Podcasts about Tencent

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/

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

Auch diese Woche begrüßen wir euch unter dem Motto „3 Mikrofone, 3 Meinungen“ zu den folgenden Themen in dieser Ausgabe:
 ► Ist die „sichere“ Rallye jetzt am Ende?
 ► Sind diese Branchen die neuen Gewinner?
 ► Die meistgehasste Aktie Deutschlands?
 ► Hörerfrage von Dirk: Alibaba – Jetzt kaufenswert?
 ► Strategy: Kommt alles anders als gedacht?
 ► Geiz ist geil: So investieren die Deutschen!
 ► Achtung: Nächste Woche wird wichtig!
 ► Hier die brandneue BuyTheDip PLUS App herunterladen: https://www.buy-the-dip.de
 Sichere dir diese Vorteile:
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 Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen dürfen wir keine individuelle Einzelberatung geben. Unsere geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren.
 Die verwendete Musik wurde unter AudioJungle - Royalty Free Music & Audio lizensiert. Urheber: original_soundtrack.
 Offenlegung wegen möglicher Interessenkonflikte: Die Autoren sind in den folgenden besprochenen Wertpapieren bzw. Basiswerten zum Zeitpunkt der Veröffentlichung investiert: iShares MSCI China Tech UCITS ETF USD (Acc), iShares Nasdaq US Biotechnology UCITS ETF, Bitcoin, Tencent, JD.com

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)

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.

Wo liegen bei Künstlicher Intelligenz echten Chancen und wo lauern Risiken - auch für Anleger? Eine Einschätzung dazu gibt es von Florian Söllner, leitender Redakteur bei DER AKTIONÄR und Autor des Hot Stock Reports. Hinweis auf Interessenkonflikte: Der Vorstand und Mehrheitsinhaber der Herausgeberin Börsenmedien AG, Herr Bernd Förtsch, ist unmittelbar und mittelbar Positionen über die in der Publikation angesprochenen nachfolgenden Finanzinstrumente oder hierauf bezogene Derivate eingegangen, die von der durch die Publikation etwaig resultierenden Kursentwicklung profitieren können: Nvidia, Palantir, SpaceX, XPeng Der Interviewgast Florian Söllner hält unmittelbar Positionen über die in der Publikation angesprochenen nachfolgenden Finanzinstrumente oder hierauf bezogene Derivate, die von der durch die Publikation etwaig resultierenden Kursentwicklung profitieren können: Baidu Hinweis: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlageempfehlungen dar. Die Moderatoren oder der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen.

