Podcasts about TSMC

My guests today are Gavin Uberti and Rob Wachen, the founders of Etched.  A few years ago, when they set out to build a better AI chip than the largest companies in the world, almost everyone I called told me it could not be done. They have since done it, taping out a working chip on their first attempt and becoming the first hardware company founded after ChatGPT to do so. They already have more than a billion dollars of customer demand for their first product, and have raised eight hundred million dollars to build it.  Etched builds chips and systems designed to run AI models faster and at lower cost. They started the company in 2023, and that product is a complete rack for inference, the chip along with the boards, the power delivery, the interconnects, and the manufacturing to produce it all. We talk about the technical bets behind their architecture, how they hired industry legends and paired them with elite 22 year-olds, and why they believe inference will become one of the largest markets in the world. I think you will find the story of what they have built hard to forget. Please enjoy my conversation with Gavin and Rob. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:07) Gavin Uberti and Rob Wachen (00:03:54) Two 21-Year-Olds Taking on NVIDIA (00:07:52) The Two Technical Bets Behind Their Architecture (00:14:15) Why Inference Becomes the Biggest Market (00:20:23) Rob and Gavin's Origins Stories (00:28:38) How They Recruit Industry Legends (00:36:30) Moving a Dozen Engineers to Bangalore for Six Months (00:38:01) Speed Wins (00:43:58) Getting More Concurrency Out of Every Megawatt (00:52:44) Vertical Integration (00:57:43) Hardest Obstacles to Overcome (01:01:09) Raising The Largest AI Chip Series A Ever (01:06:29) TSMC (01:13:20) Designing Gen 2 for Gigawatt-Scale Production (01:16:42) Why Machines Don't Think Like People (01:20:03) A Year of Compute Compressed Into a Month (01:23:44) The Trillion-Dollar Data Center (01:26:19) The Kindest Thing

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the AI trade and why it's far from over, the memory shortage driving Micron, which AI models are winning and losing, how agentic loops are replacing white collar jobs, why bitcoin and the debasement trade are selling off — and what comes next.=====================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto's potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/=====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.=====================Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)For media inquiries, please contact: media@bitget.com=====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=====================0:00 - Intro1:13 - Is the AI trade over?4:11 - Micron, memory shortage, & the AI supply chain9:54 - Intel, TSMC & the AI arms race13:11 - Claude vs. ChatGPT vs. Gemini24:26 - Agentic loops & job displacement29:50 - What is the impact of regulation?34:55 - Stripe, solopreneurs & AI commerce38:12 - Bitcoin, gold & the debasement selloff43:11 - Tokenization & bitcoin's third wave45:04 - Jordi's upcoming video

Patrick Moorhead and Daniel Newman return from a packed week of travel, covering HPE Discover 2026 and Pure Accelerate hosted by Everpure. They break down the government-forced shutdown of Anthropic's Mythos 5, the Apple-Intel foundry signal, the xAI-Cursor acquisition, and whether enterprise AI spending is actually contracting or simply concentrating. Episode 309 of The Six Five Pod covers the week's events, market moves, and the structural questions that follow. The handpicked topics for this week are: Anthropic Mythos 5 Forced Shutdown: The U.S. government issued a 90-minute compliance window and a worldwide kill switch on Anthropic's Mythos 5 and Claude Fable 5 models, forcing them offline across all geographies. Patrick and Daniel examine what this means beyond the immediate headlines: model access has entered the same geopolitical variable set as semiconductor export controls, and every enterprise CIO now has a new on-premises infrastructure argument on the table. The shutdown also surfaced an unexpected counterpoint from the cybersecurity community, which argued that Mythos 5, operating in a defensive capacity, was itself a protection layer against the use of adversarial models. Anthropic's decision to revoke access globally rather than implement citizenship-based authentication reflected both the 90-minute timeline and the practical impossibility of real-time identity verification at scale. (The Decode) HPE Discover 2026: The Agentic Infrastructure Story: Six Five Media spent multiple days at HPE Discover in Las Vegas, live-streaming coverage that drew more than 30,000 viewers across the event. Patrick and Daniel break down HPE's most complete agentic stack story to date, covering its networking-led compute approach, expanded NVIDIA and Broadcom silicon partnerships, autonomous networking through Marvis, and Juniper's integration into the AMD Helios interconnect as a path into hyperscale deals HPE previously lacked access to. (The Decode) Pure Accelerate 2026 and the Everpure Data Primacy Pitch: At Pure Accelerate, Everpure made its clearest case yet for a data intelligence layer designed to reduce token costs in enterprise AI workflows by operating across any storage vendor, any enterprise application, and without being hard-coded into the underlying array. Patrick and Daniel assess the value proposition and the proof burden separately: the concept is differentiated, particularly against Snowflake and Databricks, in that Everpure does not require its own storage hardware, but the company still needs to demonstrate ROI at scale and earn permission to compete in a market where data platform players have already established category positioning. (The Decode) Apple and Intel: The 18AP Signal and What It Sets Up for 14A: The announcement that Apple will manufacture chips with Intel sent Intel's stock up roughly 10%. The hosts parse what that deal likely looks like in practice: 18AP as a test drive for lower-risk logic-layer parts, with the more consequential milestone being a potential M7 SoC on Intel's 18AP process. The underlying driver is the TSMC capacity constraint, with Samsung logic deals picking up across the industry for the same reason. The real inflection point that Patrick notes is 14A: if Intel's backside power delivery process reaches risk production and scales to iPhone volume by 2028, the strategic weight of the Apple relationship will fully materialize. (The Decode) xAI Acquires Cursor for $60 Billion: Elon Musk's xAI acquired Cursor for $60 billion using equity inflated by SpaceX's IPO run-up, a move Patrick characterizes as buying market position in a category where xAI arrived late, having missed the window on thinking models and tool calling. Cursor brought $4 billion in ARR, 7 million monthly active users, and 50% Fortune 500 penetration into the deal. The open question remains whether xAI can convert that installed base into a durable enterprise AI stack or whether it remains primarily a GPU capacity provider selling at well above neo cloud market rates, with the Google-SpaceX deal drawing additional scrutiny as a related-party transaction preceding the IPO. (The Decode) The Flip: Is Enterprise AI Spending Contracting or Concentrating? Patrick takes the position that enterprise AI is entering a rationing phase, pointing to Accenture's bookings decline, Microsoft cutting developer access to cloud code, Uber blowing through cloud licenses, and the emergence of AI cost management as a venture category as converging proof points. Daniel argues the opposing case: dollar volume is growing even as project counts fall, hyperscaler CapEx guidance continues to accelerate across Microsoft, Google, Amazon, and Meta, and what reads as contraction is the market moving from subsidized pilots to production deployments tied to measurable P&L outcomes. Both agree the hard ROI era is arriving, and the real debate is whether that transition reads as discipline or deceleration on the way in. (The Flip) Fed Chair Kevin Warsh's First Meeting: New Fed Chair Kevin Warsh held rates steady in a unanimous decision but delivered remarks that the market viewed as hawkish, sending the S&P lower and two-year yields up 16 basis points before a partial recovery the following day. Patrick and Daniel note the structural signal beneath the reaction: Warsh is establishing the Fed's independence from political pressure while also signaling an intent to move away from survey-based data that arrives three to six months stale, in favor of more real-time economic inputs. Daniel draws a direct line to the kind of forward-looking data infrastructure that firms like Palantir, Databricks, and Snowflake are positioned to provide at the institutional level. (Bulls and Bears) Iran-Israel-U.S. Developments and Oil Below $80: A Memorandum of Understanding between Iran, Israel, and the U.S. briefly sent oil below $80 and signaled a potential opening of the Strait of Hormuz, though by the time of recording, reports were already emerging that the situation may be reversing. Patrick and Daniel keep it brief: the market has largely looked through the geopolitical noise, rallying through the period of conflict, and the oil price signal matters more to the macro environment than the diplomatic specifics. (Bulls and Bears) Accenture Earnings — The Services Layer Faces the Agentic Reckoning: Accenture beat on earnings but missed on revenue. The company reported a bookings decline of 2%, trimmed its 2026 revenue guide by 3-4%, and saw its worst single-day stock reaction in years. Patrick and Daniel use the result as a structural lens rather than a single-quarter data point: agentic AI and enterprise technology vendors are absorbing exactly the work that large professional services firms have historically owned, and the market is beginning to price that displacement ahead of the labor data catching up. Patrick flags this as the canary in the coal mine for the global services industry broadly. (Bulls and Bears) SpaceX IPO Volatility and Valuation Reality: The SpaceX IPO debuted at $135, surged above $210 on its first day of trading, and finished the week around $181. At its peak, the company briefly surpassed the market capitalizations of both Amazon and Microsoft before pulling back. Patrick and Daniel unpack the gap between the premium investors are assigning to Elon Musk and the company's underlying fundamentals. Despite generating roughly $50 billion in annual revenue, SpaceX remains unprofitable, and upcoming lock-up expirations could introduce meaningful volatility, particularly on the downside. Patrick points to long-term comparisons with Amazon and Tesla, while noting that many retail investors are still near break-even. The discussion explores how much of SpaceX's valuation is based on future potential versus current performance—and how much room remains for investor expectations to reset before fundamentals catch up. (Bulls and Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode  US Government Forces Anthropic to Disable Claude Fable 5 + Mythos 5 Worldwide — First-Ever Federal Shutdown of a Commercial Frontier AI Model; 90-Minute Compliance; EU + UK Sovereign-AI Talks Accelerate https://www.anthropic.com/news/fable-mythos-access  HPE Discover 2026 — Neri Bets the Company on Networking as the AI Control Plane; Juniper Integration Operational; Vultr Standardizes on HPE + NVIDIA https://www.crn.com/news/networking/2026/hpe-ceo-antonio-neri-five-boldest-statements-from-hpe-discover-2026 Everpure - Pure//Accelerate 2026 — First Conference Under New Name; "Data Primacy" Vision; Data Stream Built on NVIDIA AI Data Platform; Data Intelligence GA https://www.prnewswire.com/news-releases/everpure-unveils-data-primacy-architecture-for-the-ai-era-302803097.html  Apple's Chip Supply Chain Realigns in One Week — Intel 18A-P Enters Risk Production June 16; White House Confirms Apple-Intel Foundry Deal June 18 (INTC +9% to Record $135); Cook Says iPhone/Mac/iPad Price Hikes "Unavoidable" on RAM Crunch https://www.investing.com/analysis/appleintel-chip-manufacturing-deal-reshapes-foundry-race-200682398 SpaceX Buys Cursor for $60B All-Stock Four Days After IPO — Largest Developer-Tooling Acquisition Ever; Cursor at $4B ARR / 50%+ Fortune 500; Musk's xAI Loses the Code War, Buys the Winner https://www.cnbc.com/technology/ The Flip Are enterprise AI budgets contracting — is the procurement boom ending and the rationing phase beginning? FOR: Yes — Accenture cut its guide and bookings declined today; Uber blew through AI budget in months; Meta killed its leaderboard. https://www.businesswire.com/news/home/20260618029271/en/Accenture-Reports-Third-Quarter-Fiscal-2026-Results AGAINST: No — AI infrastructure capex is accelerating; enterprise demand is supply-constrained, not budget-constrained. https://ca.investing.com/news/stock-market-news/stifel-raises-jabil-stock-price-target-to-460-on-ai-growth-93CH-4698089 Bulls & Bears MACRO — FOMC Chair Kevin Warsh's Inaugural Meeting: Unanimous Hold at 3.5–3.75%, Statement Stripped of Cutting Bias; Dot Plot Flips to a 2026 HIKE at 3.8% Median; Warsh Refuses Own Dot; Worst Fed Day for a New Chair Since 1994 https://www.cnbc.com/2026/06/17/fed-meeting-today-live-updates.html  MACRO — Oil Cracks Below $80: Brent $78 (3-Month Low), WTI $75; US-Iran 14-Point MoU Signed at Versailles; Strait of Hormuz Reopening; IEA Projects 5.05 Mbpd Supply Glut in 2027 https://finance.yahoo.com/economy/policy/articles/oil-plunge-below-80-already-174253019.html Accenture (ACN) Q3 FY26 ACTUALS — EPS $3.80 Beats $3.70 (+9% YoY); Revenue $18.72B Slight Miss; Bookings DECLINE −2% to $19.3B; FY26 Guide Trimmed to 3–4% Local; Stock −13.3% Open; $9B Cybersecurity Acquisition Push https://www.businesswire.com/news/home/20260618029271/en/Accenture-Reports-Third-Quarter-Fiscal-2026-Results  SpaceX (SPCX) Post-IPO Trading Action — Melt-Up to $225.64 Tuesday Intraday Briefly Surpasses Amazon at $2.85T; Round-Trips to $192 by Wednesday Close on Fed Hawkish Pivot; Morningstar Fair Value $62 (~69% Implied Downside) https://www.cnbc.com/2026/06/15/evercore-isi-says-landmark-spacex-ipo-could-reignite-bull-market-send-sp-500-to-9000.html  

