Podcasts about TSMC

Подводим итоги недели в подкасте Telegram-канала ForGeeks. Расскажем, как обновилась Алиса и Яндекс Станции, зачем наушникам Baseus экран, почему Трамп побеждает в торговой войне и многое другое. Слушайте новый выпуск, читайте и подписывайтесь на ForGeeks в Telegram.​

Het is wachten op de kwartaalcijfers van grote namen. Onder meer van Unilever, Alphabet en SAP. Maar Jean-Paul van Oudheusden van eToro kijkt juist naar die van chipmachinemaker Besi. Hij betrapt de topman op het geven van een opmerkelijke hint. In Beurs in Zicht stomen we je klaar voor de beursweek die je tegemoet gaat. Want soms zie je door de beursbomen het beursbos niet meer. Dat is verleden tijd! Iedere week vertelt een vriend van de show waar jouw focus moet liggen See omnystudio.com/listener for privacy information.

Aunque gran parte del foco mediático está en los aranceles, Trump ha impulsado una serie de medidas económicas con potencial para impactar positivamente en el crecimiento de EE. UU. En este vídeo abordamos las políticas menos comentadas: 00:30 ✅ Producción energética más barata 01:15 ✅ Desregulación de sectores estratégicos 01:31 ✅ Ventaja bancaria al margen de Basilea III 02:06 ✅ Rebaja de impuestos 02:36 ✅ Atracción de inversión extranjera (como TSMC o Samsung) 03:09 ✅ Exportaciones de productos de defensa ¿Cuándo empezarán los mercados a ver estos efectos positivos? Déjanos tus opiniones sobre este cuarto capítulo de una serie dedicada a entender las verdaderas implicaciones económicas de la política de Trump. OTROS VÍDEOS DEL "INFORME TRUMP" Informe Trump 1: La economía de #EEUU en la encrucijada: así es el reto de TRUMP ➡️ https://youtu.be/ZZJy1IUJ4TI Informe Trump 2: ¿Qué hay detrás de los aranceles de Trump? Un análisis a fondo ➡️ https://youtu.be/-wXui3GbVH8 Informe Trump 3: Made in China 2025: el plan que puso a Trump en pie de guerra ➡️ https://youtu.be/mYmgKkjac08 --------------------------------- SUSCRÍBETE A NUESTRO CANAL Y RECIBE ESTE Y OTROS CONTENIDOS DE INTERÉS Suscríbete a nuestro canal: https://youtube.com/renta4?sub_confir... Y si quieres, también puedes seguirnos en OTROS CANALES: X: / renta4 Facebook: / renta4 Instagram: / renta4banco LinkedIn: / 65291 Ivoox: https://bit.ly/R4_ivoox Spotify: https://bit.ly/SpotifyR4 O consultar más información en NUESTRAS PÁGINAS WEB: Web: https://www.r4.com Renta 4 Gestora: https://www.renta4gestora.com Blog R4: https://blog.r4.com #Trump #Aranceles #China #Renta4Banco #Renta4 ------------------------------------------------------------------------------------------- Lo expuesto en esta emisión no presenta asesoramiento financiero personalizado. Se informa al inversor de que los instrumentos o inversiones a los que se refiere pueden no ser adecuados para sus objetivos, su situación financiera o su perfil de riesgo. La emisión no constituye una oferta, invitación de compra o suscripción o cancelación de inversiones, ni puede servir de base a ningún contrato o decisión. Se recomienda revisar la información legal de los productos, especialmente las características y los riesgos, antes de tomar decisiones. El Grupo Renta 4 no asume responsabilidad alguna por cualquier pérdida directa o indirecta que pudiera resultar del uso del contenido de esta emisión. Rentabilidades pasadas no garantizan rentabilidades futuras. Renta 4 Banco, S.A., es una empresa domiciliada en Madrid, Paseo de la Habana, 74, 28036 Madrid, teléfono 91 384 85 00. Es una entidad regulada y supervisada por el Banco de España (BdE) y por la Comisión Nacional del Mercado de Valores (CNMV) respecto a los servicios de inversión y auxiliares.

¡Emprendeduros! En este episodio Rodrigo nos da una actualización de mercado donde habla del estatus del mercado, del va y viene de los aranceles, de la respuesta de China, los comentarios de Jerome Powell, de los numeros de consumo y de la decision de Banco Central Europeo. Nos da los reportes de ingresos de los Bancos, JB Hunt, United Airlines, ASML, TSMC y DR Horton. Después habla de la demanda de Meta y de la venta de Intel. Finalmente nos da el crypto update donde habla del colapso de Mantra.   EMPRENDEDUROS VENTURES Para mas información sobre el fondo visita: https://www.emprendedurosventures.com/ ¡Síguenos en Instagram! Alejandro: https://www.instagram.com/salomondrin Rodrigo: https://www.instagram.com/rodnavarro Emprendeduros: https://www.instagram.com/losemprendeduros

Live at 2pm PT, we're closing out the week with a high-impact episode of "Trading Week Wrap Up"—and it's been anything but quiet. We'll break down the major market-moving stories, key earnings from UnitedHealth, Netflix, TSMC, and more. Plus, we'll dive into the escalating feud between President Trump and Fed Chair Jerome Powell—and what it means for market stability going forward. I'll also walk you through the conclusion of several of my personal trades from this week.

In today's ABCD Roundup, we discuss the new chip export restrictions aimed at curbing China's AI progress. Further, we analyze Ethereum's scaling dilemma and how its Layer 2 roadmap could impact its core value and TSMC's Q1 2025 performance. We finish with a lightning round of rapid-fire questions. Don't miss it!   Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com     Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

New release time! We are releasing the Power Hours Friday mornings going forward.The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(03:51) Netflix Earnings Report Analysis(13:33) Impact of Tariffs on Big Tech(18:10) TSMC's Growth and Market Position(25:23) Boeing's Challenges and American Express Performance(33:27) Economic Implications and Investor Awareness(36:32) Tariffs and Market Reactions(40:03) Luxury Brands and Economic Resilience(44:24) Interactive Brokers: A Compounder in Focus(52:41) ASML's Strategic Buybacks and Future Growth(57:18) OpenAI's Social Network: A New Frontier?*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Flush de la semana con lo mejor en noticias de la semana Redes Sociales Oficiales:► https://linktr.ee/DrakSpartanOficialFecha Del Video[18-04-2025]#flush #nvidia #amd #intel #tsmc #gaming #thewitcher

TSMC unveils big expansion plans. What are the plans, Mike Broomhead breaks it down.

Het lijkt wel een Paaswonder. Op Goede Vrijdag deelt president Trump uit. Hij zegt dat China een deal met hem wil sluiten en belooft de tarieven op Chinese producten niet te verhogen. Ook zegt hij dat er een deal met Europa aanstaande is. De handelsoorlog, zo lijkt het, wordt opgelost. Deze aflevering kijken we of er daadwerkelijk vrede komt tussen de VS en China. En of hij de komende weken een deal bereikt met andere landen die hij bestookt met importtarieven. Over tarieven gesproken: Netflix blijkt er geen last van te hebben. Het gaat veel en veel beter met het bedrijf dan analisten dachten. De omzet, de winst én marge zijn beter dan gedacht. Netflix blijkt handelsoorlog-proof én recessieproof te zijn.Oekraïne komt ook voorbij deze uitzending, want het land heeft een mineralendeal gesloten met de Verenigde Staten. Mineralen die het nieuwe goud worden genoemd, want ze zijn nodig voor chips. Een bodemschat van ongekende waarde: volgens de VN ligt er voor 11.000 miljard dollar onder de grond. We hebben het trouwens ook over eigen land. Over de minister van Infrastructuur. Die wordt door Brussel op de vingers getikt vanwege zijn plannen voor Schiphol. En het gaat over ABN Amro. Dat ligt onder vuur, omdat ze op een lompe manier personeel ontslaan. Dat doen ze via het intranet.See omnystudio.com/listener for privacy information.

Vrijdag 18 april:De Europese Centrale Bank verlaagt voor de zevende keer de beleidsrenteHet bekende Belgische chocopastamerk Boerinneke bestaat 70 jaar en lanceert nieuwe notenpasta'sEn in het beursgesprek staan we stil bij twee tech-aandelen: TSMC & het Zwitserse ABB Z 7 op 7 is de nieuwe dagelijkse podcast van Kanaal Z en Trends. Elke ochtend, vanaf 5u30 uur luistert u voortaan naar een selectie van de meest opmerkelijke nieuwsverhalen, een frisse blik op de aandelenmarkten en een scherpe duiding bij de economische en politieke actualiteit door experts van Kanaal Z en Trends.Start voortaan elke dag met Z 7 op 7 en luister naar wat echt relevant is voor uw business, onderneming, carrière en geld.

