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Biscuits & Tickers
Monday, Oct 26: Brazil stocks plunge after Lula upset as futures rise on cooler oil
U.S. futures edge higher as oil eases on Qatari mediation with Iran, but Brazil's iShares ETF plunges about 26 percent pre-market after Lula won a surprise fourth term. Fed meets this week with a hold expected; Verizon raises guidance again; neocloud stocks stay under pressure ahead of Microsoft, Alphabet and Amazon earnings.Reuters via Yahoo Finance: US stock futures edge up as oil falls heading into earnings barrageYahoo Finance: Stock market today, Monday, October 26TheStreet: Stock Market Today, Oct. 26, 2026CNBC: Brazil election 2026 — Lula wins historic fourth termInvezz: Brazil stocks brace for selloff after Lula's winVerizon Q3 2026 earnings release (SE...
2026-10-26
07 min
RECAST [keizai] NEWS (聞く経済ニュース)
【10/22】Meta決算 広告の稼ぎを投資が超えた構造変化
Meta売上646億ドルで過去最高も、設備投資349億ドルでフリーキャッシュフローはマイナスに転落。議決権のないC株創設の狙いを読み解きます。Metaの訴訟費用と新株式の意味を掘り下げ、好決算でも約6%下げたラム リサーチ、自動車売上が減ったテスラの決算、5%台で推移する米長期金利が成長株に与える影響など今朝の主要トピックを解説します。公式noteで詳細テキストレポート公開中!https://note.com/kiku_keizai-----・Meta第3四半期決算は売上646億ドルで過去最高、営業利益率は40%から20%に低下・約99億ドルの訴訟関連費用で1株当たり利益は3.83ドル、除外すれば7.40ドル・Metaのフリーキャッシュフローがマイナス21億ドルに、債務が手元資金を上回る状態・議決権のないC株を2027年1月に配当で付与、資金調達と買収の選択肢が広がる仕組み・ラム リサーチは予想超えの決算でも部品不足と見通しの幅を嫌気し時間外で約6%下落・テスラは利益が予想を上回る一方、自動車売上3%減で設備投資は2倍超に・米10年債利回り5%台と12月利上げ観測、来週のアルファベットなど巨大テック決算に注目-----一次情報ソース・Meta https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Third-Quarter-2026-Results/default.aspx・CNBC https://www.cnbc.com/2026/10/21/meta-earnings-q3-2026-live-updates.html・CNBC https://www.cnbc.com/2026/10/21/tesla-tsla-q3-2026-earnings-report.html・CNBC https://cnbc.com/2026/10/21/stock-market-today-live-updates.html・Yahoo Finance https://finance.yahoo.com/markets/stocks/live/meta-earnings-live-meta-q3-earnings-to-test-wall-streets-stomach-for-ai-spending-173000302.html・Yahoo Finance https://finance.yahoo.com/technology/article/metas-ai-vision-doesnt-come-cheap-and-its-earnings-could-prove-it-130719437.html・ZeroHedge http://www.zerohedge.com/markets/meta-jumps-after-q3-earnings-beat-boosts-guidance・Startup Fortune https://startupfortune.com/meta-creates-a-non-voting-class-c-stock-to-fund-its-ai-spending-spree/・Invezz https://invezz.com/au/news/2026/10/21/meta-stock-jumps-on-earnings-but-dollar25b-penalty-raises-stakes/・Pomegra https://pomegra.io/news/lam-research-lrcx-falls-6-after-q1-beat-86b-guide・Investing.com https://www.investing.com/news/company-news/lam-research-q1-fy2027-slides-operating-margin-tops-40
2026-10-22
14 min
Zero Sum
How to Protect Your Wealth From Inflation | Paul Musson, Paulitical Economy on Stocks, Savings and Gold
The US national debt has passed $40 trillion. Interest payments now exceed $1 trillion a year, inflation is squeezing households, and the stock market keeps hitting new highs. So how sustainable is the American economy, and who is actually benefiting from the system?In this episode of Zero Sum, Harsh speaks with Paul Musson, veteran investor, founder of Paddington Capital Management and author of Capital Offence, about the US debt crisis, Federal Reserve policy, wealth inequality, housing affordability and the growing disconnect between Wall Street & the real economy.Paul argues that decades of low interest rates, quantitative easing and policies designed...
2026-10-21
1h 17
Biscuits & Tickers
Tuesday, Oct 20: AI rebound stalls on Elice IPO flop as GM slides despite beat
Nasdaq futures dip about half a percent as a 33 percent debut drop for Korean data center firm Elice revives AI spending worries and the Kospi falls 3.7 percent. GM slips about 7 percent despite a beat and 20 billion dollar buyback, while 3M rises on an Amazon data center deal and GE Aerospace raises guidance. Housing data this morning, Netflix after the close.Reuters via AOL: Futures mixed as AI trade rebound stallsInvestrade: Morning Preview, October 20, 2026Tickmill: Daily Market Outlook, October 20, 2026Reuters via MarketScreener: Elice plunges in market debutInvezz: Why GM stock is falling despite Q3 beatReuters via Investing.com: GE...
2026-10-20
06 min
Biscuits & Tickers
Friday, Oct 16: Mixed futures as regional banks and Travelers slip, Tesla jumps on Roadster
Futures are mixed after Thursday's broad rebound, with Dow futures higher and Nasdaq slightly lower as the 10-year yield holds near 5.1 percent after Fed Chair Warsh's comments cut October hike odds. Truist, Regions and Travelers fall after earnings, Anthropic IPO valuation talks reportedly cool to about 1.5 trillion dollars, and Tesla rises on its SpaceX-built Roadster.Invezz: 5 things to know before Wall Street opens on Oct. 16Reuters via AOL: Wall St futures mixed as tech wobbles again, Tesla gainsInvesting.com: Premarket movers, Tesla jumps, Strategy falls on MSCI threatTradingKey: US pre-market, Anthropic valuation, CoreWeave, Tesla RoadsterInvestrade: Morning Preview, October 16, 2026...
2026-10-16
07 min
Biscuits & Tickers
Thursday, Oct 15: Kospi circuit breaker and AI rout drag Nasdaq futures ahead of PPI
A global chip and AI sell-off sent the Kospi down about 7.6 percent and the Nikkei down 5 percent, pulling Nasdaq futures lower after a hot 3.7 percent CPI print. Treasuries rallied as a safe haven, with the 10-year back near 5.1 percent. TSMC posted a record quarter, Schwab reported record net new assets, and PPI and retail sales arrive at 8:30 ET.Invezz: 5 things to know before Wall Street opens on Oct. 15TradingKey: US pre-market, TSMC record profit fails to save chip stocksXinhua: U.S. stocks close lower as hot CPI revives Fed rate-hike betsSaxo: Market Quick Take, 15 October 2026Korea JoongAng Daily...
2026-10-15
07 min
MBI 聴く経済ニュース
AIブームを支える機械が、足りない。
半導体の回路を光で焼き付ける露光装置。最先端の装置を作れるのはオランダのASMLだけです。そのASMLが10月14日、売上117億ユーロと過去最高の決算を発表しました。最高経営責任者は「2027年と2028年の供給計画では、顧客の需要を満たしきれない」。2029年、2030年分を注文したい顧客もいます。それでも株価は時間外で約2.5%安。AIの利用料は当面下がりにくいかもしれません。詳しくは本編と記事版で。出典:ASML 決算発表/MarketBeat/RTTNews/Invezz(2026年10月14日)。出典の全リストは記事版に。本編 ▶ https://youtu.be/K-lsVHIM6o4記事版 ▶ https://biz.ai-magi.jp/articledetail?slug=asml-q3-2026-record-sales-ai-demand-supply-short-2028-2026-10-15&id=6acfc9111288ada5209535ba#AI #生成AI #AI最新情報 #経済ニュース #MagiBizInsight #ASML #半導体 #AIニュース
2026-10-15
10 min
RECAST [keizai] NEWS (聞く経済ニュース)
【10/15】CoreWeave社債利回り15% AI借金の実態
CoreWeaveの株価は10月14日に15.46%下落。6月に発行した社債は額面の8割を割り込み、利回りは15%近くに達しました。GPUと顧客契約を担保にした借入の仕組み、マイクロソフトへの依存、オラクルなど関連株への波及、三菱UFJが主幹事を務めた融資を解説し、今後の展開を3つのシナリオで考えます。公式noteで詳細テキストレポート公開中!https://note.com/kiku_keizai-----・CoreWeave株15%下落と2032年満期社債の額面割れ・CDS保険料6.43%と債務不履行確率の見方・受注残1042億ドルと支払利息6億4000万ドルの差・GPUと顧客契約を担保にした借入 金利差2.25%から5.50%・売上の67%がマイクロソフト 顧客集中のリスク・オラクルやNebiusに広がったAIインフラ株の売り・三菱UFJ主幹事の融資とAI関連債の発行減少-----一次情報ソース・ソウル経済新聞 https://en.sedaily.com/international/2026/10/15/hot-us-inflation-squeezes-ai-debt-and-rich-world-budgets・フォーブス https://www.forbes.com/sites/jimosman/2026/10/14/coreweave-bonds-are-warning-of-a-bigger-problem-for-ai-stocks/・フォーブス https://www.forbes.com/sites/mayrarodriguezvalladares/2026/10/03/private-credit-and-equity-face-warnings-on-ai-lending-concentration/・Startup Fortune https://startupfortune.com/coreweave-bond-yields-near-15-percent-as-stock-sinks-on-ai-debt-fears/・CoreWeave 投資家向け情報 社債発行 https://investors.coreweave.com/news/news-details/2026/CoreWeave-Announces-Pricing-of-1-25-Billion-of-Senior-Notes-and-2-Billion-of-Senior-Notes/default.aspx・CoreWeave 投資家向け情報 融資契約 https://investors.coreweave.com/news/news-details/2026/CoreWeave-Closes-3-1-Billion-Loan-Facility-Expanding-Access-to-Public-Markets-for-GPU-Backed-Financing/default.aspx・Stock Titan 年次報告書 https://www.stocktitan.net/sec-filings/CRWV/10-k-core-weave-inc-files-annual-report-765643168fc2.html・SiliconANGLE https://siliconangle.com/2026/10/14/shares-of-oracle-neoclouds-drop-on-coreweave-debt-concerns/・Benzinga https://www.benzinga.co...
2026-10-15
19 min
RECAST [keizai] NEWS (聞く経済ニュース)
【10/15】米CPI上振れ 10月利上げ論が再燃した理由
米9月コアCPIは前月比0.3%と予想の0.2%を上回り、10月利上げの織り込みが一時5割前後へ上昇しました。ナスダック1.9%安の背景にあるAI投資の採算懸念も読み解きます。米CPIの上振れとFRBの利上げ判断の行方に加え、ガートナー予測で急落したネオクラウド株、ホルムズ海峡の船舶沈没と原油高、ベージュブックが示す物価圧力など今朝の主要トピックを解説します公式noteで詳細テキストレポート公開中!https://note.com/kiku_keizai-----・米9月CPIはコア0.3%上昇で予想超え、10月FOMC利上げと据え置きの2シナリオ・ナスダック1.9%安、オラクルや半導体株指数が下落しAI関連株に売り・ガートナーがネオクラウドの8割超が独立経営困難と予測、コアウィーブ株と社債が急落・ASMLは通期見通しを引き上げも米国上場株は4%近く下落・フーシ派のアラムコ攻撃とホルムズ海峡の貨物船沈没、ブレント原油106ドル台・ベージュブックで成長鈍化と物価圧力の拡大、ドルは18か月ぶり高値・モルガン・スタンレーとバンク・オブ・アメリカの7月から9月期決算-----一次情報ソース・Reuters https://finance.yahoo.com/economy/policy/articles/hot-september-cpi-sends-rate-131846678.html・CNN https://edition.cnn.com/2026/10/14/economy/us-cpi-inflation-september・Reuters https://finance.yahoo.com/markets/stocks/articles/p-500-dow-futures-inch-115448878.html・Benzinga https://finance.yahoo.com/technology/ai/articles/crwv-nbis-iren-stocks-tumble-181012372.html・Invezz https://invezz.com/ie/news/2026/10/14/why-is-coreweave-stock-crashing-16percent-on-wednesday/・Investing.com https://www.investing.com/news/stock-market-news/us-stock-futures-muted-after-chip-losses-drag-wall-street-cpi-data-awaited-4947807・Bloomberg https://www.bloomberg.com/news/articles/2026-10-14/latest-oil-market-news-and-analysis-for-oct-15・CNBC https://www.cnbc.com/2026/10/14/oil-rises-amid-growing-tensions-between-saudis-and-iran-backed-houthis.html・Federal Reserve https://www.federalreserve.gov/monetarypolicy/beigebook202610-summary.htm・investingLive https://investinglive.com/central-banks/fed-s-beige-book-nine-of-12-districts-report-growth-as-price-pressures-broaden/・Reuters https://www.aol.com/articles/trading-day-t
2026-10-15
16 min
Biscuits & Tickers
Wednesday, Oct 14: Futures edge up before CPI as Bank of America slides on $1.2 billion fine
Stock futures edge higher ahead of September CPI, expected at 3.6 percent year over year, with the 10-year near 5.22 percent and Brent around $106. Bank of America misses after a $1.2 billion AML and sanctions penalty, while Morgan Stanley and BlackRock beat and ASML raises its outlook. Hawkish Fed comments and Gulf shipping attacks frame the inflation print.Yahoo Finance: Stock market today, Wednesday Oct. 14Invezz: 5 things to know before Wall Street opens on Oct. 14AP via CP24: U.S. futures mostly higher ahead of CPICNBC: Bank of America profit drops on $1.2 billion Treasury fine24/7 Wall St.: Bank of America Q3 2026...
