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These tech stocks are buys on the pullback. Plus, is it still a "buy-the-dip" market? … What's driving the outperformance in small caps? … Steer clear of this SPAC… Accenture's (ACN) management should be fired… And the broken housing market. In this episode: Curzio Alpha has launched! [2:56] Is it still a "buy-the-dip" market? [6:30] These stats show just how wild market speculation has gotten [10:36] What's driving the outperformance in small caps? [14:53] These tech stocks are buys on the pullback [19:22] A special deal on your next vacation rental [23:48] This chipmaker is a screaming buy [25:01] Steer clear of this SPAC [33:07] Accenture's management should be fired [39:13] Grand Theft Auto VI will be a boon for Take-Two Interactive [46:17] Why is nobody talking about the horrible housing market? [54:08] This episode is brought to you by Savvy, the direct-booking marketplace for vacation rentals. Savvy helps travelers find the same kinds of homes they'd see on major rental platforms, without the extra markup ($500 savings on average!). Every listing is managed by a professional host, so travelers can book with confidence. And right now, Wall Street Unplugged listeners can get $50 cash back on their first stay with Savvy. Here's how to book: https://www.savvy.com/wsu Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li
You Didn't Get SpaceX? Don't Worry, There Are Other Mega IPOs Coming You may feel like everyone got into SpaceX except you, and now you're wondering: Should I buy shares today? Is there something better coming next? The reality is that several other massive IPOs could be coming sooner than many investors realize. At the top of the list are OpenAI, with an estimated valuation of $852 billion, Anthropic, with an estimated valuation of $965 billion, Stripe, with an estimated valuation of $159 billion, and Databricks, with an estimated valuation of $134 billion. Before you get too excited about these potential offerings, or beat yourself up for missing SpaceX, consider what the historical data tells us. Research examining 1,724 U.S. IPOs between 2011 and 2024 found that the average IPO gained approximately 23% on its first day of trading. However, over the following three years, those same IPOs underperformed the broader market by an average of 25 percentage points. The study also found that since 1980, companies coming public with at least $100 million in annual sales and a price-to-sales ratio above 40 experienced an average decline of 45% from their first-day closing price. For current SpaceX shareholders, there could still be a near-term catalyst. Under Nasdaq's fast-entry rules, newly public companies can become eligible for inclusion in the Nasdaq-100 after just 15 trading days. However, both the S&P 500 and the Dow Jones indexes currently maintain a 12-month waiting period before new companies become eligible for inclusion. If your appetite for risk remains high, you'll likely have opportunities to speculate on OpenAI, Anthropic, Databricks, and other AI-related companies when they eventually go public. But an interesting question remains: When these AI giants hit the public markets, will investors who bought SpaceX at the IPO decide to sell some of their shares and rotate into the next hot AI opportunity? There are plenty of unanswered questions, which is exactly why we prefer not to invest based on hype, headlines, or fear of missing out. Instead, we focus on financial fundamentals, valuation, cash flow, and long-term business quality. Exciting stories can drive prices higher for a while, but over time, fundamentals tend to matter most. What Can the Nifty Fifty and Tech Bubble Teach Us About Today's Market? Every market cycle has a story. In the early 1970s it was the "Nifty Fifty." In the late 1990s it was the internet and technology boom. Today it is artificial intelligence. The late 1990s we saw the technology boom where the internet was a revolutionary innovation that truly changed the world. Investors were correct about the technology but wrong about what they should pay for it. Companies with little revenue and no profits traded at astronomical valuations. The Nasdaq saw a five-fold increase between 1995 and early 2000. When the bubble burst, the fallout was severe. The Nasdaq ultimately lost almost 80% of its value. Hundreds of companies disappeared. Even industry leaders such as Cisco, Intel, and Microsoft experienced stock declines of 50% to 90%. Many investors assumed technology would continue growing forever and overlooked the simple fact that stock prices had already discounted years of future success. After peaking in March 2000, it took over 15 years for the Nasdaq to reclaim its previous high in April 2015. Often times I hear people say this time is different because unlike many internet companies in 2000, today's AI leaders are highly profitable businesses generating enormous cash flow. So, let's take a look at the Nifty Fifty as another, maybe more similar example. The Nifty Fifty era was built around the belief that a small group of dominant companies were so good that valuation no longer mattered. Investors piled into stocks such as Coca-Cola, IBM, Xerox, Polaroid, McDonald's, Sears and others. These companies were viewed as "one-decision stocks “buy them and never sell them. Investors would make excuses for the valuations because the businesses were strong. Through 1972, these firms averaged 22% annual earnings growth over the previous five-year period and had great profitability with an average return on equity over 22%. The problem was as enthusiasm grew, valuations expanded dramatically, with many trading at 40 to 60 times earnings despite an economy growing much slower. Then reality arrived. The 1973-74 bear market combined with inflation, rising interest rates, and an economic recession caused many of these stocks to fall 50% to 80%. The S&P 500 fell over 14% in 1973 and more than 26% in 1974. Most of the companies survived and remained successful businesses, but investors who paid excessive prices often waited a decade or longer to earn satisfactory returns. Today's AI boom has similarities to both periods. Like the Nifty Fifty, investors are concentrating heavily in a small number of dominant companies. Like the tech bubble, there is widespread excitement surrounding a transformational technology that is likely to reshape entire industries. However, history reminds us that even great companies can become poor investments when expectations become too optimistic. During every major market cycle, investors eventually discover the difference between a great business and a great stock. The key lesson from both the Nifty Fifty and the dot-com era is that transformative technologies often live up to their promise. What investors frequently get wrong is the price they are willing to pay for that future growth. AI may ultimately be every bit as revolutionary as investors believe. The bigger question is