你知道現在擠爆全台灣大專院校的是滿滿的外國學生嗎？ 台灣少子化嚴重，原本學校非常擔心就學招生不足的問題。但全球的年輕人開始瘋狂的選擇來台灣唸書，還引發大量國際媒體的報導。 台灣已經成為全球外國留學生的熱門目標之一，日本學生來台人數竟然在這一年超過台灣赴日留學人數？外國人為什麼越來越喜歡來台灣留學？本集大揭密！ 除了台灣半導體AI供應鏈太強，台積電台達電和碩等科技大廠還用這招吸引外籍生，連國際媒體路透社日本東洋經濟都在關注？台灣的大學幫助外國留學生發光發熱，找到人生方向，暖心故事千萬別錯過！ 全台獨家的世界經濟追劇深入報導，精彩萬分，持續連載中！ （現在就加入會員支持我們，還可以看到更多專屬影片～） https://www.youtube.com/@emmytw/join ✦

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Dr. Ankur Crawford from Alger to discuss: what everyone is getting wrong about the AI trade, why this technology is different, letting the market tell you if you're wrong or right, and how to manage a concentrated portfolio of stocks.  Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://idontshop.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 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 Ben Carlson 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. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 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. Alger Disclaimer: The views expressed are the views of Fred Alger Management, LLC (FAM) and its affiliates as of June 2026. This material is not meant to provide investment advice and should not be considered a recommendation to purchase or sell securities. Holdings are subject to change. Risk Disclosures: Investing in the stock market involves risks, including the potential loss of principal. Growth stocks may be more volatile than other stocks as their prices tend to be higher in relation to their companies' earnings and may be more sensitive to market, political, and economic developments. The following represented the noted percentage of CNEQ assets as of 3/31/26: Micron 0%; Astera Labs 2.0%; Nebius 5.2%; Anthropic 4.4%; TSMC 5.8%; Lam Research 0%; GE Vernova 3%; Nvidia 14.9%; QXO 4%; Heico 2.2%. Before investing, carefully consider the Fund's investment objective, risks, charges, and expenses. For a prospectus and summary prospectus containing this and other information or for the Fund's most recent month-end performance data, visit www.alger.com, call (800) 223-3810 or consult your financial advisor. Read the prospectus and summary prospectus carefully before investing. Distributor: Fred Alger & Company, LLC. Listed on NYSE Arca, Inc. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE. Learn more about your ad choices. Visit megaphone.fm/adchoices

El episodio 119 llegó con historia, escándalo y datos que no te podés perder.Arrancamos con el hito más grande del momento: Elon Musk se convirtió en el primer trillonario de la historia. SpaceX salió pública a 2.3 trillones de dólares y lo puso en una categoría donde nadie más existe. Lucas lo dijo mejor que nadie: él está más cerca de Larry Page que Larry Page de Elon. Un número que no tiene sentido hasta que lo escuchás.Después hablamos de por qué SpaceX no es solo una empresa espacial. Es la única compañía verticalmente integrada de principio a fin para la era AI: tiene datos, centros de cómputo, energía solar, telecomunicaciones satelitales y exploración espacial bajo el mismo techo. El bull case es simple y brutal.Luego viene el escándalo de la semana. El fundador de Cloudflare contó públicamente que Vinod Khosla, uno de los VCs más respetados del mundo, intentó convencerlo de echar a sus co-founders a cambio de quedarse con todo el equity. Y cuando lo negó, publicó el term sheet como prueba. Una historia que debería leer todo founder antes de levantar su primera ronda.También hablamos de un caso cercano que sirve de advertencia real: un co-founder que quiso salirse de una startup que no funcionaba y recibió amenazas legales de sus socios y los VCs para que perdiera su vesting. La lección es clara — antes de arrancar una compañía, hay que tener las conversaciones incómodas.En el frente de IPOs, Anthropic y OpenAI hicieron sus filings privados casi al mismo tiempo y están obligando a los banqueros a elegir bando. Lucas se queda con Anthropic. Cristóbal también, aunque reconoce que la flexibilidad moral de Sam Altman en el mundo de Trump puede ser una ventaja.Después analizamos a Bending Spoons, los italianos que compraron Evernote, Vimeo y WeTransfer entre otros, y los están exprimiendo con AI desde Milano a una fracción del costo americano. Un modelo de negocio que muchos subestiman y que ya factura más de un billón de dólares al año.Cerramos con tres temas que tocan directamente la vida cotidiana. AI destruyó el modelo de las grandes consultoras — Accenture cayó 18% en un solo día y los puestos entry-level están desapareciendo, lo que pone en jaque el ROI del MBA. Los smartphones y la caída global de la natalidad tienen una correlación que empieza a asustarnos a todos. Y los propios CEOs de las redes sociales no le dan pantallas a sus hijos, que es la señal más honesta que existe sobre lo que realmente piensan de sus productos.

張炤和 黃世聰 張甄薇 張禹宣

- Electron-on-helium qubits - Is the new Huawei Kirin chip equivalent of a TSMC 3nm chip? - Intel launches 18A-P node, with Power Boost dual-contact transistor - Intersect360 announces market size and forecast - TOP500 analysis coming later this week [audio mp3="https://orionx.net/wp-content/uploads/2026/06/HPCNB_20260622.mp3"][/audio] The post HPC News Bytes – 20260622 appeared first on OrionX.net.

Welcome to the Tech Latest podcast. Every Tuesday, our tech experts Katey Creel and Shotaro Tani deliver the hottest trends and news from the sector.In this episode, Shotaro speaks with chief tech correspondent Annie Cheng Ting-Fang about how AI-driven demand is pushing companies like BYD, Google, AMD and Tesla to turn to Samsung for chipmaking as TSMC's capacity comes under increasing strain. == == == == == == == ==Check out this episode's ⁠⁠⁠⁠featured story below: ⁠⁠⁠⁠Samsung sees rising chip production requests from BYD, Google, AMD: sources== == == == == == == ==And ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠register for our weekly #techAsia newsletter here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Find more of our tech coverage here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.And for the Asian business, politics, economy and tech stories others miss, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠please subscribe to Nikkei Asia here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Thanks for listening!

