Podcast appearances and mentions of Tim Cook

From foldable phones that out-price laptops to AI models that escape their digital cages, this episode dives into the wild next phase of tech innovation and its unexpected risks. See how the giants are scrambling to keep up as hardware, software, and even outer space are up for grabs. Tim Cook passes the baton in Apple's Q3 2026 earnings call Apple's Profit Is Up 27%, but Expectations for Current Quarter Disappoint Apple Introduces Leasing Program for iPhones and Other Devices Apple struggles to keep pace with AI 'bug' hunters "Google and Reddit do not own the Internet," web scraper says after court win As Reddit stock falls, CEO questions value of Google's AI Overviews Microsoft's $450 Billion Jump Is Biggest in Stock Market History Amazon's trying to launch a global satellite cellphone network in 2028 Iran struck Amazon data centers again amid widening war, satellites show For the First Time, Zoox Can Charge People for Rides in Its Steering-Wheel-Free Robotaxis Claude published malicious code to the Internet and attacked 3 real companies OpenAI and Anthropic Are Quietly Teaming Up in Washington AI leaders sign a statement asking the government to do something about automated AI Ten advances in mathematics and theoretical computer science How bitcoin cold wallets lost $70 million in an attack that never touched the devices NBCUniversal and YouTube ink deal to embed Peacock in the video platform for premium subscribers Inside the Luxury Robotaxi Uber, Lucid and Nuro Are Testing Host: Leo Laporte Guests: Abrar Al-Heeti and Mike Elgan Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: adaptivesecurity.com helixsleep.com/twit expressvpn.com/twit canary.tools/twit - use code: TWIT cachefly.com/twit

From foldable phones that out-price laptops to AI models that escape their digital cages, this episode dives into the wild next phase of tech innovation and its unexpected risks. See how the giants are scrambling to keep up as hardware, software, and even outer space are up for grabs. Tim Cook passes the baton in Apple's Q3 2026 earnings call Apple's Profit Is Up 27%, but Expectations for Current Quarter Disappoint Apple Introduces Leasing Program for iPhones and Other Devices Apple struggles to keep pace with AI 'bug' hunters "Google and Reddit do not own the Internet," web scraper says after court win As Reddit stock falls, CEO questions value of Google's AI Overviews Microsoft's $450 Billion Jump Is Biggest in Stock Market History Amazon's trying to launch a global satellite cellphone network in 2028 Iran struck Amazon data centers again amid widening war, satellites show For the First Time, Zoox Can Charge People for Rides in Its Steering-Wheel-Free Robotaxis Claude published malicious code to the Internet and attacked 3 real companies OpenAI and Anthropic Are Quietly Teaming Up in Washington AI leaders sign a statement asking the government to do something about automated AI Ten advances in mathematics and theoretical computer science How bitcoin cold wallets lost $70 million in an attack that never touched the devices NBCUniversal and YouTube ink deal to embed Peacock in the video platform for premium subscribers Inside the Luxury Robotaxi Uber, Lucid and Nuro Are Testing Host: Leo Laporte Guests: Abrar Al-Heeti and Mike Elgan Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: adaptivesecurity.com helixsleep.com/twit expressvpn.com/twit canary.tools/twit - use code: TWIT cachefly.com/twit

From foldable phones that out-price laptops to AI models that escape their digital cages, this episode dives into the wild next phase of tech innovation and its unexpected risks. See how the giants are scrambling to keep up as hardware, software, and even outer space are up for grabs. Tim Cook passes the baton in Apple's Q3 2026 earnings call Apple's Profit Is Up 27%, but Expectations for Current Quarter Disappoint Apple Introduces Leasing Program for iPhones and Other Devices Apple struggles to keep pace with AI 'bug' hunters "Google and Reddit do not own the Internet," web scraper says after court win As Reddit stock falls, CEO questions value of Google's AI Overviews Microsoft's $450 Billion Jump Is Biggest in Stock Market History Amazon's trying to launch a global satellite cellphone network in 2028 Iran struck Amazon data centers again amid widening war, satellites show For the First Time, Zoox Can Charge People for Rides in Its Steering-Wheel-Free Robotaxis Claude published malicious code to the Internet and attacked 3 real companies OpenAI and Anthropic Are Quietly Teaming Up in Washington AI leaders sign a statement asking the government to do something about automated AI Ten advances in mathematics and theoretical computer science How bitcoin cold wallets lost $70 million in an attack that never touched the devices NBCUniversal and YouTube ink deal to embed Peacock in the video platform for premium subscribers Inside the Luxury Robotaxi Uber, Lucid and Nuro Are Testing Host: Leo Laporte Guests: Abrar Al-Heeti and Mike Elgan Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: adaptivesecurity.com helixsleep.com/twit expressvpn.com/twit canary.tools/twit - use code: TWIT cachefly.com/twit

From foldable phones that out-price laptops to AI models that escape their digital cages, this episode dives into the wild next phase of tech innovation and its unexpected risks. See how the giants are scrambling to keep up as hardware, software, and even outer space are up for grabs. Tim Cook passes the baton in Apple's Q3 2026 earnings call Apple's Profit Is Up 27%, but Expectations for Current Quarter Disappoint Apple Introduces Leasing Program for iPhones and Other Devices Apple struggles to keep pace with AI 'bug' hunters "Google and Reddit do not own the Internet," web scraper says after court win As Reddit stock falls, CEO questions value of Google's AI Overviews Microsoft's $450 Billion Jump Is Biggest in Stock Market History Amazon's trying to launch a global satellite cellphone network in 2028 Iran struck Amazon data centers again amid widening war, satellites show For the First Time, Zoox Can Charge People for Rides in Its Steering-Wheel-Free Robotaxis Claude published malicious code to the Internet and attacked 3 real companies OpenAI and Anthropic Are Quietly Teaming Up in Washington AI leaders sign a statement asking the government to do something about automated AI Ten advances in mathematics and theoretical computer science How bitcoin cold wallets lost $70 million in an attack that never touched the devices NBCUniversal and YouTube ink deal to embed Peacock in the video platform for premium subscribers Inside the Luxury Robotaxi Uber, Lucid and Nuro Are Testing Host: Leo Laporte Guests: Abrar Al-Heeti and Mike Elgan Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: adaptivesecurity.com helixsleep.com/twit expressvpn.com/twit canary.tools/twit - use code: TWIT cachefly.com/twit

Derrière les célèbres lunettes Ray-Ban se cache un empire industriel de plusieurs dizaines de milliards d'euros. Quatre ans après la mort de son fondateur, Leonardo Del Vecchio, les héritiers d'EssilorLuxottica s'affrontent autour de la gouvernance du groupe. Une bataille familiale qui dépasse largement le secteur de l'optique et pourrait avoir des répercussions sur une partie de la finance italienne. Ray-Ban est l'une des marques les plus célèbres au monde. Popularisées notamment par Tom Cruise dans Top Gun, ces lunettes sont devenues une véritable icône. Mais derrière cette marque mythique se cache un gigantesque groupe européen : EssilorLuxottica. À l'origine de cet empire, l'entrepreneur italien Leonardo Del Vecchio. Tout au long de sa vie, l'homme d'affaires a construit méthodiquement Luxottica jusqu'à en faire le leader mondial de la lunette. Son intuition est simple: une paire de lunettes n'est pas seulement un objet destiné à corriger la vue, c'est aussi un accessoire de mode. Il rachète ainsi des marques prestigieuses comme Ray-Ban ou Oakley, signe des licences avec les plus grandes maisons de luxe et développe ses propres réseaux de distribution. Son objectif est clair: maîtriser toute la chaîne de valeur, de la conception des montures jusqu'au client final. En 2018, Luxottica franchit une nouvelle étape en fusionnant avec le Français Essilor, spécialiste mondial des verres correcteurs. Naît alors EssilorLuxottica, un mastodonte mondial de l'optique qui est aujourd'hui au cœur d'une bataille de succession. À lire aussiEn Italie, la plus vieille banque du monde, objet de toutes les convoitises Pourquoi les héritiers de Ray-Ban se déchirent-ils ? À la mort de Leonardo Del Vecchio, en 2022, sa fortune et le contrôle de la holding familiale, valorisée à près de 46 milliards d'euros, sont répartis à parts égales entre huit héritiers : ses six enfants, sa veuve et son beau-fils. Sur le papier, cette répartition paraît équitable. Dans les faits, elle complique fortement la gouvernance de l'entreprise. Avec seulement 12,5% du capital chacun, aucun héritier ne dispose d'une majorité. Toutes les décisions importantes nécessitent donc un consensus. Une situation que les spécialistes de la gouvernance résument simplement : lorsque tout le monde détient le même pouvoir, chacun possède en réalité un droit de veto. L'un des fils de Leonardo Del Vecchio souhaite aujourd'hui sortir de cette impasse. Son projet consiste à racheter les parts de son frère et de sa sœur pour un montant estimé à près de 10 milliards d'euros. S'il y parvient, il détiendrait 37,5% de la holding familiale. Il ne serait pas majoritaire, mais deviendrait de très loin le principal actionnaire, avec un poids suffisant pour orienter les décisions stratégiques du groupe. Mais ce plan se heurte à plusieurs obstacles. Réunir 10 milliards d'euros, même pour l'une des familles les plus riches d'Europe, est une opération complexe. Les banques impliquées réclament davantage de garanties et le conseil d'administration de la holding est lui-même divisé. Certains administrateurs refusent d'apporter leur soutien au projet, ce qui place aujourd'hui cette opération dans une impasse. À lire aussiDépart de Tim Cook d'Apple: quels risques pour une entreprise quand son dirigeant s'en va? Pourquoi cette succession dépasse largement le marché des lunettes Si cette affaire familiale est suivie de près par les investisseurs, c'est parce que la holding de la famille Del Vecchio ne contrôle pas uniquement EssilorLuxottica. Elle détient également des participations importantes dans plusieurs poids lourds de la finance italienne, comme les banques UniCredit et Monte dei Paschi ou encore l'assureur Generali. Au total, son portefeuille financier est estimé à environ 16 milliards d'euros. Autrement dit, lorsque les héritiers se disputent le contrôle de cette holding, ce ne sont pas seulement les lunettes Ray-Ban qui sont concernées. Cette bataille peut également avoir des conséquences sur la gouvernance de plusieurs grands établissements financiers italiens. Au-delà du cas Del Vecchio, cette succession illustre un défi auquel seront confrontées de nombreuses entreprises familiales dans les années à venir : celui de la transmission. Construire un empire est une chose. Le transmettre en est une autre. Et c'est parfois l'épreuve la plus difficile.

From foldable phones that out-price laptops to AI models that escape their digital cages, this episode dives into the wild next phase of tech innovation and its unexpected risks. See how the giants are scrambling to keep up as hardware, software, and even outer space are up for grabs. Tim Cook passes the baton in Apple's Q3 2026 earnings call Apple's Profit Is Up 27%, but Expectations for Current Quarter Disappoint Apple Introduces Leasing Program for iPhones and Other Devices Apple struggles to keep pace with AI 'bug' hunters "Google and Reddit do not own the Internet," web scraper says after court win As Reddit stock falls, CEO questions value of Google's AI Overviews Microsoft's $450 Billion Jump Is Biggest in Stock Market History Amazon's trying to launch a global satellite cellphone network in 2028 Iran struck Amazon data centers again amid widening war, satellites show For the First Time, Zoox Can Charge People for Rides in Its Steering-Wheel-Free Robotaxis Claude published malicious code to the Internet and attacked 3 real companies OpenAI and Anthropic Are Quietly Teaming Up in Washington AI leaders sign a statement asking the government to do something about automated AI Ten advances in mathematics and theoretical computer science How bitcoin cold wallets lost $70 million in an attack that never touched the devices NBCUniversal and YouTube ink deal to embed Peacock in the video platform for premium subscribers Inside the Luxury Robotaxi Uber, Lucid and Nuro Are Testing Host: Leo Laporte Guests: Abrar Al-Heeti and Mike Elgan Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: adaptivesecurity.com helixsleep.com/twit expressvpn.com/twit canary.tools/twit - use code: TWIT cachefly.com/twit

En el Manzanas Enfrentadas de hoy, vamos a comentar varias noticias importantes de esta semana tecnológica.Apple hace públicos sus números de este último trimestre económico y con alguna sorpresa curiosa, pero no en las cifras totales. Que han vuelto a ser extraordinarios. En la última llamada a inversores de Tim Cook, de nuevo Apple esta en cifras récord.En un moviendo estratégico y de seguridad nacional un poco controvertido, Estados Unidos ha cerrado la entrada al país de varios modelos de robot aspiradores. Varias marcas con fabricación externa al país, se van a ver afectadas por esta nueva normativa.Apple reconoce que al igual que el resto de empresas que ofrecen herramientas IA, cobraran a los usuarios que hagan un uso intensivo. Todos lo sospechábamos y ya parece confirmarse.Este podcasts es parte del compromiso 7 de 7 de Manzanas Enfrentadas. Lo tenemos!!!.

The latest In Touch With iOS with Dave Ginsburg he is joined by Jill McKinley, Chuck Joiner, Jeff Gamet, Eric Bolden, Marty Jencius, Guy Serle. Apple reports another outstanding quarter as the panel discusses record revenue, Tim Cook's final earnings call, and what it means for Apple's future. The conversation also covers iOS 27's newest features, important security updates across Apple's platforms, Apple's new Klarna-powered leasing program replacing the iPhone Upgrade Program, AppleCare changes, Ted Lasso's return, Gemini on the Mac, and a collection of favorite Apple apps, accessories, and productivity tools. The show notes are at InTouchwithiOS.com  Direct Link to Audio  Links to our Show Give us a review on Apple Podcasts! CLICK HERE we would really appreciate it! Click this link Buy me a Coffee to support the show we would really appreciate it. intouchwithios.com/coffee  Another way to support the show is to become a Patreon member patreon.com/intouchwithios Website: In Touch With iOS YouTube Channel In Touch with iOS Magazine on Flipboard Facebook Page BlueSky Mastodon X Instagram Threads Summary Apple delivered another blockbuster quarter, and this week the panel breaks down what the numbers really mean. Dave Ginsburg is joined by Jeff Gamet, Chuck Joiner, Marty Jencius, Jill McKinley, Eric Bolden, and Guy Serle to discuss Apple's impressive Q3 earnings, including strong growth in iPhone, Mac, Services, and Wearables, along with Tim Cook's final earnings call before leadership transitions. The group examines what drove Apple's success, why Services continues to be such a major business, and how Apple's future product strategy could evolve. The discussion then shifts to Apple's latest software releases, including visionOS 26.6, iOS 26.6, macOS 26.6, and the continuing iOS 27 developer beta cycle. The panel highlights important security updates, new Spotlight improvements, and several welcome quality-of-life features coming in iOS 27, including separate alarm and ringtone controls, smarter dictation behavior in Messages, enhanced FaceTime capabilities, improved Wi-Fi and cellular handoffs, and Apple Intelligence-powered call context. One of the biggest conversations centers around Apple's brand-new U.S. leasing program with Klarna, replacing the longtime iPhone Upgrade Program. The panel explores how the new leasing model compares with traditional financing, discusses AppleCare implications, resale value, monthly payments, and whether Apple's hardware strategy is slowly becoming subscription-based. The episode wraps up with AppleCare One updates, excitement over Ted Lasso's return, Google's Gemini improvements on macOS, Qualcomm's changing relationship with Apple, Granola's Apple Watch support, and another great collection of favorite apps, accessories, productivity tools, and Apple gear from the panel. Topics and Links Apple Q3 Results Announced Apple announces record Q3 results One last time, this is Tim: Final transcript of Apple's Q3 2026 earnings call In Touch With Vision Pro this week.  Apple Releases visionOS 26.6 Beta this week. iOS 27 Beta 4 all the betas continues Apple Releases iOS 26.6 and iPadOS 26.6 With iOS 27 Optimizations watchOS 26.6 available now for Apple Watch, here's what's new Apple Releases tvOS 26.6 iOS 27 Finally Unlinks Alarm Volume From Your iPhone Ringer iOS 27 Lets You Hide the Messages Button Everyone Hits by Mistake iOS 27: All the New Phone and FaceTime Features In Touch With Mac this week Update Now: iOS 26.6 and macOS Tahoe 26.6 Patch Hundreds of Security Flaws Other Topics iPhone Upgrade Program Changes Apple Upgrade - Lease iPhone, Mac, iPad, Watch Apple Upgrade launches in the United States iPhone Upgrade Program - Apple Apple Upgrade: 20 Things to Know Before Leasing an iPhone, iPad, or Mac 'Apple Upgrade' Pricing: You Can Lease an iPhone Starting at $18/Month Apple Upgrade: 20 Things to Know Before Leasing an iPhone, iPad, or Mac Apple's New Upgrade Program: Is It Worth It? 'Apple Upgrade' Pricing: You Can Lease an iPhone Starting at $18/Month All the Changes to AppleCare+ This Month AppleCare calculator News Apple Shares 'Ted Lasso' Season 4 Trailer Premieres 8/5 Gemini for Mac Adds System-Wide Voice Dictation and Screen-Aware Commands Qualcomm Expects Apple Modem Revenue to Drop Faster Than Expected 'Granola' Launches on Apple Watch   This weeks "Things we found" Marty - Droppy: Notch manager with all sorts of functionally built in https://getdroppy.ap Dave: Tom Bihn Medium Cafe Bag Carrd - 3 very simple websites for $9, 10 bit more complex website $19 a year https://carrd.com - Jill Eric - airstream software serve movies to Vision Pro and translate 3D movies https://spatial.film/airstream/ (requires free membership to download) Jeff - Prompt 3  https://panic.com/prompt/ Chuck - Govee Floor Lamp 3 with Luminblend+ Technology, 1000K-10000K Standing Lamp https://amzn.to/4wzXVhj Guy Acorn 8 - https://flyingmeat.com/acorn/ Announcements Macstock X wrapped up for 2026 what a great event! Stay tuned for the Digital pass coming soon Digital Pass | Macstock Conference & Expo Our Host Dave Ginsburg is an IT professional supporting Mac, iOS and Windows users and shares his wealth of knowledge of iPhone, iPad, Apple Watch, Apple TV and related technologies. Visit the YouTube channel https://youtube.com/intouchwithios follow him on Mastodon @daveg65, , BlueSky @daveg65  and the show @intouchwithios   Our Regular Contributors Jeff Gamet is a podcaster, technology blogger, artist, and author. Previously, he was The Mac Observer's managing editor, and Smile's TextExpander Evangelist. You can find him on his blog Jeff Gamet - Mastadon @jgamet Pixelfed @jgamet@pixelfed.social and Bluesky @jgamet.bsky.social‬ Podcasts The Context Machine Podcast  Retro Rewatch Retro Rewatch His YouTube channel https://youtube.com/jgamet Buy his art! Jeff Gamet Artapoc Marty Jencius, Ph.D., is a professor of counselor education at Kent State University, where he researches, writes, and trains about using technology in teaching and mental health practice. His podcasts include Vision Pro Files, The Tech Savvy Professor and Circular Firing Squad Podcast. Find him at jencius@mastodon.social  https://thepodtalk.net  Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him by email at eabolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast.   Jill McKinley works in enterprise software, server administration, and IT. A lifelong tech enthusiast, she started her career with Windows but is now an avid Apple fan. Beyond technology, she shares her insights on ai, nature, faith, and personal growth through her podcasts. Her content on YouTube at @smallstepswithai and follow her on X @NorthwoodsJill. Find all her work at http://jillfromthenorthwoods.com  Chuck Joiner is the host of MacVoices and hosts video podcasts with influential members of the Apple community. Make sure to visit macvoices.com and subscribe to his podcast. You can follow him on Twitter @chuckjoiner and join his MacVoices Facebook group. Guy Serle is one of the hosts of the new The Gmen Show along with GazMaz and email GMenshow@icloud.com  @MacParrot and @VertShark on X  Vertshark on YouTube, Google Voice +1 Area code  703-828-4677

#901: The US economy grew more slowly in Q2 as the Iran war weighed on prices and supply chains. AI investor Leopold Aschenbrenner seeks new funding after massive losses. Jersey Mike's raises $1 billion in its IPO. Tim Cook reports his last earnings call. Amazon's cloud business stays strong. Trump unveils renovations to Dulles airport. Finally, LinkedIn wants you to snuff out AI slop. Got difficult questions? Head to https://www.claude.ai/mbd to answer them.  Grab tickets to our Performance Revue show! https://www.morningbrew.com/events/brew-performance-revue-2026?utm_campaign=performance_revue_2026&utm_source=mbd Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

David Faber and Jim Cramer led off the show with reaction to the latest mega-tech earnings: Amazon shares surged on quarterly results boosted by cloud growth, while Apple shares sank on guidance that disappointed investors — and overshadowed a Q3 beat in Tim Cook's final earnings report as Apple CEO. Chevron CEO Mike Wirth joined the program to discuss oil prices and his company's biggest quarterly profit in at least six years. Also in focus: David's update on AI investor Leopold Aschenbrenner and the unwinding of many of his hedge fund's trades, the high-flying stocks that took a major hit in July, Samsung and SK Hynix shares soar and propel South Korea's Kospi to an 18% gain, Microsoft's record-breaking one-day market cap gain.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

#15 | Día Uno: Desglosamos los cambios en tecnología para que los aproveches en tu negocio y en tu vida. Hosted on Acast. See acast.com/privacy for more information.

Arena Co-Founder Anastasios Angelopoulos talks with TITV Host Akash Pasricha about AI model security hacks. We also talk with Rosenblatt Securities' Barton Crockett about Apple's supply chain constraints and Mizuho's Lloyd Walmsley about AWS cloud growth acceleration. Plus, our editors Martin Peers and Nick Wingfield discuss Big Tech earnings, Tim Cook's legacy and what's next for Apple under John Ternus. Articles discussed on this episode: https://www.theinformation.com/articles/silicon-valley-looks-new-biotech-frontier-montana https://www.theinformation.com/newsletters/the-briefing/amazons-cloud-surge-wins-wall-street Subscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Apple heeft een erg goed kwartaal achter de rug. De omzet steeg flink, naar meer 109 miljard dollar. Dat is beter dan waarop was gerekend. Het waren vooral de iPhones die het ‘m deden. De helft van de omzet komt van de telefoons. En ook de winst (net geen 30 miljard) zag er perfect uit. Al met al mooie cijfers voor afzwaaiend topman Tim Cook. Alleen wordt zijn laatste optreden overschaduwd door een pijnlijke waarschuwing. Hij verwacht namelijk dat de chiptekorten de omzet én winst gaan raken. Deze aflevering hebben we het over die tegenvaller. Beleggers reageren heftig op het nieuws, wij zoeken uit of die reactie terecht is. Beter gaat het bij Amazon. Dat aandeel schiet omhoog. Beleggers reageren helemaal happy op de resultaten én de investeringsplannen van de techreus. Ook Amazon blijft als een malle geld in AI investeren. 220 miljard dollar dit jaar, weer 20 miljard dan eerder begroot. Alleen afgelopen kwartaal gaf het al 53 miljard uit aan nieuwe datacenters. Hebben we het ook over Universal Music Group. Dat opende ook de boeken, maar daar werd dan weer extreem somber op gereageerd. In korte tijd ging er meer dan 20 procent van de beurswaarde door het putje. Verder deze aflevering: Kan ASML de Chinese copycat's aan? ING wordt een soort van Netflix Tesla wil Chinese divisie afstoten, voor fusie SpaceX Te gast: Jos Versteeg van InsingerGilissen 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.

En el Manzanas Informadas de hoy, os traemos las siguientes noticias:Última llamada a inversores de Tim CookJony Ive también prepara su Home Pad Spotify echa mas tierra sobre el ataúd de Apple Fitness +Google una Nanobanana y Goggle Earth.Este podcasts es parte del compromiso 7 de 7 de Manzanas Enfrentadas. Lo tenemos!!!

L'ultimo report al mercato di Tim Cook è un trionfo, diamo un occhio ai numeri. I senatori americani frenano uno dei progetti più ambiziosi di Apple. DJI lancia una delle novità più attese della stagione. Gli Stati Uniti lanciano l'embargo su uno dei prodotti più popolari del mercato. Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott Wapner and the Investment Committee discuss the tech rebound as Microsoft and momentum get a big bounce, plus they debate the setup on Apple. The experts detail their latest portfolio moves. Josh Brown talks about his Best Stocks in the Market. The desk debates some of the day's biggest stock movers. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

George Tsilis and Marley Kayden break down Apple's (AAPL) 3rd quarter results. Shares fell in the postmarket despite what outgoing CEO Tim Cook called its "best quarter ever." The company posted adjusted EPS of $2.02 and revenue of over $109 billion, both beating estimates. However, its services revenue came in below expectations, as did its Greater China revenue.======== 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

John Blank breaks down Apple (AAPL) ahead of its earnings report, calling it a premier company while discussing how investors should approach the stock in the current environment. He shares his outlook on taking profits, letting the stock "sweeten" over the coming months, and what to watch as Tim Cook prepares for his final earnings call as CEO. Blank also discusses the key themes investors will be listening for on Apple's earning's call.======== 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

CNBC's MacKenzie Sigalos discusses Tim Cook reporting his final quarter as CEO of Apple after 15 years. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inside BlackRock's (BLK) historic bond deal funding Meta's (META) next data center. Plus, a watchlist of stocks for the pullback… These "non-AI" stocks are thriving… Energy bull should look offshore… Fauci's hearing… The Fed meeting… Tim Cook… And more. In this episode: Fireworks at Fauci's hearing [0:28] Will the Fed surprise the market with a rate hike? [7:06] Inside BlackRock's historic bond deal funding Meta's next data center [11:36] AI is getting hit, but the power thesis is alive and well [12:45] The pullback is creating several opportunities: Stocks to watch [17:39] Several non-AI stocks are trading at 52-week highs—here's why [24:14] Tim Cook should be on Mt. Rushmore of CEOs [29:08] Energy bulls should look offshore [37:21] GM and Ford were smart to get out of EVs [38:55] Our latest private placement deal for Curzio One members [43:10] This stock is perfectly positioned for the future of the film industry [56:15] Today's episode is brought to you by Savvy, the smarter way to book a vacation rental. Travelers save an average of $400 versus Airbnb and VRBO. Your unforgettable family vacation is waiting—and thanks to Savvy, you'll get the rental you want, at the prices you deserve! Savvy.com: Stay smarter. https://www.savvy.com/wsu Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  Chris examines Apple's new iPhone leasing program, arguing it's less about affordability and more about locking customers into predictable recurring revenue. He explains why Apple's strategy could reshape upgrade cycles and why CEO Tim Cook likely has the long-term economics already figured out.

En el programa de hoy hablamos del futuro de Apple. Analizamos las palabras de Tim Cook y el futuro CEO, John Ternus, sobre el relevo directivo. También repasamos la estrategia en Apple TV+ y por qué la compañía prefiere la calidad al volumen, además de su gran apuesta por el deporte con la vista puesta en la Fórmula 1.Por otro lado, llega el Apple Upgrade. Apple estrena en Estados Unidos, de la mano de Klarna, un sistema de leasing puro para sus equipos. Os cuento si se acabó comprar un iPhone, Mac o iPad al contado, repasando las cuotas, qué pasa cuando se acaba el contrato y las posibilidades de que este servicio llegue pronto a nuestro país.Para terminar, abordamos el desastre de privacidad de Claude. Te explico cómo un simple fallo técnico en esta inteligencia artificial ha provocado que miles de conversaciones privadas acaben expuestas en el buscador de Google.Te esperamos en Telegram y en nuestras redes sociales!!Mañana más y mejor!! Lo tenemos, va!!

On this episode of What Are Your Thoughts, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ preview earnings from Microsoft, Meta, Amazon, and Apple, breaking down the biggest questions facing the market: Is Azure growth enough to justify Microsoft's AI spending? Can Meta's AI investments keep powering ad growth? Will AWS reaccelerate? And what does Apple's capital-light AI strategy mean as Tim Cook prepares for his final earnings call as CEO? Plus: - Why the market keeps shrugging off bad news - The surprising relationship between stock momentum and earnings beats - The brutal selloff in semiconductors and Corning - Sam Altman's latest AI warnings and the Hugging Face controversy - The Fed, market resilience, and what to expect from SpaceX's first earnings call next week. This episode is sponsored by DBM⁠⁠⁠F. To learn more about the alternative solution for the model revolution check out: https://www.DBMF.com/WAYT Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠ DBMF Disclosure The Fund's investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, it may be obtained by visiting www.imgp.com. The iMGP DBi Managed Futures Strategy ETF is distributed by ALPS Distributors, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Jim Cramer and David Faber led off the show with the extension of the chip sector sell-off as AI jitters sparked buying in other groups: The software sector among the tech winners, while the Dow received a boost from Coca-Cola — whose earnings beat sent the stock to a record high.  Speaking of Dow components, Boeing CEO Kelly Ortberg joined the program to discuss the company's Q2 results and why the stock has slumped over the past twelve months. Also in focus: The anchors discussed where companies' AI capex budgets should fit into your investment strategy, Johnson & Johnson's $5.5 billion talc settlement, Meta-BlackRock AI data center partnership, Apple CEO Tim Cook and incoming CEO John Ternus on the red carpet.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In Nederland zijn vorig jaar 136 ransomware-aanvallen geregistreerd, tegenover 127 een jaar eerder. Dat blijkt uit de jaarlijkse rapportage van de Autoriteit Persoonsgegevens. De toezichthouder waarschuwt ook voor een andere trend: bij de aanvallen wordt steeds vaker data gestolen, waardoor de risico's voor slachtoffers op phishing en fraude toenemen. Verder introduceert Apple een leaseprogramma voor iPhones, iPads, Macs en de Apple Watch. Rosanne Peters vertelt erover in deze Tech Update. Volgens de toezichthouder wordt in de helft van de gevallen naast het versleutelen van bestanden ook data buitgemaakt. In een kwart van de gevallen slaan criminelen het versleutelen helemaal over en stelen ze alleen gegevens, om die zelf te gebruiken of door te verkopen. De AP adviseert organisaties een crisisplan op papier klaar te hebben liggen, dat plan regelmatig te testen, te zorgen voor een goed monitoringsysteem en bij een aanval direct deskundigen in te schakelen. Apple begint leaseprogramma voor hun producten Met Apple Upgrade kunnen klanten in de Verenigde Staten een iPhone, iPad, Mac of Apple Watch leasen in plaats van kopen. Een iPhone begint bij 18 dollar per maand, een Apple Watch bij 12 dollar. Na een looptijd van twaalf of vierentwintig maanden kunnen klanten het toestel teruggeven, inruilen voor een nieuwer model of het resterende bedrag betalen om het te houden. Wie twee jaar leaset, heeft dan nog niet de helft van de verkoopprijs afbetaald. Apple presenteert het programma als een manier om zijn producten voor meer mensen bereikbaar te maken, op een moment dat de prijzen stijgen door een tekort aan geheugenchips. CEO Tim Cook zei eerder dat de prijzen daarom omhoog moeten. Ondertussen ging de beurswaarde van Apple dinsdag voor het eerst door de grens van 5 biljoen dollar. Rapportage ransomware 2025 van de Autoriteit Persoonsgegevens AP roept organisaties op te leren van eerdere ransomwareaanvallen Privacywaakhond waarschuwt dat AI cyberaanvallen aanjaagt Apple gaat iPhones leasen vanaf 17,99 dollar via Klarna Voorwaarden en uitgesloten modellen van het programma Apple Upgrade Apple tweede bedrijf ooit met beurswaarde van 5 biljoen dollar Over de maker:Rosanne Peters is techredacteur en maakt De Grote Tech Show en De Technoloog. Sinds 2025 doet ze redactie- en productiewerk en is zij te horen in de Tech Update tijdens De Ochtend- en Avondspits. See omnystudio.com/listener for privacy information.

A.M. Edition for July 27. President Trump calls off a major escalation of strikes against Iran, amid efforts to revive diplomacy with Tehran and a debate over America's declining munitions stockpiles. Plus, Nvidia is in talks to provide a roughly $250 billion financial backstop for OpenAI to lease a massive data center project in Ohio. And WSJ tech reporter Amrith Ramkumar explains how dual lobbying efforts from Apple and Micron are putting the Trump administration in the center of a fight over access to Chinese memory chips. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It's a tech-heavy one today. Luke's suckling on the teet of Apple's Tim Cook, Pete's bought yet another esoteric Chinese phone and together the guys have devised a breakthrough sleep-monitoring application. Stop moaning, user, you've had a great night's kip.Elsewhere on yet another toasty Monday show: Pete's been flouting the no-eating laws of the studio, Luke's knackered from throwing his son about and robots have started beating each other up for human's enjoyment.Send us your latest stories, questions and comments here: hello@lukeandpeteshow.com.The Luke and Pete Show is the sometimes ridiculous, always funny podcast with Luke Moore and Pete Donaldson: two men who have time on their hands and a good idea of how to waste it. Subscribe to get your comedy podcast fix every Monday and Thursday. Hosted on Acast. See acast.com/privacy for more information.

Plus: Memory-chip maker CXMT soars in its stock-market debut to become the most valuable company listed in mainland China. And Wildfires threaten France's Bordeaux region. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

¿Será John Ternus el CEO que marcará una nueva era en Apple o simplemente un líder de transición? En este episodio analizamos su llegada al puesto de director ejecutivo y el enorme reto que supone suceder a Tim Cook. Repasamos la historia de los siete CEO que han dirigido Apple desde 1976 y el legado que cada uno dejó en la compañía. También exploramos el papel de Ternus en el desarrollo del Mac con Apple Silicon y su trayectoria dentro de Apple. Hablamos de los desafíos de la inteligencia artificial, la presión regulatoria y el futuro del iPhone. Analizamos el mercado del hardware y el impacto del aumento del coste de los componentes. Debatimos cuál podría ser la próxima gran categoría de producto que impulse el crecimiento de Apple. ¿Estamos ante un nuevo Steve Jobs, un nuevo Tim Cook o un CEO de transición? Todo ello acompañado de análisis, opinión y contexto histórico. ¡No olvides suscribirte y compartir tu opinión en los comentarios! #JohnTernus #Apple #CEO #TimCook #SteveJobs #AppleSilicon #AppleIntelligence #iPhone #WWDC #Tecnología ---------------------------------------------------------------------------------------------------- //Enlaces LOADING: Historias de la Tecnología https://podcasts.apple.com/es/podcast/loading-historias-de-la-tecnolog%C3%ADa/id6789452238 Web https://loadinghistorias.com/ Next Wave Today https://podcasts.apple.com/es/podcast/next-wave-today/id6788528611 Web https://nextwave.today/ ---------------------------------------------------------------------------------------------------- PARTICIPA EN DIRECTO Deja tu opinión en los comentario ---------------------------------- ¿TE GUSTÓ EL EPISODIO? ✨ Dale LIKE SUSCRÍBETE y activa la campanita para no perderte nada COMENTA COMPARTE con tus amigos Applelianos ---------------------------------- SÍGUENOS EN TODAS NUESTRAS PLATAFORMAS: YouTube: https://www.youtube.com/@Applelianos Telegram: https://t.me/+Jm8IE4n3xtI2Zjdk X (Twitter): https://x.com/ApplelianosPod Facebook: https://www.facebook.com/applelianos Apple Podcasts: https://apple.co/39QoPbO ----------------------------------

Michelle Flynn was living the recruitment dream. Twenty placements a month as a solo recruiter. Working 9:30 to 4:30. Every single client on exclusive, no staff, no cold calls, and a seat inside her clients' offices where offers closed almost on autopilot. Then, three months after her wedding, at age 39, she woke up with a severe pain down the left side of her chest and hit the floor. Her husband thought he had lost her.

The Pirate Street Journal takes a sharp look at business through the category design lens, and this episode delivers three stories that reveal how the decisions made today will define economic winners and losers for decades. From data center legislation in New York to Apple raising prices and a Costco cashier becoming a millionaire, each story points to the same underlying truth: the category you choose matters more than almost anything else. Whether you are a governor, a tech executive, or an hourly worker, picking the right side of the S-curve is everything. This is just one of the topics that Pirates Christopher Lochhead, Eddie Yoon and Bri Clark discuss on this episode of Pirate Street Journal. Each week, the Category Pirates pick three headlines worth paying attention to and break down the category underneath. You're listening to Christopher Lochhead: Follow Your Different. We are the real dialogue podcast for people with a different mind. So get your mind in a different place, and hey ho, let's go.   New York Said No to Data Centers and It Will Pay the Price On July 10th, New York became the first state in America to ban new data centers, with Governor Kathy Hochul signing a freeze on permits for hyperscale facilities for up to a full year. She cited higher power bills, water use, and grid strain as her reasons. Meanwhile, legislation is already being introduced to extend that freeze to three years. This is happening at the same time a study revealed New York has lost $11 billion in taxes due to millionaires leaving the state, and the city recently implemented rent control that has effectively killed new housing development. Compare that to Boise, Idaho, where four people started a memory chip company called Micron in the basement of a dental office back in 1978. Today, Micron employs more than 6,000 people, stands as the third largest private employer in Idaho, and just committed to a $15 billion expansion, the largest private investment in the state’s history. One town said yes 48 years ago and is still cashing that check. The next Boise could be anywhere someone decides to welcome the future, including, perhaps, the Big Island of Hawaii. The smarter move for any governor would not be a blanket freeze but a proof of concept, a small data center pilot that generates real-world data instead of relying on academic spreadsheets. Governors today have more power and agency than they may realize, and the choice between welcoming AI infrastructure or blocking it is really a choice between the future and the past.   Apple’s Price Hikes Signal the Return of On-Premise AI Apple recently raised prices across its lineup, with the Mac Studio jumping $1,300 and even entry-level MacBooks climbing $100. Tim Cook called the memory shortage a hundred-year flood, and he is not entirely wrong. DRAM and NAND prices surged roughly 60% last quarter and are projected to climb another 13 to 18% this quarter, with some analysts expecting memory costs to double again before the cycle ends. The AI hardware boom is still in its early innings, and anyone due for an upgrade should know that prices are only heading one direction. But the deeper story here is about data ownership and the return of on-premise computing. When businesses send their data into cloud-based AI platforms, those platforms can see everything. The controversy around Anthropic launching a product that competed directly with Cursor, a development tool built on top of Anthropic’s cloud, illustrated exactly why enterprises cannot afford to hand over their intellectual capital. Goldman Sachs, Merck, Citibank, none of them can afford to have an AI provider see their most sensitive work and potentially act on it. Apple’s privacy-first approach and its push to run more AI directly on device is not just a marketing position. It is a strategic response to a real problem. As LLMs commoditize, Apple is positioning itself as the gateway that routes your queries to the right model for the right task, while keeping your data on your device and out of someone else’s servers. Dell is also worth watching here, as its infrastructure business is growing at 40% while its consumer hardware grows at just 5%, a clear signal that the on-prem shift is accelerating.   The Costco Cashier Proves Category Kings Build Millionaires The Wall Street Journal ran a story about a Costco cashier who makes $32.90 an hour, started at $5.85 back when it was still Price Club, owns a three-bedroom home with a pool, and has a 401(k) worth over one million dollars. He is not an outlier. Costco’s CFO confirmed that many thousands of their hourly workers have crossed the seven-figure mark in retirement savings, and the company’s annual turnover sits at just 7% compared to a retail industry average of 60%. This story is really about category design in action. Costco became a category king in retail by capping its markups at 15% when every other retailer was charging 35 to 40%, offering generous health benefits even to part-timers, and building a culture that retains people for decades. When you combine low turnover with a growing stock, mission-driven leadership, and a business model that serves customers, employees, and investors simultaneously, you get the kind of compounding wealth that turns a cashier into a millionaire. The lesson applies whether you are scanning groceries or launching a startup. The category you pick matters more than the salary on your offer letter. Finding a company on the left side of the S-curve, one that treats its customers, its people, and its investors well while still growing, is the real career decision. The title and the paycheck matter far less than whether the category you join is heading toward abundance or quietly flatlining on the way down. To hear about all the topics in this week's The Pirate Street Journal, download and listen to this episode. You can also read more Pirate Street Journal entries in the Category Pirates newsletter.   We hope you enjoyed this episode of Christopher Lochhead: Follow Your Different™! Christopher loves hearing from his listeners. Feel free to email him, connect on Facebook, X (formerly Twitter), LinkedIn, and subscribe on Apple Podcast / Spotify!

Depuis l'arrivée de la puce M1 en 2020, Apple avançait avec un calendrier presque parfaitement régulier. Mais cette mécanique semble désormais s'emballer. Selon Mark Gurman, de Bloomberg, la firme aurait déjà terminé la conception de sa puce M7, seulement six mois après celle de la M6, alors même que les premiers produits équipés de cette dernière ne sont pas attendus avant la fin de 2026.La feuille de route reste officieuse, Apple n'ayant rien confirmé. Les premiers Mac dotés d'une puce M6 arriveraient donc à la fin de cette année, avant une génération M7 dès le début de 2027. Les versions M7 Pro et M7 Max suivraient à la fin de 2027, puis le M7 Ultra en 2028. La génération M6 pourrait ainsi connaître une carrière particulièrement courte. Apple aurait même abandonné les versions M6 Pro et Max afin d'accélérer le passage à la génération suivante. Pour Mark Gurman, cette cadence montre surtout que l'intelligence artificielle ne constitue plus une simple fonction ajoutée aux processeurs Apple : elle influence désormais directement leur architecture et leur calendrier de développement.Le chiffre le plus spectaculaire concerne la mémoire. Le futur M7 Ultra serait conçu pour gérer jusqu'à 1,5 téraoctet de mémoire unifiée. Dans les Mac Apple Silicon, cette mémoire est partagée entre le processeur central et la puce graphique, ce qui facilite le traitement de charges lourdes. Une telle capacité représenterait environ le double de celle envisagée pour le M5 Ultra et l'équivalent de la mémoire de 96 MacBook Air d'entrée de gamme réunis. Mais rien ne garantit qu'Apple commercialisera réellement cette configuration. La décision dépendra du marché des composants, alors que la mémoire reste rare et coûteuse. Tim Cook a déjà justifié de récentes hausses de prix des Mac par l'augmentation du coût de la RAM.Une machine équipée de 1,5 téraoctet cumulerait donc tous les facteurs inflationnistes : beaucoup de mémoire, sur un composant cher, dans un produit très haut de gamme. Aucun prix n'a filtré, mais les options mémoire d'Apple sont déjà coûteuses en temps normal. Le Mac Studio devrait, lui, attendre 2028 pour sa véritable transformation. La version M5 Ultra prévue cette année serait surtout une évolution mineure. Le futur modèle pourrait adopter un nouveau design et un refroidissement renforcé pour supporter les traitements d'intelligence artificielle réalisés directement sur la machine. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Apple acaba de volver a convertirse en la empresa más valiosa del planeta y todo ocurre justo cuando Tim Cook está a punto de dejar el cargo de CEO.En este episodio repasamos la demanda contra OpenAI, el acuerdo entre Apple e Intel, las inversiones de TSMC en Estados Unidos, los nuevos rumores del iPhone, la expansión de Apple Intelligence, los problemas de iOS 26.6, el aumento de precios de los Mac y el sorprendente cierre de la era Tim Cook.¿Casualidad o un plan que llevaba años construyéndose?

Tesla dropped a 216-page impact report, and while most people were expecting a flashy product announcement, what they got was something far more strategic. The Pirate Street Journal team broke down three major themes from the report: privacy, climate, and safety innovation. Viewed through the category design lens, each topic reveals how Tesla is not just building cars but actively designing and dominating an entirely new category of company. Here is what stood out and why it matters beyond the headlines. This Breaking News is brought to you buy the Pirates Christopher Lochhead, Eddie Yoon and Bri Clark on this episode of Pirate Street Journal. Each week, the Category Pirates pick three headlines worth paying attention to and break down the category underneath. You're listening to Christopher Lochhead: Follow Your Different. We are the real dialogue podcast for people with a different mind. So get your mind in a different place, and hey ho, let's go.   Tesla Is Building Privacy Into Its DNA Tesla has published its privacy principles, promising customers data choices, transparency, and personal data protection. This mirrors the playbook Tim Cook ran at Apple for a decade, turning privacy into a marketing weapon and a category moat. The difference is that Apple’s product can sit in a drawer. Tesla’s product watches the road, monitors the cabin, and tracks your location every mile you drive, making the privacy commitment far more consequential. The deeper lesson here applies to every AI company operating today. As technology becomes more embedded in daily life, through scheduling agents, health monitors, and connected vehicles, trust becomes the foundation everything else is built on. Tesla charging a premium for its vehicles removes the incentive to monetize user data as a commodity, which is exactly the structural choice that creates lasting category leadership.   Tesla Invented the Climate Scoreboard It Now Leads Tesla reported that its customers avoided emitting 37 million metric tons of CO2 in 2025, equivalent to taking roughly 8 million gas-powered cars off the road. What makes this remarkable is not just the number but the fact that Tesla created the metric itself. Legacy automakers do not report avoided emissions because they never built a product that made the concept relevant. Tesla built the scoreboard and then placed itself at the top of it. There is also a broader cultural opportunity emerging here. The environmental conversation has fractured to the extremes, leaving a wide open space for what might be called the sensible environmentalist, someone who wants a strong economy and a cleaner world simultaneously. Tesla, whether intentionally or not, is occupying that center ground by delivering measurable environmental impact through a for-profit, product-driven model that operates within free market principles.   Tesla Is Turning Safety Into Updatable Software Tesla’s airbags deploy up to 70 milliseconds before impact, while conventional airbags deploy roughly 50 milliseconds after impact. That combined gap of 120 milliseconds translates to about six feet of additional protection at highway speeds, potentially reducing crash force by as much as 25 percent. With approximately 36,000 fatal crashes occurring in the United States each year, even a meaningful percentage reduction in fatalities represents billions of dollars in societal value and, more importantly, thousands of lives. What separates Tesla from traditional automakers is that its safety systems are not frozen in place at the factory. Because crash response runs through the same over-the-air update pipeline used for new features, a Tesla can theoretically become safer after purchase. This transforms safety from a fixed specification into a living software product, and it represents one of the clearest examples of how Tesla continues to redefine what a car company can be at a foundational level. To hear about this breaking news on The Pirate Street Journal, download and listen to this episode. You can also read more Pirate Street Journal entries in the Category Pirates newsletter.   We hope you enjoyed this episode of Christopher Lochhead: Follow Your Different™! Christopher loves hearing from his listeners. Feel free to email him, connect on Facebook, X (formerly Twitter), LinkedIn, and subscribe on Apple Podcast / Spotify!

Ben and Tom discuss President Trump looking "very strongly" at Australia's mandatory 12% employer-contribution retirement model as a potential answer to the US entitlement problem, and Apple filing a "thermonuclear" lawsuit alleging that OpenAI systematically poached talent and stole trade secrets in one of Tim Cook's last major moves as CEO — echoing Steve Jobs' 2010 declaration of war against Google over Android.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

El viernes pasado Apple presentó ante un tribunal federal de California una demanda contra OpenAI por robo de secretos comerciales. La acusación apunta a dos ex empleados de la compañía de Cupertino, Tang Yew Tan, hoy jefe de hardware de OpenAI y antiguo vicepresidente de diseño del iPhone y el Apple Watch, y Chang Liu, ingeniero eléctrico que pasó más de ocho años en Apple antes de marcharse en enero de este año. Ambos habrían orquestado un plan coordinado para sustraer información confidencial destinada a la incursión de OpenAI en el hardware de consumo. Apple no reprocha que OpenAI fiche a sus ingenieros, algo que es legal, sino que estos se llevaran archivos, planos y piezas físicas. Según la demanda, Tan convertía las entrevistas de trabajo en sesiones de extracción de datos, mencionaba proyectos secretos por su nombre en clave y pedía a los candidatos presentaciones técnicas detalladas e incluso piezas reales de Apple, baterías y placas. Uno de los aspirantes confesó que ignoraba que ese material pudiera sacarse del laboratorio. Liu no devolvió su portátil al marcharse de Apple y aprovechó una vulnerabilidad para seguir accediendo a la nube interna mientras ya cobraba de OpenAI, algo que celebró por escrito entre risas. Apple habla también de un manual de evasión que enseñaba a los empleados que se iban a esquivar los controles de seguridad. Más de 400 antiguos trabajadores de Apple están hoy en OpenAI, un éxodo de dimensiones bíblicas. El hecho es que Apple y OpenAI son socios desde 2024 cuando anunciaron la integración de ChatGPT en Siri. El idilio no duró mucho, se torció cuando OpenAI compró io Products, la startup de Jony Ive, por 6.500 millones de dólares. La verdadera razón de la demanda es que OpenAI prepara una nueva clase de dispositivo que aspira a enterrar al teléfono, no a competir con él. Esto inevitablemente recuerda a 2010, cuando Steve Jobs anticipó una guerra termonuclear contra Android por considerarlo un producto robado. La cuestión es que Apple ha sido acusada tantas veces de apropiarse de ideas ajenas que a muchos les resulta sorprendente que el ladrón se rasgue las vestiduras de un modo tan ruidoso. Pero Apple no está en su mejor momento, se ha demostrado incapaz de desarrollar una IA propia y tiene que depender de otros, ahora de ChatGPT y en el futuro del Gemini de Google. La demanda llega en el peor momento para OpenAI que libra batallas legales en varios frentes. Un juez desestimó el 15 de junio una demanda similar de xAI, precedente que ahora puede utilizar a su favor. El Estado de Florida denunció a la empresa el mes pasado por su comercialización agresiva entre menores, y persisten los casos por derechos de autor con periódicos y autores. El caso supone además una transición simbólica. La demanda ha sido una de las últimas decisiones de Tim Cook antes de ceder el mando a John Ternus. Cook se despide lanzando un misil contra un socio convertido en rival. Los pleitos pueden entorpecer al enemigo, pero las guerras se ganan con productos, y ahí Apple lleva tiempo tropezando frente a quien no quiere un teléfono mejor, sino un mundo donde el teléfono ya no haga falta. En La ContraRéplica: 0:00 Introducción 3:40 Apple contra ChatGPT 32:51 Comodidad y propiedad 36:46 Empresas contra el consumidor 44:49 Volverá el soporte físico · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #apple #chatgpt Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

Apple is escalating its fight with OpenAI as questions grow over trade secrets, AI hardware, and whether the next generation of devices could threaten the iPhone's dominance.Chuck Zodda and Mike Armstrong break down Apple's lawsuit against OpenAI, why the timing matters as Tim Cook prepares to step aside, and how OpenAI's delayed IPO could make the company more vulnerable. They also discuss warnings from economists about AI-driven job losses, why retraining programs may struggle to keep up, how the U.S. Strategic Petroleum Reserve is being strained by repeated drawdowns, what renewed pressure on oil supplies could mean for energy security, and why Disney's live-action remake strategy may be running out of steam.

In this episode, Ray Cochrane breaks down AI distillation, the teacher-student technique frontier labs now lean on to train smaller, cheaper models. He also covers GPT-5.6’s government-vetted rollout, Claude Sonnet 5 landing on AWS, Maryland’s two-year data center pause, and Microsoft’s climbing carbon numbers. Finally, he wraps with Apple’s $30 billion Broadcom deal, Meta’s tamper-proof recording light, Michigan’s parasite outbreak, and a simulation that erased a super El Niño. – Want to start a podcast? Its easy to get started! Sign-up at Blubrry – Thinking of buying a Starlink? Use my link to support the show. Subscribe to the Newsletter. Email Ray if you want to get in touch! Like and Follow Geek News Central’s Facebook Page. Support my Show Sponsor: Best Godaddy Promo Codes Get 1Password Full Summary Cochrane opens with a quick personal update. Longer days have him outdoors, including a float trip on the Sandy River at Dabney State Park, where he found clearer water, clay-like sand, and easy footing. Next week brings both a move and a trip home, so he is stocking up on Trader Joe’s “Power Berries” and IKEA bags at his mom’s request. Then he turns to the lead story. AI Distillation Explained: How Frontier Models Teach Each Other Cochrane’s featured story comes from Hugging Face engineer Sergio Paniego. Distillation is teacher-student training for AI: a capable model generates the training signal, and a smaller student learns to match it. The classic off-policy version compresses giant models into cheap students, either through soft labels or piles of worked answers. Google’s Gemma models and DeepSeek’s R1-Distill line were built exactly this way. However, the industry is now converging on multi-teacher on-policy distillation, or MOPD. Labs build reinforcement-learning specialists for math, coding, and agentic work, then have them grade a single student, word by word, as the student generates its own answers. DeepSeek-V4, MiMo-V2-Flash, and NVIDIA’s Nemotron 3 Ultra all run versions of the recipe, and the Qwen3 team reported better results at roughly a tenth of the GPU hours of raw reinforcement learning. Finally, self-distillation lets models like Cursor’s Composer 2.5 learn from better-prompted versions of themselves. Sponsor: GoDaddy Economy hosting $6.99/month, WordPress hosting $12.99/month, domains $11.99. Website builder trial available. Use codes at geeknewscentral.com/godaddy to support the show. GPT-5.6 Arrives With a Government-Vetted Rollout OpenAI shipped GPT-5.6 as a three-tier family: Sol, Terra, and Luna. Sol costs five dollars in and thirty dollars out per million tokens, half of Claude Fable 5’s rate. The benchmarks split: Sol Ultra wins Terminal-Bench at 91.9 percent, while Claude Fable 5 still leads SWE-Bench Pro. Notably, the API launched in limited preview to roughly 20 partners vetted by the U.S. government, though the model went live in Microsoft 365 Copilot on day one. Claude Sonnet 5 Lands on AWS, Plus Quick AWS Wins Claude Sonnet 5 arrived on AWS through Bedrock, pitched as top-tier intelligence at Sonnet pricing. Additionally, Amazon WorkSpaces for AI agents reached general availability, enabling agents to drive full desktop applications securely. OpenSearch gained a log-analytics engine claiming four times the price-performance, and SageMaker now scales inference about twice as fast. Cochrane also flags that Kendra and Q Business move to maintenance mode at the end of July. Anthropic Wants You to Reflect on Your Claude Habits Anthropic launched Reflect, a beta feature that analyzes your past Claude conversations and visualizes how you actually use the assistant. It requires Memory, excludes incognito and health-related chats, and keeps its insights inside the tool. Cochrane loves the idea. He reviews his own transcripts to extract prompt patterns and turn them into reusable skills, and he suggests listeners simply ask their AI to do the same. AlphaEvolve Goes GA on Google Cloud Google made AlphaEvolve generally available to Google Cloud customers on the Gemini Enterprise Agent Platform. The agent acts as an evolutionary collaborator: provide a baseline algorithm and your goals, and it searches for better, human-readable code. BASF, JetBrains, and Kinaxis are the named early adopters. Meanwhile, Cochrane renews his standing wish that DeepMind release AlphaGo as a playable teacher. Google Adds “How This Ad Was Made” AI Labels Google is adding a “How this ad was made” section to My Ad Center across Search, YouTube, and Discover. Ads built with Google’s own AI tools automatically get the disclosure, backed by invisible watermarks. However, ads made with outside tools rely on advertiser self-declaration. Cochrane points out the limits of voluntary disclosure in an AI-flooded content economy. Microsoft’s Carbon Emissions Climb 25 Percent Microsoft’s new sustainability report shows emissions up 25% in 2025, driven by a data center construction spree. The gross figure is 34 million metric tons before offsets, while other coverage puts the net figure at around 20 million. Water consumption also jumped thirty-four percent, even as Microsoft claims its first water-positive year. Cochrane argues regulation needs to catch up, since Google and Amazon report similar increases. Prince George’s County Pauses Data Centers for Two Years Prince George’s County adopted a two-year moratorium on new data center development, the longest pause in Maryland so far. The resolution blocks new applications, including hyperscale projects, until the council passes real regulations. Water and energy impacts remain open questions the county intends to study. Cochrane gives kudos to residents for making their voices heard. Apple and Broadcom Ink a $30 Billion U.S. Chip Deal Apple is expanding its partnership with Broadcom with a multiyear agreement expected to exceed $30 billion. The deal covers custom silicon and wireless components, with more than fifteen billion chips to be made on American soil. Broadcom’s Fort Collins, Colorado plant anchors the work with a $1.5 billion equipment expansion. Tim Cook framed the deal as accelerating Apple’s commitment to American manufacturing. MSI and Intel Ship the First Arc G3 Extreme Handheld Intel detailed how it co-engineered the MSI Claw 8 EX AI+, the first handheld on the Arc G3 Extreme processor. Highlights include a heat-spreading board layout and game-tuning loops that Intel says run Cyberpunk 2077 up to thirty-seven percent faster. The device is on sale now in void purple for around $1,500. At that price, Cochrane jokes he would rather buy a computer. Meta’s Glasses Get a Tamper-Proof Recording Light Meta answered the most common privacy questions about its AI glasses. Photos stay private on the device until the wearer imports or shares them, and a white capture LED blinks during any recording with no off switch. Moreover, newer glasses disable the camera if the LED is blocked, tampered with, or destroyed. Cochrane reminds listeners these claims are Meta grading its own homework, but the blink signal is worth recognizing in public. Michigan’s Parasite Outbreak Tops 1,200 Cases Michigan’s cyclosporiasis outbreak reached 1,251 cases since June 22, with roughly forty hospitalizations along the way. Northwest Ohio adds more than five hundred cases. The parasite typically spreads through contaminated fresh produce, and investigators still have not found the source. Cochrane’s advice: wash your produce, and get tested if your symptoms fit. AI Finds the San Andreas Fault’s Silent Slips Researchers paired AI with borehole strainmeters to detect dozens of hidden slow-slip events beneath the San Andreas Fault’s Parkfield section. Each silent slip releases stress within hours and is reliably followed by low-frequency earthquakes. Together, the findings support a continuous spectrum from silent creep to destructive quakes. The study appears in Nature Communications, and Cochrane hopes it will lead to better earthquake prediction. Cloud Brightening Erased a Super El Niño, in a Simulation Finally, a Science Advances study simulated marine cloud brightening in response to the 1997 and 2015 super El Niño events. Seeding clouds over the eastern Pacific erased the events entirely inside the model. Real deployment would take roughly 2,400 ships spraying continuously, and the simulations showed side effects like extra warming over Europe and Asia. Cochrane finds the weather-machine concept fascinating, yet he questions the consequences of altering cycles the planet runs for a reason. The post AI Distillation: How Frontier Models Teach Each Other #1870 appeared first on Geek News Central.

In 2001, with Apple struggling and its stock tanking, Steve Jobs told his board and executive team they were opening retail stores. Every person in the room thought he was crazy. In this episode of DarrenDaily On-Demand, Darren Hardy uses that lonely decision to expose what really separates a visionary founder from a great CEO. Drawing on Michael Porter, Best Buy's Hubert Joly, and Tim Cook's own definition of the role, Darren breaks down the four jobs of a CEO, strategy, leadership team, culture, and capital allocation, and reveals the one most entrepreneurs are weakest at. Get more personal mentoring from Darren each day. Go to DarrenDaily at http://darrendaily.com/join to learn more.