A.M. Edition for April 17. Chip giant TSMC beat quarterly earnings estimates today, posting a 60% jump in profits. But can the stars of the semiconductor industry sustain their momentum as Washington limits what can be exported to China and mulls new chip tariffs? UBS head of Taiwan research Randy Abrams weighs in. Plus, Japan and Italy try to find common ground with the White House on trade. And WSJ markets reporter Chelsey Dulaney explains why the dollar's recent slide is becoming the rest of the world's problem. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Taiwan's TSMC says it hasn't seen a change in customer behavior from U.S. tariffs so far. And Netflix posts higher revenue from ads and subscriptions, thanks in part to higher prices. Victoria Craig hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus, Japan and Italy try to find common ground with the White House on trade. And Trump officials have requested that the IRS start the process of revoking Harvard's tax-exempt status. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Alex Coffey breaks down the market's reaction to Fed Chair Jerome Powell's commentary. He points to the lack of movement in the bond market that suggests a possible overreaction to the Fed's inflation concerns. On the earnings front, Alex examines TSMC (TSM) after a strong report and discusses the company's key role in the global semiconductor supply chain.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Jerome Powell zit in een spagaat met zijn rentebeleid. Een beleid dat overhoop wordt gegooid door Donald Trump. De baas van de Amerikaanse centrale bank geeft nu openlijk toe dat in écht in een dilemma zit. Hij is bezorgd dat hij binnenkort moet kiezen tussen het beheersen van de inflatie en het ondersteunen van de economische groei. Christine Lagarde (van de Europese Centrale Bank) heeft ook een probleem. De inflatie in Europa is al jarenlang te hoog, maar nu naderen we het punt dat 'ie te laag is. Wij van BNR Beurs zijn de beroerdste niet en kijken deze aflevering hoe die twee centrale bankiers de problemen moeten oplossen. En vooral: wat jij er als belegger van merkt. Dan hoor je ook meer over chipproducent TSMC. Het gerucht ging dat dat bedrijf Intel ging redden, door nauw met ze samen te werken. TSMC helpt Intel nu uit de droom: dat gaat niet gebeuren. Wel laten ze hun aandeelhouders dromen van goede resultaten: ze gaan ondanks de handelsoorlog gewoon hun doelen halen.Over die handelsoorlog gesproken: we hebben het ook over Georgia Meloni. Zij is Europa's geheime wapen. De premier van Italië gaat namelijk in gesprek over de tarieven-tsunami van Trump. See omnystudio.com/listener for privacy information.

"De cijfers van ASML waren gewoon goed", zegt Richard de Jong van Van Lieshout & Partners, ook al zetten beleggers het aandeel lager. "Niet alleen in absolute zin beter, maar ook beter dan de verwachtingen van analisten." Daarnaast laat het bedrijf een hele mooie winstgroei zien. Maar zoals bij veel bedrijven, zorgt de handelsoorlog voor onzekerheid, zowel bij het bedrijf als bij beleggers. ASML zelf is voorzichtiger geworden over het tweede kwartaal. Toch is Richards menig: Never sell ASML. Joost van Leenders van Van Lanschot Kempen tekent er wel bij aan dat de orderinstroom tegenviel. "Maar die orderinstroom is erg volatiel en lastig te voorspellen." Besi heeft een betere week achter de rug op het Damrak. Het Amerikaanse Applied Materials heeft een belang van 9 procent genomen in het bedrijf, wat resulteerde in een koerssprong van 14 procent op weekbasis. Analisten achten de kans reëel, net als Joost en Richard, dat Applied Materials op een gegeven moment Besi helemaal zal overnemen. Verder in de podcast aandacht voor de cijfers van onder andere TSMC, Heineken, Basic-Fit en Goldman Sachs. Natuurlijk behandelen we ook de luisteraarsvragen en geven de experts hun tips. Joost houdt het deze keer bij een algemeen advies voor deze onzekere tijden. Richard tipt een ETF met de ISIN-code DE0002635307. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier!See omnystudio.com/listener for privacy information.

