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    • DHUnplugged Podcast DHUnplugged Podcast
       
      DHUnplugged #701: Sentiment Pulse
      May 8, 2024 (duration 1h5m)
      [from content:encoded] ...nc. (AMD) Super Micro Computer Inc. (SMCI) Amazon.com Inc. (AMZN) Microsoft Corp. (MSFT) - Names net sold by Schwab clients during the period included: Walt Disney Co. (DIS) PayPal Holdings ...
       
      DHUnplugged #679: Rally Santa Rally!
      November 29, 2023 (duration 1h3m)
      [from description] ... heads is at it again.... Following: - Slap in Face? OpenAI not anticipated to offer MSFT a board seat on its new board, according to The Information - "It’s a sign that the board will pri...
       
      DHUnplugged #676: DCB or BMR?
      November 8, 2023 (duration 57m)
      [from description] ...een good tailwind for the company - Stock closing in on ATH -- H&C Clients own the stock MSFT CHART FOLLOW UP : What to Expect from the Data Deluge - ISM on Friday (Services) - 53 vs 53 las...
       
      DHUnplugged #615: Breaking Worse
      July 20, 2022 (duration 1h5m)
      [from description] ...ith Microsoft - SIDEBAR: Heard someone talking about team ups/projects with MSFT - WHY? Because they are neutral and can be trusted as partner when building. (When did that happen?)
       
      DHUnplugged #609: Hurricane Coming
      June 8, 2022 (duration 1h0m)
      [from description] ... or should we go? PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock […]
      [from content:encoded] ...after the bell, but the company's outlook was lowered due to FX headwinds. --- Microsoft (MSFT) followed suit and provided a rare pre-announcement, warning that it would miss Q4 (June) resul...
      [from itunes:summary] ... should we go? PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
       
       
      DHUnplugged #592: It Is Balloon
      February 2, 2022 (duration 1h3m)
      [from description] ...a big way. PLUS we are now on Spotify and Amazon Music/Podcasts!   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
      [from content:encoded] ...EDICTION (FWIW) - Oversold condition remains ahead of Fed (plus decent numbers from Logi, MSFT and TXN) - Potential for a significant short squeeze ahead of Fed (Squeeze did not occur ahead ...
      [from itunes:subtitle] ...n a big way. PLUS we are now on Spotify and Amazon Music/Podcasts!   See this week’s stock picks HERE Follow John C.
       
      DHUnplugged #591: OOOH A CORRECTION !
      January 26, 2022 (duration 1h3m)
      [from content:encoded] ...DICTION (FWIW) - Oversold condition remains ahead of Fed (plus decent numbers from Logi, MSFT and TXN) - Potential for a significant short squeeze ahead of Fed - If Fed tamps down hawkish ta...
      [from itunes:summary] ...s week? PLUS we are now on Spotify and Amazon Music/Podcasts!   See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
       
      DHUnplugged #579: This Is So Sick
      November 3, 2021 (duration 59m)
      [from description] ... spoil the party. PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow […]
      [from content:encoded] ...news of the name change Players in the MetaVerse - Roblox (RBLX), Microsoft (MSFT), Nvidia (NVDA), Unity Software (U), SNAP (SNAP), AutoDesk (ADSK), Amazon (AMZN) Speaking of Roblox - System...
      [from itunes:summary] ...oil the party. PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
       
      DHUnplugged #566: China Breakdown
      July 28, 2021 (duration 1h0m)
      [from content:encoded] ...ax, Florida, Missouri Earnings Summary (Tuesday After Hours) - After Hours Summary: MSFT +1.5%, AMD +1.1%, GOOG +0.9% higher on earnings; TDOC -8.4%, JNPR -6.9%, CAKE -4.6%, SBUX -3%, AAPL -...
      [from itunes:summary] ...e Pin for AMD! PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
       
      DHUnplugged #551:Flashing Amber
      April 14, 2021 (duration 1h1m)
      [from content:encoded] ...tch by@unusual_whales:@SpeakerPelosi purchased a bunch of MSFT on 3/19, closing price $230.35; 3/31 MSFT wins $22B Army contract; gain of 8.1% by close on 4/5. Just an awesome trader! —...
      [from itunes:summary] ...ommunity investing in blue-chip art. Visit http://www.masterworks.io See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
       
      DHUnplugged #550: Smashing Records
      April 7, 2021 (duration 1h2m)
      [from description] ... are Back – PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock […]
      [from content:encoded] ... to $10,000 from $7,500, according to Electrek — Really pumping the EV idea MSFT – Weaponized Augmented Reality  (WAR) – The U.S. Army said Wednesday that Microsoft has won...
      [from itunes:summary] ...e Back – PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
       
      DHUnplugged #548: Why The Jab?
      March 24, 2021 (duration 1h0m)
      [from content:encoded] ...ing to buy Discord for $10billion – Clubhouse envy? Integration with Xbox? – MSFT expanding gaming footprint  Turkey – Once Again – Turkey’s lira fell dramatically on...
      [from itunes:summary] ...e Back – PLUS we are now on Spotify and Amazon Music/Podcasts! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
      •  
       
    • Wall Street Breakfast Wall Street Breakfast
       
      Snap soars on surprise profit beat, strong revenue forecast
      April 26, 2024 (duration 6m)
      [from description] ...habet (GOOG) (GOOGL) jumps as YouTube, search drive easy revenue beat. (01:55) Microsoft (MSFT) jumps as Azure continues strong growth, aided by AI. (03:21)Episode transcripts seekingalpha.c...
      [from itunes:subtitle] ...ttps://seekingalpha.com/news/4094588-snap-sees-up-to-18-revenue-growth-in-current-quarter-stock-rockets-25-after-hours?source=wsb_podcast:snap_soars_on_surprise_profit_beat_strong_revenue_fo...
      [from itunes:summary] ...habet (GOOG) (GOOGL) jumps as YouTube, search drive easy revenue beat. (01:55) Microsoft (MSFT) jumps as Azure continues strong growth, aided by AI. (03:21)Episode transcripts seekingalpha.c...
       
      Live Nation reportedly faces antitrust lawsuit, shares drop
      April 16, 2024 (duration 6m)
      [from description] ...:32) U.S. government expected to award all CHIPS Act grants this year. (01:28) Microsoft (MSFT) invests $1.5B in UAE-based AI firm G42. (02:17)Episode transcripts seekingalpha.com/wsb.Show l...
      [from itunes:summary] ...:32) U.S. government expected to award all CHIPS Act grants this year. (01:28) Microsoft (MSFT) invests $1.5B in UAE-based AI firm G42. (02:17)Episode transcripts seekingalpha.com/wsb.Show l...
      [from itunes:keywords] chip,livenation,microsoft,samsung,stocks,wallstreet
       
      Nippon Steel stands firm on U.S. Steel acquisition
      April 1, 2024 (duration 5m)
      [from description] ... committed to U.S. Steel (X) deal, highlights growth potential. (00:25) Microsoft-backed (MSFT) startup Rubrik said to prepare IPO filing. (01:44) Rakuten Group (RKUNY) plans to integrate it...
      [from itunes:summary] ... committed to U.S. Steel (X) deal, highlights growth potential. (00:25) Microsoft-backed (MSFT) startup Rubrik said to prepare IPO filing. (01:44) Rakuten Group (RKUNY) plans to integrate it...
      [from itunes:keywords] nipponsteel,rakuten,rubrik,stocks,u.s.steel
       
      Uber settles Australia taxi driver lawsuit, pays $178M
      March 18, 2024 (duration 6m)
      [from description] ...ilding spy satellite network for U.S. space-based intelligence agency. (01:24) LinkedIn (MSFT) to launch gaming within its platform. (02:15)Episode transcripts seekingalpha.com/wsb.Show link...
      [from itunes:summary] ...ilding spy satellite network for U.S. space-based intelligence agency. (01:24) LinkedIn (MSFT) to launch gaming within its platform. (02:15)Episode transcripts seekingalpha.com/wsb.Show link...
      [from itunes:keywords] linkedin,spacex,stocks,uber,wallstreet
       
      Google says Microsoft pitched Bing sale to Apple
      February 26, 2024 (duration 6m)
      [from description] Google (GOOGL) (GOOG): Microsoft (MSFT) offered to sell Bing to Apple (AAPL) when pitching default deal. (00:23) Walt Disney (DIS), Re...
      [from itunes:summary] Google (GOOGL) (GOOG): Microsoft (MSFT) offered to sell Bing to Apple (AAPL) when pitching default deal. (00:23) Walt Disney (DIS), Re...
      [from itunes:keywords] apple,disney,ford,google,reliance,stocks,wallstreet
       
       
      OpenAI’s text-to-video AI model
      February 16, 2024 (duration 6m)
      [from description] OpenAI (MSFT) set to launch a text-to-video AI model. (00:21) Applied Materials (AMAT) surges as AI, interne...
      [from itunes:summary] OpenAI (MSFT) set to launch a text-to-video AI model. (00:21) Applied Materials (AMAT) surges as AI, interne...
      [from itunes:keywords] appliedmaterials,nike,openai,stock,wallstreet
       
      Vegas gets the AI treatment at CES
      January 9, 2024 (duration 6m)
      [from description] Nvidia (NVDA), Microsoft (MSFT) and others roll into CES as Vegas gets the AI treatment. (00:21) Netflix (NFLX) wins account s...
      [from itunes:summary] Nvidia (NVDA), Microsoft (MSFT) and others roll into CES as Vegas gets the AI treatment. (00:21) Netflix (NFLX) wins account s...
      [from itunes:keywords] ces,hewlettpackardenterprise,hpe,junipernetworks,netflix,nvidia,stocks,wallstreet
       
      Sam Altman to lead Microsoft’s new AI team
      November 20, 2023 (duration 6m)
      [from description] Ousted OpenAI CEO Sam Altman joins Microsoft (MSFT) to lead advanced AI team. (00:35) Cruise (GM) CEO Kyle Vogt resigns less than a month after pa...
      [from itunes:summary] Ousted OpenAI CEO Sam Altman joins Microsoft (MSFT) to lead advanced AI team. (00:35) Cruise (GM) CEO Kyle Vogt resigns less than a month after pa...
       
