Podcasts about Tencent

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

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

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.

Viele Unternehmen verlassen oberflächlich den chinesischen Markt – doch der Schein trügt. Bei vielen großen globalen Marken ist es kein Rückzug, sondern ein strategischer Neuanfang. Wo genau dies passiert und warum das für China-Beobachter und -Investoren interessant ist, erfährst du in dieser Episode.
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 Zum Zeitpunkt der Erstellung dieses Beitrags war der Autor, Eric Nebe, in folgenden der besprochenen Finanzinstrumente selbst investiert: Starbucks, Tencent, Costco. Geplante Änderungen: Keine. Weitere Informationen entnehmen Sie bitte unserem Transparenzhinweis zum Umgang mit Interessenskonflikten: Sie bitte unserem Transparenzhinweis zum Umgang mit Interessenskonflikten: https://www.china2invest.de/transparenz-und-rechtshinweise

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.

🎙️ Rejugando 309 – La sangría de Xbox, despidos, cierres y crisis en la industria Nuevo episodio de Rejugando con Raffa Valencia, Anya Silva, Vatman, Graffic y Mike para analizar uno de los momentos más delicados que ha vivido Microsoft con su división Xbox. Un programa cargado de análisis, preocupación y debate sobre despidos, cierres, Game Pass, la pérdida de confianza y la situación general de la industria. En este Rejugando 309 ponemos el foco en el terremoto que sacude a Xbox tras semanas de rumores, filtraciones y movimientos internos que dibujan un escenario preocupante para la marca. El debate gira alrededor de decisiones estratégicas, despidos y el modelo de negocio que ha marcado a la marca verde durante años. 🔥 Temas principales del episodio ⚠️ Crisis interna en Xbox La gran bomba del programa: rumores de cierres y recortes en estudios first party de Xbox. Se habla largo y tendido del posible futuro de estudios como Ninja Theory, responsables de Senua's Saga: Hellblade II, y de la incertidumbre que rodea a otros equipos como Double Fine Productions o Compulsion Games. El programa profundiza en cómo esto afecta a la credibilidad de Xbox. 🎮 El modelo Game Pass bajo la lupa ¿Es sostenible Xbox Game Pass? Uno de los grandes debates del episodio. Se analiza cómo el servicio ha cambiado el consumo de videojuegos y si realmente está perjudicando la venta tradicional de juegos y hardware. 💥 El caso Ninja Theory y Senua Se discute el shock que generó la presentación de un nuevo proyecto de Senua pocos días antes de que comenzaran a sonar con fuerza rumores de cierre o reestructuración del estudio. El problema no es solo Xbox. El programa pone contexto: más de 300.000 empleos afectados en la industria en los últimos años, inversiones fallidas, exceso de proyectos como servicio y una burbuja post-pandemia que sigue explotando. También se aborda la situación de Bungie y el estado crítico de Marathon. El debate gira sobre si la compra de Bungie por Sony Interactive Entertainment fue realmente una buena operación. El equipo comenta las novedades de Unreal Engine y lo que puede significar para la próxima generación de consolas. Se repasa también la nueva versión de Final Fantasy Tactics, polémicas con idiomas, y varios movimientos de compañías como Ubisoft, NetEase y Tencent. Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

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.

I episode 135 får vi igjen besøk av porteføljeforvalter Ole André Hagen fra FIRST Fondene. Ole André forvalter FIRST Impact og FIRST Global Focus. Med over 20 års erfaring fra kapitalmarkedet har han en solid bakgrunn med ekspertise innen teknologi, olje og gass. Han har tidligere hatt roller hos ABG Sundal Collier, Oslo Asset Management, Fondsfinans og Explora Capital. I denne episoden kjører vi en skikkelig Mythbusting-runde der vi tar for oss de mest utbredte argumentene for AI-boomen. Deretter går vi dypere inn i capex, produktivitet, private verdsettelser, Magnificent 7 og hvor man eventuelt finner verdi utenfor hypen. Ole André deler også sine tanker om hva som kan skje hvis AI-boomen viser seg å være mer boble enn boom – og gir ett konkret råd til lytterne. Noen av mytene: «Denne gangen er det annerledes fordi selskapene tjener penger.» – Hvorfor er dette en farlig myte?«AI er som internett i 1995.» – Hvorfor holder ikke denne sammenligningen?«Magnificent 7 er uovervinnelige.» – Hvilken historisk myte minner dette om?«Produktiviteten kommer snart.» – Hvorfor er dette en klassisk boble-myte?«Dark fiber-risiko»: Ser vi det samme med dagens AI-infrastruktur og datasentre? Ole Andre kommer etterhvert inn på hvilke selskaper han ser verdi i dagens marked. Ole Andre argumenterer sterkt for verdi i de syv største selskapene i Kina som inkludert Tencent, Alibaba, PDD, Meituan, osv. Han trakk spesielt frem JD.COM hvor han har et oppdatert syn på verdsettelsen og utsiktene. Av andre interessante case kom vi inn på healthcare i USA med United Health, Molina og HCA Healthcare, og en tur innom Greggs i Storbritannia. Mange interessante case som man kan se nærmere på. Sammenligningene til Dotcom er på noen områder like. Man ser at OpenAI, Anthropic og SpaceX prises ekstremt høyt til tross for store tap. Hvis vi nå er i en DOT.AI - boble; vi spør Ole André hvordan man kan utdanne seg om hvordan det kan se ut og hva man bør gjøre. Ole Andrés heteste tips er å lese journalisten Edward Chancellor sin bok basert på investerings essays laget av Marathon Asset Management i perioden 1993-2002. Boktittel: Capital Account: A Money Manager's Reports on a Turbulent Decade, 1993–2002.Ønsker du å høre mer fra Ole André Hagen, finner du han her:X: https://x.com/OleAndreHagen FIRST Impact: https://firstfondene.no/fond/first-impact/ FIRST Global Focus: https://firstfondene.no/fond/first-global-focus/ FIRST-Podden: https://open.spotify.com/show/6F2jjF4T9y8sczF9uIHkQV Episoden er spilt inn for informasjons- og underholdningsformål, og innholdet i episoden skal ikke anses som en investeringsanbefaling. Innholdet er ikke sponset. Ole André ble invitert av StockUp. Hosted on Acast. See acast.com/privacy for more information.

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.

Unisciti alla ribellione su Telegram – Iscriviti alla newsletter – Supportaci su Patreon Nei videogiochi non esistono più soldi puliti. La sconfitta più grossa che c'ha inflitto il capitalismo forse è proprio questa. Fare videogiochi costa sempre di più, e il 99% dei soldi che girano in questo circo vengono da gente di merda. Bin Salman non si è comprato solo SNK. Non ha soltanto diverse quote in giochini che spaziano da Nintendo fino a TakeTwo. Adesso attira anche le persone che sono state dietro le nostre IP preferite, e manco una mesata fa ha convinto Harada a tornare al lavoro dopo 6 mesi di pensione. L'uomo che ha reso Tekken fichissimo adesso è sul libro paga di uno che ammazza giornalisti per sport. E questa cosa è più importante del fantasticare su cosa potrebbe fare Harada con le IP di SNK. Quando i soldi non ce li mette l'Arabia Saudita arrivano da Tencent, e insomma, la Repubblica Popolare Cinese non è per nulla un esempio di virtù. Ma sappiamo far schifo benissimo anche in occidente: presente Microsoft? Dopo 100 miliardi spesi in acquisizione videoludiche ha fatto talmente tante merdate pro-Israele che perfino Arkane Studios si è sentita in dovere di pubblicare una lettera aperta in cui invitava la propria dirigenza a togliersi la testa dal culo. I videogiochi oggi, purtroppo, sono anche questo. E dobbiamo esserne consapevoli. Perché la consapevolezza è l'unica arma che al momento non sta dietro paywall.

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.

Elke maand verzorgen beursanalisten Jordy Beuving en Jean-Paul van Oudheusden een uitgebreide update over technologie aandelen. In deze aflevering is Marc Langeveld te gast en komen onder andere ASML, Microsoft, Meta, ServiceNow, Dell, Nvidia, Besi, Tencent, Alphabet aan bod. Meer weten over het Antaurus AI Tech Fund? Ga dan naar: http://antaurus.nl/Benieuwd naar de portefeuilles van zowel Jordy als Jean-Paul? Ga naar: https://www.probeleggen.nl/aanmelden/registreren/Tijdslijn:00:00 - 03:00 Opening03:20 - 04:10 Technologiesector - Runners Up04:10 - 05:35 Technologiesector - Magnificent 1005:35 - 18:32 Agentic AI18:32 - 33:00 Software opleving33:00 - 47:00 Hardware / AI-Infrastructure47:00 - ChipaandelenOntvang al onze exclusieve analyses, video's en beurscontent: https://www.deaandeelhouder.nl/premium/

In dieser Episode spricht Erik Siekmann mit einem der einflussreichsten Pioniere der deutschen Digitalszene: Matthias “Mattes” Schrader. Seit über 20 Jahren prägt Mattes als Gründer von SinnerSchrader, ehemaliger Managing Director von Accenture Song und nun mit seinem neuen Abenteuer OH-SO die Branche. Mattes erklärt, warum wir uns aktuell im „Day One“ des KI-Zeitalters befinden und warum der „Code Crash“ – das Verschwinden des Flaschenhalses in der Softwareentwicklung – die Spielregeln für Agenturen und Konzerne radikal verändert. Wir tauchen tief ein in das Thema Generative Engine Optimization (GEO) und erfahren, wie synthetische Marktforschung via „Radar“ unentdeckte Wachstumspotenziale in globalen Märkten sichtbar macht. Außerdem berichtet Mattes von seinen faszinierenden Eindrücken einer China-Reise, wo „Open-Claw-Installationspartys“ vor den Toren von Tencent die enorme Geschwindigkeit der dortigen Innovation symbolisieren. Über Mattes Schrader: Mattes Schrader ist Gründer und CEO bei OH-SO und gilt als einer der profiliertesten Strategen für digitale Transformation in Europa. In den 90ern gründete er die Digitalagentur SinnerSchrader, führte sie an den Neuen Markt und baute sie zu einem der Marktführer aus, bevor er sie 2017 an Accenture verkaufte. Dort leitete er sechs Jahre lang das Digitalgeschäft in der DACH-Region. Heute widmet er sich mit OH-SO der Renaissance der Digitalagentur im KI-Zeitalter und experimentiert mit seinem Projekt „Synthszr“ an der Spitze der multimodalen Content-Erstellung. Er ist Autor des Buches „The Interplay“ und ein gefragter Vordenker für die Verzahnung von Technologie, Innovation und Marketing. Hier geht es zum Synthszr Podcast & Newsletter von Mattes Schrader: https://www.synthszr.com/de Hier geht es zum Connected Commerce Guide von Front Row: https://www.connected-commerce.com Der Marketing Transformation Podcast wird produziert von TLDR Studios: https://www.tldrstudios.com