Thách thức kép, giữa một bên là sự bất định của chính quyền mới ở Mỹ và bên kia là một Trung Quốc ngày một xác quyết, đang đặt Đài Loan trước một thực tế đáng sợ : Rủi ro chính quyền Mỹ hiện tại hoặc tương lai có thể coi những thách thức của Đài Loan là một mối quan tâm xa vời. Chưa có lúc nào Đài Loan phải đương đầu với một thế tiến thoái lưỡng nan về mặt chiến lược nghiêm trọng như lúc này. Một mặt, Trung Quốc gia tăng sức ép trong nhiều lĩnh vực, từ kinh tế, ngoại giao và nhất là quân sự. Bắc Kinh luôn xem hòn đảo này như là một phần lãnh thổ không thể tách rời và một ngày nào đó phải được thống nhất bằng mọi giá, kể cả bằng vũ lực.Đài Loan trước sức ép quân sự từ Trung Quốc Giới quan sát dự đoán từ đây đến năm 2027, Trung Quốc có thể đánh chiếm Đài Loan. Tuy nhiên, việc chiếm đảo không phải là một nhiệm vụ dễ dàng, do địa hình phức tạp và nhất là Bắc Kinh vẫn còn e ngại phản ứng từ Washington : Liệu Hoa Kỳ có bảo vệ Đài Loan nếu Trung Quốc mở chiến dịch tấn công?Nhưng từ đây đến ngày « giấc mơ Trung Hoa » được thành hiện thực, Trung Quốc không ngừng thao dượt quân sự phối hợp hải lục không quân với quy mô mỗi lúc một lớn hơn. Cuộc tập trận mới nhất trong hai ngày 01 và 02/04/2025 là một ví dụ điển hình : Bắc Kinh huy động không chỉ hải quân, không quân, mà cả đơn vị tên lửa và bộ binh.Theo quan sát từ nhà nghiên cứu Marc Julienne, giám đốc Trung tâm châu Á, Viện Quan hệ Quốc tế Pháp IFRI, mục tiêu là nhằm củng cố các năng lực liên tác chiến giữa các lực lượng quân đội Trung Quốc, nhưng cũng nhằm mô phỏng phong tỏa các cảng biển chính, ngắt đường cung cấp năng lượng và nhất là chặn đường chính phủ cũng như người dân Đài Loan đào thoát.Trên đài truyền hình ARTE, nhà nghiên cứu về Trung Quốc nhận định tiếp :« Đây thực sự là một đợt huấn luyện. Nếu Trung Quốc muốn mở một chiến dịch xâm chiếm hay phong tỏa trong ngắn, trung, hay dài hạn, họ phải được chuẩn bị cho chiến dịch này. Tôi nghĩ rằng chúng ta không nên đánh giá thấp công tác chuẩn bị cho chiến đấu. Và điều này được nói rõ trong các phát biểu chính trị hay quân sự chính thức. Việc chuẩn bị cho chiến đấu là một trong những ưu tiên của Quân đội Giải phóng Nhân dân.Vào thời điểm nào chiến sự sẽ diễn ra, thật khó mà nói. Nhưng người ta thường nói đến năm 2027, bởi vì đó sẽ là năm kỷ niệm 100 năm ngày thành lập quân đội và bởi vì ông Tập Cận Bình đã ra lệnh cho quân đội phải sẵn sàng chiến đấu vào thời điểm đó. Chúng ta cũng nên biết là Trung Quốc hiện đang có chút cơ may bởi vì càng chờ đợi, Trung Quốc sẽ càng hùng mạnh, nhưng ở phía bên kia, các đối thủ cũng sẽ củng cố mạnh hơn và sự phối hợp của họ cũng sẽ được chặt chẽ hơn ».Sức ép này từ Trung Quốc đặt hòn đảo này trước một thách thức to lớn : Đài Loan phải ứng phó với các rủi ro cấp bách như thế nào ? Chẳng hạn như sự phụ thuộc vào năng lượng nhập khẩu, tính dễ bị tổn thương của các tuyến cáp ngầm viễn thông nối Đài Loan với thế giới, nguồn dự trữ lương thực và tài nguyên, cũng như khả năng phòng thủ mạng trước các cuộc tấn công từ tin tặc Trung Quốc v.v…« Thách thức Donald Trump »Mặt khác, cùng lúc này, chính quyền tổng thống Lại Thanh Đức phải đối mặt với điều mà hai nhà nghiên cứu về Trung Quốc, Jude Blanchette và Gerard DiPippo, Trung tâm Nghiên cứu Trung Quốc, thuộc tổ chức tư vấn RAND Corporation, gọi là « Thách thức Donald Trump ». Chính sách thương mại và quốc phòng của Đài Loan đã chuyển sang một hướng mới kể từ khi tổng thống Mỹ Donald Trump nhậm chức vào tháng 01/2025.Đài Loan có nguy cơ  bị áp thuế đến 32% theo như thông báo đầu tiên của ông Donald Trump ngày 02/04, nếu đàm phán thất bại. Giống như nhiều nước khác trong khu vực, Đài Loan có thặng dư mậu dịch đến 76 tỷ đô la trong năm 2024, đứng thứ năm trong số các đối tác thương mại của Hoa Kỳ. Kim ngạch xuất khẩu của Đài Loan sang Mỹ đạt mức 119 tỷ đô la, chủ yếu là chất bán dẫn và đồ điện tử, nhưng chỉ nhập khẩu 42 tỷ đô la hàng Mỹ.Điều này có nghĩa là Đài Bắc phải tăng gấp đôi lượng hàng nhập khẩu để thu hẹp khoảng cách, đây thực sự là một nhiệm vụ khó khăn. Chính phủ tổng thống Lại Thanh Đức hiện đang xem xét những thỏa thuận nào có thể đề nghị với chính quyền Trump. Tuy nhiên, theo hai nhà nghiên cứu người Mỹ trên trang RAND, rủi ro đối với Đài Loan cao hơn so với các nước khác do tầm quan trọng của mối quan hệ hợp tác an ninh giữa Đài Loan và Hoa Kỳ.Do vậy, ngoài việc Đài Loan có thể mua thêm một số mặt hàng chính như dầu hỏa, khí hóa lỏng, than đá, máy phát điện hay nông sản, Đài Bắc cũng có thể tăng mua vũ khí. Hiện tại, ngân sách quốc phòng của Đài Loan chỉ chiếm khoảng 2,45% GDP. Tổng thống Lại Thanh Đức gần đây cam kết tăng chi tiêu quốc phòng lên mức 3%.Đây là một mức chi mà nhiều quan chức chính quyền Trump đánh giá là chưa đủ nếu xét đến quy mô của mối đe dọa mà hòn đảo này phải đối mặt. Ông Elbridge Colby, trong phiên điều trần trước Nghị Viện để được bổ nhiệm là thứ trưởng Quốc Phòng, phụ trách Chính sách, đã tuyên bố « Đài Loan nên chi đến khoảng 10% hoặc ít nhất một con số nào đó trong phạm vi này. »Chất bán dẫn : « Lá chắn silicon » của Đài LoanTuy nhiên, theo hai nhà nghiên cứu người Mỹ, cốt lõi vấn đề ở đây có thể là chất bán dẫn. Những con chip chiến lược này, cùng với linh kiện máy tính có chứa các con chip tiên tiến, chiếm gần 60% thâm hụt thương mại hàng hóa của Mỹ với Đài Loan trong năm 2024. Tổng thống Mỹ Donald Trump trong chiến dịch tranh cử cáo buộc Đài Loan đánh cắp hoạt động kinh doanh chip của Hoa Kỳ và đe dọa áp thuế đến 100% đối với linh kiện bán dẫn.Những phát biểu này của nguyên thủ Mỹ đã làm dấy lên nỗi hoài nghi tại Đài Loan và các nước đồng minh trong khu vực : Cuối cùng, đối với Mỹ, Đài Loan là đồng minh hay là kẻ thù của Mỹ ? Ông Frédéric Encel, nhà địa chính trị học, giáo sư trường Paris School of Business, đánh giá việc bỏ rơi Đài Loan có thể gây tổn hại cho uy tín của Mỹ trong khu vực, khiến Donald Trump phải trả giá đắt.Cũng theo ông Frédéric Encel, « kim chỉ nam » của Donald Trump là « chủ nghĩa trọng thương tuyệt đối », nghĩa là « trả một đồng phải thu lại hai đồng ». Trên đài truyền hình ARTE, ông giải thích tiếp :« Tôi tin rằng Đài Loan không phải là một đồng minh, mà cũng không là một kẻ thù. Đây là một khách hàng tuyệt vời. Xin lưu ý, đó là một khách hàng mà Mỹ muốn tiếp tục bảo vệ bằng mọi giá. Quý vị hãy ước tính chi phí quốc phòng của chúng tôi để bảo đảm an ninh cho quý vị tốn kém bao nhiêu ? Về cơ bản, đây chính xác là lý do tại sao tôi nói đến « kim chỉ nam », mục tiêu của Trump. Đó chính là những gì Trump đề nghị với rất nhiều nước, hiện cảm thấy bị tổn thương vì chính sách mới của ông. Dù đúng hay sai, Trump tin rằng các nước châu Âu gây tốn kém cho Mỹ, đã quan tâm không đầy đủ, hay không đủ khả năng thanh khoản trong những thập niên sắp tới. Tôi nghĩ rằng điều này sẽ rất khác biệt tại vùng Ấn Độ - Thái Bình Dương. »Đầu tháng 3/2025, chính quyền Lại Thanh Đức, trong một cử chỉ được nhiều nhà quan sát đánh giá là khôn khéo, đã thông báo TSMC sẽ đầu tư 100 tỷ đô la, xây dựng nhà máy sản xuất chip tại Mỹ, cùng với một trung tâm nghiên cứu và phát triển, nâng tổng số cam kết đầu tư vào Mỹ là 165 tỷ đô la. Dù vậy, Trump vẫn muốn sản xuất nhiều chip tiên tiến hơn tại Mỹ.Một đòi hỏi khiến công luận Đài Loan lo lắng. Liệu rằng điều này có làm suy yếu « lá chắn silicon », hình tượng mà người dân hòn đảo gán cho TSMC, tập đoàn sản xuất đến gần 90% chip bán dẫn tiên tiến nhất trên thế giới tại Đài Loan ?Theo nhà nghiên cứu Marc Julienne, « đúng là nhu cầu về linh kiện bán dẫn đang tăng lên và tăng rất mạnh trên toàn cầu. Trên thực tế, việc mở nhà xưởng tại Mỹ không có nghĩa là đóng cửa nhà máy tại Đài Loan mà hoàn toàn ngược lại. Hơn nữa, nghiên cứu và phát triển vẫn được thực hiện ở Đài Loan. Điều quan trọng nhất là chất bán dẫn có hiệu năng cao nhất vẫn được sản xuất tại Đài Loan. Và do vậy, Đài Loan vẫn giữ được giá trị, tầm quan trọng của mình ».« Vận mệnh trong tay chúng ta ! »Dù vậy, hai nhà nghiên cứu người Mỹ Jude Blanchette và Gerard DiPippo, trên trang RAND, lưu ý rằng, để cho những bước đi chiến thuật trên được thành công, Đài Bắc phải vượt qua ba trở ngại lớn : Thứ nhất, Đài Loan không có quan hệ ngoại giao chính thức với Hoa Kỳ. Điều này hạn chế nghiêm trọng phạm vi hành động của chính phủ Đài Loan trong việc tương tác trực tiếp với chính quyền Trump và bản thân tổng thống Trump.Thứ hai, Đài Loan biết rằng bất kỳ thỏa thuận thương mại nào giữa Mỹ và Đài Loan đều có thể bị Trung Quốc trả đũa. Và cuối cùng, Đài Bắc tin rằng bất kỳ cuộc đàm phán kinh tế nào với chính quyền Trump có nguy cơ bị lệ thuộc và có thể phụ thuộc vào các cuộc đàm phán của Washington với Bắc Kinh.Những tính toán của Đài Loan còn thêm phần phức tạp với những thay đổi nhanh chóng trong quan hệ của Mỹ với Nga và Ukraina. Mối quan hệ có thể được sưởi ấm trở lại của chính quyền Trump với điện Kremlin, quyết định thay Kiev đàm phán với Matxcơva về số phận của Ukraina và các đòn tấn công của Trump nhắm vào Zelensky khiến công luận Đài Loan lo lắng khi nhìn thấy có sự tương đồng với tình hình bấp bênh của chính họ.Việc ngày 13/02/2025, bộ Ngoại Giao Mỹ rút lại câu « chúng tôi không hậu thuẫn độc lập Đài Loan » trong bản tin thông lệ chưa hẳn đồng nghĩa với việc Washington ủng hộ Đài Bắc độc lập. Theo quan điểm của nhà nghiên cứu về chính sách đối ngoại Trung Quốc, Chee Meng Tan, trường đại học Nottingham Malaysia, sự thay đổi kín đáo của chính quyền Trump liên quan đến lập trường của Mỹ đối với Đài Loan hoàn toàn nhằm dụng ý kinh tế, có thể giúp Donald Trump có thêm trọng lượng trong đàm phán thương mại với Bắc Kinh.Thế nên, trong bối cảnh bất ổn địa chính trị gia tăng như hiện nay, Đài Loan không thể giữ nguyên chiến thuật mà họ đã dùng trong thập kỷ qua. Quân đội Trung Quốc đã phát triển quá mạnh trong khi Hoa Kỳ đang trong quá trình xem xét lại lịch sử các cam kết an ninh ở bên ngoài. Tất cả những điều này dẫn đến một kết luận không thể tránh khỏi : Đài Loan phải làm nhiều hơn nữa cho khả năng phòng thủ và phục hồi của chính mình.Tổng thư ký Hội Đồng An Ninh Quốc Gia Đài Loan gần đây đã tuyên bố : « Số phận của chúng ta giờ nằm trong tay chúng ta » !

