P.M. Edition for Oct. 6. OpenAI and Advanced Micro Devices announced a multibillion-dollar partnership to collaborate on AI data centers, sending AMD’s stock soaring. WSJ Heard on the Street columnist Dan Gallagher joins to discuss what the deal means for AMD, and how it will challenge market leader Nvidia. Plus, Paramount has acquired popular news and opinion site the Free Press, and is installing its founder Bari Weiss as the editor in chief of CBS News. We hear from Joe Flint, who covers media and entertainment for the Journal, about what Weiss is expected to bring to the role, and why the move is a strategic one for Paramount CEO David Ellison. And Fifth Third bank is acquiring Comerica for $10.9 billion, a move that would create one of the top 20 largest banks in the U.S. WSJ reporter Gina Heeb talks about whether this is the start of a wave of consolidation in the industry. Alex Ossola hosts.
Plus: Airship AI shares surge after the AI surveillance company is awarded federal contracts. And a trio of immunologists are awarded the Nobel Prize in Medicine for breakthroughs in immune-system research. Zoe Kuhlkin hosts.
Asit Sharma, Yasser El-Shimy, and Tim Beyers debate whether the hundreds of billions presently committed to AI infrastructure will pay off for shareholders. Are we in a bubble? Which companies will profit irrespective of what comes next?
Asit Sharma, Yasser El-Shimy, and Tim Beyers:
- Discuss their views of the AI spending race and three stocks poised to profit regardless.
- Make three reckless predictions for the A.I. industry.
- Play another game of Faker or Breaker with three recent IPO stocks.
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Last month, Ben & Jerry’s co-founder Jerry Greenfield quit the brand after 47 years, accusing parent company Unilever of not allowing the company to speak out on social issues. Host Jessica Mendoza talks to Ben Cohen, the co-founder who stayed, about why he’s not leaving, what he wants next for the company, and why political messaging is important for his ice cream brand.
During the Middle Ages, taxation was considered to be appropriate only as an extreme measure in times of emergency, and as a last resort. Kings were expected to subsist on revenues from their own private property.
ICE is intentionally provoking violence in the nation’s cities and then glorifying it with their crack video team. Meanwhile, the rhetoric coming from Trump true believers about their desire for a ‘benevolent’ authoritarian strongman is truly alarming. But governors and members of the judiciary are behaving like we still have a republic —and that the insurrectionist president can’t just deploy Guard troops in whatever state he wants. Plus, the Dems should consider broadening their aims with the shutdown, and Jane Fonda is reviving her father’s McCarthy-Era free expression group.
President Trump called National guardsmen from Illinois and Texas to Chicago, and they could arrive any day now. In the Loop checks in with Illinois Veterans for Change chair Jesse Rojo and About Face: Veterans Against the War member Aaron Hughes, an Illinois National Guard veteran, about the President’s decision to send troops to Chicago and other U.S. cities.
For a full archive of In the Loop interviews, head over to wbez.org/intheloop.
President Donald Trump and Defense Secretary Pete Hegseth outlined some stark changes to the U.S. military’s policies and norms at last week’s gathering of its top brass.
From new standards that question the fitness of women in combat roles, to deploying the military to U.S. cities, the White House is outlining a new vision for the armed forces. It’s also looking to eliminate existing channels to report abuse and harassment within the ranks and implement random polygraph tests.
M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we discuss OpenAI and AMD's megadeal, whether the AI investment cycle is a disaster waiting to happen, and how NVIDIA might feel about the arrangement. We also discuss Sam Altman and Jony Ive's struggles in developing their own AI device and how all tech companies seem to be building the same AI enabled ambient computing. Finally, we pour one out for the Vision Pro. Tune in for a deep discussion of tech's biggest news with one of the industry's leading analysts.
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