Podcasts about Western Digital

The market is getting crushed… SPY is down hard, QQQ is getting hit even worse, and suddenly the “stocks only go up” crowd is having a very different kind of day.In this breakdown, we react to a crash-warning video claiming the next stock market crash is tied to trillion-dollar IPOs, AI bubble risk, inflation, oil, and liquidity. But instead of buying into panic, we cut through the noise and focus on what actually matters: the data, the trend, and the trading plan.Then we run the first-ever OVTLYR Stock Gauntlet, ranking ten of Barchart's so-called top stocks to buy. And the results were rough. Names like AXTI, Western Digital, Lumen, Seagate, Bloom Energy, AAOI, Coherent, and others were getting hammered, with many showing sell signals, broken trends, or bad risk setups.But even on a nasty red day, money still rotates somewhere. And right now, consumer defensive stocks are starting to stand out. Grocery names like Albertsons, Kroger, and Sprouts were showing strength while the broader market sold off. That's the lesson: when tech and high-beta names get crushed, defensive rotation can create new opportunities.✅ Stock market crash warnings, AI bubble risk, inflation, and IPO pressure✅ First OVTLYR Stock Gauntlet ranking setup✅ AXTI, WDC, Lumen, Seagate, Bloom Energy, AAOI, Coherent, and more✅ SPY, QQQ, market breadth, sell signals, and risk management✅ Albertsons, Kroger, Sprouts, grocery stocks, and defensive rotationIf you're watching the market fall apart and wondering where money is rotating next… this one shows why having a plan matters more than chasing hype.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

The stock market is back at all-time highs, with the Dow, S&P 500, and Nasdaq all closing at new records. The S&P 500 also posted its 9th straight week of gains, but as exciting as this moment feels, it is important to remember: this too shall pass.In this Friday market recap, James breaks down why investors should avoid getting too emotional when markets are up or down, how the AI revolution is still driving this market cycle, and why this moment could be compared to major periods of innovation like the railroad, the internet, and other major technology shifts.We also cover the big moves of the week, including Snowflake's huge gains, Costco's decline, weakness across most of the Magnificent 7 outside of Microsoft, crude oil moving lower, and the 10-year Treasury yield closing lowering to around 4.4% helping investors take a more risk on approach to the market.James also discusses whether it may be time to take profits in major winners like Western Digital, SanDisk, and Micron, plus what massive potential IPOs like SpaceX, OpenAI, and Anthropic could mean for the market. If these companies go public, money has to come from somewhere, and that could create a major shift in where investors are allocating capital.The AI story is still the main driver of this market, but record highs can also bring new risks, new emotions, and the possibility of a pullback. The key is staying disciplined, investing in progress, and understanding that markets are always moving in cycles. Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West & Walters Tax and Wealth Management, a Registered Investment Advisor (RIA) and tax firm based in Carlsbad, California. Our goal is to share market insights, investing tips, tax strategies, and straightforward financial education to help viewers make smarter financial decisions. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

Shares for Beginners and Tykr proudly present "Weekend Watchlist". We dissect a company using Tykr's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Get your free trial and special discount offer. Join Tykr today and take advantage of this special offer of 30% off with coupon code SAVE30. See for yourself why Tykr is the essential tool for every serious DIY share investor. 14-day free trial included, then a no-quibble 30-day money back guarantee: Get your free trial and special discount offer.SanDisk surges after its spin‑off from Western Digital. Learn how AI storage demand, data‑centre growth, and explosive earnings drive this comeback story.Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value. Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Join host Kyle Forrest and Katie Watson of Western Digital as they discuss establishing a culture of innovation amid a constantly evolving technological landscape and changing world of work.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die radikale Zeitenwende bei Berkshire Hathaway, einen Mega-Deal im Energiesektor und einen drohenden Zweikampf um Delivery Hero. Außerdem geht es um Deutsche Börse, Commerzbank, UniCredit, Rheinmetall, Sartorius, Bio-Rad, Delivery Hero, Uber, Ford, EDF, Mercedes-Benz, BMW, Volkswagen, Berkshire Hathaway, Delta Air Lines, Alphabet, New York Times, Macy's, Visa, Mastercard, Amazon, UnitedHealth, Charter, Domino's Pizza, Chevron, NextEra Energy, Dominion Energy, Micron, Seagate, Western Digital, Sandisk, Nvidia, Broadcom, Amundi Prime All Country World (WKN: ETF151), Xtrackers Euro Stoxx 50 (WKN: DBX1ET), Xtrackers Stoxx Europe 600 (WKN: DBX1A7), iShares Treasury Bond 20+yr ETF (WKN: A12HL9), Xtrackers II Global Government Bond ETF EUR Hedged (WKN: DBX0A8), iShares Core Global Aggregate Bond ETF EUR Hedged (WKN: A2H6ZT), iShares Euro Government Bond ETF (WKN: A0RL83), Xtrackers II Australia Government Bond ETF (WKN: DBX0GG), iShares € Inflation Linked Government Bond ETF (WKN: A0HGV1), State Street SPDR FTSE Global Convertible Bond ETF (WKN: A12CZS) und iShares $ Treasury Bond 0-1yr (WKN: A2PBNQ). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über neue Rekordmarken an der Wall Street, den Traumstart des Nvidia-Jägers und Photonics-Phantasie bei POET Technologies. Außerdem geht es um Nvidia, POET Technologies, Cerebras, Goldman Sachs, Cisco, StubHub, CTS Eventim, Ford, Coinbase, Robinhood, Applied Materials, Figma, Ondas, Palantir, Infineon, Siemens, SMA Solar, Fraport, Borussia Dortmund, Biontech, Tesla, Xiaomi, Apple, Micron, Blackstone, Boeing, TSMC, Sandisk, Intel, Lumentum, Seagate, Western Digital, Ciena, Coherent, AMD, Rackspace Technology, MaxLinear, Agilon Health, Bandwidth, Aehr Test Systems, Entravision, DigitalOcean, SELLAS, Bloom Energy, Atomera, Intuitive Machines, Arteris, Vicor, SiTime, TEQ - General Artificial Intelligence UCITS ETF (WKN: A41AXG). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

ABN Amro heeft een veel en veel beter dan gedacht kwartaal achter de rug. Het kwam met een stuk hogere winst op de proppen. Dat komt omdat ABN meer hypotheken verkocht, maar ook omdat er flink in de kosten is gesneden. De strategie van de nieuwe ceo, Marguerite Bérard, begint zijn vruchten af te werpen. Deze aflevering hebben we het over het 'nieuwe' ABN Amro. Hoeveel kosten kan de Franse ceo nog besparen en wat voor bank ontstaat er? En wordt het aandeel interessanter door al die ingrepen? Een ander aandeel dat begint met een A: Alfen. Komt ook voorbij. Dat aandeel ging ook als een raket, stond zelfs even 25 procent in de plus. Het laadpalenbedrijf doet het goed en de groei komt gek genoeg juist niet van laadpalen. We hebben het ook over het overleg tussen president Trump en president Xi Jinping. De Amerikanen zijn vandaag geland met een flinke delegatie. Trump wil vooral deals sluiten voor het Amerikaanse zakenleven, maar Xi Jinping wil het vooral over de oorlog in Iran hebben. Saillant detail: lastminute is Jensen Huang aan boord gestapt van de Air Force One. Hij mag dus namens Nvidia in China proberen te lobbyen. Verder nog veel meer interessants, waaronder een sneer van de machtigste bankier van de wereld aan de machtigste man van de wereld. Te gast: Nico Inberg, van De Aandeelhouder BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille. See omnystudio.com/listener for privacy information.

Morgan Stanley sube objetivo anual para S&P 500 a 8.000 puntos a finales de año. Es potencial alcista del 8%. La palanca, dice, son los resultados empresariales. Eso en la superficie. El telón de fondo sigue siendo un conflicto en Oriente Medio que sigue encallado. Eso eleva los precios en todo el mundo. Ayer lo puso de relieve el dato de inflación estadounidense. Hoy lo refrendan precios de producción. Más inquietud sobre la trayectoria de los tipos de interés con Warsh que ya llega. Pero hoy apoyan valores de chips y semis. Micron, Western Digital y Seagate y SanDisk, entre los mejores. Tecnología está a la espera de titulares en la visita de Trump a China. El presidente de Estados Unidos ya ha aterrizado en Pekín. En Bolsa española, Fitch mejora rating a bancos, HBX con otra rebaja de guías y buen estreno de TSK. Analizamos todo con Pedro del Pozo, de Mutualidad.

