Podcasts about 8B

Michael Saylor's "never sell" era is OVER. Strategy sold 3,588 BTC (~$216M) at a 20% loss to cover $1.8B in dividend obligations — and Canadian pensions are holding close to $1B of MSTR stock. On June 29, Strategy's board adopted its "Digital Credit Capital Framework": $1B stock buybacks, a 12% STRC dividend, and a $1.25B "BTC Monetization Program" authorizing Bitcoin sales "when strategic." CEO Phong Le calls it "evolving from one-way capital issuance to active capital management." The mNAV premium that financed five years of buying has collapsed from 2.66x to around 1x — and one in three Bitcoin treasury companies now trades below the value of its coins. In this episode of the Canadian Bitcoiners Podcast:- Strategy's pivot: the mNAV death spiral, coins sold at a 20% realized loss, insider selling, and JPMorgan's $2.8B-$11.6B index-exclusion warning- The Canada connection: CPPIB, AIMCo, National Bank, RBC and HOOPP hold ~$1B of MSTR — your pension bought the wrapper trade- A quantum-proof recovery tool that works for everyone except Satoshi's 1.1M BTC- OkoBot: malware that fakes your Ledger/Trezor recovery screen- Global hashrate is shrinking — but Pakistan is up 733%- CleanSpark signs a $6.6B, 20-year AI data center lease- Canada bans crypto political donations under Bill C-25- Clown World North: Stan Cho's $16,203 hotel bill, Canada Post's $30.8M in bonuses against a $1.57B loss, and $159,800 in flight catering- The BIS confirms Canada's housing crash is the biggest on record as 56,400 Canadians leave in a year The leverage cycle is unwinding — the conviction cohort isn't. Long-term holders just hit a record 14.85M BTC. ETF outflows and treasury-company stress are paper Bitcoin changing hands; the base layer doesn't care. Hold your own keys. — Canadian Bitcoiners Podcast- Website: https://canadianbitcoiners.com- X: @CanadianBTCPod- Subscribe & turn on notifications ————————————————————————————————SPONSORS

July 17, 2026: Your daily rundown of health and wellness news, in under 5 minutes. Today's top stories: Eli Lilly acquires AtaiBeckley for up to $3.8B, the largest psychedelic medicine deal yet, gaining an intranasal DMT therapy in Phase 3 for depression Wonder closes $650M Series D at $9B valuation, building a vertically integrated food platform spanning restaurants, delivery, and AI personalization Hemispheric emerges from stealth with $52M and Descartes, a foundation AI model trained on EEG data to diagnose depression, PTSD, and Alzheimer's Today's episode is brought to you by AIIR — a modern communications and experiential agency for health, wellness, fitness, and performance brands. From earned media to events and creator-led campaigns, AIIR helps companies sharpen their story, earn attention, and build trust that compounds. Visit https://aiir.agency to learn more. More from Fitt: Fitt Insider breaks down the convergence of fitness, wellness, and healthcare — and what it means for business, culture, and capital. Subscribe to our newsletter → insider.fitt.co/subscribe  Work with our recruiting firm → https://talent.fitt.co/ Follow us on Instagram → https://www.instagram.com/fittinsider/ Follow us on LinkedIn → linkedin.com/company/fittinsider  Reach out → insider@fitt.co 

On today's episode, Yaron Werber, John Maraganore, Sam Fazeli, and Matt Gline open with a discussion of biotech market volatility, with Matt noting that it often seems driven more by opaque factor dynamics than company-specific fundamentals. The group then turns to Eli Lilly's continued “Amazonification” and reinventing the pharma business as it acquires a variety of different companies, including this week's $2.8B upfront acquisition of Atai Beckley, a psychedelic-focused company. The conversation turns to BioCentury's reporting on Asia-to-West NewCos, prompting a debate about whether China is uniquely changing the market or simply reflects broader shifts in cheaper, faster development. On policy, the group covers BIO's response to the OMB proposal that could inject political review into federal grant decisions. The co-hosts also debate Kalshi's move to create prediction markets around clinical trial and regulatory outcomes. On pipeline updates, the group discusses Merck's approval of Lipfendra, the first oral PCSK9 drug, and the broader class implications. In CNS, Biogen and Ionis' diranersen tau ASO data spark a discussion of aconfusing dose response, ASO tolerability, tau as a target in Alzheimer's disease, and the promise of alternative modalities from Arrowhead and Alnylam. The episode closes with M&A and financing, including AstraZeneca's licensing deal with Dizal for the EGFR exon 20 inhibitor sunvozertinib andErasca's RAF data plus its $500M financing, which Sam views as a strong market signal despite a volatile biotech backdrop. This episode aired on July 17, 2026.

Thursday, July 16, 2026 Today, Todd Blanche and Jay Clayton testify in their respective confirmation hearings on Capitol Hill; Trump says ICE should continue traffic stops less than one day after DHS suspended the practice; Donald threatens to destroy bridges and civilian power plants in Iran; ICE admits it has a trove of documents about being stationed at polling places; plus Allison and Dana deliver your Good News. Thank You, HoneyLove Save 20% Off Honeylove by going to honeylove.com/DAILYBEANS #honeylovepod  #sponsored The Daily Beans is proud to partner with Miles Taylor and our friends at DEFIANCE.org For a limited time, members of the Daily Beans community can receive a FREE 3-month full membership to DEFIANCE.org and gain access to one of the fastest-growing pro-democracy movements in America. Join here: https://www.defiance.org/beans Join The Daily Beans and give a gift today to ensure The Trevor Project can continue its crucial work in the face of continued challenges. Donate to The Trevor Project - Daily Beans Podcast Guest: Adam KlasfeldAll Rise News@allrisenews|Bluesky, @klasfeldreports.com|BlueSky, @KlasfeldReports|Twitter, @senecaprojectus - Instagram The Latest Breakdown:BREAKING: EXCLUSIVE: FBI Admits it has Epstein Files Training Videos StoriesICE reverses, admits it may have trove of documents on agents at polling places | Democracy Docket Trump: ICE should continue traffic stops after recent shootings, seeming to contradict new policy | NBC News AG nominee Blanche told top Democrat he ‘made a mistake' with $1.8B anti-weaponization fund | Courthouse News Service Trump threatens to bomb bridges and power plants unless Iran resumes talks | BBC NewsGood Troubleimmigrantjustice.org - know-your-rights in an ice encounter →GoodTroubleLivesOn.org/ July 17-19 →Urge Democrats to Oppose and Stop Trump's Crypto Corruption | Indivisible Guide →Defiance.org/beans →Show up for our Libraries - action.ala.org →How to help those impacted by the Venezuela earthquakes|AP →Oppose House Amendment to Defund the Peace Corps! →Stand With Minnesota →ICE List  →iceout.org Good NewsVolunteer Opportunities, Events, and Petitions Near Me · John Lewis Actions on Mobilize Altadena Cookie Co dana-goldbergs-southwest-funnyfest Oct 9 -Email Dana@DanaGoldberg.com for sponsorship informationTour - DANA GOLDBERGTickets for Dana Goldberg: Outrageous - Sep 23 - Den Theater - Chicago  →Share your Good News & Good Trouble - The Daily Beans →Beans Talk audio -beans-talk.simplecast.com →Email Dana LGBTQ Owned eating establishments in your area - hello@mswmedia.com Subject: “Dana's Project” Subscribe to the MSW YouTube Channel - MSW Media - YouTube Our Donation Links The Trevor Project - trevorproject.org/beans Blue Wave California - https://secure.actblue.com/donate/msw-bwc Donate to Public Citizen - https://citizen.org/beans/ Donate to It Gets Better / The Daily Beans Fundraiser Pathways to Citizenship link to MATCH Allison's Donationhttps://crm.bloomerang.co/HostedDonation?ApiKey=pub_86ff5236-dd26-11ec-b5ee-066e3d38bc77&WidgetId=6388736 Join Dana and The Daily Beans in support of Human Rights Campaign http://onecau.se/_ekes71National Security Counselors - Donate, ActBlue.com/donate/msw-bwc, WhistleblowerAid.org/beans Dr. Allison Gill - The Breakdown | Allison Gill, Mueller, She Wrote @muellershewrote.com - Bluesky, MSW & The Daily Beans Podcast @muellershewrote - Instagram, MSW Media - YouTube →Federal workers - email AG - fedoath@pm.me Dana Goldberg - Dana is on Patreon! At Dana's Dugout, @dgcomedy - Bluesky, @dgcomedy - IG, Dana Goldberg - Facebook,  DanaGoldberg.com More from MSW Media - Shows - MSW Media, Cleanup On Aisle 45 pod, The Breakdown | Allison Gill Reminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:https://apple.co/3XNx7ckWant to support the show and get it ad-free and early?https://patreon.com/thedailybeanshttps://dailybeans.supercast.com/https://apple.co/3UKzKt0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Uber agreed to acquire Delivery Hero for ~$14.8B, expanding into 99 markets. Thinking Machines released its first open-weight model, Inkling, SpaceXAI open-sourced Grok Build after a data-upload backlash, and sources detailed xAI's chaotic race to catch Claude under new leadership. Uber agrees to acquire Delivery Hero in a deal that values the German food delivery company at ~$14.8B, offering €41.50 per share and buying Prosus' 16.8% stake (Bloomberg) Thinking Machines Lab debuts Inkling, an open-weight MoE model with 975B total and 41B active parameters, trained to be broad rather than optimized for one area (Thinking Machines Lab) Thinking Machines Lab debuts Inkling, an open-weight MoE model with 975B total and 41B active parameters, trained to be broad rather than optimized for one area (WSJ) SpaceXAI open-sources Grok Build under an Apache 2.0 license, after the tool uploaded user repositories to SpaceXAI's Google Cloud bucket, causing a backlash (Simon Willison) SpaceXAI open-sources Grok Build under an Apache 2.0 license, after the tool uploaded user repositories to SpaceXAI's Google Cloud bucket, causing a backlash (The Decoder) Sources detail how xAI has been slowed down by internal chaos as Musk pushed for Grok to match Claude, amid signs it is turning a corner under Michael Nicolls (Bloomberg) Sources: Apple is preparing new iPads, including an iPad mini with an OLED screen by October and refreshed entry-level iPads and iPad Airs for 2027 (Bloomberg) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Run the Numbers, CJ breaks down Cumberland Farms' IPO filing and the surprising business behind it.—SPONSORS:RightRev is an automated revenue recognition platform that lets your product team ship new pricing without asking finance for permission, and your sales team close deals without creating downstream chaos. Check out their free tool at calculator.rightrev.com It scores your rev rec process, shows what's exposing you to risk, and tells you exactly where to focus before it bites you in the rear end. Check it out at https://calculator.rightrev.comPulley is an equity management platform that lets you issue options, model dilution, and complete 409As without your cap table turning into a spreadsheet disaster. Founders raising, hiring, and scaling use Pulley to keep equity clean and stay focused on building. Learn more or request a demo at https://pulley.com/mostlymetricsRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjMaximor is an autonomous finance platform that runs order-to-cash, procure-to-pay, the close, cash management, and reporting on self-learning agents instead of a dozen disconnected tools. One PE-backed customer cut their close in half, took audit findings from seven to zero, and cut back-office costs by 70% in six months. You pay for outcomes, not seats. See it at https://www.maximor.ai/Brex is an intelligent finance platform with AI-powered agents that capture expenses automatically, enforce policy before the spend happens, and close your books in minutes instead of weeks. 35,000+ companies like OpenAI, Coinbase, Anthropic, and DoorDash already run on Brex. It's time to get Brex AF. Learn more at https://www.brex.com/metricsAnrok is the sales tax platform that watches your exposure everywhere, automates compliance, and flags risk before it turns into a surprise back-tax letter from a state you've never set foot in. Companies like Anthropic, Notion, and Vanta already trust Anrok to stay ahead of rules that move faster than any spreadsheet can. Talk to a sales tax expert for a personalized exposure estimate at https://www.anrok.com/rtn—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNCJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 Preview and Intro2:57 Key metrics4:28 Europe now out-earns America5:01 $5.8B debt at 8x leverage6:20 TLDR: snacks, gas, borrowed money7:58 Fuel vs. inside: the gross profit photo finish8:58 COCO, CONCO, and OTHER explained10:57 Sponsors — Maximor | Brex | Anrok14:02 Why scale matters: four reasons16:02 The US convenience store market17:42 EVs: long the birth rate18:05 Back to the debt19:10 The sale leaseback20:24 Sponsors — RightRev | Pulley | Rillet23:26 Does the deleveraging math work?24:27 The growth thesis25:06 600–700 stores become Cumberland Farms26:16 The chicken fryer ROI27:00 Coffee and loyalty: 6M members in 13 months28:15 Red flag 1: five-for-five COSO failures28:41 Red flag 2: entire C-suite is new29:04 Red flag 3: lending to their own parent29:42 Red flag 4: Big Tobacco funds loyalty29:57 Red flag 5: foreign issuer, Cayman charter30:10 Red flag 6: one supplier is 31% of costs30:32 Red flag 7: balance sheet is stale30:45 Cap table: TDR Capital and the Issa brothers31:55 Casey's vs. ARCO33:47 Goldman got bumped34:08 Massachusetts banned the pump clip until 201534:57 No health insurance disclosure for 16K US workers35:30 Robert Swan (ex-Intel CEO) is on the board36:08 Credits

#stockmarket #finance #investing #sbifunds #inflation #chipstocks #tcs #hcltech #rupee #adityabirla #kalyanjewellers #iciciprudential #reliance #nifty50 #businessnewsCatch today's macro breakdown! AI stocks face a major global selloff as SK Hynix plunges 15%. India's retail inflation jumps to 4.38%, breaching the RBI's 4% benchmark target. The rupee slides to a 1-month low, while June exports grow 15.5%. In corporate news, the SBI Funds IPO kicks off, Aditya Birla buys Sprng Energy for $1.8B, Kalyan Jewellers surges 47%, and TCS signs a mega AI deal with ABB.https://shorturl.at/gM97lHow to Use Artificial Intelligence for Investing - Combo of 5 ebookshttps://shorturl.at/P7ZcoBook your seat for Bhubaneshwar Sessionhttps://shop.investyadnya.in/pages/global-portfolio-methodologyInvest in Investyadnya's Global Equity Portfolio00:32 Trump Announces 'Iranian Blockade'02:57 Crude oil rises04:00 Global AI Stock Selloff05:01 UAE Oil Output Surges 80pc05:37 Russian Crude Discounts Double06:21 India Retail Inflation Breaches 4pc07:41 India-US Trade Pact Talks09:00 Monsoon Deficit Widens to 18pc09:41 Rupee Slips to 1-Month Low10:01 June Trade Deficit Widens11:15 TCS Bags Mega ABB AI Deal11:39 HCL Tech Q1 FY27 Results12:33 ICICI Prudential AMC Q1 Results13:26 Kalyan Jewellers Zooms 47pc14:03 HDFC Bank Trims Workforce14:56 Aditya Birla Buys Sprng Energy15:39 SBI Funds Management IPO Opens16:10 Knowledge Section

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In "Private Fleets Rescue Freight Brokers in 2026", Joe Lynch and Russell Jones, CEO & Co-founder of Private Fleet Net Zero, discuss how unlocking empty private backhauls provides brokers with discounted, high-quality capacity to combat fraud and skyrocketing liability. About Russ Jones Russell Jones co-founded Private Fleet Net Zero to help the 45% of trucks that are in Private Fleets with usually empty backhauls find loads from $50B+ of 3PL freight spend, leveraging his leadership of Cargo Chief, which enables 1,200+ 3PL buyers with $8B+ of spend to buy transportation capacity more profitably. Previously, Mr. Jones co-founded and led two cloud-based physical security firms.  He was also the founding CEO of Clearvox Communications, which pioneered the market for cellular phone headsets, which he sold to Plantronics.  Beforehand at Adaptec, Mr. Jones doubled a $50M channel products business to $100M. Mr. Jones has been awarded 10 patents, and holds a BSBA with highest honors from Boston University and an MBA from the Harvard Business School. About Private Fleet Net Zero Private Fleet Net Zero, PFNZ, is uniquely aggregating 10,000s of trucks with 1,000s of lanes of underutilized, underpriced, theft-free and superior private and dedicated fleet trucking capacity and matching via multi patent-pending technologies and artificial intelligence to $10Bs of freight spend registered on our cloud-based platform, while generating a compelling client ROI. Our network is quickly and efficiently growing both fleets and 3PLs on PFNZ, which is on a path to save 30M+ tree equivalents. Key Takeaways: Private Fleets Rescue Freight Brokers in 2026 In "Private Fleets Rescue Freight Brokers in 2026", Joe Lynch and Russell Jones, CEO & Co-founder of Private Fleet Net Zero, discuss how unlocking empty private backhauls provides brokers with discounted, high-quality capacity to combat fraud and skyrocketing liability. Massive Fleet Scale: Private Fleet Net Zero (PFNZ) has rapidly aggregated 80,000 trucks and 40,000 lanes of coverage, using patent-pending AI to match this massive pool of underutilized capacity with tens of billions of dollars in registered freight spend. The $150B Backhaul Waste: Private fleets (where the cargo owner owns the asset, like Walmart or Sherwin-Williams) make up 45% of all trucks on the highway, yet they run empty 80% of the time on their backhauls, leaving a $150 billion pool of premium capacity sitting idle. Pure Profit for Fleets: Because the primary "front haul" already covers the driver's salary, equipment, insurance, and core fuel costs, any backhaul revenue captured through PFNZ represents a 95% pure profit margin for the fleet owner. Quadrupled Broker Margins: Brokers can secure this premium capacity at a 25% discount to the market rate. In a tight market where a typical gross profit might only be $150 on an $1,150 load, cutting carrier costs from $1,000 to $750 can effectively triple or quadruple a broker's net margins. Eliminating Fraud and Liability: Shifting to private fleets bypasses the modern plague of cargo theft, cyber fraud, and "chameleon carriers" who hide bad histories under new DOT numbers. Furthermore, because private fleets have newer equipment and a third less accidents, they shield brokers from catastrophic multi-million dollar "nuclear verdicts" tied to carrier safety under the recent Montgomery ruling. Combating the 2026 Capacity Crunch: Massive federal enforcement of English language proficiency rules is projected to strip 25% of for-hire drivers (400,000 to 600,000 drivers) off the road. PFNZ rescues brokers by giving them an automated "outsourced recruiting team" to tap into stable private capacity that was previously heavily monopolized by the top 10 mega-brokerages. Seamless Integration & Sustainability: PFNZ connects to a broker's TMS within weeks via APIs, reports, or an AI bot to automatically map buying patterns. By eliminating empty miles, the platform is on track to save over 45 million tree equivalents in CO2, giving public companies and shippers a verifiable decarbonization story for SEC and board reporting. Learn More About Private Fleets Rescue Freight Brokers in 2026 Russ Jones | Linkedin Private Fleet Net Zero | Linkedin Private Fleet Net Zero Private Fleet Net Zero: The Deadhead is Dead with Russ Jones The Broken Safety System Threatening Shippers and Brokers with Chris Burroughs What is Blue Ocean Strategy | About Blue Ocean Strategy The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: Trump reported $1.4 billion in crypto income — more than Coinbase earned all year The Trump token collapsed 97% — here's who actually made money Strategy sold 3,588 Bitcoin this morning in its biggest sale yet Bear market data is flashing a signal we've only seen five times since 2011 Saylor says Bitcoin evolves by not changing — Lyn Alden weighs in tomorrow ---- The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $10 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get .25% off their first loan. Learn more at www.ledn.io/natalie  ---- Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU  ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com  —- References mentioned in the episode: Trump Reports More Than $1.4B in Crypto Income for 2025 Trump Insists There's Nothing Wrong With His Big Crypto Gains Trump Pocketed More Than $1B From Crypto Ties as Industry Headed Toward Slump Trump Says There's 'Nothing Wrong' With Family's Crypto Windfall Trump's Crypto Token Buyers Are Down $3.8B, Blockchain Data Shows Nearly 1 Million Wallets Are Down $3.8B on Trump's Memecoin Trump Financial Disclosures Show Hundreds of Millions in Crypto-Related Income Trump's Memecoin Investors Are Down Billions Clarity and Congress's Summer Break — State of Crypto River's Chart on 5-Year Crypto Performance Bitcoin Magazine on Trump's Crypto Disclosure Bitcoin Long-Term Holders Have Returned to Accumulation, Glassnode Says Barstool's Portnoy Plans to Hold Bitcoin Down to $0 After Timing It Wrong Every Time Michael Saylor: "Bitcoin Evolves by Not Changing" DurdenBTC: ~45% of Long-Term Holder Supply in Loss DurdenBTC: Bitcoin Supply-in-Profit at Historical Lows Bitfinex: Long-Term Holder Supply in Loss  ---- Upcoming Events: The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL  ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