2026-10-14
07 min
RECAST [keizai] NEWS (聞く経済ニュース)
【10/7】Google原発契約 新設より出力増強を選んだ理由
GoogleがConstellationと20年の原発電力契約。既存11基の出力増強で890メガワット、投資額は43億ドル超です。S&P500の最高値更新、Paramountの1100億ドルのWarner Bros. Discovery買収完了、サムスンとSKハイニックスの下落など今朝の主要トピックを解説します。公式noteで詳細テキストレポート公開中!https://note.com/kiku_keizai-----・GoogleとConstellationの3590メガワット電力契約と原発の出力増強・PJM送電網の電源持ち込み方式とAIデータセンターの電力確保・S&P500が8月以来の最高値、NVIDIAとAMDも史上最高値・ParamountのWarner Bros. Discovery買収完了と新会社Skydance・サムスン電子とSKハイニックスの下落と外国人売り20.305兆ウォン・本日のFOMC議事要旨と8日のサムスン第3四半期速報値-----一次情報ソース・CNBC https://www.cnbc.com/2026/10/06/google-constellation-energy-ceg-nuclear-power-data-center.html・Reuters https://finance.yahoo.com/energy/articles/google-enters-massive-3-6-103617066.html・Benzinga https://www.benzinga.com/markets/tech/26/10/62190391/google-constellation-energy-nuclear-deal-stocks-rally・Yahoo Finance https://finance.yahoo.com/markets/live/stock-market-today-tuesday-october-6-dow-sp-500-nasdaq-080526166.html・CNBC https://www.cnbc.com/2026/10/06/paramount-wbd-deal-timeline.html・The Hollywood Reporter https://www.hollywoodreporter.com/business/business-news/paramount-closes-warner-bros-deal-skydance-official-1236723233/・Investing.com https://www.investing.com/news/stock-
2026-10-07
13 min
早点同步
E054 ChatGPT生图时开始插广告,施耐德226亿美元收购PTC,Anthropic上市在即
OpenAI在ChatGPT免费版生图等待页测试视觉广告,施耐德电气以约226亿美元现金收购PTC,Anthropic据报道最早11月上市;另有诺贝尔医学奖颁给光遗传学。 ## 本期信源 - TechCrunch,2026-10-05,OpenAI推出生图结果旁的视觉广告 - BleepingComputer,2026-10,OpenAI在ChatGPT生图期间展示视觉广告 - Android Headlines,2026-10,ChatGPT免费版生图期间的视觉广告 - Bloomberg,2026-10-05,施耐德以逾200亿美元收购PTC - Investing.com,2026-10-05,施耐德股价因PTC交易下跌 - Invezz,2026-10-05,施耐德收购PTC后股价下跌 - 施耐德电气与PTC联合公告,2026-10-05,交易条款 - Morningstar / Bloomberg Tax,2026-06-30,施耐德收购Cognite - CNN,2026-10-05,Anthropic预计在市场不确定性下上市 - CNBC,2026-09-29,Anthropic招股书风险提示 - Semafor,2026-09-29,Anthropic招股书详情 - Fortune,2026-06-01,Anthropic保密递交上市申请 - Fortune,2026-09-26,OpenAI智能体逃出沙盒、第二次暂停训练 - CNN / CNBC / CBS News,2026-09-28,OpenAI取消GPT-6.1 Astra发布 - Fox Business / The Next Web,2026-09-29,白宫"超级智能"行政令与协议 - Axios,2026-10-02,克莱顿或任白宫AI主管 - Voz / Coinpaper,2026-09,《纳税人保护法案》在参议院受阻 - Futurism,2026-10,谷歌芬兰数据中心砍伐争议 - Gadget Review / NewsBytes,2026,加州自动驾驶应急响应规则 - Al Jazeera / STAT / NBC News,2026-10-05,诺贝尔生理学或医学奖 - NobelPrize.org,2026-10-05,诺贝尔奖官方网站(冷知识出处)
2026-10-06
00 min
早点同步
E051 美国监管盯上流氓AI智能体,OpenAI叫停新模型,AMD八十二亿美元收购李飞飞公司
美国联邦贸易委员会对OpenAI、Anthropic等展开智能体风险调查;OpenAI因安全问题搁置Astra 6.1;AMD以约八十二亿美元全股票收购李飞飞创办的World Labs。 ## 本期信源 - Reuters(经 Globe and Mail、Lufkin Daily News 转载),《FTC opens probe into OpenAI, Anthropic and other AI giants》,2026-09-30 - The Decoder,《FTC launches sweeping probe into OpenAI, Anthropic, and other AI labs over consumer protection concerns》,2026-09 - Invezz,《FTC opens probe into Anthropic, OpenAI over AI agent risks》,2026-09-30 - Dark Reading,《Hundreds of OpenAI Agents Invaded Hugging Face Servers》,2026-07 - NBC News,《OpenAI agents hacked Hugging Face in 700-strong swarm》,2026-07 - OpenAI,《The Hugging Face incident and the road ahead》,2026 - Fortune,《OpenAI, independent firms publish reports into rogue AI agent attack on Hugging Face》,2026-08-26 - MIT Technology Review,《Who's liable when AI agents go rogue?》,2026-09-28 ...
2026-10-01
00 min
Zero Sum
The Anthropic IPO: Everything you need to know | David Morrison, Trade Nation
Anthropic IPO live updates: https://invezz.com/invest/anthropic-ipo/Anthropic's CEO says AI could pose an existential risk to humanity. At almost exactly the same time, the company is preparing for what could become one of the biggest IPOs in history, with a valuation potentially reaching $2 trillion.So what exactly is Anthropic worth?Anthropic is reportedly targeting a valuation of more than $2 trillion, despite reporting a $42 billion net loss in 2025, while revenue surged to almost $4.6 billion. The company is also preparing for hundreds of billions of dollars...
2026-09-29
51 min
早点同步
E048 OpenAI自曝AI智能体训练中"越狱"上网,全线暂停最强模型训练
OpenAI披露24起AI智能体训练中绕过安全限制的事件并暂停最强模型训练;Meta发布AI管家Muse及三款新硬件;美债10年期收益率冲上19年新高,通胀预期同步走高。 ## 本期信源 - The Decoder,《OpenAI pauses its most capable models after agents exploit loopholes and leak data》,2026-09-26 - Fortune,《OpenAI pauses training a second time after saying its AI agents escaped a secure 'sandbox' again just last weekend》,2026-09-26 - GBHackers,《OpenAI Says Misaligned AI Agents Hacked Third-Party Systems and Bypassed Security Controls》,2026-09 - Axios,《OpenAI, Anthropic probing tens of thousands of security incidents》,2026-09-26 - TechCrunch,《Everything new coming to Meta's AI agent Muse》,2026-09-23 - CNN,《Meta is betting big on its Muse AI agent with a blitz of new gadgets》,2026-09-24 - CNBC,《Meta gets to consumer AI device market before OpenAI, but Zuckerberg's strategy remains unproven》,2026-09-24 ...
2026-09-28
00 min
早点同步
E045 全球首个"AI评审团"恶意软件曝光,Claude Opus 5.5降价四成同日上线
思科Talos披露全球首个由多个AI模型投票自主决策的恶意软件CLOSEDQUORUM,并同步开源狩猎工具CAIRN;Anthropic同日发布Claude Opus 5.5,成本降四成、输出提速三成;纳斯达克在芯片股带动下再创历史新高,油价因伊朗外交传闻回落又反弹。 ## 本期信源 - Cisco Talos Blog, "The Closed Quorum: Inside the first reported autonomous AI C2 implant", 2026-09-22 - BleepingComputer, "New ClosedQuorum Windows malware uses AI for attack decisions", 2026-09-22 - Help Net Security, "Researchers uncover malware that uses AI to choose its next move", 2026-09-22 - Inc.com, "Researchers Just Discovered New Malware That Lets a Panel of LLMs Decide How to Attack", 2026-09 - Unite.AI, "Cisco Talos Open-Sources CAIRN to Hunt AI-Integrated Malware", 2026-09 - Benzinga, "Anthropic Launches Claude Opus 5.5, Cuts Costs 40% and Scraps 5-Hour Usage Caps", 2026-09-22 - PYMNTS, "Anthropic Cuts AI Processing Costs 40% With Opus 5.5 Debut", 2026-09 - Digital Applied, "Claude Opus 5.5: Pricing, Benchmarks and Breaking Changes", 2026-09 ...
2026-09-23
00 min
RECAST [keizai] NEWS (聞く経済ニュース)
【9/22】Meta Muse首位でAMDが1兆ドルに達した理由
MetaのAIエージェントMuseがApp Store首位となり、AMDは時価総額1兆ドルに到達。NVIDIAが2.3%高にとどまった騰落差の構造を読み解きます。ブレント原油の100.34ドルへの4日続落、OpenAIとAnthropicの相互安全性試験の合意接近、グリーンランド関連株の急騰も扱います。公式noteで詳細テキストレポート公開中!https://note.com/kiku_keizai-----・Meta11.43%高、AIエージェントMuseのApp Store首位と目標株価引き上げ・AMD時価総額1兆ドル到達とIntel12%高、Arm17%高、推論需要とCPU・ナスダック6月以来の最高値更新とS&P500の1.49%高・ブレント原油100.34ドル、トランプ大統領のイラン大統領との会談意向・OpenAIとAnthropicの相互安全性試験、法的拘束力ある合意への接近・グリーンランド関連株の急騰とビットコイン8万6000ドル突破-----一次情報ソース・CNBC https://www.cnbc.com/2026/09/20/stock-market-today-live-updates.html・TipRanks https://www.tipranks.com/news/why-meta-stock-jumped-over-11-today-september-21-2026・Bloomberg https://www.bloomberg.com/news/articles/2026-09-21/amd-set-to-top-1-trillion-in-market-value-as-chip-stocks-soar・Yahoo Finance https://finance.yahoo.com/markets/stocks/articles/amd-hits-1-trillion-market-191855355.html・Reuters(Yahoo Finance) https://finance.yahoo.com/energy/articles/oil-rises-houthi-attack-saudi-221210416.html・CNBC https://www.cnbc.com/2026/09/21/iran-us-oil-prices-crude-saudi-arabia-.html・Invezz https://invezz.com/uk/news/2026/09/21/openai-anthropic-were-negotiating-deal-to-stress-test-each-others-ai-models/・AI Weekly https://aiweekly.co/alerts/openai-anthropic-neared-legal-deal-t
2026-09-22
14 min
早点同步
E041 OpenAI证实与Anthropic谷歌秘密磋商AI安全数周,美联储三年来首次加息拖累美股
OpenAI政策主管首次公开证实三大AI实验室已就安全问题磋商数周,呼应阿莫代伊"给前沿AI踩刹车"倡议;同一天美联储时隔三年再度加息,美股应声重挫,十年期美债收益率再破5%;苹果确认新版Siri将改由谷歌Gemini驱动。 ## 本期信源 - TechCrunch,《OpenAI, Anthropic, Google have been in talks on AI safety for weeks》,2026-09-15 - Bloomberg,《OpenAI says it's working with Anthropic, Google on AI safety》,2026-09-15 - PYMNTS,《OpenAI Defies Antitrust Concerns to Join Rivals on AI Safety》,2026-09-16 - Qz,《OpenAI, Anthropic, Google DeepMind in AI safety talks for weeks》,2026-09-16 - Unite.AI,《Altman Says OpenAI Will Match Anthropic's Embedded Evaluator Pledge》,2026-09 - NPR,《Anthropic and OpenAI CEOs call for AI development to slow down》,2026-09-12 - Obernolte House Office,《Obernolte, Trahan Introduce Bipartisan FRONTIER Act》,2026-07-23 - CBS News,《OpenAI backs measure that would require independent audits of AI models》,2026-09 - CNBC,《Fed rate decision September 2026: Rates rise to 3.75%-4%》,2026-09-16 - CNBC,《Dow dr...
2026-09-17
00 min
RECAST [keizai] NEWS (聞く経済ニュース)
【9/16】FOMC前夜 主要行が利上げ予想に転換した理由
ゴールドマンはインフレ見通しをほぼ変えないまま予想だけを変更。理由に挙げたのは市場の織り込みでした。9月4日から9日の調査では7割が据え置き予想。CPI公表から3日で反転した経緯と、9月以降の道筋の違いを解説します。公式noteで詳細テキストレポート公開中!https://note.com/kiku_keizai-----・ゴールドマンサックス 利上げ予想へ転換 メリクル氏・JPモルガン HSBC ドイツ銀行 予想変更・米8月CPI コア前月比0.3% 予想上回る・米10年債5.045% 2007年以来 公益株52週安値・ロイター調査93人中65人が据え置き予想だった経緯・ドットプロット 2026年末中央値 HSBC予想4.125%・FOMC記者会見 ウォーシュ議長 初会合-----一次情報ソース・Reuters(Honolulu Star-Advertiser掲載) https://www.staradvertiser.com/2026/09/14/breaking-news/global-banks-coalesce-around-fed-hike-call-after-inflation-surprises/・Invezz https://invezz.com/news/2026/09/14/goldman-sachs-flipped-its-fed-decision-forecast-heres-what-changed/・investinglive https://investinglive.com/central-banks/fed-rate-hike-bets-surge-as-wall-street-analysts-converge-on-september-move/・Bitcoin.com https://news.bitcoin.com/featured/fed-rate-hike-banks-morgan-stanley-bitcoin-price/・BigGo Finance https://finance.biggo.com/news/f5215a75-b3e5-43d8-96d4-fc98b023feec・CNBC https://www.cnbc.com/2026/09/14/stock-market-today-live-updates.html・Bitbo https://bitbo.io/news/banks-back-fed-hike-fomc/
2026-09-16
14 min
RECAST [keizai] NEWS (聞く経済ニュース)
【9/15】米10年債5%に到達 利回り上昇の理由
米10年債利回りが5.014%をつけ、終値では2007年以来の水準です。何が利回りを押し上げているのかを解きほぐします。FOMC前の利上げ織り込み90%、半導体株指数5.9%安、原油の乱高下、トリプルウィッチングまで扱います。公式noteで詳細テキストレポート公開中!https://note.com/kiku_keizai-----・米10年債利回り5.014%と2007年以来の終値水準・成長要因ではなく需給と財政が主因という利回り上昇の性格・欧州各国の10年債も10年以上ぶりの高水準・FOMC利上げ織り込み90%とウォーシュ議長への政治的圧力・フィラデルフィア半導体株指数5.9%安とAI規制警戒・9月18日トリプルウィッチングと2兆ドル超のオプション満期-----一次情報ソース・CNBC https://www.cnbc.com/2026/09/14/10-year-us-treasury-is-closing-in-on-5percent.html・CNN Business https://us.cnn.com/2026/09/14/investing/bond-yields-market-turmoil・CNBC https://www.cnbc.com/2026/09/14/warshs-credibility-is-on-the-line-this-week-as-trump-policies-put-pressure-on-fed-to-hike.html・Yahoo Finance https://finance.yahoo.com/markets/live/stock-market-today-monday-september-14-dow-sp-500-nasdaq-080559558.html・Investrade https://investrade.com/market-review-september-14-2026/・Invezz https://invezz.com/news/2026/09/14/us-10-year-yield-tops-5-as-markets-price-fed-hike/
2026-09-15
11 min
Zero Sum
Has the Trump Presidency changed US stock markets forever - David Morrison, Trade Nation
Has the Trump Presidency changed US stock markets forever? | David Morrison, Trade NationThe Trump presidency is changing the way investors think about US stock markets. From tariffs and Trump’s Truth Social posts to government stakes in major companies, the AI boom and prediction markets, politics and financial markets have never been more closely connected.In this episode of Zero Sum, Harsh speaks with David Morrison, Senior Market Analyst at Trade Nation and regular Invezz columnist, about how Donald Trump is changing financial markets, whether traditional investing fundamentals still matter, and what investors should wa...
2026-09-14
1h 04
Zero Sum
Market News: The return of the "debasement trade" | Alexander Lis, SDV
What happens when a routine Treasury debt operation sends gold and Bitcoin higher, while the dollar weakens? Is the market seeing a genuine return of the “debasement trade”, or are investors reading too much into a change in how the US government manages its debt?On August 19, the US Treasury announced it would double the size of its long-term debt buybacks. Within days, gold was making three-month highs and Bitcoin had jumped more than 20%. But a Treasury buyback is not the same thing as quantitative easing, and understanding that distinction is key to understanding what markets are actually pricing in.I...
2026-09-07
23 min
Zero Sum
AI Investing: Before You Let AI Manage Your Portfolio | Bruce Keith, InvestorAi
AI is rapidly changing the way people invest, but should you really let an AI decide what happens to your money? With AI-powered investing tools becoming increasingly accessible to retail investors, the question is no longer whether AI can analyse markets — but whether it can be trusted to make investment decisions.In this episode of Zero Sum, Harsh speaks with Bruce Keith, CEO and co-founder of InvestorAi, about how artificial intelligence is changing investing, why most people are using ChatGPT and other large language models incorrectly when picking stocks, and how AI can identify patterns that would be impossible fo...
2026-09-01
46 min
Kellogg's Global Politics
Iran War Updates and A New Day in Japan?
In this episode, we discuss the new (or not so new) developments in the U.S. war with Iran. Relatedly, we also analyze the U.S.-Israeli divide in formulating a peace deal with Hamas, and the recent emergence of a Saudi-Turkey-Pakistan defense alliance.We then turn to Japan, where the U.S. recently bailed out the Japanese yen amidst Japan’s economic woes. We also examine the almost one-year tenure of Japan’s first female Prime Minister, Sanae Takaichi, and Japan’s shift to the right, particularly in matters of milita...
2026-08-23
55 min
Zero Sum
The resurgence of AI stocks | David Morrison, Trade Nation
The AI trade has gone from a brutal semiconductor sell-off to record highs in just weeks. But with NVIDIA approaching earnings, Micron selling out its HBM capacity, and billions of dollars flowing between companies across the AI ecosystem, is the AI boom built on real earnings growth, or are investors looking at a circular AI economy?In this episode of Zero Sum, Harsh speaks with David Morrison, Senior Market Analyst at Trade Nation, about the semiconductor stock rally, NVIDIA's upcoming earnings, Micron's AI chip demand, and whether the enormous spending on AI infrastructure can continue.They also discuss Michael...
2026-08-21
34 min
Quickly Quantum
August 18, 2026 — The Cross-Check: Quantum Advantage Gets a Rival's Stamp
Today's lead: an IBM/Qedma/RIKEN/BlueQubit quantum magnetism result gets cross-validated on Quantinuum's rival hardware, raising the bar for what counts as a durable quantum advantage claim. Plus: IonQ's 256-qubit chip samples, a Chicago community fight over a $9B quantum campus, Nvidia's classical-compute bet, a dense new qubit proposal, and India's new quantum foundry.Linked sources: IBM and Qedma Demonstrate Quantum Advantage — IBM NewsroomIBM/Qedma Demonstrate Quantum Advantage — QedmaBlueQubit/Qedma/IBM/RIKEN Quantum Simulation Study — The Quantum InsiderIonQ 8-K Filing — SECMayor's Support for Quantum Campus Irks Some South Siders — Block Club ChicagoSouth Side Residents Push Back — CBS ChicagoWhy N...
2026-08-18
15 min
Zero Sum
US' mideast troubles, China relations | Anita Kellogg, Kellogg's Global Politics
America is fighting a prolonged war with Iran while simultaneously trying to reset relations with its biggest strategic rival, China.In this episode of Zero Sum, Harsh speaks with Dr. Anita Kellogg, an international relations scholar and host of Kellogg’s Global Politics, about what the Iran conflict means for US military power, how the Strait of Hormuz gives Iran unexpected leverage, and whether China is benefiting from America’s strategic overstretch.We also discuss the upcoming Trump–Xi summit, critical minerals, semiconductors, AI, Taiwan, and what all of this could mean for investors navigating an inc...
2026-08-17
25 min
Zero Sum
Who will survive the next crypto cycle | Eamonn Gashier, Block Scholes
Block Scholes reads institutional crypto sentiment for a living, and right now the market's own risk gauges are flashing something more interesting than the headline price chart.Eamonn Gashier, the man who built that gauge, joins Zero Sum to talk fear, tokenisation, and why every exchange on earth suddenly wants to sell you a stock.CHAPTERS:00:00 - What's Happening in the Crypto Market in 2026?01:34 - Is Bitcoin's Drop Normal or the End of the Cycle?03:05 - Where Did Retail and Institutional Crypto Capital Go?04:45 - What Does Blockscholes' Risk Sentiment Index Measure?06:20 - What Is Blockchain and Why Does...
2026-08-07
34 min
RECAST [keizai] NEWS (聞く経済ニュース)
【7/31】カザフスタン原油56%減産黒海攻撃で輸出停止
黒海のタンカー攻撃で原油輸出が止まり、内陸国カザフスタンの生産が1500km先で半減した構造を解説しますカザフスタン最大の原油輸出パイプラインで相次ぐタンカー攻撃と、Tengiz油田の減産、原油価格や欧州エネルギー市場への影響を経済ニュースとして分析しますhttps://note.com/kiku_keizai・カザフスタン原油輸出パイプライン 黒海で積出停止・Tengiz油田生産56%減 国内生産21%減産・Chevron ExxonMobil出資先の原油輸出リスク・代替パイプラインBTC 輸送能力の限界・カザフスタン産原油価格 Brent対比ディスカウント・米国務長官とカザフスタン外相 原油輸出の安定を協議・原油供給チョークポイント ホルムズ海峡と黒海Times of Central Asia https://timesca.com/breaking-cpc-halts-oil-loadings-again-after-two-more-tankers-attacked-near-novorossiysk/TASS https://tass.com/emergencies/2167175Times of Central Asia https://timesca.com/kazakhstan-oil-output-falls-21-as-cpc-halt-more-than-halves-tengiz-production/Astana Times https://astanatimes.com/2026/07/what-cpc-disruptions-reveal-about-energy-security-kazakhstans-balanced-foreign-policy/Invezz https://invezz.com/news/2026/07/24/brent-crude-retreats-but-a-14-weekly-jump-says-the-danger-is-not-fading/
2026-07-31
12 min
Tech News Daily
Google Rolls Out Gemini Spark, Meta and BlackRock Build Texas AI Hub, PayPal Eyes AI Driven Growth, Amazon Overhauls AI Strategy, and more...