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

Sau khi « mượn » đô la trong tay các quỹ đầu tư Mỹ làm bệ phóng cho các công ty khởi nghiệp để phát triển công nghệ, Trung Quốc « qua cầu rút ván », áp dụng chính sách bảo hộ để kiểm soát những lĩnh vực mũi nhọn chiến lược. Bắc Kinh không chỉ giỏi đánh cắp bí quyết công nghiệp và công nghệ của Hoa Kỳ mà còn sao chép cả những công cụ pháp lý của Washington để giành lấy thế thượng phong.  Vụ Bắc Kinh hủy thương vụ của đại tập đoàn công nghệ Mỹ Meta mua lại Manus, một công ty khởi nghiệp rất có triển vọng trong công nghệ trí tuệ nhân tạo của Trung Quốc là trường hợp tiêu biểu, để lộ rõ những nước cờ của Trung Quốc.  RFI Việt ngữ mời chuyên gia về luật tài chính, nhà nghiên cứu về Trung Quốc Isabelle Feng, phó chủ tịch trung tâm nghiên cứu Á Châu Asia Centre, Paris, phân tích về chiến lược phát triển công nghệ cao của Bắc Kinh, về những tính toán của Trung Quốc trong cuộc tranh hùng với Mỹ trên mặt trận high tech và trí tuệ nhân tạo.   Một tháng sau khi công bố những biện pháp giới hạn đầu tư của các doanh nghiệp Trung Quốc ở hải ngoại, Bắc Kinh kể từ ngày 01/07/2026 có quyền hủy một chương trình hợp tác giữa một nhà đầu tư nước ngoài với một công ty Trung Quốc, nếu như dự án đó bị coi là « nhạy cảm » và « đe doạ đến an ninh quốc gia ». Giống như Hoa Kỳ, Trung Quốc cũng viện lý do « an ninh quốc gia » để siết chặt kiểm soát các dự án đầu tư ra nước ngoài, đặc biệt là trong các lĩnh vực trí tuệ nhân tạo (AI), công nghệ bán dẫn hay những công nghệ xanh. Luật chơi mới cho phép các giới chức Trung Quốc « kiểm soát lưu lượng vốn và cả các nguồn lực lao động ». Hai tháng trước khi quy định mới của Trung Quốc giới hạn đầu tư ra nước ngoài có hiệu lực, Meta và Manus đã là những nạn nhân đầu tiên của chính sách này. Cuối tháng Tư vừa qua, vài tuần trước khi tổng thống Hoa Kỳ Donald Trump đến Bắc Kinh và vào lúc thế giới tập trung vào chiến tranh Trung Đông, vào eo biển Hormuz bị Iran phong tỏa, vào nguy cơ nổ ra một cuộc khủng hoảng dầu hỏa và năng tượng toàn cầu, thì tại Bắc Kinh, cơ quan chức năng đã hủy một thương vụ vốn đã hoàn tất gần nửa năm trước đó giữa tập đoàn công nghệ Meta của Hoa Kỳ và Manus đang hoạt động tại Singapore. Một công ty khởi nghiệp và « gã khổng lồ » Meta Manus hiện được coi là con chim đầu đàn về trí tuệ thông minh, trụ sở ban đầu đặt tại Vũ Hán. Nhưng để có thể thu hút đầu tư của Mỹ và cũng là để lách luật COINS Act 2025 của Hoa Kỳ ( Luật cho phép Hoa Kỳ kiểm soát các khoản đầu tư của doanh nghiệp và nhà đầu tư Mỹ ra nước ngoài, đặc biệt là vào các lĩnh vực công nghệ nhạy cảm ở các « quốc gia đáng quan ngại » như Trung Quốc), hai sáng lập viên đã ngừng hoạt động tại Hoa Lục, sang Singapore hành nghề, dưới danh nghĩa là một công ty khởi nghiệp Singapore. Điều đó không cấm cản các sáng lập viên của Manus bị triệu tập về Trung Quốc và bị cấm rời khỏi Hoa Lục, trong khi đợi « kết quả điều tra ». Bắc Kinh đang điều tra xem việc Manus bị đại tập đoàn công nghệ Mỹ Meta mua lại có là một mối đe dọa đối với an ninh quốc gia hay không. Vì sao quyết định hủy thương vụ Manus bán cho Meta lại là một trường hợp tiêu biểu cho cuộc chiến Mỹ- Trung và đâu là những bài học có thể rút ra từ vụ này về chính sách đầu tư của Bắc Kinh, về cung cách hoạt động của Trung Quốc về tiến trình khởi nghiệp và cất cánh của các công ty Trung Quốc trong lĩnh vực công nghệ ? Trung Quốc mượn vốn của Mỹ để phát triển RFI : Thân chào