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

Op indexniveau leek er niet zoveel aan de hand, maar onder de oppervlakte gebeurde er van alles in de afgelopen beursweek. Pieter Kort duikt met IEX-analist Hildo Laman en special guest Mary Pieterse-Bloem van het Rabobank Investment Office onder de motorkap van de beurs: waar moeten we ons zorgen over maken en waar liggen nu de kansen?Deze week in de IEX Beleggerspodcast:Dossier Iran: geen deal, maar ook geen paniek; hoe kan dat?Centrale bankiers maken zich wél zorgen en staan klaar met rentewapensIs AI ook een (onverwachte) bron van inflatie? De chiprally komt even tot rust, maar is hij ook uitgewoed?Nvidia gaat in PC'sZelfs cashflowkoning Alphabet gaat nu geld ophalen bij beleggersProsus, Tencent en verse AI-fantasieAkzo Nobel en de overname die er nooit mocht komenWolters Kluwer leeft (een beetje) op; keerpunt?Dilemma van de week: raket 1 of raket 2?Luisteraarsvragen: een Spaans defensieaandeel en eenZwitserse verzekeraar, sector- en thema-ETF's en schone energieBekijk of beluister de podcast via de player hierboven of ga naar Youtube of uw favoriete podcast-app. 

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

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. 

En Capital Intereconomía seguimos la apertura del Ibex 35 y del resto de las bolsas europeas en una sesión marcada por el comercio internacional, los resultados empresariales y las dudas sobre algunos segmentos del mercado financiero. En el análisis de mercados, David Cortina, responsable de Renta Variable de Santander Private Banking, examina el impacto que puede tener la reconstrucción del muro arancelario impulsado por Donald Trump sobre el crecimiento global, las cadenas de suministro y los beneficios empresariales. Otro de los focos de atención está en el crédito privado, después de que Partners Group sufriera una fuerte corrección bursátil, reabriendo el debate sobre las valoraciones y los riesgos de un sector que ha captado importantes flujos de inversión en los últimos años. En el ámbito corporativo, Inditex presenta unos resultados que reflejan un crecimiento sólido del beneficio y mantiene una atractiva política de remuneración al accionista con una propuesta de dividendo de 1,75 euros por acción. La inteligencia artificial vuelve a protagonizar la actualidad empresarial con los planes de financiación de DeepSeek, que prepara una ronda multimillonaria con el respaldo de gigantes industriales y tecnológicos como Tencent y CATL. Además, se analiza la fuerte caída bursátil de Akzo Nobel tras conocerse la retirada de potenciales compradores interesados en una operación corporativa sobre la compañía. Terminamos la hora con consultorio de bolsa junto a Miguel Méndez, analista independiente, respondiendo a las consultas de los oyentes sobre valores, tendencias de mercado y estrategias de inversión.

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.

En Capital Intereconomía repasamos las claves del día y la evolución de los mercados en Asia, Wall Street y Europa en una sesión marcada por la inteligencia artificial, la inflación y la geopolítica. En Asia, el Nikkei 225 y el KOSPI corrigen desde máximos históricos, mientras el Hang Seng Index avanza apoyado en el buen comportamiento de Tencent. En Wall Street, los índices comienzan junio renovando máximos gracias al impulso de la inteligencia artificial y la fortaleza del sector tecnológico. En Europa, los inversores esperan la publicación del IPC adelantado de la eurozona para calibrar los próximos movimientos del BCE. En el primer análisis de la mañana, Alexis Ortega, profesor de Finanzas de la EAE Business School, analiza cómo la incertidumbre sobre Irán vuelve a enfriar el ánimo de los mercados europeos y pone el foco en las advertencias de la Agencia Internacional de la Energía sobre los daños duraderos que el conflicto puede provocar en las infraestructuras energéticas del Golfo. También destaca un cambio histórico en los mercados financieros: la capitalización bursátil mundial supera ya al mercado global de bonos, mientras continúa aumentando la actividad inversora en bolsa, con un crecimiento cercano al 14% en mayo. Además, repasamos las principales portadas de la prensa económica nacional e internacional. En el bloque internacional, José Luis Orella, profesor de Historia Contemporánea de la Universidad CEU San Pablo, analiza el impacto que la actuación de Israel puede tener sobre la estrategia diplomática de Donald Trump en Oriente Próximo. La conversación también aborda las exigencias de Teherán para retomar las conversaciones diplomáticas y la escalada militar en Ucrania tras un nuevo ataque masivo ruso que vuelve a elevar la tensión en el conflicto.

En Capital Intereconomía seguimos la apertura del Ibex 35 y del resto de bolsas europeas en una jornada marcada por el empleo, la inteligencia artificial y el auge de las grandes tecnológicas. La sesión arranca con el análisis de los datos laborales de mayo, que muestran una caída del paro de 36.323 personas y un aumento de la afiliación a la Seguridad Social de 231.975 ocupados. Unas cifras que analiza Valentín Bote, director de Randstad Research, poniendo el foco en la evolución del mercado laboral, la calidad del empleo y las perspectivas para los próximos meses. En el análisis de mercados, Pablo García, director de Divacons-Alphavalue, examina el impacto de los datos de empleo y la actualidad corporativa internacional. Entre los protagonistas destaca Alphabet, que prepara una ampliación de capital multimillonaria para reforzar sus inversiones en inteligencia artificial, así como Hewlett Packard Enterprise, que se dispara en after hours tras superar previsiones y mejorar sus expectativas de beneficio. La inteligencia artificial vuelve a centrar la atención del mercado con el avance de Anthropic hacia su salida a bolsa y la creciente competencia en el sector, donde Tencent acelera el desarrollo de nuevas herramientas de IA para integrarlas en WeChat. El programa se completa con el consultorio de bolsa junto a Juan Ignacio Marrón, analista independiente y fundador de Inversores Institucionales, respondiendo a las consultas de los oyentes sobre valores nacionales e internacionales.

Dr Steve Minnaar – portefeuljebestuurder, Abax Investments Volg RSG Geldsake op Twitter

Die Wall Street startet nach neuen Rekordständen vorsichtig in den Handelstag, mit Tech weiterhin in der Führung. Nach den robusten Zahlen von Lenovo und Dell Technologies hing die Messlatte für Hewlett Packard Enterprise hoch. Um so beeindruckender, dass das Wachstum und die Aussichten derart stark ausgefallen sind. Die Aktie legt über 30 Prozent zu. Auch Google sorgt für Diskussionen: Es sollen 80 Milliarden US-Dollar in Aktien und Wandelanleihen platziert werden, zur Finanzierung der KI-Infrastruktur. Berkshire Hathaway wird davon im Rahmen einer Privatplatzierung 10 Milliarden US-Dollar übernehmen. Damit wäscht eine weitere Welle an neuen Aktien über die Wall Street, noch vor dem Mega-IPO von SpaceX im weiteren Monatsverlauf. Vor dem Opening fachen positive KI-Nachrichten ebenfalls die Aktien von Nvidia, Marvell, STMicro, Microchip Technology und Tencent weiter an. Konjunkturseitig ist der US-Arbeitsmarktbericht am Freitag besonders wichtig. Im Mai sollen über 90.000 Jobs geschaffen worden sein. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Hoy hablamos de cinco historias que explican quién manda de verdad en la era de la IA: Tencent quiere meter un agente dentro de WeChat para controlar la interfaz desde la que media China vive internet; GitHub Copilot deja ver el coste real de programar con IA al pasar a cobro medido en tokens; Meta corrige un fallo gravísimo que permitía secuestrar cuentas de Instagram engañando a su bot de soporte; un fondo climate tech de 250 millones apuesta por la infraestructura física que alimenta el boom de la IA; y la astronomía resuelve varias señales extrañas del espacio profundo con una enana blanca haciendo barbaridades magnéticas.Puedes seguirnos en YouTube en https://youtube.com/olivernabani y puedes unirte al Discord Mashain en https://olivernabani.com/discord