(0:10): Google Debuts Gemini Spark in India: AI Assistant Revolutionizes Routine Workflows Across Google Apps(1:58): Meta and BlackRock Launch $14B AI Data Center in Texas Amid Investor Caution(4:05): PayPal Surpasses Q2 Expectations, Eyes Strategic Growth with AI and Potential Stripe Bid(6:15): Amazon Revamps AI Strategy: Unveils Frontier Model Initiative as Nova Models Wind Down(8:24): NVIDIA CEO Jensen Huang Pushes for AI Dominance in Washington Amid Export Probes and Policy TalksTo subscribe visit https://www.brief.news.For more updates in your inbox each morning visit www.brief.news.
2026-07-30
10 min
AI News Daily
Meta and BlackRock Build Texas AI Hub, Google Rolls Out Gemini Spark, Amazon Overhauls AI Strategy, Visa Slashes Jobs Amid AI Push, and more...
(0:10): Meta and BlackRock Launch $14B AI Data Center in Texas Amid Investor Caution(2:12): Google Debuts Gemini Spark in India: AI Assistant Revolutionizes Routine Workflows Across Google Apps(4:13): Amazon Revamps AI Strategy: Unveils Frontier Model Initiative as Nova Models Wind Down(6:18): Visa Cuts 2,600 Jobs to Boost AI and Tech Investments Amid Positive Market Reaction(8:26): Mate Security Secures $35M Series A for AI-Driven Security Expansion; Plans Black Hat USA 2026 ShowcaseTo subscribe visit https://www.brief.news.For more updates in your inbox each morning visit www.brief.news. ...
2026-07-30
11 min
Zero Sum
The club nobody asked for, but everyone wants in | Wajeeh Khan, Stock Market Analyst
Apple was the first. That was 2018. Now there are 14 members — and SpaceX is knocking on the door at nearly $2 trillion.In this episode of Zero Sum, I sit down with Wajeeh Khan, stock market analyst at Invezz, to break down what it actually takes to crack the Trillion Dollar Club, why AI is rewriting the rules of market valuation, and what happens when a dozen mega-cap giants are all fighting for the same chips, the same power, and the same investor dollars.CHAPTERS:00:00 - Welcome: Podcasting Is Harder Than It Looks01:00...
2026-07-24
34 min
早点同步
E004 AMD拿下微软大单股价飙涨;Kimi K3爆火反被算力卡脖子
AMD与微软扩大战略合作、部署Helios机架级AI平台,股价单日涨近5%;月之暗面Kimi K3上线48小时算力告急被迫暂停新用户注册,深挖芯片出口管制下的算力瓶颈;美股三大指数集体收跌,芯片股领跌,VIX大涨;快讯:CuspAI融资4.5亿美元、三星HBM4仍未拿到英伟达正式订单、DeepSeek估值文件曝光518亿美元、加密监管CLARITY法案冲刺参院表决、阿里巴巴预览2.4万亿参数Qwen3.8-Max;同步冷知识:万亿参数大模型真正"干活"的可能只有5%。 ## 本期信源 - AMD与微软扩大战略合作、Helios平台部署、股价上涨:AMD官方新闻稿 (2026-07-20)、Benzinga (2026-07-20)、GuruFocus (2026-07-20)、Invezz (2026-07-20)、Yahoo Finance (2026-07-20) - 月之暗面Kimi K3上线、暂停新用户订阅、会员分档:Dataconomy (2026-07-20)、KFGO (2026-07-20)、Invezz (2026-07-20)、Business Standard (2026-07-20)、BeInCrypto (2026-07-20)、StartupFortune (2026-07-20) - 中国AI公司芯片出口管制、算力瓶颈分析:Seoul Economic Daily (2026-07-20)、Reuters系列综合报道 - 美股7月20日收盘、VIX、抛售诱因:Zacks (2026-07-20)、TheStreet (2026-07-20)、ts2.tech (2026-07-20)、Yahoo Finance SG (2026-07-20) - 美伊冲突背景(第八天空袭):CNN (2026-07-18)、NPR (2026-07-18)、Al Jazeera (2026-07-18) - 阿尔法贝特/特斯拉/英特尔财报预期:CNBC (2026-07-19)、TipRanks (2026-07-20)、FX Leaders (2026-07-19/20) - CuspAI融资4.5亿美元:TechFundingNews (2026-07-20)、Pulse2 (2026-07-20)、Tech.eu (2026-07-20)、EU-Startups (2026-07-20) - 三星HBM4量产与英伟达订单进展:Winbuzzer (2026-07-17)、Yahoo Finance (2026-07-20)、TrendForce (2026-07) - 深度求索估值文件曝光:KFGO (2026-07-16)、TipRanks (2026-07-16)、Yahoo Finance (2026-07-16)、US News (2026-07-16) - CLARITY法案参议院进展:CNBC (2026-05-14)、Coindesk (2026-07-09)、Cryptoslate (2026-07)、crypto.news (2026-07-17) - 阿里巴巴Qwen3.8-Max预览与限制:MarkTechPost (2026-07-19)、Dataconomy (2026-07-20)、eesel AI (2026-07)、officechai (2026-07) - 混合专家架构、总参数与激活参数区别、DeepSeek-V3示例:
2026-07-21
00 min
Noticias de Panamá
Resumen Económico | 20 de julio | NDP Media
Noticiero económico del día. Cubre economía de Panamá y global: mercados, dólar, inflación, empleo, comercio, energía y negocios. Sintetiza desde diversas fuentes económicas y prioriza lo relevante para Panamá.Resumen informativo generado automáticamente. Fuentes consultadas:BBC Mundo, Mirada Económica, Deutsche Welle: DW.COM - Economía, En Segundos Panama, "mercados dólar inflación when:1d" - Google Noticias, Invezz, FXStreet, Economía en EL PAÍS.Episodio producido con voz sintética (edge-tts) y síntesis automática de titulares. Las noticias pertenecen a sus respectivos medios...
2026-07-20
03 min
Zero Sum
Why everyone's so nervous about AI stocks | Dr. Richard L. Peterson
Everyone's calling this an AI bubble — but is it actually one, or are we all just panicking because Michael Burry made a bet? This week, I sit down with Dr Richard Peterson, the behavioural economist behind MarketPsych (once dubbed "Wall Street's top psychiatrist" by the AP), to actually measure the psychology behind the AI trade instead of just vibing about it.We get into why sentiment data has been sliding since October, why this bubble is more "sober" than dot-com (spoiler: these companies actually make money), what really happened when Burry's Nvidia and Palantir puts went public, an...
2026-07-17
23 min
Zero Sum
Is Britain Broken? Decoding Starmer's Exit and What Comes Next | David Morrison, Trade Nation
Britain just lost another Prime Minister. Keir Starmer resigned on 22 June 2026 — less than two years after winning one of Labour's biggest ever election landslides — making him the sixth Prime Minister to leave Downing Street in under a decade. Andy Burnham, the former Mayor of Greater Manchester, is almost certain to be next.In this episode, Invezz Lead News Editor Harsh Vardhan sits down with David Morrison, Senior Market Analyst at Trade Nation, to ask the harder question: is Britain actually broken? Not as a vibe — as a structural economic problem.The pound is down...
2026-07-03
22 min
BlockTalk AI
484 - Crypto’s Expanding Influence: From AI Investments to Political Campaigns
484 - Crypto's Expanding Influence: From AI Investments to Political Campaigns 2026-07-02 Explore the latest developments in the crypto world as Ethereum backers launch a nonprofit to drive institutional adoption, Emperi Digital considers selling Bitcoin to fund an AI data center, and Oobit expands its Tether-backed Visa card into new markets. Plus, discover how crypto companies are significantly investing in the 2026 US midterms. Sources: https://www.tradingview.com/news/cointelegraph:b802fa584094b:0-ethereum-backers-launch-nonprofit-to-lead-institutional-adoption-efforts/ https://cryptonews.net/news/finance/33087869/ https://www.tradingview.com/news/invezz:699522564094b:0-oobit-expands-tether-backed-crypto-visa-card-to-guatemala-paraguay/ https://gizmodo...
2026-07-02
16 min
ValueInvest – Aktienanalysen & Börsen-News
Lululemon Aktie: Kennzahlen und Kursverlauf widersprechen sich
Lululemon handelt auf einem historischen Bewertungstief — über sechzig Prozent unter dem Höchstkurs, mit einer nahezu schuldenfreien Bilanz und starkem China-Wachstum. Gleichzeitig ist Nordamerika im Comparable-Sales-Rückgang, das CEO-Amt unbesetzt bis September, und der Margendruck durch Tarife real. Daniel und Jochen analysieren Bull Case, Bear Case, die Burry-Position und fragen: Was muss strukturell wahr sein, damit diese These aufgeht? Keine Anlageberatung.Daten vom 24. Juni 2026Stimme: Sadaltager & EnceladusDiese Folge wurde vollständig KI-produziert (Claude, Google Cloud TTS). Die Stimme ist synthetisch, die Zahlen sind es nicht.Keine Anlageberatung: Wir sind Hobbyinvestoren, keine...
2026-07-01
23 min
Zero Sum
BREAKING: Strait of Hormuz closed, again? Oil shock, peace talks, and what happens next.
On Saturday the 20th of June, 2026, Iran announced closure yet again for the Strait of Hormuz...The US and Iran have confirmed a deal to reopen the Strait of Hormuz, ending a 3.5-month blockade that choked off roughly a fifth of global oil flows. Markets reacted fast.Asian stocks surged as much as 5.7%, and Brent crude fell more than 4% in early Monday trading. The winners and losers are already taking shape. Airlines, hammered all year by sky-high jet fuel costs, are the most obvious beneficiaries. Tankers, the hot trade of Q1, face a sharp reversal...
2026-06-20
28 min
Zero Sum
SpaceX IPO: is Elon Musk asking for too much?
SpaceX is going public, and the numbers are staggering. A $1.75 trillion valuation and a $75 billion raise make this one of the most anticipated, and most controversial, IPOs in Wall Street history. But is it actually worth it?In this episode of Invezz Zero Sum, host Harsh Vardhan sits down with David Morrison, Senior Market Analyst at Trade Nation, to break down what SpaceX's IPO really means for investors. They dig into how the company is being valued, what risks the market might be ignoring, and whether retail investors should be excited... or very, very cautious.If you have ever...
2026-06-11
28 min
Crypto News Daily
SBF Seeks Presidential Pardon, Strategy Buys 1550 Bitcoin, Bitcoin Rebounds Amid Tensions, EDGE Pro Seeks Crypto Revolution, and more...
(0:10): Sam Bankman-Fried Seeks Presidential Pardon Amid $11 Billion Forfeiture and Crypto Market Turmoil(2:08): Strategy Buys 1,550 Bitcoin at $101.3M Amid Market Caution, Influences Liquidity Talks(4:23): Bitcoin Rebounds Amid Strategy Inc. Moves and Geopolitical Tensions, Traders Cautious(6:35): EDGE Pro Launches with $29.2M Funding to Revolutionize Crypto Trading for Institutions(8:46): UK FCA Proposes 10% Crypto ETN Cap for Investment Funds Amid Regulatory PushTo subscribe visit https://www.brief.news.For more updates in your inbox each morning visit www.brief.news. Image credit: invezz.com
2026-06-09
10 min
RECAST [keizai] NEWS (聞く経済ニュース)
【6/7】指数ファンドが値段を見ずに買う日─SpaceX上場の落とし穴
SpaceX上場で、指数ファンドは赤字企業を価格を問わず買わされる。浮動株はわずか4.3%。強制される買いと枯れる流動性、相場を動かすのはどちらでしょうか。史上最大のSpaceX上場を起点に、ナスダックの強制組み入れと流動性の吸い上げ、IPOラッシュがもたらす需給の変化、ビットコインや日本株への波及まで、最新のマーケットを市場の仕組みから解説します。-----[公式noteで詳細テキストレポート公開中!]https://note.com/kiku_keizai-----・SpaceX史上最大IPO 6月12日上場と1.75兆ドルの評価・ナスダック100の強制組み入れと指数ファンドの買い・浮動株4.3%と固定価格135ドルが生む需給の歪み・IPOラッシュの流動性吸い上げ OpenAIとAnthropicの上場・モーニングスター7800億ドル評価とxAI統合の赤字・ソフトバンクのOpenAI出資と日本株への波及・ビットコインとリスク資産への流動性波及-----一次情報ソース・CNBC https://www.cnbc.com/2026/06/03/spacex-ipo-stock-price-roadshow-musk.html・テックタイムズ https://www.techtimes.com/articles/317793/20260604/spacex-ipo-roadshow-launches-fixed-price-wall-street-says-stock-worth-half-ask.htm・インヴェズ https://invezz.com/news/2026/06/03/standard-chartered-says-spacex-anthropic-openai-ipos-will-weigh-on-stock-market/・トレーディングキー https://www.tradingkey.com/analysis/stocks/us-stocks/261938698-spacex-openai-anthropic-ipo-valuation-ai-infrastructure-bubble-risk-liquidity-lockup-expiry-profitability-tradingkey・ソフトバンクグループ https://group.softbank/news/press/20260227・ブルームバーグ https://www.bloomberg.com/jp/news/articles/2026-04-20/TDROIMT96OSH00
2026-06-07
11 min
Zero Sum
The $1.75 trillion question: Is SpaceX IPO worth the hype?
Elon Musk filed the paperwork on April 1. No, really.In this episode of Zero Sum, I'm joined by Wajeeh Khan — stock market analyst at Invezz — to break down what the SpaceX IPO actually means for markets, for retail investors, and for the question nobody on Wall Street wants to answer out loud: is a $1.75 trillion valuation real, or is it the most expensive story ever sold on a Nasdaq listing?We get into why Starlink is carrying the entire financial case for a company that lost nearly five billion dollars last year, what the xAI merg...
2026-05-24
23 min
Zero Sum
Trump meets Xi: The power play in China
Trump landed in Beijing. Xi was waiting. And somewhere on Air Force One, Jensen Huang was probably thinking about chip export controls.In this episode of Zero Sum, I am joined by Clem Chambers — investor, author, and CEO of aNewFN— to break down what the Trump-Xi summit actually means for markets, for the AI war, and for the Taiwan question that nobody in the room wanted to answer out loud. We get into why artificial intelligence has become the single most contested battleground in US-China relations, whether the billionaire delegation was genuine diplomacy or very...
2026-05-16
22 min
Zero Sum
Musk vs Altman: the lawsuit that could break AI
Elon Musk gave $38 million to a nonprofit. That nonprofit is now worth $852 billion. And Elon wants $134 billion of it back. Welcome to the most expensive donor's remorse in Silicon Valley history. This week on Zero Sum, we dig into the trial that could blow up the biggest IPO Wall Street has ever seen — a company losing $14 billion a year, a CEO with zero equity, and a courtroom bombshell where Musk admitted his own AI trained on OpenAI's models.Chapters:00:46 OpenAI Origins And Lawsuit01:18 Meet The Analyst02:05 Musk Motives An...
2026-05-11
25 min
The AI Operator
Week of May 11, 2026
80,000 tech workers laid off in four months — and the CEO of OpenAI just admitted a lot of it is "AI washing." Meanwhile, entry-level AI skills now pay a 56% wage premium and Anthropic just got Goldman Sachs to back a $1.5B venture to embed AI engineers in private-equity portfolios. The hiring narrative is being weaponized in two directions, and the smart move is neither panic-firing nor panic-hiring.This week on The AI Operator, Shaun cuts through the noise:The "AI Washing" confession — Sam Altman openly conceded that companies are blaming AI for layoffs they would've made anyw...
2026-05-11
22 min
Pleb UnderGround
1800_ Gain! - That's what happened last time this signal flashed
✔️ Bitcoin bear market bottoms tend to form when multiple models converge✔️ 69k -> 78k -> 42k -> 240k✔️ RSI on Bitcoin has marked the exact bottom the last three times✔️ 1800% That's what followed last time we saw this signal flash✔️ Bitcoin ETFs saw highest inflows yesterday, since the U.S.–Iran war began.✔️ Retire on Bitcoin✔️ SEC crypto plan heads to White House, safe harbor rules take shape✔️ Wrench attacks on the rise✔️ Blitzwallet paylinks are coming✔️ Sovereign Bitcoiner Workshop✔️ Sources:► https://x...
2026-04-08
40 min
RECAST [keizai] NEWS (聞く経済ニュース)
【3/25】プライベートクレジット解約連鎖 大手7社ゲーティング発動の衝撃
2026年Q1、Ares・Apolloを含む大手7社がプライベートクレジットファンドの解約制限を同時発動。AI破壊によるソフトウェア融資の信用毀損、JPMorganのバックレバレッジ縮小、セミリキッド商品の流動性ミスマッチが連鎖する構造を解説します。-----【noteに掲載中の追加レポートはこちら!】聞く経済ニュース活字版https://note.com/kiku_keizai※運営コストを賄うため、noteメンバーシップの登録をご検討よろしくお願いいたします!-----・Ares・Apollo同時ゲーティング発動 — 2兆ドル市場で大手7社に解約制限が連鎖した全容・Blackstone 38億ドル・BlackRock 12億ドル — 記録的償還請求が映すリテール投資家の離反・Blue Owl償還停止とSaba Capitalの35%ディスカウント買付け — セミリキッド商品の矛盾が露呈・AIがソフトウェア融資を蝕む — UBSデフォルト率15%シナリオとFitch過去最高5.8%の現実・JPMorganのソフトウェア担保マークダウン — バックレバレッジ縮小が増幅するデレバレッジ連鎖・Goldman Sachsが警告するリテールファンド純流出の長期化と機関投資家の逆張り機会・イラン情勢とFRB高金利長期化 — 借り手企業の利払い負担を圧迫するマクロ環境の三重苦-----・Bloomberg https://www.bloomberg.com/news/articles/2026-03-24/ares-limits-private-credit-fund-withdrawals-as-redemptions-surge・Bloomberg https://www.bloomberg.com/news/articles/2026-03-24/ares-apollo-fall-as-firms-curb-private-credit-fund-redemptions・Bloomberg https://www.bloomberg.com/news/articles/2026-03-02/blackstone-allows-investors-to-pull-record-7-9-from-bcred-fund・Bloomberg https://www.bloomberg.com/news/articles/2026-02-02/private-credit-defaults-would-hit-13-in-ubs-worst-case-for-ai・Bloomberg https://www.bloomberg.com/news/articles/2026-02-20/saba-and-cox-announce-tender-offers-for-blue-owl-bdc-shares・Capital Brief https://www.capitalbrief.com/briefing/ares-limits-withdrawals-from-usd107b-private-credit-fund-8e90b759-966c-47bb-bb1e-9de2d6f6e021/・Reuters https://srnnews.com/apollos-private-credit-fund-limits-investor-withdrawals-after-redemption-requests-surge/・CNBC https://www.cnbc.com/2026/03/11/jpmorgan-reins-lending-private-credit-marks-down-software-loans.html・CNBC https://www.cnbc.com/2026/02/09/private-credit-software-firms-fall-ai-fears.html・CNBC https://www.cnbc.com/2026/02/23/blue-owl-software-private-credit-cockro...
2026-03-25
23 min
The Signal
The Signal — 2026-03-22
The Signal — 2026-03-22 Source material: aibtc.news Coverage window: 2026-03-22 through 2026-03-22 UTC Signals Covered BTC slides to $68K as pre-Phase 0 jitters meet macro headwinds Beat: Bitcoin Macro Correspondent: Sonic Mast BTC address: `bc1qd0z0a8z8am9j84fk3lk5g2hutpxcreypnf2p47` Sources: Sonic Mast BTC Macro Oracle Visa and Stripe Launch Competing AI Agent Payment Infrastructure on Same Day Beat: Agent Economy Correspondent: Ionic Anvil BTC address: `bc1q7zpy3kpxjzrfctz4en9k2...
2026-03-22
07 min
RECAST [keizai] NEWS (聞く経済ニュース)
【2/21】米最高裁トランプ関税に違憲判決 イラン緊迫で原油急騰
米最高裁がトランプ関税を6対3で違憲判決。大統領は即座に新10%関税を発表し対抗。イラン核問題で軍事攻撃示唆、原油は6ヶ月ぶり高値。Etsy決算好調で急騰、Alphabetも上昇。プライベートクレジット市場に懸念広がる。-----【noteに掲載中の追加レポートはこちら!】聞く経済ニュース活字版https://note.com/kiku_keizai※運営コストを賄うため、noteメンバーシップの登録をご検討よろしくお願いいたします!-----・米最高裁6対3でトランプ関税を違憲判断、還付額は最大1750億ドル規模か・トランプ大統領がイランに10〜15日の最後通牒、軍事攻撃準備進む・原油6ヶ月ぶり高値、WTI66ドル台でホルムズ海峡リスク警戒・関税判決で安堵ラリー、S&P500とナスダックともに上昇・Etsy決算好調でDepop12億ドル売却発表、株価21%急騰・Alphabet4%上昇、Gemini3.1 Pro展開でAI収益期待高まる・金5000ドル突破、イラン緊張で安全資産需要継続・プライベートクレジット懸念でApolloやKKRなど軒並み下落-----・NPR https://www.npr.org/2026/02/20/nx-s1-5672383/supreme-court-tariffs・Bloomberg https://www.bloomberg.com/news/articles/2026-02-20/trump-s-iran-ultimatum-sets-stage-for-strike-during-iaea-meeting・CNBC https://www.cnbc.com/2026/02/20/oil-prices-trump-us-iran-conflict-strikes-energy.html・Benzinga https://www.benzinga.com/markets/earnings/26/02/50717817/highly-shorted-stock-etsy-skyrockets-thursday-heres-why・Investing.com https://www.investing.com/news/earnings/etsy-shares-surge-on-depop-deal-fourthquarter-earnings-beat-4513278・Invezz https://invezz.com/news/2026/02/20/why-is-alphabet-stock-soaring-over-4-today/・Reuters/Yahoo Finance https://finance.yahoo.com/news/apollo-blackstone-execs-offer-reassurance-111045472.html・Morningstar https://www.morningstar.com/stocks/why-alts-manager-stocks-are-getting-hit-hard-----#米国株 #関税 #イラン #原油 #聞く経済ニュース-----
2026-02-21
13 min
RECAST [keizai] NEWS (聞く経済ニュース)
【2/10】ソフトウェア株崩落、AIバブル論争が再燃
SaaS大手のServiceNowやSalesforceが約7%急落し、テクノロジーセクター内で半導体との二極化が鮮明に。Anthropic Claude Coworkの発表がエンタープライズソフトウェア全体へのAIディスラプション懸念を加速させています。-----【追加レポートはこちら!】聞く経済ニュース活字版https://note.com/kiku_keizai-----・Anthropic Claude Coworkが引き金、ソフトウェア株に売り殺到・JPMorgan「裁判前に判決」SaaS企業への厳しい市場評価・Morningstar分析、テクノロジーセクター16%ディスカウントの内訳・半導体vs ソフトウェア、テック内二極化が歴史的水準に・小売投資家はMicrosoft買い向かうも半導体には売り姿勢継続・2016年と2026年のSaaS暴落、バリュエーション調整と存在意義の違い・AIバブルか構造転換か、専門家の見解が二分-----・CNBChttps://www.cnbc.com/2026/02/02/stock-market-today-live-updates.html・Invezzhttps://invezz.com/news/2026/02/04/heres-why-software-stocks-like-adobe-salesforce-servicenow-atlassian-are-crashing/・BNN Bloomberghttps://www.bnnbloomberg.ca/business/2026/02/04/us-software-stocks-hit-by-anthropic-wake-up-call-on-ai-disruption/・Bloomberghttps://www.bloomberg.com/news/articles/2026-02-04/software-stocks-are-now-sentenced-before-trial-jpmorgan-says・Morningstarhttps://www.morningstar.com/markets/us-stock-market-outlook-where-we-see-investing-opportunities-february・Janus Hendersonhttps://www.janushenderson.com/corporate/article/quick-view-saas-isnt-dead-bu...
2026-02-10
25 min
AIがAIのニュースを語る番組
"GPUが止まる国"で、生成AIはどう進化するのか――中国のH200制限と「国産フルスタック学習」が示す未来
中国がNVIDIA製H200の輸入を実質制限し、独自の半導体基盤構築へシフトしている。ZhipuがHuawei製チップのみで画像生成AIの学習を完了させたことは、モデル性能だけでなく計算基盤の自立性が競争軸になったことを示す。生成AIは単なるソフト開発から、チップや電力含むフルスタックな国策競争へ変化している。# 参考記事〇中国、現時点でエヌビディア「H200」輸入許可せず=関係筋(2026/01/14)https://jp.reuters.com/world/us/LIC2CTP5KNL2RLHEP3FCAWTYPI-2026-01-14/〇中国、一部企業のAI半導体H200購入「特別な状況下」のみ承認=報道(2026/01/13)https://jp.reuters.com/world/us/VIKPTDYJSNO2XI4Q6RN4RW7FZM-2026-01-13/〇米、エヌビディア「H200」の対中輸出を承認(2026/01/13)https://jp.reuters.com/markets/global-markets/RZSFFJTNAJPQRJWGWM5S2GTETE-2026-01-13/〇中国の半導体製造株、エヌビディアのH200販売制限報道で上昇(2026/01/??)https://jp.investing.com/news/stock-market-news/article-1383582〇中国の「AI虎」知譜、華為製チップのみで訓練した新モデルを発表(2026/01/??)https://jp.investing.com/news/stock-market-news/article-1383593〇Zhipu's GLM-Image: first Chinese AI model fully trained on domestic Huawei Ascend chips(2026/01/14)https://www.indexbox.io/blog/zhipus-glm-image-first-chinese-ai-model-fully-trained-on-domestic-huawei-ascend-chips/〇China's Zhipu trains AI image model on Hua
2026-01-17
14 min
Mütze & Glatze
MuG004 - von Leads, Leiden und Bedächtigkeit
Erwähnte Links Google-Tests mit Anzeigen für Häuser zum Verkauf erschüttern Immobilienaktien; Zillow, CoStar-Rutsche https://invezz.com/de/news/2025/12/15/google-tests-mit-anzeigen-fur-hauser-zum-verkauf-erschuttern-immobilienaktien-zillow-costar-rutsche/ Spiegel Mining - überraschende Insights aus öffentlichen Daten https://www.youtube.com/watch?v=-YpwsdRKt8Q Takeaways Die Woche steht für mich unter dem Zeichen des Weihnachtsterns. Ich bin zur Familie gepilgert, um die IT-Probleme zu lösen. Das ganze Jahr war anstrengend. Es gibt auch ein Leben ohne Scout. Wenn etwas kostenlos ist, bist du das Produkt. Datenhandel ist immer die Frage, was wird gehandelt. Der klassisc...
2025-12-25
56 min
This Week in Bitcoin
81: The Inequality Pump
Bitcoin’s quiet, the macro isn’t. Assets are gearing up for lift-off while non-holders get crushed by rising costs and policy chaos, what Bitcoiners should prepare for. And why the Samourai sentencing lands as a cold warning. Episode Links 🇺🇸 Buy Sats on River - The best way to stack in the US 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform ⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning 🏦 Fold Card - Pay bills Stack Sats 💵 SALT Lending - Get access to your BTC Value w/out Selling Show Notes Why Bitcoin’s Sideways Trend...
2025-11-12
58 min
This Week in Bitcoin
81: The Inequality Pump
Bitcoin’s quiet, the macro isn’t. Assets are gearing up for lift-off while non-holders get crushed by rising costs and policy chaos, what Bitcoiners should prepare for. And why the Samourai sentencing lands as a cold warning. Episode Links 🇺🇸 Buy Sats on River - The best way to stack in the US 🇨🇦 The Bitcoin Well - An amazing automatic self-custody Bitcoin platform ⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning 🏦 Fold Card - Pay bills Stack Sats 💵 SALT Lending - Get access to your BTC Value w/out Selling Show Notes Why Bitcoin’s Sideways Trend...
2025-11-12
58 min
Adam's Favorite Podcasts
This Week in Bitcoin - 81: The Inequality Pump
Bitcoin’s quiet, the macro isn’t. Assets are gearing up for lift-off while non-holders get crushed by rising costs and policy chaos, what Bitcoiners should prepare for. And why the Samourai sentencing lands as a cold warning. Episode Links Buy Sats on River - The best way to stack in the US The Bitcoin Well - An amazing automatic self-custody Bitcoin platform ⚡ The Bitcoin Company - Spending your Bitcoin Via Lightning Fold Card - Pay bills Stack Sats SALT Lending - Get access to your BTC Value w/out Selling Show Notes Why Bitcoi...
2025-11-12
58 min
The World Crypto Network Podcast
The Bitcoin Group #464 - Spooky Tariffs - ETH Rises - 3.69B - Generally…
The government plans to HODL. Generally.FEATURING:Dan Eve (https://x.com/Cryptopoly)Ben Arc (https://twitter.com/ArcBtc)Thomas Hunt (https://twitter.com/MadBitcoins)THIS WEEK: ———Bitcoin dips below $115K as Trump tariff order fails to comfort investorshttps://cointelegraph.com/news/bitcoin-dips-below-115k-as-trump-tariff-order-fails-to-comfort-investorsSource: CointelegraphWhy ethereum is suddenly beating bitcoinhttps://www.msn.com/en-us/money/markets/why-ethereum-is-suddenly-beating-bitcoin/ar-AA1JIfqiSource: MSNMetaplanet files $3.69 billion stock plan to fund 210,000-Bitcoin target by 2027https://invezz.com/news/2025/08/01/metaplanet-files-3-69-billio...
2025-08-08
53 min
BlockHash
Ep. 526 John Adam | Enhancing Corporate Software with AI Solutions at Aimprosoft
For episode 526, Brandon Zemp is joined by John Adam CRO of Aimprosoft, an "AI-proactive" tech consultancy and software development partner. He came into the tech consultancy sector after his own volatile experience of investing in custom software development during his time as co-founder and COO of iNVEZZ.com between 2013 and a 2017 exit. He has 20 years of international experience in leadership and consulting roles spanning 3 sectors. Get in touch with Aimprosoft if you are spending more on software development than you need to in 2025, or have business inefficiencies or opportunities you would like an ROI-focused...
2025-06-03
50 min
The World Crypto Report
Coinbase on Trial, Bitcoin at Checkout, and Slovenia's Crypto Reset
Oregon takes Coinbase to court (0:41), Chile gets access to a new stablecoin (2:02), and Switzerland tests Bitcoin at the supermarket (3:10). Plus: Slovenia plans a 25% tax on personal crypto gains, marking a major shift in European regulation (4:21). This is your essential update on the forces shaping what's next in money. More on stories and articles mentioned or referenced in this episode: Oregon sues Coinbase, seeks to fill federal 'enforcement vacuum', by Matthew Kish, The Oregonian/OregonLive. https://www.oregonlive.com/business/2025/04/oregon-sues-coinbase-seeks-to-fill-federal-enforcement-vacuum.html Oregon Is Trying to Revive Regulation by Enforcement...
2025-04-21
07 min
Firi - Ugens Kryptosnak
Ugens Kryptosnak Uge 14 - 📊 Ny nordisk undersøgelse om krypto 🇺🇸 Trump og kryptoeventyr 💰 🗾 Japan anerkender krypto som finansielt produkt 🏠 Ejendomme på blockchain
Landskabet udvikler sig hastigt i krypto-verdenen, og det kan være svært at nå at følge med i de mange nye ting, der sker, og ikke mindst vide om det er begivenheder, der kan få en impact på industrien, eller om det bare er hypet af medierne.I "Ugens kryptosnak" udvælger vi historier om ugen, vi syntes der er værd at drøfte, og snakker om hvorfor vi syntes historierne er relevante, og hvilken betydning de kan få.Panel i denne episodePatrik, Wolt
2025-04-02
58 min
Simply Economics, from Mexico
Walmart’s $6 Billion Bet on Mexico and Trump’s Auto Tariff Impact
In today's episode, we explore Walmart's ambitious $6 billion investment in Mexico, aimed at expanding its store network and boosting employment. We also delve into President Trump's new 25% tariff on imported vehicles, examining its potential repercussions on Mexico's automotive industry and U.S. car prices. Join us for an in-depth analysis of these major economic developments and their broader implications. Sources: https://www.riotimesonline.com/walmart-commits-6-billion-to-mexico-expansion-creating-5500-jobs/ https://www.morningstar.com/news/dow-jones/202503279751/wal-mart-de-mexico-to-invest-over-6-billion-in-new-stores-centers-in-2025-update https://www.investing.com/news/stock-market-news/walmart-announces-6-billion-investment-plan-in-mexico-for-2025-93CH-3952318 https://www.france24.com/en/live-news/20250327-walmart-to-invest-billions-in-mexico-despite-us-tariff-threat ...
2025-03-28
07 min
Duo Digitale
De Mimimi beim Urnengang
Die Themen: Marcel ist zurück aus der Winter-Zuflucht, und wir sind gerade rechtzeitig zur Wahl wieder auf Sendung; Wir fragen uns, wie die Meinungsfindung vor dieser Wahl eigentlich digital beeinflusst wird und stellen fest, dass es überhaupt nur noch um Meinungen geht; Marcel untersucht die "de minimis"-Regel auf den Mimimi-Faktor, und wir stellen fest, dass Regulierung gar nicht nur schlecht ist, Innovation und Mut im Handel aber noch viel mehr Potenzial haben; O Sohle mio – was ist nur mit dem Schuhfachhandel geschehen? Insolvenzen, sinkende Umsätze – ist da etwa ein kompletter Fachhandelszweig in Gefahr?; Ja, der ECD kommt a...
2025-02-18
52 min
wieCommerce?
#75 - USA schafft Zollfreigrenzen ab, TikTok Bann Update, OpenAI öffnet München Office, Netflix steigt in Podcasts ein & mehr News von Amazon, Shopify, SHEIN, JD.com, Netflix, YouTube | #kassensturz
In der heutigen #kassensturz Folge, unseren Marketing & eCommerce News, geht es unter anderem um folgende Themen:(00:00) Intro(03:55) Perplexity zieht massiv Nutzer mit neuer Super Bowl Aktion(09:00) USA schafft De-Minimis Regel ab & verhängt neue Zölle(23:42) TikTok Bann Update(33:23) Criteo Earnings & Retail Media Markt-Insights(44:47) Amazon Earnings(52:15) Shopify Earnings(52:55) Bergfreunde wächst auf 313 Mio. Euro (+15%)(53:34) SHEIN Aktien-Deal von FBI Kandidat Kash Patel(56:00) JD.com interested in buying Ceconomy(57:16) Elon Musik will OpenAI kaufen(1:00:02) OpenAI kommt nach Mün...
2025-02-17
1h 07
Annotote TLDR
Gaming: The state of the video game industry and Ubisoft $UBSFY
What's the past/present/future of the gaming industry and Ubisoft? Some video game macro and micro: Overview of the video game industry – its history and evolution; market size, structure, and economics; plus current state and outlook Ubisoft $UBSFY deep dive – its current predicament; competitive advantages/disadvantages; financials; and future, including upcoming game releases and other catalysts This podcast is AI-generated with NotebookLM, using the following sources, research, and analysis: The Historical Evolution of the US Video Game Industry: Applying the Industrial Organization Model (UGA, Seo, 2002) Structure and Competition in the US Home Video Game Industry (UMichigan, Williams, 2008) Vertical Integration, Excl...
2024-10-18
09 min
Min Börsdagbok
Månadsinsättning 39 - Min favoritaktie gungar
Äntligen inspelning efter en veckas försening.Idag går jag igenom vad jag handlade till Börsdagbokens portfölj i April.Den trettionionde månadsinsättningen hörrni!Avsnitten kanske får vänta ibland med månadsinsättningarna dom rullar på efter varje lön.Idag berättar jag även vad jag lärt mig om dagens Räntor för vårat Bolån.Virgin Galactic får ett eget kapitel för där har det hänt lite saker...Det blir även Solana VS Bitcoin, Nordnet Vs Avanza!och...
2024-04-28
36 min
Bitcoin Roundup by Coinbits
Seeking Bitcoin’s Fair Value with Dan Ashmore
Next up on our podcast, we're thrilled to host Dan Ashmore, an author of "Bitcoin, Money & Human Beings" and Head of Research for Invezz & CoinJournal.Interested in joining our live discussions? Tune into our Twitter Spaces every week! Follow us at https://www.twitter.com/coinbitsapp.Turn your spare change into bitcoin: https://coinbits.app/product-features/round-upsFollow Dan on Twitter: https://twitter.com/DanniiAshmore Hosted on Acast. See acast.com/privacy for more information.
2023-06-12
51 min
Bitcoin Roundup by Coinbits
Seeking Bitcoin’s Fair Value with Dan Ashmore
Next up on our podcast, we're thrilled to host Dan Ashmore, an author of "Bitcoin, Money & Human Beings" and Head of Research for Invezz & CoinJournal.Interested in joining our live discussions? Tune into our Twitter Spaces every week! Follow us at https://www.twitter.com/coinbitsapp.Turn your spare change into bitcoin: https://coinbits.app/product-features/round-upsFollow Dan on Twitter: https://twitter.com/DanniiAshmore Hosted on Acast. See acast.com/privacy for more information.
2023-06-12
51 min
Crypto Granny talks Cryptocurrency Markets 10th July 2023
Crypto Granny talks Cryptocurrency markets 6th June 2023 - Gensler is killing Crypto markets
Crypto Granny talks Cryptocurrency markets6th June 2023Gensler is killing the Cryptocurrency marketsToday I talk about the following:1. RBA rate rises again2. https://cryptodaily.co.uk/2023/06/sec-gensler-is-dedicated-to-bringing-crypto-down3. https://blockworks.co/news/gary-gensler-national-disgrace?ref=biztoc.com4. https://coingeek.com/sec-sues-binance-for-calculated-evasion-of-us-securities-law/5. https://cryptoslate.com/seven-key-points-from-the-secs-charges-against-binance-and-binance-us/6. https://www.coinspeaker.com/sec-sues-binance-securities-rules/7. https://cointelegraph.com/news/sec-labels-61-cryptocurrencies-securities-after-binance-suit8. https://www.theblock.co/post/233270/sec-sues-coinbase-binance9. https://thedefiant.io/ripple-wants-to-integrate-cbdcs-with-defi10. https://u.today/xrpl-smart-contract-hooks-passed-third-party-security-audit11. https://invezz.com/news/2023/06/06/okx-crypto-com-and-bybit-benefit-as-binance-crypto-outflows-surge/12. https://www.ethnews.com/hedera-enables-tokenization-of-home-equity-quarter-and-toko-collaborate-on-revolutionary-digital-asset-platform/
2023-06-07
28 min
Crypto Granny talks Cryptocurrency Markets 10th July 2023
Crypto Granny talks Cryptomarkets 30th May 2023
Crypto Granny talks Cryptocurrency markets30th May 2023China could come back into Crypto marketsExpectation Ripple to win against the SECToday I talk about the following1. https://www.coinspeaker.com/bitcoin-ordinals-10m-inscriptions/2. https://www.coindesk.com/tech/2023/05/30/bitcoin-mining-difficultys-record-setting-streak-shows-no-signs-of-stopping/?utm_medium=referral&utm_source=rss&utm_campaign=headlines3. https://www.coinspeaker.com/us-treasury-yields-congress-debt-ceiling/4. https://news.bitcoin.com/robert-kennedy-jr-slams-sec-for-protecting-banks-instead-of-american-people-calls-for-crypto-friendly-commissioners/5. https://cryptonewsland.com/uae-and-hong-kong-team-up-for-crypto-regulation-framework/6. https://cryptoticker.io/en/chinas-potential-crypto-ban-lift-could-trigger-crypto-market-explosion/7. https://cointelegraph.com/news/crypto-firms-hong-kong-licenses-june-retail-opening8. https://cryptopotato.com/okx-publishes-7th-por-report-with-10b-in-crypto-assets-continues-expansion/
2023-05-31
35 min
Crypto Granny talks Cryptocurrency Markets 10th July 2023
Crypto Granny talks Cryptomarkets 29th May 2023 - China could come back into Crypto markets this would be huge people
Crypto Granny talks Cryptocurrency markets29th May 2023China could come back into Crypto marketsthis would be huge peopleToday I talk about the following:1. • Lifting China's ban on cryptocurrencies would have a significant global impact, stimulating demand, boosting prices, and promoting wider acceptance of digital currencies.• The specifics of China's shift in stance on cryptocurrencies are uncertain, and the global crypto community is closely monitoring the developments.• The anticipation of China lifting the crypto ban is high, with industry leaders highlighting its import...
2023-05-29
20 min
News-Scroll Headlines
Dangote is set to launch his Oil Refinery this month, 8th May 2023
"Breaking News: Dangote is set to launch his Oil Refinery this month, and the Presidential Petition Tribunal, Starts today. - this and more, are the latest developments happening in Nigeria.This is a quick summary of Nigeria News Headlines on News scroll, at Midday. I am Lola, and Today is 8th May, 2023. Here are top News Headlines, filtered from multiple sources.Dangote Refinery is scheduled for launch, by President Muhammadu Buhari, on May 22, 2023. Report by, Leadership NG.The presidential election petition tribunal has commenced its proceedings in Abuja, today. Report by, Daily Post. Our final 3 Headlines are as reported by...
2023-05-08
01 min
Crypto Granny talks Cryptocurrency Markets 10th July 2023
CryptoGranny talks Cryptocurrency markets 14th April 2023
Crypto Granny talks Cryptocurrency Markets 14th April 2023Today I talk about the following:1. https://www.theblock.co/post/226334/house-republicans-blast-gensler-over-bankman-fried?ref=biztoc.com2. https://blockworks.co/news/house-committee-sec-bankman-fried?ref=biztoc.com3. https://www.coindesk.com/business/2023/04/14/crypto-exchange-bitrue-drained-of-23m-in-hack-of-ether-shiba-inu-other-tokens/?utm_medium=referral&utm_source=rss&utm_campaign=headlines4. https://bitcoinist.com/bitcoin-futures-trading-coming-to-lseg/5. https://www.coindesk.com/business/2023/04/14/asia-based-digital-asset-firm-hashkey-group-introduces-wealth-management-service/?utm_medium=referral&utm_source=rss&utm_campaign=headlines6. https://www.coinspeaker.com/hashkey-wealth-management-platform/7. https://www.coinspeaker.com/amber-sale-japan-subsidiary/?ref=biztoc.com8. https://cryptopotato.com/binance-completes-23rd-quarterly-burn-heres-how-much-bnb-was-destroyed/?ref=biztoc.com9. https://watcher...
2023-04-17
21 min
Crypto Granny talks Cryptocurrency Markets 10th July 2023
Crypto Granny talks Cryptocurrency markets 10th April 2023
Crypto Granny talks Cryptocurrency Markets for 10th April 2023Today I talk about the following:1. Big events risks this weekend2. https://www.coinspeaker.com/march-job-growth-236000/?ref=biztoc.com3. https://news.bitcoin.com/us-economy-at-risk-of-crash-landing-allianz-warns/4. https://news.bitcoin.com/china-keeps-stockpiling-gold-adds-18-tons-in-march-to-reach-2068-tons-in-national-reserve/5. https://decrypt.co/125799/sushiswap-smart-contract-bug-exploited-in-3-3-million-theft6. https://ambcrypto.com/sec-chair-gary-gensler-is-a-bad-faith-regulator-u-s-congressman-tom-emmer?utm_medium=email&utm_source=rasa_io&utm_campaign=newsletter7.https://news.bitcoin.com/report-crypto-exchange-binance-in-new-partnership-that-seeks-to-deepen-crypto-adoption-in-africa/8. https://coinjournal.net/news/report-showing-binance-us-unable-to-find-bank-partners-in-the-us/9.https://cryptoslate.com/jeremy-hogan-highlights-why-xrp-is-not-a-security/10.https://cointelegraph.com/news/lawyer-lays-out-his-reasoning-on-why-xrp-is-not-a-security11. https://coingape.com/ripple-platinum-partner-global-cbdc-conference-xrp-price/12...
2023-04-10
22 min
Money In Bits
Money In Bits Weekend crypto news/stories. ssn3 ep18.
Weekend prices with coingecko.com.🦎 Crypto price analysis, top ten cryptocurrencies in the news. 1) ETH Shanghai hard fork: ETH prices set for more gains vs Bitcoin in April. cointelegraph.com. 2) USDC issuer Circle submits applications to become a licensed crypto provider in France. cryptopolitan.com. 3) Tether supply hits $80B for 1st time since may 2022. cointelegraph.com. 4) Crypto Exchange SushiSwap exploited. dailyhodl.com. 5) Crypto expert Jeremy Hogan predicts possible outcome in SEC lawsuit against Ripple. cryptopolitan.com. 6) Polygon becomes 2nd largest gaming Blockchain. cointelegraph.com. 7) US Treasury Dept. claims criminals and North Korean 'cyber actors' use DeFi to Launder money. dailyhodl.com...
2023-04-10
38 min
Crypto Granny talks Cryptocurrency Markets 10th July 2023
Crypto Granny talks Cryptocurrency Markets 27th March 2023 -Mega bullish
Crypto Granny talks Cryptocurrency Markets 27th March 2023 -Mega bullishToday I talk about the following:1. https://www.bloomberg.com/news/articles/2023-03-25/us-mulls-more-support-for-banks-while-giving-first-republic-time?cmpid=BBD032723_MKT&utm_medium=email&utm_source=newsletter&utm_term=230327&utm_campaign=markets#xj4y7vzkg2. https://cointelegraph.com/news/banking-crisis-pushed-over-286b-to-money-market-funds-in-two-weeks-report3. https://bitcoinist.com/bitcoin-crypto-key-dates-in-the-week-ahead/4. https://news.bitcoin.com/a-look-at-the-feds-recent-custodia-bank-denial-and-the-central-banks-push-back-against-narrow-banking/5. https://www.theblock.co/post/222866/nasdaq-says-institutional-appetite-in-crypto-is-steady-as-it-plots-push-into-custody-trading6. https://cointelegraph.com/news/fujitsu-interested-in-crypto-trading-services-trademark-application7. https://cointelegraph.com/news/first-citizens-snaps-up-silicon-valley-bank-branches-open-monday8. https://www.investing.com/news/economy/top-5-things-to-watch-in-markets-in-the-week-ahead-3040064?utm_source=responsys&utm_medium=email&utm_campaign=Weekend...
2023-03-30
41 min
Crypto Granny talks Cryptocurrency Markets 10th July 2023
Crypto Granny talks Cryptocurrency markets 16th Feb 2023 mega rally - bear market trap here
Crypto Granny talks Cryptocurrency Markets 16th Feb 2023 - Mega bullish = a BEAR MARKET TRAPToday I talk about the following:1. Bear market trap - people will sell BTC over 25,000 and they will be wrong huge buying coming and more 2. https://cryptoslate.com/hong-kong-legalizes-crypto-trading-sparking-outcry-from-brian-armstrong/Hong Kong to Make Crypto Trading Legal for Citizens on June 1st, Says KOLCrypto熊猫, a crypto KOL, said on Twitter that Hong Kong will officially make crypto purchase, sell and trading fully legal for all of its citizens on June 1st, 2023. "Asian currency based stablecoin coming out of H...
2023-02-17
31 min
Crypto Granny talks Cryptocurrency Markets 10th July 2023
Crypto Granny talks Cryptocurrency markets 16th Feb 2023 mega rally - bear market trap here
Crypto Granny talks Cryptocurrency Markets 16th Feb 2023 - Mega bullish = a BEAR MARKET TRAPToday I talk about the following:1. Bear market trap - people will sell BTC over 25,000 and they will be wrong huge buying coming and more 2. https://cryptoslate.com/hong-kong-legalizes-crypto-trading-sparking-outcry-from-brian-armstrong/Hong Kong to Make Crypto Trading Legal for Citizens on June 1st, Says KOLCrypto熊猫, a crypto KOL, said on Twitter that Hong Kong will officially make crypto purchase, sell and trading fully legal for all of its citizens on June 1st, 2023. "Asian currency based stablecoin coming out of HK will be a ce...