Die EZB senkt den Leitzins um 0,25 Prozentpunkte auf 2,25 %. Es ist die siebte Senkung in Folge. Der DAX schließt vor dem langen Osterwochenende bei 21.274 Punkten mit -0,2 %. Anleger nehmen nach den jüngsten Kursgewinnen Gewinne mit. Der Goldpreis erreicht ein neues Allzeithoch bei 3357,40 US-Dollar. TSMC steigert den Quartalsgewinn um 60 % auf 9,8 Mrd. Euro. VW meldet Sonderschichten in Wolfsburg – Modelle wie Tiguan und ID.3 laufen weiter stark. Rheinmetall sieht ein Auftragspotenzial von 300 Mrd. Euro bis 2030. Hermès wächst mit 4,13 Mrd. Euro Umsatz schwächer als erwartet. Evotec überzeugt mit einem starken Q4, die Aktie steigt um 7,7 %. Unitedhealth senkt seine Jahresprognose, die Aktie bricht um 20 % ein. US-Zölle, sinkende Inflation und die nächste EZB-Sitzung im Juni sorgen für Zurückhaltung an den Börsen. Am Karfreitag bleibt der Handel geschlossen, in den USA wird am Ostermontag regulär gehandelt. Börsenweisheit des Tages: "Nur wer das Risiko kennt, kann es vermeiden." (Benjamin Graham)

Singapore stocks moved higher today, tracking gains across Asian markets. The Straits Times Index rose 1.26% to 3,708.44 points at about 2.18pm Singapore time with a value turnover of S$872.35M in the broader market. In terms of companies to watch, we have CapitaLand Investment, after the real estate investment manager announced that it intends to launch its first real estate investment trust (Reit) in China, to be named CapitaLand Commercial C-Reit. Elsewhere, from how Taiwan Semiconductor Manufacturing Company logged a forecast-beating 60 per cent leap in quarterly profit to project Stargate reportedly weighing a future investment in the UK – more corporate and international headlines remain in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the details with Terence Wong, CEO, Azure Capital.See omnystudio.com/listener for privacy information.

Send us a textNvidia's strategic move to manufacture AI chips on American soil marks a watershed moment for domestic tech production. Starting later this year through partnerships with TSMC in Arizona and Intel's foundries, this initiative responds to surging AI demand while creating valuable jobs for middle-class Americans. The first batch of US-produced chips will arrive in Q4 2025, strengthening America's technological infrastructure at a critical time.Meanwhile, the US-China trade relationship has deteriorated beyond simple tariffs, now impacting semiconductors, pharmaceuticals, and aviation sectors. Recent US export restrictions on AI chips to China have hit Nvidia hard with a $5.5 billion write-down and 6% stock decline. China's retaliatory measures include halting Boeing deliveries and suspending mail services, reflecting growing economic nationalism. These tensions have sent gold soaring past $3,300 per ounce while Wall Street futures slide – clear signals of market uncertainty.For homeowners and potential buyers, there's cautious optimism as mortgage rates remain under 7% for the twelfth consecutive week. The 30-year fixed refinance rate sits at 6.86%, with applications increasing for both new mortgages and refinancing. However, real estate performance varies dramatically by location and price point – some Florida markets thrive while others struggle, making this very much a market-by-market situation. Despite these variations, stabilizing rates represent positive movement for American families and businesses navigating today's complex economic landscape.Looking to see real estate wealth-building strategies in action? Join us April 23rd in Tampa for an exclusive investment event featuring networking, strategy sessions, and an on-site property walkthrough. Reserve your spot at WealthyAFai.com/events.Support the showIntroducing the 60-Day Deal Finder!Visit: www.wealthyAF.aiUse the Coupon Code: WEALTHYAF for 20% off!

00:00 Intro01:25 Trump Reacts to China's Xi's Meeting with Vietnam02:29 China's Commerce Minister: Trump Tariff 'A Joke'02:48 China Slams Treasury Sec. Meeting with Argentina03:22 US Chipmaker to Produce Chips at TSMC's Arizona Plant05:14 China, Malaysia Hold Talks to Boost Trade Ties06:28 UK Government Takes Control of British Steel from Chinese Firm11:04 Japan's Tariff Negotiator to Leave for Washington11:34 South Korea Trying to Delay Reciprocal Tariffs11:59 US Holds Military Drills with South Korea12:16Taiwan: Cambodia Deported Taiwanese People to China13:39 Investment Firm Cites Moral Obligation to Divest from China

TSMC (TSM) reports earnings before Thursday's opening bell. The chipmaker faces pressure on tariffs and export restrictions, paired with ASML Holding's (ASML) earnings miss that showed pessimism in A.I. outlook. Caroline Woods offers a wide perspective around TSMC heading into the report. Prosper Trading Academy's Scott Bauer believes TSMC can hit $200 easily if it weren't for the tariff environment. He offers an example options trade for the chipmaker. ======== 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

"Good news doesn't matter" while "bad news is terrible news" for A.I. investors, according to Doug Clinton. Export restrictions on Nvidia (NVDA) and AMD Inc. (AMD) pinned pressure on the A.I. trade today, but Doug points to TSMC's (TSM) "monopoly" at a forward P/E of 16x as a viable investment ahead. Cory Johnson notes Nvidia's Blackwell production beginning at TSMC's Arizona plant this week as a sing of tech positivity. However, he points to DeepSeek as an example of what can happen if China gets greater access to these chips.======== 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

Host Jack Russo welcomes Jack Balletto and John Ferraro to discuss Nvidia's potential leap into quantum computing. The trio explores the parallels between the early semiconductor boom and today's quantum wave, speculating on whether Nvidia will acquire startups or talent to stay ahead. They highlight the complementary nature of quantum and conventional computing, the strategic importance of patents, and the evolving tech ecosystem. With nods to IBM's missed opportunities and the massive role of chipmakers like TSMC, this episode captures a pivotal moment as Silicon Valley eyes the quantum frontier.   Jack Russo Managing Partner Jrusso@computerlaw.com www.computerlaw.com https://www.linkedin.com/in/jackrusso "Every Entrepreneur Imagines a Better World"®️  

Nvidia says it has commissioned more than a million square feet of manufacturing space to build and test AI chips in Arizona and Texas as part of an effort to move a portion of production to the U.S. The chipmaker says that Nvidia Blackwell chips have started production at TSMC's chip plants in Phoenix, Arizona. Learn more about your ad choices. Visit podcastchoices.com/adchoices

De schommelingen op de beurzen waren de afgelopen weken extreem. Danny Reweghs trekt parallellen met het verleden en vertelt wat beleggers in zulke periodes kunnen doen. Daarna somt hij vijf aandelen op die dergelijke tumult doorgaans beter doorstaan en houdt hij de chipgigant TSMC tegen het licht. Z 7 op 7 is de nieuwe dagelijkse podcast van Kanaal Z en Trends. Elke ochtend, vanaf 5u30 uur luistert u voortaan naar een selectie van de meest opmerkelijke nieuwsverhalen, een frisse blik op de aandelenmarkten en een scherpe duiding bij de economische en politieke actualiteit door experts van Kanaal Z en Trends.Start voortaan elke dag met Z 7 op 7 en luister naar wat echt relevant is voor uw business, onderneming, carrière en geld.