      China reportedly eyes Boeing 737 MAX deal
      November 13, 2023 (duration 6m)
      [from description] ... Boeing (BA) freeze with 737 MAX deal - Bloomberg. (00:23) OpenAI pursues more Microsoft (MSFT) money to build 'magic intelligence in the sky'. (01:25) Ajinomoto (AJINF) to acquire Forge Bio...
      [from itunes:summary] ... Boeing (BA) freeze with 737 MAX deal - Bloomberg. (00:23) OpenAI pursues more Microsoft (MSFT) money to build 'magic intelligence in the sky'. (01:25) Ajinomoto (AJINF) to acquire Forge Bio...
      [from itunes:keywords] ajinomoto,boeing,china,forgebiologics,openai,stocks,wallstreet
       
      Alphabet dips, Microsoft jumps
      October 25, 2023 (duration 6m)
      [from description] ...OOGL) dips as Cloud revenue disappoints despite strong overall growth. (00:21) Microsoft (MSFT) jumps as Q1 results top expectations, aided by Azure growth. (01:30) UFC taps Anheuser-Busch I...
      [from itunes:summary] ...OOGL) dips as Cloud revenue disappoints despite strong overall growth. (00:21) Microsoft (MSFT) jumps as Q1 results top expectations, aided by Azure growth. (01:30) UFC taps Anheuser-Busch I...
      [from itunes:keywords] alphabet,budlight,earnings,google,microsoft,modelo,stocks,ufc,wallstreet
       
      Li-Cycle fall sparks EV sector alert
      October 24, 2023 (duration 7m)
      [from description] ...oad electric vehicle sector. (00:26) Nvidia (NVDA), AMD said to make chips for Microsoft (MSFT) amid Intel (INTC) dominance. (01:59) Halloween spooks? Consumers watch as cocoa prices hit 44-...
      [from itunes:summary] ...oad electric vehicle sector. (00:26) Nvidia (NVDA), AMD said to make chips for Microsoft (MSFT) amid Intel (INTC) dominance. (01:59) Halloween spooks? Consumers watch as cocoa prices hit 44-...
      [from itunes:keywords] amd,candy,cocoa,halloween,li-cycle,microsoft,nvidia,stocks,wallstreet
       
      Foxconn, Nvidia tie up to build AI factories
      October 18, 2023 (duration 6m)
      [from description] Foxconn (FXCOF), Nvidia (NVDA) tie up to build AI factories. (00:25) Microsoft (MSFT) said to sell $1B in 365 cloud tools to Amazon (AMZN): report. (01:18) RE/MAX says September ho...
      [from itunes:summary] Foxconn (FXCOF), Nvidia (NVDA) tie up to build AI factories. (00:25) Microsoft (MSFT) said to sell $1B in 365 cloud tools to Amazon (AMZN): report. (01:18) RE/MAX says September ho...
      [from itunes:keywords] amazon,foxconn,microsoft,nvidia,remax,stocks,wallstreet
       
      UK clears Microsoft-Activision deal
      October 13, 2023 (duration 5m)
      [from description] UK clears way for $69B Microsoft-Activision (MSFT) (ATVI) deal, tech's biggest ever. (00:24) Qualcomm (QCOM) said to cut jobs in California in ef...
      [from itunes:summary] UK clears way for $69B Microsoft-Activision (MSFT) (ATVI) deal, tech's biggest ever. (00:24) Qualcomm (QCOM) said to cut jobs in California in ef...
      [from itunes:keywords] activision,comcast,disney,microsoft,qualcomm,stocks,wallstreet
       
      UAW strike expands at Ford
      October 12, 2023 (duration 6m)
      [from description] UAW expands strike to major Ford (F) truck plant in Kentucky in shock move. (00:26) Microsoft (MSFT) receives notice from IRS for nearly $29B in back taxes, penalties. (01:38) Hollywood strike: ...
      [from itunes:summary] UAW expands strike to major Ford (F) truck plant in Kentucky in shock move. (00:26) Microsoft (MSFT) receives notice from IRS for nearly $29B in back taxes, penalties. (01:38) Hollywood strike: ...
      [from itunes:keywords] ford,gm,hollywood,microsoft,stellantis,stocks,strike,uaw,wallstreet
       
      Retail theft
      September 27, 2023 (duration 6m)
      [from description] Retail theft jumped almost 20% in 2022. (00:25) Microsoft-backed (MSFT) OpenAI said to discuss existing share sale, valuing it at $90B. (01:37) Intel (INTC) German pl...
      [from itunes:summary] Retail theft jumped almost 20% in 2022. (00:25) Microsoft-backed (MSFT) OpenAI said to discuss existing share sale, valuing it at $90B. (01:37) Intel (INTC) German pl...
      [from itunes:keywords] intel,openai,retail,stocks,theft,wallstreet
       
      Big demand for Arm IPO? Not so fast
      September 11, 2023 (duration 5m)
      [from description] ...strong IPO demand could be a bearish sign. (0:15) Citi opens catalyst watch on Microsoft (MSFT). (3:02) Meta (META) already aiming for more powerful AI model. (3:44)Episode transcripts seeki...
      [from itunes:summary] ...strong IPO demand could be a bearish sign. (0:15) Citi opens catalyst watch on Microsoft (MSFT). (3:02) Meta (META) already aiming for more powerful AI model. (3:44)Episode transcripts seeki...
      [from itunes:keywords] ...,earnings,economy,global,instacart,ipo,markets,microsoft,qualcomm,recession,semiconductor,stockmarket,stocks,wallstreet
       
      Palo Alto under pressure from Microsoft
      July 13, 2023 (duration 6m)
      [from description] Why did Palo Alto Networks (PANW) stock drop? Blame Microsoft (MSFT). (00:26) Medalist (MDRR) to suspend dividends for at least the next six months. (01:38) Elon M...
      [from itunes:subtitle] ...ck-drop-today-blame-microsoft?source=wsb_podcast:palo_alto_under_pressure_from_microsoft (MSFT). (00:26) Medalist (MDRR) to...
      [from itunes:summary] Why did Palo Alto Networks (PANW) stock drop? Blame Microsoft (MSFT). (00:26) Medalist (MDRR) to suspend dividends for at least the next six months. (01:38) Elon M...
       
      Jobs market still humming
      July 6, 2023 (duration 5m)
      [from description] ...or market tightness. Yields jump as market prices in 90% chance of a Fed hike. Microsoft (MSFT) in pole position to reach $3 trillion next.Show links:Paycom, Chipotle highlight Goldman's Rul...
      [from itunes:summary] ...or market tightness. Yields jump as market prices in 90% chance of a Fed hike. Microsoft (MSFT) in pole position to reach $3 trillion next.Show links:Paycom, Chipotle highlight Goldman's Rul...
      [from itunes:keywords] china,copper,employment,fed,jobs,layoffs,microsoft,payrolls,rates,stockmarket,stockpicks,stocks,treasuries,unemployment,wallstreet,yields
       
      FTC hearing to block Microsoft, Activision deal concludes
      June 30, 2023 (duration 6m)
      [from description] FTC hearing to block Microsoft (MSFT) $69B acquisition of Activision (ATVI) concludes (00:33). Energy drinks M&A: Monster Bevera...
      [from itunes:summary] FTC hearing to block Microsoft (MSFT) $69B acquisition of Activision (ATVI) concludes (00:33). Energy drinks M&A: Monster Bevera...
      [from itunes:keywords] activision,bang,biden,energy,ftc,loan,microsoft,monster,safetynet,stocks,student,wallstreet
       
      Microsoft battles FTC in court
      June 23, 2023 (duration 6m)
      [from description] Microsoft (MSFT) battles with FTC in court over $69B Activision (ATVI) deal (00:25). Ford (F) preps for another...
      [from itunes:summary] Microsoft (MSFT) battles with FTC in court over $69B Activision (ATVI) deal (00:25). Ford (F) preps for another...
      [from itunes:keywords] activision,ford,ftc,galactic,microsoft,stock,virgin,wallstreet
       
      May CPI on tap
      June 13, 2023 (duration 6m)
      [from description] ... EU antitrust penalty - report (01:45). FTC files for injunction to block Microsoft (MSFT) acquisition of Activision (ATVI).(02:20)Our links:Wall Street Breakfast:Seeking Alpha's Wall Stree...
      [from itunes:summary] ... EU antitrust penalty - report (01:45). FTC files for injunction to block Microsoft (MSFT) acquisition of Activision (ATVI).(02:20)Our links:Wall Street Breakfast:Seeking Alpha's Wall Stree...
      [from itunes:keywords] activision,alphabet,cpi,microsoft,stocks,wallstreet
       
      Palantir Technologies Stock Soars
      May 9, 2023 (duration 10m)
      [from title] Palantir Technologies Stock Soars
      [from description] Palantir Technologies (PLTR) stock soars 26% as Q1 tops expectations (00:34). LinkedIn (MSFT) to lay off 700 employees, shut down China-focused app (06:22). SMX (SMX) shares rally as compa...
      [from itunes:subtitle] ...ologies-stock-soars-26-as-q1-tops-expectations as Q1 tops expectations (00:34). LinkedIn (MSFT) to...
       
      Big Tech: Alphabet, Microsoft
      April 26, 2023 (duration 10m)
      [from description] ...OGL) earnings call: The AI promise at Google, and improving YouTube (00:49). Microsoft's (MSFT) Nadella wants to 'grab the opportunity' from AI (02:04). Ryanair (RYAAY) likely to cut schedul...
      [from itunes:summary] ...OGL) earnings call: The AI promise at Google, and improving YouTube (00:49). Microsoft's (MSFT) Nadella wants to 'grab the opportunity' from AI (02:04). Ryanair (RYAAY) likely to cut schedul...
      [from itunes:keywords] alphabet,boeing,carrier,google,microsoft,ryanair,stocks,verabradley,viessman,wallstreet
       
      13F Filings
      February 15, 2023 (duration 9m)
      [from description] ...corp (USB), BNY Mellon (BK) stakes. 3G Capital adds Nvidia (NVDA) in Q4; exits Microsoft (MSFT), JD.com (JD). Is The JEPI ETF Actually Worth It? Our links:Wall Street Breakfast: seekingalpha...
      [from itunes:summary] ...corp (USB), BNY Mellon (BK) stakes. 3G Capital adds Nvidia (NVDA) in Q4; exits Microsoft (MSFT), JD.com (JD). Is The JEPI ETF Actually Worth It? Our links:Wall Street Breakfast: seekingalpha...
      [from itunes:keywords] 13f,airbnb,avaya,berkshirehathaway,grove,jepi,marriott,stocks,travel,wallstreet
       
      State of the Union
      February 8, 2023 (duration 10m)
      [from description] ... bottom up.’ Zoom (ZM) jumps as CEO says company will lay off 1,300 workers. Microsoft (MSFT) tops $2T market cap as it unveils AI-powered Bing, Edge browser.Our links:Wall Street Breakfast:...
      [from itunes:summary] ... bottom up.’ Zoom (ZM) jumps as CEO says company will lay off 1,300 workers. Microsoft (MSFT) tops $2T market cap as it unveils AI-powered Bing, Edge browser.Our links:Wall Street Breakfast:...
      [from itunes:keywords] ai,apple,bing,ebay,economy,meta,microsoft,stocks,wallstreet,zoom
       
      Wall Street Breakfast December 15: Musk Sells More Tesla Stock
      December 15, 2022 (duration 8m)
      [from title] Wall Street Breakfast December 15: Musk Sells More Tesla Stock
      [from description] ...up (C ) to exit consumer banking business in China, impacting 1,200 employees. Microsoft (MSFT) sets new investment in $3B silicon battery startup. Warner Bros. Discovery (WBD) falls as it e...
      [from itunes:subtitle] ...up (C ) to exit consumer banking business in China, impacting 1,200 employees. Microsoft (MSFT) sets new investment in $3B silicon battery startup. Warner Bros. Discovery (WBD) falls as it...
       
      Wall Street Breakfast December 12: Amgen to Acquire Horizon Therapeutics, $27.8B
      December 12, 2022 (duration 9m)
      [from description] ... $27.8B in cash. A recession isn't necessary to bring inflation down - Yellen. Microsoft (MSFT) to acquire 4% stake in London Stock Exchange.
      [from itunes:subtitle] ... $27.8B in cash. A recession isn't necessary to bring inflation down - Yellen. Microsoft (MSFT) to acquire 4% stake in London Stock Exchange.
      [from itunes:summary] ... $27.8B in cash. A recession isn't necessary to bring inflation down - Yellen. Microsoft (MSFT) to acquire 4% stake in London Stock Exchange.
       
      Wall Street Breakfast June 27: What Moved Markets This Week
      June 27, 2020 (duration 25m)
      [from description] ... axed by Credit Suisse; Steve: Canada loses AAA status at Fitch; Aaron: Microsoft (MSFT) and Apple (AAPL) closing retail outlets and The Fed Is Not Juicing The Stock Market by Trading Plac...
      [from content:encoded] ... axed by Credit Suisse; Steve: Canada loses AAA status at Fitch; Aaron: Microsoft (MSFT) and Apple (AAPL) closing retail outlets and The Fed Is Not Juicing The Stock Market by Trading Plac...
      [from itunes:summary] ... axed by Credit Suisse; Steve: Canada loses AAA status at Fitch; Aaron: Microsoft (MSFT) and Apple (AAPL) closing retail outlets and The Fed Is Not Juicing The Stock Market by Trading Plac...
      •  
       
    • BG2Pod with Brad Gerstner and Bill Gurley BG2Pod with Brad Gerstner and Bill Gurley
       
      Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod
      March 21, 2024 (duration 1h26m)
      [from title] Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod
      [from description] ...y discuss stock compensation, Google Gemini / Apple, TikTok US & the New AI Cold War, MSFT / Inflection & VC Valuations for LLM’s. Enjoy another episode of Bg2. Timestamps: (0:00) I...
      •  
       
    • Windows Weekly (Audio) Windows Weekly (Audio)
       
      JUSHED! - Panos Panay's abrupt departure, leaked Xbox documents, AI event preview
      September 20, 2023 (duration 2h24m)
      [from description] ...wn in the WSJ Intel announces NPU-powered Core Ultra CPUs - off schedule? Related to the MSFT event? Bing Chat gains two new mobile integrations Paint keeps getting AI features. Remember ...
      [from itunes:summary] ...wn in the WSJ Intel announces NPU-powered Core Ultra CPUs - off schedule? Related to the MSFT event? Bing Chat gains two new mobile integrations Paint keeps getting AI features. Remember ...
      [from content:encoded] ...wn in the WSJ Intel announces NPU-powered Core Ultra CPUs - off schedule? Related to the MSFT event? Bing Chat gains two new mobile integrations Paint keeps getting AI features. Remember ...
      •  
       
    • MacVoices Video MacVoices Video
       
      MacVoices #23199: MacVoices Live! - $3 Trillion, X-Code, Mac Usage (1) w/ @daveg65 Brian Flanigan-Arthurs, Jim Rea, Andrew Orr, @eabolden @ADDLiberator Guy Serle, @jgamet Web Bixby, Kelly Guimont https://www.macvoices.com/macvoices-23199-macvoices-live-
      July 27, 2023 (duration 33m)
      [from description] ...crosoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Game...
      [from itunes:summary] ...from the mid-1990’s selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a ...
       
      MacVoices #22201 - MacVoices Live! - Software Update Publicity, Apple Stock, YouTube Gets Podcasts (3)
      October 3, 2022 (duration 31m)
      [from title] MacVoices #22201 - MacVoices Live! - Software Update Publicity, Apple Stock, YouTube Gets Podcasts (3)
      [from description] ... Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter on LinkedIn. Jeff Gamet is a tech...
       
      MacVoices #21047: MacVoices Live! - Tim Cook's Successor, G3 Chips on Mars, COVID-19 Apps
      March 9, 2021 (duration 47m)
      [from description] ...lling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter on LinkedIn.   Support:      Become a MacVoices Patron on Patre...
      [from itunes:summary] ...vestor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter on LinkedIn. Support...
       
      MacVoices #20186: Mark Fuccio on The Meanings of Apple's Quarterly Earnings (2)
      August 5, 2020 (duration 23m)
      [from description] ...r in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter on LinkedIn. Links: After S...
      [from itunes:summary] ...in Microsoft from the mid-1990’s selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter on LinkedIn. Links: After Sur...
       
      MacVoices #20185: Mark Fuccio on The Meanings of Apple's Quarterly Earnings (1)
      August 4, 2020 (duration 30m)
      [from description] ...vestor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter on LinkedIn. Links: Af...
      [from itunes:summary] ...stor in Microsoft from the mid-1990’s selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter on LinkedIn. Links: Afte...
       
       
      MacVoices #20128: Apple Earnings Report Discussion with Mark Fuccio
      May 4, 2020 (duration 38m)
      [from description] ...r in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter on LinkedIn. Links: Apple Fin...
      [from itunes:summary] ... Microsoft from the mid-1990’s selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter on LinkedIn. Links: Apple Financ...
      •  
       
    • MacVoices MacVoices
       
      MacVoices #23199: MacVoices Live! - $3 Trillion, X-Code, Mac Usage (1)
      July 26, 2023 (duration 35m)
      [from description] ...icrosoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gam...
      [from content:encoded] ...icrosoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gam...
      [from itunes:keywords] windows,Mac,Apple,iMac,growth,announcements,Xcode,MacVoices,stock market,Mac Mini,product development,stock price,vision pro,$3 trillion,financial results,servi...
       
      MacVoices #22201 - MacVoices Live! - Software Update Publicity, Apple Stock, YouTube Gets Podcasts (3)
      October 3, 2022 (duration 31m)
      [from title] MacVoices #22201 - MacVoices Live! - Software Update Publicity, Apple Stock, YouTube Gets Podcasts (3)
      [from itunes:title] MacVoices #22201 - MacVoices Live! - Software Update Publicity, Apple Stock, YouTube Gets Podcasts (3)
       
      MacVoices #21047: MacVoices Live! - Tim Cook's Successor, G3 Chips on Mars, COVID-19 Apps
      March 9, 2021 (duration 47m)
      [from description] ...lling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter on LinkedIn.   Support:      Become a MacVoices Patron on Patreon...
      [from content:encoded] ...lling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter on LinkedIn.   Support:      Become a MacVoices Patron on Patreon...
       
      MacVoices #20186: Mark Fuccio on The Meanings of Apple's Quarterly Earnings (2)
      August 5, 2020 (duration 23m)
      [from description] ...r in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter on LinkedIn. Links: After Su...
      [from content:encoded] ...r in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter on LinkedIn. Links: After Su...
      [from itunes:keywords] Education,macbookpro,earnings,ipad,IPO,jamf,MacVoices,covid19,chuckjoiner,markfuccio,stocksplit
       
      MacVoices #20185: Mark Fuccio on The Meanings of Apple's Quarterly Earnings (1)
      August 4, 2020 (duration 30m)
      [from description] ...vestor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter on LinkedIn. Links: Aft...
      [from content:encoded] ...vestor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter on LinkedIn. Links: Aft...
      [from itunes:keywords] Education,macbookpro,earnings,ipad,IPO,jamf,MacVoices,covid19,chuckjoiner,markfuccio,stocksplit
       
       
      MacVoices #20128: Apple Earnings Report Discussion with Mark Fuccio
      May 4, 2020 (duration 38m)
      [from description] ...r in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter on LinkedIn. Links: Apple Fi...
      [from content:encoded] ...r in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter on LinkedIn. Links: Apple Fi...
      [from itunes:keywords] ARM,stockbuyback,MacVoices,covid19,chuckjoiner,appleearnings,markfuccio
      •  
       
    • Doppelgänger Tech Talk Doppelgänger Tech Talk
       
      #111 Microsoft + Activision | App Annie State of Mobile ❤️ TikTok | Tado Spac | The Hut Group | Chamath vs. Uiguren
      January 19, 2022 (duration 1h34m)
      [from description] ...https://twitter.com/pip_net) sprechen heute über: (00:11:48) Stock X IPO (00:14:40) MSFT buys Activision blizzard (00:28:45) Netflix price increase (00:30:10) App Annie State of Mobile...
      [from itunes:summary] ...https://twitter.com/pip_net) sprechen heute über: (00:11:48) Stock X IPO (00:14:40) MSFT buys Activision blizzard (00:28:45) Netflix price increase (00:30:10) App Annie State of Mobile...
      [from content:encoded] ... (https://twitter.com/pip_net) sprechen heute über: (00:11:48) Stock X IPO (00:14:40) MSFT buys Activision blizzard (00:28:45) Netflix price increase (00:30:10) App Annie State of Mobile /...
       
      #110 Lieferengpässen bei ASOS | CTO finden | Gehalt vs. ESOPs | Teamviewer | WeTransfer + StockX IPO
      January 15, 2022 (duration 1h14m)
      [from title] #110 Lieferengpässen bei ASOS | CTO finden | Gehalt vs. ESOPs | Teamviewer | WeTransfer + StockX IPO
      [from description] ...hen heute über: (00:02:25) ASOS (00:08:50) Einfamilienhaus Tagesverlust (00:16:00) $MSFT (00:19:27) $ZIP (00:29:45) Samsara (00:34:45) CTO finden (00:40:40) Unternehmensanteile (00:48:30) P...
      [from itunes:title] #110 Lieferengpässen bei ASOS | CTO finden | Gehalt vs. ESOPs | Teamviewer | WeTransfer + StockX IPO
      •  
       
    • Zurück zur Zukunft - Tech-News und Business Models Zurück zur Zukunft - Tech-News und Business Models
       
      #104 | Gamestop-Recap, Amazon in Polen, Quo vadis N26, Twitter-Birdwatch und die neue Datenstrategie
      February 2, 2021 (duration 45m)
      [from itunes:summary] ...iarden-dollar-umsatz/26854520.html https://www.cnbc.com/2021/01/26/microsoft-msft-earnings-q2-2021.html https://www.forbes.com/sites/greatspeculations/2021/01/05/microsofts-stock-gained-240...
      [from description] ...iarden-dollar-umsatz/26854520.html https://www.cnbc.com/2021/01/26/microsoft-msft-earnings-q2-2021.html https://www.forbes.com/sites/greatspeculations/2021/01/05/microsofts-stock-gained-240...
       
      #79 | BigTech-Zahlen; Tesla + S&P; Micromobility; Microsoft + Slack; Indien + Jio; Uber; AI-Models
      July 28, 2020 (duration 43m)
      [from itunes:summary] ...ndemic-puts-the-brakes-on-corporate-hiring.html https://www.cnbc.com/2020/07/22/microsoft-msft-earnings-q4-2020.html - Tesla: Viertes Quartal in Folge profitabel & Konsequenz Aufnahme S&P500...
      [from description] ...ndemic-puts-the-brakes-on-corporate-hiring.html https://www.cnbc.com/2020/07/22/microsoft-msft-earnings-q4-2020.html - Tesla: Viertes Quartal in Folge profitabel & Konsequenz Aufnahme S&P500...
       
      #54 | Corona; Apple, MSFT, Tesla, AMZN & Facebook mit Zahlen; Circ + Bird; Tier + Coup; AI-Medizin
      February 3, 2020 (duration 40m)
      [from itunes:summary] ...ngs-2020-1/ https://www.cnbc.com/2020/01/30/tesla-shorts-lose-more-than-1-billion-as-stock-surges-on-earnings.html https://techcrunch.com/2020/01/31/elon-musk-just-dropped-an-edm-track-on-s...
      [from description] ...ngs-2020-1/ https://www.cnbc.com/2020/01/30/tesla-shorts-lose-more-than-1-billion-as-stock-surges-on-earnings.html https://techcrunch.com/2020/01/31/elon-musk-just-dropped-an-edm-track-on-s...
      •  
       
    • Acquired Acquired
       
      Episode 25: The Facebook IPO
      November 11, 2016 (duration 1h27m)
      [from description] ...cing it as a “cultural touchstone”Trading of pre-IPO Facebook stock on SecondMarket and SharesPost The infamous 2011 Facebook - Goldman Sachs deal attempting to circumvent then-active SEC re...
      [from content:encoded] ...cing it as a “cultural touchstone”Trading of pre-IPO Facebook stock on SecondMarket and SharesPost The infamous 2011 Facebook - Goldman Sachs deal attempting to circumvent then-active SEC re...
      [from itunes:summary] ...cing it as a “cultural touchstone”Trading of pre-IPO Facebook stock on SecondMarket and SharesPost The infamous 2011 Facebook - Goldman Sachs deal attempting to circumvent then-active SEC re...
      •  
       
    • The Steve Harvey Morning Show The Steve Harvey Morning Show
       
      CNN Debate, Birthday JRAP, Roscoe Wallace, Southwest Airlines and more.
      May 17, 2024 (duration 1h27m)
      [transcript]
      47:29 You know you've been watching me stock me at my job,
       
      Resist pressures of conformity, love yourself, embrace your flaws, and unlock YOU, Loni Love.
      May 13, 2024 (duration 17m)
      [transcript]
      07:54 strong stock of people. And we constantly prove it all
       
      2024 Met Gala, Mother's Day, 877-29-STEVE, North Dakota and more.
      May 8, 2024 (duration 1h27m)
      [transcript]
      1:03:20 very familiar. It's standard is stock. This is a stock
       
      1st Interview: HBCU Grad who quit her Wall Street job to Financially Educate the Masses, Ashley M. Fox
      May 6, 2024 (duration 26m)
      [transcript]
      19:03 stock portfolio was up. We don't talk about how we're
       
      Biden Trump Speech, 877-29-STEVE, Senior Skip Day, steveharveyfm.com and more.
      April 30, 2024 (duration 1h28m)
      [transcript]
      1:05:51 you can double down on your money in the stock market.
       
       
      Stretched to Their Limits: Rock 'Em Socks
      April 16, 2024 (duration 23m)
      [transcript]
      16:10 Having to take stock also forced Rob to grow and
       
      Egypt Sherrod and Mike Jackson are well-known for starring on the HGTV series Married to Real Estate, but their relationship goes way back.
      April 15, 2024 (duration 27m)
      [transcript]
      11:33 for Ice stock market, and no one asked me to
       
      Talking Food Business with the host of "New Soul Kitchen" and "New Soul Kitchen Remix" on CLEO TV, Chef Jernard Wells.
      April 13, 2024 (duration 25m)
      [transcript]
      18:21 your vegetable stock, or if you just want to use 18:18 in just a small amount of your whether it's chicken stock,
       
      DNC Jaime Harrison Interview, NCAA Basketball, Male Handbags, steveharveyfm.com and more.
      April 10, 2024 (duration 1h28m)
      [transcript]
      1:10:54 of our employees inside the stock room. Okay, if that's 1:13:53 in the stock room with an employee on tape, and 1:14:48 stock room? You hate that about it? Yes, and now
       
      Ash Cash Exantus discusses the paradigm shift of saving-vs-investing one's money.
      April 8, 2024 (duration 25m)
      [transcript]
      18:41 the stock market, whatever you're investing in, you're actually doing
       
      Dr. George C. Fraser educates the African American community on building generational wealth.
      April 8, 2024 (duration 28m)
      [transcript]
      05:01 I'm so used to sing to the stock market. I'm 05:33 for one case, and stock market as the s and 08:34 The stock market about nine point two percent annually. The
       
      Popular Big Dave's Cheesesteaks started as a small water-ice shop in a 749 sq. ft Shell gas station in Dunwoody, Georgia 2016 says founder Derrick Hayes.
      April 1, 2024 (duration 28m)
      [transcript]
      01:14 have stock in these business that's how much they go. There.
       
      Lenny Kravitz Hollywood, Earl of Ottingham, SHVM, steveharveyfm.com and more.
      March 14, 2024 (duration 1h26m)
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      16:50 I cannot touch the full stock at all. Man.
       
      Grammy award-winning gospel singer Yolanda Adams is more than a performer. She’s a businesswoman.
      March 13, 2024 (duration 22m)
      [transcript]
      10:01 have ten thousand dollars worth of stock, right right, right.
       
      March Madness Start, Venetian LV, Cast Different World, steveharveyfm.com and more.
      March 7, 2024 (duration 1h27m)
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      32:35 billion dollars so far this year, as Tesla's stock price
       
      Dr. Cameka Smith, Founder of The BOSS Network, a community of over 200K professional and entrepreneurial women.
      March 4, 2024 (duration 25m)
      [transcript]
      18:39 And so because I know I come from good stock
       
      Ashley M. Fox, a Financial Education Specialist who quit Wall Street and develop a financial literacy program for the minority community.
      February 28, 2024 (duration 26m)
      [transcript]
      22:47 a dividend stock. 14:03 Right, they're owning stock in these companies that they're giving 20:36 This is my time because I always look at stock
       
      Former Head of Retirement Solutions for JPMorgan Asset Management, Anne Lester discussing her book “Your Best Financial Life: Save Smart Now for the Future You Want
      February 19, 2024 (duration 26m)
      [transcript]
      07:57 the stock market. But your retirement money, right, long term savings.
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