Multifamily investors are hurting — foreclosures, capital calls, and wiped-out equity are dominating the headlines and social media feeds. So is the investment thesis actually dead? Spencer Gray and Griffin Haddad tackle the question head-on this week, plus break down Gray Capital's newest offering: Century Apartments in West Lafayette, Indiana.In this episode:• Introducing Century — a new multifamily investment opportunity located inside the Purdue Research Park in West Lafayette, IN, directly adjacent to SK hynix's $3.8B semiconductor facility• A look inside Gray Capital's AI-powered deal room — including a multi-agent simulation that stress-tests every assumption in the business plan• Breaking down a viral LinkedIn post on real losses happening across the multifamily industry — and why context matters• Yardi Matrix's Summer 2026 Outlook: new supply is projected to drop nearly 40% by 2027–2028• RentCafe's $1,500 rent budget study — how far your money goes in 200+ US cities• Explore the Century investment opportunity and interactive deal room: https://GrayCapitalLLC.com

On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by CoinDesk Indices and Data to break down nearly $1.8 billion in weekly Bitcoin ETF outflows, Strategy's new capital plan, and whether the digital asset treasury narrative is back. SharpLink CEO Joseph Chalom joins to unpack the Ethereum Foundation's funding crisis, the launch of ETHlabs, and the company's $75 million raise, as he makes the case for an institutional supercycle in ETH. In this week's 10X, Kaizen founder Brian Jung breaks down his MicroStrategy short. Moody's Ratings Managing Director and Global Head of Digital Economy Fabian Astic explains how the firm is embedding credit ratings into tokenized securities on Solana and unveils the first-ever credit rating methodology for stablecoins. Plus, Midnight Foundation President Fahmi Syed details the partnership with Bank of England-regulated Monument Bank and why privacy is becoming the missing piece for institutional adoption. - This episode of Public Keys is brought to you by Kraken Pro. For more: https://pro.kraken.com/ - Learn more at https://www.bullish.com/. - To get market moving news delivered daily, download CoinDesk's mobile app: https://linktr.ee/coindeskapp. - Timecodes: 00:00 Welcome to Public Keys 00:52 BTC ETFs See $1.8B in Weekly Outflows 02:57 Strategy's Capital Plan and Bitcoin's Week 04:12 Is the Digital Asset Treasury Narrative Back? 06:37 Ethereum Foundation Departures and ETHlabs 07:06 SharpLink CEO Joseph Chalom Joins 08:15 Ethereum's Funding Crisis and the ETH Bull Case 10:25 Inside SharpLink's $75M Raise 13:36 ETH's Institutional Super Cycle and Price Outlook 15:19 Will the Clarity Act Pass This Year? 17:45 10X: Brian Jung's Strategy Short 19:16 Moody's Ratings Brings Credit Ratings On-Chain 19:46 Fabian Astic on the First Stablecoin Credit Rating 21:36 Do Stablecoins Need Ratings After the Genius Act? 23:17 Why launch token ratings on Solana and Canton first? 25:36 Collateral Mobility and $255T in Trapped Liquidity 28:46 Is Privacy the Missing Piece for Institutions? 29:02 Midnight's Fahmi Syed on the Monument Bank Deal 33:46 The Collateral Warehouse and Global Expansion 36:38 Thanks for Watching

In this episode of Run the Numbers, CJ breaks down Lime's S-1 as the scooter company heads toward the public markets. He gets into the $1.8B valuation, Wayne Ting's turnaround playbook, Lime's unit economics, the post-Covid recovery, and the debt wall that may be forcing the IPO window open.—SPONSORS:SpendHound cuts your SaaS and AI spend by up to 30% using real pricing benchmarks across 10,000 vendors, so you always know what fair pricing looks like before your next renewal. Rated #1 on G2 in SaaS spend management, it's free forever for teams up to 1,000 employees. Sign up by June 12th and get $500 just for getting started. Go to https://www.spendhound.com/cjBrex is an intelligent finance platform with AI-powered agents that capture expenses automatically, enforce policy before the spend happens, and close your books in minutes instead of weeks. 35,000+ companies like OpenAI, Coinbase, Anthropic, and DoorDash already run on Brex. It's time to get Brex AF. Learn more at https://www.brex.com/metricsAleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/runRightRev is an automated revenue recognition platform that lets your product team ship new pricing without asking finance for permission, and your sales team close deals without creating downstream chaos. Check out their free tool at calculator.rightrev.com It scores your rev rec process, shows what's exposing you to risk, and tells you exactly where to focus before it bites you in the rear end. Check it out at https://calculator.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjEY has been part of Silicon Valley since it was just a valley, helping the most successful names in tech go from startup to exit to megacap. With teams across strategy, tax, audit, and transactions, EY helps you get your financials right early, long before your investors start asking for it. You build the next big thing, and EY will help you build it right. Learn more at https://www.ey.com/techstartups—LINKS: Mostly Talent: https://mostlymetrics.typeform.com/to/cLTxtAsNCJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:SpaceX S1 Breakdownhttps://youtu.be/AARjbTO8FKo—TIMESTAMPS:0:00 Intro1:48 What Lime does2:47 Phoenix rising from the ashes3:53 Revenue: $887M, 29% growth6:38 Gross margin and the depreciation trick7:53 Adjusted EBITDA: $218M, up 42%8:27 Why the net loss got bigger9:54 Sponsors — SpendHound | Brex | Aleph13:08 Revenue per vehicle per day13:42 Marketing: only 2% of revenue14:01 Subscription mix: 28% and rising14:25 The debt: $821M but most converts15:37 The turnaround story16:42 What Wayne found taking over17:31 The three numbers he locked in on18:05 The warehouse overhaul19:31 Sponsors — RightRev | Rillet | EY22:33 The debt deep dive23:20 Why the net loss widened24:27 Post-IPO: nearly debt free25:07 Why more scooters make each scooter worth more28:43 How a scooter pays for itself30:43 The swappable battery32:39 Is this a real moat?34:14 Red flag 1: going concern35:11 Red flag 2: depreciation change before IPO36:11 Red flag 3: permits can disappear36:32 Red flag 4: Uber is everything37:24 Red flag 5: vehicles catch fire37:56 Valuation: under 2x revenue39:55 Comps: between Lyft and Uber40:55 Bull vs. bear41:52 Legal name is Neutron Holdings42:47 Credits