Stocks saw little movement in a mixed trading session, but United Airlines (UAL) managed to rally after hours off an earnings beat that takes tariffs into account for guidance. Boeing (BA) saw turbulence after China ordered domestic airlines to halt orders of its 737 MAX. Netflix (NFLX) set ambitious goals through 2030, while Nvidia (NVDA) and AMD Inc. (AMD) turn to TSMC's (TSM) Arizona plant to boost U.S. production. Caroline Woods carries investors through the day's biggest stories.======== 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

En este episodio, analizamos los movimientos clave que están marcando el ritmo del mercado: • Wall Street se estabiliza: Los futuros suben levemente con $US100 +0.4%, $SPX +0.2%, $INDU +0.2%. A pesar del rebote, el $SPX aún está -12% desde su pico de febrero. Trump insinúa una excepción temporal a los aranceles del 25% sobre autos, pero considera nuevas medidas para farma y chips. • China castiga a Boeing: $BA -3% en premarket luego de que China ordenara detener entregas y compras de piezas aeronáuticas a EE.UU. en respuesta a los aranceles. Las aerolíneas chinas recibirán apoyo estatal por mayores costos de arriendo. • AMD fabricará chips en EE.UU.: $AMD producirá sus nuevos chips EPYC “Venice” en 2025 usando tecnología de 2nm en la planta de $TSMC en Arizona. Es la primera vez que la compañía fabrica fuera de Taiwán, en un giro estratégico por tensiones geopolíticas. • Robotaxis llegan a Atlanta: $UBER y $GOOGL lanzarán su servicio de robotaxis con vehículos Waymo este verano en Atlanta, tras su despliegue inicial en Austin. Uber gestiona la plataforma y Waymo opera la tecnología autónoma con vehículos Jaguar I-PACE. Un episodio que conecta la geopolítica con la evolución tecnológica y cómo estas tensiones están moldeando la industria global. ¡No te lo pierdas!

Het wordt een drukke week, want het cijferseizoen is weer onderweg. En hoe! Want je krijgt meteen een hele lijst aan cijfers, inclusief TSMC, LVMH én ASML. Maar Mike Mulders van ING Investment Office kijkt vooral uit naar donderdagavond. Dan zit ie klaar om door de resultaten van Netflix te spitten. In Beurs in Zicht stomen we je klaar voor de beursweek die je tegemoet gaat. Want soms zie je door de beursbomen het beursbos niet meer. Dat is verleden tijd! Iedere week vertelt een vriend van de show waar jouw focus moet liggenSee omnystudio.com/listener for privacy information.

This week, we discuss the rise of MCP, Google's Agent2Agent protocol, and 20 years of Git. Plus, lazy ways to get rid of your junk. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/o2bmkzXOzHE?si=bPrbuPlKYODQj88s) 514 (https://www.youtube.com/live/o2bmkzXOzHE?si=bPrbuPlKYODQj88s) Runner-up Titles They like to keep it tight, but I'll distract them Bring some SDT energy Salesforce is where AI goes to struggle I like words Rundown MCP The Strategy Behind MCP (https://fintanr.com/links/2025/03/31/mcp-strategy.html?utm_source=substack&utm_medium=email) Google's Agent2Agent Protocol Helps AI Agents Talk to Each Other (https://thenewstack.io/googles-agent2agent-protocol-helps-ai-agents-talk-to-each-other/) Announcing the Agent2Agent Protocol (A2A)- Google Developers Blog (https://developers.googleblog.com/en/a2a-a-new-era-of-agent-interoperability/) MCP: What It Is and Why It Matters (https://addyo.substack.com/p/mcp-what-it-is-and-why-it-matters) 20 years of Git. Still weird, still wonderful. (https://blog.gitbutler.com/20-years-of-git/) A love letter to the CSV format (https://github.com/medialab/xan/blob/master/docs/LOVE_LETTER.md?ref=labnotes.org) Relevant to your Interests JFrog Survey Surfaces Limited DevSecOps Gains - DevOps.com (https://substack.com/redirect/dc38a19b-484e-47bc-83ec-f0413af42718?j=eyJ1IjoiMmw5In0.XyGUvWHNbIDkkVfjKDkxiDWJVFXc4dKUhxHaMrlgmdI) Raspberry Pi's sliced profits are easier to swallow than its valuation (https://on.ft.com/42d3mol) 'I begin spying for Deel': (https://www.yahoo.com/news/begin-spying-deel-rippling-employee-151407449.html) Bill Gates Publishes Original Microsoft Source Code in a Blog Post (https://www.cnet.com/tech/computing/bill-gates-publishes-original-microsoft-source-code-in-a-blog-post/) WordPress.com owner Automattic is laying off 16 percent of workers (https://www.theverge.com/news/642187/automattic-wordpress-layoffs-matt-mullenweg) Intel, TSMC recently discussed chipmaking joint venture (https://www.reuters.com/technology/intel-tsmc-tentatively-agree-form-chipmaking-joint-venture-information-reports-2025-04-03/) TikTok deal scuttled because of Trump's tariffs on China (https://www.nbcnews.com/politics/politics-news/trump-tiktok-ban-extension-rcna199394) NVIDIA Finally Adds Native Python Support to CUDA (https://thenewstack.io/nvidia-finally-adds-native-python-support-to-cuda/) Cloudflare Acquires Outerbase (https://www.cloudflare.com/press-releases/2025/cloudflare-acquires-outerbase-to-expand-developer-experience/) UK loses bid to keep Apple appeal against demand for iPhone 'backdoor' a secret (https://www.cnbc.com/2025/04/07/uk-loses-bid-to-keep-apple-appeal-against-iphone-backdoor-a-secret.html) Cloud Asteroids | Wiz (https://www.wiz.io/asteroids) Unpacking Google Cloud Platform's Acquisition Of Wiz (https://moorinsightsstrategy.com/unpacking-google-cloud-platforms-acquisition-of-wiz/) Trade, Tariffs, and Tech (https://stratechery.com/2025/trade-tariffs-and-tech/?access_token=eyJhbGciOiJSUzI1NiIsImtpZCI6InN0cmF0ZWNoZXJ5LnBhc3Nwb3J0Lm9ubGluZSIsInR5cCI6IkpXVCJ9.eyJhdWQiOiJzdHJhdGVjaGVyeS5wYXNzcG9ydC5vbmxpbmUiLCJhenAiOiJIS0xjUzREd1Nod1AyWURLYmZQV00xIiwiZW50Ijp7InVyaSI6WyJodHRwczovL3N0cmF0ZWNoZXJ5LmNvbS8yMDI1L3RyYWRlLXRhcmlmZnMtYW5kLXRlY2gvIl19LCJleHAiOjE3NDY2MjA4MTAsImlhdCI6MTc0NDAyODgxMCwiaXNzIjoiaHR0cHM6Ly9hcHAucGFzc3BvcnQub25saW5lL29hdXRoIiwic2NvcGUiOiJmZWVkOnJlYWQgYXJ0aWNsZTpyZWFkIGFzc2V0OnJlYWQgY2F0ZWdvcnk6cmVhZCBlbnRpdGxlbWVudHMiLCJzdWIiOiJDS1RtckdldHdmM1lYa3FCYkpKaUgiLCJ1c2UiOiJhY2Nlc3MifQ.pVeppxFZcYy960AbHM--oz5gzQdMEa_mv3ZPrqrZmbw9PhwL3iCEQ7_PtfPEKgInTfvSGWofXW0ZjAN-G_Eug5BlvwlF8T6HhXOCNJlwJJeqkWKvNdjvVz0t6bc5fOjn4Tbt_JobtrwxIEe-4-L7QRMhzFj9ajiiRqU6KNi3qYxWScg3XWfYmuhRdItQsgWINcSyW9iLaTkDLga_m95MMBNAat-CXDhEeKKCrAApZBM_RoNFaQ3s679vslz2IbJuCIAN1jVvZYR2Vg18lDbwubPiddDQAOkjs77PZRX_tCnMSwVXtOq0S1cCn4GZIw1qPY8j0qWWmkUck_izqPAveg) Google Workspace gets automation flows, podcast-style summaries (https://techcrunch.com/2025/04/09/google-workspace-gets-automation-flows-podcast-style-summaries/?guccounter=1&guce_referrer=aHR0cHM6Ly9uZXdzLmdvb2dsZS5jb20v&guce_referrer_sig=AQAAAAm5axmZnaAYjPgnDoqozIFkZHFPG8FHWa9y8pWwoQMN-oJ8MvJjY0IOg7Ej35bBB1Y2Ej192X3dHr5Q8PZ4i8WP_VNeXKj4f1n-KXFgqrpjfjUbiUvE4eGIl1j1VPWIg62ApISVGhYQ-__bXdIteBex8_k5-wxcpSYtfmlAFxsk) Zelle is shutting down its app. Here's how you can still use the service (https://www.cnn.com/2025/04/03/business/zelle-cash-transferring-app-shuts-down/index.html) One year ago Redis changed its license – and lost most of its external contributors (https://devclass.com/2025/04/01/one-year-ago-redis-changed-its-license-and-lost-most-of-its-external-contributors/?ck_subscriber_id=512840665&utm_source=convertkit&utm_medium=email&utm_campaign=[Last%20Week%20in%20AWS]%20Issue%20#417:%20Way%20of%20the%20Weasel,%20RDS%20and%20SageMaker%20Edition%20-%2017192200) Tailscale raises $160 Million (USD) Series C to build the New Internet (https://tailscale.com/blog/series-c) Nonsense NFL announces use of virtual measurement technology for first downs (https://www.nytimes.com/athletic/6247338/2025/04/01/nfl-announces-virtual-first-down-measurement-technology/?source=athletic_scoopcity_newsletter&campaign=13031970&userId=56655) Listener Feedback GitJobs (https://gitjobs.dev/) Freecycle (https://www.freecycle.org) Conferences Tanzu Annual Update AI PARTY! 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Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a look ahead to U.S Retail sales and earnings from Netflix. In the UK – a look ahead to next week’s ECB meeting. In Asia – a look ahead to earnings from TSMC. See omnystudio.com/listener for privacy information.

US equity futures are slightly lower following Wednesday's sharp rebound. European markets opened higher, Asian equities closed broadly higher. Markets rallied sharply after President Trump announced a 90-day pause in higher reciprocal tariffs for 90 countries, excluding China, where tariffs were raised to 125% effective immediately. However, policy uncertainty remains elevated with a 10% baseline tariff still in place and the US-China trade dispute escalating. Long-end bond yields are pulling back after steepening earlier this week due to supply and positioning concerns. FOMC minutes showed policymakers favoring a cautious stance before adjusting rates.Companies mentioned: United States Steel, NIPPON STEEL, TSMC, Newsmax

En el episodio de hoy de VG Daily, Andre Dos Santos y Valentina Orduz analizan la reciente pausa arancelaria anunciada por Estados Unidos, que suspende por 90 días los aranceles para la mayoría de los países, mientras que China enfrenta un aumento significativo del 125%. Discutieron las implicaciones de esta medida en la economía global, incluyendo la respuesta de Canadá, que inicia negociaciones bilaterales, y la Unión Europea, que también optó por una pausa similar para fomentar el diálogo comercial.Además, exploraron los datos económicos más recientes, como la desaceleración de la inflación en marzo, que registró su crecimiento más bajo en cuatro años. También comentaron los resultados financieros destacados del día, como el impresionante aumento del 42% en ingresos trimestrales de TSMC impulsado por la demanda de servidores y smartphones con IA, y el anuncio de Google sobre su inversión de $75 mil millones en infraestructura para inteligencia artificial, reafirmando su apuesta por el futuro tecnológico.Un episodio lleno de análisis económico y tecnológico que no te puedes perder.

Een adempauze van 90 dagen heeft Trump beloofd aan tientallen andere landen. Even geen hoge importtarieven, maar tijd voor onderhandeling. Iets waar ze in China alleen maar van kunnen dromen: dat land wordt bestookt met een heffing van 145 procent.De handelsoorlog tussen de VS en China wordt lelijker en lelijker. China houdt een crisisoverleg. Er wordt zelfs gewerkt aan een noodplan voor de Chinese economie. Amerikaanse beleggers maken zich intussen grote zorgen. Na één mooie handelsdag zit daar de schrik er weer in. Deze aflevering hebben we het over dat conflict, maar óók over de EU. Want die zit juist stil, terwijl de Amerikanen en Chinezen bekvechten. Deze tactiek lijkt goed uit te pakken en daar kan de Europese belegger (jij) misschien wel van profiteren! Ook hebben we het over 'de grootste marktmanipulatie ooit'. Verdachte: president Trump. Hij heeft een nogal bijzonder beleggingsadvies gegeven. Tijdens de grootste rally sinds de crisis van 2008.See omnystudio.com/listener for privacy information.

"Na de Tweede Wereldoorlog hebben we maar twee of drie keer dit soort heftige bewegingen op de beurs meegemaakt", legt Han Dieperink van Aureus Vermogensbeheer uit. "Dat is ook niet gek, want er is wel wat aan de hand. Een technische recessie lijkt voor de hand te liggen." Han is niet zo beducht voor de toekomst, al zijn er voor de VS wel structurele minpunten bijgekomen. Koen Bender van Mercurius Vermogensbeheer constateert dat voor de komende tijd de brand is geblust, maar met Trump aan het roer bestaat de kans dat het handelsgeweld weer oplaait. "En als ik kijk naar de sterk opgelopen Amerikaanse rente, dan heb ik wel het idee dat we op het randje van een meltdown zaten." Veel beleggers vragen zich af wat ze in deze hectische tijden moeten doen. Beide experts zijn daarover eensgezind: houd je hoofd koel. Koen blijft goed gespreid beleggen zoals hij dat vóór de handelsoorlog deed. Hoofdzakelijk in aandelen overigens, en ook voor Han blijven aandelen de favoriete beleggingscategorie. Verder bespreken we in de podcast onder andere de update van Fagron en de mogelijke samenwerking tussen TSMC en Intel. Uiteraard komen de luisteraarsvragen aan bod en geven de experts hun tips. Koen houdt het bij een algemeen advies voor beleggers in roerige tijden, Han tipt een Chinese multinational. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier! VanEck ETF’s (advertorial) Deze week is ook weer het tweewekelijks gesprek met Martijn Rozemuller, ceo van VanEckETF’s, de partner van BeursTalk. Met Martijn bespreek ik niet gevaren van het beleggen zelf, maar over fraudeurs die zich voordoen als beursexperts of zelfs een nep-website van VanEck hebben opgetuigd. De laatste tijd verschijnen er veel nepberichten op Facebook en Instagram, bijvoorbeeld van "Warren Buffett" of "Corné van Zeijl". Niets is minder waar, het gaat om oplichters die beleggers oproepen om geld over te maken of illiquide aandelen te kopen. VanEck heeft er ook mee te maken gehad in Duitsland en Frankrijk en Martijn legt uit dat het nog een hele klus is om de fraudeurs aan te pakken. Dat is wel belangrijk, want wie door fraudeurs wordt opgelicht heeft nauwelijks verhaalsmogelijkheden. Je bent je geld echt kwijt. Beleggers moeten tegenwoordig dus heel alerts zijn. Hoe ontdek je of je met fraude te maken hebt? Martijn geeft een aantal aanwijzingen waar je op moet letten, de zogenaamde red flags. Blijf dus luisteren tot na de disclaimer. Geniet van de podcast! De gepresenteerde informatie door VanEck Asset Management B.V. en de aan haar verbonden en gelieerde bedrijven (samen "VanEck") is enkel bedoeld voor informatie en advertentie doeleinden aan Nederlandse beleggers die Nederlands belastingplichtig zijn en vormt geen juridisch, fiscaal of beleggingsadvies. VanEck Asset Management B.V. is een UCITS-beheerder. Loop geen onnodig risico. Lees de Essentiële Beleggersinformatie of het Essentiële-informatiedocument. Meer informatie? https://www.vaneck.com/nl/nl/See omnystudio.com/listener for privacy information.

Send us a textIn this thought-provoking episode of Sidecar Sync, Mallory and Amith dig into the fascinating world of semiconductors and how a historic joint venture between Intel and TSMC is reshaping the global tech landscape. They explore the underlying tensions between vertically integrated business models and specialization — a conversation that holds key lessons for association leaders navigating change in the age of AI. From reflections on the Innovation Hub Chicago event to an insightful breakdown of Llama 4's powerful capabilities, this episode is a timely reminder that adaptability is everything — in both tech and associations.

L'armée populaire de libération (APL), munie de ses avions de chasse, d'une marine modernisée et d'une force de frappe infiniment supérieure, a intensifié sa pression sur Taïwan et ses 23 millions d'habitants. Face à Goliath, la petite île cherche à utiliser tous ses atouts pour rendre trop couteux le rêve de « réunification » de Xi Jinping.    De Nicolas Rocca envoyé spécial à Taïwan et Igor Gauquelin à Paris,Les mirages 2000 décollent et atterrissent dans un balai incessant sur la base aérienne de Hsinchu, chargés de protéger la capitale Taipei, à 80 km plus au nord. Cette ville de la côte ouest héberge aussi le siège de TSMC, l'entreprise dont les semi-conducteurs de pointe sont vitaux pour faire tourner l'économie planétaire. Quelques jours plus tôt, ont été lancés des exercices de « réponse immédiate » mobilisant toutes les branches de l'armée taïwanaise pour répliquer à la pression chinoise.« La plupart du temps, on prépare l'avion en quelques minutes, mais si on est très pressé, on peut aller plus vite », explique le lieutenant-colonel Wu Meng-che à côté d'un des 54 avions de chasses encore opérationnels parmi les 60 livrés par la France à la fin des années 1990.Pression croissanteSi ces chasseurs à la carlingue fatiguée sont encore opérationnels, c'est, notamment, car Taïwan fait face à un défi unique. Personne, sauf les États-Unis, n'accepte désormais de lui livrer des armes ou des équipements militaires de peur de fâcher le voisin chinois. Pourtant, l'année dernière, plus de 3 000 avions de l'APL [NDLR Armée populaire de libération, nom de l'armée chinoise] ont été identifiés dans l'ADIZ taïwanais (espace d'identification aérienne). Contre 972 en 2021. « La plupart du temps, on a déjà des avions dans les airs qui vont effectuer les vérifications nécessaires, mais parfois, on nous demande de décoller en urgence », assure le lieutenant-colonel de 39 ans. « Notre centre de commandement dit aux avions chinois : "Notre limite est ici, vous ne pouvez pas la franchir", mais eux répondent : "C'est notre territoire, notre espace aérien". » Une intimidation permise par le déséquilibre des forces. Malgré une récente livraison de 66 nouveaux F-16 américains, ses vieux mirages et sa production d'avions indigènes, Taïwan possède seulement un peu moins de 400 avions de chasses. La Chine, elle, en dispose de plus de 1 500. Un chiffre en constante augmentation.Ce déséquilibre est flagrant dans tous les secteurs. Amaigris par un taux de natalité en chute libre, les effectifs de l'armée taïwanaise ne cessent de se réduire. En plus du service militaire, allongé de quatre mois à un an, pour ceux nés après 2004, qui vient grossir le rang du 1,6 million de réservistes, l'armée compte sur ses soldats de métiers, plus 152 000 en 2024. Des chiffres limités face aux 2 millions de militaires de carrière de l'APL.Alors, dans les villes de l'île, des affiches sont placardées pour inciter les jeunes recrues à s'engager. « Moi, je veux bien faire carrière dans la marine, mon père me dit que c'est une bonne idée et que la paie est bonne », assure un jeune homme de 17 ans, emmené par son lycée au port de Keelung visiter deux frégates et un ravitailleur mis en avant par la marine. Même question à un adolescent, mais une réponse à l'opposée. « On n'apprend rien en un an de service militaire. Et si on va à la guerre, notre armée n'a pas la capacité de résister. Qu'est-ce que je dois faire ? Me battre ? Fuir ? » Des réactions qui témoignent de l'incertitude persistante sur la résilience taïwanaise en cas de conflit. « Cette question de l'esprit de défense à Taïwan n'est pas claire, résume Mathieu Duchatel, directeur du programme Asie à l'Institut Montaigne. Du côté de Pékin, on constate qu'il y a une erreur d'appréciation terrible de la Russie sur la détermination de l'Ukraine à résister. On peut même se dire que ce flou sur la réaction de la société taïwanaise est une forme de dissuasion pour la Chine. »À écouter aussiTaiwan secoué par les infiltrations chinoises« Porc-épic »Ce mot résume la mentalité de l'armée de l'île, symbolisée par ce pari d'une défense asymétrique ou celle dite du « porc-épic », selon les mots utilisés par l'ex-présidente Tsai Ying-wen. À l'image du rongeur, l'objectif est de rendre, avec des moyens limités, la proie taïwanaise trop dure à avaler pour le prédateur chinois. « L'armée est en transition, mais elle est héritière de celle du KMT (Guo Min-tank), qui a fui la Chine en 1949, avec des plateformes lourdes, des chars, des gros navires…, explique Tanguy Le Pesant, chercheur associé au Centre d'études français sur la Chine contemporaine. Maintenant, elle souhaite se doter d'armes plus petites et moins couteuses, des missiles anti-navires, des drones aériens, de surface, sous-marins. »Une mutation déjà bien entamée, avec une industrie locale dynamique permettant de produire missiles et drones en grande quantité. Mais la tradition persiste. « Il y a eu longtemps une inertie culturelle au sein de l'armée taïwanaise, favorable aux gros équipements qui sont aussi une cible facile », résume Marc Julienne, directeur du Centre Asie de l'Ifri. Une inertie loin d'avoir disparu, en témoigne le projet très décrié et onéreux du Hai Kun, premier sous-marin indigène, dont les derniers essais sont censés avoir lieu en avril 2025. Mais face à la flotte chinoise et sa soixantaine de sous-marins qu'elle devrait affronter dans un détroit peu profond, son utilité est très débattue. « L'autre élément pour Taïwan est d'utiliser la géographie de l'île à son avantage, explique Tanguy Lepesant : « Il existe une centaine de sommets permettant à l'armée taïwanaise de se cacher, d'envoyer des salves de missiles, et les côtes sont aussi à leur avantage, très difficiles d'accès et escarpées. » De quoi rendre un débarquement extrêmement complexe, malgré les imposantes barges développées récemment par l'APL.Si Taïwan ne manque pas d'atout pour décourager la Chine d'envahir, « notre sécurité dépend aussi de la crédibilité de l'armée américaine dans la région », reconnaît François Wu, vice-ministre des Affaires étrangères de l'île. Et rien de tel pour garantir le soutien continu de Washington que de préserver la place centrale de Taïwan au sein de l'économie mondiale. 68% des semi-conducteurs sont produits par des entreprises taïwanaises et 90% des puces les plus innovantes par TSMC, qui vient d'investir 100 milliards de dollars aux États-Unis. Cette industrie, surnommée « bouclier du silicium », semble représenter une assurance-vie encore plus cruciale que son armée, pour l'île de 23 millions d'habitants.

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Christoph Kapalschinski und Philipp Vetter über eine Milliardenstrafe für TSMC, laissez faire bei Krypto, Jobabbau bei Zalando. Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Het is de dag dat de Amerikaanse heffingen in werking treden. Voor China geldt nu een tarief van 104(!) procent, Japan moet het doen met 24 procent en voor de EU wordt een tarief van 20 procent gerekend. Het is óók de dag dat beurzen weer hard onderuit gaan, want China laat zich 'niet intimideren' en slaat terug.De vraag is waar de handelsoorlog nu eindigt. Trump kondigt namelijk wéér nieuwe importtarieven aan, dit keer op geneesmiddelen. En diplomatiek is de kring rondom hem niet, want zijn minister van Financiën zegt dat hij er over na denkt om Chinese aandelen te verwijderen van Wall Street.Het is een knotsgekke dag op de beurs en we proberen al dat nieuws voor je samen te vatten. Zo hoor je meer over de tegenaanval van de EU. Is die wel fel genoeg? Zuid-Korea komt met noodsteun voor de autosector. We kijken of andere landen nu ook met een financiële schuilkelder komen Klaas Knot verklapt dat de ECB 'voor nu' niet hoeft in te grijpen op de financiele markten. Maar wanneer moet de ECB dat wel doen? En Europa's geheime wapen wordt ingezet. Niet Christine Lagarde, niet Ursula von der Leyen, maar een Italiaanse politica gaat in gesprek met Trump Ook hebben we het over Microsoft (dat door de handelsoorlog ineens het meest waardevolle beursbedrijf ter wereld is) en we vertellen je over investeren in eieren!See omnystudio.com/listener for privacy information.

//The Wire//2300Z April 7, 2025////ROUTINE////BLUF: GLOBAL MARKET TURMOIL RESULTS FROM TARIFF SHAKEUP. FORCE BUILDUP IN MIDDLE EAST CONTINUES.// -----BEGIN TEARLINE------International Events-Global: On the economic front, hallmarks of a global market correction began to be observed this morning. Last night the Japanese stock market crashed, with circuit breakers being tripped for futures trading (Nikkei 225). Taiwan and South Korea did not do much better as circuit breakers were also tripped for their respective futures products as well as products linked to Taiwan's semiconductor production giant TSMC.Following the exceptionally chaotic market fluctuations this morning, President Trump announced on social media that the United States will increase the tariffs on China by an additional 50% if China does not remove their additional tit-for-tat tariff implementations. AC: As the United States has already implemented a 20% tariff on China, plus an additional 34% tariff, an additional 50% tariff on top of these previous taxes means China is looking at a potential 104% tariff being implemented in two days (if the situation doesn't change).Middle East: The Charles de Gaulle Carrier Strike Group (CSG) was observed transiting north through the Suez Canal this morning, leaving the two American carriers the only one's in the CENTCOM AOR. Minor repositioning was observed at Diego Garcia as of this morning, with 6x B2's still on site with their respective refueling aircraft. Over the weekend, Israeli media claimed that the elusive THAAD battery that was originally in South Korea has been transferred to Israel.AC: If this is true (and it likely is), this brings the total in Israel to two of these missile defense systems.-HomeFront-New York: Over the weekend a mass stabbing was reported at an apartment building in Brooklyn. Local authorities state that a man had a mental episode which resulted in him attempting to murder four young family members. 4x children were wounded in the attack, and the attacker was neutralized by police during their response.Texas: A local measles outbreak has gained national attention following the death of a second child from the disease. HHS Secretary RFK Jr. visited Gaines County yesterday, and announced the deployment of CDC personnel to the area. RFK Jr. also stated on social media that "The most effective way to prevent the spread of measles is the MMR vaccine".Washington D.C. - Over the weekend, FBI Director Kash Patel promoted the highly-controversial Steven Jensen to lead the Field Office in Washington D.C. Previously Jensen served as the chief of the Domestic Terrorism Operations Section within the Counterterrorism Division.-----END TEARLINE-----Analyst Comments:While many may have forgotten, Steven Jensen is a highly controversial pick for this position as he was one of the masterminds within the FBI to investigate parents speaking at school board meetings as terrorists under the command of AG Merrick Garland in 2021.As he was the Chief of the Domestic Terrorism Operations Section (also in 2021), Jensen was also the lead FBI decision maker behind the J6 investigations, and enthusiastically carried out the targeting of J6 participants on that day, and for many months afterwards. In short, Jensen is the man who provided the legwork for the J6 investigation, and he is one of the main persons responsible for why Trump himself had to pardon many J6 participants. Now, Jensen has been promoted into a very prestigious position at the FBI, leading the Field Office in Washington.Due to the highly controversial nature of this pick, this promotion was not advertised with much fanfare. However, Patel passively confirmed the move himself by reposting an article on social media referencing the personnel change.On the information and econo

This week, Skippy & Doogles go scorched earth on the most chaotic economic policy rollout in recent memory. Trump's new “reciprocal” tariffs? We break down the math (spoiler: it's nonsense), the market fallout, and why it's got economists, investors, and even penguins running for the hills.Expect:

Stephen Witt's last book was entitled How Music Got Free. His latest, The Thinking Machine, a history of NVIDIA and its CEO Jensen Huang, might have been called How Intelligence Got Expensive. It's about NVIDIA's role in both the multi trillion dollar AI revolution and the world's Taiwan-centric microchip economy. Witt explains how NVIDIA transformed itself from an obscure gaming graphics company into an AI hardware powerhouse by investing in scientific computing when competitors wouldn't. He describes Huang's relentless leadership style (including demanding Musk style weekly emails from 30,000 employees), the influence of his Taiwanese heritage, and NVIDIA's success in parallel computing as a post-Moore's Law company. * NVIDIA succeeded by taking a counterintuitive approach - investing heavily in academic computing markets that seemed unprofitable but eventually led to their AI dominance.* Jensen Huang has an unusual management style featuring a flat organizational structure with 60 direct reports, mandatory weekly emails from all employees, and public critiques of underperforming teams.* Huang's Taiwanese heritage and cultural background played a significant role in NVIDIA's success, particularly in establishing crucial manufacturing relationships with TSMC.* NVIDIA's focus on parallel computing positioned them as a post-Moore's Law company, allowing them to thrive when traditional chip manufacturers like Intel and AMD hit physical limitations.* Despite NVIDIA's current dominance, they face threats from Chinese competitors, potential shifts in manufacturing due to tariffs, and the challenge of maintaining control over increasingly powerful AI systems.Stephen Witt is the author of The Thinking Machine, a forthcoming book on the AI hardware giant Nvidia. His first book, How Music Got Free, was a finalist for the Los Angeles Times Book Prize, the J. Anthony Lukas Book Prize, and the Financial Times and McKinsey Business Book of the Year. His writing has appeared in The New Yorker, Financial Times, New York, The Wall Street Journal, Rolling Stone, and GQ. He lives in Los Angeles, California.Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Named as one of the "100 most connected men" by GQ magazine, Andrew Keen is amongst the world's best known broadcasters and commentators. In addition to presenting the daily KEEN ON show, he is the host of the long-running How To Fix Democracy interview series. He is also the author of four prescient books about digital technology: CULT OF THE AMATEUR, DIGITAL VERTIGO, THE INTERNET IS NOT THE ANSWER and HOW TO FIX THE FUTURE. Andrew lives in San Francisco, is married to Cassandra Knight, Google's VP of Litigation & Discovery, and has two grown children. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

Is this the end, or just the beginning of a new chapter? This week on The Six Five, hosts Patrick Moorhead and Daniel Newman discuss the turbulent waters of a market reeling from trade war escalations and looming recession fears. But amidst the chaos, a long-term narrative emerges: the unstoppable force of AI. The handpicked topics for this week are:   Microsoft Copilot Consumer Announcements: A breakdown of Microsoft's latest consumer-focused Copilot features and their potential impact on user adoption and competition with other AI assistants.   Qualcomm's IoT Expansion: An overview of Qualcomm's acquisitions and strategies to build out its presence in the industrial IoT and edge computing sectors, focusing on the growing importance of edge data for AI.   Intel Vision Event Recap: A discussion of Intel's Vision event, with a focus on new CEO Lip-Bu Tan's messaging and the company's strategy for competing in the AI-driven future.   TSMC and Intel Partnership Rumors: A debate on the potential partnership between TSMC and Intel and an exploration of pros and cons for Intel and national security implications.   Bulls and Bears: Market Volatility:An analysis of the current market downturn, the factors driving investor uncertainty, and the long-term outlook for major tech companies amid this volatility.   AI's Power Consumption Problem and Solutions: An off-the-record discussion about the increasing energy demands of AI and the potential solutions being explored to address this challenge. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.  

Timestamps: 0:00 what could have been 0:13 Switch 2 details, pre-orders delayed 1:35 US tariffs effect on tech industry 4:00 Intel, TSMC joint venture 5:57 QUICK BITS INTRO 6:08 Copilot upgrades, Midjourney v7 6:58 What is an RTX 5090 Laptop? 7:40 Seven39 limited-hours social site NEWS SOURCES: https://lmg.gg/tEJAo Learn more about your ad choices. Visit megaphone.fm/adchoices

Intel and TSMC form a joint venture to operate Intel's chipmaking facilities, Hackers targeted Australia's major pension funds, and Microsoft’s $349.99 cloud PC is now available. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. If you enjoy whatContinue reading "Intel And TSMC Form A Joint Venture To Operate Intel's Chipmaking Facilities – DTH"

TSMC and Intel have reached a preliminary deal where TSMC will help operate Intel's chip facilities and own a 20% stake in a new joint venture. The agreement, influenced by U.S. efforts to revitalize domestic chip production, may involve TSMC sharing manufacturing techniques and training Intel staff. While still in early stages, the move marks … Continue reading TSMC and Intel's Partnership #1811 → The post TSMC and Intel's Partnership #1811 appeared first on Geek News Central.

In this episode of Multifamily Masterclass, we break down a historic Q1 for Neighborhood Ventures—our biggest fundraising quarter ever. We revisit the successful Elden UPREIT transaction and unpack the tax benefits of UPREITs and real estate investing more broadly. We dive deep into our latest acquisitions: Venture on Colter and Venture on 52nd—two of the largest foreclosure multifamily deals in metro Phoenix this year. Hear the story behind how we acquired them at steep discounts, our current strategy to increase occupancy and rents, and what this means for our investors. Plus, we discuss the booming success of our Opportunistic Fund, how we vet deals, and the pros and cons of direct investment versus fund investment. Also in this episode:  - Why TSMC's $160 Billion Arizona investment is a game changer for real estate  - How new tariffs and rising costs are impacting multifamily operators and renters  - Why now might be the time to buy, not build If you're an investor, property owner, or just love talking shop about real estate, this is one episode you don't want to miss.

In this episode of Market Mondays, we break down key developments in the market and answer top investor questions. We start by drafting a “starting 5” from stocks like Visa, Tesla, Boeing, FedEx, Lockheed, and more. We cover the daily habits every trader needs to stay competitive, and what the official end of the SEC vs. Ripple case means for XRP.We explore the next big tech trends set to shift consumer behavior and how businesses can prepare. We also discuss the potential Intel asset acquisition by TSMC and Broadcom, the long-term potential of $WM, and how to use Yen/USD movements to gain a trading edge. Plus, we share insights from visits to Nvidia and Meta, discuss China's propaganda influence, and evaluate $APLD, ARKK's potential comeback, and who might lead the data center race beyond Nvidia.#MarketMondays #StockMarket #Investing #Nvidia #CathieWood #Ripple #TSMC #Broadcom #YenUSD #Trading #DataCenters #Tesla #Visa #FedEx #ARKK #XRP #TechStocks #APLD #Cava #Meta #China #FinancialEducationInvest Fest Link: https://investfest.comOur Sponsors:* Check out NerdWallet: https://www.nerdwallet.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy