This week on Buzzinga.ai, we dive into a massive week of AI news that spans hardware, software, and policy. OpenAI is reportedly readying the launch of its next-generation GPT-5 model for as early as August, just as rival Anthropic seeks a staggering $150 billion valuation.

The episode explores the heating up hardware race, with Huawei unveiling a new computing system to rival Nvidia's best as Chinese tech firms form alliances to reduce reliance on U.S. chips. We also cover major corporate moves, including Meta hiring a co-creator of ChatGPT to lead its new Superintelligence Lab and Tesla facing shareholder questions over its investments in Elon Musk's xAI. Additionally, the discussion touches on the human side of AI, from a programmer's victory over an AI in a coding contest to OpenAI CEO Sam Altman's stark warnings on job loss and voice-cloning fraud. The conversation also highlights key developments in the Middle East, such as Saudi Arabia's robotaxi trial in Riyadh and new AI initiatives in the UAE.


Buzzinga.ai: GPT-5's August Launch, Huawei's Nvidia Rival, and Meta Hires a ChatGPT Co-Creator

In this episode, Edd Hall discusses the latest wave of cybersecurity incidents, including the emergence of the PSA Stealer malware targeting Linux users, a $40 million settlement by Cencora over a major data breach, and a stealthy Linux malware campaign stealing sensitive credentials. He also covers the NHS misconfiguration exposing hundreds of thousands of patient records, Chanel's employee data breach, and critical vulnerabilities in Android and NVIDIA’s Triton Inference Server. The episode wraps up with a look into the suspected zero-day exploit affecting SonicWall SSL VPN devices.

Breaches, Malware, and Critical Vulnerabilities Impact Major Brands

Americká inflace se drží nízko, a tak je Fed pod tlakem na snížení sazeb. Trump v celní válce s Čínou na poslední chvíli oddálil platnost vysokých cel. Na Wall Street hýbou náladami výsledky AMD, Uberu a Duolinga. Na domácí scéně reportoval ČEZ a spekuluje se o IPO CSG. A do toho přišlo nečekané smíření Donalda Trumpa se šéfem Intelu. 

Týdenní výhled: Americké čipy pro Čínu, Uber a Duolingo v pasti skepse a české IPO za 30 mld eur

We discuss whether or not AI export controls work, but we take a really interesting twist because what we talk about is manufacturing. What we talk about is innovation, and it's not whether or not you can control AI chips, but what does it actually take to build innovative product? That's where we really have challenges on export and controls. There's military manufacturing and goods, and that's part of what this AI embargo is about. We really talk about how challenging it is to actually build truly innovative manufacturing and what the barriers are.

Transcript: https://otter.ai/u/k6Thp-TOfwKc_RjXHCnTd7tdepc?utm_source=copy_url

AI Export Controls Work?

Vývoj na amerických akciových trzích, očekávání kolem Fedu a jeho rozhodnutí o sazbách, geopolitické drama kolem Nvidie i ČEZ a úvahy o zestátnění. To jsou hlavní témata podcastu Traders Talk s Gabrielou Rainovou a Martinem Uherem. Načerpejte inspiraci pro akcie, které sledovat na americkém i evropském trhu.

Obsah:
00:00:14 Americké akcie 
00:01:30 Fed a čekání na Jackson Hole
00:04:30 Nvidia pod tlakem Číny
00:07:06 Jakou akcii sledovat v USA
00:08:20 Jako akcii sledovat v Evropě
00:10:08 ČEZ a možné zestátnění

Trhy čekají na Fed, ČEZ na možné zestátnění a co sledovat v USA i Evropě

La scorsa settimana i mercati globali hanno chiuso in leggero rialzo, sostenuti dalle parole del presidente della Fed Jerome Powell. A guidare sono state ancora le small cap, segmento che continua a offrire opportunità interessanti dopo anni di sottoperformance.
In primo piano questa settimana i riflettori saranno su Nvidia, chiamata a fornire indicazioni cruciali sulla domanda di chip. Il comparto dei semiconduttori, infatti, da un anno mostra rendimenti inferiori rispetto al mercato, penalizzato da valutazioni elevate. La trimestrale del colosso delle GPU sarà un banco di prova importante per misurare la solidità della domanda e il sentiment degli investitori sul settore tecnologico.
Intanto, da Jackson Hole, Powell ha aperto la porta a un taglio dei tassi già a settembre. Il presidente della Fed ha parlato di un mercato del lavoro “in equilibrio”, ma fragile, e ha letto gli effetti dei dazi come shock temporaneo. Ha inoltre aggiornato il framework della politica monetaria: meno rigidità sul target del 2% e maggiore attenzione all’ancoraggio delle aspettative, con più discrezionalità nell’interpretare il doppio mandato. Con la crescita americana al +1,2% nella prima metà dell’anno e tassi vicini al neutrale, i mercati ora prezzano due tagli entro fine 2025 e cinque entro settembre 2026.
Sul fronte corporate, la reporting season dei retailer mostra resilienza: Walmart cresce del 4,6% nelle vendite comparabili grazie all’e-commerce (+25%) e Home Depot segna +4,9%, rafforzata da acquisizioni strategiche.
In sintesi, la seconda parte dell’anno sarà guidata dall’equilibrio tra politica monetaria più accomodante e possibili fiammate inflattive. Disciplina e margini di sicurezza restano fondamentali per navigare la volatilità.

Nvidia, test decisivo sui chip

Another bonus summer episode of the pod, courtesy of Pierre’s travel misfortunes, but with no guest this week. Both Iain and Scott had been writing about AI so they devote the main segment to an extended critique of the technology, business case and general concept. Is AI over-hyped? Is it even useful? Does increasing reliance on it damage our brains? All these questions and more are addressed. They eventually get on to the many geopolitical tensions the AI arms races is causing before concluding by exploring investor concerns at Nokia.

AI, geopolitics and Nokia

Seekord on stuudios külas LHV portfellihaldur Mikk Taras – jutuks tulevad USA intressilangetus, tariifid, Nvidia ning alternatiivenergia.

Saadet juhtis LHV investorkogukonna juht Nelli Janson. 

Kirjuta meile aadressil turutegijad@lhv.ee

Finantsteenuseid pakub AS LHV Pank. Tutvu finantsteenuste tingimustega aadressil www.lhv.ee ja küsi nõu meie asjatundjalt. Podcastis esitatud seisukohad on informatiivsed ja ei ole mõeldud soovitusena müüa või osta mainitud väärtpabereid. AS LHV Pank ei vastuta teabe põhjal tehtud otsuste eest. Investeerimine on seotud võimaluste ja riskidega, väärtpaberite turuväärtus võib nii kasvada kui ka kahaneda. Välisturgudel võivad tootlust mõjutada valuutakursside kõikumised. Võimalike kajastatud väärtpaberite ja finantsindeksite eelmiste või tulevaste perioodide tootlus ei tähenda lubadust ega viidet järgmiste perioodide tootluse kohta. Investeerimisotsuste tegemisel kasuta ametlikku informatsiooni väärtpaberi kohta, tutvudes iseseisvalt riskide ja tingimustega.

Esitatud teave on informatiivse eesmärgiga ning ei ole vaadeldav investeerimisanalüüsina ega mõeldud soovitusena müüa või osta mainitud väärtpabereid. LHV ei vastuta teabe põhjal tehtud otsuste eest. Investeerimine on seotud võimaluste ja riskidega, väärtpaberite turuväärtus võib nii kasvada kui ka kahaneda. Välisturgudel võivad tootlust mõjutada valuutakursside kõikumised. Eelpool kajastatud väärtpaberite ja finantsindeksite eelmiste või tulevaste perioodide tootlus ei tähenda lubadust ega viidet järgmiste perioodide tootluse kohta.

27.08.2025 Nädal turgudel: kas odavam raha paneb tehnoloogiasektorile veel ühe käigu sisse?

This week we look at the role of AI in the tragic death of an American teen and Nvidia’s financials continue to impress.
Later, Orivium’s Emma Clarke talks about her company’s method of extracting and reusing rare earth materials to give new life to devices beyond repair.

Artificial intelligence and a real tragedy

HAVEUHEARD?

Benvenuti a Navigare i Mercati, il podcast di Pharus che ogni settimana vi aggiorna in pochi minuti sui mercati finanziari europei, americani ed emergenti, con particolare attenzione alla politica monetaria, ai tassi di interesse, ad azioni e obbligazioni da tenere monitorate. 
Il tutto per fornire indicazioni su come investire oggi, ma con obiettivi chiari e specifici che portino a risultati concreti nel medio e lungo termine.

The Daily HEAL Security Dispatch Podcast is a leading source for up-to-the-minute news and deep insights in the realm of healthcare cybersecurity and threat intelligence. 

At the heart of HEAL Security's vision is the commitment to equipping organizations and individuals with rapid, contextually rich cybersecurity updates, establishing itself as a pivotal force in unifying practice and data against the ingenious tactics of criminal and malicious entities. HEAL Security is fervently devoted to constructing a robust resource and community that champions the defense of the healthcare sector against the growing cyber threats from organized crime groups and antagonistic nation-states. Our core focus encompasses the protection of vital IT infrastructures, the security of sensitive patient and clinical information, the safeguarding of critical healthcare systems, and the assurance of continuous, undisturbed patient care services.

Inspirace pro Vaše investice. Podcasty retailové jedničky mezi brokery Patria Finance, jejíž součástí je respektovaný ekonomický a investiční portál Patria.cz. Zaposlouchejte se do investičních tipů, tržních výhledů, investičního vzdělávání a osvěty nebo rozhovorů se zajímavými osobnosti světa investování i byznysu.

Once a week we get together in a studio somewhere in London to take the piss out of telecoms and technology for an hour or so.

An excellent source for industry thought leadership in Edge Computing, Cloud Computing, DevOps, Open Source base on discussions at.the2030.cloud

LHV on Eesti pank ja pensionifondide haldur. Meie visiooniks on Eesti, kus inimesed ja ettevõtted julgevad suurelt mõelda, ette võtta ja tulevikku investeerida.  LHV Podcastiga juhime tähelepanu teemadele nagu majandus, investeerimine, ettevõtlus, pangandus ja innovatsioon. Kõigele, mis LHV-ga kokku käib. Põnevad jutuajamised ja inimesed. Ootame ka sinu tagasisidet. Head kuulamist!

Technology news from Ireland to the world

New tracks tagged #Nvidia