Podcasts about TSMC

From the BBC World Service: Little luxuries can become routine during tougher economic times. The newest iteration of the “lipstick effect,” the phenomenon is called "little treat culture" on TikTok, where videos using the hashtag have grown by 75% globally over the past year. This morning, we'll delve into the business model of treat-onomics. But first, TSMC confirms plans to make AI semiconductors in southern Japan, and gig workers in India are planning a nationwide strike.

From the BBC World Service: Little luxuries can become routine during tougher economic times. The newest iteration of the “lipstick effect,” the phenomenon is called "little treat culture" on TikTok, where videos using the hashtag have grown by 75% globally over the past year. This morning, we'll delve into the business model of treat-onomics. But first, TSMC confirms plans to make AI semiconductors in southern Japan, and gig workers in India are planning a nationwide strike.

【主なニュース】▽積雪多い地域で気温上昇 3月並みの予想 落雪など十分注意　▽半導体TSMC 熊本で国内初 3ナノメートル先端半導体 生産へ　▽「モームリ」事件 紹介受けていた弁護士2人と事務員を書類送検　など ▽最新のニュースは「らじる★らじる」やポッドキャスト「ＮＨＫラジオニュース」からもお聴きいただけます

2月6日（金）ニュース ▼衆院選の世論調査 自民は300議席を超える可能性も▼アメリカとロシアの核軍縮条約失効も「当面は条約順守で調整」と米メディアが報道▼Googleの親会社アルファベット 年間売上高が初の4000億ドル超え▼特集「衆議院選挙 政党幹部が生出演」▼あさって投開票の衆院選。改憲勢力は３分の２を超えるのか！？⇒スタジオ生出演：参政党 吉川里奈副代表▼TSMC 3ナノメートルの先端半導体を熊本で生産へ▼AIだけが投稿できるSNS「モルトブック」が話題に コメンテーター文筆家・情報キュレーター 佐々木俊尚See omnystudio.com/listener for privacy information.

Unpacking the latest round of Meta earnings, including Wall Street's about-face after last year's CapEx squeamishness, whether Zuckerberg's astronomical CapEx plans are more evidence he yearns to be more than an app maker, why Meta owes a thank you to Apple, Apple and Meta in the AI era, and a word about Instagram messages. Then: Are we in an “AI is a Bubble” bubble? Thoughts on mass adoption among software makers, demand that looks insatiable, product managers vs. engineers, and the era of perfect competition among employees. From there: Why hyperscalers should not solve the CapEx problem by co-investing in TSMC, why Ben sympathizes with TSMC, and a note on Samsung. At the end: Andrew shares his experience with Bucks-Lakers in the Vision Pro and reviews Ben's takes.

In this episode of John Solomon Reports, we focus on a pivotal hearing addressing veterans' job opportunities in the emerging technology sector, particularly in artificial intelligence. Congressman Abe Hamadeh from Arizona, a veteran himself, joins us to discuss his groundbreaking legislation, the Improving Emerging Tech Opportunities for Veterans Act. This initiative aims to connect highly skilled veterans with high-tech jobs, especially as Arizona positions itself as a hub for semiconductor manufacturing and AI innovation.Congressman Hamadeh emphasizes the importance of leveraging the unique skills and discipline of veterans to fill workforce gaps in the tech industry, particularly as foreign investments flood into the U.S. He highlights partnerships with companies like TSMC that are committed to veteran outreach and hiring. This legislation represents a significant step toward ensuring that American veterans are not only honored but also gainfully employed in the rapidly evolving tech landscape.We also delve into the recent developments surrounding President Trump's negotiations regarding Greenland and NATO. The Congressman shares insights on the strategic importance of Greenland for U.S. military operations and how these discussions could bolster national security while countering adversarial influences in the Arctic. With a focus on protecting Western civilization, Hamade reflects on the potential benefits of these agreements for both the U.S. and its allies.Next, we dive deep into President Trump's recent signing of the Charter for the Board of Peace at the World Economic Forum in Davos, Switzerland. Joining us is Claire Lopez, a former CIA operations officer and national security expert, who provides valuable insights on the implications of this new charter for global order and U.S. strategy in the Arctic. Lopez discusses the enhanced U.S. control over strategic sites in Greenland and the significance of these developments in countering the assertive actions of China and Russia in the region.We also explore the broader geopolitical landscape, including the situation in Venezuela. Lopez highlights how the country has become a focal point for adversaries such as Iran and China, and how Trump's foreign policy aims to assert U.S. primacy in the Western Hemisphere. She addresses the ongoing challenges posed by the Maduro regime and the presence of foreign influence in Venezuela, emphasizing the need for a robust U.S. response.Finally, Tina Desovich, co-founder of Moms for Liberty, shares the importance of instilling true American history in our children. Tina emphasizes the importance of parents educating their children about the nation's founding principles and the real stories behind key historical figures. She warns about the potential pitfalls of historical interpretation in museums and educational settings, urging parents to engage directly with original documents to ensure their children grasp the true essence of American history.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jean-Michel Valantin, docteur en sociologie de la défense et chercheur sur la stratégie américaine, il est également l'auteur de Hyper guerre. Enfin il collabore avec le think tank The Red Team Analysis Society. Spécialiste des mutations géopolitiques et de l'impact des ressources énergétiques sur les relations internationales, il décrypte ici les fractures profondes du monde contemporain.Dans cet épisode, nous parlons de guerre, bien sûr – mais pas seulement de celle que l'on voit. J'ai questionné Jean-Michel Valantin sur les tensions invisibles qui redessinent la carte du pouvoir mondial : influence chinoise en Amérique latine, remilitarisation de l'Europe, rôle stratégique du Groenland, retour des zones d'influence, montée en puissance des technologies comme l'IA ou le lithium, effondrement du droit international, brutalité de la doctrine Trump...Trump n'est pas si fou. en réalité vou sallez l'entendre.Ensemble, nous décortiquons un basculement historique majeur : celui d'un monde qui ne croit plus à la paix, ni à la coopération, mais à la force. Un monde qui revient aux logiques de confrontation, de territoire, de contrôle des matières premières. Un monde que l'Europe, trop longtemps désarmée intellectuellement et militairement, peine à comprendre – et donc à affronter.Citations marquantes« Le droit sans la force n'est qu'impuissance. »« On a cru à la fable de Fukuyama sur la fin de l'Histoire. »« Le président Trump ne joue pas, il applique une stratégie parfaitement cohérente. »« Le Venezuela, c'est le retour d'un monde où les États s'arrogent des zones d'influence. »« L'Arctique est devenu une zone stratégique, avec tous les appétits qu'elle suscite. »Idées centrales discutées 1. La guerre est de retour – mais sous de nouvelles formesTimestamp ~00:01:10Ce n'est plus seulement des conflits armés : c'est la militarisation de l'économie, des réseaux sociaux, de l'information.

Jean-Michel Valantin, docteur en sociologie de la défense et chercheur sur la stratégie américaine, il est également l'auteur de Hyper guerre. Enfin il collabore avec le think tank The Red Team Analysis Society. Spécialiste des mutations géopolitiques et de l'impact des ressources énergétiques sur les relations internationales, il décrypte ici les fractures profondes du monde contemporain.Dans cet épisode, nous parlons de guerre, bien sûr – mais pas seulement de celle que l'on voit. J'ai questionné Jean-Michel Valantin sur les tensions invisibles qui redessinent la carte du pouvoir mondial : influence chinoise en Amérique latine, remilitarisation de l'Europe, rôle stratégique du Groenland, retour des zones d'influence, montée en puissance des technologies comme l'IA ou le lithium, effondrement du droit international, brutalité de la doctrine Trump...Trump n'est pas si fou. en réalité vou sallez l'entendre.Ensemble, nous décortiquons un basculement historique majeur : celui d'un monde qui ne croit plus à la paix, ni à la coopération, mais à la force. Un monde qui revient aux logiques de confrontation, de territoire, de contrôle des matières premières. Un monde que l'Europe, trop longtemps désarmée intellectuellement et militairement, peine à comprendre – et donc à affronter.Citations marquantes« Le droit sans la force n'est qu'impuissance. »« On a cru à la fable de Fukuyama sur la fin de l'Histoire. »« Le président Trump ne joue pas, il applique une stratégie parfaitement cohérente. »« Le Venezuela, c'est le retour d'un monde où les États s'arrogent des zones d'influence. »« L'Arctique est devenu une zone stratégique, avec tous les appétits qu'elle suscite. »Idées centrales discutées 1. La guerre est de retour – mais sous de nouvelles formesTimestamp ~00:01:10Ce n'est plus seulement des conflits armés : c'est la militarisation de l'économie, des réseaux sociaux, de l'information.

The latest In Touch With iOS with Dave is joined by Jill McKinley,Jeff Gamet, Eric Bolden, Marty Jencius, Guy Serle. The discussion spans the latest Vision Pro beta updates and immersive NBA experiences to rumors of new M5 MacBook Pros and significant leadership shifts at Apple. The team also tackles critical security news, including a major data breach at a manufacturing partner and new anti-phishing features from 1Password. The show notes are at InTouchwithiOS.com  Direct Link to Audio  Links to our Show Give us a review on Apple Podcasts! CLICK HERE we would really appreciate it! Click this link Buy me a Coffee to support the show we would really appreciate it. intouchwithios.com/coffee  Another way to support the show is to become a Patreon member patreon.com/intouchwithios Website: In Touch With iOS YouTube Channel In Touch with iOS Magazine on Flipboard Facebook Page BlueSky Mastodon X Instagram Threads Summary In episode 405 of In Touch With iOS, host Dave Ginsburg is joined by a full panel including Marty Jencius, Jill McKinley, Eric Bolden, Guy Serle, and Jeff Gamet to dissect the latest developments in the Apple ecosystem. The episode covers a wide range of topics from hardware shortages and software betas to major security breaches and executive transitions. The panel discusses the recent Vision Pro beta releases, noting that while the updates are relatively minor, they significantly improve connectivity with game controllers. Looking ahead, Apple Arcade is set to launch a "Retrocade" on February 5th, bringing 3D immersive versions of classics like Pac-Man, Space Invaders, and Asteroids to the headset. The team also reviews the recent immersive Lakers NBA game, sharing mixed feelings about the audio quality and app stability, but ultimately expressing excitement for the future of sports in VR. Current MacBook Pro stock is reportedly thinning, with wait times stretching into March. This has fueled speculation about an imminent release of M5 Pro and M5 Max models. The panel debates whether users should upgrade now or wait for the rumored M6, while also considering how NVIDIA's priority at TSMC for AI chips might be impacting Apple's supply chain. The discussion takes a serious turn regarding a massive 1TB data breach at Apple manufacturing partner Luxshare. The stolen data allegedly includes confidential product designs and engineering documents from 2019 through 2025, raising concerns about reverse engineering and hardware vulnerabilities. On the software side, 1Password has introduced a new anti-phishing feature that warns users when they attempt to paste passwords into suspicious websites. The panel also revisits Walmart's continued refusal to accept Apple Pay, noting that the retailer prefers its own "Walmart Pay" system to maintain control over customer purchase data. Apple TV+ continues to gain momentum with six Academy Award nominations for the film F1. The panel also previews upcoming content, including the March 27th premiere of For All Mankind Season 5, and discusses other popular series like Starfleet Academy and Monarch. A significant portion of the episode is dedicated to reports that John Ternus is being groomed as the next Apple CEO. Ternus has recently taken over management of the design teams, a move seen as a way to expose him to broader business operations before Tim Cook eventually retires. While some panelists express anxiety over a post-Cook era, others highlight Apple's history of strong succession planning. Topics and Links   In Touch With Vision Pro this week.  Apple Seeds Second Betas of watchOS 26.3, tvOS 26.3, and visionOS 26.3 to Developers visionOS 26.3 Beta 2 Release Notes   Apple Arcade Adding These Four Games in February for Vision Pro Dave, Marty, and Eric give thoughts viewing the Lakers Immersive game When and how to watch Lakers games in Apple Immersive format on Vision Pro What it's like to watch an NBA game courtside in Apple Vision Pro Beta this week. iOS 26.3 Beta 2 continues.  In Touch With Mac this week MacBook Pro Buyers Now Facing Up to a Two-Month Wait Ahead of New Models The Gmen show Episode 22 Other Topics Major data breach could expose Apple secrets Walmart Still Doesn't Accept Apple Pay in the U.S. in 2026, Here's Why Apple Tops 2025 Smartphone Market With 20% Share, 10% Growth Apple drops to 7th in U.S. patent rankings for 2025 as grants fall 11%, per report Apple tops the 2026 World's Most Admired Companies list—finishing No. 1 for the 19th year in a row News Apple's F1 Movie Nominated for Best Picture at 2026 Oscars Apple scores six Academy Award nominations Apple TV reveals first look at season five of hit space drama "For All Mankind" ChatGPT Atlas Gains Tab Groups, Auto Google/AI Search Switching 1Password Launches Anti-Phishing Warnings for Pasted Passwords Apple's John Ternus Takes Over Design in Latest CEO Succession Move Announcements Macstock 9 has wrapped for 2025. Attendees will receive a link for the session recordings when  they're ready in 30-45 days. If you missed Macstock we missed you! Why not purchase a digital pass to relive all the amazing presentations? Click the link below to purchase the digital pass. Macstock X has already been announced July 10,11,12, 2026 hopeful you all can join us.  Macstock IX Digital Pass Our Host Dave Ginsburg is an IT professional supporting Mac, iOS and Windows users and shares his wealth of knowledge of iPhone, iPad, Apple Watch, Apple TV and related technologies. Visit the YouTube channel https://youtube.com/intouchwithios follow him on Mastodon @daveg65, , BlueSky @daveg65  and the show @intouchwithios   Our Regular Contributors Jeff Gamet is a podcaster, technology blogger, artist, and author. Previously, he was The Mac Observer's managing editor, and Smile's TextExpander Evangelist. You can find him on Mastadon @jgamet Pixelfed @jgamet@pixelfed.social and Bluesky @jgamet.bsky.social‬ Podcasts The Context Machine Podcast  Retro Rewatch Retro Rewatch His YouTube channel https://youtube.com/jgamet Marty Jencius, Ph.D., is a professor of counselor education at Kent State University, where he researches, writes, and trains about using technology in teaching and mental health practice. His podcasts include Vision Pro Files, The Tech Savvy Professor and Circular Firing Squad Podcast. Find him at jencius@mastodon.social  https://thepodtalk.net  Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him by email at eabolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast.   Jill McKinley works in enterprise software, server administration, and IT A lifelong tech enthusiast, she started her career with Windows but is now an avid Apple fan. Beyond technology, she shares her insights on nature, faith, and personal growth through her podcasts—Buzz Blossom & Squeak, Start with Small Steps, and The Bible in Small Steps. Watch her content on YouTube at @startwithsmallsteps and follow her on X @schmern. Find all her work at http://jillfromthenorthwoods.com  Chuck Joiner is the host of MacVoices and hosts video podcasts with influential members of the Apple community. Make sure to visit macvoices.com and subscribe to his podcast. You can follow him on Twitter @chuckjoiner and join his MacVoices Facebook group. Guy Serle is one of the hosts of the new The Gmen Show along with GazMaz and email GMenshow@icloud.com  @MacParrot and @VertShark on X  Vertshark on YouTube, Google Voice +1 Area code  703-828-4677

TSMC's pricing power in the AI era, a brief history of TSMC's culture and CapEx decisions, and ongoing capacity constraints that should be pushing tech companies to build up competitors. Then: Thoughts on Netflix after Ben's interview with co-CEO Greg Peters, including Wall Street's concerns despite enormous success, whether and how the Warner Brothers acquisition could be a counter to YouTube, and the difference between Netflix content and user generated YouTube content. At the end: Questions about the Curt Cignetti of tech, a victory lap on OpenAI, advertising in chatbots, advertising as a force for good, and Andrew's Starbucks habit.

This week’s episode covers everything from inflation pressures in Canada to the biggest trends shaping global markets. Simon and Dan dig into Netflix’s earnings and its revised bid for Warner Bros/HBO, Taiwan Semiconductor’s explosive AI-driven growth, and what BlackRock’s latest results reveal about the future of private credit and alternative assets. Tickers of stocks discussed: NFLX, TSM, BLK Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Rumors are starting to pick up in 2026, with more information emerging about the upcoming iPhone 18 and M5 MacBook Pros. Could we finally see new Studio Displays this year? And end-to-end encryption for RCS messages could finally be coming to iOS. iPhone 18 Pro: Dynamic Island may move to top-left screen corner. Some MacBook Pro configurations see up to a two-month delay ahead of possible next-gen M5 MacBook Pro release. The icon history of various Apple software. New Studio Display or Pro Display XDR spotted in regulatory database. Google Gemini-Powered Siri will reportedly have these 7 new features. Apple Watch blood sugar monitoring a step closer as new tech launches. The Smartlet dual watch band is the most ridiculous Apple Watch accessory yet. Apple Vision Pro owners will get a great assortment of classic arcade games in VR soon. Red Bull's 2026 Formula 1 launch puts Apple hardware front and center. Civilization VII is coming to Apple Arcade. As pressure mounts for Apple to pull the X app, xAI says Grok will stop undressing people. In case you ever doubted it, Apple Car was real -- reveals Airbnb. End-to-end encryption for RCS messages surfaces in iOS 26.3 beta. Apple is fighting for TSMC capacity as Nvidia takes center stage. Apple testing new App Store design that blurs the line between ads and search results Picks of the Week Andy's Pick: Dolly Parton & Trio, with Emmylou Harris and Linda Ronstadt Stephen's Pick: Aqara U400 Smart Lock UWB Jason's Pick: Also the Aqara U400 Smart Lock, but UWB locks in general. Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Stephen Robles Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: bitwarden.com/twit

Rumors are starting to pick up in 2026, with more information emerging about the upcoming iPhone 18 and M5 MacBook Pros. Could we finally see new Studio Displays this year? And end-to-end encryption for RCS messages could finally be coming to iOS. iPhone 18 Pro: Dynamic Island may move to top-left screen corner. Some MacBook Pro configurations see up to a two-month delay ahead of possible next-gen M5 MacBook Pro release. The icon history of various Apple software. New Studio Display or Pro Display XDR spotted in regulatory database. Google Gemini-Powered Siri will reportedly have these 7 new features. Apple Watch blood sugar monitoring a step closer as new tech launches. The Smartlet dual watch band is the most ridiculous Apple Watch accessory yet. Apple Vision Pro owners will get a great assortment of classic arcade games in VR soon. Red Bull's 2026 Formula 1 launch puts Apple hardware front and center. Civilization VII is coming to Apple Arcade. As pressure mounts for Apple to pull the X app, xAI says Grok will stop undressing people. In case you ever doubted it, Apple Car was real -- reveals Airbnb. End-to-end encryption for RCS messages surfaces in iOS 26.3 beta. Apple is fighting for TSMC capacity as Nvidia takes center stage. Apple testing new App Store design that blurs the line between ads and search results Picks of the Week Andy's Pick: Dolly Parton & Trio, with Emmylou Harris and Linda Ronstadt Stephen's Pick: Aqara U400 Smart Lock UWB Jason's Pick: Also the Aqara U400 Smart Lock, but UWB locks in general. Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Stephen Robles Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: bitwarden.com/twit

Rumors are starting to pick up in 2026, with more information emerging about the upcoming iPhone 18 and M5 MacBook Pros. Could we finally see new Studio Displays this year? And end-to-end encryption for RCS messages could finally be coming to iOS. iPhone 18 Pro: Dynamic Island may move to top-left screen corner. Some MacBook Pro configurations see up to a two-month delay ahead of possible next-gen M5 MacBook Pro release. The icon history of various Apple software. New Studio Display or Pro Display XDR spotted in regulatory database. Google Gemini-Powered Siri will reportedly have these 7 new features. Apple Watch blood sugar monitoring a step closer as new tech launches. The Smartlet dual watch band is the most ridiculous Apple Watch accessory yet. Apple Vision Pro owners will get a great assortment of classic arcade games in VR soon. Red Bull's 2026 Formula 1 launch puts Apple hardware front and center. Civilization VII is coming to Apple Arcade. As pressure mounts for Apple to pull the X app, xAI says Grok will stop undressing people. In case you ever doubted it, Apple Car was real -- reveals Airbnb. End-to-end encryption for RCS messages surfaces in iOS 26.3 beta. Apple is fighting for TSMC capacity as Nvidia takes center stage. Apple testing new App Store design that blurs the line between ads and search results Picks of the Week Andy's Pick: Dolly Parton & Trio, with Emmylou Harris and Linda Ronstadt Stephen's Pick: Aqara U400 Smart Lock UWB Jason's Pick: Also the Aqara U400 Smart Lock, but UWB locks in general. Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Stephen Robles Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: bitwarden.com/twit

Rumors are starting to pick up in 2026, with more information emerging about the upcoming iPhone 18 and M5 MacBook Pros. Could we finally see new Studio Displays this year? And end-to-end encryption for RCS messages could finally be coming to iOS. iPhone 18 Pro: Dynamic Island may move to top-left screen corner. Some MacBook Pro configurations see up to a two-month delay ahead of possible next-gen M5 MacBook Pro release. The icon history of various Apple software. New Studio Display or Pro Display XDR spotted in regulatory database. Google Gemini-Powered Siri will reportedly have these 7 new features. Apple Watch blood sugar monitoring a step closer as new tech launches. The Smartlet dual watch band is the most ridiculous Apple Watch accessory yet. Apple Vision Pro owners will get a great assortment of classic arcade games in VR soon. Red Bull's 2026 Formula 1 launch puts Apple hardware front and center. Civilization VII is coming to Apple Arcade. As pressure mounts for Apple to pull the X app, xAI says Grok will stop undressing people. In case you ever doubted it, Apple Car was real -- reveals Airbnb. End-to-end encryption for RCS messages surfaces in iOS 26.3 beta. Apple is fighting for TSMC capacity as Nvidia takes center stage. Apple testing new App Store design that blurs the line between ads and search results Picks of the Week Andy's Pick: Dolly Parton & Trio, with Emmylou Harris and Linda Ronstadt Stephen's Pick: Aqara U400 Smart Lock UWB Jason's Pick: Also the Aqara U400 Smart Lock, but UWB locks in general. Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Stephen Robles Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: bitwarden.com/twit

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Rumors are starting to pick up in 2026, with more information emerging about the upcoming iPhone 18 and M5 MacBook Pros. Could we finally see new Studio Displays this year? And end-to-end encryption for RCS messages could finally be coming to iOS. iPhone 18 Pro: Dynamic Island may move to top-left screen corner. Some MacBook Pro configurations see up to a two-month delay ahead of possible next-gen M5 MacBook Pro release. The icon history of various Apple software. New Studio Display or Pro Display XDR spotted in regulatory database. Google Gemini-Powered Siri will reportedly have these 7 new features. Apple Watch blood sugar monitoring a step closer as new tech launches. The Smartlet dual watch band is the most ridiculous Apple Watch accessory yet. Apple Vision Pro owners will get a great assortment of classic arcade games in VR soon. Red Bull's 2026 Formula 1 launch puts Apple hardware front and center. Civilization VII is coming to Apple Arcade. As pressure mounts for Apple to pull the X app, xAI says Grok will stop undressing people. In case you ever doubted it, Apple Car was real -- reveals Airbnb. End-to-end encryption for RCS messages surfaces in iOS 26.3 beta. Apple is fighting for TSMC capacity as Nvidia takes center stage. Apple testing new App Store design that blurs the line between ads and search results Picks of the Week Andy's Pick: Dolly Parton & Trio, with Emmylou Harris and Linda Ronstadt Stephen's Pick: Aqara U400 Smart Lock UWB Jason's Pick: Also the Aqara U400 Smart Lock, but UWB locks in general. Hosts: Leo Laporte, Andy Ihnatko, and Jason Snell Guest: Stephen Robles Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: bitwarden.com/twit

In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the launch of Ben's new publication, "The Diligent Stack." The duo then performs a deep dive into TSMC's recent earnings, analyzing the risks of semiconductor cyclicality, the massive CapEx requirements for the future, and the specific bottlenecks in advanced packaging (CoWoS). Later, they shift focus to OpenAI's partnership with Cerebras and the introduction of ads to fund massive compute needs. Finally, they break down the latest data on GPU pricing, highlighting the significant premiums hyperscalers charge compared to NeoClouds and the difficulty of tracking pricing for Nvidia's new Grace Blackwell chips.

Welcome to a very special edition of the Six Five Podcast! In this milestone episode, hosts Patrick Moorhead and Daniel Newman come together live in studio to celebrate hitting 100,000 YouTube subscribers. The duo takes a moment to reflect on the journey so far, their ever-growing community, and the audience of VCs, tech investors, and enterprise leaders who tune in each week. But it's not just about commemorating the past—our hosts dive right into the latest headlines shaping the tech industry, unpacking Apple's ongoing AI challenges and the strategy behind its latest collaboration with Google's Gemini. They break down OpenAI's $10 billion deal with Cerebras, and the explosive race to build out global data centers and energy capacity. Plus, a debate on what custom silicon means for the future of AI, Meta's recent layoffs at Reality Labs, TSMC's strong quarterly earnings, and they share predictions for enterprise AI in 2026. The handpicked topics for this week are: Celebrating 100K Subscribers: Hosts open the special episode, celebrating 100,000 YouTube subscribers, thanking the audience and introducing the YouTube Creator Award. A montage of show highlights, including funny moments, diverse locations, shirtless episodes, and memorable guest appearances. Apple, Google, and the AI Race: Pat and Dan transition into news analysis: Apple's AI strategy, Gemini integration, CapEx, and the broader implications for device form factors AI Chip Wars: OpenAI, Cerberus, Nvidia & Heterogeneous Computing: Hosts discuss major AI chip deals, the future of custom vs. merchant silicon, and why heterogeneous compute architectures matter. Data Center Boom, Energy Constraints & U.S. vs. China: Exploring the exponential growth in data centers, energy supply/regulatory bottlenecks, and the U.S.-China competition on infrastructure. Meta Layoffs, Wearables, and Future of XR: Meta's Reality Labs layoffs and what it signals for the Metaverse, AI wearables, and the XR industry shift toward AI-powered augmentation. China/PRC: Nvidia H200 Ban & Tech Sovereignty Rumors: Analysis on China's restrictions on Nvidia H200 chips, sovereign innovation, and the "cat and mouse" of supply chains and government posturing. The Flip - Live Debate Custom vs. Merchant Silicon, Google, Apple: A special, in-person, rapid-fire debate segment with spicy Texas sausage and coin flips: custom silicon's rise, Google TPUs, Apple's semiconductor strategy. TSMC Earnings, AI Ecosystem, & Chip Market Trends: Macro discussion on TSMC's results, CapEx, implications for Nvidia, AMD, Apple, Intel, and the ongoing AI-led semiconductor boom. Infosys, GSIs, and the AI Implementation Curve: Hosts trade insights on Infosys' strong quarter, what it means for enterprise digital transformation, and the role of GSIs as AI reshapes services. 2026 Tech Predictions: Dan and Pat share predictions for enterprise AI, ROI, key AI milestones, and potential for AI-driven layoffs.   Be sure to subscribe to The Six Five Pod so you never miss an episode.  

TSMC's (TSM) record net profit in earnings is what Ben Bajarin calls a strong bullish signal for the AI trade. He sees the report giving a green light for other chipmakers to move higher, from Nvidia (NVDA) to Intel (INTC). Kim Forrest says the earnings dismiss any concerns for an AI bubble by "putting their money where their mouth is." As TSMC seeks to create smaller chips, Kim expects operating costs to increase.======== 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

Timestamps: 0:00 I also prescribe myself tech news 0:13 RTX 5070 Ti cancellation discourse 1:59 US govt details AI chip sales to China plan 4:49 QUICK BITS INTRO 4:59 Gemini Personal Intelligence 5:29 Grok blocked in some regions 6:28 TSMC doing great, gloats at Intel 7:09 Wikipedia signs AI training deals 8:01 WhisperPair Bluetooth vulnerability 8:43 Replacing needles with glowing skin NEWS SOURCES: https://lmg.gg/CKeuV Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to the Investor Professor Podcast— In Episode 180, we kick off 2026 with a market that's already moving fast and giving investors zero time to catch their breath. The major indexes are positive to start the year, but the “Magnificent Seven” have stumbled out of the gate, hinting at a possible broadening in market leadership. From Venezuela and oil headlines, to sudden shifts in defense stocks, to a proposed credit card interest cap shaking financial names like Capital One and American Express, the theme of this episode is clear: don't let breaking news whip you into impulsive portfolio decisions. Headlines can move stocks quickly—but those moves can fade just as fast if the underlying fundamentals haven't truly changed. We also dig into the current state of the AI trade and earnings season, highlighted by a strong Taiwan Semiconductor report that helped reignite confidence across the chip and AI ecosystem. With banks reporting solid results and tech earnings ramping up, the focus turns to forward guidance and what companies are seeing for 2026—especially as political risk continues to rise and markets remain sensitive to sudden policy shifts. Even with all the noise, the bigger message remains steady: build a portfolio you believe in, own companies you understand, and stay committed through volatility—because markets can climb a wall of worry, but only disciplined investors benefit from it. *This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.  Past performance is no guarantee of future results.

Deutschland meldet erstmals seit zwei Jahren wieder Wachstum – und doch mehren sich die Zweifel. Reicht ein Plus von 0,2 Prozent wirklich für die Wende? Oder ist das nur ein Strohfeuer aus Konsum, Staat und mehr Arbeitstagen? Die Wirtschaftsjournalisten Dietmar Deffner und Holger Zschäpitz rechnen nach, streiten über die Wachstumschancen 2026 und erklären, warum Infrastrukturpakete, Rüstungsausgaben und Mindestlohn jetzt entscheidend werden. Außerdem: Warum der KI-Boom bei TSMC ungebrochen ist, Software-Aktien aber unter Druck geraten – und wie Donald Trump mit seinem Wahlkampfmodus zum Risiko für die Börsen wird. DEFFNER & ZSCHÄPITZ sind wie das wahre Leben. Wie Optimist und Pessimist. Im wöchentlichen WELT-Podcast diskutieren und streiten die Journalisten Dietmar Deffner und Holger Zschäpitz über die wichtigen Wirtschaftsthemen des Alltags. Schreiben Sie uns an: wirtschaftspodcast@welt.de Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutzerklärung: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Taiwan Semiconductor Manufacturing, the world's largest fabricator of advanced computing processors, is planning a major US expansion as part of a new trade deal. WSJ's Amrith Ramkumar joins us to talk about what role geopolitical tensions with China are playing in the shift. Plus, the Wikimedia Foundation's Chief Product and Technology Officer talks about how Wikipedia is transforming itself for the age of generative AI. Isabelle Bousquette hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar highlights a mixed global equity backdrop, with U.S. markets steady, Europe softer, and Asia boosted by record highs in Taiwan and South Korea following strong TSMC results and a major U.S.–Taiwan chip deal. The dollar strengthened as U.S. jobless claims fell, reducing near-term Fed cut expectations. Commodities dipped, while crypto markets stayed volatile amid regulatory uncertainty and new futures launches.

America agreed to cap tariffs on Taiwanese imports at 15% in exchange for the island's chipmakers (including the world's largest, TSMC) investing $500bn in their American operations. Hosted on Acast. See acast.com/privacy for more information.

US equity futures point to a modestly firmer open. Asian markets were mixed, while European equities were trading lower. Today's focus is on improving sentiment around AI and select cyclicals, with strong results and capex guidance from TSMC underpinning semiconductors and AI-linked names, while investment bank earnings provided support for financials. At the same time, oil retreated as geopolitical risk premiums faded after President Trump signaled he would hold off on Iran strikes, easing pressure across energy markets. Meanwhile, firmer US economic data and upbeat regional manufacturing surveys reinforced the narrative of economic resilience, prompting a backup in short-end yields and keeping expectations for rate cuts in 2026 more restrained, even as Fed officials continued to strike a cautious but broadly balanced tone on inflation and growth.Companies Mentioned: Ford Motor, JPMorgan Chase, Ferrari

Some analysts argue that TSMC (TSM) stands at the center of the AI trade. Their thesis was supported this week by robust earnings from the Taiwan-based company that showed record net profit. George Tsilis offers a closer look at the company for investors, along with the tailwinds and headwinds facing the company in 2026. ======== 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

This is a recap of the top 10 posts on Hacker News on January 15, 2026. This podcast was generated by wondercraft.ai (00:30): The URL shortener that makes your links look as suspicious as possibleOriginal post: https://news.ycombinator.com/item?id=46627652&utm_source=wondercraft_ai(01:57): Apple is fighting for TSMC capacity as Nvidia takes center stageOriginal post: https://news.ycombinator.com/item?id=46633488&utm_source=wondercraft_ai(03:24): Photos capture the breathtaking scale of China's wind and solar buildoutOriginal post: https://news.ycombinator.com/item?id=46630369&utm_source=wondercraft_ai(04:52): The Palantir app helping ICE raids in MinneapolisOriginal post: https://news.ycombinator.com/item?id=46633378&utm_source=wondercraft_ai(06:19): Ask HN: How can we solve the loneliness epidemic?Original post: https://news.ycombinator.com/item?id=46635345&utm_source=wondercraft_ai(07:47): 25 Years of WikipediaOriginal post: https://news.ycombinator.com/item?id=46632023&utm_source=wondercraft_ai(09:14): ‘ELITE': The Palantir app ICE uses to find neighborhoods to raidOriginal post: https://news.ycombinator.com/item?id=46637127&utm_source=wondercraft_ai(10:42): To those who fired or didn't hire tech writers because of AIOriginal post: https://news.ycombinator.com/item?id=46629474&utm_source=wondercraft_ai(12:09): Pocket TTS: A high quality TTS that gives your CPU a voiceOriginal post: https://news.ycombinator.com/item?id=46628329&utm_source=wondercraft_ai(13:37): Raspberry Pi's New AI Hat Adds 8GB of RAM for Local LLMsOriginal post: https://news.ycombinator.com/item?id=46629682&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

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(01:15) The Software Apocalypse(21:36) AI and Software Development(30:30) Housing Market Insights(34:17) TripAdvisor: A Legacy Business in Transition(38:43) Viator Acquisition: A Strategic Move for Airbnb(44:38) TSMC's Growth and Market Position(52:34) Apple and Google's AI Partnership*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

1. Eseročka môže byť výhodnejšia ako živnosť pri zhruba 3-tisícovom mesačnom obrate 2. Ostrá zmluva o výstavbe atómky sa podpíše až v ďalšom roku, povedal Fico pred odletom do USA 3. Nemecko začalo znova rásť, vďaka investíciám môže byť z najhoršieho vonku 4. Taiwanský čipový gigant TSMC zvýšil kvartálny zisk o tretinu na 14 miliárd 5. Krátko o začatí trestného stíhania pre „slayádu“, silnejúcej kritike Migaľových IT zákaziek a prudkom prepade ruských príjmov z ropy a plynu

January 16, 2026 - Zach and Chase dive into the recent surge in Micron's stock, reflecting on missed opportunities and the broader implications of the memory market's recovery. They discuss the importance of recognizing market inefficiencies and the challenges of investing in a climate where good deals often feel like traps. The conversation shifts to the performance of major tech stocks like TSMC and Google, emphasizing the need for investors to adapt to a rapidly changing market landscape.

En el episodio de hoy de VG Daily, Eugenio Garibay y Andre Doos Santos repasan un acuerdo comercial entre EE. UU. y Taiwán que reduce los aranceles y viene acompañado por el compromiso de inversión de empresas taiwanesas de chips y tecnología en Estados Unidos. Con ese marco como punto de partida, conectan el tema con TSMC y lo que significa expandir capacidad y cadena de suministro en suelo estadounidense en pleno auge de la IA.A partir de ahí, la conversación gira a la tensión en retail con la quiebra de Saks y el rol de un jugador grande como Amazon dentro del proceso, como ejemplo de cómo cambian las prioridades cuando el crédito se aprieta y el ciclo del consumo se complica. Cierran con un repaso de lo que se movió en los mercados durante la semana, hablando de riesgo, tasas y sentimiento.

Chicago Federal reserve Chairman Austan Goolsbee says the removal of Fed independence would see inflation “roaring back” and the IMF managing director Kristalina Georgieva has pledged her support behind Jerome Powell who is under criminal investigation. However, U.S. Commerce Secretary Howard Lutnick tells CNBC that the Fed has ‘plenty of room' to prompt further interest rate cuts. European equities hit another record high during Thursday's session following bumper earnings from Taiwan's TSMC. The result nudged European chip makers up and helped push the tech subindex to levels last seen at the start of the century. And a U.S. Congressional delegation are in Copenhagen to meet with Danish Prime Minister Mette Frederiksen to discuss the future of Greenland.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Daily Snippet vom 16.01.2026 TSMC sitzt direkt an der Quelle. Sie produzieren die Chips für Apple, Nvidia und Co. und wissen genau, wie die Nachfrage in 12 bis 24 Monaten aussieht. Dass sie ihre Ausgaben um über 30 % auf 56 Mrd. $ steigern, spricht eine deutliche Sprache. Es ist der Beweis, dass die großen Player weiter massiv Infrastruktur aufbauen. Meine Gedanken dazu im neuen Blogpost. Folge mir für ehrliche Finanz-Einblicke! Jetzt die Analyse anhören: —— Hier geht es zum Blog: https://www.julianhosp.com/de/blog/daily-snippet-16-01-2026 Folge mir für ehrliche Finanz-Einblicke! —— Montag bis Freitag: Dein persönliches Finanz-Audio. Kompakt, klar und mit den wichtigsten Marktinfos für deinen Vorsprung:

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über den Kampf um Warner Bros. Discovery, die neue Bestmarke von BlackRock und das große Coinbase-Chaos. Außerdem geht es um TSMC, Lam Research, Nvidia, AMD, Broadcom, Aixtron, Suss Microtec, PVA Tepla, Siltronic, Volkswagen, Paramount, Netflix, Adidas, Aker ASA, Thales, Leonardo, Hanwha Aerospace, Saab, RTX, iShares Core MSCI World (WKN: A0RPWH), Vanguard FTSE All-World (WKN: A2PKXG), VanEck Morningstar Developed Markets Dividend Leaders (WKN: A2JAHJ), VanEck Defense (WKN: A3D9M1), Xtrackers II EUR Overnight Rate Swap (WKN: DBX0AN), L&G Cyber Security ETF (WKN: A14WU5), VanEck Space Innovators ETF (WKN: A3DP9J), Amundi Stoxx Europe 600 Insurance ETF (WKN: LYX02M), WisdomTree Strategic Metals and Rare Earths Miners ETF (WKN: A3EKKT), Xtrackers MSCI EM Europe Middle East & Africa ETF (WKN: DBX1EA), Xtrackers Vietnam Swap ETF (WKN: DBX1AG), EUWAX Gold II ETC (WKN: EWG2LD), Xtrackers Physical Silver ETC (WKN: A1E0HS). https://www.welt.de/premium/plus255274882/90-Minuten-Kurs-Sieben-einfache-Schritte-zum-erfolgreichen-Depot.html 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 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/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Cette semaine : Siri sauce Google, Cardinal, MOS, CachyOS + ZorinOS 18, les Clairvoyants 111 : focus sur Wonder Man, Boards of Canada - Some Old Tunes 1985-1996, le cosplay Lara Croft revient à la mode en 2026, moniteurs du CES, le Glass Cloth victime de l'IA, et TSMC va (trop) bien... Lisez plutôt Torréfaction #358 : du Gemini dans Siri, Cardinal, MOS, CachyOS, ZorinOS et les dernières victimes (et bénéficiaires) de l'IA avec sa vraie mise en page sur Geekzone. Pensez à vos rétines.

Plus: Verizon's hourslong outage tied to software update issue. And Ford Motor in talks to partner with BYD for batteries. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apparently their ain't no drama like AI industry drama, proven once again by some high-profile defections from Thinking Machine Labs. Grok says it's cleaned up its act. TSMC is winning thanks to AI. More price rises from Spotify. And why is Ireland missing out on the AI datacenter boom? Two Thinking Machines Lab Cofounders Are Leaving to Rejoin OpenAI (Wired) Grok was finally updated to stop undressing women and children, X Safety says (ArsTechnica) TSMC delivers another record quarter as profit jumps 35% fueled by robust AI chip demand (CNBC) Ireland Is Trying to Get Back on the Data Center Bandwagon (Bloomberg) Spotify Raises Premium Subscription Prices in US to $13 a Month (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar highlights a rebound in global equities driven by strong TSMC earnings, upbeat UK and Eurozone economic data, and easing U.S.–Iran tensions. Oil prices slide as geopolitical risks cool, while U.S. jobless claims fall. Crypto markets remain resilient, with Bitcoin nearing $98,000, robust ETF inflows, and regulatory negotiations in Washington facing fresh delays without derailing the broader rally.

TSMC posted record quarterly earnings. Plus: Boston Scientific shares drop after announcing it's buying health-tech company Penumbra. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

MRKT Matrix - Thursday, January 15th Stocks close higher Thursday, as chip, bank stocks rally (CNBC) Chip stocks pop after TSMC's earnings beat boosts confidence in industrywide demand (CNBC) Taiwan will invest $250 billion in U.S. chipmaking under new trade deal (CNBC) Apple sits out AI arms race to play kingmaker between Google and OpenAI (FT) Bank CEOs Say Record $134 Billion Trading Haul Is Just the Start (Bloomberg) Philly Fed's Paulson Says Rate Cuts Can Wait, Shows Support for Powell (WSJ) Mortgage Rates Fall to Lowest in More Than Three Years (WSJ) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Chuck Zodda and Mike Armstrong discuss TSMC's blockbuster spending plans and results and if it shows that the AI boom will continue. Goldman's stock traders beat their own Wall Street record. BlackRock total assets hit record $14T as ETFs surge. Why have the vibes on megabanks changed? 7 signs you need a financial advisor in 2026.

When it comes to trading activity in the last few sessions, Kevin Green says it's largely "what you want to see" as underwhelming sectors retake command. Now, it appears to be tech's turn. KG turns to TSMC's (TSM) strong earnings giving much-needed muscle to the AI trade. However, it's more of a mixed picture when it comes to big banks after Morgan Stanley (MS), Goldman Sachs (GS), and BlackRock (BLK) reported. ======== 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

Datavault AI CEO, Nathaniel Bradley, considers TSMC (TSM) the epicenter for the AI trade with critical partners in Nvidia (NVDA) and Apple (AAPL). With the stock's record net profit serving as a catalyst to Thursday's rally, he examines the AI giant's "distribution railroad" giving it global strength. Tom White offers an example options trade for TSMC. ======== 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

Cory Johnson says the "most important participant" in the AI trade signaling that we're just in the starting stages is bullish for many aspects of tech. TSMC posted strong earnings and record net profit alongside gross margins Cory calls "incredible." When it comes to foundry competition, he notes Intel (INTC) serves as a competitor as long as it continues to shape up its turnaround story. Cory later talks about how TMSC's goals of lessening power demand is also bullish for the AI industry. ======== 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

The Information's Qianer Liu talks with TITV Host Akash Pasricha about TSMC's record $56 billion CapEx and why the company remains the world's only viable advanced chipmaker. We also talk with Stephanie Palazzolo about the drama at Thinking Machines Lab as co-founders return to OpenAI, and D.A. Davidson's Gil Luria about why Mark Zuckerberg is "incinerating" billions on Meta's Reality Labs and frontier models. Lastly, we get into ByteDance's $330 billion valuation with Anita Ramaswamy and ServiceNow's "AI native" hiring strategy with Rocket Drew.Articles discussed on this episode: https://www.theinformation.com/briefings/muratis-thinking-machines-lab-removes-ctohttps://www.theinformation.com/articles/bytedances-stock-rise-tiktok-deal-closeshttps://www.theinformation.com/articles/thinking-machines-personnel-shake-servicenow-still-hiring-young-engineers-part-thanks-aihttps://www.theinformation.com/briefings/tsmc-announces-record-capital-spending-56-billion-ease-capacity-shortagehttps://www.theinformation.com/briefings/muratis-thinking-machines-lab-removes-ctoTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Market update for January 15, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode:Investors drop tech and rotate to small capsTSMC delivers blowout quarter and signals even more AI-driven spending in 2026Goldman Sachs and Morgan Stanley post strong earnings as trading and deal activity surgeOil prices slide as geopolitical tensions around Iran ease, pulling energy stocks lowerTesla moves Full Self-Driving to a subscription-only model as it leans harder into software revenue

En el episodio de hoy de VG Daily, Juan Manuel de los Reyes y Andre Dos Santos repasan una mañana cargada de resultados y macro, conectando cómo se está moviendo el “riesgo” en mercados. En el bloque de bancos, se analiza por qué Morgan Stanley se apoyó en la fortaleza de Wealth Management (con ingresos y activos en máximos) y cómo Goldman mostró tracción en trading y gestión de activos, pero con el ruido puntual de su salida del negocio de Apple Card.  Luego se analiza el reporte de TSMC, que salto fuertemente luego de mostrar ganancias y elevar el tono con un plan de capex 2026. Finalmente, se aterriza en China con un dato de un superávit comercial récord cercano a $1.2 billones en 2025, pese a una caída de exportaciones a EE.UU., reabre el debate de “overcapacity”, dumping y el riesgo de más medidas comerciales. 

[깊이 있는 경제뉴스] 1) 미국-대만 관세 합의 임박.. TSMC 대미투자 확대 2) 트럼프 “이란과 거래하면 25% 관세 매길 것“ 3) 엔비디아, 일라이 릴리와 AI 신약 개발한다 - 김치형 경제뉴스 큐레이터 - 노유정 한국경제신문 기자 [친절한 경제] 요즘 원화는 왜 위안화랑 다르게 움직이나요? - 청취자 이용우 씨