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DHUnplugged Podcast - DHUnplugged #780: Code Red
Winner of the CTP Cup for IBIT
Announcing the participants for the CTP Cup 2025
Calling a Code Red! Sam Altman’s declaration
PLUS we are now on Spotify and Amazon Music/Podcasts!
Click HERE for Show Notes and Links
DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.
Love the Show? Then how about a Donation?
Follow John C. Dvorak on Twitter
Follow Andrew Horowitz on Twitter
Interactive Brokers
Warm-Up
- Winner of the CTP for IBIT
- Announcing the participants for the CTP Cup 2025
- Calling a Code Red! Sam Altman's panic
- Here come the Tariff lawsuits
- - Smart Toilets are a thing (And learning the Bristol Scale)
Markets
- Horses can smell the barn.... Seasonal Trends
- PR Teams - full throttle - (This is their Social Media)
- Tax planning over the next couple of weeks may see some selling into year end
Impressive Results
- India's economy grew at a faster-than-expected pace of 8.2% in the quarter ended September against a forecast of 7.3% in a Reuters poll and 7.8% expansion in the previous quarter, data released last Friday showed.
- The Indian government has cut consumer taxes on hundreds of items and implemented long-delayed labour reforms in the last three months as it tries to keep the domestic economy strong in the face of global uncertainties.
- Strongest in 6 quarters
- Economists said stockpiling for the festive season as well as expedited exports ahead of the 50% tariff deadline on August 27 might have contributed to the quarterly growth figures.
- Manufacturing output rose 9.1% in the quarter ending in September from a year earlier against growth of 7.7% a quarter ago, while construction expanded 7.2% year-on-year from 7.6% a quarter ago.
NVDA Spreading Out
- Nvidia on Monday announced it has purchased $2 billion of Synopsys common stock as part of a strategic partnership to accelerate computing and artificial intelligence engineering solutions.
- As part of the multiyear partnership, Nvidia will help Synopsys accelerate its portfolio of compute-intensive applications, advance agentic AI engineering, expand cloud access and develop joint go-to-market initiatives, according to a release.
- Nvidia said it purchased Synopsys’ stock at $414.79 per share (Now at $445)
Amazon Ultra Fast Service
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By Dame JennWinner of the CTP Cup for IBIT
Announcing the participants for the CTP Cup 2025
Calling a Code Red! Sam Altman’s declaration
PLUS we are now on Spotify and Amazon Music/Podcasts!
Click HERE for Show Notes and Links
DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.
Love the Show? Then how about a Donation?
Follow John C. Dvorak on Twitter
Follow Andrew Horowitz on Twitter
Interactive Brokers
Warm-Up
- Winner of the CTP for IBIT
- Announcing the participants for the CTP Cup 2025
- Calling a Code Red! Sam Altman's panic
- Here come the Tariff lawsuits
- - Smart Toilets are a thing (And learning the Bristol Scale)
Markets
- Horses can smell the barn.... Seasonal Trends
- PR Teams - full throttle - (This is their Social Media)
- Tax planning over the next couple of weeks may see some selling into year end
Impressive Results
- India's economy grew at a faster-than-expected pace of 8.2% in the quarter ended September against a forecast of 7.3% in a Reuters poll and 7.8% expansion in the previous quarter, data released last Friday showed.
- The Indian government has cut consumer taxes on hundreds of items and implemented long-delayed labour reforms in the last three months as it tries to keep the domestic economy strong in the face of global uncertainties.
- Strongest in 6 quarters
- Economists said stockpiling for the festive season as well as expedited exports ahead of the 50% tariff deadline on August 27 might have contributed to the quarterly growth figures.
- Manufacturing output rose 9.1% in the quarter ending in September from a year earlier against growth of 7.7% a quarter ago, while construction expanded 7.2% year-on-year from 7.6% a quarter ago.
NVDA Spreading Out
- Nvidia on Monday announced it has purchased $2 billion of Synopsys common stock as part of a strategic partnership to accelerate computing and artificial intelligence engineering solutions.
- As part of the multiyear partnership, Nvidia will help Synopsys accelerate its portfolio of compute-intensive applications, advance agentic AI engineering, expand cloud access and develop joint go-to-market initiatives, according to a release.
- Nvidia said it purchased Synopsys’ stock at $414.79 per share (Now at $445)
Amazon Ultra Fast Service