เรื่องราวสงคราม Chip ที่เกี่ยวข้องกับทุกคน #7

Data centers might have a climate problem. With more than 80% of data centers worldwide in regions at high risk of drought, flooding, or wildfires. The implication of these trillions in investment being at elevated risk to weather related disasters could have some major downstream issues. Pluis, a dive into Accenture's earnings and the challenges facing the IT consulting industry.Listeners, we want your voices heard. The SEC is proposing that companies cut their regular reporting in half to two times a year. We think that's a mistake for individual investors.The SEC will take public comments on this issue until July 6th. We want to #savethe10q. Go to https://www.fool.com/investing/2026/06/15/motley-fool-save-the-10q/ to read our full statement and learn how to submit a public comment to the SEC.Companies discussed: META, TSMC, SPCX, TSLA, BMI, ITRI, VRT, ACN, EXLS, GLOB, IBMHost: Tyler CroweGuests: Matt Frankel, Jon QuastlEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

El programa 2890 de Radiogeek repasa las novedades tecnológicas más importantes del día: Tim Cook afirma que las subidas de precios de Apple son "inevitables" debido a la crisis de memoria.; Los líderes mundiales quieren la IA estadounidense. Simplemente no quieren que Estados Unidos pueda desactivarla; Snap presenta Specs: sus lentes de RA de 2.195 dólares; El CEO de Qualcomm predice que los agentes de IA usarán aplicaciones móviles; Samsung considera adquirir una participación en la empresa estadounidense de robótica Boston Dynamics; Según los informes, TSMC busca aprovechar la ventaja que le queda a Samsung en el mercado de chips; y por último Niantic Spatial niega el rumor de que el ejército estadounidense esté utilizando datos de Pokémon Go para entrenar drones. Read More: https://www.engadget.com/2196902/tim-cook-says-apple-price-increases-are-unavoidable-due-to-memory-crunch/ Toda esta información la pueden encontrar desde nuestra web www.infosertec.com.ar o bien desde el canal de Telegram/Whastapp, o Instagram. Esperamos sus comentarios.

Fresh out of the studio, Eyck Freymann, Hoover fellow at Stanford and author of Defending Taiwan: A Strategy to Prevent War with China, joins us to explore why the Taiwan question will be decided by economics and coercion, not by invasion. Eyck unpacks the Thucydides Trap as a warning, not a prophecy, traces how Xi Jinping's Belt and Road statecraft shapes his approach to Taiwan, and contrasts a kinetic invasion with the "quarantine" scenario he fears most. He reframes 2027 as a capability milestone, recasts TSMC as a "silicon magnet" binding America to Taiwan, and flags Taiwan's 2028 election as the real flashpoint. Last but not least, Eyck argues the real task is to deter the crisis, not the war."For Beijing, I hope they will say: the United States actually does have a strategy to use every element of its national power to preserve peace and stability without provoking us, and we should not assume the United States is incapable of an effective response. In Taiwan, I think the lesson is: the United States trusts the people of Taiwan to choose the best future for themselves, and ultimately Taiwan's fate is up to the people of Taiwan to choose. That is the heart of what the American One China policy is about and must be about. The people of Taiwan must choose, and the United States will respect their choices. That is a profound insight that doesn't get said often enough." - Eyck FreymannEpisode Highlights:[00:00] Quote of the Day by Eyck Freymann from the Hoover Institution at Stanford[01:18] Eyck's origin story[04:02] When Taiwan deterrence pulled the threads together[06:33] Why the CCP embraces the Thucydides Trap[07:36] Belt and Road as decentralized statecraft[10:18] How Belt and Road consolidated Xi's power[11:39] Xi's legacy project: why Taiwan comes next[12:17] What gets lost without untranslated Chinese sources[14:12] China's unexplained nuclear breakout[16:23] Applied history: lessons from three mentors[19:50] Reframing the timeline: 2027 vs 2049[22:49] Declassifying the Davidson window[24:27] Is 2049 bound by Xi's resolution?[27:34] Cross-strait history and the counterintuitive lesson[29:28] Two scenarios: kinetic invasion vs customs quarantine[34:00] The TSMC financial-shock trigger[36:48] Strategic ambiguity vs structured ambiguity[42:39] The one thing few understand: it's all economic[44:39] The right and wrong asks of Southeast Asian neutrals[47:17] The silicon shield paradox and chip onshoring[50:19] Why the CHIPS Act won't replace Hsinchu[53:49] The January 2028 Taiwan election as a flashpoint[55:24] Meta-question: the neglected domestic politics of Taiwan[58:07] What success looks like for the book[60:14] ClosingProfile: Eyck Freymann, author of "Defending Taiwan" and Hoover FellowLinkedIn: https://www.linkedin.com/in/eyck-freymann/Personal Site: https://www.eyckfreymann.com/Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. /Here are the links to watch or listen to our podcast.Analyse Podcast Main Site: https://analysepodcast.comAnalyse Podcast Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Podcast Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Podcast LinkedIn: https://www.linkedin.com/company/analyse-podcast/Sign Up for Our This Week in Asia Newsletter: https://www.analysepodcast.com/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288

สงครามชิปที่ทุกคนบนโลกเกี่ยวข้อง #5

Good afternoon, I'm _____ with today's episode of EZ News. Tai-Ex opening The Tai-Ex opened up 103-points this morning from yesterday's close, at 45,500 on turnover of $14-billion N-T. Shares in Taiwan surged more than 1,200 points and closed above the 45,000-point mark Monday on an announcement by the United States and Iran that they have reached a peace deal slated to be signed Friday. Contract chipmaker TSMC rose 2.81 percent, contributing about 520 points to the Taiex's rise and sending the electronics index up 2.97 percent. Analysts say buying also rotated to passive electronics component makers, adding momentum to the tech sector. TFDA confirms no contaminated forumla imported The Food and Drug Administration is confirming that a contaminated (受污染的) infant formula in the US was not imported into Taiwan. The product came under scrutiny after three cases of infant botulism (肉毒桿菌中毒) were reported in the US. The US CDC found that all three affected infants had consumed the formula. Taiwanese officials say that there are no import records for the product over the past three years. According to the U.S. FDA, the three illnesses began between April and May 2026. Testing of the infant formula in question and related investigations remain ongoing. US & Iran sign peace deal, starting more negotiations US President Donald Trump says Washington and Tehran have signed a deal to end the conflict (衝突) and start further negotiations on Iran's nuclear program. The two sides are scheduled to take part in a signing ceremony on Friday in Geneva. Nick Harper reports from Washington. UN Resolution Calls on Taliban to Reverse Crackdown on Women The U.N. Security Council has unanimously adopted a resolution calling on Afghanistan's Taliban rulers to swiftly reverse their crackdown on women. China's U.N. Ambassador, whose country sponsored the resolution, said the hope is that the Afghan government will “take more proactive measures to protect human rights, especially the rights of women, and project an image of openness, inclusivity (包容性) and responsibility.” The resolution adopted on Monday extends the U.N. political mission in Afghanistan until June 17, 2027. It authorizes the mission to support humanitarian aid deliveries and promote national and local governance “without any discrimination based on sex, religion or ethnicity, with the full, equal, meaningful and safe participation of women." 1st Edition Wuthering Heights Up for Auction A rare first-edition copy of Emily Brontë's novel "Wuthering Heights" is up for auction for the first time in over a century. Christie's auction house announced Monday that this is the first copy in the publisher's original cloth binding to be auctioned since 1908. Only about 250 copies of the first edition were printed, and this one has been in a private library since shortly after (不久之後) its publication in 1847. The book, along with a copy of Anne Brontë's "Agnes Grey," is expected to sell for up to $800-thousand US dollars at a June 30th sale in London. That was the I.C.R.T. EZ News, I'm _____. -- Hosting provided by SoundOn

On today's episode, we discuss Sarah's wedding weekend—from the Godfather-themed father‑daughter dance to a last‑minute ring mix‑up that required borrowing Jim's wedding band—before shifting into news and politics. The crew then breaks down Donald Trump's flag‑day birthday bash on the National Mall, highlighting the flyovers, bald eagle, and UFC fights, and using it as a springboard to talk about his new Iran deal, which reportedly requires Iran to destroy or surrender enriched uranium, open the Strait of Hormuz without charging tolls, and stop funding groups like Hezbollah in exchange for economic development and oil exports. They connect falling oil futures and gas prices to this agreement and explore how cheaper energy could ripple into food costs, especially beef, while also noting the competition from energy‑hungry AI data centers. From there, the conversation turns to Elon Musk's expanding empire—Tesla's Full Self‑Driving quirks and improvements, chip manufacturing plans to rival TSMC, SpaceX's IPO windfall for employees, and the quiet rollout of Optimus robots—as well as a candid comparison of AI tools like Grok, Perplexity, and Claude. The episode wraps up with quick hits on local issues like Ruston's “red district” street‑party problems, concerns about hawks eyeing neighborhood cats, major airline crashes, the expiration of Patriot Act Section 702, and rumors of new executive orders to tighten mail‑in ballot tracking via USPS barcode technology. Don't miss it!

