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- Judy Shelton, Gold Standard Chatter and Cracks in Credit: Inside DH Unplugged 821Delray Beach, FL Thursday Oct 15, 2026 @ 1:20 PM Central — Episode 821 of DH Unplugged, titled Gold Standard Ahead, hosted by Andrew Horowitz and John C. Dvorak, lands on October 14, 2026 with a flu-rattled Horowitz powering through a dense market docket. The pair unpack the appointment of Judy Shelton as a counselor to Treasury Secretary Scott Bessant, revived gold-standard chatter, the opening salvo of bank earnings season, cracking consumer credit, and a widening U.S. trade deficit. It is a quintessential DH Unplugged hour: skeptical, specific, and willing to call policy theater by its name. Listeners can expect granular reporting across several threads pulled directly from the week's tape: JPMorgan, Goldman Sachs, Citigroup and Wells Fargo kicking off earnings, with Bank of America hit by a reported $1.5 billion money-laundering fine on the eve of its print. High-yield bond yields climbing from 7.22% to 8.1% in a month, and CCC spreads blowing out roughly 1,250 basis points. U.S.-to-China tanker bookings reportedly hitting $80 million per voyage, adding about $41 per barrel in freight cost alone. Compass data showing price reductions on up to 58.9% of listings in Williamson, Texas, versus just 5.6% in San Francisco. The hosts' trademark skepticism cuts through official narratives on rate policy, the Russia-Ukraine ceasefire framing, and Bessant's bond-market maneuvering. Horowitz, exasperated by Treasury's attempts to cap long-end yields and possibly scrap 20-year auctions, delivers a direct message: Scott Bessant, if you're listening, because I know you are, I know you're listening, it's maybe late in the show, but please stop because you're messing around with gasoline with a match. Dvorak counters with his read of the political optics, arguing the administration is in "the twilight of the optics game" where messaging substitutes for substance. The episode goes deep on the collision of AI, labor and software economics. Kroger announced 3,000 corporate layoffs, roughly 30% of its 10,000-person white-collar headcount, targeting finance, supply chain, procurement, real estate and HR. Dvorak, drawing on his Fortune 500 consulting work, pushes back on the AI-productivity narrative, arguing most real savings come from replacing outside firms like PwC and Accenture rather than internal staff. The hosts also walk through Anthropic's new policy prohibiting "sustained needless cruelty" toward Claude, a French supermarket hack that remotely disabled internet-connected refrigerators (some reportedly catching fire), and a new open-source tool, Reverse Engineer Anything, which spawned Slowbooks, a free clone of QuickBooks 2003. Anduril's planned $3.7 billion Maryland shipyard for Virginia-class submarine components, Broadcom's $42 billion customer-financing program, and Apple's LG-built smart-home push round out the tech beat. About DH Unplugged DH Unplugged is a weekly investing and markets podcast hosted by financial advisor Andrew Horowitz and tech commentator John C. Dvorak. The show blends Fed policy, earnings, commodities, consumer trends and offbeat cultural observations with a skeptical, conversational tone that cuts through Wall Street spin. Available at dhunplugged.com, via RSS, Apple Podcasts, Spotify and Amazon Music/Podcasts, DH Unplugged serves self-directed investors who want context, not cheerleading. Episode 821 is available now wherever podcasts are heard.
- Pervaziv AI Updates Cortex Discover Performance with Ten Phase Sustained AI QualificationNew results show 13% faster startup, memory near parity, 5.6% lower H.264 CPU, 25.8 ms AI panel readiness and zero retained processes in sustained testing. The post Pervaziv AI Updates Cortex Discover Performance with Ten Phase Sustained AI Qualification first appeared on
- Hudbay Minerals Inc.Hudbay to Host Conference Call for Third Quarter 2026 ResultsHudbay Minerals Inc. (“Hudbay” or the “Company”) (TSX, NYSE: HBM) senior management will host a conference call on Thursday, November 12, 2026 at 11:00 a.m. ET to discuss the Company’s third quarter 2026 results.
- XCENA Showcases CXL Memory Innovations for AI Inference at OCP Global Summit 2026XCENA's MX1 lineup of CXL-based memory solutions showcased at OCP Global Summit 2026 in San Jose. – XCENA and SK hynix are jointly optimizing RDMA-based shared-memory performance; their collaboration demo was featured at the SK hynix booth – MX1 demonstrations show a KV cache shared across inference servers and near-data
- AI Maverick Intel Signs Definitive Agreement to Acquire Heal Access, an Agentic AI Healthcare PlatformCompanies: IntelAI Maverick Intel, Inc. (OTCID:AIMV) ("AIMV" or the "Company") has entered into a definitive share purchase agreement (the "Share Purchase Agreement") to acquire, through a wholly owned subsidiary, all of the issued and outstanding shares of Heal Access Canada Inc. ("Heal Access") from HEAL Group Holdings Inc. ("HEAL Group"), AIMV's controlling stockholder. The Share Purchase Agreement follows the non-binding letter
- ZestyZesty Launches Automated Fractional GPUs, Bringing Automation to NVIDIA CUDA-Native GPU FractioningCompanies: NvidiaFollowing NVIDIA's open-source release of the Run:ai platform, Zesty's new autonomous capability continuously adapts GPU memory allocation, compute sharing, and workloads placement as demand changes, enabling more workloads to run on each GPU. SAN MATEO, Calif., Oct. 15, 2026...
- Sterling Computers Corp.Sterling and BitRipple Partner to Deliver Super Intelligence Efficiency and Communication AccelerationThe companies will package BitRipple's LT3 GPU transport into deployment-ready solutions for AMD and NVIDIA GPU platforms NORTH SIOUX CITY, S.D. & BERKELEY, Calif., October 15, 2026--Sterling Computers Corp. ( www.sterling.com ), a global solutions integrator serving government, education and commercia
- Wolfspeed, IncInfineon and Wolfspeed Expand and Extend Long-Term Silicon Carbide Wafer Supply Agreement to Include 200 mmDURHAM, N.C., October 15, 2026--Wolfspeed, Inc (NYSE: WOLF), a global leader in silicon carbide technology, and Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) today announced the expansion and extension of their existing long-term silicon carbide (SiC) wafer supply agreement. The expanded agreement
- 台积电第三季度财报大超预期：利润连续六个季度刷新纪录，营收增长50%Companies: TSMC10月20-22日上海黄浦江畔，2026可持续全球领导者大会再度来袭。诺奖、图灵奖得主现场讲述科技未来与趋势，更有“解救”焦虑、内卷时代的网红教授——麦克法兰与项飙现场对话！ 名额有限，手慢无。让我们共赴可持续之约！ 【点击报名】 台积电 （TSMC）10月15日公布2026年第三季度财报，净利润同比增长近69%至7630.6亿新台币（约235.5亿美元），创历史新高，超过市场预期的7463亿新台币。这是台积电连续第六个季度刷新净利润纪录，也是连续第11个季度实现利润增长。同期营收同比增长50%至1.49万亿新台币，毛利率达到66.4%，反映出人工智能芯片需求持续推动先进半导体制造业务增长。 净利润连续六季创新高，净利率突破50% 台积电第三季度净利润达到7630.6亿新台币，较去年同期增长近69%，比分析师普遍预期高出约2.2%。同期营收达到1.49万亿新台币，同比增长50%，显示公司业务规模继续快速扩张。盈利能力方面，台积电
- Global Microprocessor Market Size, Share, Growth Trends, and Forecast 2026-2035 | AI, High-Performance Computing, Automotive, and IoT Drive 8.7% CAGR Toward USD 191 BillionAI-optimized designs, energy-efficient chips, advanced packaging and ecosystem partnerships strengthen differentiation, supply security and ROI.
- NVIDIANVIDIA and Semiconductor Leaders Advance AI Across Chip Design and Manufacturing for AI-Defined FabsCompanies: NvidiaNVIDIA today announced semiconductor leaders are adopting NVIDIA CUDA-X™ libraries — including the new NVIDIA cuPotential library, which developers can use to build AI agents that simulate how atoms and molecules interact — to advance AI-defined fabs.
- NVIDIA and Semiconductor Leaders Advance AI Across Chip Design and Manufacturing for AI-Defined FabsCompanies: NvidiaNews Summary: