Podcasts about TSMC

S&P futures are pointing to flat open following Tuesday's selloff. European equity markets are edging lower in early trades, though the FTSE 100 is bucking the trend, supported by strength in defensive sectors. Asian markets ended largely lower today, with Japan's Nikkei and South Korea's Kospi both losing over (3%) as tech stocks faced sustained selling pressure. Major losses came from SoftBank, Advantest, and Tokyo Electron in Japan; Samsung and SK Hynix in South Korea; and TSMC in Taiwan, dragging respective indices lower. The Kospi is on track for its worst day since April. Companies Mentioned: Axon Enterprise, Alphabet, AMD

ย้อนกลับไปในฤดูใบไม้ร่วงปี 2015 ครับ มีคนหลายล้านคนทั่วโลกกำลังตื่นเต้นกับการแกะกล่อง iPhone 6S ใหม่เอี่ยม… ภายนอกของมันคือที่สุดของงานดีไซน์ครับ เป็นประติมากรรมที่ไร้รอยต่อระหว่างอะลูมิเนียมกับกระจก ทุกเครื่องที่วางขายหน้าตาเหมือนกันหมด แต่สิ่งที่คนทั่วไปไม่รู้ก็คือ ภายใต้ความเรียบหรูนั้น มันมี “สงคราม” ระดับจุลภาคซ่อนอยู่ เรื่องของเรื่องก็คือ ในโทรศัพท์เครื่องหนึ่ง สมองของมัน หรือที่เราเรียกว่าโปรเซสเซอร์ (processor) A9 เนี่ย ถูกสร้างขึ้นจากโรงงานที่ล้ำสมัยที่สุดในเกาหลีใต้ โรงงานที่เป็นของคู่แข่งตลอดกาลของ Apple นั่นคือ Samsung แต่อีกเครื่องหนึ่ง ที่หน้าตาเหมือนกันเป๊ะๆ สมอง A9 ของมันกลับถูกสร้างโดยบริษัทผู้เชี่ยวชาญในไต้หวัน ที่ชื่อว่า TSMC ผู้บริโภคอย่างเราๆ ไม่มีทางรู้เลยครับว่าเราได้เครื่องไหน… การที่เราซื้อ iPhone 6S ในปีนั้น มันเหมือนกับการที่เราเข้าร่วม “การทดลอง” ครั้งยิ่งใหญ่ของ Apple โดยไม่รู้ตัว… มันคือการทดลองมูลค่าหลายพันล้านดอลลาร์ ที่มีเดิมพันสูงลิบ Apple กำลังจัด “การประชัน” กันอย่างเปิดเผย เพื่อตอบคำถามแค่ข้อเดียวครับ… “ระหว่าง Samsung กับ TSMC ใครคือซัพพลายเออร์ที่เก่งกว่ากันแน่?” การทดลองครั้งนี้จะมีผู้ชนะที่ชัดเจน และแน่นอนว่า ต้องมีผู้แพ้… ซึ่งผู้แพ้ในเกมนี้ หลังจากที่ร่วมเป็นพันธมิตรที่ทั้งรักทั้งชังกันมาเป็นสิบปี กำลังจะถูก “หักหลัง” ครั้งใหญ่ เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #Apple #Samsung #TSMC #iPhone6S #Chipgate #A9 #สงครามชิป #แอปเปิล #ซัมซุง #ทีเอสเอ็มซี #ประวัติศาสตร์ธุรกิจ #เทคโนโลยี #iPhone #semiconductor #A10 #iPhone7 #TimCook #Frenemies #ประวัติiPhone #ข่าวไอที #รอบรู้ไอที #เคสธุรกิจ #geekstory #geekforeverpodcast

PC World's Adam Patrick Murray stops by this week to discuss the trip he and Will recently took to visit Intel's new 18A chip fabrication facility in Arizona. Settle in for a wide-ranging chat about the upcoming Panther Lake architecture, why Intel won't have a new desktop part for a while longer, the future of next-gen chiplet interconnects, the difficulty of scheduling between big and little cores, suiting up to enter the fab, 30mph FOUPs whizzing around overhead, EUV machines the size of multiple school buses, getting served beer by tiny horses (??), and more. Support the Pod! Contribute to the Tech Pod Patreon and get access to our booming Discord, a monthly bonus episode, your name in the credits, and other great benefits! You can support the show at: https://patreon.com/techpod

Daniel Mahncke and Shawn O'Malley dive into Salesforce — the company that practically invented modern enterprise software and is now trying to reinvent it again through AI. From its origins as the pioneer of the Software-as-a-Service model in the late 1990s, Salesforce has grown into the world's #1 CRM provider, powering customer relationships for over 90% of the Fortune 500. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:02:43 - What exactly Salesforce does? 00:03:49 - How Salesforce dominates the CRM market and revolutionizes AI Agents 00:10:23 - Who Founder and CEO Marc Benioff is and how he thinks 00:44:06 - How the management and executives are compensated and incentivized 00:47:08 - Where Salesforce's moat comes from and whether it's sustainable 00:53:29 - Where Salesforce invests its money 01:01:24 - Whether Salesforce is fairly valued 01:08:16 - Whether Shawn & Daniel add CRM to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠Sign up for the waitlist(!)⁠ Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Dreamforce Conference 2024. Dreamforce Main Keynote 2025. Marc Benioff Interview at Lenny's Podcast. VIC Article on Salesforce. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Paypal⁠⁠⁠⁠⁠,⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Uber,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Nike,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Reddit,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Amazon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TSMC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LVMH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Related ⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SPONSORS Support our free podcast by supporting our ⁠sponsors⁠: ⁠Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

This is a recap of the top 10 posts on Hacker News on October 31, 2025. This podcast was generated by wondercraft.ai (00:30): Attention lapses due to sleep deprivation due to flushing fluid from brainOriginal post: https://news.ycombinator.com/item?id=45771636&utm_source=wondercraft_ai(01:53): John Carmack on mutable variablesOriginal post: https://news.ycombinator.com/item?id=45767725&utm_source=wondercraft_ai(03:17): How OpenAI uses complex and circular deals to fuel its multibillion-dollar riseOriginal post: https://news.ycombinator.com/item?id=45771538&utm_source=wondercraft_ai(04:40): Futurelock: A subtle risk in async RustOriginal post: https://news.ycombinator.com/item?id=45774086&utm_source=wondercraft_ai(06:04): AMD could enter ARM market with Sound Wave APU built on TSMC 3nm processOriginal post: https://news.ycombinator.com/item?id=45767916&utm_source=wondercraft_ai(07:27): Ask HN: Who uses open LLMs and coding assistants locally? Share setup and laptopOriginal post: https://news.ycombinator.com/item?id=45771870&utm_source=wondercraft_ai(08:51): Show HN: Strange AttractorsOriginal post: https://news.ycombinator.com/item?id=45777810&utm_source=wondercraft_ai(10:14): Just use a buttonOriginal post: https://news.ycombinator.com/item?id=45774182&utm_source=wondercraft_ai(11:38): Another European agency shifts off US Tech as digital sovereignty gains steamOriginal post: https://news.ycombinator.com/item?id=45773974&utm_source=wondercraft_ai(13:01): Addiction MarketsOriginal post: https://news.ycombinator.com/item?id=45774640&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai

Discussing Ben's interview with Substrate CEO James Proud, including the "insane" challenge he's undertaken as Substrate attempts to compete with TSMC and ASML, and the ways in which a bubbly environment benefits innovation by incentivizing exactly that sort of moonshot. From there: Ben's thoughts on the "Too Big to Fail" era in tech that may be averted, reactions to the latest humanoid robot, and thoughts on both sides of the OpenAI-MIcrosoft announcement earlier this week. At the end: Taylor Sheridan leaves Paramount for greener pastures, Sharp Text and lessons from Grantland, a temperature check on Sora one month later, lessons from the Nexperia mess in Europe, a question about Magic: The Gathering, and a few corrections to last week's show.

Mit Jahresende nimmt der Börsenguru seinen Hut. Rüdiger und Robert schauen sich seine letzten Deals an.Erwähnte Titel: Sirius XM, VeriSign, Nvidia, Nokia, TSMC, Mercedes, Deutsche Bank, RBI, OMV, Airbus, BoeingDieser Podcast wird unterstützt von Raiffeisenfonds, einer Marke der Raiffeisen Kapitalanlage GmbH. Wir sind einer der größten Fondsmanager Österreichs und feiern heuer unser 40-jähriges Jubiläum: Vier Jahrzehnte Erfahrung und Expertise im Fondsmanagement. Vom Sparen zum Investieren: Mit unseren Fonds eröffnen sich neue Möglichkeiten für Ihre Finanzen. Schon ab 50 Euro monatlich können Sie auch digital abschließbar in Fonds von Raiffeisen investieren. Nutzen Sie unsere bewährten Strategien und fundiertes Wissen, um Ihre finanziellen Ziele zu erreichen.Bitte beachten Sie dabei, dass Investitionen in Fonds mit höheren Risiken verbunden sind, die auch zu Kapitalverlusten führen können. Raiffeisenfonds bieten eine breite Palette an Anlagemöglichkeiten, die von eher sicherheitsorientiert bis chancenorientiert reichen. Mehr dazu unter http://raiffeisenfonds.at/fondsfinderAlle Folgen finden Sie auch auf KURIER.at und kronehit.at.Weitere Podcasts finden Sie unter KURIER.at/podcasts Hosted on Acast. See acast.com/privacy for more information.

We're in the midst of an unprecedented resurgence in US manufacturing promised by President Trump. What it means to all of us, and to national security. Sharyl speaks with an executive at Taiwan's TSMC.Order Sharyl's new bestselling book: “Follow the $cience.” Subscribe to my two podcasts: “The Sharyl Attkisson Podcast” and “Full Measure After Hours.” Leave a review, subscribe and share with your friends! Support independent journalism by visiting the new Sharyl Attkisson store.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Too many founders and high-performers hit a wall when confidence doesn't match ambition. You know your idea has potential, but between rejection, resource scarcity, and self-doubt, it's hard to believe in yourself long enough to see success.Today's guest, Anya Cheng, went from leading global teams at Meta, McDonald's, and eBay to launching her own AI-powered fashion startup, Taelor, from scratch. She faced rejection after rejection, battled imposter syndrome as a female immigrant founder, and still raised millions from early investors behind YouTube, Spotify, and TSMC.In this episode, Anya reveals how to turn mindset into your biggest growth tool, so you can build conviction, attract investors, and grow even when no one's returning your calls.We'll unpack how she built belief before validation, how she turned “minority” into “majority,” and how logic, not luck, became her greatest asset in leading through uncertainty. Whether you're scaling a startup or reinventing your career, this conversation will help you grow ready from the inside out.----------About the Guest: Anya Cheng is the Founder & CEO of Taelor.AI, an AI-driven menswear rental platform helping ambitious men dress for confidence and success without the hassle of shopping or laundry. Before becoming a founder, Anya spent 15 years in leadership roles at Meta (Facebook/Instagram), McDonald's, eBay, and Target, building global digital products and teams. She's also a faculty member at Northwestern University and a passionate advocate for women and minority founders in tech.About the Episode: In this episode, host Steve Mellor sits down with Anya Cheng to uncover what it really takes to transition from corporate executive to confident founder.Anya opens up about battling imposter syndrome, learning to operate with limited resources, and how shifting her mindset helped her raise millions in venture funding, despite being told “no” again and again.She shares the behind-the-scenes of building Taelor.AI, lessons from her Big Tech years, and how believing in your own logic can turn rejection into redirection.This one's for every entrepreneur, leader, and creator trying to grow something great when no one else seems to see the vision yet.Takeaways:Overcoming imposter syndrome as a founderThe mindset shift from “employee” to “entrepreneur”How to grow with limited resources and connectionsTurning rejection into opportunity through generosityThe power of logic in building self-beliefUsing AI to empower human confidence (Taelor.AI's mission)Networking through “loose ties” for personal growthCircular fashion and sustainability in techLearning to define success on your own termsLinks & Resources Mentioned:Taelor.AI – https://taelor.styleContact Anya: anya@taelor.aiGet 25% off your first month at Taelor.style - just use promo code Podcast25 when you subscribe!Follow Anya on LinkedIn: https://www.liSend us a textSupport the showThis podcast was produced on Riverside and released via Buzzsprout Sign up for the monthly newsletter with Steve and GrowthReady (formerly known as Career Competitor) by providing your details here - Request to become part of our community Also be sure to give him and the show a follow on Instagram @coachstevemellor

Terwijl Nederland wachtte op de exitpolls, zat de échte spanning vandaag op de beursvloer. Beleggers stuwden één bedrijf naar een recordwaarde: Nvidia. De chipmaker tikte als eerste in de geschiedenis een beurswaarde van 5000 miljard dollar aan. Wat kun je eigenlijk met dat bedrag? Rens en Jochem rekenden het uit. Spoiler: je kan de aarde rond met een treintje van de nieuwste Ferrari Testarossa Spiders. Het record van Nvidia komt trouwens niet uit de lucht vallen. De chipgigant profiteert van een spervuur aan deals: van samenwerkingen met Nokia tot een partnership met farmareus Eli Lilly. Zelfs Donald Trump mengde zich in het feestgedruis. Hij is trots dat Nvidia’s snelste chips nu in Arizona gemaakt gaan worden in plaats van in Taiwan. De vraag is natuurlijk wel: hoe lang kan dit groeiverhaal nog doorgaan? Op het Damrak was een glansrol weggelegd voor Adyen. Het betaalbedrijf steeg met 5 procent na sterke kwartaalcijfers. De omzet groeide met 20 procent naar bijna 600 miljoen euro, en door de systemen van Adyen stroomde in drie maanden tijd 350 miljard euro. Bedenk je even: per jaar gaat er meer door de systemen van Adyen dan door de Nederlandse economie. Vooral het onderdeel Unified Commerce, dat online en fysieke betalingen samenbrengt, maakte indruk met 32 procent groei. Ook ASM kwam met cijfers. De chipmachinefabrikant zag het aantal orders uit China dalen, maar hield de vooruitzichten positief. De top van het bedrijf verwacht de komende jaren stevige groei dankzij de vraag naar AI- en geheugenchips. Maar daar moet je wel even op wachten. Pas op de lange termijn belooft ASM cadeautjes voor beleggers: een verdubbeling van omzet en kasstroom richting 2030. En alsof dat nog niet genoeg was, dook er ook een nieuwe uitdager op voor ASML én TSMC: de Amerikaanse start-up Substrate, gesteund door investeerder Peter Thiel. Het bedrijf zegt een compleet nieuwe manier te hebben ontwikkeld om chips te maken. Beter, sneller en goedkoper. Of dat echt zo is, of dat de bollebozen bij ASML hun schouders ophalen, blijft nog even de vraag. Maar de techstrijd is nog lang niet gestreden.See omnystudio.com/listener for privacy information.

1,2부 대만이 한국 추월한다? TSMC만 있는 게 아닙니다 - 서병수 애널리스트

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This week, Barry and Ernest break down Apple's stock price resurgence and review earnings from Netflix, TSMC, and Waste Connections before explaining if it still makes sense to own compounders.0:00- Intro4:40- Apple update11:54- Thoughts on smart glasses18:05- Netflix's earnings32:23- TSMC's results39:31- Waste Connection's earnings42:58- What is compounding? 48:48- Characteristics of compounders55:51- When to sell compounders?

In this powerful clip of Market Mondays, Rashad Bilal, Ian Dunlap, and Troy Millings dive deep into the global tech and investing landscape—focusing on Nvidia's sudden departure from the Chinese market. Host Rashad kicks off the discussion by raising questions about Nvidia's abrupt shift from having 95% market share in China to zero, following US-China tech tensions. Is this move long-term trouble for Nvidia's stock, or is CEO Jensen Huang playing political chess?Ian Dunlap pulls no punches, comparing the situation to historic moments like the moon landing and drawing parallels to Apple's strategic moves in India. He highlights how companies can't play both sides in a technological war and that sometimes, greed can blind executives to geopolitical realities. Ian predicts Nvidia will work to offset losses by forging partnerships elsewhere—most likely in India or the UAE, where tech investments are surging.Troy Millings zeros in on Nvidia's resilient stock price, pointing out that the market barely budged despite this major announcement. The conversation pivots to the importance of geographical diversification and the rising influence of Gulf States like UAE and Saudi Arabia as the new funding hubs for global tech.The trio also gets into the nitty-gritty of international policy, IP theft, and global supply chains—breaking down how America innovates, the Middle East invests, China copies, and Europe regulates. Rashad and Ian discuss the tightrope walk companies like Apple and Nvidia face in China, noting the government's drive to develop and protect its own tech sector—even if it means bypassing superior American products.They explore the potential fallout if China invades Taiwan and the role of semiconductor titans like TSMC—where kill switches in chip fabs could be a game-changer for global tech dominance. With constant shifts in trade agreements, aggressive copycat strategies by China, and new opportunities blooming in UAE, India, and Saudi Arabia, this clip exposes how cutthroat and rapidly evolving the tech world has become.Tune in to hear why the guys believe America's short-term strategic planning could come back to haunt it as countries like China think decades ahead, and why your investment strategy should account for more than quarterly earnings.*Hashtags:* #MarketMondays #Nvidia #ChinaTech #GlobalInvesting #IanDunlap #RashadBilal #TroyMillings #UAEInvestment #TechWar #Apple #TSMC #Semiconductors #Geopolitics #StockMarket #AI #TradeWar #Innovation #BusinessNews #Investing #MiddleEastTechOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Lam Research (LRCX) just released its September 2025 quarter earnings. Can the wafer fab equipment leader sustain its run?We break down the critical China sales concern (43% of revenue) and the US BIS affiliate rule impact, which forecasts a $200 million revenue hit in the December quarter and $600 million for calendar year 2026. Management expects demand from other regions (U.S., Taiwan, Korea) to offset these restrictions.Foundry, led by TSMC and other chip fabs, drove 60% of sales. Rising NAND demand is a key long-term tailwind. Q3 revenue was $5.32 billion. Lam's large customer service revenue (roughly one-third of the business) remains a vital asset for customers repurposing equipment.We discuss why we're now advocating for patience with the stock after a 40% run-up, while noting the 2026 outlook may be stronger than current forward valuations imply.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #lamresearch #lrcxstock #wfecompanie #fabequipment #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Lam Research

There's still more to find out about the M5 updates to the Apple Vision Pro and iPad Pro, plus so many rumors about the future of the iPhone -- and also just why we are able to update the storage on certain Macs.Contact your hosts:@williamgallagher_ on Threads@WGallagher on TwitterWilliam's 58keys on YouTubeWilliam Gallagher on emailMike Wuerthele on emailSponsored by:Square: To learn more, go support your favorite neighborhood spot and see what Square has been up toin your neck of the woods. And then if you have extra time, check out square.com/go/appleinsider.Claude by Anthropic: Get 50% off your first three months of Claude Pro at Claude.ai/appleinsiderNordStellar: go to nordstellar.com/appleinsider and use coupon code appleinsider-10 to get a 10% discountLinks from the Show:How much faster is M5 versus M4?After the iPhone Fold, expect bezel-free & flip models in 2027 and 2028Relax - Apple tweaking production numbers on new iPhone models is normalDeep production cutbacks again rumored to hit iPhone Air supply chainWells Fargo hikes AAPL target to $290 on high AI expectationsiPhone 17 demand continues to beat analyst expectationsNew Apple Vision Pro developer strap moves data 40x faster than beforeNew Apple Vision Pro with M5 doubles refresh rate of Mac Virtual DisplayHow to make your own external SSD: Boost your Mac's storage cheaplyJon Prosser pushes back after reports claim he ignored Apple lawsuitJudges seems sympathetic to Apple in App Store appeal hearingFolding iPad release may have been delayed until 2029Anniversary iPhone 20 rumored to launch months earlier than expectediPhone 18 A20 chip will cost TSMC a lot more to makeGM ridiculously thinks that not offering CarPlay in future cars is 'Jobsian'Support the show:Support the show on Patreon or Apple Podcasts to get ad-free episodes every week, access to our private Discord channel, and early release of the show! We would also appreciate a 5-star rating and review in Apple PodcastsMore AppleInsider podcastsTune in to our HomeKit Insider podcast covering the latest news, products, apps and everything HomeKit related. Subscribe in Apple Podcasts, Overcast, or just search for HomeKit Insider wherever you get your podcasts.Subscribe and listen to our AppleInsider Daily podcast for the latest Apple news Monday through Friday. You can find it on Apple Podcasts, Overcast, or anywhere you listen to podcasts.Those interested in sponsoring the show can reach out to us at: advertising@appleinsider.com (00:00) - Intro (01:08) - iPhone Air is doomed (10:45) - Analysts and the iPhone 17 (14:41) - Economical SSD (26:35) - Games and the Apple Vision Pro developer strap (38:35) - Mac on Apple Vision Pro (44:37) - M5 iPad Pro (46:57) - Jon Prosser (51:32) - Pink/Orange (54:35) - Foldable iPad and future iPhones ★ Support this podcast on Patreon ★

The results are in! Tesla has released it's Q3 2025 financials results and shareholder letter. It was a record quarter with $28B in revenue, $5B in gross profit and $1.6B in operating income. Additionally, Tesla pumped out $4B in free cash flow ($6B+ from operations). Now all eyes are on the future. It was a FASCINATING conference all as Elon dove deep into Cybercab launch plans, Robotaxi network expansion and the V3 Optimus rollout. 0:00 Intro0:24 Tesla Q3 2025 Financial Results3:00 Conference Call Opening Remarks from Elon6:50 CFO Talks Tesla Financials 8:43 SAY Retail Investor Q&A9:03 Being Paranoid About Robotaxi/FSD Safety10:30 Robotaxi Update / Expansion Plans11:28 Optimus V3 Launch & Ramp12:57 Elon Musk On His Own Compensation/Ownership Package 14:15 AI5 Chip Progress & Potential (built by TSMC and Samsung)16:10 Self-Driving Tesla Semi Trucks Coming16:30 Cybercab Launch & Production Plans In Q2 202619:15 Optimus Is Tesla's Newest Startup21:01 Tesla and XAI Partnership, Different AIs21:53 Robotaxi Safety Drivers22:20 Tesla FSD Software Releases, Safety & Comfort22:49 1M Optimus Production Line .. Ramping in 2026!?24:03 VOTE VOTE VOTE Before Tesla's 11/6 Shareholder MeetingMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock and am not a financial advisor. This show is not financial advice.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Lea Oetjen über die große Chipkrise in Europa, vorsichtige Zurückhaltung bei SAP und ein Kursplus von 450 Prozent für Beyond Meat. Außerdem geht es um Netflix, Apple, Nvidia, Amazon, Mattel, TeamViewer, Alphabet, Rigetti Computing, D-Wave Quantum, Volkswagen, Mercedes-Benz, BMW, Infineon, Texas Instruments, Vishay, Nexperia, Onsemi, NXP, GameStop, TSMC, Samsung, Wingtech, Philips und Unilever. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ 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

Jon Czin spent years as a top China analyst at the CIA, served as China Director on Biden's National Security Council, and now works at the Brookings Institution. We discuss what Xi's fourth-term means for China's top leadership and military, Taiwan, and the US. We cover: How Xi's mafioso-style “decapitation strategy” has kept the PLA in line and why he's purged more generals than Mao. Cognitive decline and how end-of-life thinking might be shaping Xi's succession plans and Taiwan strategy. Tariffs, rare earths, and China's appetite for pain vs. America's. Beijing's parochialism and its limits in the Russo-Ukrainian conflict. What intelligence work on China actually looks like and whether or not Xi's era is duller than previous generations. Plus: who might succeed Xi, comparing the Politburo Standing Committee to a frat house, and why chips and TSMC matter much less in Xi's Taiwan calculus than most think. Outtro Music: Learn more about your ad choices. Visit megaphone.fm/adchoices

Names across the A.I. space rallied Monday on the back of Nvidia (NVDA) unveiling its first Blackwell wafer produced at TSMC's (TSM) Phoenix plant. Austin Lyons lays out where he sees the state of A.I. heading as demand sees no sign of slowing down. He believes increased competition in AMD Inc. (AMD) and Broadcom (AVGO) won't steal much of Nvidia's market share but will open the door to new chipmaking processes. As for A.I.'s next leg, Austin talks about the importance of data centers and energy as A.I. tech becomes more advanced.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork

Traders continued last week's volatile rally as all major indices showed green shoots at the end of Monday's session. Apple added lots of muscle for the Mag 7 after a report said iPhone 17 sales outpaced iPhone 16 in its opening days. Amazon (AMZN) closed higher even after AWS caused outages across the internet. Chip stocks rallied after Nvidia (NVDA) showed off its first Blackwell wafer at TSMC's (TSM) Phoenix plant. Marley Kayden takes investors through a busy start to the trading week on Wall Street.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Thiago Kapulskis fez o “call” da Nvidia. Agora, está otimista com TSMC e Amazon. E pessimista com Oracle e Apple. Ele diz também que a IA não é uma bolha, mas é preciso separar o joio do trigo

Big AWS outage took down half the internet overnight. X wants you to be able to snap up dormant or desirable X handles. Blackwell chips look like they've hit volume production in the US. And you know who else is benefiting from the AI boom? Crypto miners and makers of plain old cables. Major AWS outage took down Fortnite, Alexa, Snapchat, and more (The Verge) OpenAI pauses Sora video generations of Martin Luther King Jr. (TechCrunch) X to launch marketplace for buying inactive handles (TechCrunch) Oura redesigns app with expanded stress tracking (The Verge) Exclusive: Nvidia and TSMC unveil first Blackwell chip wafer made in U.S. (Axios) $500 purple cables put this little-known company in the middle of the AI boom (CNBC) Crypto Miners Riding the AI Wave Are Leaving Bitcoin Behind (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

The hardware giant marked a major milestone by manufacturing one of its next-gen AI chip parts in TSMC's Arizona facility. Learn more about your ad choices. Visit podcastchoices.com/adchoices

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:   Market Turbulence and Geopolitical Tensions: Discussion of recent market volatility triggered by comments from world leaders. The hosts analyze the impact of US-China tensions on rare earth elements and tech industries.   Tech Industry Developments: Oracle's Financial Analyst Day 2025 and AI-focused announcements. Salesforce's Dreamforce event and the future of enterprise software.   Semiconductor Industry Insights: TSMC's strong performance and its implications for the AI and chip markets. Plus, an analysis of ASML's earnings and its role in the semiconductor supply chain.   AI Infrastructure and Cloud Competition: The hosts debate Oracle's potential to challenge major cloud providers in the AI era, spurring a discussion of AI-driven growth in cloud and infrastructure markets.   Economic and Market Trends: Examination of market reactions to geopolitical events and major tech announcements. Pat and Dan speculate on the sustainability of AI-driven growth and potential bubbles.   Industry Events and Announcements: Coverage of multiple tech events, including the Dell Analyst Summit, Oracle World, and Salesforce's Dreamforce. Hosts unpack the key announcements and their potential impact on the tech landscape.   Future of Enterprise Software and AI: Predictions on the consolidation of AI platforms and agents in enterprise software and a discussion on the challenges and opportunities in integrating AI into business processes. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

Daniel Mahncke and Shawn O'Malley dive into Copart, the salvage auction company that's quietly become one of the best-performing stocks of the last three decades. From a single junkyard in California in the 1980s, Copart has grown into a global online marketplace that sells more than three million vehicles a year. With sellers ranging from major insurers and rental fleets to car dealers and finance companies, and buyers spanning over 190 countries, Copart has built a platform that turns totaled cars into a surprisingly durable business. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 Intro 00:01:12 How was Copart founded and what's so special about the culture? 00:12:19 How does the competitive landscape look? 00:26:10 What are Copart's competitive advantages? 00:36:48 What risks does Copart face through AVs and EVs? 00:52:48 What makes Copart's management best in class. 00:58:47 What are the growth drivers and future business opportunities? 01:06:54 Whether Copart is attractively valued at its current levels. 01:11:03 Whether Shawn & Daniel add CPRT to The Intrinsic Value Portfolio. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Sign Up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Community.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Related episode: Copart Deep Dive w/ Leandro and Clay. Related episode: Junk to Gold Summary on We Study Billionaires. Rijnberk Invest Article. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Paypal⁠⁠⁠,⁠⁠ ⁠⁠⁠⁠⁠Uber,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Nike,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Reddit,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠Amazon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TSMC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LVMH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Related ⁠⁠⁠⁠books⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SPONSORS Support our free podcast by supporting our ⁠sponsors⁠: Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Jon Czin spent years as a top China analyst at the CIA, served as China Director on Biden's National Security Council, and now works at the Brookings Institution. We discuss what Xi's fourth-term means for China's top leadership and military, Taiwan, and the US. We cover: How Xi's mafioso-style “decapitation strategy” has kept the PLA in line and why he's purged more generals than Mao. Cognitive decline and how end-of-life thinking might be shaping Xi's succession plans and Taiwan strategy. Tariffs, rare earths, and China's appetite for pain vs. America's. Beijing's parochialism and its limits in the Russo-Ukrainian conflict. What intelligence work on China actually looks like and whether or not Xi's era is duller than previous generations. Plus: who might succeed Xi, comparing the Politburo Standing Committee to a frat house, and why chips and TSMC matter much less in Xi's Taiwan calculus than most think. Outtro Music: Learn more about your ad choices. Visit megaphone.fm/adchoices

In this insightful Market Mondays clip, hosts Troy Millings and Rashad Bilal break down their latest moves and strategies with AI chip stocks, focusing especially on Taiwan Semiconductor Manufacturing Company (TSMC or TSM). Rashad kicks things off by recapping a bold call made when TSM stock pulled back—highlighting the real-time decisions that set successful traders apart. Troy shares his long-standing affinity for TSM, which dates back years, and details his own strategic options stack, entering new positions as the stock fluctuates.What makes TSM so vital in the current tech landscape? Troy unpacks how TSMC sits at the center of the global AI ecosystem, manufacturing chips for industry leaders like Nvidia, AMD, and Broadcom. With TSMC's key earnings event and the steady increase in quarterly performance, the hosts discuss both the short-term trading opportunities and the long-term investment potential.But it's not just about the numbers. The conversation turns to the bigger picture: TSMC's critical role in the supply chain, the geopolitical pressures influencing its business, and the fast-tracking of new American plants in Arizona. Troy muses about how TSMC's global presence and U.S. expansion ensure supply chain security—a lesson learned after the disruptions of 2020. They also touch on governmental moves pushing leading chipmakers like TSMC and Micron to manufacture on American soil, securing both economic and national security interests.The clip offers an exclusive glimpse into the duo's investment process, showing how understanding both company fundamentals and macro trends is crucial when trading volatile AI chip stocks.*Key topics covered:* Why TSMC (TSM) is a linchpin for AI and chip stocks globally Strategic options trading and timing entries during stock pullbacks The impact of TSMC's earnings reports and catalyst events Geopolitical forces shaping the chip industry U.S. initiatives to control and secure semiconductor supply chains Reflections on Warren Buffett's TSMC involvement and industry insightsWhether you're a seasoned investor or new to the chip stock game, this Market Mondays clip provides invaluable inside perspective on what's shaping the market for AI and semiconductor stocks right now!*Don't forget to like, comment, and subscribe for more real-time market analysis, investing tips, and discussions on global trends every week!**#MarketMondays #TSMC #SemiconductorStocks #AIStocks #OptionsTrading #Investing #StockMarket #Geopolitics #ChipStocks #SupplyChain #WarrenBuffett #Nvidia #Broadcom #AMD*---

Joren Vaes is a design engineer at SOFICS working on simulating and delivering analog IP blocks on leading edge nodes like the 2 nm node from TSMC. Listen to how they bend physics to their will to make the chips that power our modern electronics.

This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, you can find it here.  ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. ~*~ You can get a free trial to AlphaSense through this link here and read 200k+ Expert Call Interviews. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Intro, Casey's (2:26) — Financial news (6:23) — TSMC (10:46) — Prologis (14:37) — CoStar (20:18) — LVMH (21:30) — Spotlight  -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Confira a Carteira Empiricus 10 ideias: https://emprc.us/5iVp9M A aversão ao risco voltou com força após a nova escalada da Guerra Comercial entre EUA e China — e os mercados sentiram o impacto. Neste episódio do Empiricus PodCa$t, os analistas da Empiricus Larissa Quaresma, Matheus Spiess e Enzo Pacheco analisam os desdobramentos dessa tensão, as novas tarifas, as restrições de exportações e como tudo isso afeta o investidor brasileiro.Além disso, o trio comenta:- A temporada de resultados nos EUA, com surpresas positivas em bancos, TSMC e ASML- O desafio fiscal de 2026 e seus impactos sobre juros e mercado- O quadro “Compra ou Vende?” com Morgan Stanley, Ouro e ASML- E a tradicional dica cultural da semana

OpenAI gründet Expert Council für Well-being und AI nach FTC-Anfrage zu Mental-Health-Problemen. ChatGPT plant Erotik-Modus für verifizierte Erwachsene ab Dezember. Netflix und Spotify starten Podcast-Kooperation mit Bill Simmons. OpenAI erstellt nachträglich 5-Jahres-Businessplan für $1 Billion Ausgaben. Deel erreicht $17 Milliarden Bewertung bei $100 Millionen Monatsumsatz. Microsoft bringt Voice-Control für Windows 11. David Sacks attackiert Anthropic wegen California AI-Regulierung. Uber-Fahrer sollen Digital Tasks für Clickwork erledigen. 50% des Internets besteht aus AI-Slop. Trump plant Arc de Trump zum 250. Unabhängigkeitstag. TSMC zeigt Stagnation bei AI-Chips trotz 41% Umsatzwachstum. Kalifornien launcht $11 Insulin-Programm CalRx. Google AI findet neue Krebs-Hypothese mit Yale. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Getränke-Startups (00:04:13) OpenAI Expert Council für Well-being (00:10:38) ChatGPT Erotik-Modus ab Dezember (00:16:57) Netflix-Spotify Podcast-Deal (00:23:37) OpenAI's nachträglicher Businessplan (00:26:19) Deel $17 Mrd Bewertung (00:28:51) Windows 11 Voice Control (00:32:27) David Sacks vs Anthropic (00:36:27) Uber Digital Tasks für Fahrer (00:41:12) 50% Internet ist AI-Slop (00:43:12) Arc de Trump Monument (00:45:34) TSMC Earnings - AI-Stagnation? (00:51:50) ASML durchwachsene Zahlen (00:52:43) CalRx $11 Insulin-Programm (00:59:07) Google AI Krebs-Durchbruch Shownotes OpenAI bildet Expertenrat zur Stärkung der Sicherheitsmaßnahmen – cnbc.com Sam Altman– x.com Netflix startet Podcasts mit Spotify-Deal – nytimes.com OpenAI plant fünfjährigen Geschäftsplan für $1 Billion Ausgaben – ft.com Deel steigert Bewertung auf 17 Mrd. USD trotz Spionageskandal – on.ft.com Microsoft: Sprachsteuerung und KI-Kontrolle für PCs – theverge.com Anthropics KI-Prinzipien als Ziel des Weißen Hauses – bloomberg.com Uber bietet US-Fahrern die Möglichkeit, durch Aufgaben wie das Hochladen von Menüs Geld zu verdienen. – bloomberg.com Über 50 Prozent des Internets ist jetzt KI-Müll, neue Daten zeigen – futurism.com "Arc de Trump": US-Präsident plant Monument zum 250. Unabhängigkeitstag – zeit.de TSMC hebt Prognose an für KI-„Megatrend“ – bloomberg.com Gouverneur Newsom kündigt erschwingliches CalRx®-Insulin für 11 $ an – gov.ca.gov KI-Modell enthüllt neue Hypothese zur Krebsbekämpfung – x.com

China's Tech Espionage and the Difficulty of Reverse Engineering Advanced Chip Tools. Chris Riegel discusses how TSMC and ASML technology face constant threats from Chinese industrial espionage. ASML's chipmaking tools are highly complex, making reverse engineering nearly impossible. Europe is waking up to the risks; recently, the Dutch government seized China-owned chipmaker Nexperia. China is estimated to be two to three years behind US high-end chip technology and requires access to advanced ASML tools to catch up.

CBS EYE ON THE WORLD WITH JOHN BATCHELOR 29224 THE SHOW BEGINS IN THE DOUBTS ABOUT THE ESCALATION OF RHETORIC IN THE UKRAINE WAR,.. FIRST HOUR 9-915 US-Russia Summit in Budapest Amid Ukraine Escalation Fears. Anatol Lieven discusses how US President Trump and Russian President Putin agreed to meet in Budapest to discuss ending the Ukraine conflict following a productive call. The meeting, hosted in Viktor Orbán's Hungary, aims to reduce extreme tensions and avoid direct clashes between Russia and NATO. Discussion points include potential territorial compromise in Donbas and concerns over deploying Tomahawk missiles, which Russia views as a major escalation. 915-930 US-Russia Summit in Budapest Amid Ukraine Escalation Fears. Anatol Lieven discusses how US President Trump and Russian President Putin agreed to meet in Budapest to discuss ending the Ukraine conflict following a productive call. The meeting, hosted in Viktor Orbán's Hungary, aims to reduce extreme tensions and avoid direct clashes between Russia and NATO. Discussion points include potential territorial compromise in Donbas and concerns over deploying Tomahawk missiles, which Russia views as a major escalation. 930-945 China's Tech Espionage and the Difficulty of Reverse Engineering Advanced Chip Tools. Chris Riegel discusses how TSMC and ASML technology face constant threats from Chinese industrial espionage. ASML's chipmaking tools are highly complex, making reverse engineering nearly impossible. Europe is waking up to the risks; recently, the Dutch government seized China-owned chipmaker Nexperia. China is estimated to be two to three years behind US high-end chip technology and requires access to advanced ASML tools to catch up. 945-1000 Hostage Situation and Political Realities in Gaza Ceasefire. Cliff May explains how the Gaza ceasefire focuses on the return of hostages, with 19 (including two Americans) still unaccounted for. Hamas is suspected of withholding hostages to retain bargaining power and resist relinquishing political control in phase two of the peace plan. Rhetoric about regional forces disarming Hamas is dismissed. May notes that in the Middle East, there are only permanent battles, viewing the current truce as a hudna, allowing jihadists to regroup and rearm. SECOND HOUR 10-1015 US Escalates Pressure on Maduro Following Machado's Nobel Prize. Evan Ellis discusses how, following the Nobel Peace Prize awarded to opposition leader María Corina Machado, the US escalated pressure on Venezuela. President Trump authorized CIA operations, coupled with naval deployments and B-52 overflights, to pressure the Maduro regime. The goal is triggering a tipping point where Maduro's inner circle calculates that leaving is preferable to facing US action. Separately, Peru's President Boluarte was ousted due to corruption and the nation's struggle with extreme urban violence and illegal mining. 1015-1030 US Escalates Pressure on Maduro Following Machado's Nobel Prize. Evan Ellis discusses how, following the Nobel Peace Prize awarded to opposition leader María Corina Machado, the US escalated pressure on Venezuela. President Trump authorized CIA operations, coupled with naval deployments and B-52 overflights, to pressure the Maduro regime. The goal is triggering a tipping point where Maduro's inner circle calculates that leaving is preferable to facing US action. Separately, Peru's President Boluarte was ousted due to corruption and the nation's struggle with extreme urban violence and illegal mining. 1030-1045 US Escalates Pressure on Maduro Following Machado's Nobel Prize. Evan Ellis discusses how, following the Nobel Peace Prize awarded to opposition leader María Corina Machado, the US escalated pressure on Venezuela. President Trump authorized CIA operations, coupled with naval deployments and B-52 overflights, to pressure the Maduro regime. The goal is triggering a tipping point where Maduro's inner circle calculates that leaving is preferable to facing US action. Separately, Peru's President Boluarte was ousted due to corruption and the nation's struggle with extreme urban violence and illegal mining. 1045-1100 US Escalates Pressure on Maduro Following Machado's Nobel Prize. Evan Ellis discusses how, following the Nobel Peace Prize awarded to opposition leader María Corina Machado, the US escalated pressure on Venezuela. President Trump authorized CIA operations, coupled with naval deployments and B-52 overflights, to pressure the Maduro regime. The goal is triggering a tipping point where Maduro's inner circle calculates that leaving is preferable to facing US action. Separately, Peru's President Boluarte was ousted due to corruption and the nation's struggle with extreme urban violence and illegal mining. THIRD HOUR 1100-1115 Iran's Women-Led Uprising: Origins, Brutality, and Defiance. Nilo Tabrizy discusses how the Iranian women-led uprising, detailed in For the Sun After Long Nights, was triggered by the 2022 murder of Mahsa Amini by the morality police. The slogan "Woman, Life, Freedom" (Zan, Zendegi, Azadi) is the rallying cry. The regime's brutality is severe, suppressing protests through executions. The Islamic Revolutionary Guard Corps (IRGC) acts as an octopus, maintaining control across society. Defiance continues today, demonstrated by women actively ignoring state-mandated dress codes. 1115-1130 Iran's Women-Led Uprising: Origins, Brutality, and Defiance. Nilo Tabrizy discusses how the Iranian women-led uprising, detailed in For the Sun After Long Nights, was triggered by the 2022 murder of Mahsa Amini by the morality police. The slogan "Woman, Life, Freedom" (Zan, Zendegi, Azadi) is the rallying cry. The regime's brutality is severe, suppressing protests through executions. The Islamic Revolutionary Guard Corps (IRGC) acts as an octopus, maintaining control across society. Defiance continues today, demonstrated by women actively ignoring state-mandated dress codes. 1130-1145 Iran's Women-Led Uprising: Origins, Brutality, and Defiance. Nilo Tabrizy discusses how the Iranian women-led uprising, detailed in For the Sun After Long Nights, was triggered by the 2022 murder of Mahsa Amini by the morality police. The slogan "Woman, Life, Freedom" (Zan, Zendegi, Azadi) is the rallying cry. The regime's brutality is severe, suppressing protests through executions. The Islamic Revolutionary Guard Corps (IRGC) acts as an octopus, maintaining control across society. Defiance continues today, demonstrated by women actively ignoring state-mandated dress codes. 1145-1200 Iran's Women-Led Uprising: Origins, Brutality, and Defiance. Nilo Tabrizy discusses how the Iranian women-led uprising, detailed in For the Sun After Long Nights, was triggered by the 2022 murder of Mahsa Amini by the morality police. The slogan "Woman, Life, Freedom" (Zan, Zendegi, Azadi) is the rallying cry. The regime's brutality is severe, suppressing protests through executions. The Islamic Revolutionary Guard Corps (IRGC) acts as an octopus, maintaining control across society. Defiance continues today, demonstrated by women actively ignoring state-mandated dress codes. FOURTH HOUR 12-1215 US Military Pressure Campaigns Maduro Amid Silence from Regional Allies. Mary Anastasia O'Grady explains how Venezuela's illegitimate leader, Maduro, faces escalating pressure from the US, including a Navy flotilla, B-52 flights, and authorized CIA operations. The goal is to compel Maduro and his generals, who profit from transnational crime, to flee. The silence from traditional allies like Russia and China suggests they lack political justification to defend Maduro's record. However, Mexico's president offered no comment regarding Nobel Peace Prize winner María Corina Machado, reflecting leftist sympathies. 1215-1230 Tariffs Harm Consumers, Reduce Hiring, and Cause Customs Backlogs. Veronique De Rugy explains how tariffs are costing American consumers and businesses over 80% of the expense, leading to higher prices and reduced corporate margins. The tariff policy is harming the job market, causing 40% of CEOs to pause hiring and investments. Customs authorities are overwhelmed by the volume of small packages now requiring assessment, causing significant backlogs and lost goods for consumers. Special interests are expanding the tariff application to derivative products, such as peanut butter packaged in metal containers. 1230-1245 Russia Debates Orbit and Costs for Post-ISS Space Station. Anatoly Zak explains how Roscosmos faces a debate over the orbit of its new space station: a low-inclination 51-degree orbit or a more expensive near-polar orbit. The polar orbit offers strategic Arctic observation but increases radiation risk and reduces payload capacity. Economic realities may push Roscosmos toward the cheaper 51-degree orbit, possibly using existing ISS infrastructure, to ensure an operational station for cosmonauts by 2031. 1245-100 AM Russia Debates Orbit and Costs for Post-ISS Space Station. Anatoly Zak explains how Roscosmos faces a debate over the orbit of its new space station: a low-inclination 51-degree orbit or a more expensive near-polar orbit. The polar orbit offers strategic Arctic observation but increases radiation risk and reduces payload capacity. Economic realities may push Roscosmos toward the cheaper 51-degree orbit, possibly using existing ISS infrastructure, to ensure an operational station for cosmonauts by 2031.

Stocks with a high short interest have outperformed the market over the past five years, but is this meme trading or a new trend in long-term investing? Plus, the crew talks about Taiwan Semiconductor's earnings, Google's medical AI, and the “cockroaches” that could be hiding in the market. Travis Hoium, Lou Whiteman, and Dan Caplinger discuss: - How highly shorted stocks and memes have outperformed the market - TSMC and ASML's earnings - Hidden leverage in the market - Google's new medical AI Companies discussed: Taiwan Semiconductor (TSM), ASML (ASML), AMC (AMC), Gamestop (GME), Bitcoin (BTC), Alphabet (GOOG), Palantir (PLTR), Coinbase (COIN), NVIDIA (NVDA), AMD (AMD), Joby (JOBY), Delta (DAL). Host: Travis Hoium Guests: Lou Whiteman, Dan Caplinger 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

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über den Downtober an den Kryptomärkten, enttäuschende Zahlen bei Merck KGaA und satte Gewinne für TSMC. Außerdem geht es um Bitcoin, Sartorius Vz., Carl Zeiss Meditec, FlatexDegiro, Nestlé, Travelers, Marsh & McLennan, Prudential, MetLife, AIG, Intesa Sanpaolo, Unicredit, Vossloh, Amundi FTSE MIB ETF ausschüttend (WKN: A0BLNG), iShares FTSE MIB thesaurierend (WKN: A0YEDP), iShares Core S&P 500 (WKN: A0YEDG), Stoxx Europe 600 ETF (WKN: 263530) und Xtrackers CSI 300 Swap (WKN: DBX0M2). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast 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/article104636888/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Follow-up: Languages in Scotland ATP merch has more benefits (via Christian Heiler) Slide Over fade animation (via Daniel Luz) Marco’s iPhone case survey: Ryan London bare bottom (via Oliver Thomas) /u/LaughingMan11 is Benson Leung (via Deta & Daniel Luz) ZFS and the Drobo dream (via Joe) AnyRAID for ZFS Explained for Dummies Hexos announcement An aside for an argument Apple M5 M5 Pro, M5 Max, TSMC’s SoIC Ming-Chi Kuo Chip on Wafter on Surface Integrated Fan-Out Package-on-Package M5 MacBook Pro MacRumors on the [lack of] power adapter Numerama M5 iPad Pro M5 Vision Pro The Verge compares refresh rates Sorry, no trade-ins Logitech Muse spatial stylus Apple TV+ is now Apple TV F1: The Movie announcement post Eddie Cue on The Town podcast New icon Post-show: iPhone setup, take two Skip all the Siri/FaceID/etc things until setup is complete Don’t try to memorize the flashing 6-digit code; choose another way Members-only ATP Overtime: Alexa Plus in the real world Jennifer Patterson Tuohy “Temperature” on LLMs Nilay’s take Sponsored by: Sentry: A real-time error monitoring and tracing platform. Grammarly: A digital writing assistant that ensures your writing and reputation shine. Become a member for ATP Overtime, ad-free episodes, member specials, and our early-release, unedited “bootleg” feed!

Plus: HPE stocks drop after projecting slower revenue growth for fiscal year 2026. And Singapore's GIC files a U.S. lawsuit against NIO for allegedly inflating its securities value. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Federal officials find no evidence of appliance makers cheating on tariffs – despite last month's accusations from Whirlpool. And, earnings continue to come in thick and fast with results from Nestle and TSMC. Kate Bullivant hosts.  Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Gideon talks to Taipei-based policy analyst J Michael Cole about how the Taiwanese are handling the threat of invasion from Beijing. Clips: APT News; RTI English.Free links to read more on this topic:TSMC's stock market rally is a triumph of need over fearTaiwan accelerates ‘T-dome' missile plan against China threatTaiwan backtracks on chip export curbs to South Africa after China spatTaiwan becomes largest importer of Russian naphthaSubscribe to The Rachman Review wherever you get your podcasts - please listen, rate and subscribe.Presented by Gideon Rachman. Produced by Fiona Symon. Sound design is by Breen Turner and the executive producer is Flo Phillips.Follow Gideon on Bluesky or X @gideonrachman.bsky.social, @gideonrachmanRead a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

TSMC's (TSM) latest earnings is "raising the bar" for A.I. across the board, says Charles Schwab's Joe Mazzola. He says it's a sign that the chip trade remains intact while adding pressure to A.I.-adjacent names. Joe also talks about market optimism from retail investors seen in a boost of options call-side activity. However, he says market performance hinges on the SPX holding a key support level.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Marley Kayden offers a close look at TSMC's (TSM) report, which posted a strong earnings and revenue beat. He shows where the money was made and how it offers a roadmap for TSMC and all the names it's connected to for the months ahead. Joe Tigay turns to an example options trade for the global chipmaking giant.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

"A.I. is growing, " says Sylvia Jablonski, but she poses the question, "what is the future of this?" TSMC's (TSM) latest earnings show strong demand, though Sylvia points to headwinds in energy and infrastructure buildout as lasting headwinds. Trade tensions with China adds another wild card to the A.I. story. David Nicholson makes the case that there's more winners to see as investors realize "not all A.I. accelerators come from one company." He labels Qualcomm (QCOM) and Broadcom (AVGO) as strong competitors to Nvidia (NVDA).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

En este episodio de VG Daily, Eugenio Garibay y Andre Dos Santos arrancan con el frente geopolítico: el endurecimiento entre Estados Unidos y China, que Donald Trump ya califica abiertamente como guerra comercial, y el segundo foco de tensión con Venezuela, tras la autorización de Donald Trump a la Agencia Central de Inteligencia (CIA) para operar dentro del país. Luego pasan al terreno corporativo con los resultados de TSMC, BNY Mellon y Charles Schwab, desmenuzando sorpresas, márgenes y lectura de demanda hacia adelante. Cierran con el cierre de gobierno en Estados Unidos y sus implicaciones para la economía. Un episodio que conecta geopolítica, ganancias empresariales y política fiscal para entender el mapa de riesgos y oportunidades en las próximas semanas.

PREVIEW HEADLINE: China's Failed Attempt to Reverse Engineer ASML's Top-Tier Fab Machines: Intellectual Property at Risk GUEST NAME: Theresa Fallon (speaking from Brussels) 100-WORD SUMMARY: John Batchelor and Theresa Fallon discussed an anecdote illustrating the risk to intellectual property posed by the People's Republic of China concerning ASML, a critical manufacturer of fab machines necessary for TSMC to create top-of-the-line microchips for AI. Fallon shared that high-level ASML engineers were sent to China to "repair" an older machine the Chinese had acquired before sanctions. The engineers discovered the machine was not broken but had been completely taken apart. The Chinese were attempting to reverse engineer the very advanced machinery but were unable to put it back together again properly. This failure led the Chinese to call in the ASML engineers. The conversation highlights China's efforts to acquire proprietary technology by trying to take apart sophisticated equipment. 1963

Shawn O'Malley and Daniel Mahncke break down Fair Isaac Corporation (ticker: FICO), a company whose algorithms are essential to computing credit scores, which are used in everything in the U.S., from applying for a mortgage, credit cards, apartments, to even job applications and more. FICO has incredible market penetration and earnings leverage, as almost all of its price increases trickle down to the bottom line, even though the cost of credit checks is typically a very small portion of the mortgage origination process, for example. In this episode, you'll learn about how FICO came to dominate credit scoring in the U.S., how credit scores have made it possible for millions of people to access financing, why FICO's industry-leading position is so rock-solid, whether FICO can still be a “compunder” going forward,  and whether FICO's stock is attractively priced, plus so much more! IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro 15:35 - How credit scores helped to democratize access to credit 25:47 - What actually goes into a FICO score 29:08 - Why FICO has become the industry standard for credit scores 29:49 - About FICO's relationship with the three major credit bureaus — Experian, Equifax, and TransUnion 30:19 - How the government helped solidify FICO's moat, and whether that's changing 55:12 - What makes FICO one of the most profitable businesses we've ever looked at 01:03:04 - How to think about modeling FICO's intrinsic value 01:11:26 - Whether Shawn and Daniel add FICO to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Sign Up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Community.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Business Breakdowns coverage of FICO. Check out the Value Investors' Club Pitch for FICO. FICO's investor relations page. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Paypal⁠⁠,⁠⁠ ⁠⁠⁠⁠Uber,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Nike,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Reddit,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠Amazon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TSMC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LVMH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Related ⁠⁠⁠books⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN THE DOUBTS ABOUT THE TRUMP ADMINISTRATION GAZA PLAN.. 1950 RAMALLAH 10-6-25 FIRST HOUR 9-915 The Trump Peace Plan and the Problematic Role of the Palestinian Authority Guest: Peter Berkowitz Peter Berkowitz examines the Trump peace plan, which calls for an immediate ceasefire, the release of 50 remaining hostages (living and dead) within 72 hours, and the disarming of Hamas. Hamas disarmament is a crucial Israeli war aim. The central challenge is the future role of the Palestinian Authority (PA), which Berkowitz argues is corrupt, incompetent, weak, and lacks democratic legitimacy, having not held elections since 2005. International recognition of a Palestinian state is viewed as counterproductive, as it rewards proponents of armed struggle. The plan anticipates a pathway toward a Palestinian state only after substantial and comprehensive PA reform, including ceasing terror incitement and abandoning the goal of Israel's destruction. Given the security challenges and the history of Palestinian rejection of a state coexisting with Israel, the realistic possibility of a two-state solution is seen as many years in the future. 915-930 The Trump Peace Plan and the Problematic Role of the Palestinian Authority Guest: Peter Berkowitz Peter Berkowitz examines the Trump peace plan, which calls for an immediate ceasefire, the release of 50 remaining hostages (living and dead) within 72 hours, and the disarming of Hamas. Hamas disarmament is a crucial Israeli war aim. The central challenge is the future role of the Palestinian Authority (PA), which Berkowitz argues is corrupt, incompetent, weak, and lacks democratic legitimacy, having not held elections since 2005. International recognition of a Palestinian state is viewed as counterproductive, as it rewards proponents of armed struggle. The plan anticipates a pathway toward a Palestinian state only after substantial and comprehensive PA reform, including ceasing terror incitement and abandoning the goal of Israel's destruction. Given the security challenges and the history of Palestinian rejection of a state coexisting with Israel, the realistic possibility of a two-state solution is seen as many years in the future. 930-945 Houthi Attacks, Sanctions, and the Implications of a Gaza Ceasefire Guest: Bridget Toumey Bridget Toumey reports that the Houthis, who are well-organized and disciplined, attacked a Dutch ship in the Gulf of Aden and continued launching at least one missile and one drone at Israel, a slower pace than the nearly daily attacks seen in September. The Houthis also sanctioned 13 US oil and energy companies and their CEOs, citing the war in Gaza and US support for Israel. This announcement mirrored US sanctions and may be a precursor to resuming attacks against US-connected vessels. Israel's counter-Houthi air strikes have hit targets but have failed to deter the group, which also exploits connections with other terrorist organizations like al-Qaeda in the Arabian Peninsula (AQAP). If the Gaza conflict ends, the Houthis might need a new casus belli to justify attacks, but they are willing to invent excuses if Iran wishes to continue stirring chaos. 945-1000 Life, Economy, and Chinese Threat Perception in Taipei, Taiwan Guest: Anne Stevenson-Yang Anne Stevenson-Yang reports from Taipei, Taiwan, a vibrant economy and republic vital to the global economy due to TSMC, the microchip maker. Taiwan is characterized by a wonderful public culture where honesty and personal safety are prevalent. Despite its high-tech focus, the economy suffers from problems common elsewhere, including increasing income inequality, unaffordability, high housing prices, and stagnant wages. Regarding geopolitical tensions, the average Taiwanese person is largely immune to the constant threat from China, having heard talk of belligerence for the last 30 years. However, there is apprehension related to China's grim economic winter and growing concern that the US protective umbrella may be receding, leading to more interest in investing in Taiwan's own defense. SECOND HOUR 10-1015 Iran's Strategy, Setbacks for Hezbollah, and the Chinese Economic Lifeline Guest: Jonathan Sayah Jonathan Sayah discusses US efforts to bolster the Lebanese Armed Forces (LAF) with $230 million, intending to empower the national identity over sectarian militias like Hezbollah. Iran consistently seeks to arm its proxies, but Hezbollah is currently on its back foot, having lost leadership, money, and the Syria corridor due to Israeli attacks and the new regime in Syria. A peace deal in Gaza would significantly weaken Iran, as stability does not favor the Islamic Republic, which thrives by exploiting regional instability. The morale of the Islamic Republic has crumbled due to external defeats and internal incompetence (failing infrastructure, high inflation). Furthermore, Iran relies heavily on China to purchase oil, utilizing a money-laundering network to evade US sanctions, securing an economic lifeline for the regime in return for natural resources and infrastructure projects. 1015-1030 Iran's Strategy, Setbacks for Hezbollah, and the Chinese Economic Lifeline Guest: Jonathan Sayah Jonathan Sayah discusses US efforts to bolster the Lebanese Armed Forces (LAF) with $230 million, intending to empower the national identity over sectarian militias like Hezbollah. Iran consistently seeks to arm its proxies, but Hezbollah is currently on its back foot, having lost leadership, money, and the Syria corridor due to Israeli attacks and the new regime in Syria. A peace deal in Gaza would significantly weaken Iran, as stability does not favor the Islamic Republic, which thrives by exploiting regional instability. The morale of the Islamic Republic has crumbled due to external defeats and internal incompetence (failing infrastructure, high inflation). Furthermore, Iran relies heavily on China to purchase oil, utilizing a money-laundering network to evade US sanctions, securing an economic lifeline for the regime in return for natural resources and infrastructure projects. 1030-1045 Taiwanese Resilience and Japan's New Conservative Leader Guest: Scott Harold Scott Harold discusses Taiwan's resilience, rooted in its democratic rule of law and high societal trust, which China attempts to undermine. Taiwanese self-identity is deepening, particularly among younger generations. However, concerns exist in Taipei that the US administration's "Fortress America" focus is inducing doubt about Washington's commitment to Taiwan's defense, a doubt China exploits. Harold also covers the historic rise of Takaichi Sanae as the LDP head in Japan, positioning her to become the first female Prime Minister. Takaichi is a conservative acolyte of former Prime Minister Abe Shinzo who emphasized increased defense spending to enhance the US-Japan alliance. Her selection was seen as an effort to bring conservative votes back to the LDP, responding to growing political frustration and capitalizing on sentiment against an influx of foreigners. 1045-1100 Taiwanese Resilience and Japan's New Conservative Leader Guest: Scott Harold Scott Harold discusses Taiwan's resilience, rooted in its democratic rule of law and high societal trust, which China attempts to undermine. Taiwanese self-identity is deepening, particularly among younger generations. However, concerns exist in Taipei that the US administration's "Fortress America" focus is inducing doubt about Washington's commitment to Taiwan's defense, a doubt China exploits. Harold also covers the historic rise of Takaichi Sanae as the LDP head in Japan, positioning her to become the first female Prime Minister. Takaichi is a conservative acolyte of former Prime Minister Abe Shinzo who emphasized increased defense spending to enhance the US-Japan alliance. Her selection was seen as an effort to bring conservative votes back to the LDP, responding to growing political frustration and capitalizing on sentiment against an influx of foreigners. THIRD HOUR 1100-1115 Europe Responds to Russian Harassment Without US Lead Guest: Mary Kissel Mary Kissel analyzes the European emergency summit in Copenhagen, convened due to alarming mysterious drone activity over European airports, likely instigated by Russia. This harassment, which includes potential risks like hitting a passenger jet, aims to create confusion and test the resolve of the continent. The outcome, focusing on a "drone wall," suggests that the EU is starting to take more responsibility for its own defense, a long-term goal of US presidents. Kissel notes that the US absence from the prominent conversation does not signal the end of NATO. She also highlights that politicians like Starmer and Meloni are moving toward stronger defense measures, realizing that their voting bases are unhappy with current economic and security outcomes 1115-1130 Syria's Search for Stability: Security Deals, the Golan Heights, and the Gaza Impact Guests: Ahmad Sharawi, Bill Roggio Ahmad Sharawi and Bill Roggio discuss Syrian President al-Sharaa's focus on stability and his pursuit of a security agreement with Israel. Negotiating away the Golan Heights is considered a non-starter for al-Sharaa's survival, as his father, Hafez Assad, is often seen as the man who lost the territory, and al-Sharaa would be domestically labeled a traitor by all segments of the Syrian population, including hardliners. A full peace agreement is out of the question, but a limited security agreement might be possible, allowing Israel to maintain its presence in the Golan Heights while potentially withdrawing from areas entered after the fall of the Assad regime. The end of the war in Gaza is expected to expedite negotiations between Syria and Israel toward a security deal, as it affects the optics of al-Sharaa making such a move in the Arab world. Al-Sharaa's main priority is removing Israeli presence and stopping Israeli air strikes inside southern Syria 1130-1145 Russia's Multi-Front War: European Drones, Space Threats, and Tomahawk Missiles Guests: John Hardie, Bill Roggio John Hardie discusses Russia's expanding conflict, which includes drones over European airports like Munich and Berlin, viewed by Denmark as Russian "gray zone" activity aimed at testing Western response. NATO has been slow to adopt cost-effective counter-drone measures, unlike Ukraine's use of mobile fire groups. Russia is also engaging in anti-satellite activity, with Russian satellites reportedly stalking UK military satellites in low Earth orbit. Russia continues to target Ukrainian energy infrastructure with massive barrages as winter approaches. The US is reportedly considering supplying longer-range Tomahawk missiles to allies for transfer to Ukraine. These missiles could strike deep into Russian military-industrial sites, which, coupled with economic pressure, might convince Putin to pause the war. 1145-1200 Russia's Multi-Front War: European Drones, Space Threats, and Tomahawk Missiles Guests: John Hardie, Bill Roggio J FOURTH HOUR 12-1215 Gaza Ceasefire Talks: Hostages, Disarmament, and Hamas's Reach into Europe Guest: Joe Truzman Joe Truzman details the Gaza ceasefire negotiations, which center on the release of the remaining 48 hostages (living and deceased) within 72 hours, potentially in exchange for a significant number of Palestinian prisoners, including convicted terrorists. The central obstacle to peace is Hamas's refusal to disarm, viewing it as tantamount to surrendering their identity. Fighting has lessened, with Israel toning down air strikes, possibly to show goodwill to President Trump. Truzman emphasizes that if Hamas retains its arms, another conflict is inevitable. He also notes the rise in reported Hamas plots in Europe, something uncommon historically, indicating the organization may be branching out its operations and feeling emboldened, as seen in the recent deadly attack on a synagogue in Manchester. 1215-1230 Gaza Ceasefire Talks: Hostages, Disarmament, and Hamas's Reach into Europe Guest: Joe Truzman . 1230-1245 Maduro Regime Threatens US Embassy; Lula's Concern over US Pressure Guests: Alejandro Piña Esclusá, Ernesto Araújo Alejandro Piña Esclusá reports that Nicolás Maduro's chief negotiator, Jorge Rodríguez, falsely claimed a third party plans to assault the US embassy in Caracas, but Esclusá warns that Maduro himself ordered the operation. The regime is allegedly interested in the embassy because they believe opposition leader María Corina Machado is hidden there. The regime, which stole the election, is now persecuting and imprisoning more opposition members than ever to infuse terror into the population. Ernesto Araújo views an attack on the embassy—an action against the "only thing that's sacred in international relations"—as very serious, suggesting Maduro is desperate for a bargaining chip with the US. Brazil's Lula da Silva is reportedly worried about the seriousness of the US attitude toward Maduro and may be softening his stance with Trump, fearing what information might emerge regarding the Foro de São Paulo organization if the Maduro regime falls. 1245-100AM Maduro Regime Threatens US Embassy; Lula's Concern over US Pressure Guests: Alejandro Piña Esclusá, Ernesto Araújo

Life, Economy, and Chinese Threat Perception in Taipei, Taiwan Guest: Anne Stevenson-Yang Anne Stevenson-Yang reports from Taipei, Taiwan, a vibrant economy and republic vital to the global economy due to TSMC, the microchip maker. Taiwan is characterized by a wonderful public culture where honesty and personal safety are prevalent. Despite its high-tech focus, the economy suffers from problems common elsewhere, including increasing income inequality, unaffordability, high housing prices, and stagnant wages. Regarding geopolitical tensions, the average Taiwanese person is largely immune to the constant threat from China, having heard talk of belligerence for the last 30 years. However, there is apprehension related to China's grim economic winter and growing concern that the US protective umbrella may be receding, leading to more interest in investing in Taiwan's own defense. 1925 TAIPEI