The aftermath of Apple's price hikes. Apple is taking its fight against Epic to the Supreme Court. More AI features coming to Apple's Creature Studio. And Apple is showing confidence in its upcoming iPhone Fold, expecting to sell 10 million units! America is having MacBook sticker shock. MacBook price hikes expected to contribute to 13.6% drop in global laptop shipments. Apple weighs buying RAM from two blacklisted Chinese suppliers to curb rising costs. Broadcom and Apple extend custom silicon pact to 2031. iPhone 18 Pro leaks: Qualcomm or Apple C2 model, A20 details, camera upgrades. Apple takes Epic fight over app store fees to the Supreme Court. Tim Cook's government liaison position comes into focus before stepping down as Apple CEO. Apple in Russia's crosshairs again, facing $52M fine for not installing state-required apps. If you wanted more AI in Apple's Creator Studio, Tuesday's update gives it to you. Safari's new MCP server lets coding agents inspect and debug websites. Siri AI can pull info from third-party apps in the latest developer beta. Apple to launch 5 new iPhone models to gain market share amid memory crunch. Confident Apple increases its iPhone Fold orders to 10 million. Apple TV teases major new sci-fi series: Neuromancer. iPhone 17 Pro Max buried in America's 250th anniversary time capsule: to be opened in 2276. Picks of the Week Glenn's Pick: Turtles! Jason's Pick: Default Folder X Andy's Pick: Readest Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Glenn Fleishman Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT joindeleteme.com/twit promo code TWIT

The aftermath of Apple's price hikes. Apple is taking its fight against Epic to the Supreme Court. More AI features coming to Apple's Creature Studio. And Apple is showing confidence in its upcoming iPhone Fold, expecting to sell 10 million units! America is having MacBook sticker shock. MacBook price hikes expected to contribute to 13.6% drop in global laptop shipments. Apple weighs buying RAM from two blacklisted Chinese suppliers to curb rising costs. Broadcom and Apple extend custom silicon pact to 2031. iPhone 18 Pro leaks: Qualcomm or Apple C2 model, A20 details, camera upgrades. Apple takes Epic fight over app store fees to the Supreme Court. Tim Cook's government liaison position comes into focus before stepping down as Apple CEO. Apple in Russia's crosshairs again, facing $52M fine for not installing state-required apps. If you wanted more AI in Apple's Creator Studio, Tuesday's update gives it to you. Safari's new MCP server lets coding agents inspect and debug websites. Siri AI can pull info from third-party apps in the latest developer beta. Apple to launch 5 new iPhone models to gain market share amid memory crunch. Confident Apple increases its iPhone Fold orders to 10 million. Apple TV teases major new sci-fi series: Neuromancer. iPhone 17 Pro Max buried in America's 250th anniversary time capsule: to be opened in 2276. Picks of the Week Glenn's Pick: Turtles! Jason's Pick: Default Folder X Andy's Pick: Readest Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Glenn Fleishman Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT joindeleteme.com/twit promo code TWIT

The aftermath of Apple's price hikes. Apple is taking its fight against Epic to the Supreme Court. More AI features coming to Apple's Creature Studio. And Apple is showing confidence in its upcoming iPhone Fold, expecting to sell 10 million units! America is having MacBook sticker shock. MacBook price hikes expected to contribute to 13.6% drop in global laptop shipments. Apple weighs buying RAM from two blacklisted Chinese suppliers to curb rising costs. Broadcom and Apple extend custom silicon pact to 2031. iPhone 18 Pro leaks: Qualcomm or Apple C2 model, A20 details, camera upgrades. Apple takes Epic fight over app store fees to the Supreme Court. Tim Cook's government liaison position comes into focus before stepping down as Apple CEO. Apple in Russia's crosshairs again, facing $52M fine for not installing state-required apps. If you wanted more AI in Apple's Creator Studio, Tuesday's update gives it to you. Safari's new MCP server lets coding agents inspect and debug websites. Siri AI can pull info from third-party apps in the latest developer beta. Apple to launch 5 new iPhone models to gain market share amid memory crunch. Confident Apple increases its iPhone Fold orders to 10 million. Apple TV teases major new sci-fi series: Neuromancer. iPhone 17 Pro Max buried in America's 250th anniversary time capsule: to be opened in 2276. Picks of the Week Glenn's Pick: Turtles! Jason's Pick: Default Folder X Andy's Pick: Readest Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Glenn Fleishman Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT joindeleteme.com/twit promo code TWIT

The aftermath of Apple's price hikes. Apple is taking its fight against Epic to the Supreme Court. More AI features coming to Apple's Creature Studio. And Apple is showing confidence in its upcoming iPhone Fold, expecting to sell 10 million units! America is having MacBook sticker shock. MacBook price hikes expected to contribute to 13.6% drop in global laptop shipments. Apple weighs buying RAM from two blacklisted Chinese suppliers to curb rising costs. Broadcom and Apple extend custom silicon pact to 2031. iPhone 18 Pro leaks: Qualcomm or Apple C2 model, A20 details, camera upgrades. Apple takes Epic fight over app store fees to the Supreme Court. Tim Cook's government liaison position comes into focus before stepping down as Apple CEO. Apple in Russia's crosshairs again, facing $52M fine for not installing state-required apps. If you wanted more AI in Apple's Creator Studio, Tuesday's update gives it to you. Safari's new MCP server lets coding agents inspect and debug websites. Siri AI can pull info from third-party apps in the latest developer beta. Apple to launch 5 new iPhone models to gain market share amid memory crunch. Confident Apple increases its iPhone Fold orders to 10 million. Apple TV teases major new sci-fi series: Neuromancer. iPhone 17 Pro Max buried in America's 250th anniversary time capsule: to be opened in 2276. Picks of the Week Glenn's Pick: Turtles! Jason's Pick: Default Folder X Andy's Pick: Readest Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Glenn Fleishman Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT joindeleteme.com/twit promo code TWIT

The aftermath of Apple's price hikes. Apple is taking its fight against Epic to the Supreme Court. More AI features coming to Apple's Creature Studio. And Apple is showing confidence in its upcoming iPhone Fold, expecting to sell 10 million units! America is having MacBook sticker shock. MacBook price hikes expected to contribute to 13.6% drop in global laptop shipments. Apple weighs buying RAM from two blacklisted Chinese suppliers to curb rising costs. Broadcom and Apple extend custom silicon pact to 2031. iPhone 18 Pro leaks: Qualcomm or Apple C2 model, A20 details, camera upgrades. Apple takes Epic fight over app store fees to the Supreme Court. Tim Cook's government liaison position comes into focus before stepping down as Apple CEO. Apple in Russia's crosshairs again, facing $52M fine for not installing state-required apps. If you wanted more AI in Apple's Creator Studio, Tuesday's update gives it to you. Safari's new MCP server lets coding agents inspect and debug websites. Siri AI can pull info from third-party apps in the latest developer beta. Apple to launch 5 new iPhone models to gain market share amid memory crunch. Confident Apple increases its iPhone Fold orders to 10 million. Apple TV teases major new sci-fi series: Neuromancer. iPhone 17 Pro Max buried in America's 250th anniversary time capsule: to be opened in 2276. Picks of the Week Glenn's Pick: Turtles! Jason's Pick: Default Folder X Andy's Pick: Readest Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Glenn Fleishman Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: blackhat.com/us-26 and use code TWIT joindeleteme.com/twit promo code TWIT

DR1THINGS WE MISSEDThe meritocracy is still a lie: ‘Don't look at the résumé': Elon Musk admits he's ‘fallen prey' to flashy credentials and says conversation matters most when hiring“Generally, what I tell people—I tell myself, I guess, aspirationally—is, don't look at the résumé,” he said. “Just believe your interaction. The résumé may seem very impressive…but if the conversation after 20 minutes is not ‘Wow,' you should believe the conversation, not the paper.”“I think goodness of heart is important.”Four Black women. Nine degrees. Not one steady paycheck.The president promised to save “Black jobs,” but his policies have resulted in fresh pain for the Black middle class as the employment gap widens.Study: Women are more likely to get hired after taking GLP-1sZuck still sucks: Mark Zuckerberg Sure Sounds Eager to Get Young People Hooked on Online GamblingThe Meta CEO is developing a social network betting market app—and wants help from Polymarket and Kalshi.Starbucks “Actively Reassessing” 2030 Climate GoalStarbucks initially unveiled its climate goal in 2020, targeting a 50% reduction in Scope 1, 2 and 3 emissions by 2030, on a 2019 basis.While the company's impact report indicates that it has succeeded in cutting operational emissions, with Scope 1 and 2 falling 17% since 2019, wider value chain emissions have continued to climb, with Scope 3 rising by 8% since 2019. With Scope 3 accounting for over 90% of overall emissions, Starbucks has seen its GHG footprint grow by 7% overall since 2019.The reassessment of the goal comes as the company takes “a fresh, comprehensive look at our sustainability goals,” according to a blog post by Starbucks' Chief Sustainability and Social Impact Officer Kelly Goodejohn, as part of the company's ‘Back to Starbucks' strategy initiated by CEO Brain Niccol. From the Impact Report:Overall Grants from the Starbucks FoundationFY25 $13.6M ($31M)FY24 $21.4M ($96M)Delaware Court of Chancery Interprets New Section 144 and Applies Heightened Presumption of Director IndependenceThe Opinion arose in a common context in Delaware stockholder litigation: claims over director and management compensation. In the decision, Vice Chancellor Lori W. Will applied, for the first time, the statute's heightened presumption of independence for directors of public companies determined by the board to be independent under the relevant NYSE or Nasdaq listing standards to dismiss derivative claims on demand futility grounds.In conducting the demand futility analysis, which looks to whether a majority of the board can independently consider a stockholder demand to bring derivative litigation, the Court reasoned that the new statutory language requiring a plaintiff to plead “substantial and particularized facts” to rebut the “heightened” presumption of independence sets a higher bar than under pre-existing law. Specifically, the Court held that the addition of “substantial” to the existing standard that already required particularized facts meant that “a plaintiff must plead specific, non-conclusory facts of sufficient qualitative significance to support a reasonable inference of a material interest or relationship that would impair the director's objective judgment.” The Court was clear that it is not a matter of quantity but rather quality, observing that “a collection of trivial facts” will not rise to the level of materiality required to satisfy this “heightened” standard. Applying that standard to the facts in the case, the Court concluded that the plaintiff's allegations of various overlapping board positions, overlapping investments, and other “business ties” with the company's founder and non-executive chairman were not sufficiently material.DR2The Boardroom Buy-InThe Taser CEO Who Says AI Is the Future of PolicingTaser and body-cam king Rick Smith is betting Axon's dominance—and his own pay package—on his tech-driven vision66% influenceRick Smith: Every 30 seconds one of his Tasers is fired by somebody in the U.S., usually a police officer.The pay package he and his board put together catapulted him to the top of last year's list of the highest-paid CEOs, with a compensation package valued at $164.4 million.33% no 2025; 10% no 2026Smith has already hit three of seven goals. At the end of 2025, Axon estimated the shares underlying the full award could be worth nearly $386 million.IN: Not a dictatorshipOne share one voteBlackRock 9.3%The Vanguard Group 11.6%Patrick Smith 3.5 %OUT: Patrick Smith 66% influence MMWith Chair Michael Garnreiter (2006-); sits on Audit, Compensation Committee, and Nominating committeesCompensation Committee chair Hadi Partovi (2010-): Smith (‘91) and Partovi (‘94) both members of the Theta Eta chapter of Sigma Chi at HarvardOUT: Patrick Smith ignores his board: In the wake of the tragic 2022 school shooting in Uvalde, Texas, Smith announced that Axon would begin developing Taser-equipped drones that could fly into classrooms to incapacitate active shooters.This decision was made unilaterally, bypassing Axon's own independent AI Ethics Board.The board issued a rare, public rebuke of Smith, accusing him of "trading on the tragedy" of school shootings to push a dangerous idea.Consequently, 9 of the 12 ethics board members resigned in protest, citing a total loss of faith in Axon's ability to act responsibly.Smith was forced to publicly back down and pause the project. IN: The CEO Performance award was specifically voted on in 2024 and passed, barely, but it passed: 50.1% yesNintendo Boss to Give Sweeping 10% Salary Raise to Retain EmployeesWhile most of the players in the gaming industry continue to hemorrhage jobs, Nintendo is opting to take a different path. The Kyoto-based gaming giant has recently announced a 10% increase to base salaries for its employees, a move that highlights its commitment to talent retention while everyone else is laying off employees.Nintendo president Shuntaro Furukawa made the announcement during a recent shareholder meeting, emphasising that maintaining competitive compensation is central to the company's strategy. The raise applies to the company's workforce, which has grown to over 8,200 employees, the highest headcount in Nintendo's history.IN: CEO Shuntaro Furukawa's (18%) annual executive compensation at Nintendo generally totals around $2.5MOUT: 63% of shares held by institutional investors. What the hell do these suits know about video games? IN: Of six outside directors, 3 are women (20% average in Japan)IN: Because they literally have questions like this at their annual meeting, in fact it was the first one: “With the release of Splatoon Raiders approaching, how does Nintendo evaluate the previous title, Splatoon 3? Some players experienced communication errors and discrepancies in hit detection in that title. I feel that Nintendo's response to these issues may not have been consistent with “sincerity,” one of the values in the Nintendo DNA.”Copart CEO Jeff Liaw to step down, Jay Adair to returnCEO Jeff Liaw will step down from his position and leave the board of directors effective July 31, 2026.Executive Chairman Jay Adair to resume the CEO role on the same date. Adair previously served as Copart's CEO. Liaw will assist with the transition as Special Advisor to Adair.Liaw has been with the online vehicle auction company for approximately a decade, serving first as CFO, then as President, before becoming the company's third CEO.OUT: Leadership messiness, highlighted by a boomerang CEO and so much more:The board has a Chair (founder Willis Johnson 40%) AND an Executive Chair: Willis' son-in-law and co-founder and boomerang CEO Jay Adair 38%The board also included resigning CEO/former CFO Jeff Liaw and former COO Jim Meeks and former Copart executive Steve CohanIN: a boomerang marks a return to the glory days?former CEO Liaw is actually leaving the boardStock price down 50% over past few yearsOUT: A dumb board for an online car auction company:12 directors5 are former or current executivesOne independent director with an car experience: sort of.Matt Blunt is the president of the American Automobile Policy Council, which represents the public policy interests of Stellantis N.V., Ford Motor Company, and General Motors CompanyServed as the governor of the State of Missouri from 2005 to 2009.Only 2 women.3 directors involved as a private inverter or venture capitalIN: CEO Pay Ratio is 46:1Liaw $2.1MAdair $432k for certain benefits MM1Things We MissedDOL's Replacement ESG Rule Reaches White HouseThe rule isn't interesting in and of itself - it reverts to Trump's prior rule in his first term that basically said ESG (E+S really) is dumb, and that everything must be "pecuniary focused”But the interesting part this time around:Trump also signed an executive order in December 2025 directing the DOL to tighten fiduciary rules governing proxy voting and to increase transparency about plan sponsors' use of proxy advisers. The department issued a technical release in April warning that proxy advisory firms may be subject to ERISA fiduciary standards and that proxy voting is a fiduciary act under the law that must be carried out “for the exclusive purpose of maximizing risk-adjusted return.”From the technical release in April: The Department has long recognized that voting rights and other shareholder rights attributable to shares held by ERISA-governed employee benefit plans are plan assets in their own right. Accordingly, management of those rights is subject to ERISA's fiduciary duties, including the duties of prudence and loyalty. The Department first issued guidance on this topic in the 1980s. For example, a 1988 letter (Avon Letter) noted that “it is the Department's position that the decision as to how proxies should be voted . . . are fiduciary acts of plan asset management.”(2)Proxy advisory firms may also be functional fiduciaries under ERISA section 3(21)(A)(ii) by providing investment advice for a fee to plans with respect to property of that plan.Here's why it's interesting:Defining fiduciaries as those who provide advice for a fee means everyone selling research is a fiduciary if the research is used in an investment decisionThe DOL is squarely defining proxy voting as a fiduciary act - which means that there can be no rational apathy as Mike Levin likes to talk about - if voting your proxies is definitionally your fiduciary duty, you can't defer it or ignore itIf you vote 99% in favor of management, you definitionally are ignoring your fiduciary duty - half of companies will underperform some peer set, meaning they produced fewer returns than peers, in any given year. So you either set the time frame longer (thus forcing the inclusion of long term data like climate and social factors) and say that in any one year it makes sense to vote with management to allow them time to execute strategy, OR you should be voting against nearly half of management proposals for underperformers each year because they are not producing pecuniary returnsGovernance chairs remain under pressure as investor scrutiny rises despite rising support for directors, research showsISS found that the MEDIAN support for directors has hit 98%They found that governance/nom chairs (those are specifically governance/nom committee chairs) had median support of 94.1%Pay chairs had 96.9% supportMM2The Boardroom Buy-InJPMorgan built a pipeline of female CEO candidates that was the envy of Wall Street. How did it fall apart? Are you IN or OUT on this board to find a successor to Dimon?IN or OUT: Nom chair: Gini Rometty (2020)Massively connected - highest betweenness, 82% connected to other directors (highest on board)Ex IBM CEO (retired 2020), IBM lifer (since 1981), Council on Foreign Relations, Business RoundtableCEOs replaced: herself? With Arvind Krishna, who was at IBM for more than 30 yearsIN or OUT: Michele Buck (2025)Newly appointed, ex CEO of Hershey, Hershey for 20 years and Kraft/Nabisco for 17 years prior (two companies, all food), board of NY LifeCEOs replaced: zero (dictatorship at Hershey)IN or OUT: Stephen Burke (2004)Lead Director! 16% influence, 22 year tenureComcast since 1998, Disney/ABC 1986, director at Berkshire HathawayCEOs replaced: zero (dictatorship at NBC/Comcast)IN or OUT: Alex Gorsky (2022)Ex CEO of J&J, Boards of Apple, IBM (!), ex Business RoundtableCEOs replaced: Tim Cook, himself, Gini Rometty (!)Jensen Huang's iconic leather jacket is going up for auction. Are you IN or OUT on “iconic” founder clothes?IN or OUT: Steve Jobs' turtleneck INEnabled by Arthur LevinsonIN or OUT: Zuck hoodie INEnabled by Peter Thiel, Marc AndreessenIN or OUT: Bill Gates' glasses OUTIN or OUT: Elizabeth Holmes' turtleneck OUTIN or OUT: Jack Dorsey's “love” hat OUTIN or OUT: Musk's chainsaw INSub question: if a board member has been on the board as long as the founder, are they iconic?Tench Coxe - 32 years on Nvidia board, only board he's on, buddies with JensenHarvey Jones - 32 years on Nvidia board, only board he's on, buddies with JensenBrooke Seawell (28 years) and Mark Stevens (17 years) - both were with Jensen when Nvidia just made dopey video cards for better video games

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Not long after Tim Cook's interview with The Wall Street Journal about price increases for Apple products, Apple raised prices on products such as the MacBook Air, Mac Studio, and iPad! Leaks are coming out about the upcoming iPhone 18 Pro. And could the rumored touch MacBook use M5 chips, with M7 models to follow? Apple raises prices due to memory chip shortage Micron executive Sumit Sadana tells Tim Cook to stop hitting himself. Apple suppliers Samsung, SK hynix & Micron hit by RAM price fixing suit. Apple faced bipartisan opposition when it last lobbied to buy Chinese RAM in 2022. FT reports that Apple is lobbying to buy memory chips from blacklisted Chinese company CXMT. Apple releases macOS, Tahoe iOS, and iPadOS updates focuses on dozens of security fixes. Apple's legal team is striking social media sharing stolen iPhone 18 Pro data. UK ponders copying more EU App Store rules. Half of social media child safety features don't work, report claims. Apple's touch MacBook to Use M5 Pro and Max Chips, with M7 models to follow. Siri AI app on iOS 27 lets users easily switch between Siri and ChatGPT. Apple seemingly killed Siri AI waitlist workaround in macOS 27 beta 2. Apple Music's billions of streams, billions of dollars in fines, and one failure. Three AirDrop vulnerabilities discovered, with Apple working on a full fix. Google pulls the plug on Tenor API, killing GIF pickers around the web. Apple's first cinematic event in 2026 is Everest ascent saga 'Tenzing'. Apple executive in charge of Vision Pro is reportedly leaving for OpenAI. The wedding-conspiracy mill that Taylor Swift built. Picks of the Week Leo's Picks: Cursor & OpenClaw apps, and a MacBook Neo cursor fix Christina's Pick: MKV2MP4 Andy's Pick: UGREEN Tablet Stand Jason's Picks: The Rest is History & "Historical World Cup" Soccer Jersey Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: http://blackhat.com/us-26 ethos.com/macbreak cachefly.com/twit

Artificial intelligence is driving up the cost of the chips inside your iPhone. In an exclusive interview, Apple CEO Tim Cook warned that price increases are “unavoidable.” WSJ's Rolfe Winkler breaks down how AI companies' race for memory and storage has sent chip prices soaring, forcing Apple to choose between shrinking profits and charging customers more. Ryan Knutson hosts. Further Listening: - Tim Cook Built the Apple Empire. What's Next for His Successor?  - The Nvidia CEO's Quest to Sell Chips in China  Learn more about your ad choices. Visit megaphone.fm/adchoices