Isabelle Feng, báo chí Mỹ như Wall Street Journal hay Bloomberg, New York Times đã chú ý nhiều đến cuộc « liên hôn » ngắn ngủi giữa Meta, công ty mẹ của những Facebook, Whatsapp, Intagram với Manus, một công ty khởi nghiệp ban đầu là từ Vũ Hán. Manus phát triển AI thế hệ mới, với những chức năng như là dùng AI để mua vé xe lửa hay tìm nhà cho thuê … Meta đã chi ra 2 tỷ đô la để thâu tóm Manus. Thủ tục sáp nhập này đã hoàn tất vào cuối năm 2025 và đôi bên đã chính thức hợp tác với nhau từ đó đến nay. Cho dù Manus đang hoạt động với danh nghĩa một công ty Singapore, Trung Quốc vẫn có thẩm quyền hủy giao dịch giữa Meta và Manus. Chúng ta có thể thấy gì từ trường hợp này ?   Isabelle Feng : « Nghiên cứu từ nhiều năm nay về trường hợp của Meta và Manus, tôi có những nhận xét như sau : Manus cũng như rất nhiều các hãng công nghệ khác của Trung Quốc khởi nghiệp nhờ vốn đầu tư của tư nhân bởi vì họ không được nhà nước tài trợ, không được các ngân hàng nhà nước giúp đỡ. Vốn của tư nhân ở đây chủ yếu là vốn từ các tổ hợp đầu tư liên doanh. Cho đến năm 2020, phần lớn những tổ hợp liên doanh này có vốn của Mỹ. Trong trường hợp của tập đoàn ô tô điện Trung Quốc BYD chẳng hạn, ban đầu họ đã phát triển nhờ vốn của một quỹ mang tên là Wang Chuanfu  nhưng đến năm 2008 thì bắt đầu mở cửa cho các nhà đầu tư nước ngoài dưới dạng một joint venture. Tương tự như vậy, từ Tencent, Alibaba đến ByteDance… cũng đã khởi nghiệp với vốn của các quỹ đầu tư ngoại quốc, trong đó có vốn của các nhà đầu tư Mỹ. Nhưng đến khi những công ty khởi nghiệp đó thành công, các cổ đông bán lại cổ phần để thu lại vốn. Khi đó đến lượt các ngân hàng của nhà nước Trung Quốc can thiệp. Alibaba năm 2014 tham gia sàn chứng khoán Hoa Kỳ, nhưng kỳ thực thì ngay cả ông khổng lồ này cũng do nhà nước Trung Quốc kiểm soát ». RFI : Nói cách khác, công nghệ của Trung Quốc cất cánh một phần cũng nhờ các quỹ đầu tư của Hoa Kỳ. Bản chất các nhà đầu tư là bỏ vốn vào những thị trường, những lĩnh vực dễ sinh lời, có mức lãi cao và chóng thu hồi vốn. Riêng Manus thì đã được thành lập trong bối cảnh mà Mỹ và Trung Quốc đã lao vào một cuộc chiến thương mại, và nhất là công nghệ. Isabelle Feng : « Manus là một ca rất thú vị : Được 2 kỹ sư sáng lập năm 2022, trụ sở tại Vũ Hán. Đó cũng là thời điểm quan hệ Mỹ và Trung Quốc đã xấu đi. Cho nên Manus chỉ có thể trông cậy vào vốn đầu tư của tư nhân Trung Quốc. Nhưng rồi để nhanh chóng phát triển, Manus cần vốn của cả các tổ hợp liên doanh tức là phải có vốn của nước ngoài -trong lĩnh vực AI, mỗi dự án đầu tư cần cả tỷ đô la. Chúng ta biết nguồn vốn mạnh nhất là từ Mỹ. Washington nhân danh an ninh quốc gia đã cấm các nhà đầu tư Hoa Kỳ bỏ vốn vào những lĩnh vực nhạy cảm của Trung Quốc. Để lách điều khoản này, Manus trong một sớm một chiều đã đóng cửa cơ sở tại Vũ Hán để đăng ký hoạt động tại Singapore. Với danh nghĩa là một công ty khởi nghiệp của Singapore, Manus đã thu hút chú ý của các quỹ đầu tư – trong đó có Benchmark Capital. Qua Benchmark, Manus đã được Meta chú ý ». Sự "bất an" trong các công cụ pháp lý của Trung Quốc RFI : Phải chăng một trong những lý do khiến Manus bị Bắc Kinh chú ý đến là do công ty khởi nghiệp này đang nổi lên như diều gặp gió với công nghê AI thế hệ mới ? Trường hợp của Manus đã gây bất ngờ tương tự như hiệu ứng DeepSeek. Tháng 1/2026, một công ty còn ít được biết đến cho ra đời « phiên bản Trung Quốc của ChatGPT », được cho là « thông minh hơn » « gọn nhẹ hơn » « rẻ hơn » và « hiệu quả hơn » những công cụ của Mỹ. Chính vì thế mà Bắc Kinh muốn tránh để một công ty quý giá như Manus vào tay Hoa Kỳ Isabelle Feng : « Qua việc Bắc Kinh hủy thương vụ liên quan đến Meta và Manus, chúng ta có thể đưa ra những nhận xét như sau : Một là Trung Quốc muốn khẳng định các doanh nghiệp, các kỹ sư Trung Quốc bất luận hoạt động ở nơi nào đều vẫn thuộc quyền kiểm soát của chính quyền Trung Quốc. Nghịch lý ở đây là Trung Quốc đang rất cần thu hút vốn đầu tư trực tiếp nước ngoài, nhưng khi hủy hợp đồng của tập đoàn Mỹ Meta mua lại Manus rõ ràng là họ đang khẳng định chỉ có Bắc Kinh mới làm chủ cuộc chơi. Điểm thứ nhì cần lưu ý : Hủy một quyết định, một hợp đồng đã có hiệu lực từ sáu tháng trước nhắm vào một tập đoàn Trung Quốc hoạt động ở Singapore, đây là lần đầu tiên Bắc Kinh áp dụng một cách triệt để nguyên tắc ngoài lãnh thổ, trong lúc không có bất kỳ một lý do nào cho thấy thương vụ giữa Manus và Meta vi phạm luật pháp của Trung Quốc.Điều đó càng để lộ rõ cái mà chúng ta có thể gọi là khía cạnh ‘bất an' trong các công cụ pháp lý của Trung Quốc đối với các doanh nghiệp nước ngoài. Bài học thứ ba có thể rút ra từ trường hợp của Meta và Manus là cuộc chạy đua phát triển trí tuệ nhân tạo đòi hỏi rất nhiều đầu tư – mỗi dự án có thể cần đến cả tỷ đô la và để thu hút đầu tư và phát triển AI, Hoa Kỳ trông cậy từ 80 đến 90 % vào đầu tư tư nhân. Tại Trung Quốc, đầu tư của nhà nước chiếm hơn 50 %. Nửa còn lại là vốn của tư nhân, của các quỹ tài chính liên doanh. Câu hỏi còn lại là sau vụ của Manus, là một nhà đầu tư ngoại quốc còn mấy ai dám bỏ vốn  vào AI Trung Quốc ? ». RFI : Nói như vậy nạn nhân đầu tiên từ những quy định hạn chế đầu tư của Trung Quốc ra nước ngoài chính là các công ty khởi nghiệp Trung Quốc, bởi vì như vừa nói  công nghệ mới của Trung Quốc đã phát triển nhờ vào các quỹ đầu tư của Hoa Kỳ. Ngoài ra vào lúc mà cuộc đọ sức giữa hai siêu cường kinh tế thế giới gia tăng cường độ, Bắc Kinh càng lúc càng chứng tỏ khả năng đáp trả đích đáng Hoa Kỳ khi cần, điển hình là thông báo hôm 22/06/2026 đưa một loạt doanh nghiệp Mỹ vào danh sách trừng phạt. Biện pháp này nhằm trả đũa Lầu Năm Góc hơn một chục ngày trước đó đã đưa nhiều tập đoàn lớn của Trung Quốc vào danh sách với lý do «nghi ngờ » các thực thể này hợp tác với quan đội Trung Quốc. Thưa Isabelle Feng ,bà đánh giá thế nào về quyết định này từ phía Bắc Kinh ? Isabelle Feng : « Mỗi lần Mỹ ban hành lệnh trừng phạt các công ty Trung Quốc, lập tức Bắc Kinh phản công. Nếu nhìn kỹ vào danh sách của đôi bên lần này, chúng ta thấy có một sự bất tương xứng. Mỹ nhắm vào những tên tuổi như Alibaba hay BYD... Những công ty này hoàn toàn không nằm trong lĩnh vực nhạy cảm : Alibaba là một nhà phân phối hàng trên mạng, còn hãng xe BYD hoạt động khắp châu Âu. Trái lại, phía Trung Quốc nhắm những Loockheed Martin, Raytheon …, những tên tuổi lớn trong các lĩnh vực công nghiệp quốc phòng và hàng không quân sự mà rất ít người Trung Quốc biết đến. Cũng vì tính chất nhạy cảm trong các hoạt động của hãng Mỹ liên quan, cho nên về thực chất, họ rất ít giao dịch với Trung Quốc. Nếu như Bắc Kinh thật sự muốn đáp trả Washington một cách tương xứng thì họ đã nhắm tới những tập Apple hay Microsoft : Đó là những nhãn hiệu đã bắt rễ sâu vào Trung Quốc và Trung Quốc là thị trường lớn của hai thương hiệu này ». RFI : Xin thành thật cảm ơn bà Isabelle Feng, phó chủ tịch trung tâm nghiên cứu về châu Á Asia Centre Paris.

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.

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.

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.

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!

¡Ración semanal de tu podcast favorito! Con la participación de: ✔️ Juan Tejerina · @jtvillamuera ✔️ Juan Pedro Prat · @JuanpePrat_ ✔️ Ramiro Díez · @Ramisfactions ✔️ Javier Bello · @Javi_B_C ✔️ Dan Puerta al Sótano · @dan_chaos ✔️ YugitaChan · @YugitaChanE Intro musical de GTM Restart creada por Pitypob · @pitypob2 ✌ Cuña publicitaria cortesía de Rafael de Azcárraga · @AzcarragaDe ⚙️ Edición y Montaje: Javier Bello · @Javi_B_C GTM LINKTREE: https://linktr.ee/gtmediciones ‼️Consigue nuestros libros‼️ · Sombras de Raccoon City https://www.gtm-store.com/product/libro-resident-evil-sombras-raccoon-city-limitada-numerada/ · El Arte de Clair Obscur: Expedition 33 https://www.gtm-store.com/product/libro-arte-clair-obscur-expedition-33-artbook-coleccionista-alicia/ · Almas Oscuras: Berserk contra Dark Souls https://www.gtm-store.com/product/libro-almas-oscuras-berserk-dark-souls-estandar/ · Generación PKMN https://www.gtm-store.com/product/libro-generacion-pkmn-ampliado-hierba-alta/ · El Libro Hueco: Las páginas oscuras del vacío https://www.gtm-store.com/product/el-libro-hueco-las-paginas-oscuras-del-vacio/ Canal de Yugita-chan: https://www.youtube.com/@YugitaChan Canal de Dan: https://www.youtube.com/@Dan-PuertaAlSotano Music promoted by No Copyright: https://bit.ly/33JkJQc Video provided by: warmlightmusic: https://www.youtube.com/@warmlightmusic9137 ================ ACTUALIDAD - Poco ha durado la alegría e ilusión de los pasados eventos de videojuegos ya que el panorama se ha vuelto a ensombrecer y mucho. Parece ser que Xbox llevaría cabo un importante número de despidos y cierres de estudios. PlayStation por su parte también despediría personal en Bungie de manera muy significativa, en Dont Nod pierden a Tencent y ahora peligran... - ¿Preferimos juegos en Key Card más baratos o completos pero más caros? - Una de las posibles consecuencias de los últimos éxitos de Capcom podrían estar basados en un cambio en la manera de llevar sus proyectos según su presidente. - ¿Botones que se endurecen y que pueden atrapar tus dedos? La nueva patente de Sony. IMPRESIONES - Ya hemos podido jugar a The Adventures of Elliot: The Millenium Tales, lo último del Team Asano bajo el ala de Square-Enix. Tanto Dan cómo Juan han podido jugar al título y os cuentan qué les está pareciendo esta aventura con saborcito retro. RECTA FINAL - Como siempre, cerraremos hablando de los juegos que nos han ocupado esta semana junto con la ración de caspa habitual que tanto os gusta de postre. ================ 0:00 CUÑA PUBLICITARIA 0:54 INTRO 10:38 XBOX SACA EL HACHA 42:06 KEY CARDS 56:45 CAPCOM SIGUE GANANDO 1:06:47 BOTONES Y PATENTES 1:16:28 THE ADVENTURES OF ELLIOT 1:33:32 RECTA FINAL Y GRUMO #xbox #sony #theadventuresofelliot #despidos ================ GTM (Games Tribune Magazine) 2026 @GamesTribune www.gamestribune.com

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.

Bloomberg reported that Tencent-backed Enflame Technology is preparing an IPO, joining a wave of Chinese AI chip designers seeking public capital. The move follows tightened US export controls in October 2023 and October 2024 that restricted Nvidia's higher end accelerators to China. Chinese cloud providers, including those run by Tencent, Alibaba, and Baidu, have tested domestic options such as Huawei's Ascend line to diversify supply. An IPO would provide Enflame with capital for product roadmaps, software development, and partnerships. For global founders, the development adds pricing pressure, increases hardware diversity, and heightens the need for portability planning and compliance monitoring.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

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

Can China’s semiconductor champions, battery makers and AI infrastructure firms outshine the internet giants that defined the last decade? Hosted by Michelle Martin with guest Hazelle Soon, co-founder and Chief Trainer of The Joyful Investors. China’s technology story is evolving far beyond familiar names like Alibaba and Tencent. We explore the rise of "hard tech" leaders including SMIC and CATL, and how they differ from platform giants such as Meituan, JD.com and Xiaomi. What can the CSI STAR & ChiNext 50 Index and Hang Seng TECH Index tell us about the future of Chinese innovation? We examine the intensifying AI race between China and the US, Nvidia’s renewed access to China, and where each country holds key advantages. Plus, how investors can use ETFs and portfolio allocation strategies to gain exposure to one of the world's most dynamic technology ecosystems.See omnystudio.com/listener for privacy information.

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

In today's MadTech Daily, we cover UK ad exports reaching £19.4bn, Tencent readying an AI agent for China's most-used app, and Anthropic making its public market debut amid the AI surge. 

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videos Berkshire steigt bei Alphabets 80 Mrd. $ Kapitalerhöhung ein. Short-Squeeze bei Victoria's Secret. Marvell steigt 20% nach Huang-Lob. Tencent startet KI-Agent in WeChat. Abivax verliert 50% wegen Krebsverdacht. Fulcrum auch, aber wegen schwacher Daten. Aktivist bei Northern Star. ST Microelectronics hebt Prognose. Quantinuum geht für bis zu 14 Mrd. $ an die Börse. Noch spannender: Großaktionär Honeywell (WKN: 870153) spaltet sich auf. Am 29. Juni kommt Honeywell Aerospace als eigene Firma. Was bleibt, ist ein Automatisierungs-Riese mit 20 Mrd. $ Umsatz. AutoZone (WKN: 881531) ist der Großmeister der Kapitalallokation. 40 Mrd. $ in Rückkäufen seit 1998, 3.300% Kursplus in 20 Jahren. Jetzt ist das KGV wieder beim 10-Jahres-Schnitt. Aber wie lange hält das Modell bei E-Autos? Diesen Podcast vom 03.06.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Simon Brown unpacks a US personal savings rate of just 2.6% — one of the lowest on record — and why it matters more as a fragility gauge than a crash signal. He covers the collapsed Iran deal and its effect on oil and South African fuel prices, the SARB's prime rate hike to 10.5% and why he thinks the MPC has it wrong, and the near-10% surge in Naspers and Prosus on news that WeChat is putting AI at the centre of its app. Plus SPAR's brutal trading update, the year-to-date scoreboard with South Korea up 123%, Afrimat's Nersa win, Dell's near four-bagger, and why Simon keeps buying Clicks at two-year lows. Topics: US savings rate, Iran and oil, SARB rates, Naspers, Prosus, Tencent, SPAR, food retail, South Korea, Dell, Clicks. WorldWideMarkets is part of JustOneLap.com.

Most global businesses enter Asia with a playbook built elsewhere. The pricing models, growth assumptions, labour structures, and definitions of value that worked in North America or Europe get applied to markets that operate by fundamentally different rules. The result, as Eric Stryson has observed across nearly two decades of on-the-ground leadership work in Asia, is failure - not dramatic failure, but the slow erosion of credibility that comes from never truly understanding where you are.Eric Stryson is Managing Director at The Global Institute For Tomorrow (GIFT), an independent pan-Asian think tank with offices in Hong Kong and Kuala Lumpur. He has designed and facilitated more than 60 experiential leadership programmes across fifteen countries in Asia and the Middle East, working with over 3,000 executives from organisations including HSBC, Petronas, Marriott, MasterCard, and Standard Chartered. His public sector clients include the Hong Kong SAR Government, the Dubai Government, and the Central Bank of Malaysia.In this episode, Eric argues that much of what organisations believe they know about Asia is filtered through AI systems, research, and analysis shaped by Western institutions and historical precedents. Even conventional online research surfaces insights produced predominantly by incumbent Western policy and academic bodies, reinforcing a narrow and often distorted lens. Challenging these assumptions, he contends, requires moving beyond second-hand analysis and grounding decision-making in on-the-ground observation and lived experience.From renegotiating what 'value' means to understanding why Western growth models break down in Asia's diverse political and social contexts, Eric offers a rare perspective on what it actually takes to operate credibly in a post-Western, Asia-led growth environment. Discussion Points·       Why Western-filtered research and AI-generated analysis fail businesses trying to understand Asian markets·       Concrete examples of Western business models and assumptions breaking down on the ground in Asia·       How Asian markets define value differently - and why pricing strategies built elsewhere so often misfire·       Why 'scale fast, dominate markets' growth assumptions need renegotiating in Asia's diverse contexts·       What nearly 20 years of field project work in Asia reveals that research reports and case studies don't·       How consumption patterns and labour structures in Asia require businesses to rethink core operating models·       What 'post-Western world' means in practice for businesses operating in China, Southeast Asia, and the Middle East·       How to use AI tools responsibly when the training data reflects predominantly Western institutional perspectives·       Why Hong Kong businesses face an urgent reinvention moment - and what that looks like in practice·       The single most important thing Western businesses should do differently before entering or scaling in Asian marketsGuest BioEric Stryson is Managing Director at The Global Institute For Tomorrow (GIFT), an independent pan-Asian think tank with offices in Hong Kong and Kuala Lumpur. He has designed and facilitated more than 60 experiential leadership programmes across fifteen countries in Asia and the Middle East, working with over 3,000 executives from C-suite to high-potential talent. His corporate clients include AIA, BASF, CITIC, DBS, FedEx, HSBC, Marriott, MasterCard, Panasonic, Petronas, Prudential, and Standard Chartered. His public sector clients include the Hong Kong SAR Government, the Dubai Government, the Central Bank of Malaysia, and various provincial and county governments in mainland China. Eric's articles have appeared in the South China Morning Post, Financial Times, China Daily, and The Straits Times, and he has been interviewed by CNBC. Links & Resources·       GIFT website: www.global-inst.com·       Eric Stryson profile: global-inst.com/team/eric-stryson·       SCMP: Reinvention must start now if Hong Kong businesses are to survive change·       FT Letter: A Bric in a de-dollarised wall or a new architecture?·       Digital Transformation Documentary: Eric Stryson on technology causing problems

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über den geheimen Börsenprospekt von Anthropic, die irre Aufholjagd der Softwareaktien und einen ETF, der besser als der MSCI World sein will. Außerdem geht es um Meta, Tesla, Amazon, Alphabet, HubSpot, Asana, Datadog, Salesforce, ServiceNow, SAP, Nemetschek, Atoss, TeamViewer, Nvidia, Arm, Intel, AMD, Fluence Energy, Siemens, nVent, Micron Technology, Hewlett Packard Enterprise, Lenovo, Dell, Strategy, Berkshire Hathaway, Deutsche Post, Merck, Münchener Rück, Rheinmetall, Rocket Lab, AST SpaceMobile, Microsoft, Goldman Sachs, Apple, Broadcom, TSMC, Tencent, Alibaba, Amundi FTSE All World GDP-Weighted (WKN: ETF345). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Alphabet gaat voor 80 miljard dollar aan nieuwe aandelen uitgeven. Bijzonder, want het is voor het eerst in 20 jaar dat het moederbedrijf van Google dat doet. Met die miljarden wil Alphabet gaan werken aan zijn AI-plannen. Een koper van die aandelen hebben ze al binnen: Berkshire Hathaway. Dat koopt voor 10 miljard dollar in. Deze aflevering hebben we veel te bespreken. We hebben het over die nieuwe aandelen. Wie gaan die kopen? Helemaal nu ook SpaceX, Anthropic, Open AI vechten om de aandacht van beleggers. En wat te denken van die investering van het bedrijf van Warren Buffett: helpt ze dat de toekomst in? Verder hoor je meer over de Europese Chips Act. Het tweede deel. We kijken wat dat gaat betekenen voor je Besi- en ASML-aandelen. En we hebben het over Hewlett Packard Enterprise. Dit oudje doet hetzelfde als Dell: stunten met de kwartaalcijfers! Ook hoor je meer over: De inflatie in Nederland: 3,5% in mei AI-agent van Tencent trekt Prosus omhoog Gezelligheid op de AvA van OCI Victoria's Secret knalt omhoog - wat is hun geheim? Te gast: Han Dieperink, Chief Investment Officer bij Auréus 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. 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.

Chinese tech giant Tencent has integrated its extensive payment network with PayPal, enabling US visitors to pay like locals in China via QR codes.

SpaceX filed its public S-1 with the SEC, revealing 2025 revenue of $18.7 billion — up 33% year over year — anchored by Starlink's $11.4 billion connectivity segment. The Goldman-led syndicate is targeting a $1.75 to $2 trillion valuation, more than double the December 2025 tender offer mark, with a Nasdaq debut under SPCX as early as June. If it prices at range, it will be the largest IPO in history.Cerebras just had one of the biggest tech IPO debuts in years. The AI chip company listed at $185, opened at $350, and closed up 68% at $311 — giving it a roughly $95 billion valuation and making it the largest U.S. tech IPO since Uber. The AI hardware window is officially open, and the market is now treating non-NVIDIA AI infrastructure as a real public-market category.Cisco shocked the market with a major AI infrastructure guide. Revenue hit $15.84 billion, AI infrastructure orders were lifted from $5 billion to $9 billion for fiscal 2026, and the stock jumped 15%. The same day, Cisco cut 4,000 jobs to fund the pivot. The AI capex boom is no longer just NVIDIA — it is spreading into networking, optics, security, and the second layer of the infrastructure stack.The Trump-Xi Beijing summit ended without a formal AI deal. The U.S. cleared major Chinese companies including Alibaba, Tencent, ByteDance, JD, and Lenovo to buy up to 75,000 NVIDIA H200 chips each, but Beijing paused the orders almost immediately. AI infrastructure is no longer just a company-level decision — it is now a geopolitical bargaining chip.Google disclosed the first confirmed AI-built zero-day exploit used in the wild. The attack targeted a two-factor authentication flow in a widely used open-source system administration tool, and Google says the planned mass exploitation event was stopped before it scaled. The cybersecurity impact of AI is no longer theoretical — AI is now accelerating both offense and defense.Inflation came in hot again. April CPI rose 0.6% month over month, the Fed held rates at 3.50-3.75%, and markets are now pricing a higher chance of a rate hike than a cut. And yet the S&P 500 still closed above 7,500, while the Nasdaq and Dow also hit major levels. The AI trade is overpowering the macro signal — for now.Runner-up: Anthropic and the Gates Foundation signed a $200 million four-year partnership directing grants, Claude credits, and engineering support toward global health, K-12 tutoring, and smallholder-farm agronomy. The deal lands the same week Anthropic absorbed Colossus 1 and signed Google for $200 billion in TPUs. The model lab is becoming an infrastructure-scale institution.Runner-up: VoltaGrid raised $1 billion from Blackstone and Halliburton at a $10 billion-plus valuation to build behind-the-meter power systems for AI data centers. Power, not just chips, is becoming one of the biggest constraints in the AI boom.Runner-up: Amazon is reportedly preparing another 14,000 corporate layoffs, which would bring 2026 reductions to roughly 30,000 jobs if confirmed. The AI labor reduction cycle is widening across Big Tech.Runner-up: A former Google engineer was convicted of stealing TPU trade secrets after transferring more than 500 confidential files tied to Google's AI chip architecture and software stack. It is one of the clearest legal templates yet for AI-era intellectual property enforcement.If you want a prize, send us a DM:instagram.com/rickerandbontiktok.com/@rickerandbonyoutube.com/@rickerandbon