Patrick Moorhead and Daniel Newman cover Tim Cook's final WWDC as CEO and Apple's Gemini-powered Siri strategy, the $35 billion Apollo and Blackstone deal backing Anthropic's capacity expansion, Intel's packaging wins with Google and NVIDIA, SpaceX's IPO at a $1.77 trillion valuation, Anthropic's Claude Fable 5 and Mythos 5 launch across every major cloud, and earnings reactions from Oracle, Micron, and Adobe. The handpicked topics for this week are: Apple's Siri AI Will Run on Gemini, Closing Out Tim Cook's Final WWDC as CEO: At WWDC, Apple confirmed Siri AI will run on Gemini through a new billion-dollar per year, multi-year deal, while Apple's Foundation Model Cloud Pro runs on NVIDIA GPUs inside Google Cloud. The announcement marks Tim Cook's last WWDC as CEO before John Ternus takes over on September 1. Apple isn't building its own AI cluster or competing on CapEx. They're betting that by owning the consumption layer, backed by access to health data and private messaging through iMessage, Apple will have a moat that compute spending can't replicate. (The Decode) Apollo and Blackstone Close the Largest Private Credit Deal Ever Backing Anthropic's Capacity Expansion: A $35 billion deal, the largest private credit transaction on record, will fund Google TPU capacity tied to Anthropic's compute needs, with Broadcom backstopping senior debt tranches and Google backstopping lease payments. The structure treats compute as a lendable asset class and signals more than 20 gigawatts of demand still being built out through 2028. Circular financing between chipmakers, cloud providers, and AI labs has moved from controversial to standard practice. (The Decode) Intel's Foundry Wins Packaging Work on Google's TPUs, Not a Full Fab Deal: Reports that Intel landed a deal tied to Google and NVIDIA reframe what's actually being handed off. Intel gets the packaging work on over 3 million TPUs, the compute die stays with TSMC, and the I/O die is being negotiated with Samsung at 2nm. INTC rose 12% Monday. The deal represents a low-risk path for Intel to augment, not replace, TSMC, while raising questions about anti-competitive dynamics in the foundry market. (The Decode) SpaceX Becomes an AI Infrastructure Company With a $1.77 Trillion IPO: SpaceX's IPO priced amid oversubscribed demand, with its valuation now reflecting not just Starlink connectivity and launch dominance but a newly material AI business, including AI1 orbital data center tests planned for late 2027 and a $920 million per month Google compute contract running through 2029. A sum-of-the-parts breakdown of the connectivity, launch, and AI segments lands well short of the trading price, with the gap largely explained by confidence in Elon Musk's track record of execution. (The Decode) Anthropic Launches Claude Fable 5 and Mythos 5 Across Every Major Cloud: Anthropic shipped Claude Fable 5 and Mythos 5 with same-day availability across Snowflake, AWS Bedrock, Vertex AI, and Microsoft Foundry, pricing at $10 and $50 per million tokens. The hyperscaler-neutral distribution strategy lands ahead of Anthropic's anticipated IPO. The models represent a real step up in research capability over Opus 4.8, but they come with a significant change. Users no longer have the option to opt out of data sharing with Anthropic, a shift some enterprises, including Microsoft, are already responding to. (The Decode) Is SpaceX a Once-in-a-Generation Entry or the Top of the Market? One side argues SpaceX represents a generational opportunity on par with early Amazon or Netflix, with interplanetary travel and off-world resource extraction as the long-term payoff that justifies looking past current valuation math. The other side argues this is peak euphoria: a company trading at roughly 95 times sales, propped up in part by circular investment from Google into both SpaceX and its AI segment, with a steep drawdown likely before any sustained climb. (The Flip) The Chip and Security Trade Reverses From Broken to Bifurcated: The semiconductor sector posted its biggest single-day gain since 2020, with the SOX up 5% on Monday, June 8, as a prior selloff in names like Broadcom, CrowdStrike, and Palo Alto Networks fully reversed. Intel rose 12%, Marvell 10%, and Corning 7%. The rebound reframes the AI trade narrative from a broad breakdown to a split between winners and laggards within the same sector. (Bulls & Bears) Oracle Posts a Record Quarter, But the Market Focuses on a $50 Billion Funding Plan: Oracle delivered record revenue of $19.2 billion, up 21 %, with EPS of $2.11, beating estimates of $1.89. IaaS grew 93 %, the fastest pace among hyperscalers, and RPO hit $638 billion, up $85 billion quarter over quarter, including $75 billion in AI contracts. FY27 guidance of $90 billion was maintained, and EPS guidance was raised, yet the stock fell 5% after hours amid concerns about Oracle's capital spending plans. Oracle's AI cloud backlog now exceeds those of AWS, Google, and Microsoft, built heavily on commitments from Anthropic and OpenAI. (Bulls & Bears) Micron's Profit Trajectory Puts It in Google's Earnings Tier: Micron is projected to generate nearly as much profit in 2027 as Google, with Q2 revenue of $23.86 billion, up 22 % and beating estimates, and Q3 guidance of $33.5 billion in revenue, $19.15 EPS, and 81 % gross margin. The stock is up 776%, with Wall Street firms, including UBS, raising price targets. The open question is whether memory has broken its historically cyclical pattern given sustained AI demand. (Bulls & Bears) Adobe Beats Across the Board, But the Stock Drops on CEO Departure and Freemium Pivot: Adobe posted record revenue of $6.62 billion, up 13 % and beating consensus of $6.45 billion, with non-GAAP EPS of $5.96, topping estimates of $5.81. AI first ARR tripled year over year to over $500 million, with total ARR reaching $27.1 billion, and FY26 guidance was raised. The stock still fell 5.5 % after hours, driven by the CFO's departure to Marvell and market concern over a strategic shift toward freemium pricing that delays near-term profitability. (Bulls & Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Apple WWDC- Apple Caves to Google AND NVIDIA — Siri AI Runs on Gemini ($1B/yr) + Apple Foundation Model Cloud Pro Runs on NVIDIA GPUs in Google Cloud; Tim Cook's Final WWDC as CEO Before John Ternus Succeeds Him Sept 1 https://www.cnbc.com/2026/06/08/apple-wwdc-2026-live-updates.html Google's $35B Infra Deal — Apollo + Blackstone Close the Largest Private Credit Deal Ever; Broadcom Backstops Senior Tranches; Google Backstops Lease Payments https://www.reuters.com/business/apollo-blackstone-back-anthropics-35-billion-capacity-expansion-new-broadcom-tie-2026-06-09/ Intel's Foundry Reportedly Wins Google Packaging (Not Full Fab) — The Information Reframed: 3M+ TPU Packaging by Intel, Compute Die Still TSMC, I/O Die Being Negotiated With Samsung 2nm; INTC +12% Monday; Pat Calls Out TSMC Anti-Competitive Risk https://www.trendforce.com/news/2026/06/09/news-intel-foundry-gains-momentum-as-google-reportedly-orders-3m-tpus-nvidia-evaluates-18a-for-multi-die-gpu-design/ SpaceX Becomes an AI Infrastructure Company — Friday IPO at $1.77T; AI1 Orbital Data Center Tests Late 2027; Google $920M/mo Compute Contract Through 2029 https://finance.yahoo.com/markets/stocks/articles/spacex-poised-history-record-75-100000402.html Anthropic Ships Claude Fable 5 + Mythos 5 — Same-Day Distribution Across Snowflake, AWS Bedrock, Vertex AI, Microsoft Foundry; Hyperscaler-Neutral by Design Ahead of IPO; $10/$50 per M Tokens https://www.anthropic.com/news/claude-fable-5-mythos-5 The Flip FOR: https://www.cnbc.com/2026/06/11/spacex-billionaire-investing.html AGAINST: https://www.nytimes.com/2026/05/20/technology/elon-musk-spacex-ipo.html Bulls & Bears The Chip + Security Tape Recovery — SOX +5% Monday June 8 (Biggest Day Since 2020); AVGO/CRWD/PANW Selloff Reversed; Intel +12%, Marvell +10%, Corning +7%; the AI Trade Pivots From "Broken" to "Bifurcated" https://www.investopedia.com/stock-market-today-dow-jones-s-and-p-500-06082026-11992852 Oracle (ORCL) Q4 FY26 ACTUALS — Record $19.2B Rev (+21%), EPS $2.11 Beat ($1.89); IaaS +93%; RPO HITS $638B (+$85B QoQ, $75B AI Contracts); FY27 $90B Guide Maintained, EPS Guide Raised; Stock −5% AH on Massive Capex Plan https://www.tradingkey.com/analysis/stocks/us-stocks/261959450-oracle-record-q4-2026-earnings-report-cloud-data-center-stock-tradingkey "$MU Will Generate Almost As Much Profit in 2027 as $GOOGL"; Q2 Rev $23.86B (+22% Beat), Q3 Guide $33.50B / $19.15 EPS / 81% GM; MU Stock +776%; UBS Among Wall Street Raising Targets https://247wallst.com/investing/2026/06/11/wall-street-just-put-a-monster-target-on-micron-is-the-stock-still-too-cheap/ Adobe (ADBE) Q2 FY26 ACTUALS — Record $6.62B Rev (+13%) Beats Consensus $6.45B; Non-GAAP EPS $5.96 Beats $5.81; AI-First ARR Triples YoY to $500M+; Total ARR $27.10B; FY26 Guide RAISED; Stock −5.5% AH Despite Beat-and-Raise https://www.businesswire.com/news/home/20260611677110/en/Adobe-Reports-Record-Q2-Results    

What if the thing limiting AI growth isn't chips or power, but wastewater treatment capacity?In this episode of KP Unpacked, KP Reddy and Nick unpack why water infrastructure is the next bottleneck. Jacobs has a $22.7B backlog weighted toward water. AECOM intends to double its water business in three years. Stantec's water practice is its single largest vertical. Meta just built a $70M wastewater plant in Idaho. TSMC broke ground on a 15-acre water reclamation facility in Phoenix targeting 90% recycling. The CHIPS Act, EV gigafactories, and hyperscaler water-positive commitments are pulling wastewater treatment capacity onto private campuses at a scale AEC hasn't seen since the petrochemical buildout of the 70s.KP and Nick reveal Shadow's bet in the space: Western Chemicals, which uses duckweed (a plant that doubles in size every 24 hours) grown on wastewater to filter nitrogen and phosphorus while producing ethanol fuel. The insight? Wastewater treatment consumes 2% of global electricity using heavy machinery to do what biology does for free. Then they pivot to why big ideas need big capital (raising $1M for pre-con AI versus $100M for modular wastewater plants), why college grads complaining about no job offers have recency bias ($250K signing bonuses for 22-year-olds was never normal), and why skepticism from engineering firm LPs is actually an anti-signal Shadow should lean into.Key questions answered:Why is water the next infrastructure constraint after data centers and power?What's Shadow's water infrastructure bet, and what is duckweed?How does duckweed double in size every 24 hours and filter wastewater for free?Why does wastewater treatment consume 2% of global electricity?Why are private companies building their own wastewater plants now?Should founders raise $1M seed rounds or $100M for big infrastructure ideas?Is the college grad job crisis real, or just recency bias from the 2010s?Why is skepticism from engineering LP firms an anti-signal for Shadow?What's the difference between alpha (non-consensus bets) and beta (consensus with upside)?How does Founders Fund operate with only 4 partners managing billions?What happened with the Vinod Khosla/Cloudflare co-founder drama?Why do co-founder breakups kill more startups than bad products?If you're wondering where infrastructure investment flows after data centers, trying to understand why wastewater suddenly matters, or deciding whether to raise incrementally or swing for $100M on a big idea, this episode will show you why the next constraint is already visible, and capital is moving faster than you think.Listen now.