The 2026 FIFA World Cup is finally here and Canada is on a roll! But as the excitement builds on the pitch, we're asking the tough questions: will this massive event actually deliver the economic win that was promised?In this episode, Mike Moffatt and Sabrina Maddeaux dive into the real costs of hosting the world's biggest party. They break down the billion-dollar price tags, FIFA's business model, and whether taxpayers are getting stuck with the bill while others reap the rewards. (Producer note: This episode was recorded on June 5th, 2026.)Topics covered:The economics of hosting the FIFA World CupWhy economists question projected economic benefitsPublic spending on stadiums, security, and infrastructureTourism displacement and local business impactsHousing, short-term rentals, and affordability concernsFIFA's revenue model and tax treatmentTransit, traffic, and quality-of-life effects for residentsLessons from previous World Cup host countriesDynamic ticket pricing and the changing fan experienceIf you enjoy thoughtful discussions on housing, infrastructure, public policy, and the economic issues affecting Canada's middle class, subscribe for more episodes from The Missing Middle.Chapters:00:00 The World Cup's Economic Myth00:49 The Benefits Nobody Talks About03:32 Can Hosting the World Cup Actually Lose Money?05:11 Why More Tourists Doesn't Mean More Growth07:00 Who's Really Paying the $1 Billion Bill?08:23 FIFA's Billion-Dollar Business Model09:19 Cities Pay, FIFA Profits10:39 The Tax Breaks You Didn't Know About12:27 The Hidden Costs for Residents15:21 What Past World Cups Teach Us17:07 Are These Games Worth the Price?17:49 Why World Cup Tickets Are Exploding in Cost19:22 The People's Game or a VIP Experience?Research:BMO Capital Markets -- Canada World Cup GDP boost (up to $6.5B):https://www.wealthprofessional.ca/news/industry-news/bmo-world-cup-2026-set-to-deliver-up-to-c65-billion-economic-boost-for-canada/392593The World Cup is expensive, but it's our turn to pick up the tabhttps://www.theglobeandmail.com/sports/soccer/article-the-world-cup-is-expensive-but-its-our-turn-to-pick-up-the-tab/ProPublica -- 'You do, you pay, we take': how FIFA's host city deals work:https://www.propublica.org/article/world-cup-2026-host-cities-revenue-houstonCBC -- FIFA/Deloitte economic impact assessment for Canada ($3.8B figure):https://www.cbc.ca/sports/soccer/world-cup-2026-canada-fifa-economic-benefits-1.7406435 BNN Bloomberg -- Why economic impact on Vancouver and Toronto may never be known:https://www.bnnbloomberg.ca/business/economics/2026/05/11/blind-side-why-world-cup-economic-impact-on-vancouver-and-toronto-may-never-be-known/Bloomberg Tax -- FIFA 2026 World Cup tax demands on host countries:https://news.bloombergtax.com/tax-management-international/fifa-2026-world-cup-blows-the-whistle-on-complex-tax-risksCP24 -- Toronto holds transit fares steady; NJ Transit $48M bill; Boston $80 game-day fare:https://www.cp24.com/local/toronto/2026/04/16/toronto-will-not-hike-cost-of-transit-during-world-cup-as-other-host-cities-announce-big-fare-increases-to-venues/ESPN -- World Cup ticket sticker shock and dynamic pricing:https://www.espn.com/soccer/story/_/id/48947095/2026-fifa-world-cup-sticker-shock-ugly-cost-beautiful-game-grand-eventVictor Matheson / Holy Cross -- The Economics of the World Cup (academic; stadium white elephants, tourism overestimates):https://hcapps.holycross.edu/hcs/RePEc/hcx/HC1805-Matheson_WorldCup.pdfHosted by Mike Moffatt & Cara Stern & Sabrina MaddeauxProduced by Meredith MartinFunded by the Neptis Foundation https://neptis.org/

In this episode of Building Billions, I sit down with JD Ross, founder of Opendoor, partner at Atomic Ventures, and founder of WithCoverage, to break down how he’s taken companies from idea to billions in enterprise value, including scaling Opendoor from first revenue to an $8B public company in under six years. We get into what actually drives growth at scale, how to understand your business equation, why companies break as they expand, and what it really takes to build and lead teams beyond the founder, while also unpacking the massive opportunity in “boring” industries, AI-enabled operators, and the $5T+ small business wealth transfer that’s reshaping where the next generation of billion-dollar companies will be built.Support the show: http://cardoneventures.comSee omnystudio.com/listener for privacy information.

In this episode of The Capital Raiser Show, Richard C. Wilson sits down with entrepreneur, investor, and 10X founder Grant Cardone for a high-energy fireside chat on scaling businesses, raising capital, multifamily real estate, Bitcoin, social media leverage, and building long-term wealth. Grant shares the mindset and strategies behind building a $5B+ real estate portfolio, raising over $1.8B in equity, using social media to attract investors at scale, and why he believes most traditional investment structures are fundamentally flawed. The conversation dives into real estate cycles, branding, investor psychology, forced appreciation, Bitcoin treasury strategy, scaling through audience building, and how high-performing entrepreneurs continually reinvent themselves to operate at larger levels. Topics covered include: • Building and scaling a $5B+ real estate portfolio • Raising capital outside traditional Wall Street channels • Why social media is a massive investor acquisition tool • Long-term real estate investing and 10-year holds • Bitcoin, cash flow, and treasury strategy • Branding multifamily assets for scale • The psychology of growth and thinking bigger • Why successful people must leave comfort repeatedly • Investor relations, scale, and building loyal communities • High-velocity decision making and deal flow The Capital Raiser Show brings together billionaire investors, family offices, founders, operators, and elite entrepreneurs to discuss capital raising, scaling, investing, and strategic growth. Subscribe for more interviews with top investors, billionaires, family offices, and industry leaders.

Sam Boboev breaks down why stablecoins are the native currency of AI agents, why Mastercard's $1.8B blockchain acquisition and Visa's OpenAI partnership signal the payment giants have accepted their stablecoin future, and why the real killer use case for stablecoins isn't consumer payments.Sam Boboev is Founder of Fintech Wrap Up, a media and analytics platform covering AI, stablecoins, and the future of payments.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro02:17 Stablecoins Native AI Currency05:25 B2B Leads Short Term06:42 Chime AI Assistant Launch10:17 Who Wins Agent Commerce?12:01 Revolut 75M Data Advantage14:37 Mastercard Visa Agent Pay16:06 Mastercard $1.8B Blockchain Bet19:24 More Stablecoin Consolidation Coming23:03 Settlement Is The Killer25:36 Bullish On AI Stablecoins29:02 Regulation Is The UnknownGuest Socials:Sam Boboev Socials: https://x.com/samboboevFintech Wrap Up Website: https://www.fintechwrapup.com/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_i...---

Clayton as DNI, DOJ/Trump's $1.8B slush fund lives, Trump vs Platner, and Iran and inflation. It has been a wild, weird, harrowing week — Iran, ICE in Minneapolis, a UFC fight at the White House, the Knicks in the playoffs, and a president who keeps telling you out loud what he plans to do next. In this special Friday pop-media episode, Paul Rieckhoff brings you his weekly conversation from MS Now and breaks down what he's calling Trump's Plan A, Plan B, and Plan C: weaponize the National Guard, weaponize ICE, and weaponize the ballot box. It's not speculation. Trump has said it. Steve Bannon has said it. The reporting backs it up. And Congress — by Paul's read — has stopped exactly nothing. This is a no-BS briefing for the angry middle. Paul connects the dots between the resurrected payout scheme for January 6th defendants, the ICE escalation in blue cities, the Iran war driving gas prices through the roof, and the coming primary fights from Maine to Nebraska to Montana where independent veterans are stepping up where Democrats can't. He's blunt about the Democratic brand problem, blunt about the Republican capitulation, and clear about where the circuit breaker actually lives: election integrity, the courts, Congress, and an angry middle that refuses to check out for the summer. -WATCH full video of this episode here. -Join Noble Mobile today and get a $100 bonus when you stay a member for 2 months! -Join IVA and stand up to Trump's Forever Wars. -Learn more about Paul's work to elect a new generation of independent leaders with Independent Veterans of America. -Learn more about American Veterans for Ukraine here. -Remember Independent is an Attitude. -Learn more about The Headstrong Project for Veterans, Tragedy Assistance Program for Survivors (TAPS), and Department of Veterans Affairs resources in your area. Seeking support is not a sign of weakness. It's a show of strength. If you or a loved one are in immediate crisis, dial 988 and press 1, or text 838255. Connect with Independent Americans: Subscribe on YouTube, Spotify, Apple Podcasts, and all podcast platforms Read more at Substack Support ad-free episodes at Patreon  Connect: Instagram  • X/Twitter • BlueSky • Facebook  Follow on social: @PaulRieckhoff on X, Instagram, Threads, and Bluesky   -Join the movement. Hook into our exclusive Patreon community of Independent Americans. Get extra content, connect with guests, meet other Independent Americans, attend events, get merch discounts, and support this show that speaks truth to power.  -And get cool IA and Righteous hats, t-shirts and other merch now in time for the new year.  Independent Americans is powered by veteran-owned and led Righteous Media.  And now part of the BLEAV network!  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SpaceX Files S-1: The $2 Trillion IPO Thesis, Starlink Cash Engine, AI Pivot, and Bitcoin AngleThe script discusses SpaceX officially filing an S-1 with the SEC and frames it as a landmark IPO targeting a $2 trillion valuation after private valuations rose from $100B to $200B. It breaks SpaceX into three pillars: space launch/Mars ambitions (about $4.1B revenue in 2025), Starlink as the profitable cash engine (Q1 2026 connectivity revenue $3.3B with over $1.2B profit), and a major pivot into AI infrastructure with billions spent on data centers and custom hardware, described as roughly $8B per quarter. It notes the S-1 confirms SpaceX holds a significant digital asset and has been a longtime Bitcoin holder, while warning IPO volatility will be high and advising patience, monitoring Starlink growth and any post-IPO Bitcoin additions as potential catalysts.00:00 SpaceX IPO Shockwave00:55 Two Trillion Valuation Math01:11 Three Pillars Breakdown02:12 Starlink Cash Engine02:36 AI Infrastructure Pivot03:08 Bitcoin On The Balance Sheet03:59 IPO Risks And Mindset04:51 How To Play The IPO05:34 Live Coverage And Wrap Up________________________________________________________________FOLLOW ME ON X: https://twitter.com/staywinningusdFOLLOW ME ON INSTAGRAM: https://www.instagram.com/staywinningusd/SUBSCRIBE ON YOUTUBE: www.youtube.com/@staywinningusdDOWNLOAD ON SPOTIFY: https://open.spotify.com/show/2lPyA19keI2fpr0xZrEKxMNEWSLETTER SIGNUP: https://stay-winning-wealth.kit.com/806fb337d7SUBSCRIBE TO THE BLOG: https://medium.com/@staywinningusd________________________________________________________________

AP correspondent Julie Walker reports on the proposed $8B transformation of Penn Station in New York City and the Trump connection.

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs?   FOR:  MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   AGAINST:  Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html  

Reviewing a string of fascist failures; the $1.8B slush fund, Congress not supporting the Iran war, the Senate not passing the Save Act, a Judge undoing the naricisstic rebrand of the Kennedy Center, artists bailing on the White House's Fyre Fest, and a new lawsuit brought by 35 former Federal Judges. Also, reading up on dueling 250th celebrations for America (one congressionally approved, one rogue), learning why Albanians are protesting the aquisition and development of a protected island, and seeing how our tax dollars are paying for petty websites targeting Americans. Then, a look at the hunger strike, protests, and ongoing allegations of inhumane treatment at Delaney Hall, a for-profit Detention Center in New Jersey. Check your voter registration, find your polling location, or contact your representatives via USA.GOV, VOTE.GOV, and/or the "5 Calls" app. All opinions are personal and not representative of any outside company, person, or agenda. This podcast is hosted by a United States citizen, born and raised in a military family that is proud of this country's commitment to free speech. Information shared is for entertainment purposes only and is cited via published articles, legal documents, press releases, government websites, executive orders, public videos, news reports, and/or direct quotes and statements, and all may be paraphrased for brevity, presented satirically, and in layman's terms.“I love America more than any other country in the world and, exactly for this reason, I insist on the right to criticize her perpetually.” - James BaldwinWanna support this independent pod? Links below:Patreon - https://www.patreon.com/cw/BBDBBuyMeACoffee - https://www.buymeacoffee.com/BBDBVenmo @TYBBDB Hosted on Acast. See acast.com/privacy for more information.

The House passed a resolution to limit President Trump's Iran war powers.  The Senate is set to debate ICE funding, as Trump won't commit to killing the $1.8B anti-weaponization fund.  The suspect in a 15-hour hostage standoff in California was killed.  The President touts progress on the Reflecting Pool and the building of the UFC stage on the south lawn.  Plus, a stranger helps a family who had their van stolen on vacation.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

As the midterms shape up, one of the biggest questions surrounds President Donald Trump and how much sway he'll continue to hold. Get the latest on a rare GOP rebuke over Iran, the loss of a $1.8B 'slush fund,' and what's next ... including the role of AI in elections.

As the midterms shape up, one of the biggest questions surrounds President Donald Trump and how much sway he'll continue to hold. Get the latest on a rare GOP rebuke over Iran, the loss of a $1.8B 'slush fund,' and what's next ... including the role of AI in elections.

As the midterms shape up, one of the biggest questions surrounds President Donald Trump and how much sway he'll continue to hold. Get the latest on a rare GOP rebuke over Iran, the loss of a $1.8B 'slush fund,' and what's next ... including the role of AI in elections.

As the midterms shape up, one of the biggest questions surrounds President Donald Trump and how much sway he'll continue to hold. Get the latest on a rare GOP rebuke over Iran, the loss of a $1.8B 'slush fund,' and what's next ... including the role of AI in elections.

As the midterms shape up, one of the biggest questions surrounds President Donald Trump and how much sway he'll continue to hold. Get the latest on a rare GOP rebuke over Iran, the loss of a $1.8B 'slush fund,' and what's next ... including the role of AI in elections.

Listen to Daily Global #News from Grecian Echoes WNTN 1550 AM-Iran suspended peace talks yesterday, Trump said the talks continue "at a rapid pace." - Lebanon says there cease fire - Trump backs down $1.8B fund - Claude is going IPO for $1 Trillion

Listen to Daily Global #News from Grecian Echoes WNTN 1550 AM-Iran suspended peace talks yesterday, Trump said the talks continue "at a rapid pace." - Lebanon says there cease fire - Trump backs down $1.8B fund - Claude is going IPO for $1 Trillion

Berkshire Hathaway announces plans to buy homebuilder Taylor Morrison for $6.8B, we talk with CEO Sheryl Palmer about why the company agreed to be bought. Then the CEO of Related Digital, investing $16B in a Michigan data center, developed for Oracle as part of its Stargate project. Plus, the CEO of Hilton on the consumer and state of the travel industry. And Bristol Myers Squibb, unveiling new lung cancer drug data, its CEO joins us the from the ASCO conference. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We present part two of our Winnie the Pooh 55th anniversary tributeApril 2021 -  For the second installment of our extensive look at Walt Disney's Winnie the Pooh, we begin with the release of the full-length animated feature, "The Many Adventures of Winnie the Pooh," in 1977. We then continue on to the various forms of media where our friends from the Hundred Acre Wood have been featured throughout the decades, including TV series, direct-to-video films, theatrical releases, and theme park attractions. To close out the show we then share our favorite characters and favorite songs, So be sure to bring along a small smackerel of "hunny," and sit back for another adventure with our pals from Pooh Corner... Download (right click / save as)Visit our on-line store for exclusive Jiminy Crickets and DisneyChris Website Merch!!!! https://jcpodcast.threadless.com/​ If you would like to help support the Jiminy Crickets podcasts and DisneyChris.com - Please consider becoming a Patreon Subscriber and receive exclusive rewards every month. https://www.patreon.com/DisneyChris​

Season 7, Episode 5: How did RREAF Holdings grow into a $4.8B real estate platform across multifamily, hospitality, BTR, and master-planned communities? Today, we sit down with Kip Sowden, Chairman & CEO of RREAF Holdings, and Doug McKnight, President of RREAF Holdings, to break down the strategy behind the firm's growth across the Sun Belt. Kip shares how he moved from brokerage into principal investing after the GFC, while Doug explains how his fixed income background shaped RREAF's approach to capital, risk, and liquidity. The conversation covers distressed acquisitions after 2008, bridge lender opportunities today, and why RREAF focuses on “all things residential” across the South and Southeast. Kip and Doug also break down their approach to multifamily, extended stay hotels, beachfront resorts, and large-scale Texas developments, while sharing why they believe a new real estate cycle is beginning. Shoutout to our sponsor, Henry AI. The fast track to investor-ready decks that actually stand out. TOPICS 00:00 – Introduction 03:45 – Kip Sowden's Early Career in Brokerage and Mortgage Banking 09:28 – Moving Into Principal Investing and Launching RREAF 17:03 – Buying Distressed Notes and REO After the GFC 24:17 – Structuring $500M+ Multifamily Portfolio Deals 30:29 – Master-Planned Communities, BTR, and Texas Growth 36:39 – Why RREAF Is Bullish on Extended Stay Hotels 42:26 – Why RREAF Focuses on the South and Southeast 47:45 – Institutional Capital Returning to CRE 54:30 – Where RREAF Sees Opportunity in the Next Cycle For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

May 29, 2026: Your daily rundown of health and wellness news, in under 5 minutes. Today's top stories: Noom launches at-home biomarker kits measuring 17 markers with microneedle collection, finding 70% of users have high LDL cholesterol despite appearing healthy Scientists report single gene-editing infusion lowering LDL cholesterol by 62% with results maintained 18+ months, potentially replacing years of daily medication Retro Biosciences reaches $1.8B valuation backed by Sam Altman, entering human trials testing cellular cleanup process to combat neurodegeneration and age-related disease More from Fitt: Fitt Insider breaks down the convergence of fitness, wellness, and healthcare — and what it means for business, culture, and capital. Subscribe to our newsletter → insider.fitt.co/subscribe Work with our recruiting firm → https://talent.fitt.co/ Follow us on Instagram → https://www.instagram.com/fittinsider/ Follow us on LinkedIn → linkedin.com/company/fittinsider Reach out → insider@fitt.co

Wednesday, May 27th, 2026 Today, South Carolina Senate Republicans reject Trump's redistricting bid in the state; a federal court blocks Alabama's new Republican map; Governor Mikie Sherrill demanded access to an ICE facility amid an ongoing hunger strike; the Supreme Court shoots down Florida's bid to stop other states from issuing driver's licenses to immigrant truckers; France bans Israel's Ben-Gvir after unspeakable treatment of flotilla detainees; Jim Acosta files a claim against the $1.8B slush fund; an American journalist is charged with failing to register as a foreign agent of China; a judicial panel upholds the reprimand of a federal judge caught having sex in chambers with a high ranking police officer; the Congressional Black Caucus urges companies to oppose Republican redistricting; CBS won't limit access to Colbert's public access show; and Allison delivers your Good News. Thank You, Fast Growing Trees Get 20% off your first purchase  FastGrowingTrees.com/dailybeans Thank You, LumiGummies Go to LumiGummies.com and use code DAILYBEANS for 30% off your order. Guest: Jim AcostaI'd Like to Apply for the Anti-Weaponization FundThe Jim Acosta Show | SubstackJim Acosta - YouTube@jimacosta.bsky.social - BlueskyJim Acosta (@jimacosta) - InstagramJim Acosta (@Acosta) - Twitter The Latest Breakdown:Don't Be Fooled: Trump Is Dying and Losing StoriesSouth Carolina's Trump-backed redistricting push fails in the state Senate amid GOP opposition | NBC News Federal court blocks Alabama from using GOP-drawn congressional map | NBC News Gov. Sherrill Demands Access to ICE Facility as Hunger Strike Widens | NYT Supreme Court rejects Florida's attempt to sue California and Washington over immigrant truck drivers | CBS News France bans Israeli minister Itamar Ben-Gvir after 'unspeakable' flotilla detainee taunts | AP News American journalist charged with serving as unregistered agent for China | POLITICO Panel upholds US judge's private reprimand for affair with police officer | Reuters Congressional Black Caucus urges companies to oppose Republican redistricting | PBS News After Stephen Colbert's viral talk show parody, CBS backs down from copyright action | NPR Good Trouble Contact - Senator Andy Kim Office of New Jersey Governor Mikie Sherrill Beans Talk - YouTube, Beans Talk - audio feed →Form WTAF-8647 →Recall Gov. Jeff Landry - Louisianadeservesbetter.com →STOP the deportation proceedings against Mohsen Mahdawi - Action Network →SusanRogan - how-to-help-win-the-midterms →detentionwatchnetwork.org →FieldTeam6.org →Standwithminnesota.com →Tell Congress Ice out Now | Indivisible, Defund ICE | 5Calls →Congress: Divest From ICE and CBP | ACLU →ICE List  →iceout.org Good NewsWounded Warrior Umpire Academy Uncle Sammy - YouTube Kat Abughazaleh (@kabughazaleh) - Instagram →Share your Good News & Good Trouble - The Daily Beans →Beans Talk audio -beans-talk.simplecast.com →Email Dana LGBTQ Owned eating establishments in your area - hello@mswmedia.com Subject: “Dana's Project” Subscribe to the MSW YouTube Channel - MSW Media - YouTube Harry Dunn is running for CongressHarry Dunn for Maryland Our Donation Links Blue Wave California - bluewavecalifornia.org/concert The Daily Beans is donating $10,000 and invites you to give what you can to support their life-affirming work - Donate to It Gets Better / The Daily Beans Fundraiser   Pathways to Citizenship link to MATCH Allison's Donationhttps://crm.bloomerang.co/HostedDonation?ApiKey=pub_86ff5236-dd26-11ec-b5ee-066e3d38bc77&WidgetId=6388736 Join Dana and The Daily Beans in support of Human Rights Campaign http://onecau.se/_ekes71 More Donation LinksNational Security Counselors - Donate, ActBlue.com/donate/msw-bwc, WhistleblowerAid.org/beans Dr. Allison Gill - The Breakdown | Allison Gill, Mueller, She Wrote @muellershewrote.com - Bluesky, MSW & The Daily Beans Podcast @muellershewrote - Instagram, MSW Media - YouTube →Federal workers - email AG at fedoath@pm.me and let me know what you're going to do, or just vent. I'm always here to listen.  Dana Goldberg - Dana is on Patreon! At Dana's Dugout, @dgcomedy - Bluesky, @dgcomedy - IG, Dana Goldberg - Facebook,  DanaGoldberg.com More from MSW Media - Shows - MSW Media, Cleanup On Aisle 45 pod, The Breakdown | Allison Gill Reminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:https://apple.co/3XNx7ckWant to support the show and get it ad-free and early?https://patreon.com/thedailybeanshttps://dailybeans.supercast.com/https://apple.co/3UKzKt0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A former Capitol Police Officer wins her defamation suit against Blaze Media for saying she was the DC Pipe Bomber. The justice department proudly removed the January 6th press releases from their website. Harry sues to dissolve the $1.8B slush fund, An appeals court allows Rep. Jamie Raskin to file an amicus brief against dismissing the seditious conspiracy charges against the Oath Keepers and the Proud Boys. Allison Gillhttps://muellershewrote.substack.com/https://bsky.app/profile/muellershewrote.comHarry DunnHarry Dunn | Substack@libradunn1.bsky.social on BlueskyWant to support this podcast and get it ad-free and early?Go to: https://www.patreon.com/aisle45podTell us about yourself and what you like about the show - http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=short Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this week's Substack LIVE conversation with Chris Cillizza, Matt and Chris discuss:— Ken Paxton's massive landslide victory over longtime Senator John Cornyn— Why even early vote numbers signaled a total rout for the incumbent— The power — and limits — of Trump's endorsement in delivering a BLOWOUT— Ken Paxton's long list of scandals, impeachment, affair allegations, and why none of it mattered to GOP voters— The death of Bush-era Texas Republicanism: from compassionate conservatism to full MAGA dominance— What this means for the expensive general election battle against Democrat James Talarico— Signs of a potential Republican rebellion in the Senate: Lame-duck senators (Cornyn, Tillis, Cassidy) plus skeptics like Murkowski and Collins are showing increased pushback, forcing leadership to cancel key votes on Trump's $1.8B slush fund and war powers amid growing internal dissent.— Plus, a preview of next week's California Governor's race + key Iowa Senate primary developments— And MUCH more!Subscribe to Matt Lewis on Substack: https://mattklewis.substack.com/Support Matt Lewis at Patreon: https://www.patreon.com/mattlewisFacebook: https://www.facebook.com/MattLewisDCTwitter: https://twitter.com/mattklewisInstagram: https://www.instagram.com/mattlewisreels/YouTube: https://www.youtube.com/channel/UCVhSMpjOzydlnxm5TDcYn0A– Who is Matt Lewis? –Matt K. Lewis is a political commentator and the author of Filthy Rich Politicians.Buy Matt's books: FILTHY RICH POLITICIANS: https://www.amazon.com/Filthy-Rich-Politicians-Creatures-Ruling-Class/dp/1546004416TOO DUMB TO FAIL: https://www.amazon.com/Too-Dumb-Fail-Revolution-Conservative/dp/0316383937Copyright © 2026, BBL & BWL, LLC

Allison speaks with former Capitol Police Officer Harry Dunn and his lawyer Brendan Ballou about their lawsuit to dissolve the $1.8B slush fund for insurrectionists. Reminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:https://apple.co/3XNx7ckWant to support the show and get it ad-free and early?https://patreon.com/thedailybeanshttps://dailybeans.supercast.com/https://apple.co/3UKzKt0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Department of Justice has established a $1.8B “anti-weaponization fund” after Trump dropped his lawsuit against the IRS. A former federal prosecutor has been indicted for sending herself copies of Volume II of Jack Smith's final report. A federal judge has dismissed the charges against Kilmar Ábrego García on vindictive and selective prosecution grounds. The Justice Department has dropped all remaining charges against the Broadview 6 after a grand jury transcript showed gross misconduct. Plus listener questions. Do you have questions for the pod or something for HITMEINTHEHEADWITHABAT?  TACO, NACHO, and More Trump Acronyms - by Carlos Greaves Check out other MSW Media podcastshttps://mswmedia.com/shows/ Follow AGMueller, She Wrote SubstackMueller She Wrote on Blueskyhttps://twitter.com/MuellerSheWrotehttps://twitter.com/dailybeanspodMore from Andrew McCabeThe Real McCabe on Substack@therealmccabe.com on BlueskyThe Threat: How the FBI Protects America in the Age of Terror and Trump This Show is Available Ad-Free And Early For Patreon and Supercast Supporters at https://patreon.com/thedailybeansOr when you Subscribe on Apple Podcastshttps://apple.co/3YNpW3P Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

May 23, 2026; 7am: In a rare show of defiance, members of President Trump's own party are pushing back against his so-called anti-weaponization fund, which could give millions to January 6 rioters. Republican lawmakers have described the $1.8B fund as “utterly stupid, morally wrong”, “unexplainable,” a galactic blunder,” and “stupid on stilts.” Ali Vitali, host of “Way Too Early” and MS NOW Senior Congressional Reporter, and Jeff Mason, White House Correspondent for Bloomberg, join “The Weekend” to discuss. For more, follow us on social media: Bluesky: @theweekendmsnow.bsky.social Instagram: @theweekendmsnow TikTok: @theweekendmsnow   To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week Look Forward exposes what may be the biggest presidential scandal in American history: the DOJ is creating a $1.8 billion fund to compensate Trump allies who claim they were "targeted" by investigations. Capitol Police officers who defended the Capitol on January 6 are suing to block the fund from being established. The scandal is so egregious that some Republicans are reportedly furious enough to abandon support. Plus: new WSJ reporting on Trump's suspicious stock trades.Trump endorses Ken Paxton for Texas Senate, proving it's still his party no matter how many Republicans wish it wasn't. Colorado Democrats censure Governor Jared Polis for commuting sentences of an election "denier," finding a "third way" to piss off his own party. The long-awaited DNC autopsy of the 2024 election loss turns out to be completely useless, offering no real answers or accountability.A Tennessee man who posted a meme gets an $800,000 payout after spending a month in jail for a Facebook post. Trump says he might skip his son Don Jr.'s wedding to play golf. And Gavin Newsom talks about Best Buy like it's 2004 in the most Boomer-ish thing from a Gen X-er.We cover the $1.8B scandal, party chaos, failed autopsies, and absurdity.Look Forward is a weekly progressive political podcast covering U.S. politics, government policy, Democratic strategy, elections, voting rights, Supreme Court rulings, and political news. Featuring progressive commentary, political analysis, and unapologetic opinions on the fight for democracy. Hosted by Jay and Brad. A TNP Studios production. New episodes weekly on Spotify, Apple Podcasts, YouTube, and all major platforms. For more TNP Studios content, check out The Nerdpocalypse (movie & TV news), Black on Black Cinema (Black film reviews), and Dense Pixels (video game news).

Today's Headlines: The Department of Homeland Security is threatening to cut customs staffing at major international airports in sanctuary cities like New York, LA, Chicago, and DC — which would affect not just tourism but cargo shipments and the broader economy — because DHS Secretary Markwayne Mullin apparently thinks international trade can just reroute to Florida. Trump, meanwhile, said he's "in no hurry" to end the Iran war while also telling reporters he might skip his own son's destination wedding in the Bahamas because of "this thing called Iran," which is either a convenient excuse or the most relatable thing he's ever said. The Traitor Fund — formerly known as Trump's $1.776 billion slush fund — is getting wilder by the day: Proud Boys leader Enrique Tarrio wants $2-5 million, Mike Lindell is asking for $400 million, a January 6th rioter who compared herself to Jesus during sentencing wants $10 million, George Santos might file, and the couple who pointed guns at BLM protesters is reportedly interested. Acting AG Todd Blanche went to Congress to lobby Republicans not to block the fund — and offered to cut them in on it, specifically noting that senators whose records were secretly subpoenaed are eligible to file claims, which is a sentence that exists. The Senate responded by going home for a few weeks rather than dealing with it, which is technically a dereliction of their constitutional duty to approve funding, but here we are. Mortgage rates also hit a nine-month high this week at 6.51%, Trump is claiming he can build his DC arch without congressional approval, and a design commission approved the arch's look, which is one of many steps still required — Congress included, no matter what Donald says. On the Epstein files, Jeffrey Epstein's former personal assistant Sarah Kellen testified before the House Oversight Committee in a session described as deeply informative and genuinely harrowing — revealing she was recruited at 21, sexually and psychologically abused by Epstein for over a decade, and was "being paid in part to be raped." She also told the committee that the federal government included her name in Epstein's 2008 nonprosecution agreement without ever speaking to her, effectively branding her a criminal in a secret deal made with her own abuser. And finally, last night was Stephen Colbert's last show, which aired after this episode was recorded. Resources/Articles mentioned: The Atlantic: Homeland Security's Plan to Squeeze International Flights NYT: Trump Says He Will ‘Try and Make' Son Don Jr.'s Wedding, but Timing ‘Not Good' CBS News: Trump says Netanyahu will do "whatever I want" on Iran, and he's "in no hurry" to make a deal The Independent: Jan 6ers and other Trump allies already lining up to get their hands on slice of his $1.8B ‘slush fund' X - Paula Reid: https://x.com/PaulaReidCNN/status/2056842557334904940 USA Today: Fuming at Trump over 'slush fund,' Senate GOP skips town without passing ICE bill WaPo: Trump officials say they can build 250-foot arch without Congress's approval WSJ: Mortgage Rates Hit a Nine-Month High in Blow to Prime Buying Season ABC News: Former Jeffrey Epstein assistant tells House Oversight Committee he abused her for years AP News: Stephen Colbert is saying goodbye to 'The Late Show.' How it ends is still a secret Subscribe to the Betches News Room and join the Morning Announcements group chat. Go to: betchesnews.substack.com Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

Quantum computing stocks surged after the US announced $2B in grants with equity stakes. Spotify jumped 13% on 2030 guidance targeting $100B in revenue. Anthropic expects $10.9B in Q2 revenue and its first-ever operating profit, while Trump pulled back an AI executive order after calls with Musk and Zuckerberg. Shares of quantum computing companies surged Thursday after the US government announced grants with equity stakes: D-Wave closed up 33%, Rigetti 30%, IBM 12% (CNBC) Spotify closed up 13% on Thursday after announcing new features and 2030 guidance, forecasting a compound annual growth rate in the mid-teens (CNBC) Workday reports Q1 revenue up 13% YoY to $2.54B vs. $2.52B est., and lifts its full-year forecast, saying its AI strategy is working; WDAY jumps 9%+ after hours (CNBC) Sources: Trump delayed signing the AI EO because "he just hates regulation"; there were questions about the EO giving the Treasury Department a leading role (Axios) Investor disclosures: Anthropic says it expects to generate $10.9B in revenue in Q2, up 127% from $4.8B in Q1, and turn a $559M operating profit, its first ever (WSJ) Longreads In more than two-thirds of the world's countries, birthrates have fallen below replacement, and researchers increasingly point the finger at smartphones and social media (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

In part two of Red Eye Radio with Gary McNamara and Eric Harley, Trump approves more troops to be sent to Poland / Trump's $1.8B compensation fund for wrongful Biden DOJ prosecutions / Jeff Bezos says there will be a labor shortage as a result of A.I. / The Wall Street Journals's opinion piece "The Panic Industry's New Target" / The new movie about the Battle Of The Buldge "Lucky Strike" For more talk on the issues that matter to you, listen on radio stations across America Monday-Friday 12am-5am CT (1am-6am ET and 10pm-3am PT), download the RED EYE RADIO SHOW app, asking your smart speaker, or listening at RedEyeRadioShow.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Trump Plummets in Polls with Independents, $5 Gas, and War With Iran He Can't Spin. We're Not The Spoilers! The Surging Knicks. $1.8B for Insurrectionists and Violent Proud Boy Extremists? Is Cuba Next? Memorial Day Pain is a Reminder. The Real Spoilers are the Parties. Thank you, Stephen Colbert.  Trump is in the 20s with independents, gas is over five bucks a gallon in some states, Memorial Day is about to remind Americans of the human cost of his Iran war, and Cuba is looming over the horizon. Meanwhile the administration is funneling what looks like $1.8 billion in taxpayer money to January 6 insurrectionists and violent Proud Boy extremists — including a reported $2-to-5 million ask from Enrique Tarrio. Paul Rieckhoff calls it Plan C: if the military won't invoke the Insurrection Act and ICE can't carry the water, you green-light the angry mob and promise pardons in advance. This is what corruption looks like, and it's the most immediate threat to free and fair elections this fall. In this special quick-fire episode, Paul takes you out of the studio and into the streets of Midtown Manhattan with highlights from two back-to-back media hits — one left of center on MSNOW, one right of center on NewsNation — same independent read on both. He breaks down why ten thousand Americans are walking out of the Republican and Democratic parties every single week, why Thomas Massie just got elevated by Trump's attacks, why the Democrats are the actual spoilers in Senate races in Nebraska, Montana, and South Dakota, and why the rigged two-party system is finally cracking. Plus a Memorial Day shout-out to Stephen Colbert on his last show, and yes — a Knicks pick. -WATCH full video of this episode here. -Join IVA and stand up to Trump's Forever Wars. -Learn more about Paul's work to elect a new generation of independent leaders with Independent Veterans of America. -Learn more about American Veterans for Ukraine here. -Remember Independent is an Attitude. -Learn more about The Headstrong Project for Veterans, Tragedy Assistance Program for Survivors (TAPS), and Department of Veterans Affairs resources in your area. Seeking support is not a sign of weakness. It's a show of strength. If you or a loved one are in immediate crisis, dial 988 and press 1, or text 838255. Connect with Independent Americans: Subscribe on YouTube, Spotify, Apple Podcasts, and all podcast platforms Read more at Substack Support ad-free episodes at Patreon  Connect: Instagram  • X/Twitter • BlueSky • Facebook  Follow on social: @PaulRieckhoff on X, Instagram, Threads, and Bluesky -Join the movement. Hook into our exclusive Patreon community of Independent Americans. Get extra content, connect with guests, meet other Independent Americans, attend events, get merch discounts, and support this show that speaks truth to power.  -And get cool IA and Righteous hats, t-shirts and other merch now in time for the new year.  Independent Americans is powered by veteran-owned and led Righteous Media.  And now part of the BLEAV network!  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tuesday, May 19th, 2026 Today, Trump has unilaterally dropped his $10B lawsuit against the IRS and has set up a $1.7B slush fund to pay his criminal co-conspirators; the district attorney in Hennepin County Minnesota has charged ICE officer Christian Castro with assault and lying in the shooting of Julio Cesar Sosa-Celis; a jury has dismissed Elon Musk's claims against Open AI CEO Sam Altman; the House Oversight Committee will interview one of the prison guards on duty when Epstein died; and Allison and Dana deliver your Good News. Thank You, IQBAR Text DAILYBEANS to 64000 to get 20% off all IQBAR products, plus FREE shipping. Message and data rates may apply.  California Rising - It was a powerful night to launch the fight to win back the House! The show is over but you can still help us reach our fundraising goal! bluewavecalifornia.org/concert Guest: Adam KlasfeldAll Rise News@allrisenews|Bluesky, @klasfeldreports.com|BlueSky, @KlasfeldReports|Twitter, @senecaprojectus - Instagram The Latest Breakdown:Retired Judge Blasts Trump's $1.7B Slush Fund for Allies | The Breakdown StoriesLive updates: Three killed, two suspects dead in shooting at San Diego mosque | NBC 7 San Diego DOJ sets up $1.8B ‘anti-weaponization' fund after Trump drops IRS lawsuit | NBC News House Oversight Committee to interview prison guard on duty when Jeffrey Epstein died | ABC7 New York Minnesota county charges ICE officer in shooting during immigration crackdown | PBS News Jury dismisses all claims in Elon Musk's lawsuit against OpenAI CEO Sam Altman | NPR Good Trouble The next protest here opposing the "deathstar" 'Stratos' data center is by Indivisible, Saturday, 23 May at the Utah State Capitol, 11 am. Dump Data Centers · Indivisible →STOP the deportation proceedings against Mohsen Mahdawi - Action Network →SusanRogan - how-to-help-win-the-midterms →detentionwatchnetwork.org →FieldTeam6.org →Standwithminnesota.com →Tell Congress Ice out Now | Indivisible, Defund ICE | 5Calls →Congress: Divest From ICE and CBP | ACLU →ICE List  →iceout.org Good NewsV Spehar (@underthedesknews) - Instagram LouisianaDeservesBetter.comgeauxvote.com/ElectionsAndVoting.html No Detention Centers in Michigan Conserve Ohio →Share your Good News & Good Trouble - The Daily Beans →Beans Talk audio -beans-talk.simplecast.com →Email Dana LGBTQ Owned eating establishments in your area - hello@mswmedia.com Subject: “Dana's Project” Subscribe to the MSW YouTube Channel - MSW Media - YouTube Harry Dunn is running for CongressHarry Dunn for Maryland Our Donation Links The Daily Beans is donating $10,000 and invites you to give what you can to support their life-affirming work - Donate to It Gets Better / The Daily Beans Fundraiser The Daily beans is donating $10,000 and invites you to give what you can to support their life-affirming work - Donate to It Gets Better / The Daily Beans Fundraiser Pathways to Citizenship link to MATCH Allison's Donationhttps://crm.bloomerang.co/HostedDonation?ApiKey=pub_86ff5236-dd26-11ec-b5ee-066e3d38bc77&WidgetId=6388736 Join Dana and The Daily Beans in support of Human Rights Campaign http://onecau.se/_ekes71 More Donation LinksNational Security Counselors - Donate, ActBlue.com/donate/msw-bwc, WhistleblowerAid.org/beans Dr. Allison Gill - The Breakdown | Allison Gill, Mueller, She Wrote @muellershewrote.com - Bluesky, MSW & The Daily Beans Podcast @muellershewrote - Instagram, MSW Media - YouTube →Federal workers - email AG at fedoath@pm.me and let me know what you're going to do, or just vent. I'm always here to listen.  Dana Goldberg - Dana is on Patreon! At Dana's Dugout, @dgcomedy - Bluesky, @dgcomedy - IG, Dana Goldberg - Facebook,  DanaGoldberg.com More from MSW Media - Shows - MSW Media, Cleanup On Aisle 45 pod, The Breakdown | Allison Gill Reminder - you can see the pod pics if you become a Patron. The good news pics are at the bottom of the show notes of each Patreon episode! That's just one of the perks of subscribing! patreon.com/muellershewrote Listener Survey:http://survey.podtrac.com/start-survey.aspx?pubid=BffJOlI7qQcF&ver=shortFollow the Podcast on Apple:https://apple.co/3XNx7ckWant to support the show and get it ad-free and early?https://patreon.com/thedailybeanshttps://dailybeans.supercast.com/https://apple.co/3UKzKt0 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today's Headlines: Three people were killed in a shooting at the Islamic Center of San Diego — the city's largest mosque — by two teenage gunmen who died of self-inflicted wounds, with a security guard preventing the attack from being significantly worse. Notably, one shooter's mother had called police two hours earlier as a runaway juvenile report, telling them her son might be suicidal and had taken three of her weapons and her car. On the grift beat, the DOJ officially created the "Antiweaponization Fund" — a $1.776 billion taxpayer-funded slush fund that will pay unlimited, untaxable claims to anyone who says they were persecuted by the Biden administration, administered by a secret five-member board appointed by Todd Blanche, Trump's former personal criminal attorney. This is the "concession" Trump made in exchange for dropping his $10 billion IRS lawsuit — while still personally pocketing $230 million and getting all his family's tax audits dropped. Meanwhile, 60 Minutes reported that nine interconnected Polymarket accounts made $2.4 million betting on specific military actions during the Iran war with a 98% win rate across 80 bets, including the exact dates of the first strikes and the ceasefire announcement, which raises some extremely interesting questions about who's behind those accounts. Trump also announced he's pausing his planned Iran strike — which he said was scheduled for today — at the request of Gulf state leaders, while simultaneously instructing Hegseth to have a "full, large scale assault" ready at a moment's notice, because that's what de-escalation looks like now. Speaking of Hegseth, he flew to Kentucky on taxpayer — sorry, "personal" — time to campaign against Thomas Massie ahead of today's primary. In dictator vibes news, Putin arrived in Beijing today to meet with Xi Jinping four days after Trump's visit. North America's electric grid watchdog issued its strongest-ever warning that data centers are pushing the grid toward blackouts and water shortages, and Trump's reflecting pool paint job is now also reportedly toxic to the workers applying it and the public breathing it in. And finally, Elon Musk lost his OpenAI trial in under two hours — on a technicality about waiting too long to file — and his attorney responded by comparing the loss to battles during the Revolutionary War, which is completely normal legal analysis. Resources/Articles mentioned: AP News: Teenage gunmen open fire on San Diego mosque, killing 3 men and then themselves AP News: Justice Department announces nearly $1.8B fund to compensate Trump allies in a deal to drop IRS suit CBS News: Suspected insider accounts net $2.4 million on Polymarket Iran war bets with 98% win rate, firm finds Axios: Trump says he's pausing plan to attack Iran The Hill: Pentagon says Hegseth campaigning against Massie in ‘personal capacity' The Guardian: Xi prepares to welcome Putin to China four days after hosting Trump QZ: How AI data centers create cascading power outages The Guardian: Workers racing to turn reflecting pool blue for Trump may be at risk, union warns | Washington DC Wired: Elon Musk Loses Landmark Lawsuit Against OpenAI Subscribe to the Betches News Room and join the Morning Announcements group chat. Go to: betchesnews.substack.com Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

Burnie and Ashley discuss influencer fatigue, influencer licensing, America's latest mass shootings, Trump's 1.8B tax fund, Cannes updates, Supermodel certification, ventriloquism, and Sunlight.

This episode is brought to you by Audible, WHOOP and Strong Coffee Company.  What really created Tesla's explosive growth? Was it Elon Musk, innovation, timing… or was there actually a repeatable formula behind it all? In this episode of Ever Forward Radio, former Tesla President Jon McNeill breaks down the exact framework used to scale Tesla from $1.8 billion to nearly $20 billion in revenue in just 30 months. Drawing from his new book, The Algorithm, Jon explains how companies like Tesla, SpaceX, Lululemon, and others use systems thinking, customer obsession, speed, curiosity, and innovation to create hypergrowth. But this conversation goes far beyond business. Chase and Jon explore how the same principles can be applied to your personal life, fitness, mindset, relationships, habits, and purpose. They discuss the danger of comfort and convenience, why most startups fail even with funding, how to build a mission-driven life, and the hidden cost of scaling too fast. Jon also shares behind-the-scenes stories from Tesla, lessons from working alongside Elon Musk, the importance of values and intentionality, and why curiosity may be the greatest superpower for growth. If you want to learn how to think bigger, move faster, simplify your life, and build something meaningful — this episode is for you ----- 00:00 — Tesla's Hypergrowth Story Begins 00:02 — The Mobile Service Breakthrough 00:12 — Tesla's Parking Lot "Triage" System 00:26 — The Algorithm Explained in 30 Seconds 00:43 — How Tesla Reduced Car Buying From 64 Clicks to 13 01:01 — Intro & Audible Sponsor 01:58 — How Tesla Scaled From $1.8B to $20B in 30 Months 02:35 — Is Hypergrowth Just Controlled Chaos? 03:14 — Growth vs Innovation: Which Comes First? 04:20 — "Creative Dissatisfaction" Inside Tesla 04:42 — Why "Done Is Better Than Perfect" 05:46 — How Tesla Used Customer Feedback Loops 07:23 — The Service Problem That Nearly Broke Tesla 08:53 — Creating Tesla's Mobile Service Model 10:12 — Why Convenience Changes Everything 12:08 — Step 1 of The Algorithm: Question Assumptions 14:03 — Consumer Friction & Asking Better Questions 16:14 — Why Tesla Put Stores Next to Apple & Lululemon 17:04 — Elon Musk's "Domino's Pizza" Car Buying Challenge 18:06 — Eliminating Unnecessary Loan Paperwork 19:20 — How Tesla Made Buying a Car Feel Like Ordering Pizza 20:18 — Convenience vs Character 21:36 — Fitness, Discipline & GLP-1s 23:01 — The Power of Intentionality 24:08 — Building Systems That Scale 25:38 — Learning From Hospitals & Emergency Rooms 27:20 — Curiosity as a Superpower 27:58 — Breaking Down The Algorithm Step-by-Step 29:12 — Why Speed & Quality Must Work Together 30:00 — Lessons From Olympic Cross-Country Skiers 31:20 — Using Speed to Expose Weaknesses 32:03 — How Toyota Forced Tesla to Improve Faster 32:43 — Turning Customers Into Tesla Evangelists 35:19 — Why Tesla Owners Became Obsessed With the Brand 37:14 — Strong Coffee Sponsor Break 37:27 — Knowing When to Pivot vs Keep Pushing 39:12 — Why "Good Enough" Is Dangerous 39:33 — Steve Jobs & The Simplicity Principle 42:04 — How Lululemon Cut Production From 1 Year to 8 Weeks 45:39 — Elon Musk's 10X Thinking 47:02 — Finding People Who Challenge You 49:33 — The Importance of Shared Values 51:26 — Tesla's Core Value: Customer Obsession 52:32 — Values vs Goals 52:51 — Productive Pressure vs Destructive Stress 54:46 — When Hypergrowth Becomes Dangerous 56:11 — Jon McNeill's Daily Habits & Routines 58:02 — How Family & Values Shape Success 59:13 — Why Company Values Matter 01:01:35 — What Surprised Jon While Writing The Book 01:03:38 — Why Tesla Almost Failed 01:04:42 — The #1 Trait of Successful People 01:05:50 — Why Most Startups Die 01:06:19 — How to Scale Your Life Like a Company 01:07:00 — The Moral Responsibility of Growth 01:07:22 — What "Ever Forward" Means to Jon McNeill 01:08:36 — Where to Find Jon & The Algorithm Book ----- Episode resources: Get Jon's new book The Algorithm Get his audiobook for FREE with your 30-day trial of Audible at https://www.AudibleTrial.com/everforward  Track your sleep, training, recovery and so much more with the WHOOP physical activity tracker  Save 15% on my favorite at-home coffee with code CHASE at https://www.StrongCoffeeCompany.com/chase  Watch and subscribe on YouTube

Everyone and their grandmother waited to disclose AI deals during quarterly earnings, with IREN, Hut 8, and Cipher Digital announcing new tenants and massive expansion plans. Welcome back to The Blockspace Podcast! Charlie and Colin cover a flurry of deals and quarterly earnings in the bitcoin miner-AI space. We break down IREN's roadmap to 5 GW and their new Nvidia partnership, Hut 8's $9.8B contract with an undisclosed hyperscaler, and Cipher Digital coming out with its 3rd AI data center deal but with undisclosed details. We also sit down with Lygos' co-founder Francis Corvino to address the news that Strategy may sell bitcoin in the future and review Luxor's April hashrate lookback series with Kaan Farahani. Plus, quarterly results from $IREN, $HUT, $WULF, $CORZ, and $CIFR.