Cerebras just had one of the biggest tech IPO debuts in years. The AI chip company listed at $185, opened at $350, and closed up 68% at $311 — giving it a roughly $95 billion valuation and making it the largest U.S. tech IPO since Uber. The AI hardware window is officially open, and the market is now treating non-NVIDIA AI infrastructure as a real public-market category. Anthropic is now sitting at the center of the AI compute economy. After locking in massive infrastructure deals with Google, AWS, and SpaceX-linked compute, the company is also expanding Claude access, rate limits, and deployment through partnerships like its new $200 million Gates Foundation deal across global health, education, and agriculture. The model lab is no longer just competing on chatbot quality — it is becoming an infrastructure-scale AI institution. Cisco shocked the market with a major AI infrastructure guide. Revenue hit $15.84 billion, AI infrastructure orders were lifted from $5 billion to $9 billion for fiscal 2026, and the stock jumped 15%. The same day, Cisco cut 4,000 jobs to fund the pivot. The AI capex boom is no longer just NVIDIA — it is spreading into networking, optics, security, and the second layer of the infrastructure stack. The Trump-Xi Beijing summit ended without a formal AI deal. The U.S. cleared major Chinese companies including Alibaba, Tencent, ByteDance, JD, and Lenovo to buy up to 75,000 NVIDIA H200 chips each, but Beijing paused the orders almost immediately. AI infrastructure is no longer just a company-level decision — it is now a geopolitical bargaining chip. Google disclosed the first confirmed AI-built zero-day exploit used in the wild. The attack targeted a two-factor authentication flow in a widely used open-source system administration tool, and Google says the planned mass exploitation event was stopped before it scaled. The cybersecurity impact of AI is no longer theoretical — AI is now accelerating both offense and defense. Inflation came in hot again. April CPI rose 0.6% month over month, the Fed held rates at 3.50%–3.75%, and markets are now pricing a higher chance of a rate hike than a cut. And yet the S&P 500 still closed above 7,500, while the Nasdaq and Dow also hit major levels. The AI trade is overpowering the macro signal — for now. Runner-up: VoltaGrid raised $1 billion from Blackstone and Halliburton at a $10 billion-plus valuation to build behind-the-meter power systems for AI data centers. Power, not just chips, is becoming one of the biggest constraints in the AI boom. Runner-up: Amazon is reportedly preparing another 14,000 corporate layoffs, which would bring 2026 reductions to roughly 30,000 jobs if confirmed. The AI labor reduction cycle is widening across Big Tech. Runner-up: A former Google engineer was convicted of stealing TPU trade secrets after transferring more than 500 confidential files tied to Google's AI chip architecture and software stack. It is one of the clearest legal templates yet for AI-era intellectual property enforcement. Ricker and Bon #431If you want a prize, send us a DM: http://instagram.com/rickerandbonhttps://www.tiktok.com/@rickerandbonhttps://www.youtube.com/@rickerandbon

We are raiding the Guardian long read archives to bring you some classic pieces from years past, with new introductions from the authors. This week, from 2021: China's video game market is the world's biggest. International developers want in on it – but its rules on what is acceptable are growing increasingly harsh. Is it worth the compromise? By Oliver Holmes. Read by Jordan Erica Webber. Help support our independent journalism at theguardian.com/longreadpod