Die Wall Street startet nach neuen Rekordständen vorsichtig in den Handelstag, mit Tech weiterhin in der Führung. Nach den robusten Zahlen von Lenovo und Dell Technologies hing die Messlatte für Hewlett Packard Enterprise hoch. Um so beeindruckender, dass das Wachstum und die Aussichten derart stark ausgefallen sind. Die Aktie legt über 30 Prozent zu. Auch Google sorgt für Diskussionen: Es sollen 80 Milliarden US-Dollar in Aktien und Wandelanleihen platziert werden, zur Finanzierung der KI-Infrastruktur. Berkshire Hathaway wird davon im Rahmen einer Privatplatzierung 10 Milliarden US-Dollar übernehmen. Damit wäscht eine weitere Welle an neuen Aktien über die Wall Street, noch vor dem Mega-IPO von SpaceX im weiteren Monatsverlauf. Vor dem Opening fachen positive KI-Nachrichten ebenfalls die Aktien von Nvidia, Marvell, STMicro, Microchip Technology und Tencent weiter an. Konjunkturseitig ist der US-Arbeitsmarktbericht am Freitag besonders wichtig. Im Mai sollen über 90.000 Jobs geschaffen worden sein. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Tencent said on Wednesday that United States users of PayPal will be able to pay at tens of millions of Weixin Pay merchants across China by scanning QR codes, marking one of the most extensive integrations yet between China's mobile payment ecosystem and foreign digital wallets.腾讯周三发布消息称，美国贝宝用户可通过扫码，在国内数千万家微信支付合作商户完成付款。这也是中国移动支付生态与境外数字钱包迄今规模最大的一次对接合作。The integration between Tencent's cross-border platform TenPay and US fintech firm PayPal marks one of the first large-scale international applications of China's unified cross-border QR code gateway system.腾讯旗下跨境支付平台财付通与美国金融科技企业贝宝完成对接，这也是我国统一跨境二维码网关系统首批大规模落地的国际应用场景之一。Under the partnership, US PayPal users visiting China will be able to pay directly at Weixin Pay merchants nationwide using familiar PayPal wallet accounts, without opening Chinese bank accounts. The service will initially launch for US PayPal users before expanding to other markets in phases, Tencent said.腾讯表示，来华的美国贝宝用户可直接使用原有账户，在全国微信支付商户消费付款，无需开立中国境内银行账户。该服务率先面向美国用户上线，后续将逐步拓展至其他地区。The partnership will run through China's unified cross-border QR code gateway — a payment infrastructure system designed to standardize links between domestic and overseas wallets.本次合作依托我国统一跨境二维码网关开展。该基础设施旨在统一境内外电子钱包的对接标准。Otto Williams, senior vice-president of PayPal and regional head for PayPal World's Middle East and Africa, said: "China is home to one of the world's most sophisticated digital payment ecosystems, and for international travelers, the ability to pay seamlessly is integral to the experience of being here. Through PayPal World's partnership with TenPay Global, we are committed to ensuring international visitors can enjoy seamless payments using a wallet they already know and trust."贝宝高级副总裁、贝宝环球中东及非洲区域负责人Otto Williams表示：“中国拥有全球成熟度领先的数字支付生态。对入境游客而言，顺畅支付是出行体验的重要一环。借助贝宝环球与财付通国际版的合作，我们将全力保障境外游客使用常用且信赖的钱包，实现便捷支付。”Tencent said the launch is part of a broader inbound payment service enhancement initiative built around product upgrades, overseas wallet integration and multilingual services ahead of the upcoming APEC.腾讯表示，此次服务上线，是亚太经合组织会议召开前夕，入境支付服务升级工作的重要一环。相关升级涵盖产品优化、境外钱包对接、多语种服务等多个方面。Daniel Hong, vice-president of Tencent's fintech group, announced a series of measures including a 90-day waiver of the 3 percent international card transaction fee for first-time users linking overseas bank cards, covering daily spending of up to 1,000 yuan ($139).腾讯金融科技事业部副总裁洪丹毅宣布多项便民举措。首次绑定境外银行卡的用户，90天内可免收3%的国际卡交易手续费，单日减免额度上限为1000元人民币，折合139美元。Tencent also said Weixin Pay's in-app payment guidance has been expanded into 16 languages including English, Korean, Thai, Russian, Spanish and Arabic, while multilingual offline service desks have been established at Shenzhen, Guangdong province, airports, border checkpoints, hotels and major commercial districts.腾讯介绍，微信支付端内支付指引现已支持英语、韩语、泰语、俄语、西班牙语、阿拉伯语等16种语言。广东深圳的机场、口岸、酒店及核心商圈，也已设置多语种线下服务窗口。Tencent said overseas transactions through Weixin Pay rose nearly 80 percent year-on-year between January and April.数据显示，今年1至4月，微信支付境外交易规模同比增长近八成。Dong Ximiao, chief economist at Merchants Union Consumer Finance and deputy director of the Shanghai Institution for Finance and Development, described the coordination of the two major payment platforms' services as a landmark moment for China's cross-border payments infrastructure.招联首席经济学家、上海金融与发展实验室副主任董希淼表示，两大支付平台实现业务互通，是我国跨境支付基础设施建设的标志性事件。"The launch of Weixin Pay support for PayPal users in China, beginning with US users, is a symbolic event in the interconnection of China's cross-border payment systems," Dong said.董希淼称，微信支付率先向美国贝宝用户开放服务，是我国跨境支付体系互联互通进程中的标志性进展。He said the unified cross-border QR code gateway, which launched trial operations in July 2025 under guidance from China's central bank and other authorities, solved a longstanding fragmentation problem in China's digital payments sector.他表示，在央行等部门指导下，统一跨境二维码网关于2025年7月启动试运行，有效解决了国内数字支付行业长期存在的体系割裂问题。Previously, overseas wallets and Chinese payment systems had to negotiate and connect individually, resulting in high technical costs and inconsistent standards, Dong said.董希淼介绍，以往境外钱包与国内支付系统需逐一洽谈对接，不仅技术成本高昂，对接标准也难以统一。"The PayPal integration marks a substantive shift from simple interconnection toward actual interoperability in China's cross-border payment infrastructure," he added.他补充道，本次与贝宝完成对接，意味着我国跨境支付基础设施，从基础联通迈入了深度互操作的全新阶段。

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

Hosted by Michelle Martin with guest Alvin Chow, Co-founder of Dr Wealth, this episode explores why OCBC Bank is outperforming DBS Bank and United Overseas Bank, why ComfortDelGro shareholders gains are different from its subsidiaries SBS Transit and Vicom investors, and the sell-off in Genting Singapore. Michelle and Alvin also examine five SGX-listed ETFs that surged more than 50%, including one that doubled in value, and unpack why Tencent continues to grow while its share price struggles.See omnystudio.com/listener for privacy information.

In this Film Ireland podcast, recorded live on location in Washington, D.C. at the Capital Irish Film Festival, Gemma Creagh chats with producer, writer and director Ruán Magan his films Báite and Daniel O'Connell: The Emancipator, which were both screening in the programme. Presented annually by Solas Nua, the 20th edition of the Capital Irish Film Festival ran from 26th February to 1st March 2026, presenting one of the largest programmes of Irish cinema in North America. We learn more about the great work they do by catching up with the festival's director Maedhbh Mc Cullagh.Finally we hear from some of the attendees at the event...BáiteA woman's body is found under the waters of a lake in the countryside, and the arrival of a Detective from Dublin is the last thing Peggy, the owner of Casey's Pub, needs as she tries to save her business and her family.Daniel O'Connell: The Emancipator Narrated by Domhnall Gleeson, this hour-long documentary explores the life and legacy of Daniel O'Connell to mark the 250th anniversary of his birth in 2025.Ruán Magan Ruán is a producer, writer and director whose work in drama, documentary and stadium events has reached audiences of millions throughout the world. Having begun his career in the movie business, Ruán has worked as an assistant director and location manger in major Hollywood films including Far & Away, The Devil's Own and Michael Collins. Ruán established Create One in 1996 spurred by the ideal of creating high end content that explored and celebrated the human condition. The company's first production was a documentary presented by the writer and playright, Manchán Magan filmed in India. This led to a long collaboration which saw the two brothers producing 30 documentaries filmed in India, South America, the Middle East, the USA, Europe and China.In 1998, Create One produced By Design. This 6 part documentary series produced by Ruán Magan in collaboration with Fox Laurber and Little Bird, design expert, Garrett O'Hagan and directer, Geoff Dunlop, looked at the crucial role that design plays in the human world. It aired across Europe and the US. Since then Ruán has continued to produce project through Create One while also embarking on an international career that has seen him direct and produce projects in the US, Europe and China for Discovery, History Channel, Smithsonian, BBC, ARTE and Tencent. Drama projects directed by Ruán Magan include Báite (Danu Media), Wrecking The Rising/Éirí Amach Amú (Tile Films), Éoinín na nÉan (TG4) and Angel (Create One). His screenplays No Fury and The Noticer.Maedhbh Mc Cullagh Maedhbh is a multidisciplinary cultural producer, arts programmer and creative consultant. For more than two decades she has been producing and managing artistic programs, presentations, productions, and special events for international festivals, cultural institutes and organizations, in Europe and the US, including appointments as the Associate Director of Irish Screen America, Managing Director of the world-renowned Abrons Arts Center, independent freelance producer at Performance Space NY, The Civilians Theater Company, The Foundry Theatre, the Alliance of Resident Theatres, and program director of the international Dublin Fringe Festival.About Capital Irish Film FestivalSolas Nua's annual Capital Irish Film Festival in Washington, D.C., presents one of the largest programmes of Irish cinema in North America, showcasing the latest Irish dramatic and documentary features, shorts, art films and animation releases by Irish and Ireland-based filmmakers. The festival provides a US platform that amplifies the work of independent filmmakers working in Ireland and beyond, and celebrates the strength of Ireland's contemporary cinematic culture. The programme highlights the country's rich cultural heritage while fostering an inclusive and diverse community of Irish filmmakers.Over the years, the podcast has featured acclaimed guests such as Phyllida Lloyd, Lenny Abrahamson, M. Night Shyamalan, John Boorman, Saoirse Ronan, Colin Farrell, Aisha Tyler, Colm Meaney, Paul Reiser, Niamh Algar, David Freyne, Ciarán Donnelly, Joshua Oppenheimer, John Crowley, Niamh Algar, Gene Stupnitsky, and Terence Davies, alongside many of the most influential voices working in film and television today.So make sure to subscribe and listen back! Hosted on Acast. See acast.com/privacy for more information.

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

In today's MadTech Daily, we cover ministers being urged to act as AI adoption hits 95%, Ofcom drafting new rules for streaming platforms, and Tencent missing Q1 forecasts while doubling down on AI.

Nvidia (NVDA) reached a fresh record high after reports the U.S. approved H200 chip sales to select Chinese firms including Alibaba (BABA), Tencent, and ByteDance. Cisco (CSCO) also climbed to a new high on strong AI driven demand, while Cerebras Systems (CBRS) stunned Wall Street with a massive IPO debut. Applied Materials (AMAT) topped earnings expectations and boosted its outlook as AI infrastructure spending continues to accelerate.======== 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

Die Wall Street zeigt sich nach dem schwächeren Dienstag uneinheitlich, mit den Tech- und KI-Werten freundlich. Nvidia und der gesamte Sektor profitieren davon, dass CEO Jensen Huang kurzfristig nun doch an der China-Reise von Präsident Trump teilnimmt, was Hoffnungen auf Fortschritte im Halbleitergeschäft mit China schürt. Im Fokus stehen außerdem die April-Erzeugerpreise, nachdem die Inflation zuletzt erneut höher ausgefallen war. Wir sehen auf breiter Front extrem heiße Erzeugerpreise. Die Wahrscheinlichkeit einer Zinsanhebung im Dezember liegt bei nun 37 Prozent. Unterstützung kommt für die Wall Street auch von Morgan Stanley. Chefstratege Mike Wilson hebt das Ziel für den S&P 500 bis Ende 2026 von 7.800 auf 8.000 Punkte an und sieht im bullischsten Szenario sogar 9.400 Punkte. Bei den Quartalszahlen enttäuschen Alibaba und Tencent insgesamt, auch wenn das Cloud- und KI-Geschäft weiter stark wächst. Nach Börsenschluss stehen die Zahlen von Cisco im Fokus. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die Wall Street zeigt sich nach dem schwächeren Dienstag uneinheitlich, mit den Tech- und KI-Werten freundlich. Nvidia und der gesamte Sektor profitieren davon, dass CEO Jensen Huang kurzfristig nun doch an der China-Reise von Präsident Trump teilnimmt, was Hoffnungen auf Fortschritte im Halbleitergeschäft mit China schürt. Im Fokus stehen außerdem die April-Erzeugerpreise, nachdem die Inflation zuletzt erneut höher ausgefallen war. Wir sehen auf breiter Front extrem heiße Erzeugerpreise. Die Wahrscheinlichkeit einer Zinsanhebung im Dezember liegt bei nun 37 Prozent. Unterstützung kommt für die Wall Street auch von Morgan Stanley. Chefstratege Mike Wilson hebt das Ziel für den S&P 500 bis Ende 2026 von 7.800 auf 8.000 Punkte an und sieht im bullischsten Szenario sogar 9.400 Punkte. Bei den Quartalszahlen enttäuschen Alibaba und Tencent insgesamt, auch wenn das Cloud- und KI-Geschäft weiter stark wächst. Nach Börsenschluss stehen die Zahlen von Cisco im Fokus. Ein Podcast - featured by Handelsblatt. ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/wallstreet_april * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Tencent (TCEHY) is at 52-week lows, but Jeff Muhlenkamp sees a buying opportunity driven by its dominant ecosystem and payments business. He's more cautious on JD.com (JD) and Alibaba (BABA) as price wars and weak demand pressure margins. Muhlenkamp is rotating away from tech into cyclicals like Microchip Technology (MCHP) and gold as A.I. optimism peaks.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

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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

Lisa Nan, Beauty Editor at Jing Daily, joins The Negotiation to break down what's really happening in China's beauty and luxury markets right now. From the rise of C-beauty brands challenging international players to the unexpected virality of Kris Jenner as China's 'money goddess,' Lisa tracks the trends that are reshaping how brands sell in the world's largest beauty market.In this episode, Lisa covers the hottest brands and sub-categories driving growth, the emergence of male beauty and the silver beauty market (50+ consumers), and the decline of mega-anchors in China's livestreaming ecosystem. She explains which domestic and foreign brands are winning, what's replacing the mega-anchor model, and how moments like the Winter Olympics and viral memes reveal deeper shifts in Chinese consumer behavior.Lisa also discusses the current state of China's overall beauty and luxury markets, functional beauty trends like scalp care and science-backed skincare, and the emerging developments international brands should be monitoring closely. Whether you're a brand considering China entry or navigating the market's rapid evolution, this conversation offers actionable insights from one of the industry's sharpest observers. Discussion Points·       Current state of China's beauty market: strengths, weaknesses, and key dynamics shaping 2026·       Overall luxury market health: which brands are cutting stores, which are doubling down, and why·       Hottest domestic C-beauty brands (Proya, Florasis, Winona) and foreign brands succeeding in China·       Fastest-growing sub-categories: scalp care, fragrance, functional beauty, and science-backed products·       Male beauty market expansion: how brands are approaching male consumers differently·       Silver beauty market (50+) finally taking off: who's getting it right and what's driving demand·       Decline of mega-anchors in livestreaming: what happened and what's replacing the mega-anchor model·       Kris Jenner as China's 'money goddess': what viral memes reveal about Gen Z consumer engagement·       Winter Olympics impact: Eileen Gu, Su Yiming, and how brands leverage winter sports moments·       Emerging trends to watch: what's on the radar that international brands might be missing