ABN Amro heeft een veel en veel beter dan gedacht kwartaal achter de rug. Het kwam met een stuk hogere winst op de proppen. Dat komt omdat ABN meer hypotheken verkocht, maar ook omdat er flink in de kosten is gesneden. De strategie van de nieuwe ceo, Marguerite Bérard, begint zijn vruchten af te werpen. Deze aflevering hebben we het over het 'nieuwe' ABN Amro. Hoeveel kosten kan de Franse ceo nog besparen en wat voor bank ontstaat er? En wordt het aandeel interessanter door al die ingrepen? Een ander aandeel dat begint met een A: Alfen. Komt ook voorbij. Dat aandeel ging ook als een raket, stond zelfs even 25 procent in de plus. Het laadpalenbedrijf doet het goed en de groei komt gek genoeg juist niet van laadpalen. We hebben het ook over het overleg tussen president Trump en president Xi Jinping. De Amerikanen zijn vandaag geland met een flinke delegatie. Trump wil vooral deals sluiten voor het Amerikaanse zakenleven, maar Xi Jinping wil het vooral over de oorlog in Iran hebben. Saillant detail: lastminute is Jensen Huang aan boord gestapt van de Air Force One. Hij mag dus namens Nvidia in China proberen te lobbyen. Verder nog veel meer interessants, waaronder een sneer van de machtigste bankier van de wereld aan de machtigste man van de wereld. Te gast: Nico Inberg, van De Aandeelhouder BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille. See omnystudio.com/listener for privacy information.

Shoot us a Text.Episode #1339: We're Live from ASOTU CON and are talking about the steady profit machine powering dealerships as fixed ops revenues continue climbing for major dealer groups. We also cover mounting pressure to keep Chinese automakers out of the U.S. market and unpack a new AI report warning companies that speed and adaptability may matter more than perfection.Show Notes with links:Fixed ops continues to be the steady heartbeat of dealership profitability as the latest Automotive News rankings show major dealer groups growing service, parts, and body shop revenue even while the broader market normalizes.AutoNation held the top spot in service and parts revenue at $4.8 billion, up 4.8% year over year, while Lithia, Penske, and Group 1 all posted even stronger growth rates ranging from 8% to over 14%.Hendrick Automotive Group stood out with the highest average service and parts revenue per rooftop among the top five at nearly $24 million per dealership, proving fewer stores can still mean massive fixed ops performance.In body shop revenue, Asbury Automotive Group led the pack at $272 million, though several groups saw declining collision revenue as consolidation pressures and changing repair economics continue reshaping the market.Some of the biggest movers in service and parts rankings included Murgado Automotive Group, Young Automotive Group, and Nielsen Automotive Group, while Fitzgerald Auto Malls and Dobbs Automotive saw some of the steepest drops in body shop rankings.Masano Auto Group dealer principal John Masano summed up the industry sentiment saying, “I think the more that dealers look at this, they'll look at maybe concentrating on their core competency — which is sales and service and parts.”AI is compressing the timeline  between innovation and disruption. A new Tech Trends report argues that companies winning with AI aren't chasing shiny tools; they're solving real problems fast, with people at the center of the process.Leaders across industries say AI success starts with business outcomes, not hype. Broadcom's CIO warned companies can “invest in AI and receive no return” without a clear problem to solve.UiPath's CEO encouraged companies to stop living in endless pilot programs and instead “attack your biggest problem” for meaningful impact.Western Digital's CIO emphasized speed over perfection saying companies would rather “fail fast on small pilots than miss the wave entirely.”Walmart involved store associates directly in designing its scheduling app, cutting scheduling time from 90 minutes to 30 minutes and driving actual employee adoption.The report's biggest takeaway: organizations built for slow, sequential improvement may struggle against competitors operating in continuous AI learning loops.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast  as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Iscriviti a Black Box Script, la nuova newsletter di Black Box: ⁠⁠⁠https://blackboxchora.substack.com/⁠⁠⁠ Scopri The Last Question, il primo Tech Summit di Black Box a Roma l'1 e 2 luglio 2026: ⁠⁠⁠https://thelastquestion.choramedia.com/⁠ 12/5 Trump: il cessate il fioco è come un malato terminale, 1% di chances che sopravviva.  Allo studio interventi militari e nuovo Project freedom. Ghalibaf: “pronti a tutte le opzioni, resteranno sorpresi”. Attesa per vertice Trump-Xi sul tavolo potenziale fornitura armi cinesi a Iran. Con Trump una dozzina di CEOs tra cui Elon Musk, Tim Cook e Larry Fink. Atteso ordine record per Boeing. Brent +1% a 105 dollari. Per MS è una corsa contro il tempo. Per il CEO di Saudi Aramco il mercato potrebbe non normalizzarsi fino al 2027. Sale il dollaro, salgono rendimenti Treasury. Via libera al senato per Kevin Warsh, giovedì possibile passaggio consegne con Powell. Futures in rosso. S&P500 riparte da 7400 punti e dai record, idem per Nasdaq . oggi attesa per Cpi a 3,8% +0,6% mese su mese, Core al 2,7%. Anche per Goldman Sachs e Bofa Fed in pausa nel 2026. Bolla come nel 1999? Wall Street divisa sulla corsa verticale dei chip. Ieri altra riscossa dei semiconduttori con Western Digital, Micron, Intel, Nvidia che ha battuto un nuovo record storico.  Nadella al processo Musk-Altman: tentativo rimozione Altman da board “amatoriale”. Amazon i dipendenti “gonfiano” utilizzo MeshClaw. Iscriviti a The Talk, la newsletter di Will e Chora che mette al centro le storie delle donne: ⁠⁠⁠https://thetalkwillmedia.substack.com/⁠⁠⁠ *** Questo episodio è offerto da Scalable Capital   Investire comporta rischi  Interesse p.a. lordo variabile su liquidità illimitata. Condizioni e distribuzione della liquidità su scalable.capital/conto-deposito-non-vincolato*** Asia mista, Nikkei e Hang Seng in verde. Kospi -2% (perdeva oltre il 5%): per il reponsabile delle politiche presidenziali profitti e entrare fiscali AI dovrebbero essere restituiti ai cittadini. Bessent incontra la ministra Katayama: coordinati su interventi Yen. Poi a Seoul per incontro con vice-premier cinese Le Hefeng. Bond giapponesi: rendimento max da 27 anni: BOJ verso aumento tassi a giugno. In Europa futures… Oggi Inflazione aprile in Germania e ZEW maggio. Italia:  Produzione industriale marzo. Masayoshi Son valuta investimento da 100mld in datacenter in Francia. Focus su Gilt, oggi riunione di Governo: Starmer resiste. Mediobanca: ricavi in crescita, CIB in recupero. Fincantieri ordini primi 4 mesi superano obiettivo annuale. Guidance alzata. Focus su TIM. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcHere's how we plan to DOMINATE the US Investing Championship for 20261. You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://docs.google.com/presentation/d/1ObJTWbt6pcxCtMCjw8Cutz_bjHnXvzEAcuA724668-M/edit?usp=sharing2. You can follow along with EVERY SINGLE TRADE Taken in the US Investing Championship here: https://docs.google.com/spreadsheets/d/1_a-Oi7vdCtaC-fpusF1VtRp87vLuxZH3tgXUxms5DW4/edit?usp=sharingThis could be one of the biggest AI stock stories investors have seen since Palantir started shocking Wall Street.If you missed the monster move in Palantir, the next wave may already be forming in a different corner of the market. In this video, we're looking at the companies powering the AI infrastructure boom, including Micron, Intel, AMD, and Western Digital, and why history may be about to be made.AI is not just about software anymore. The real battle is moving into chips, memory, storage, data centers, and the hardware backbone needed to run the next generation of artificial intelligence. That's where stocks like MU, INTC, AMD, and WDC could become major players as demand for AI computing explodes.Inside this video, we break down:✅ Why Palantir may have only been the beginning✅ The AI hardware stocks traders are watching now✅ How Micron, Intel, AMD, and Western Digital fit into the bigger trend✅ What investors need to watch before the next major move✅ Why this could be a historic setup for the stock marketThis is not financial advice, but if you're tracking AI stocks, semiconductor stocks, chip stocks, data center stocks, or the next potential breakout after Palantir, this is a video you do not want to miss.Subscribe to the OVTLYR channel for more stock market analysis, AI stock updates, trading insights, and market breakdowns built to help investors spot opportunities faster.#Palantir #PLTR #MU #INTC #AMD #WDC #AIStocks #SemiconductorStocks #ChipStocks #StockMarket #StockMarketToday #Investing #Trading #ArtificialIntelligence #DataCenters #MicronStock #IntelStock #AMDStock #WesternDigitalNO INVESTMENT ADVICE. The information available through the Service is for general informational purposes only and references to specific securities, investment programs or funds are only for illustrative or educational purposes. No portion of the Service is a solicitation, recommendation, endorsement, or offer by OVTLYR or any third-party service provider to buy or sell any securities or financial instruments. You should not construe any such information or other material on the Service as legal, tax, investment, financial, or other advice. OVTLYR is not a fiduciary by virtue of any person's use of the Service. You alone assume the sole responsibility for evaluating the merits and risks associated with your use of any information on the Service. Nothing herein constitutes an offer or a solicitation of the purchase or sale of any security to any person in any jurisdiction in which such an offer or solicitation is not authorized. All purchases and sales of securities must and are to be made through a registered securities broker or dealer of your choosing with whom you have a contractual relationship and have agreed to accept such broker's or dealer's terms and conditions.