De slotkoers van de grootste beursgang ooit is bekend. 160 dollar en 95 cent. SpaceX is 2.1 biljoen dollar waard en Elon Musk is biljonair. Bij OpenAI en Anthropic kunnen ze rustig ademhalen, want de markt is niet stuk. Integendeel: beleggers hebben opnieuw betaald voor de mythe van Musk en tonen zich bereid om verregaande bedragen te steken in de bizarre waarderingen van AI-bedrijven die dit jaar naar de beurs gaan. Tijdens het laatste uur van de beursdag maakten Donner Bakker, Jochem Visser en hun gasten een extra uitzending richting die laatste koers op de borden. Gast Johannes Smit, portfoliomanager bij het Centive Global Equity Fund van IBS, legt uit wat dit betekent voor de markt en voor beleggers. Hij bespreekt het verdere verloop van de koers nu er aandelen kunnen worden verkocht door insiders, terwijl indexen juist gedwongen gaan kopen. En hij legt uit waarom de verregaande zorgen van indexbeleggers wat hem betreft onterecht zijn. Gasten Joe van Burik en Ben van der Burg, techcommentatoren van BNR en makers van De Grote Tech Show, bespreken hoe dit bizarre bedrijf nu in elkaar steekt en hoe dat zo is gekomen. Natuurlijk moet Musk zelf ook nog even langs de lat worden gelegd. Is zijn effect op het universum nou netto positief, of negatief? Hint: er is een goeie discussie over te voeren. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

"Als je een passie hebt voor beleggen, dan is dit een van de mooiste dagen die je je kunt voorstellen", zegt Richard de Jong van Van Lieshout & Partners over de beursgang van SpaceX. En een spektakel is het geworden: Musk is de eerste mens op aarde die meer dan 1000 miljard dollar vermogen heeft. Richard roemt de sterke positie die SpaceX heeft in de ruimtevaart en is vol bewondering over de prestaties van Musk als ondernemer. "We beleggen niet in verlieslatende bedrijven", voegt hij er wel aan toe als reden waarom hij niet heeft ingetekend op de emissie. "We beleggen wel in ETF's, dus die SpaceX-aandelen komen toch wel naar ons toe." Joost van Leenders van Van Lanschot Kempen deelt de bewondering voor Elon Musk. "Het is een enorm evenement, maar je koopt vooral de visie, of de droom van Musk. Hij heeft enorme dingen voor elkaar gekregen." Hij tekent er wel bij aan dat je er 95 keer de omzet voor betaalt, wat natuurlijk ongekend veel is. Trump heeft inmiddels voor de negenendertigste keer gezegd dat vrede in het Midden-Oosten nabij is. Op termijn is dat bepalend voor het beurssentiment, aan de andere kant: wie had voorspeld dat dit maanden zou duren, dat de Straat van Hormuz gesloten zou worden én de beurzen op recordhoogten zouden staat, die was voor gek verklaard. En toch sloot de AEX op een record van 1081 punten... Verder in de podcast aandacht voor de algemene economische ontwikkelingen en de cijfers van onder andere Adobe, Oracle en de omzetcijfers van TSMC. Natuurlijk bespreken we de luisteraarsvragen en geven de experts hun tips. Joost tipt deze keer een Amerikaans technologiebedrijf, Richard tipt een ETF met de ISIN-code IE00BMX0DF60. 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.

STREAMING MAKING JBS, FEATURING GIORDON CHANG, JIM HOLMES, GREG SCARLATOIU, VICTORIA COATES, 6-1-26.1905 SHANGHAIThe provided transcript features a series of discussions between John Batchelor, Gordon Chang, and various experts regarding the strategic and economic challenges posed by China and North Korea. Early segments focus on Kim Jong-un's tactical shifts, specifically his strengthening of internal security and the tacit acceptance of North Korea's nuclear status by China. The dialogue then shifts to maritime strategy, analyzing the expansion of the People's Liberation Army Navy and its ambition to field a fleet of aircraft carriers to rival the United States. Further segments examine the critical importance of Taiwan and the global reliance on TSMC for advanced semiconductors, which creates a high-stakes bottleneck for artificial intelligence. Finally, the speakers address economic security, highlighting the Pentagon's blacklisting of Chinese firms and the push for country-of-origin labeling to combat forced labor and military entanglement. Throughout the text, the experts emphasize that Chinese diplomacy and industry are inextricably linked to the state's military and geopolitical objectives.

SCHEDULE JOHN BATCHELOR SHOW, 6-10-26.Greg Scarlatoiu analyzes Xi Jinping's visit to Pyongyang, noting that Kim Jong-un now views himself as a strategic equal to Xi and Putin. Despite sanctions, North Korea's economy shows a facade of growth fueled by billions made exporting artillery and special forces to Russia. Kim is also modernizing his security apparatus into a structure similar to Russia's FSB. (1)Professor Jim Holmes discusses the naval balance between the U.S. and China, suggesting the PLA Navy aims for six aircraft carriers to project power in the Western Pacific and Indian Ocean. While China has made strides in naval aviation without the heavy losses the U.S. historically endured, Holmes believes they still lag behind in technological sophistication and human tactical proficiency. (2)Victoria Coates highlights Taiwan's indispensable role in the global AI revolution through TSMC's high-end chip production, which the U.S. and China currently cannot replicate. She emphasizes that Taiwan's engineering "super workers" are a state secret. Coates also discusses the political friction in Washington regarding arms sales and the need for Taiwan to increase its own defense spending. (3)Victoria Coates addresses the Pentagon's decision to list major Chinese companies like BYD and Alibaba as security risks due to their military ties. She argues for clear country-of-origin labeling on products to inform American consumers. Furthermore, Coates criticizes the Biden administration for prioritizing climate goals over addressing China's use of forced labor in the solar panel supply chain. (4)Natalie Ecanow details Qatar's massive $400 billion investment footprint in the United States, including high-profile real estate like New York's Park Lane Hotel and significant orders for Boeing aircraft. She argues these investments are not merely financial but serve to buy long-term political influence and goodwill with American policymakers, regardless of party affiliation, by embedding Qatari wealth into the U.S. economy. (5)Natalie Ecanow explains that Qatari wealth is controlled by the Al-Thani autocracy, whose values often conflict with U.S. interests, such as their support for Hamas and the Taliban. She highlights the lack of transparency in Qatarifunding, citing a lawsuit that revealed nearly half a billion dollars in undisclosed money sent to Texas A&M University, and calls for stricter U.S. disclosure laws. (6)Joel Kotkin examines the definition of fascism, arguing that Italian Prime Minister Giorgia Meloni is not a fascist because she respects democratic norms. He identifies China's government-led economy as the closest modern parallel to historical fascism. Kotkin also warns of "techno-fascism," where a small group of global tech companies exert unprecedented control over public opinion and information through surveillance tools. (7)Joel Kotkin disputes the label of "fascist" for the MAGA movement, noting it lacks the youth-driven, paramilitary organization characteristic of movements led by Mussolini or Hitler. He describes MAGA as a chaotic coalition of various interest groups held together by Donald Trump's personality. Kotkin emphasizes that using the term as a political slur ruins the possibility of necessary civil discourse. (8)Michael Bernstam discusses a looming glut of liquefied natural gas driven by record U.S. shale production, which is stabilizing energy prices in Europe. Regarding Russia, he explains that while crude exports continue, Ukrainian drone strikes on refineries have created a domestic manufacturing crisis, leading to fuel shortages for Russian agriculture and industry that are difficult to repair under sanctions. (9)Michael Bernstam reveals that China has significantly reduced its oil imports by nearly half by drawing on massive strategic reserves of 1.4 billion barrels and increasing electric vehicle adoption. Simultaneously, the U.S. has reached record domestic oil production of nearly 14 million barrels per day. These factors combined help lower global oil prices despite declining inventories in other OECD countries. (10)Tal Fortgang explores Justice Scalia's legal philosophy through a biography by James Rosen, focusing on Scalia's dissent in Lee v. Weisman regarding religious benedictions at public graduations. Fortgang explains how Scaliapopularized "originalism" and "textualism," arguing that the Constitution should be interpreted based on the original public meaning of the text rather than through subjective "moral readings" by judges. (11)Tal Fortgang discusses the "Scalian revolution" that shifted the Supreme Court toward judicial restraint. He notes that while Scalia faced a hostile press and "nasty" internal criticism from colleagues like Harry Blackmun, his ideas eventually prevailed. Fortgang also observes that the modern partisan venom in confirmation hearings began during Scalia's era with the contentious treatment of Robert Bork and Clarence Thomas. (12)Simon Constable reports from France on falling global commodity prices for food and energy due to supply meeting demand. He then shifts to the immigration crisis in Britain, where violent incidents in Belfast and Southampton have fueled public outrage. Constable attributes the unrest to a failure of both major parties to manage unfettered immigration and the lack of cultural integration. (13)Simon Constable discusses the declining popularity of UK Prime Minister Keir Starmer and the potential rise of challengers like Andy Burnham. He highlights a dramatic shift in British public opinion, with polling by Lord Ashcroftshowing that a vast majority of Labour, Liberal Democrat, and Green voters—and even a third of Conservatives—now favor rejoining the European Union after a decade of Brexit. (14)Bob Zimmerman tracks the transition to commercial space, noting that private companies like Vast are leading the race to build stations to replace the aging ISS. He discusses Amazon's struggle to launch its satellite constellation due to rocket delays, contrasted with SpaceX's efficiency. Zimmerman also reports on a milestone for SpaceX, as a single Falcon 9 booster successfully completed a record 35th flight. (15)Bob Zimmerman highlights discoveries by the James Webb Space Telescope, including a black hole 6 billion times the mass of the sun located 10 billion light-years away. He also describes a "flickering" quasar from the early universe that challenges current Big Bang theories. Finally, Zimmerman provides an update on the Curiosity rover as it travels through the "Grand" valley on its ascent of Mars. (16)Two name fixes: Joel Cotkin → Joel Kotkin (7, 8) — the urbanist/scholar's correct spelling Natalie Eacano → Natalie Ecanow (5, 6) — the FDD scholar's correct spelling