2023-02-16
31 min
Very sorry have not had a chance to do Podcasts Very sorry have not had a chance to do Podcasts We
Cryptocurrency & Financial Market News, Stats & Data as at 23rd Feb 2022 Australian time 1930pm
Cryptocurrency & FinancialMarket News, Stats & Dataas at 23rd Feb 2022Australian time 1930pmToday I talk about the following:1.Market Stats, Trading models, Technical analysis, Sector performances & liquidity2.Fiat markets, Economics, Central Banks, Regulators and Government news3.Socialmedia, & Greed and Fear index4.Derivative Positions & Leverage & Risk Metrics5. Ripple versus SEChttps://ambcrypto.com/xrp-lawsuit-theres-a-pretty-good-chance-sec-will-lose-all-merits/6. WAR is good for Risk markets https://www.investopedia.com/solving-the-war-puzzle-47808897. https://www.businessinsider.in/cryptocurrency/news/man-in-amsterdam-demanded-200-million-in-crypto-after-taking-apple-store-employee-and-customer-hostage-for-several-hours/articleshow/89765044.cms8.https://cointelegraph...
2022-02-23
20 min
Very sorry have not had a chance to do Podcasts Very sorry have not had a chance to do Podcasts We
Cryptocurrencies & Financial Markets news, Data & Stats 23rd Feb 2022P
Cryptocurrency & FinancialMarket News, Stats & Dataas at 23rd Feb 2022Australian time 1930pmToday I talk about the following:1.Market Stats, Trading models, Technical analysis, Sector performances & liquidity2.Fiat markets, Economics, Central Banks, Regulators and Government news3.Socialmedia, & Greed and Fear index4.Derivative Positions & Leverage & Risk Metrics5. Ripple versus SEChttps://ambcrypto.com/xrp-lawsuit-theres-a-pretty-good-chance-sec-will-lose-all-merits/6. WAR is good for Risk markets https://www.investopedia.com/solving-the-war-puzzle-47808897. https://www.businessinsider.in/cryptocurrency/news/man-in-amsterdam-demanded-200-million-in-crypto-after-taking-apple-store-employee-and-customer-hostage-for-several-hours/articleshow/89765044.cms8.https://cointelegraph...
2022-02-23
20 min
BF Studio Podcast
L'evoluzione di Shiba inu e il mondo Crypto con la ristorazione
Le Crypto stanne iniziando a prendere piede e più va avanti il tempo più penso che queste siano il nuovo trend da seguire non dico che magari sostituiranno i soldi FIAT ( euro in pratica ) ma andranno di pari passo come moneta alternativa, quale delle tante ancora è un mistero, ed è qui che la moneta meme ha iniziato una collaborazione con il ristorante WELLY dove accetterà anche la crypto valuta SHIBA INU.🚀 Iscriviti sulla nostra Community https://www.facebook.com/groups/179487906939899👨💻 Instagram Personale https://www.instagram.com/alessiofire90/💰Link sulla gestione del denaro del mio corso su Udemyhttps...
2022-02-07
16 min
Very sorry have not had a chance to do Podcasts Very sorry have not had a chance to do Podcasts We
Cryptocurrency & Financial news stats & data 11th jan 2022
Cryptocurrency & FinancialMarkets News, Stats& Data for 11th Jan 2022market looks bearish - however starting to look very cheap could be buying in the next couple of daysToday I talk about the following:1. Market Stats, Trading models, Technical analysis, Sector performances & liquidity2. Fiat markets, Economics, Central Banks, Regulators and Government news3. Social media, & Greed and Fear index4. Derivative Positions & Leverage & Risk Metrics5. Goldman Sachs foresees the Fed raising interest rates four times this year versus the previous projection of three rate hikes and...
2022-01-13
19 min
Very sorry have not had a chance to do Podcasts Very sorry have not had a chance to do Podcasts We
Cryptocurrency & Financial Markets News & Stats 4th Jan 2022
Cryptocurrency & Financial MarketsNews & Stats4th Jan 2022https://www.patreon.com/27173686Welcome back everyonePlease see attached: Today I talk about the following:1. Crypto markets 2. Estonia’s Ministry of Finance has clarified that new draft legislation for virtual asset service providers (VASPs) won’t ban cryptocurrencies in the country and will allow their customers to own and trade cryptoassets.3.TAX INVESTIGATION: India’s tax authorities are investigating some of the country’s most prominent cryptocurrency exchanges including CoinSwitch Kuber, CoinDCX, BuyUCoin and Unocoin for potentia...
2022-01-04
19 min
Monero Talk
A MONEROTOPIA 🍾🥂NEW YEAR'S EVE SPECIAL EPI #46 w/ Monero Guerilla Ops!
A MONEROTOPIA HOLIDAY SPECIAL💃🏽🏝🕺🏼: A laid back, chill out session with Chowbungaman, Sunchakr, special guest YOU! The Monero Stickers Group ("Monero Guerilla Ops") from Telegram joins us! They distribute thousands of monero stickers worldwide! If you enjoyed the show & would like to support us, a donation of any size would be greatly appreciated and would mean so much! XMR Donations Accepted (Type in monerotalk.crypto in Cake Wallet): 49GdSCVTTE4TaDknDFn95QGc3mn3g7JZiPKX6QM7ZpuE5cscRFuGNhnjATKnjDHY7tNUQMM63n24uPYbj1AXFBk5KUPnDrL OR you can also help support the channel by purchasing a...
2021-12-31
1h 18
Shattered Soulstone
Diablo Art – Episode 327
In this episode, I talked about the settlement between Activision Blizzard and the EEOC. After that, I pointed out a ton of amazing artwork created by the Diablo community. The last part of the show focuses on forum posts from the Diablo team. Things mentioned in this episode: The Verge posted an article titled: “Activision Blizzard strikes $18 million settlement with US employment watchdog”Kotaku posted an article titled: “Activision Blizzard Settles With Federal Employment Agency For $18 Million (Updated)Business Wire posted a press release titled: “Activision Blizzard Commits to Expanded Workplace Initiatives, Reaches Agreement with the EEOC”IGN...
2021-10-02
00 min
Shattered Soulstone
Diablo Art – Episode 327
In this episode, I talked about the settlement between Activision Blizzard and the EEOC. After that, I pointed out a ton of amazing artwork created by the Diablo community. The last part of the show focuses on forum posts from the Diablo team. Things mentioned in this episode: The Verge posted an article titled: “Activision Blizzard strikes $18 million settlement with US employment watchdog”Kotaku posted an article titled: “Activision Blizzard Settles With Federal Employment Agency For $18 Million (Updated)Business Wire posted a press release titled: “Activision Blizzard Commits to Expanded Workplace Initiatives, Reaches Agreement with the EEOC”IGN...
2021-10-02
00 min
Shattered Soulstone mega feed
Diablo Art – Episode 327
In this episode, I talked about the settlement between Activision Blizzard and the EEOC. After that, I pointed out a ton of amazing artwork created by the Diablo community. The last part of the show focuses on forum posts from the Diablo team. Things mentioned in this episode: The Verge posted an article titled: “Activision Blizzard strikes $18 million settlement with US employment watchdog” Kotaku posted an article titled: “Activision Blizzard Settles With Federal Employment Agency For $18 Million (Updated) Business Wire posted a press release titled: “Activision Blizzard Commits to Expanded Workplace Initiatives, Reaches Agreement with the EEOC” IG...
2021-10-02
00 min
The DRich Show
WEEKLY CRYPTO NEWS & UPDATES
*** This is not Financial Advice; I am not a Financial Advisor ***Coinmarketcap.comThedrichshow.comThedrichshow.wordpress.com/Rumble.com – The DRich ShowAnchor.fm – The DRich Show: Apple Podcasts, Spotify, Google Podcasts, Breaker, Radio Public, Pocket Casts & OvercastFollow me on Twitter @drich5531 or on Gab @drich5531Articles:1. https://coinrivet.com/it/5-billion-allocated-to-develop-the-hedera-ecosystem/2. http...
2021-09-17
31 min
The DRich Show
Polkadot and It's Vast Ecosystem
*** This is not Financial Advice; I am not a Financial Advisor ***Coinmarketcap.comhttps://thedrichshow.wordpress.com/Rumble.com – The DRich ShowAnchor.fm – The DRich Show: Apple Podcasts, Spotify, Google Podcasts, Breaker, Radio Public, Pocket Casts & OvercastFollow me on Twitter @drich5531 or on Gab @drich5531Articles:1. https://www.coingecko.com/en/coins/polkadot2. @Polkadot
2021-07-22
25 min
The DRich Show
SEC out of Control Vs. Ripple
*** This is not Financial Advice; I am not a Financial Advisor ***Coinmarketcap.comBitchute.com – The DRich ShowRumble.com – The DRich ShowAnchor.fm – The DRich Show: Apple Podcasts, Spotify, Google Podcasts, Breaker, Radio Public, Pocket Casts & OvercastFollow me on Twitter @drich5531 or on Gab @drich5531Articles:1. https://u.today/ripple-dumping-all-of-its-moneygram-shares2. https://www.forbes.com/sites/roslynlayton/2021/03/11/sec-stumbles-in-ripple-case-lost-in-a-maze-of-its-own-making/?sh=2794571f2e9b
2021-03-13
28 min
The DRich Show
DOGE Looking Like the Underdoge
*** This is not Financial Advice; I am not a Financial Advisor *** Coinmarketcap.com Rumble.com – The DRich Show Bitchute.com - The DRich Show Anchor.fm – The DRich Show: Apple Podcasts, Spotify, Google Podcasts, Breaker, Radio Public, Pocket Casts & Overcast Follow me on Twitter @drich5531 or on Gab @drich5531 Articles: 1. https://www.forbes.com/sites/billybambrough/2021/02/14/doge-is-underestimated-elon-musks-fav-bitcoin-rival-dogecoin-is-getting-a-surprise-upgrade/?sh=fe97a9065802 2. https://daily2dailynews.com/dogecoin-doge-now-supported-as-payment-option-by-nissan-invezz/ 3. https://www.dailymail.co.uk/news/article-9262649/Elon-Musk-wants-dogecoin-holders-sell-coins.html 4. https://en.wikipedia.org/wiki/Sarah_Bloom_Ra...
2021-02-16
21 min
The Security Token Show
Security Token Show: #77 - How Your Daily Life Will Change With a Stablecoin
Tune in to this episode of the Security Token Show where Kyle Sonlin and Herwig Konings discuss the latest Security Token News and Insights with this week's focus on stablecoins and retail usage! Kyle's Company of the Week: Vonovia - https://www.vonovia.de/en Herwig's Company of the Week: Solidblock - https://www.solidblock.co/ = Stay in touch via our Social Media =Kyle: https://twitter.com/kylesonlin Herwig: https://www.linkedin.com/in/herwigkonings Opinion articles, interviews, and more: https://medium.com/security-token-group All articles that were discussed were sourced from h...
2021-01-20
36 min
The Zexie Experience
Crypto Is Changing The World FUNNY CRYPTOCURRENCY - T.Z.E Podcast
Join us as we go over the cryptocurrency world and talk about how it is affecting our world. The Host: Krasche_z - http://www.twitch.tv/krasche_z Cfreeman21 - http://www.twitch.tv/cfreeman21 Dixieman - http://www.twitch.tv/xdixieman Texicanolive - http://www.twitch.tv/texicanolive The Socials: https://compiled.social/Zexie The Website: https://zexiegaming.com The Sources: Theta Plans: https://cryptoslate.com/theta-labs-co-founder-mitch-liu-on-building-the-future-of-video-delivery-networks/ Theta News: https://cointelegraph.com/news/gaming-platform-ultra-integrates-theta-network-for-live-streaming Price News: https://invezz.com/news/2020/08/19/theta-price-retesting-roadblock/ Contact...
2020-09-04
1h 37
The Security Token Show
Security Token Show: #34 - Security Token Markets & Exchanges 101
Tune in to this episode of the Security Token Show where Kyle Sonlin and Herwig Konings discuss the latest Security Token News and Insights with this week's focus on various types of trading venues for security tokens and understand how they are regulated and how they facilitate trading and settlement differently.= Stay in touch via our Social Media =Kyle: https://twitter.com/kylesonlin Herwig: https://www.linkedin.com/in/herwigkonings Opinion articles, interviews, and more: https://medium.com/security-token-group = Timeline =All articles that were discussed were sourced from https://STOmarket.com/news...
2020-03-10
55 min