Dan Nathan and Guy Adami broadcast from FactSet's FOCUS Conference in Austin, highlighting FactSet's AI innovations, its partnership with Risk Reversal Media, and Dan's upcoming main-stage interview with new CEO Sanoke Viswanathan. They discuss a potential “SaaS apocalypse” narrative versus the value of closed, reliable data systems like FactSet, then shift to markets: software's technical setup, Oracle's overshoots, and an explosive semiconductor/memory rally (SOXX at highs) featuring sharp moves in Intel, Micron, Western Digital, Seagate, and SanDisk. They flag frothy private-market AI valuations (OpenAI, Anthropic, SpaceX), risks of double/triple ordering and eventual margin deterioration, and cite Palantir's weak post-earnings price action as a possible “fever break.” They also cover energy (Devon, OIH vs XLE), macro/valuation concerns, and weakening signals from Visa/Mastercard and banks. They promote the new YouTube dinner-series “Standing Table,” sponsored by Apex Fintech Solutions. Show Notes Watch our pod with Dan Benton: ⁠https://youtu.be/ijtHKlDYvO03⁠ Watch the trailer for 'Standing Table': ⁠https://youtu.be/JymGJWG98r0 —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Carl Quintanilla and Jim Cramer led off the show with Apple shares jumping on a Q2 beat and revenue guidance. The discussion also focused on Apple's future, with John Ternus set to succeed Tim Cook as CEO in September. The anchors also explored what to expect from the markets in May, with both the Nasdaq and S&P 500 coming off their best month since 2020. Exxon Mobil and Chevron posted better-than-expected Q1 earnings, but profits fell by double digits due to oil shipment disruptions related to the Iran war. Also in focus: Roblox plummets, Reddit and Roku rally, Western Digital's results and the stock's parabolic run, a preview of Berkshire Hathaway's annual shareholder meeting — the first with Greg Abel as the company's CEO. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meldungen, dass der Iran ein neues Friedensangebot an die USA eingereicht hat, sorgt an der Wall Street für ein leicht freundliches Bild. Während der Dow und S&P 500 moderat zulegen, tendiert die Nasdaq schwächer, trotz starker Zahlen von Apple, die im vorbörslichen Handel rund 3 Prozent gewinnen. Nach einer außergewöhnlich starken April-Rallye, mit +10 Prozent im S&P 500 und +15 Prozent im Nasdaq Composite, bleibt die Marktstimmung konstruktiv. Treiber ist weiterhin der AI-Boom, der sich auch in den jüngsten Tech-Zahlen bestätigt: hohe Nachfrage nach Cloud- und Rechenkapazitäten sowie steigende Margen untermauern die Investmentstory. Die Berichtssaison bleibt insgesamt solide, mit starken Ergebnissen im Software-, Memory- und Internetsektor. Aufgrund der bereits deutlich gestiegenen Kurse reagieren die Aktien von Western Digital und Sandisk auf die extrem festen Zahlen und Aussichten dennoch schwächer. Die Akien von Roblox implodieren, belastet durch die flauen Quartalszahlen und gesenkten Aussichten. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Werbung | Jetzt 12 Monate Handelsblatt mit 50 % Rabatt sichern. Alle Infos unter: www.handelsblatt.com/pressefreiheit Meldungen, dass der Iran ein neues Friedensangebot an die USA eingereicht hat, sorgt an der Wall Street für ein leicht freundliches Bild. Während der Dow und S&P 500 moderat zulegen, tendiert die Nasdaq schwächer, trotz starker Zahlen von Apple, die im vorbörslichen Handel rund 3 Prozent gewinnen. Nach einer außergewöhnlich starken April-Rallye, mit +10 Prozent im S&P 500 und +15 Prozent im Nasdaq Composite, bleibt die Marktstimmung konstruktiv. Treiber ist weiterhin der AI-Boom, der sich auch in den jüngsten Tech-Zahlen bestätigt: hohe Nachfrage nach Cloud- und Rechenkapazitäten sowie steigende Margen untermauern die Investmentstory. Die Berichtssaison bleibt insgesamt solide, mit starken Ergebnissen im Software-, Memory- und Internetsektor. Aufgrund der bereits deutlich gestiegenen Kurse reagieren die Aktien von Western Digital und Sandisk auf die extrem festen Zahlen und Aussichten dennoch schwächer. Die Akien von Roblox implodieren, belastet durch die flauen Quartalszahlen und gesenkten Aussichten. Ein Podcast - featured by Handelsblatt. ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/wallstreet_april * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Impressum: https://www.360wallstreet.de/impressum *Werbung

Memory stocks like SanDisk (SNDK) and Western Digital (WDC) have been beneficiaries of increased AI spending with SNDK up 3000% over the past year. "We're double checking the numbers," says Marley Kayden as she explains why SanDisk's report will be a big change from prior quarterly figures before turning attention to the bullishness on the Street for Western Digital ahead of its earnings release. Later, Joe Tigay explains why he's taking a neutral stance in his example options trade for SanDisk. ======== 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

Memory stocks SanDisk (SNDK) and Western Digital (WDC) topped current quarter estimates but both stocks dipped sharply on their earnings reports. Alex Coffey joins the Market on Close earnings coverage to examine these moves, saying it is could be a "buy the rumor, sell the news" type of event. He says Western Digital is "saying all the right things" in its earnings press release, but notes the conference call could reveal more insights. Meanwhile, Reddit (RDDT) topped its numbers and Alex points to the revenue per user as an example of good growth. ======== 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

Die Wall Street startet uneinheitlich und kaum verändert in den Handel. Belastend wirkt der Anstieg der Ölpreise, mit Brent über 108 US-Dollar, der durch die stockenden Friedensgespräche zwischen den USA und Iran und die Lage rund um die Straße von Hormus angefacht wird. Dennoch bleibt die Grundstimmung am US-Aktienmarkt stabil, da Investoren trotz der Rückschläge weiterhin auf eine diplomatische Lösung im Nahen Osten setzen. Damit bleibt die Berichtssaison im Fokus. Etwa 40 Prozent der Firmen im S&P 500 werden diese Woche Quartalszahlen vorlegen, darunter Apple, Microsoft, Amazon, Alphabet und Meta. Somit bleiben KI-Monetarisierung, Cloud-Wachstum und digitale Werbung im Mittelpunkt. Die Kursziele für di Aktien von Seagate Technology werden bei der Bank of America und Cantor Fitzgerald auf jeweils 700 US-Dollar angehoben. Die Analysten von Cantor gehen davon aus, dass die Quartalszahlen und Aussichten die Erwartungen der Wall Street schlagen werden. Gleiches erwarten die Analysten für Western Digital. Hier werden die Kursziele von der Bank of America auf 495 US-Dollar, und von Cantor Fitzgerald auf 500 US-Dollar angehoben. Die vor dem Opening gemeldeten Zahlen fallen gemischt aus. Domino's Pizza verfehlt die Erwartungen bei Umsatz und vergleichbaren Filialumsätzen und verweist auf ein insgesamt schwierigeres Umfeld, während Verizon beim Gewinn positiv überrascht und sogar den Ausblick anhebt. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die Wall Street startet uneinheitlich und kaum verändert in den Handel. Belastend wirkt der Anstieg der Ölpreise, mit Brent über 108 US-Dollar, der durch die stockenden Friedensgespräche zwischen den USA und Iran und die Lage rund um die Straße von Hormus angefacht wird. Dennoch bleibt die Grundstimmung am US-Aktienmarkt stabil, da Investoren trotz der Rückschläge weiterhin auf eine diplomatische Lösung im Nahen Osten setzen. Damit bleibt die Berichtssaison im Fokus. Etwa 40 Prozent der Firmen im S&P 500 werden diese Woche Quartalszahlen vorlegen, darunter Apple, Microsoft, Amazon, Alphabet und Meta. Somit bleiben KI-Monetarisierung, Cloud-Wachstum und digitale Werbung im Mittelpunkt. Die Kursziele für di Aktien von Seagate Technology werden bei der Bank of America und Cantor Fitzgerald auf jeweils 700 US-Dollar angehoben. Die Analysten von Cantor gehen davon aus, dass die Quartalszahlen und Aussichten die Erwartungen der Wall Street schlagen werden. Gleiches erwarten die Analysten für Western Digital. Hier werden die Kursziele von der Bank of America auf 495 US-Dollar, und von Cantor Fitzgerald auf 500 US-Dollar angehoben. Die vor dem Opening gemeldeten Zahlen fallen gemischt aus. Domino's Pizza verfehlt die Erwartungen bei Umsatz und vergleichbaren Filialumsätzen und verweist auf ein insgesamt schwierigeres Umfeld, während Verizon beim Gewinn positiv überrascht und sogar den Ausblick anhebt. Ein Podcast - featured by Handelsblatt. ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/wallstreet_april * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Sandisk (SNDK) has risen nearly 3,000% over the last year, and despite the rally, it is making a case that it could go even higher. In this week's Tech Corner, George Tsilis examines how Sandisk has excelled since its spin-off from Western Digital, and how its pure-play NAND technology allows it to serve the growing LLM market.George also examines key risks — including the parabolic move in the stock, fears of a global oversupply in NAND technology, and valuation concerns.======== 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

AI is transforming businesses at lightning speed, but behind the scenes it's creating a massive data problem that most organizations aren't ready for. In this episode of Today in Tech, Keith Shaw chats with Western Digital's Ahmed Shihab to break down how AI is driving an unprecedented surge in data creation, why storage is becoming a critical bottleneck, and what IT leaders need to do before it's too late. From exploding storage costs to the shift from training to production workloads, plus the role of edge computing, cloud strategy, and agentic AI, this conversation explores the real infrastructure challenges powering the AI boom. Watch now to understand why you can't “delete your way out” of AI data growth, but also what comes next.

El director de ATL Capital analiza los títulos de Sacyr, Enagás, Repsol, China Construction Bank, Western Digital y Airbus , entre otros

En el episodio de hoy de VG Daily, Valentina Orduz y Andre Dos Santos cierran la semana con un mercado que encajó su peor jornada del año el jueves, golpeado por la confluencia de tres historias que se reforzaron entre sí.El episodio repasa el deterioro del panorama diplomático entre Estados Unidos e Irán, Trump extiende por diez días su pausa sobre ataques a infraestructura energética, mientras Irán rechaza la propuesta de 15 puntos e Israel elimina al comandante naval de los Guardias Revolucionarios. Se analiza el impacto en el petróleo, el movimiento semanal del S&P 500 y el Nasdaq que entra oficialmente en territorio de corrección  y el cambio de narrativa que definió los cinco días de trading.Meta recibe el golpe de dos veredictos de jurado que la declaran responsable por el diseño adictivo de sus plataformas, con Alphabet, Snap, Reddit y Pinterest cayendo en simpatía; se debate la teoría legal que esquiva sus implicaciones para el modelo de negocio del sector. Google anuncia TurboQuant, un algoritmo de compresión del KV cache que reduce seis veces el footprint de memoria en inferencia; Micron, Western Digital y Sandisk pierden entre 7% y 10% en dos sesiones, y se discute si la reacción del mercado repite el patrón del momento DeepSeek de enero pasado.

Google zorgt voor paniek onder chipbeleggers wereldwijd. In Azië, Amerika en op ons eigen Damrak. ASML en ASM gingen naar beneden en dat allemaal vanwege Googles TurboQuant, een nieuwe AI-technologie. Een techniek die ervoor kan zorgen dat er minder geheugenchips verkocht gaan worden.En dat is horror voor chipbedrijven, die er nu direct of indirect bakken met geld aan verdienen. Deze aflevering hebben we het ook het bommetje dat Google dropt. Wat de gevolgen voor je (ASML)aandelen zijn en of dit nu wel of geen structureel probleem is. Bespreken we ook het mysterie rondom het aandeel van CSG. Het defensiebedrijf zag omzet, winst en marges stijgen. Ook het orderboek ziet er voor de komende jaren super goed uit. Maar toch zijn beleggers niet tevreden, het aandeel krijgt wéér een tik.Hebben we het ook over Trumps tarieven en Action. Dat gaat juist naar het land van Trump. Te gast: Corné van Zeijl van Cardano BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille. See omnystudio.com/listener for privacy information.

Today's guest is Shantnu Sharma, a senior public-company executive who has led enterprise strategy, transformation, and corporate development across the semiconductor and digital infrastructure ecosystem. Shantnu's career spans leadership roles at Western Digital, Arrow Electronics, AMD, and McKinsey, giving him a rare perspective on how technology strategy, capital allocation, and competitive advantage are being reshaped by AI from the infrastructure layer up. In this conversation, we explore the forces shaping AI's next phase and unpack what strategy leaders need to understand about the bottlenecks, value shifts, and strategic tradeoffs emerging across the semiconductor and digital infrastructure landscape. Things we will cover: • How semiconductor capacity, talent, and execution constraints are shaping the pace of AI growth • Why the distinction between AI training and inference matters for infrastructure strategy and economics • How advanced packaging and supply chain choke points are becoming new sources of strategic advantage • What the “convergence frontier” could mean as AI moves into physical industries like manufacturing, logistics, energy, and healthcare • The bull and bear cases for AI's future, including regulation, power constraints, and the difficulty of scaling into messy real-world environments From semiconductor strategy to AI infrastructure and long-term value capture, Shantnu brings a highly informed perspective on where AI is going and what Chief Strategy Officers should be paying attention to now.  Learn more about Outthinker's community of chief strategy officers - https://outthinker.com/Follow us on LinkedIn - https://www.linkedin.com/company/outthinker-networks

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über Teslas visionäre Chip-Pläne, einen gigantischen Parfumdeal und Tipps vom Steuererklärungs-Erklärer. Außerdem geht es um Apple, Nvidia, Amazon, Carnival, Royal Caribbean, American Airlines, Estee Lauder, Puig, Draftkings, Flutter, Micron, Sandisk, Western Digital. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Kahlschlag bei Meta, den Krisengewinner Bitcoin und das mögliche Ende der Quartalsberichterstattung. Außerdem geht es um Nebius, Meta, Micron, Sandisk, Western Digital, Dollar Tree, Dollar General, Circle Internet, UniCredit, Commerzbank, KUKA, Amazon, Microsoft, Alphabet, ABB, Uber, FANUC, ASML, Carl Zeiss Meditec, BlackRock und JPMorgan. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Enterprise IT spending is projected to reach $4.5 trillion by 2026, but this growth is concentrated in software, cloud services, and AI infrastructure for large organizations, according to HG Insights and Omdia research cited by Dave Sobel. The system integration market is positioned to approach $950 billion in 2025, with enterprises working with an average of 6.3 technology partners. A substantial surge in AI-optimized server sales, as reflected in Dell Technologies' reported 342% year-over-year increase in revenue for those systems, is reshaping supply chains and vendor dynamics, leading to shortages of DRAM, SSDs, and hard drives. Underlying this development are volatile component costs. DRAM prices have doubled quarter over quarter, and both Micron Technologies and Western Digital have indicated they are sold out for 2026. HP reports that RAM now constitutes 35% of new PC materials costs, up dramatically from 18% the previous quarter. Such cost shifts are creating downstream risks for managed service providers (MSPs) with fixed-price agreements, as the economic assumptions underpinning many contracts—stable hardware prices and predictable cloud costs—no longer hold. The episode also highlights an increase in application sprawl and a widening gap between IT budgets and other operational costs. A Torii report shows large enterprises use over 2,191 applications on average, with more than 61% bypassing formal IT approvals, resulting in unmanaged security and compliance exposure. Additionally, 80% of small businesses report rising energy costs that directly compete with IT budget allocations. Industry analysis from Jefferies and Boston Consulting Group signals that AI and automation are not viewed uniformly as productivity boosters and may compress revenue models in both Indian and domestic IT services sectors. The practical implication for MSPs is the urgent need to audit and reprice contracts related to hardware procurement and refresh cycles, clearly documenting and communicating current cost realities with clients. Dave Sobel stresses reframing device lifecycle extensions as a security risk rather than a cost-saving measure and warns against selling clients on speculative AI market projections. The advice is to focus on specific, scoped use cases and to structure agreements that accurately reflect volatility in component costs and the operational burden of application sprawl, ensuring financial and legal accountability as the IT services landscape evolves. 00:00 $4.96T IT Spend Surge Bypasses SMBs as AI Infrastructure Captures Enterprise Budgets 03:58 Dell's $43B AI Server Backlog Triggers DRAM Shortage, Repricing Downstream Hardware 05:52 AI Shrinks IT Services Revenue Model; MSPs Face Contested Implementation Role   This is the Business of Tech.    Supported by:

The prices of digital storage are set to climb this year because AI is eating up all the available inventory. And modern photography is entirely dependent on storage, whether it's the SD cards that store the captured images, the internal solid-state memory that stores data on your computer, or the external SSDs and traditional hard drives that keep your archive of photos. Hosts: Jeff Carlson: website, Jeff's photos, Jeff on Instagram, Jeff on Glass, Jeff on Mastodon, Jeff on Bluesky Kirk McElhearn: website, Kirk's photos, Kirk on Instagram, Kirk on Glass, Kirk on Mastodon, Kirk on Bluesky Show Notes: (View show notes with images at PhotoActive.co) Rate and Review the PhotoActive Podcast! Western Digital is out of hard drives, because Ai (of course) Take Control of Your Digital Storage Subscribe to the PhotoActive podcast newsletter at the bottom of any page at the PhotoActive web site to be notified of new episodes and be eligible for occasional giveaways. If you've already subscribed, you're automatically entered. If you like the show, please subscribe in iTunes/Apple Podcasts or your favorite podcast app, and please rate the podcast. And don't forget to join the PhotoActive Facebook group to discuss the podcast, share your photos, and more. Disclosure: Sometimes we use affiliate links for products, in which we receive small commissions to help support PhotoActive.

On this week's show, the crew deals with several major post-scripts from last week's jam-packed news discussion block. Fortunately, Lotus, Niki, and John are joined by certified GOAT Michael Higham to unpack it all.Michael beat Resident Evil Requiem and John played it on Switch 2The global storage shortage gets very real with Seagate and Western Digital allocating stock of hard drives through 2026Valve is revisiting the timeline of their new hardware suiteSteam Deck OLED stock is out intermittently in major regionsSony and Nintendo both evaluating delays and price hikes for hardwareTiMi's Montreal studio closingTurns out we were right about pretty much everything we discussed regarding Tencent and Highguard last weekMicrosoft Japan under investigation for monopolistic practicesDiscord delaying age verification amid backlashskate developer laying off unknown number of staffNew York Attorney General suing Valve over loot boxesUK Advertising Committee issues enforcement over loot boxesEurogamer hit with layoffsBlueprint pitched a Bloodborne remake before its closurePokemon Winds & Waves revealed for 2027 releaseMichael and Niki played MarathonNiki and John played Vampire CrawlersNiki played Titanium CourtMichael played CicadamataThe crew answers your burning HIVE QUESTIONS from our lovely DiscordThanks for listening! Join The Hive by going to vgbees.com/join today!

Other chip stocks such as Broadcom, Lam Research, Western Digital and Applied Materials all fell more than 6 percent, EP Wealth Advisor Certified Financial Planner Stephanie Richman on Planning for Retirement, More on the next seminar Beyond the Noise: Navigating Wealth in Uncertain Times with EP Wealth Advisors CFP Stephanie Richman and JD Nathan Rogers at the Don Tatzin Community Hall Lafayette Library March 11th from 6:30pm to 8:30pm

Other chip stocks such as Broadcom, Lam Research, Western Digital and Applied Materials all fell more than 6 percent, EP Wealth Advisor Certified Financial Planner Stephanie Richman on Planning for Retirement, More on the next seminar Beyond the Noise: Navigating Wealth in Uncertain Times with EP Wealth Advisors CFP Stephanie Richman and JD Nathan Rogers at the Don Tatzin Community Hall Lafayette Library March 11th from 6:30pm to 8:30pmSee omnystudio.com/listener for privacy information.

Recent data highlights a growing disconnect between technology spending and measurable business outcomes, with small business optimism softening and widespread skepticism about the benefits of artificial intelligence. The transcript cites an 80% rate of firms seeing no noticeable AI-driven productivity improvements, while trust in technology companies, particularly AI vendors, has declined globally according to the Edelman report. For MSPs, this presents a risk of credibility gaps, especially for those selling AI solutions without corresponding outcome data, as client trust and spending habits grow more discerning in the face of unfulfilled promises. Further context is provided by economic indicators showing a resilient U.S. economy, yet persistent challenges for small businesses. The NFIB Small Business Optimism Index has dropped slightly to 99.3, with insurance costs and labor quality as major pain points; only 16% of business owners expect higher sales. At the same time, IT professionals face salary compression—median IT salaries fell from $145,000 in 2023 to $115,000 in 2024—despite a severe shortage of skilled cloud, AI, and infrastructure talent, as less than 10% of hiring managers are confident in filling in-demand roles. Additional market pressures include rising technology budgets—three-quarters of CFOs anticipate larger tech allocations, but headcount increases are slowing and tech spending faces a widening affordability gap due to sector-specific inflation outpacing budget growth. Vendor-specific developments, such as Western Digital exhausting hard drive capacity for 2026 and Enable reporting 12.8% revenue growth alongside ongoing losses and a 65% stock decline since 2021, illustrate structural risks. Vendor rationalization and strategic uncertainty are likely outcomes for MSPs relying heavily on underperforming partners. Key takeaways for service providers and IT leaders include the need for caution in messaging and solution positioning: outcome data and defensible value propositions are essential when advocating AI or cloud services. Salary data should be weighed against demand-side evidence to avoid retention failures. Finally, dependency on vendors with deteriorating financial outlooks heightens operational risk; providers should proactively assess alternatives and align with financially sustainable partners to reduce exposure during vendor consolidation cycles or market restructures. Four things to know today 00:00 AI Productivity Gap Widens as Trust Drops — MSPs Selling Outcomes They Can't Measure Face CFO Audits  04:51 IT Median Salary Dropped 20% in 2024, But Only 7% of Hiring Managers Can Fill AI and Cloud Roles 07:26 IT Inflation Hits 6.9% as CFOs Concentrate Spend; Western Digital Fully Booked Through 2026 10:28 N-Able Beats Revenue, Misses Earnings as 2026 Growth Guidance Drops to 8–9%   Sponsored by: CometBackup Small Biz Thoughts Community

In this episode, the crew dives into reports that Palo Alto Networks allegedly avoided directly attributing a threat campaign to China over fears of retaliation—sparking a broader debate about corporate and government threat attribution, geopolitics, and whether attribution still matters in today's cyber landscape.They also explore the escalating AI arms race, including Meta's aggressive (and expensive) talent poaching, the growing rivalry between OpenAI and Anthropic, and what it all means for the future of the industry.Rounding out the episode, the team discusses the unintended consequences of the AI boom—like global hardware shortages stretching beyond GPUs to hard drives—and examines emerging prompt injection attack techniques, highlighting real-world examples and the growing security risks surrounding AI-powered tools.Join us LIVE on Mondays, 4:30pm EST.A weekly Podcast with BHIS and Friends. We discuss notable Infosec, and infosec-adjacent news stories gathered by our community news team.https://www.youtube.com/@BlackHillsInformationSecurityChat with us on Discord! - https://discord.gg/bhis

If you thought the internet was a dumpster fire before, the EU LAUNCHES SECOND INVESTIGATION INTO GROK because Musk's bot won't stop generating nonconsensual imagery. Meanwhile, META LARGELY FAILS TO PROTECT KIDS FROM AI CHATBOTS, proving that their internal safety checks are about as effective as a screen door on a submarine. If that doesn't creep you out, AFTER RING PRIVACY BACKLASH over police partnerships, a LEAKED EMAIL SUGGESTS RING PLANS TO EXPAND ‘SEARCH PARTY' from finding lost dogs to total neighborhood surveillance. Of course, REDDIT, META, AND GOOGLE VOLUNTARILY GAVE DHS INFO on users critical of ICE, because why stand up for privacy when you can just comply?In the news, we look at OPENCLAW, OPENAI AND THE FUTURE as the project's founder joins the Borg, even though META AND OTHER TECH FIRMS PUT RESTRICTIONS ON USE OF OPENCLAW because it's basically a security hole that can click your mouse for you. Peak stupidity has arrived with RFK JR'S NEW CHATBOT giving rectal dietary advice, while AI COMPANIES BOUGHT OUT ALL OF WESTERN DIGITAL'S HARD DRIVES through 2026, meaning you can't have storage because the bots need it more. Even VALVE ADMITS STEAM DECK AVAILABILITY IS AFFECTED by this memory hoarding. We also touch on STEVE BANNON SUED OVER MAGA CRYPTO SCHEME, LOS ANGELES COUNTY FILES LAWSUIT AGAINST ROBLOX for being a safety nightmare, and the fact that TESLA ROBOTAXIS REPORTEDLY CRASHING at four times the human rate. TESLA DODGES 30-DAY SUSPENSION by simply killing the word "Autopilot," while NEW YORK HITS THE BRAKES ON ROBOTAXI EXPANSION to keep the chaos at bay. Finally, POLYMARKET WITHDRAWS EXPLOSIVE ARTEMIS BETTING MARKET because betting on dead astronauts is too much even for them, leading the ETHEREUM CREATOR STARTING TO THINK THIS WHOLE PREDICTION MARKET THING MIGHT BE GAMBLING. As NEVADA SUES KALSHI and Jack Dorsey oversees INSIDE THE ROLLING LAYOFFS AT JACK DORSEY'S BLOCK—using AI to summarize the misery of his employees—just remember: YOU'LL BE SORRY WHEN YOU HEAR WHAT JUSTIN BIEBER'S $1.3 MILLION BORED APE IS WORTH NOW. Hint: it's twelve grand.In this week's MEDIA CANDY, we've got FREE BERT, KAT WILLIAMS: THE LAST REPORT, and the eternal return of SHREK. We're checking out MARK ROBER on Netflix, the return of MONARCH: LEGACY OF MONSTERS, and the trailer for GOOD LUCK, HAVE FUN, DON'T DIE. If you need a soundtrack for the apocalypse, Thomas Benjamin Wild Esq has you covered with STOP USING GENERATIVE A.I and the Gen-X anthem I'VE NO MORE F*S TO GIVE!.Moving to APPS & DOODADS, OBSIDIAN TO NOTES is a $14 well spent, unlike CURSOR and VISUAL STUDIO CODE which are getting bogged down by slow models. APPLE'S AI PENDANT sounds like a watered-down Humane pin that relies on your phone to think, and APPLE PODCASTS AND VIDEO remains a pipe dream because bandwidth costs money. We've reached the point where THERE'S A GRIM NEW EXPRESSION: “AI;DR” for things not worth reading, and THERE'S A NEW TERM FOR WORKERS FREAKING OUT over being replaced—AIRD, or AI Replacement Dysfunction—which is basically the low-grade panic of being made obsolete by a machine that thinks bananas go in your bum.AT THE LIBRARY, we're thumbing through CLEAVE THE SPARROW, THE REGICIDE REPORT by Charles Stross, and Robin Ince being NORMALLY WEIRD AND WEIRDLY NORMAL.Then we descend into THE DARK SIDE WITH DAVE, where the Muppets are taking over with THE MUPPET SHOW and MUPPETS NOW. We catch the latest on THE MANDALORIAN AND GROGU and TOY STORY 5, while tracking the PENTAGON PIZZA INDEX to see if war is breaking out. For the kids, we look at a 3D PRINTER / ENTRY LEVEL FOR KIDS like the Bambu Lab A1, and for the nerds, A STAR WARS-CENTRIC RSS FEED and a NEAT IDEA FOR AN RSS READER, “CURRENT,” which lets news drift away like water under a bridge. We wrap it all up with some HORROR IN UNDER TWO MINUTES and IMPECCABLE COVERS OF 80S SYNTH MUSIC, because at least the 80s had better soundtracks than this AI-generated nightmare.Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.SquareSpace - go to squarespace.com/GRUMPY for a free trial. And when you're ready to launch, use code GRUMPY to save 10% off your first purchase of a website or domain.Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/734FOLLOW UPEU launches second investigation into Grok's nonconsensual image generationMeta largely fails to protect kids from AI chatbots, per its own testsAfter Ring privacy backlash, company abandons plans for police partnershipLeaked Email Suggests Ring Plans to Expand ‘Search Party' Surveillance Beyond DogsReddit, Meta, and Google Voluntarily Gave DHS Info of Anti-ICE Users, Report SaysIN THE NEWSOpenClaw, OpenAI and the futureMeta and Other Tech Firms Put Restrictions on Use of OpenClaw Over Security FearsRFK Jr's new chatbot advises the public on 'best foods to insert into rectum'AI Companies Bought Out All of Western Digital's Hard Drives for 2026 AlreadyValve admits Steam Deck availability is affected by memory and storage shortagesSteve Bannon sued over MAGA crypto schemeLos Angeles County files lawsuit against Roblox over child protectionsTesla Robotaxis Reportedly Crashing at a Rate That's 4x Higher Than HumansTesla dodges 30-day suspension in California after removing AutopilotNew York hits the brakes on robotaxi expansion planPolymarket withdraws explosive Artemis betting market after backlashEthereum Creator Starting to Think This Whole Prediction Market Thing Might be GamblingNevada sues Kalshi for operating a sports gambling market without a licenseInside the Rolling Layoffs at Jack Dorsey's BlockYou'll Be Sorry When You Hear What Justin Bieber's $1.3 Million Bored Ape Is Worth NowMEDIA CANDYFree BertKat Williams: The Last ReportShrekMark RoberMonarch: Legacy of MonstersGOOD LUCK, HAVE FUN, DON'T DIE | Official Trailer | February 13 - Only in TheatersSTOP USING GENERATIVE A.I (Original Song) by Thomas Benjamin Wild EsqI've No More F*s To Give! by Thomas Benjamin Wild EsqAPPS & DOODADSObsidian to NotesCursorVisual Studio CodeApple's AI Pendant Sounds Like a Watered-Down Humane Ai PinThere's a Grim New Expression: “AI;DR”There's a New Term for Workers Freaking Out Over Being Replaced by AIAT THE LIBRARYCleave the Sparrow by Jonathan KatzThe Regicide Report (Laundry Files Book 14) by Charles StrossNormally Weird and Weirdly Normal: My Adventures in Neurodiversity by Robin InceTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingThe Muppet ShowMuppets NowThe Mandalorian and Grogu | Official Trailer | In Theaters May 22Toy Story 5 | Official Trailer | In Theaters June 19Pentagon Pizza IndexBambu Lab A1A Star Wars-centric RSS feedCurrent RSS ReaderHorror in under two minutes.Impeccable covers of 80s synth musicTop Gun - Opening Theme (Synth Cover)CLOSING SHOUT-OUTSGreen Eggs and Ham narrated by the Reverend Jesse JacksonSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Once again, FCC Commissioner Brendan Carr and his bad ideas about free speech have rankled a late night host. And once again, Nilay and David talk through what the equal-time rule actually means, why organizations keep caving, and why it's apparently up to people like Stephen Colbert and Jimmy Kimmel to fight back. After that, the hosts discuss the facial recognition feature Meta hopes to launch for its smart glasses, plus the gadgets we're likely to see Apple launch in the couple of weeks. In the lightning round, we get some bleak news on Tesla's self-driving skills, a robovac security disaster, and the future of Warner Bros. Further reading: Why CBS Didn't Broadcast Stephen Colbert's Interview With James Talarico Stephen Colbert says CBS banned him from airing this James Talarico interview  Why Everyone's Talking About Stephen Colbert, CBS, The FCC And James Talarico Meta reportedly wants to add face recognition to smart glasses while privacy advocates are distracted From the NYT: Meta Plans to Add Facial Recognition Technology to Its Smart Glasses Apple's doing something on March 4th  Apple is reportedly planning to launch AI-powered glasses, a pendant, and AirPods  Apple starts testing end-to-end encrypted RCS messages on iPhone  Apple's Podcasts app will let you ‘seamlessly' switch between audio and video shows  Looks like we can expect more AI from the Galaxy S26 camera. | The Verge Google announces dates for I/O 2026  Western Digital says it's “pretty much soldout” for 2026.  Valve's Steam Deck OLED will be ‘intermittently' out of stock because of the RAM crisis  Switch 2 pricing and next PlayStation release could be impacted by memory shortage  Tesla's robotaxis have crashed 14 times in 9 months.  Tesla won't use the term ‘Autopilot' in California anymore Why are Epstein's emails full of equals signs? 4chan's creator says ‘Epstein had nothing to do' with creating infamous far-right board /pol/ DJI's first robovac is an autonomous cleaning drone you can't trust The DJI Romo robovac had security so poor, this man remotely accessed thousands of them DJI says yes, it will fix its other Romo robovac security hole within weeks Samsung ad confirms rumors of a useful S26 ‘privacy display'  Warner Bros. Discovery gives Paramount one week to present its ‘best and final' offer  WordPress' new AI assistant will let users edit their sites with prompts  Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tony: -Carbonation Station: Georgia Peach Arizona Energy   -Snapmaker U1 early Impressions   -Incoming Apple Event: https://www.engadget.com/computing/laptops/apples-next-event-is-set-for-march-4-145931890.html   -Update on the Moderna Flu Shot Rejection: https://arstechnica.com/health/2026/02/trump-official-overruled-fda-scientists-to-reject-modernas-flu-shot/ Jarron:  -Rivian reported a profit! https://tech.slashdot.org/story/26/02/15/2333200/rivians-stock-spikes-27-after-reporting-144-million-profit-in-2025?utm_source=rss0.9mainlinkanon&utm_medium=feed   -Micron produces PCIe 6.0 SSD: https://hardware.slashdot.org/story/26/02/17/1710225/microns-pcie-60-ssd-hits-mass-production-at-28-gbs?utm_source=rss0.9mainlinkanon&utm_medium=feed   -Western Digital is out of hard drives: https://hardware.slashdot.org/story/26/02/16/188251/western-digital-is-sold-out-of-hard-drives-for-2026?utm_source=rss0.9mainlinkanon&utm_medium=feed   -End-to-end encrypted RCS coming to iPhones: https://www.theverge.com/tech/879792/apple-iphone-android-rcs-messages-end-to-end-encrypted Owen: -Robot. Boxing. Need I say more. https://restofworld.org/2026/chinese-robot-boxing-unitree-rek/   -This tracks. https://www.theverge.com/report/879327/eva-ai-cafe-dating-ai-companions Lando: -Elon Musk wants to move the cloud to space! https://apnews.com/article/elon-musk-orbital-ai-data-centers-xai-spacex-92bc8ad95593bf3b5b801ddf36427194   -New law to prevent electronic price gouging. https://gizmodo.com/dems-want-to-ban-surveillance-pricing-at-big-grocery-stores-2000722182

Shoot us a Text.Episode #1273: GM is staying lean to outmaneuver the next sales slowdown. AI's appetite for memory chips could spark a new supply squeeze across autos and tech. Retailers are proving that telling better stories sells.Show Notes with links:General Motors is rewriting its inventory playbook, running 30–40% leaner and hoping that tighter supply, stronger cash flow, and faster decision-making could turn the next cycle into a competitive advantage.S&P Global Mobility forecasts U.S. sales down 2.5% to 15.8M units as affordability and softer EV demand weigh on the market.GM is targeting a 50–60 day supply versus the pre-pandemic 100+ days.Leaner inventory gives GM more flexibility to adjust incentives in a downturn without crushing profitability.Dealers have felt the squeeze, especially on affordable models, prompting GM to stage select Trax and Trailblazer units at ports to speed delivery.CFO Paul Jacobson summed up the strategy: “It's easier to do when you have less inventory in the system because you can just respond much more quickly.”Just when the auto industry thought it survived the chip crisis, here comes round two—this time powered by AI. Data centers are devouring global memory supply, forcing automakers to brace for tighter supply, higher costs, and potential production headaches.AI data centers are soaking up global DRAM and memory production, with Western Digital and Seagate already sold out of most 2026 capacity.Memory chip prices have jumped 90% quarter-over-quarter, prompting PC makers like Dell to raise prices 15–20%.Tesla's Elon Musk says the solution may be vertical integration: “We're going to hit a chip wall if we don't do the fab.”Retailers are doubling down on something we at More Than Cars know well—storytelling sells. Brands are shifting from simply stocking products to crafting narratives that spark emotion, build loyalty, and turn casual shoppers into long-term fans.Nordstrom says department stores no longer “introduce” brands—they help tell their story and build deeper consumer connection.Five Below credits curated social storytelling—merchandising and marketing working together—for stronger engagement with younger shoppers.Under Armour's Kevin Plank says brands must inspire emotion: “The world does not need another capable apparel and footwear manufacturer. The world needs hope and they need a dream.”Today's show is brought to you by ESi-Q. ESi-Q measures employee satisfaction and provides actionable insight into what's driving employee engagement and turnover - before employees leave.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

25 € ETF geschenkt und ein Depot beim unserer Meinung nach besten Broker. Das kriegt ihr aktuell bei unserem Partner Scalable Capital. Mehr Infos gibt's hier. Meta will NVIDIA. NVIDIA will aber nicht mehr Arm und Western Digital nicht mehr Sandisk. Palantir schießt Racketspace to the Moon. Palo Alto enttäuscht. Mister Car Wash verschwindet von der Börse. Madison Square Garden Sports trennt Knicks & Rangers. Berkshire Hathaway hat Apple, Amazon & Bank of America verkauft. Chevron und Chubb hat Buffett in seinen letzten Monaten als CEO zugekauft. Die New York Times (WKN: 857534) hat er ganz neu gekauft. Bitcoin ist auf dem tiefsten Stand seit Ende 2024. Jetzt den Dip kaufen? Oder ein Griff ins fallende Messer? Die Antwort: Gemini (WKN: A41FV4), ETHZilla (WKN: A41M8H), Mubadala, Coinbase (WKN: A2QP7J) & Riot (WKN: A2H51D). Biglari (WKN: A2JK8L). Diesen Podcast vom 19.02.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Ring is under some heat for sharing your data, but don't worry, they are still going to look for your dog. Surveillance is everywhere these days. What does that mean for all of us? Plus, we have plenty of other tech news to get caught up on, like the app Nate has wanted for his Apple Vision Pro since day 1. Tune in and tech better! Watch on YouTube! - Notnerd.com and Notpicks.com INTRO (00:00) YouTube launches on Apple Vision Pro (04:15) Apple Announces Special Event in New York, London, and Shanghai on March 4 (07:30) MAIN TOPIC: Ring a ling a ding dong (09:10) Amazon's Ring cancels controversial partnership with tech company Flock amid privacy concerns Have I Been Flocked? deflock DAVE'S PRO-TIP OF THE WEEK: Show Wifi QR Code (20:10) JUST THE HEADLINES: (26:05) Western Digital is sold out of hard drives for 2026 Sam Bankman-Fried asks for a new trial in FTX crypto fraud case Razer launches limited-edition Boomslang gaming mouse for $1337 T-Mobile will live translate regular phone calls without an app Meta patented an AI that lets you keep posting from beyond the grave Spotify says its best developers haven't written a line of code since December, thanks to AI Sony will ship its final Blu-ray recorders this month TAKES: Apple Podcasts app gaining 'enhanced video podcast experience' in iOS 26.4 (31:20) Tomb Raider reboot launches on iOS and Android (37:50) Anthropic's new model is a pro at finding security flaws (41:25) BONUS ODD TAKE: Bugs Apple Loves (43:10) PICKS OF THE WEEK:  Dave: Movo VXR10 Universal Shotgun Mic for Camera (46:45) Nate: NEEWER Basics Magnetic RGB Camera Auxiliary Light, 1.5W Plastic Small Cold Shoe LED Panel Video Photo Fill Lighting for DSLR Action Cam Phone Cage AC024 OSMO Pocket 3 Mount & M21, CRI95+ 500mAh, M23 (50:40) RAMAZON PURCHASE OF THE WEEK (55:35)

Western Digital says most of its hard drives are SOLD OUT for 2026, joining RAM and GPUs as consumer products that are too expensive for consumers thanks to the AI boom. So no, you probably don't want to build that new gaming rig in 2026.Watch the podcast episodes on YouTube and all major podcast hosts including Spotify.CLOWNFISH TV is an independent, opinionated news and commentary podcast that covers Entertainment and Tech from a consumer's point of view. We talk about Gaming, Comics, Anime, TV, Movies, Animation and more. Hosted by Kneon and Geeky Sparkles.Get more news, views and reviews on Clownfish TV News - https://more.clownfishtv.com/On YouTube - https://www.youtube.com/c/ClownfishTVOn Spotify - https://open.spotify.com/show/4Tu83D1NcCmh7K1zHIedvgOn Apple Podcasts - https://podcasts.apple.com/us/podcast/clownfish-tv-audio-edition/id1726838629

Market update for Wednesday February 18, 2026 Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Berkshire Hathaway slashes Amazon stake, trims AppleGold and silver pull back after recent runMeta strikes multiyear deal to buy millions of Nvidia AI chipsUber invests $100M in autonomous vehicle charging hubsCaesars jumps on Vegas reboundSandisk falls after Western Digital announces $3.1B share saleRecord CEO turnover hits Corporate America, and leaders are getting younger

Host Jim Love returns after the holidays. Hashtag Trending  would like to thank Meter for their support in bringing you this podcast. Meter delivers a complete networking stack, wired, wireless and cellular in one integrated solution that's built for performance and scale. You can find them at Meter.com/htt The episode covers ByteDance's Seedance 2.0 AI video generator, which is producing highly realistic, film-quality scenes and prompting alarm in Hollywood, including comments from screenwriter Rhett Reese and renewed concerns about likeness rights and AI use in entertainment; ByteDance says it is strengthening safeguards to prevent unauthorized use of intellectual property and likenesses. The show reports that Peter Steinberger, creator of the open-source agent tool OpenClaw, is joining OpenAI and the project is becoming part of a foundation for future agent-based AI, while also highlighting OpenClaw's widely discussed security weaknesses and the implications for OpenAI and competitor Anthropic. Western Digital is reported to be sold out of certain hard drive models as AI-related demand absorbs supply, following earlier GPU and memory price pressures. Finally, Ring's Super Bowl ad about finding a lost dog drew criticism for promoting neighborhood camera networks that resemble

Former NPR host David Greene sues Google for allegedly replicating his voice in NotebookLM, Western Digital reveals 2026 capacity is already booked through, and OpenAI officially discontinues access to the GPT-4o model. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this wouldContinue reading "Former NPR Host Sues Google Over ‘Stolen Voice’ – DTH"

Millions tuned into the Super Bowl to escape from AI, but the ads were full of it. We'll discuss our thoughts on the ads and maybe the game. Plus, there's plenty of other news to get caught up on, such as a Ferrari with some Apple touches on it, and so much more. Watch on YouTube! - Notnerd.com and Notpicks.com INTRO (00:00) MAIN TOPIC: Super Bowl Ads & AI (06:05) From Svedka to Anthropic, brands make bold plays with AI in Super Bowl ads Super Bowl Ads: Top 10 Most-Liked Commercials Crypto.com CEO buys AI.com domain for $70M Olympics DAVE'S PRO-TIP OF THE WEEK: Urgent Reminders in Apple Reminders (28:40) JUST THE HEADLINES: (41:30) Amazon delivery drone crashes into North Texas apartment building MrBeast just bought a popular banking app China's Meituan snaps up Dingdong to deepen push into fresh grocery retail Western Digital plots a path to 140 Terabyte hard drivese Spotify plans to sell physical books Hidden car door handles are officially being banned in China Asteroid 2024 YR4 has. 4% chance of hitting the moon LISTENER MAIL: ClearPath payments linked to Lopez v. Apple Settlement as payments reach users (43:55) Apple check signed by Steve Jobs and Steve Wozniak sells for 4,800x its original value (46:55) TAKES: Jony Ive's Ferrari Luce EV interior and interface design (49:45) AppleUnsold - The Apple products they won't sell you (52:25) Microsoft Patch Tuesday, February 2026 Edition (55:40) BONUS ODD TAKE: Xikipedia (57:10) PICKS OF THE WEEK:  Dave: American DJ WMX1 MK2 Wolfmix Powered Standalone DMX LED Lighting Controller (59:00) Nate: OMOTON TP03 [Ultra-Slim] for MagSafe Tripod, 360°Rotating Magnetic Phone Tripod for iPhone 17/16/15 Pro Max Air, Foldable Cell Phone Stand with 1/4" Screw & Hook Fits Vlog, Gym, Travel Essentials (01:02:45) RAMAZON PURCHASE OF THE WEEK (01:07:10)

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über sprunghafte Anleger, das krasse Cloudflare-Versprechen und ein furioses Comeback von Luxus. Außerdem geht es um Alphabet, Seagate, Western Digital, Robinhood, Lyft, Mattel, Hasbro, Marriott, Hilton, Ferrari, Kering, Marsh, Arthur Gallgher, Aon und Willis Towers Watson stürzen in den USA ab, dann in Europa: die Aktien von Allianz, Zürich, Axa, Aviva, Raymond James, Charles Schwab, Micron Technology, Cisco, Intel, Verizon, Qualcomm, Toyota, British American Tobacco, Siemens, Novartis, Bayer, Total Energies, GSK, General Motors, AT&T, Bank of America, Applied Materials, Citigroup und Ford, Amundi Global Luxury ETF (WKN: A2H564), iShares Edge MSCI World Value Factor ETF (WKN: A12ATG), iShares Edge MSCI Europe Value Factor ETF (WKN: A12DPP), iShares Edge MSCI USA Value Factor ETF (WKN: A2AP35), iShares Core MSCI World ETF (WKN: A0RPWH). 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

Guy Adami and Dan Nathan break down the biggest week of earnings season 2026, featuring high-stakes reports from Boeing, Microsoft, Texas Instruments, Apple, SanDisk, Western Digital, Exxon, and Chevron. Plus, Jen Saarbach and Kristin Kelly join for "He Said She Said" to analyze Japan's historic bond market crisis and the Netflix-Warner Bros-Paramount M&A saga. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Plus: In markets, some of the biggest winners in 2025 included Western Digital and Micron Technology. And some of the losers included Strategy and Gartner. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Market Mondays clip, Rashad Bilal, Ian Dunlap, and Troy Millings break down the strategic moves and under-the-radar companies driving the explosive AI sector. Troy Millings takes viewers behind the scenes of EY University, sharing insights on how the AI revolution is being monetized—not just through household names like Nvidia, Broadcom, and AMD, but also through key players that keep the tech ecosystem running smoothly.Dive into the analogy of the AI ecosystem modeled after the human body: Nvidia stands as the heart, Broadcom as the veins, and Fabrinet emerges as a crucial valve accelerating connectivity. Troy highlights how diligent research led to the identification of Fabrinet and then pivots to discuss the soaring memory sector, featuring Micron and Western Digital.A major spotlight is placed on SanDisk, Western Digital's flash storage spin-off, which recently went public and saw an impressive performance spike. Learn why immediate demand for memory and flash storage, underscored by Samsung's inability to fulfill all orders, has made SanDisk a leader in SSD and flash—and why its addition to the S&P 500 could mean major index fund investments are about to flow in.Ian Dunlap offers trading tactics for both beginners and advanced traders, explaining the importance of targeting trades differently on Mondays and Fridays versus the rest of the week to maximize gains and protect capital.This clip is jam-packed with actionable game for investors and traders seeking to decode the tech boom—spotlighting not just the well-known names, but also the hidden gems set to benefit most from ongoing AI development.If you're ready to learn, execute, and take advantage of momentous opportunities in the evolving tech landscape, this is the clip you can't afford to miss.*Hashtags:* #MarketMondays #AIStocks #TechInvesting #SanDisk #Nvidia #Broadcom #Fabrinet #SSD #FlashMemory #StockMarket #SP500 #TradingTips #WealthBuilding #FinancialEducation #EYUniversityOur Sponsors:* 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