Victoria Coates highlights Taiwan's indispensable role in the global AI revolution through TSMC's high-end chip production, which the U.S. and China currently cannot replicate. She emphasizes that Taiwan's engineering "super workers" are a state secret. Coates also discusses the political friction in Washington regarding arms sales and the need for Taiwan to increase its own defense spending. (3)1904 BEIJING

The next great wave of demand for artificial intelligence chips could come not from chatbots, but from humanoid robots caring for ageing populations. That is the prediction of Wendell Huang, chief financial officer of TSMC, the Taiwanese company that manufactures the world's most advanced semiconductors. As countries grapple with rapidly ageing societies, Huang sees robot carers and autonomous vehicles as major commercial frontiers beyond the current boom in AI data centres.TSMC is already struggling to keep pace with demand. Huang says the company is expanding as fast as it can across Taiwan, the United States, Japan and Germany, but new fabrication plants take two to three years to build and a further year or two to reach full production. Despite concerns about overinvestment, he rejects the idea that AI is a bubble, describing it as a “multi-year structural megatrend” backed by the financial strength of the world's biggest cloud and technology companies.The most advanced chips will continue to be ramped up in Taiwan, Huang says, because research and manufacturing teams need to work in close proximity. Recreating Taiwan's semiconductor ecosystem in the US will take at least five to ten years, even though TSMC's Arizona lab has now matched the yield of its mother lab in Taiwan.Huang is also pointed about Elon Musk's stated ambition to manufacture chips. “There's no shortcut in semiconductor manufacturing,” he says, arguing that government subsidies alone cannot guarantee success in the foundry business. TSMC's advantage, he suggests, rests on technology, execution and nearly four decades of customer trust.Geopolitics remain unavoidable. TSMC sits at the centre of US-China tensions over technology and Taiwan, but Huang declines to be drawn on the politics, insisting the company builds capacity according to customer demand rather than government instruction. On export controls and reports of chips reaching China through third parties, he says TSMC has robust compliance systems, while acknowledging the limits of tracing products once they leave its facilities.Presenter: Suranjana Tewari Producer: Jaltson Akkanath Chummar& Olie D'AlbertansonPicture Courtesy of Taiwan Semiconductor Manufacturing Company, LTD3:10 The AI chip landscape 5:21 Is the AI boom a bubble? 7:28 Humanoid robots and the future of AI demand 8:14 Will AI replace jobs? 10:25 Will cutting-edge chips stay in Taiwan? 13:27 Huawei and Chinese chip ambitions 19:08 TSMC on receiving US government subsidies 19:27 Elon Musk's chip-making ambitions 20:45 Middle East, supply chains and stockpiling 21:35 Talent challenges and cultural adjustment in Arizona

The cost of goods in the United States is rising at its fastest pace in three years, with inflation driven mainly by soaring energy prices since the start of the war in Iran. Economists say the energy shock is feeding through into broader price pressures across the world's largest economy.Meanwhile, Taiwan's TSMC, a key player in the global AI boom and the centre of the US-China tech rivalry, has been speaking exclusively to the BBC about whether it can keep up with surging demand for advanced chips.And with just a day to go, large numbers of World Cup 2026 tickets are appearing on resale platforms. Presenter: Leanna Byrne Producer: David Cann

Andrew, Ben, and Tom discuss Trump's Truth Social post declaring Iran's military "completely defeated" and the deal effectively dead, today's CPI print with consensus at +4.2% headline, the BOJ rate hike path complicated by Governor Ueda's hospitalization, Super Micro's $7 billion dilutive stock offering to fund $39 billion in backlog orders, the building AI supply overhang from OpenAI's S-1, Google, SpaceX, and Perplexity's 2028 IPO plans, Claude Fable 5's release stabilizing tech, TSMC's 30% May sales rebound, and Oracle earnings tonight.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

This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. I'll be covering the topic on: Topics include: SpaceX IPO Explained, Anthropic, AI Bubble, and more. Refer to chapter marks below for a complete list of topics covered and to jump to a specific section. Get mentored by Chris: Book a Zoom call to discuss joining my Business Academy, Finance Bootcamp (to get a job in finance) or MBA Degree Programs or for investing/business/personal development coaching: https://haroun.short.gy/1on1CallYTWDownload my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramChapter Marks: 0:25 Welcome 1:00 SpaceX IPO Explained 10:40 Public Speaking & Finance Interview Tips 17:52 Sales, IT Services & Future Careers 20:23 Anthropic IPO & AI Investing 21:10 Iran, Politics & Avoiding Pessimism 30:36 SpaceX Risks & Market Highs 33:34 Content Creation & Startup Risks 37:47 Private Wealth Management Careers 40:49 Why Facebook Beat MySpace 45:55 IPO Investing & Hedge Fund Access 48:37 The Dollar, Debt & Money 51:17 Venture Capital, Sales & Finance Careers 55:14 CFA, TSMC & Global Competition 56:49 Iran, California & Political Trends 1:00:12 Independence, Y Combinator & Entrepreneurship 1:06:24 Business Metrics & Long-Term Planning 1:10:02 SAP, Japan's Debt & AI Infrastructure 1:16:52 Anthropic Valuation & AI Bubble 1:18:47 How to Pitch a Stock to Point72 Connect with me: Schedule a 1:1 call with Chris: https://haroun.short.gy/1on1CallYTWYouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun

Aalberts keert, over twee weken, terug in de AEX. Het technologiebedrijf was daar jaren te vinden, maar verdween tijdens de coronapandemie. Om nu dus weer z'n comeback te maken. Het neemt het plekje in van koffieboer JDE Peet's, dat juist van de beurs vertrekt. Een aandeel dat in een half jaar al zo'n 40 procent is gestegen. Goede reden voor ons om het te hebben over dit aandeel. Blijft dit aandeel nu wél langer in de hoofdindex? En zit er nog groei in het aandeel. Hebben we het ook over een andere promotie, die van CSG. Het defensiebedrijf rolt de Midkap-index in. Verder staan we stil bij de beursgang van SpaceX. Het wil vrijdag 75 miljard dollar ophalen, maar kan 250 (!) miljard dollar krijgen. Geld dat vooral van particulieren komt. Zelfs van Chinezen, die op creatieve manieren de regels van de regering omzeilen. Ook staan we stil bij kwartaalrapportages. Moeten die niet verplicht terugkeren in Europa? En we bespreken de bizarre cijfers van TSMC. Die overschaduwd worden door een gerucht over nieuwe exportrestricties. Te gast: Thomas Pellegrom, van ABN Amro MeesPierson BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Iran en de Verenigde Staten voeren in de nacht wederzijdse vergeldingsaanvallen uit na het neerschieten van een Amerikaanse Apache-helikopter. Amerikaanse luchtaanvallen richten zich volgens CENTCOM op Iraanse luchtafweer en surveillancelocaties, terwijl Iran stelt meerdere Amerikaanse bases in Bahrein, Jordanië en Koeweit te hebben geraakt. Correspondent Tara Kenkhuis schetst hoe het fragiele bestand verschuift naar korte periodes van rust, afgewisseld met nieuwe escalaties. Ondernemers in het nieuwe BNR Ondernemerspanel merken de hoge energieprijzen door de oorlog in het Midden-Oosten nog maar beperkt, al slinken hun winstmarges wel. Huiseconoom Han de Jong wijst op forse prijsverschillen tussen diesel, benzine en energie, en ziet dat veel bedrijven kostenstijgingen voorlopig zelf opvangen in plaats van ze door te berekenen. Tegelijkertijd stellen veel ondernemers investeringen uit, wat het toekomstige verdienvermogen van Nederland onder druk zet. Op de markten kijken beleggers naar maandcijfers van chipproducent TSMC, kwartaalcijfers van Oracle en nieuwe Amerikaanse inflatiegegevens. In Den Haag staat de tweede week van de parlementaire enquête Corona op de agenda, met verhoren van Tamara van Ark en Wouter Koolmees, én debat over defensie-uitgaven en een initiatiefwet over wooncoöperaties. In de kranten valt op hoe de oorlog in Iran olie- en gasvoorraden uitput, Europese steun voor meer militaire samenwerking groeit en de toegang tot nieuwe medicijnen en de impact van AI op productiviteit onder druk staan. Deze omschrijving is met AI gemaakt en gecontroleerd door een BNR-redacteur. Over deze podcast BNR Nieuws Vandaag is de podcast met daarin BNR Ochtendnieuws en BNR Avondnieuws. Je krijgt ’s ochtends vroeg en aan het einde van de werkdag in 20 minuten het belangrijkste nieuws van de dag. Abonneer je via bnr.nl/podcast/bnrnieuwsvandaag, de BNR-app, Spotify en Apple Podcasts. Of luister elke dag live via bnr.nl/live.See omnystudio.com/listener for privacy information.

Conviértete en miembro de este canal para disfrutar de ventajas:https://www.youtube.com/channel/UCxz7sBKlpcpyCiPwXupRymw/joinNo te pierdas de ningún contenido:https://isamarcial.com.mxhttps://instagram.com/isa_marcialhttps://twitter.com/isa_marcial/https://facebook.com/isaias.marcialhttps://twitch.tv/isa_marcialhttps://www.tiktok.com/@isa_marcialhttp://s.kw.ai/u/@isa_marcial/9LxCxlEHhttps://anchor.fm/isamarcialhttps://t.me/isa_marcial Índice00:00 Intro y Encuesta pasada02:07 One UI 9: Samsung prepara efectos de transparencia y desenfoque para su interfaz con Android 1703:51 Huawei Mate XT 2: Su lanzamiento chocaría con el iPhone Ultra estrenando un formato de flexión en "U"06:31 Galaxy AOD: Samsung añade animaciones oficiales de festejos de la Copa Mundial de la FIFA 202608:39 Cuestión de robótica: Xiaomi presume la destreza de su robot humanoide tomando fotos con el 17T Pro10:45 Guerra de semiconductores: El director ejecutivo de TSMC se burla públicamente de las promesas de Samsung12:43 Apple y Google: Craig Federighi detalla los secretos y la privacidad de los modelos AFM en iOS 27Segundo canal: https://www.youtube.com/channel/UCbWK7ENMKOhJDPm0Tew0eOw/featuredNegocios: contacto@isamarcial.com.mxDisfruta de más contenido:

Elon Musk is in direct talks with ASML to build TeraFab, a Texas chip plant with a potential price tag of $119 billion. ASML CEO Christophe Fouquet confirmed he's spoken directly with Musk and called him "very serious" about the project and his broader semiconductor and satellite ambitions. This episode breaks down what TeraFab actually is and why it depends on one Dutch company. A Texas filing puts the initial investment at $55 billion, with total costs reaching up to $119 billion, one of the most expensive semiconductor projects ever proposed on US soil. Musk announced it in March with an initial $20 billion stake, aiming to produce logic chips, memory, and advanced packaging under one roof. Intel joined in April and plans to contribute its 14A process node, targeting 2-nanometer production. The catch: there's no path to 2nm chips that doesn't run through ASML. Every major chipmaker (Nvidia, TSMC, Samsung, SK Hynix, Micron, Intel) relies on ASML's lithography systems. We cover the supply crunch Fouquet is warning about ("demand on AI is coming so strongly that we will be in a supply-limited market for quite a while"), the next-gen High-NA EUV tools with first logic chips expected within months and Intel as the earliest adopter, ASML's projection that the chip market could hit $1.5 trillion by 2030, and Fouquet's warning that Europe risks falling behind on AI because of regulatory complexity. SpaceX, xAI, and Tesla all stand to draw from the same constrained chip supply, which is the thread tying this to Musk's whole empire.TeraFab, Elon Musk, ASML, semiconductor manufacturing, High-NA EUV, Intel 14A, 2nm chips, AI compute, chip shortage, Christophe Fouquet.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Daniel Eckert über die Siri-Revolution von Apple, einen Milliarden-Deal von Intel und eine profitable Erfrischung von Adidas. Außerdem geht es um Nvidia, Alphabet, Marvell Technology, Micron, Applied Materials, KLA Corp., Lam Research, Corning, Amazon, Vonovia, TAG Immobilien, Aroundtown, LEG Immobilien, Airbus, Tui, Lufthansa, BASF, Symrise, Evonik, Lanxess, Zealand Pharma, Eli Lilly, Novo Nordisk, Strategy, Jenoptik, SMA Solar, Westwing, Krones, Microsoft, Broadcom, TSMC, Meta, Tesla, iShares MSCI ACWI (WKN: A1JMDF) und Invesco FTSE All-World ETF (WKN: A3D7QX). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Oorlog? Chipbubbel? Inflatie, hogere rentes en rooie borden? Joh, paar nachtjes slapen en je baadt weer in het groen. Welkom in de bullmarkt van 2026. We bespreken alle chiplosers die vrijdag in het rood belandden en vandaag weer vleugeltjes kregen op de beurs. Intel doet een megadeal met Google. Marvell mag misschien wel de S&P 500 in. Broadcom plust omdat het wel genoeg afgestraft was en ook de Nederlandse chipbedrijven wisten weer dikke procenten toe te voegen aan hun waarderingen. Verder moeten we écht praten over die meute gnoes uit de Lion King die in Zuid-Korea over de beurs banjeren. De Kospi-index daalde 8.3 procent vannacht. Honderden miljarden dollars aan rijkdom in een avondje weggevaagd. Arend Jan vertelt hoe hij tóch belegt in die malle bende ten oosten van China en natuurlijk filosoferen we nog even over het einde van de geheugentekorten. Overigens is er één index die het nog veel beter deed dan die landelijke indexen vorig jaar. De Euro Stoxx Bank Index knalde zelfs die dikke 75% van Zuid-Korea makkelijk voorbij in 2025. Daarom barst er nu een nieuwe boardroom battle los in Italië. Kemphanen Banco BPM en Intesa Sanpaolo strijden om de oudste bank ter wereld: Monte dei Paschi di Siena. Zou het dan toch kunnen? Europese bankenconsolidatie, binnen de landsgrenzen? We zullen het zien. Verder in deze aflevering: Hoe Deense afvalprikkenboer Zealand Pharma grote broer Novo Nordisk uitdaagde en... verloor omdat patiënten massaal begonnen te braken Handel in voorkennis, want de AFM waarschuwt firma's die zich bezighouden met fusies en overnames dat er criminelen op pad zijn die koersgevoelige informatie proberen te ontfutselen. Genoeg reden voor Arend Jan om nog eventjes herinneringen op te halen over oude schandalen. Te gast: Arend Jan Kamp van Stockwatch.nl en de podcast Het Beurscafé BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

In today's deep dive, Zaid breaks down how Taiwan became the epicenter of AI. We cover the founding of TSMC, why AI made Taiwan borderline irreplaceable, the economic boom that has Taiwan growing faster than almost every country on Earth, why Nvidia is spending $150 billion a year there, and the geopolitical risk that has Washington warning of an "economic apocalypse" if something goes wrong.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über den dollen Dow Jones, IPO-Vorfreude bei Goldman Sachs und den Broadcom-Kater. Außerdem geht es um Morgan Stanley, Citigroup, PNC Financial Services, Blackstone, Lululemon, Nvidia, Marvell Technology, ASML, TSMC, Ciena, AMD, Arm Holdings, Hewlett Packard Enterprise, IBM, Micron Technology, Qualcomm, Western Digital, Vertiv, AT&T, T-Mobile US, Verizon, Qiagen, Fresenius Medical Care, Merck KGaA, Puma, Hochtief, Porsche Automobil Holding, Zalando, Tesla, Deutsche Telekom, UBS, SK Hynix, Nvidia, Taiwan Semiconductor, SK Hynix, Micron Technology, Citigroup, UBS Group, Bank of America, BHP, Glencore, Anglo American, Freeport-McMoRan, South32, First Quantum Minerals, Teck Resources, Ivanhoe Mines, Hudbay Minerals, Capstone Copper, KGHM Polska Miedź, WisdomTree Copper (WKN: A0KRKR), WisdomTree Industrial Metals (WKN: A0KRLD), WisdomTree Long AUD Short EUR (WKN: A1EKYV). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Nog een week en dan wordt SpaceX gelanceerd op Wall Street. De eerste tegenvaller moeten Elon Musk en consorten nu al incasseren: het ruimtevaartbedrijf wordt niet versnel opgenomen in de S&P-index. De beursuitbater maakt geen uitzondering (ook niet voor Anthropic en OpenAI trouwens) en wil winst zien. Dat is een probleem voor het geldverslindende bedrijf. Ondanks die tegenslag is er ook goed nieuws te melden. Persbureau Reuters zegt dat de vraag naar aandelen immens is. Begeleidende banken worden platgelegd met de vraag of ze aandelen hebben. De vraag is onverzadigbaar, aldus analisten. Deze aflevering duiken we in die bizarre wereld van Space X. Hebben we het ook over Heineken. Dat moet met een eeuwenoude traditie breken. Althans, dat willen aandeelhouders van het bedrijf. Nu eens geen insider meer, maar een buitenstaander die de nieuwe topman of topvrouw wordt. Ayden komt ook voorbij. Dat aandeel ging ineens heel hard naar beneden. Beleggers schrikken van een rapport dat over de betalingsverwerker rondgaat. De handel werd zelfs even stilgelegd. Ook Jensen Huang komt voorbij. Die moet gegrild worden door de Amerikaanse Senaat, wil senator Elizabeth Warren. Ze wil de baas van Nvidia alles vragen over de exportrestricties in China (en de trip die hij met president Trump naar dat land heeft afgelegd. Zoeken we ook uit of je nog wel wat hebt aan Nederlandse beursbedrijven. Nu bedrijven als AkzoNobel een overname blokkeren, kan je dan als belegger nog wel dromen van een overnamepremie? Te gast: Corné van Zeijl van Cardano BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille. See omnystudio.com/listener for privacy information.

It seems like no matter the size of a company, it is possible we'll see a double-digit percentage move in its stock on an earnings release. Today, it was Broadcom's turn to drop nearly 15% after the company reported what look like solid numbers. But when it comes to quarterly earnings, it's all about the expectations game. Today's move was clear that expectations are high for AI. Plus, stocks bucking their sector trends and how these mega IPOs will impact indices. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Broadcom's good earnings - Playing the expectations game in a volatile market. - Stocks doing well in downtrodden industries - Listener questions: How will the Spacex, Anthropic, and OpenAI IPOs impact cash on the sidelines and ETFs? Companies discussed: AVGO, NVDA, TSMC, RHP, XPO, ODFL, OSCR Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Google released Gemma 4 12B, a multimodal model that runs locally on 16GB devices. TSMC's CEO warned chip supply won't meet demand for years. Ramp raised $750M at $44B, and Anthropic says 80%+ of its merged code is now Claude-authored. Google releases Gemma 4 12B, an 11.95B-parameter unified, encoder-free open multimodal model that can run locally on devices with 16GB of VRAM or unified memory (VentureBeat) Public First: 26% of Americans support increased data center construction, the lowest share among 15 large countries, such as Brazil, Japan, the UK, and Canada (FT) Sam Altman and Dario Amodei are among the signatories on a public letter urging improved tracking of synthetic DNA that could be used in AI-developed bioweapons (Wired) TSMC CEO C.C. Wei says the company won't be able to fulfill the demand led by US customers even as more capacity comes online in the US over the next few years (Bloomberg) Corporate spending management platform Ramp raised $750M at a $44B valuation led by Iconiq, Singapore's GIC, and the OTPP, taking its total funding to $3B (Bloomberg) Anthropic details its progress toward recursive self-improvement, and its implications, and says 80%+ of the code merged into its codebase is authored by Claude (Anthropic) Learn more about your ad choices. Visit megaphone.fm/adchoices

The housing market is shifting, and builders are pulling back on new constructions. What does that mean for the future of multi-family real estate? On this episode, the Neighborhood Ventures team covers three critical market trends: Single-Family Slowdown: Why rising costs and interest rates are pushing builders to pause. The Phoenix Sports Boom: How year-round hosting and new stadiums impact local demand. The $165B Industrial Path: TSMC's latest $20B injection into Arizona and how it's reshaping North Phoenix.

台積電董事長魏哲家今天在股東會後表示，對台灣半導體競爭力充滿信心，直言南韓三星想10年超車台灣是"做夢"，「台灣將永遠保持領先，因為台積電在台灣」。 科技浪潮把台灣推到世界第一，但一座頂級資料中心，耗電量動輒幾十萬瓩，台灣電網撐得住嗎？賴總統說2032年前都不會有缺電危機，是有真憑實據，還是太樂觀？為扶植 AI 科技業，台電大補貼吸收成本，面臨的巨大虧損，卻要全民承擔？歡迎加入《尖鋒對話》，一起深度探討。

張炤和 黃敬平 張禹宣 姚惠珍

TSMC, de grootste chipmaker van de wereld, komt met een wrange boodschap. Het chiptekort houdt nog lang aan. Volgens de ceo van TSMC kan het nog wel jaren duren voor het bedrijf aan de vraag kan voldoen. Dát nieuws en wat tegenvallende cijfers trekken allerlei techbedrijven omlaag. Broadcomm (dat een hogere groei verwacht dan Nvidia) wordt zelfs genadeloos afgedankt door beleggers. Komt er een correctie aan? We zoeken het deze aflevering uit. Komt Kevin Warsh ook voorbij. De man die dankzij president Trump de baas is geworden van de Fed, de Amerikaanse centrale bank. Die gaat diezelfde Trump flink teleurstellen, want hij gaat de rente niet verlagen. Dat blijkt uit het beige book. Hoor je ook wat er nog van AEX-bedrijf Universal Music Group terecht moet komen, nu grootaandeelhouder Bill Ackman eruit stapt. Hij wilde het overnemen, maar UMG wees het bod af. Waarna Ackman er dus maar helemaal mee kapt. Hoor je ook nog over: De overnameplannen van ING Waarom de ceo van ABN Amro AI inzet voor moeilijke vragen Hakenkruizen in fabrieken van Tesla Te gast: Jean-Paul van Oudheusden van eToro en Markets Are Everywhere BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuilleSee omnystudio.com/listener for privacy information.

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

Nvidia unveiled the RTX Spark, an Arm-based consumer chip family built with MediaTek on TSMC 3, plus a DGX Station desktop that runs 1T-parameter models. Intel detailed its Crescent Island GPUs, MiniMax launched a coding model rivaling Opus 4.7 at 1/40th the price, and Anthropic bans AI in interviews. Nvidia announces the RTX Spark, an Arm-based consumer chip family it calls "the most efficient PC chip ever built", made on TSMC 3 in partnership with MediaTek (The Verge) Intel details its Crescent Island data center GPUs, built on its Xe3P architecture and using LPDDR5X memory instead of HBM, calling them "built for agentic AI" (Tom's Hardware) Nvidia unveils DGX Station for Windows, a desktop PC powered by a GB300 Grace Blackwell chip with up to 748 GB of memory, capable of running 1T-parameter models (SiliconAngle) Chinese AI developer MiniMax debuts M3, a new coding model that it says rivals Claude Opus 4.7, costing $0.12 per 1M input tokens, compared with $5 for Opus 4.7 (The Information) A look at Anthropic's hiring process, which prohibits AI use in interviews and features a culture interview that candidates describe as highly intense (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

While the tech sector has been a well-known driver of earnings and performance on Wall Street, it's also been the major contributor to emerging markets as well. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says that's largely to the contributions of TSMC in Taiwan and Samsung and SK Hynix in South Korea, emerging markets are up 26% year to date and 54% over 12 months. Investec Focus Radio SA

How did Arizona lock in billion-dollar investments from TSMC, Intel, and LG Energy? Ian O'Grady, Senior Policy Advisor to Arizona Governor Katie Hobbs, joins ChinaTalk to share war stories from the state that's successfully reshoring semiconductor and battery production. Our conversation covers: Labor Disputes and Crisis Management — How the Governor's Office mediates disagreements between stakeholders and keeps workers happy. Clean Air Act vs. chips — Why Arizona's fabs struggled to get building permits despite the state's low per-capita emissions. Arizona's Abundance Playbook — Including a consolidated commerce authority, a culture of engineering > litigation, and institutional factors that help Arizona outbuild Ohio and Texas. Taiwanifying the Desert — How Phoenix welcomed TSMC engineers with Mandarin programs in schools, Din Tai Fung, and a new Costco. Industrial Policy Resource Wars — How Arizona avoids backlash based on power and water use concerns. Co-hosting is ChinaTalk researcher Aqib Zakaria. Cadillac Desert by Marc Reisner Learn more about your ad choices. Visit megaphone.fm/adchoices

[깊이 있는 경제뉴스] 1) 현대차, 협력사에 “원가 20% 줄이자”.. 중국 저가 공세 대응 2) 딥시크 V4프로 요금, 챗GPT의 30분의 1 수준 3) 삼성·하이닉스 레버리지 ETF 내일 출시.. 시장 영향은? 4) 성과급 협상 후폭풍.. 타부문 가처분 신청· TSMC도 들썩 - 김치형 경제뉴스 큐레이터 - 정지서 연합인포맥스 기자 - 손희애 경제뉴스 큐레이터

My guest today is Gavin Baker, founding partner and CIO of Atreides Management, and this is our sixth conversation. The central theme is watts and wafers, the two physical constraints that in Gavin's view will dictate the next phase of AI. On power, he thinks the near-term shortage starts to ease in 2027 and 2028 as new sources of energy come online, and that orbital compute solves it in the long term. On wafers, he explains what is different this time from the dotcom bubble and why TSMC's capacity decisions may be the single most important variable to watch. We also discuss Elon's Terrafab, the disaggregation of GPUs, the role of new chip companies, and whether the economic value of AI will keep accruing to frontier models. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:29) Gavin Baker Intro (00:03:32) Anthropic's Record ARR Growth (00:11:49) Should OpenAI and Anthropic Raise at a Much Higher Valuation? (00:13:23) How Elon Preserves Investor Trust (00:14:00) Watts & Wafers (00:15:45) Data Centers in Space Explained (00:20:51) Orbital Compute's Impact on Terrestrial Data Centers (00:26:24) TSMC Supply Discipline & Bubble Risk (00:30:50) Demand for Frontier Tokens & The Bitter Lesson (00:35:33) Continual Learning & Memory (00:40:01) New Chip Companies & Startups (00:42:49) Prefill vs. Decode Disaggregation (00:48:40) AI-Native Founders: Different & Hard (00:51:27) Token Path & Application Layer (00:56:13) How Gavin Uses AI in Atreides (01:00:06) Signs of a Diversity Breakdown (01:05:42) Google, Meta, Amazon, Microsoft (01:11:42) Broader Knock-On Effects of AI

Trump and the CEOs go to China NVIDIA CEO joins Trump in China despite 'awkward' politics US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough Empty Waymos invade Atlanta neighborhood, circle cul-de-sac for hours with no passengers The Class of 2026 is cooked Chinese AI groups pull ahead of US rivals in video generation race Google Weighs Using SpaceX to Launch Orbital Data Centers What smart people are saying about OpenAI's new $10 billion company to help businesses deploy AI Bitcoin trader recovers $400,000 using Claude AI after getting 'stoned' and losing wallet password 11 years ago — bot tried 3.5 trillion passwords before decrypting an old wallet backup Your Mattress Got Worse on Purpose Host: Leo Laporte Guests: Harper Reed and Amy Webb 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: threatlocker.com/twit scribe.how/twit shopify.com/twit box.com/AI NetSuite.com/TWIT