Our 243rd episode with a summary and discussion of last week's big AI news!Recorded on 04/29/2026Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:OpenAI released GPT-5.5 with strong coding-oriented improvements, a system card discussing chain-of-thought monitorability and misalignment testing, higher pricing than GPT-5.4, and notable quirks like a system-prompt warning about “goblins.”xAI launched Grok Voice Think Fast 1.0, claiming large benchmark leads for real-time voice agents and reporting major Starlink customer-support automation and sales conversion impact.DeepSeek open-sourced DeepSeek V4 (Pro and Flash) featuring MoE scaling and 1M-token context via hybrid/compressed attention changes, while Tencent released Hunyuan 3 preview with weaker benchmark performance; a new long-horizon agent benchmark (Clawmark) shows low task success rates.Major business, legal, and policy updates include Google's planned up-to-$40B investment and 5GW compute commitment to Anthropic, Meta's AWS Gravitron deal and China blocking Meta's Manus acquisition, a revamped OpenAI–Microsoft agreement, ongoing Musk–OpenAI trial developments, and new safety/security research on sabotage, document degradation under delegation, and bit-flip attacks.Timestamps:(00:00:10) Intro / Banter(00:02:00) News Preview(00:02:26) Response to listener comments(00:02:55) SponsorsTools & Apps(00:05:55) OpenAI Unveils Its New, More Powerful GPT-5.5 Model - The New York Times(00:23:33) xAI Launches grok-voice-think-fast-1.0: Topping τ-voice Bench at 67.3%, Outperforming Gemini, GPT Realtime, and More - MarkTechPost(00:29:00) Claude can now plug directly into Photoshop, Blender, and Ableton | The VergeProjects & Open Source(00:29:38) China's DeepSeek releases preview of long-awaited V4 model as AI race intensifies(00:47:05) Tencent Unveils Hy3 preview; Model Enhances Agent Capabilities and Real-World Usability - Tencent 腾讯(00:50:14) ClawMark: A Living-World Benchmark for Multi-Turn, Multi-Day, Multimodal Coworker AgentsApplications & Business(00:53:03) Google Plans to Invest Up to $40 Billion in Anthropic(00:56:26) Meta will use hundreds of thousands of AWS Graviton chips(00:59:51) China blocks Meta's $2 billion takeover of AI startup Manus(01:01:45) OpenAI shakes up partnership with Microsoft, capping revenue share payments(01:07:13) Elon Musk Testifies of AI Risk at Trial, Says OpenAI Tried to ‘Steal' a Charity - WSJ(01:11:50) Judge rejects DOJ bid to delay Anthropic appeal in Pentagon dispute(01:14:42) Google's Gemini can now run on a single air-gapped server — and vanish when you pull the plug(01:19:07) DeepMind's David Silver just raised $1.1B to build an AI that learns without human data | TechCrunchPolicy & Safety(01:22:47) Evaluating whether AI models would sabotage AI safety research(01:28:59) LLMs Corrupt Your Documents When You Delegate(01:32:50) Temporal Sparse Autoencoders: Leveraging the Sequential Nature of Language for Interpretability(01:39:53) Memorandum on Adversarial Distillation of American AI Models(01:41:41) Teen boys are dating their AI chatbots—and experts warn it could kill their careers | Fortune(01:43:57) Announcing the Anthropic Economic Index Survey(01:45:21) Scoop: CISA lacks access to Anthropic's MythosSynthetic Media & Art(01:48:03) Taylor Swift Files to Trademark Voice and Likeness to Protect Against AI MisuseResearch & Advancements(01:49:15) Maximal Brain Damage Without Data or Optimization: Disrupting Neural Networks via Sign-Bit FlipsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Xbox doubles down on a DAU strategy with no real plan to get there. Ubisoft keeps cleaning house while its franchises collect dust. And the most doom-and-gloom post ever written about the games industry lands on LinkedIn, and it's hard to argue with.Topics Covered:● Xbox's public memo: Rebranding back to Xbox, shifting to DAU as a north star● UK games subsidies: £28.5 million, three funding tracks, and why Turkey is still running laps around everyone● Ubisoft Canada shakeup: Four big departures, Assassin's Creed Hex in trouble, and why Tencent might be the only real solution● Marvel Rivals vs Overwatch 2● China vs the West: The structural advantages nobody talks about and what Western developers can actually do about it● The doom post: 10 reasons western gaming is structurally uninvestible, and where the guys agree and push backCHAPTERS:00:20 Show Intro and Agenda01:35 Boys Only Banter02:56 Shills04:03 Istanbul Trip Plans04:38 Division Resurgence Update07:59 Xbox Memo Breakdown17:33 UK Games Subsidies23:45 Fortnite Shampoo Ads26:55 Habi's New Game30:58 PC Pivot Reality Check32:06 China Publishers Paper Tigers32:42 Marvel Rivals vs Overwatch34:47 Blizzard Momentum Update37:24 Ubisoft Canada Shakeup43:59 Why China Dominates Mobile46:29 Creativity vs Pragmatism50:23 Game Industry Doom List