dat krijgt steeds meer vorm, blijkt uit de nieuwe trading update. Maar wanneer kennen beleggers ook die hogere beurswaarde toe aan het bedrijf? Verder gaat het over SpaceX. Dat ging als een raket op de beurs, maar de motor begon te haperen. De koers van het aandeel ging naar beneden. Ondertussen probeert het bedrijf nog even 20 miljard op te halen bij investeerders, nadat het afgelopen week al ruim 80(!) miljard ophaalde. Gaat het ze lukken? Ook kijken we naar de falende robotaxi's van Aplhabet, mogelijke claims tegen Meta en we bespreken de deal tussen Iran en de VS. Is die deal nu alweer mislukt? Te gast: Errol Keyner van de Vereniging van Effectenbezitters BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Derrick Irwin says emerging markets are set for a comeback, supported by strong earnings and macro resilience beyond the AI trade. He highlights diversification across India, Indonesia, and South Africa, while noting China's K-shaped recovery favoring names like Alibaba (BABA) and Tencent. Irwin points to MTN Group and MercadoLibre (MELI) as top opportunities.======== 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

Xbox can't help itself; it finds rakes out of nowhere to step on, and its all self-inflicted. There won't be any trips in the Tardis anytime soon, and who is to blame? George Miller wants to sell Mad Max, but why? And Fox buys Roku, which feels oddly familiar.

We have an insight-packed and hopeful discussion with Owen Mahoney, CEO of Maplestory's Nexon. This Choplifter fan went on to acquire JAMDAT and DICE for EA, then saw the future with Embark. We discuss forever games, where stories come from and the huge growth coming - this week!TIMESTAMPS[0:00:00] Intro: Owen Mahoney[0:10:22] Medium shifts favor beginnersOwen explains why every major technology shift benefits newcomers.[0:19:33] An “unusual background”Owen describes his and Nexon's “unusual backgrounds,” and how they got started. [0:33:23] Most pitches are a product problem, not a marketing problem "90% of the deals that I looked at to build a game... look very similar to something that was already out there in the market. So a lot of what people are calling a marketing problem are in fact a product problem."[0:42:37] Tried to buy Nexon three times at EAOwen reveals he tried to acquire Nexon three times while at EA, and eventually ended up joining them as CFO instead — including nearly landing Riot Games before being outbid by Tencent.[0:48:23] The "forever franchise" thesis behind EmbarkOwen explains the concept of "forever franchises" — games that don't have to peak and decline — and how that philosophy was central to their success and investments.[0:52:55] The industry inverts good game developmentOwen argues that big-budget game development is built backwards: studios front-load expensive art to get green-lights, while leaving the actual "find the fun" iteration — the most important part — until the end.[1:04:11] New technology always creates new kinds of game makersOwen's closing argument on the industry's future: "Every generation comes with its new set of innovators."[1:08:40] Outro: Wrapping UpSupport the showThank you for listening to our podcast all about videogames and the amazing people who bring them to life!Hosted by Alexander Seropian and Aaron MarroquinFind us at www.thefourthcurtain.comJoin our Patreon for early, ad-free episodes plus bonus content at https://patreon.com/FourthCurtainCome join the conversation at https://discord.gg/KWeGE4xHfeVideos available at https://www.youtube.com/@thefourthcurtainFollow us on Twitter: @fourthcurtainEdited and mastered at https://noise-floor.comAudio Editor: Bryen HensleyVideo Editor: Sarkis GrigorianProducer: Kimya TaheriArt: Paul RusselCommunity Manager: Doug ZartmanFeaturing Liberation by 505

The headlines about China's economy often tell two contradictory stories at once: recovery and stagnation, consumer confidence and persistent caution, tech boom and structural drag. Making sense of what's actually happening requires someone who's tracking the data closely, week by week, from the ground up. Robert Wu does exactly that through Baiguan, a consultancy and popular newsletter that covers the Chinese economy, consumer trends, and business developments.In this episode, Robert gives us his unfiltered read on the state of China's economy in 2026. He breaks down two trends his recent newsletter highlighted: what's happening in the real estate market and whether salary recovery is real or overstated. He also assesses consumer sentiment and what it's actually showing up in spending behaviour across categories.Robert then takes us through a series of sector-specific spotlights: the auto market and whether robotaxis are genuinely scaling or still in hype territory; Pop Mart's trajectory and what it signals about Chinese consumer brands going global; DeepSeek's latest model and what it reveals about China's AI competitive position; and the food delivery war between Meituan and its challengers, and what that tells us about the state of China's consumer internet.He closes with the key variables that will shape the rest of the Chinese economy in 2026, and what international businesses should understand about China that isn't making it into the headlines. Discussion Points·       What Baiguan is, who Robert writes for, and what led him to cover the Chinese economy·       High-level read on the state of China's economy in 2026: recovery, stagnation, or something more complex·       Real estate market update: what the data is showing and whether the sector has turned a corner·       Salary recovery: how real it is, which segments are seeing it, and what it means for consumer spending·       Consumer sentiment assessment: how people are actually feeling and how it's showing up in spending patterns·       Auto market dynamics and the robotaxi question: genuine scaling or early-stage hype·       Pop Mart: bullish or bearish, and what its trajectory tells us about C-brand globalisation·       DeepSeek's new model and what it signals about China's AI competitive position relative to the West·       The food delivery war: who's winning, who's losing, and what it reveals about China's consumer internet·       Key variables to watch for the rest of 2026 and what international businesses are missing about China

US President Trump said they are negotiating regarding Iran and a victory will happen very soon; he stated they will declare total victory in two weeks; Brent Aug'26 -1.1%Trump was said to have warned Israeli PM Netanyahu that if he turns escalation into war, he will be left alone against Iran. He also told the Israeli PM that if he does not get an Iran deal within a few days, he would lead the strikes on Iran.A top Iranian official casted doubt on a deal being imminently reached between the US and Iran, telling CNN that major roadblocks persist on issues like Iran's nuclear program and uranium enrichment.Pentagon accused several Chinese tech-giants (Alibaba, Baidu, BYD, Tencent) of aiding the Chinese military.APAC stocks traded mixed; European equity futures are indicative of a slightly weaker open.DXY is incrementally lower with G10s broadly firmer, and the Kiwi outperforms.Looking ahead, highlights include German Balance of Trade, Exports, Imports (Apr), Mexican Inflation (May), US ADP Weekly Change, Exports/Imports, Atlanta Fed GDP, Existing Home Sales (May), Wholesale Inventories (Apr), Canadian Exports/Imports (Apr), EIA STEO (Jun), Comments from ECB President Lagarde, Supply from Netherlands, Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

This week's podcast is about Tencent's revamped approach to AI and agents.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is the McKinsey & Co article on arenas.Here is what Tencent has been doing in AI and agentic products. Tencent Rebuilt Its Model Building InfrastructureTencent Kicked Things Off with the Hunyuan Hy3 PreviewAdditional Models Are Being Developed. I'm Pretty Excited about the World Models.Tencent is Accelerating the Release of New and Upgraded AI Products. And Agents (i.e., Lobsters) Are the Current Focus.Here is my explanation:Pillar 1: Anchor Your AI Agent Strategy on High Value, Scalable Use CasesPillar 2: Balance Aggressive Market Share Growth with Incremental Revenue CapturePillar 3: Prepare for Large, Ongoing Investments and Escalating Industry Competition as the Cost of Dominating this New Economic Arena---------I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.Or read my Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show