whether today's stock prices already reflect much of that future success. As we've learned from previous cycles, when expectations become too high, excellent results may not be enough to satisfy the market. Private Credit Funds Are Facing High Redemption Requests Again This Quarter For the first quarter of 2026, redemption requests in several private credit funds exceeded the industry-standard 5% quarterly redemption cap. Second-quarter requests appear to be even higher. BlackRock's flagship private credit fund received redemption requests totaling 13.3% of fund assets, up from 9.3% in the first quarter. BlackRock has indicated it will continue to honor only up to 5% of redemption requests per quarter. Blackstone is facing a similar situation. Investors requested redemptions equal to roughly 10% of fund assets, and the firm also appears committed to maintaining its 5% quarterly redemption limit. Cliffwater may be facing the greatest pressure. Its $31 billion private credit fund received redemption requests totaling 17% of fund assets, far above the amount investors can currently withdraw and higher than the roughly 14% that was requested in Q1. Private credit funds have been dealing with a number of challenges, including rising loan losses, fraud concerns, and significant exposure to software companies. Many software businesses are facing pressure as investors question how artificial intelligence could impact their future growth and profitability. During BlackRock's last earnings call, CEO Larry Fink stated that institutional investors such as pension funds and insurance companies continue to allocate capital to private credit strategies. I don't want to call the man a liar, but it does seem strange that with all the problems that private credit is having I would think institutional funds would also be pulling back from investing. One would expect at least some institutional investors to become more cautious as risks increase. What concerns me most is the continued use of redemption gates. The longer funds limit withdrawals to 5% per quarter, the more investors may worry about liquidity. That concern can become self-reinforcing, leading more investors to submit redemption requests. If that happens, redemption demand could continue to rise in future quarters, creating additional pressure on the industry. Investors Turn a Blind Eye to Fundamentals For many years, successful investing was built on analyzing company fundamentals. Today, however, there is a growing trend toward speculation and gambling. Many investors simply do not seem to care about valuation or earnings and instead believe stocks will continue to go "to the moon." Tesla is a good example. Three years ago, Wall Street analysts projected that Tesla would generate $163 billion in revenue by 2025. The actual figure came in far lower at $94.8 billion, more than 40% below expectations. Historically, missing growth expectations by such a wide margin would have been a major disappointment for investors. Yet Tesla shares have risen roughly 59% over the last three years despite falling well short of those revenue projections. There are other signs of speculation throughout the market. Thirteen years ago, there were only 39 private companies valued at more than $1 billion. Today, there are over 800. This trend highlights two important developments. First, private companies are staying private much longer, allowing early investors to capture a greater share of the value creation before public investors have an opportunity to participate. Second, investors are assigning much higher valuations to these businesses, many of which have little or no earnings and, in some cases, no positive cash flow at all. Markets can remain driven by optimism for long periods of time, but eventually fundamentals matter. The challenge for investors is determining when sentiment and speculation have pushed prices too far ahead of reality. Headlines Say Crisis, Economic Data Says Otherwise The economy continues to show surprising resilience despite concerns surrounding higher energy prices and the conflict involving Iran. Many investors expected consumers to pull back as gasoline prices surged and headlines focused on geopolitical risks. Instead, economic data suggests the U.S. consumer remains in good shape. Retail sales in May rose 6.9% from the prior year, exceeding expectations and demonstrating that consumers are still willing to spend despite higher fuel costs. Even excluding gasoline stations, retail sales increased 5.4%, showing that spending strength was broad-based rather than simply a reflection of higher energy prices. Online sales, clothing purchases, restaurant spending, and other discretionary categories all contributed to the gains. Housing is also showing signs of stabilization. Pending home sales, which measure signed contracts on existing homes, rose 3.8% in May to the highest level in six months. The increase was well above economist expectations and marked a 4.8% improvement from a year ago. What makes these numbers particularly impressive is that they occurred while mortgage rates remained above 6% and energy prices were elevated because of Middle East tensions. Buyers and consumers appear to be adapting to a higher-rate environment rather than waiting indefinitely for lower borrowing costs. This does not mean there are no risks. Higher energy prices act like a tax on consumers, and housing affordability remains a challenge. However, the latest retail sales and housing data suggest the economy is far from rolling over. For investors, this is another reminder that economic fundamentals often matter more than headlines. While markets may focus on wars, oil prices, and geopolitical uncertainty, consumers are still spending, homes are still being purchased, and the economy continues to move forward. The Most Important Part of the Fed Meeting Wasn't the Rate Decision The Federal Reserve's June meeting marked one of the biggest shifts in Fed communication and leadership in decades. As expected, the Fed left interest rates unchanged at 3.50%-3.75%, but the details beneath the surface were far more important. For the first time since 1951, a former Fed chair will remain on the Board after stepping down as chairman. Jerome Powell's decision to stay on as a governor creates an unusual dynamic as new Chairman Kevin Warsh begins reshaping the institution. Historically, outgoing Fed chairs have typically left the Board when their chairmanship ended. Warsh wasted little time signaling change. The Fed announced five new task forces that will review key aspects of monetary policy and Federal Reserve operations, including inflation frameworks, the Fed's balance sheet, its reliance on data sources, and productivity and jobs and the impact of artificial intelligence and other transformative technologies. The reviews are expected to produce recommendations later this year and could shape how the Fed operates for years to come. Perhaps the most noticeable change was the Fed statement itself. The policy statement was significantly shortened and went from above 300 words recorded in recent meetings to around 130 wors. It also removed much of the forward-looking language that investors had grown accustomed to under previous leadership. Language that suggested a bias toward future rate cuts was eliminated, reflecting a more data-dependent and less guidance-driven approach. The updated projections were also more hawkish than many expected. Nine of the 18 policymakers who submitted forecasts now expect at least one rate hike before year-end, while the other nine see rates remaining unchanged or moving lower. The result is a Fed that appears deeply divided on the path forward as inflation remains above target. Another major headline came from Warsh himself. Only 18 of the Fed's 19 policymakers submitted a forecast in the quarterly dot plot, with Warsh confirming that he did not provide one. As a long-time critic of forward guidance, Warsh appears to be signaling that the Fed may gradually move away from one of Wall Street's most closely watched communication tools. Half of the committee is worried inflation remains too high and believes rates may need to move higher. The other half sees little need for additional tightening. This sets the stage for Warsh's hope for a “family fight” as he believes more disagreement will lead to a better discussion so the Fed can finally deliver on price stability. While the rate decision itself was unanimous, the projections revealed a growing divide beneath the surface. The takeaway is clear: while rates didn't move, the Federal Reserve did. A shorter statement, less forward guidance, a chairman who won't publish his own rate forecast, five new policy task forces, and a committee split down the middle on the direction of rates all point to a Federal Reserve that looks very different than it did just a few months ago. The era of predictable Fed communication may be ending, and markets will have to adjust. Financial Planning: Give More, Pay Less with Appreciated Stock One of the most tax-efficient ways to support a favorite charity or church is by donating appreciated stock instead of cash. When stock that has been held for more than one year is gifted directly to a qualified charity, the charity receives the full market value of the shares and can sell them without paying tax because it is a tax-exempt organization. The donor generally receives the same charitable income tax deduction they would have received had they donated cash, while also avoiding the realization of any capital gain. For example, if someone is considering donating either $50,000 of cash or $50,000 of appreciated stock, the charity receives the same economic benefit in either case, $50,000 that can be used to further its mission. Likewise, the donor generally receives the same $50,000 itemized charitable deduction. The difference is that if the stock was originally purchased for $20,000, donating the shares allows the donor to avoid recognizing the $30,000 capital gain. If the donor still wants to own the investment, they can use the cash that otherwise would have been donated to repurchase the shares, effectively increasing their cost basis from $20,000 to $50,000 and reducing future taxable gains. Companies Discussed: Accenture plc (ACN)
Data centers might have a climate problem. With more than 80% of data centers worldwide in regions at high risk of drought, flooding, or wildfires. The implication of these trillions in investment being at elevated risk to weather related disasters could have some major downstream issues. Pluis, a dive into Accenture's earnings and the challenges facing the IT consulting industry.Listeners, we want your voices heard. The SEC is proposing that companies cut their regular reporting in half to two times a year. We think that's a mistake for individual investors.The SEC will take public comments on this issue until July 6th. We want to #savethe10q. Go to https://www.fool.com/investing/2026/06/15/motley-fool-save-the-10q/ to read our full statement and learn how to submit a public comment to the SEC.Companies discussed: META, TSMC, SPCX, TSLA, BMI, ITRI, VRT, ACN, EXLS, GLOB, IBMHost: Tyler CroweGuests: Matt Frankel, Jon QuastlEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Harry speaks with Brandon Scott of Aid to the Church in Need [ACN] Ireland about the state of Christianity in the Middle East, where Christian populations in Syria and Iraq have fallen by 80% over 20 years, and where 500 Catholics in Gaza are living at the epicentre of ongoing conflict. Brandon describes ACN's work: […] L'articolo Catholics in Gaza, Syria and Iraq – Brandon Scott from Aid to the Church in Need [ACN] proviene da Radio Maria.
Tonight on TV Party Tonight, Jesse and Mark revisit Season One of HBO's The Newsroom, Aaron Sorkin's cable news drama that premiered June 24, 2012. Starring Jeff Daniels as anchor Will McAvoy, the series follows the staff of fictional network ACN as they attempt to produce serious journalism inside a system driven by ratings, corporate pressure, and personal dysfunction. Featuring Emily Mortimer, Olivia Munn, Sam Waterston, Dev Patel, Alison Pill, John Gallagher Jr., and Thomas Sadoski, the show blends newsroom chaos with Sorkin's signature rapid-fire dialogue and moral grandstanding. Critics praised the performances—Daniels won an Emmy—and the ambition of the series, while others criticized its smug tone, hindsight politics, and lecture-heavy writing. More than a decade later, The Newsroom remains a fascinating time capsule of the early 2010s media landscape and the growing battle between journalism, entertainment, and outrage culture.Disclaimer: The following may contain offensive language, adult humor, and/or content that some viewers may find offensive – The views and opinions expressed by any one speaker does not explicitly or necessarily reflect or represent those of Mark Radulich or W2M Network.Mark Radulich and his wacky podcast on all the things:https://linktr.ee/markkind76alsohttps://www.teepublic.com/user/radulich-in-broadcasting-networkFB Messenger: Mark Radulich LCSWTiktok: @markradulichtwitter: @MarkRadulichInstagram: markkind76RIBN Album Playlist: https://suno.com/playlist/91d704c9-d1ea-45a0-9ffe-5069497bad59
Acné, manchas, brotes… solemos ver la piel como algo estético, pero en realidad es el órgano más grande del cuerpo y una de las primeras formas en las que nuestro cuerpo nos habla. En este episodio de Hack Tu Vida, hablamos con la dermatóloga Luisa Hernández para entender qué hay realmente detrás de lo que vemos en la piel. Más allá de lo estético, exploramos cómo factores como el estrés, las hormonas, la alimentación o la exposición al sol impactan directamente en nuestra salud. Hablamos de acné en la adultez, cómo identificar señales de alerta en lunares, el impacto acumulativo del daño solar y los errores más comunes que cometemos en nuestro día a día sin darnos cuenta. Un episodio para empezar a mirar tu piel distinto… y entender que muchas veces es la primera en decirte que algo no está bien. 00:00 Intro 00:45 La piel como órgano 03:40 Funciones de la piel 05:00 Señales en la piel 06:08 Acné: causas reales 08:40 Acné hormonal 09:20 Estrés y piel 10:30 Lunares y alertas 14:40 Rutina skincare 17:30 Protector solar 18:30 Daño solar 23:00 Maquillaje y piel 25:50 Errores comunes 30:00 Cómo cuidar tu piel
Dalle Linee guida AgID sull'European Accessibility Act alla responsabilità per concorrenza sleale per i contenuti AI, passando per le nuove determine ACN in materia di cybersicurezza, il caso Anthropic vs. Governo USA e la sentenza della Consulta sulle intercettazioni in segreteria politica.>> Leggi anche l'articolo: https://tinyurl.com/3srnkm55>> Scopri tutti i podcast di Altalex: https://bit.ly/2NpEc3w
Community engagement in registered clubs works when clubs go beyond writing cheques and build genuine relationships with the organisations they fund. In this episode, Michelle Pascoe, Certified Speaking Professional with 30+ years in the hospitality industry, sits down with Club Rivers community engagement leader Jenny Holt to explain why showing up in person — and connecting your community stakeholders with each other — is what transforms a club into the true heart of its community. Is your club writing cheques and waiting for acquittal reports — or are you actually getting in the door? Jenny Holt has worked in the registered clubs industry for more than 25 years and has led community engagement at Club Rivers for over a decade. Her team logs over 1,000 volunteer hours and 50+ community events every year — all in staff's own time. From sailing days with Sailability and sleeping rough for Georges River Lifecare, to climbing Mount Kosciuszko for the Autism Community Network and a Tough Mudder for Waterfall Rural Fire Service, Club Rivers has built a community model that goes far beyond the grant cycle. Community engagement works because it is relational, not transactional. As Jenny explains, the moment a club grant is approved, she is on the phone asking: "When can we come along and see your program?" That one step builds the rapport that makes future funding almost automatic — and gives the board the stories they need to approve the next round with confidence. Michelle and Jenny also explore how Club Rivers is now funding swimming lessons and school camp places for children in public schools that can no longer afford them, why their in-venue CRCTV screen keeps older members connected to the club's community story, and what tips Jenny would offer any club just starting its community engagement journey. Key Takeaways In this episode, Michelle Pascoe sits down with Jenny Holt, Community Engagement Leader at Club Rivers, to discuss: Community engagement in registered clubs is most effective when clubs attend the programs they fund, not just write the cheques — this single shift builds stronger board support, deepens relationships with grant recipients, and positions the club as a genuine community partner rather than a funder. Club Rivers logs over 1,000 volunteer hours and 50+ community events per year in staff's own time, including sailing days with Sailability, a Tough Mudder for Waterfall Rural Fire Service, sleeping rough for Georges River Lifecare, and climbing Mount Kosciuszko for the Autism Community Network. Supporting local schools with funding for swimming lessons and school camps has become a growing priority for Club Rivers, reflecting the reality that public schools can no longer afford these experiences for every child — and that every Australian child has the right to learn to swim. Connecting funded organisations with each other — using the club as the anchor — multiplies community impact well beyond what any single grant could achieve, as demonstrated when Lugarno Lions stepped in to support an ACN event at short notice. Clubs starting their community engagement journey should begin with existing grant recipients, tell their stories across every available channel, and build outward from a strong local foundation. Next Steps & Resources Subscribe to The Michelle Pascoe Hospitality Podcast on YouTube, Apple Podcasts, and Spotify: michellepascoe.com/The-Michelle-Pascoe-Hospitality-Podcast Join Michelle's newsletter for leadership, culture, and service excellence: michellepascoe.com/blog Book customer service workshops and middle management programs tailored to clubs, hotels, and hospitality venues: michellepascoe.com/traininganddevelopmentprograms About Michelle Michelle Pascoe helps hospitality leaders build multigenerational teams, lift service standards, and embed values-led culture. A Certified Speaking Professional with over 30 years in the hospitality industry and Disney Institute Alumni credentials, Michelle delivers bespoke keynotes, workshops, and leadership programs for clubs, hotels, and hospitality venues across Australia and internationally. Book customer service workshops and middle management programs: michellepascoe.com/traininganddevelopmentprograms About Jenny Jenny Holt has worked in the registered clubs industry for over 25 years and has led community engagement at Club Rivers — located on the MacArthur railway line in Sydney's south-west — for more than a decade. Her community team logs 1,000+ volunteer hours and 50+ events per year, supporting local schools, disability organisations, youth programs, domestic violence services, and rural fire brigades. Jenny's philosophy: it's not about writing cheques. It's about getting in the door. Connect with Club Rivers: https://www.clubrivers.com.au/
Serve davveor multare Big Tech per cifre che considera costi del mercato? E a cosa servono allora Garanti e Tribunali? E poi due parole sulla Agenzia per la Cybersicurezza-con-la-y Nazionale e i suoi risultati. Buona Pasqua!
March Market Cap Madness tips off its Final Four this week on Rule Breaker Investing, and you're not just watching—you're playing. Past world champion Andy Cross (6–1 lifetime) squares off against Cinderella contender Loren Horst (1–0) in our first semifinal matchup, with a spot in the World Championship at stake. Grab a pencil, set your ranges, and see whether your market-cap intuition can outscore Andy, Loren… or both. The Madness is on, and the bracket is tightening. Companies mentioned: ACN, AMD, BA, CSU, GLOB, IDXX, INTU, SERV, TCEHY, WIX Sign up for The Motley Fool's Breakfast News here: www.fool.com/breakfastnews Order David's Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/ Host: David GardnerContestants: Andy Cross, Loren HorstProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices
Vi går på djupet med de första vårklassikerna, Niclas har varit i Algarve och kollar på när Jakob Söderqvist körde tempo och i den Förenade Arabemiratiska öknen har Remco haft problem med ACn på hotellet och Isaac Del Toro med positioneringen. Avsnittet presenteras i samarbete med Nord VPN. Gå in på nordvpn.com/cykelwebben och slå till på vårt kanonerbjudande!
Inoltre, il verdetto delle Sezioni Unite penali sulla PEC inviata all'indirizzo sbagliato e le nuove regole ACN sugli incidenti informatici.>> Leggi anche l'articolo: https://tinyurl.com/yc25fmrt>> Scopri tutti i podcast di Altalex: https://bit.ly/2NpEc3w
LONDON (ICIS)--European ammonia and acrylonitrile (ACN) players are facing supply and demand challenges while regulatory changes, including the recently enforced carbon border adjustment mechanism (CBAM), are further complicating the market picture. In this podcast, European ACN editor Nicole Simpson speaks to global ammonia editor Sylvia Tranganida about the likely outlook for the markets. · European ACN market operating at reduced rates as European industry in decline· Russian ACN imports virtually gone following new EU sanctions in December · China's ACN overcapacity is growing but infrastructure for exports is lacking · ACN demand set to remain soft, well served by existing contracts · CBAM creating discontent in ammonia market · Ammonia imports into Europe slowing after CBAM enforced· Tight supply in global ammonia market · Natural gas supply a concern for ammonia players · Ammonia demand set to pick up in spring for seasonal reasons
Simon and Braden reunite for a throwback 1-on-1 to break down what’s behind the recent “SaaS apocalypse.” They discuss why AI uncertainty is crushing software multiples, how coding agents could reduce seat counts, and where value capture might shift next (subscriptions vs. usage-based and hybrid pricing). They also separate the real risks (in-house tools at large enterprises, margin pressure from AI features) from the overhyped ones (easy competition without distribution). The episode wraps with a candid check-in on Constellation Software’s selloff and what they’re watching going forward. Tickers of stocks discussed: CSU.TO, ADSK, MSFT, CRM, ACN, DSG, LSPD.TO, SHOP.TO, MNDY Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
El acné es una afección común de la piel que aparece cuando los poros se tapan por exceso de grasa, células muertas o bacterias. Se manifiesta principalmente con espinillas, puntos negros, puntos blancos y, en casos más severos, lesiones inflamadas. Si no se trata adecuadamente, el acné puede provocar complicaciones como manchas persistentes, cicatrices y afectaciones emocionales relacionadas con la autoestima. La atención temprana y el cuidado correcto de la piel son clave para evitar consecuencias a largo plazo por lo que en este podcast de El Expresso de las 10 la Dra. Rocío Ferrusco, Médica con especialidad en Dermatología, Ex directora del Instituto Dermatológico de Jalisco. Con más de 30 años de experiencia en el tratamiento de las enfermedades de la piel, nos habla del Acné.
El PACMA denuncia l’Ajuntament de Lloret de Mar per una “greu manca de control” en dos casos relacionats amb el benestar animal. En concret, el partit assenyala un terreny on hi ha diversos rucs, sense que el propietari tingui la llicència. En un comunicat, el PACMA assegura que el responsable va ser sancionat el 2019 i que des d’aleshores no s’havia realitzat cap inspecció, fins que el partit ha presentat les pertinents denúncies, arran de l’avís que van rebre d’una veïna amoïnada per l’estat dels animals. Recordem que mesos enrere el partit s’havia queixat de manca d’informació al respecte. El consistori assenyala que des de Benestar Animal es mira que el propietari compleixi la normativa i tingui la identificació dels animals, si s’escau, però que un cop tot està en ordre és responsabilitat de l’Oficina Comarcal, segons exposa la regidora Vereda López. L’Ajuntament de Lloret assenyala que cada vegada que hi ha hagut alguna denúncia per l’estat dels rucs, els veterinaris de l’oficina han dit que els animals es trobaven bé. Pel que fa a la llicència, fonts consistorials asseguren a l’Agència Catalana de Notícies (ACN) que es va intentar notificar el requeriment al propietari, però es va poder concretar i s’espera que aquesta setmana Protecció Civil li porti presencialment al propietari. L’altra denúncia fa referència a diverses gosseres de gossos de caça al municipi que no estan registrades a la Generalitat de Catalunya i que, segons explica el PACMA, emateix POUM de Lloret de Mar, no permet autoritzar-les com a nuclis zoològics. A més, el partit assenyala que alguns d’aquests gossos no estan censats i que s’han detectat condicions insalubres en determinats emplaçaments. En aquest cas, l’Ajuntament explica que està prevista una inspecció a les gosseres en breu per part de Protecció Civil.
Rachel Dashiell discusses the technical trends of Hecla Mining (HL) and Accenture (ACN). HL reached an all-time high, surpassing its 1987 peak, showcasing over 530% gains this year due to strong momentum in precious metals. ACN shows technical improvement with a significant six-month cup and handle pattern breakout.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
It’s our annual Bold Predictions episode. We score our 2025 calls (BCE’s dividend cut, the CAD move, and the SHOP vs. RY market-cap battle), then lay out measurable 2026 predictions: mega-cap AI names potentially facing capex fatigue, an “anti-AI” basket of incumbents looking set for mean reversion, a possible management reset at CNI with buybacks paused to prioritize debt reduction, and Dan’s call for the TSX to beat the S&P 500 and Nasdaq again. We close with Braden’s spiciest take: despite incredible momentum, Palantir’s valuation leaves it vulnerable to a sharp drawdown in 2026. Tickers of stocks discussed: BCE.TO, SHOP.TO, RY.TO, NVDA, GOOGL, MSFT, AMZN, META, ORCL, INTC, AIQ, CSU.TO, DSG.TO, TRI, ADBE, CRM, ACN, QXO, CNR.TO, CP.TO, UNP, CSX, WSP.TO, PLTR, DKNG, FLUT, HOOD, COIN, CME Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.
The Entreprenudist Podcast: The Place To Hear Real Entrepreneurs & Business Owners Bare It All
110 Health Care Made Simple | Understanding ACN Health Solutions The Entreprenudist Podcast https://entreprenudist.com At The Liquidity Event December 18, 2025 | Sponsored by Insurance Claim HQ Powered by Hair Shunnarah Trial Attorneys. Health care can feel overwhelming and confusing, but it does not have to be. In this group presentation, Lorrain Alleyne, Dr Joyce Morgan Powell, Jessie Ferrell, Rodney Black, and Michael Elliot come together to explain how ACN simplifies health care solutions for individuals, families, and businesses. In this session, they cover: -Common misconceptions about health care -How ACN simplifies access to health services -Practical solutions designed for real-life needs -Why clarity and education matter when choosing health coverage This discussion is ideal for anyone seeking a clearer understanding of health care options and how modern solutions can make health care more accessible and manageable. .------------------ Struggling with a denied or delayed insurance claim? Let the experts at Insurance Claim HQ Powered by Hair Shunnarah Trial Attorneys, help you get what you're owed. Visit https://insuranceclaimhq.com and take the first step toward the settlement you deserve. Hosted by Randolph Love III, ChFC®, The Entreprenudist Podcast is a platform where real entrepreneurs and business owners bare it all. Ranked in the top 10% of business podcasts, it shares unfiltered stories, challenges, and triumphs, providing valuable insights for aspiring and seasoned business leaders alike.
Host Emily Flippen is joined by Motley Fool analysts Jason Hall and Keith Speights to unpack how a prolonged U.S. government shutdown ripples through markets - from missing economic reports and the Fed's next move to the on-the-ground impact for contractors, biotechs, and housing. Companies discussed: NOC, PLTR, BAH, ACN, MSFT, LLY, AMTM Host: Emily Flippen, Jason Hall, Keith Speights Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Una conversación honesta, divertida y necesaria. Invitamos a Beatriz Ticali -Bea-, mejor conocida como @bea.usted en redes sociales, creadora venezolana en Madrid, para hablar de cuerpos reales, el movimiento mid size, autoestima, migración, trabajo creativo y cómo sobrevivir al algoritmo sin perder la cabeza. Desde la presión estética, el retorno de tendencias tóxicas, acné y salud mental, hasta comparar números, marcas y el eterno “no soy ni gorda ni flaca”: aquí se dice lo que casi nadie se anima.Hablamos de rupturas, reinvención profesional, xenofobia laboral, propósito y la diferencia entre amor propio y complacencia. También tocamos botox, “skinny culture”, OnlyFans y la verdad de las redes: no todo es métrica, pero las marcas sí miran métricas. Si buscas una guía sincera para navegar redes, cuidar tu cuerpo y crecer tu canal sin perder tu voz, este episodio de Mal Dormidas es para ti.00:00 – ¿Quién es Bea Ticali? 03:19 – Producción del show y “buena vibra”.04:02 – Brindis y ritual del episodio: ron, receta y humor06:16 – Formación: comunicación, actuación y primeros trabajos07:44 – Industria del modelaje: tallas, presión y límites insanos09:49 – Hegemonía de belleza vs diversidad: ¿qué cambió de verdad?10:32 – El ciclo que vuelve: “skinny culture”. 12:54 – Normalizar enfermedades por estética. 13:32 – Cuando la salud no es tendencia14:50 – Fiesta de la delgadez y sus daños. 16:20 – El “in the middle”: nace el enfoque mid size18:09 – Amor propio con matices. 21:20 – Migración e invierno: cambios de cuerpo y de ropa. 21:58 – Silencio en redes: cuando no te amas, ¿qué comunicas?22:38 – Despido por xenofobia: iniciativa y resiliencia24:15 – Caída y plan: paro, ahorro y reencuadre de propósito26:12 – Edad, botox y presión estética 2.029:40 – Ser “mid” también en la edad: estudios y “algoritmo tía”31:17 – DMs raros, sugar daddies y economía de la atención33:22 – Esfuerzo, trabajo real y límites en plataformas34:15 – Lo mejor y lo peor de crear: comparación vs impacto positivo36:26 – Acné y vulnerabilidad: mostrar lo que duele37:12 – Cuando tu contenido importa. 38:02 – Cuidar la voz propia en redes. Capítulos con timestamps para que navegues fácil. Comparte con esa amiga que está peleada con el espejo o con el feed. Suscríbete para más entrevistas sin filtro y contenido que suma, no que resta.
Recebemos Tatianna Porto (ACN – Ajuda à Igreja que Sofre) para falar sobre a linda campanha “Um Milhão de Crianças Rezando o Terço pela Paz”, que acontece no dia 7 de outubro, reunindo crianças, famílias, escolas e comunidades em oração pela unidade e paz no mundo.
In this episode of Command Control Power, the hosts reconnect for a public episode featuring casual banter and professional insights. Discussions range from optimal microphone placement for virtual backgrounds, humorously recounting past advertising endeavors, to moving children into college. The main focus, however, addresses IT and consultancy challenges including issues with ISP connections using Unify, effective marketing strategies, customer experience, generating client reviews, and the impact of AI on IT solutions. The hosts share personal anecdotes and valuable tips for both seasoned consultants and newcomers in the field. The hosts discuss microphone placement and virtual backgrounds, referencing advice from Justin Esgar. Reflections on physical advertising: subway-style ads, banners at trade shows, flyers on community boards, and the effectiveness of old-school marketing versus digital targeting. Personal stories about getting clients from bulletin board flyers, local fairs, and classified ads. The evolution of client acquisition: from random, local encounters to digital, highly-targeted leads and the importance of being listed in the Apple Consultants Network (ACN) locator. The changing landscape of referrals: Google search, ACN locator, and even ChatGPT as a source of new clients. The role of reviews: how to ask for them, where to post them (Google, Yelp, ACN), and the impact of both positive and negative reviews. Anecdotes about difficult client interactions, especially around technical misunderstandings and device resets. Technical discussion: using Unifi's custom SLA (Service Level Agreement) settings to reduce false internet outage alerts, and the value of tools like Uptime Robot. Brief mention of AI note-taking and its environmental impact, with a plan to discuss this further in a future episode. • • Closing thanks to listeners and patrons, with a reminder about Patreon benefits.
Simon and Dan return with the second half of their deep dive into 50 Ways to Invest in the AI Revolution. While Part 1 covered the obvious giants—semiconductors, hyperscalers, pure-play AI software, enterprise apps, and data center REITs—this episode looks at some of the less obvious but equally important beneficiaries of AI. From utilities and grid infrastructure to commodities like uranium, copper, and natural gas, they explore the backbone powering AI’s massive energy demand. They also dig into healthcare, cybersecurity, IT consulting, and industrial automation—sectors where AI is already improving efficiency, margins, and innovation in ways most investors overlook. Once again, they highlight dozens of companies and ETFs across these subsectors, balancing both the opportunities and the risks. If you’re wondering how to get diversified AI exposure beyond the usual suspects like NVDA and MSFT, this episode is packed with fresh angles and ticker ideas. Tickers discussed: Utilities & infrastructure: NEE, CNP, D, CPX.TO, BEPC, BIP.UN.TO, PWR, MTZ, SU, ENB Commodities & energy: TECK.B.TO, TOU.TO, URA, U.UN.TO, UNG, ZEO.TO, BCIM Healthcare: GEHC, SMMNY, PFE, ISRG, WELL.TO, ZHQ.TO Cybersecurity: CRWD, PANW, HAK, CYBR.TOConsulting & IT services: ACN, IBM, INFY Industrial automation: ROK, ABB, PNG.V Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.
Luke Lloyd shares his take on the market, citing the AI theme as a key driver of growth. He believes the market is due for a rotation away from big tech names like Microsoft (MSFT) and Nvidia (NVDA) and into smaller, more unloved areas such as manufacturing, healthcare, and AI implementation stocks. Lloyd mentions companies like DOW, CONE, and ACN as potential beneficiaries of this trend. He's also bullish on the crypto space, particularly in stablecoins and web3 infrastructure plays like Circle, but advises caution on directly owning Bitcoin until it corrects lower.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
We will break down the contrasting retirement strategies and financial mindsets of Baby Boomers and Gen X to uncover key lessons for your financial future. Today's Stocks & Topics: Richtech Robotics Inc. (RR), BNY Mellon US Large Cap Core Equity ETF (BKLC), Market Wrap, Kinross Gold Corporation (KGC), SSR Mining Inc. (SSRM), The Retirement Generation Gap: Boomers vs. Gen X, Accenture plc (ACN), Roth I-R-A, Market Value, Income ETFs, Pacer US Small Cap Cash Cows 100 ETF (CALF), First Trust Water ETF (FIW), Tariff-Driven Cargo Surge.Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto: https://gusto.com/investtalk* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
S&P futures are pointing lower to start the week. President Trump announced a new $100K fee on H-1B visa applications and is set to address the U.N. tomorrow. In corporate news: Pfizer eyes an obesity drugmaker deal, Compass to acquire Anywhere Real Estate, and the FDA prepares to release a report linking Tylenol to autism. Investors will also be watching Fed speeches and a big earnings lineup from MU, COST, AZN, and ACN.
Futures are flat to slightly higher this morning as investors weigh what's next for the markets. All three major indices hit fresh records yesterday after the Fed delivered a 25-basis-point rate cut and signaled more easing ahead. Today investors are watching the latest with Tik Tok, shares of FDX after their earnings release, and continued commentary from Fed officials. Next week, investors will have an eye on earnings from AZO, AIR, COST and ACN.
Angela Loehr Chrysler, Chief Development Officer at ACN, shares how the legacy company is modernizing its strategy while staying true to its roots. From leadership lessons to field engagement, this episode explores how to evolve with intention.
Get ready for a wild ride
Chaque vendredi, nous traitons d'un sujet de santé au féminin, de manière pratique. Cette semaine, notre invitée dispensera ses conseils pour prendre soin de sa peau. Acné, peau grasse ou sèche, tâches, eczéma, psoriasis… elle répondra à toutes les questions de nos auditrices. Dr Anta Soumaré Soko, dermatologue au Centre Hospitalier National de Dalal Jamm de Dakar, diplômée en dermatologie esthétique et cosmétologie. La palabre au féminin de Charlie Dupiot. Programmation musicale : ► Beyoncé - Bodyguard ► Saint Levant – Wazira. (Rediffusion)
Chaque vendredi, nous traitons d'un sujet de santé au féminin, de manière pratique. Cette semaine, notre invitée dispensera ses conseils pour prendre soin de sa peau. Acné, peau grasse ou sèche, tâches, eczéma, psoriasis… elle répondra à toutes les questions de nos auditrices. Dr Anta Soumaré Soko, dermatologue au Centre Hospitalier National de Dalal Jamm de Dakar, diplômée en dermatologie esthétique et cosmétologie. La palabre au féminin de Charlie Dupiot. Programmation musicale : ► Beyoncé - Bodyguard ► Saint Levant – Wazira. (Rediffusion)
How can you prepare to be the executor of your parents' estate? Join Jeff as he unpacks the emotional and logistical challenges described in the AARP article, "Mom Died. Then Came the Financial Ordeal." It's a first-person account of serving as an executor. You'll learn how to avoid common pitfalls and why proactive communication is a powerful gift. Jeff also details the benefits of pre-planning, education, and self-care, especially for adult children who are dealing with grief and responsibility at the same time. "Mom Died. Then Came the Financial Ordeal” originally appeared in AARP: The Magazine and has been shared in numerous publications, including The Amazing Care Network (ACN). Read the ACN version here: https://www.amazingcarenetwork.com/my-mom-died-then-came-the-ordeal/ WHAT YOU NEED TO KNOW (00:00) Episode introduction. (03:02) The AARP article is a daughter's story of navigating the probate system after her mother's death. (07:35) Communicate openly with your children so that they are not caught off guard by funeral costs and other expenses. (10:06) Consider pre-arranging and pre-paying for the funeral. (10:36) With regard to legal fees, trust administration tends to be less expensive than probate. (13:23) For banks and utilities, in particular, some red tape is unavoidable. (15:47) An executor can benefit from education and guidance before and during the probate process, especially when under the emotional strain of losing a parent. (16:54) The executor can be held personally liable if there is a problem with creditors, beneficiaries, etc. (19:15) Experienced law firms are invaluable when managing probate administration for an executor. (22:06) Communicate your wishes to your children. Organize your administrative and financial info now to prevent chaos later. (24:10) Survivors should not neglect self-care. LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/
$HOOD is now in the "WHY DIDN'T I BUY THIS STOCK" phase for me - hopefully not youGET THE TRENDSPIDER SALE HERE BEFORE IT ENDSENTER TO WIN A FREE YEAR OF TRENDSPIDER BY SIGNING UP FOR THE NEWSLETTER Here are the links to all the sales: Seeking Alpha Premium: with a 7-day free trial—save $60SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM
Notas del Show: • Wall Street avanza tras semana histórica: Futuros al alza: $SPX +0.4%, $US100 +0.6%, $INDU +0.6%. El S&P 500 y el Nasdaq cerraron el viernes en nuevos máximos. Se activaron acuerdos comerciales con Reino Unido y China, mientras EE.UU. busca sellar pactos con otros diez socios. El mercado también observa la reforma fiscal y el plazo del 9 de julio para nuevas tarifas. • Bancos superan test de estrés de la Fed: Las 22 principales entidades financieras demostraron fortaleza de capital incluso bajo escenarios severos. Esto permite dividendos y recompras por varios Billones. $WFC +2%, $BAC +1%, y ganancias moderadas para $JPM, $C y $MS. RBC calificó los resultados como “reconfortantes”. • Disney repunta por upgrade de Jefferies: $DIS sube tras recibir recomendación de compra, destacando resiliencia en parques, proyección positiva en cruceros para 2026 y expansión de márgenes en streaming. Jefferies elevó el precio objetivo de $100 a $144, citando impulso en reservas y fuerte calendario de contenidos. • Palantir y Accenture lanzan alianza federal de IA: $PLTR seleccionó a $ACN como socio preferente para implementar soluciones IA en agencias gubernamentales. Entrenarán a 1,000 profesionales para desarrollar sistemas de automatización y análisis financiero avanzados. Un inicio de semana con impulso alcista, catalizadores fiscales y una mirada a la transformación digital del sector público. ¡Imperdible!
S&P Futures are lower this morning as geopolitical issues in the Middle East continue to weigh on the market's sentiment. News reports that President Trump's plans to make a decision in two-week on potential U.S. military action against Iran has yet to turn markets higher. President Trump is schedule to hold a national Security meeting later this morning. Fed policy remains on hold as officials continue to wait for inflation data to move higher due to the Trump Tariffs. Fed officials now see slower GDP growth, higher unemployment and more inflation this year versus the previous projection. On the earnings front, KR, ACN, DRI & KMX are scheduled to report this morning.
S&P Futures are essentially flat this morning with economic data in focus. This morning the weekly Jobless Claims are due out and this afternoon there is a Fed announcement on monetary policy. The update to the Dot Plot data could spark some volatility. The G7 meeting wrapped up yesterday with no trade deal news. The July 9th deadline for trade deals is weeks away and so far no deals have been announced. Israel targeted weapons and nuclear sites in Iran overnight as the conflict entered its sixth day and the U.S. is said to be considering joining Isreal in its offensive. Iran's leader is scheduled to give a speech today. The Senate yesterday passed the Genius Act to regulate cryptocurrencies. On the earnings front, LZB is lower after its earnings report. KR, ACN, DRI & KMX are scheduled to report Friday morning.
Chaque vendredi, nous traitons d'un sujet de santé au féminin, de manière pratique. Cette semaine, notre invitée dispensera ses conseils pour prendre soin de sa peau. Acné, peau grasse ou sèche, tâches, eczéma, psoriasis… elle répondra à toutes les questions de nos auditrices. Dr Anta Soumaré Soko, dermatologue au Centre Hospitalier National de Dalal Jamm de Dakar, diplômée en dermatologie esthétique et cosmétologie. La palabre au féminin de Charlie Dupiot. Programmation musicale :► Beyoncé - Bodyguard ► Saint Levant – Wazira.
Chaque vendredi, nous traitons d'un sujet de santé au féminin, de manière pratique. Cette semaine, notre invitée dispensera ses conseils pour prendre soin de sa peau. Acné, peau grasse ou sèche, tâches, eczéma, psoriasis… elle répondra à toutes les questions de nos auditrices. Dr Anta Soumaré Soko, dermatologue au Centre Hospitalier National de Dalal Jamm de Dakar, diplômée en dermatologie esthétique et cosmétologie. La palabre au féminin de Charlie Dupiot. Programmation musicale :► Beyoncé - Bodyguard ► Saint Levant – Wazira.
Give Us FeedbackIn episode 100 of the ACN podcast, we celebrate being the longest continuously running podcast focused on Agile and improving work practices in companies. In this episode, we also examine how Lean and Agile principles and methodologies complement one another. Are they compatible? Should one take precedence over the other? Tune in to find out! Join Shawna Cullinan, Jörg Pietruszka, Diana Larsen, Sheila Eckert, Sheila McGrath, April Mills, Hendrik Esser, Ray Arell, and all the callers to the monthly live event as we explore this topic. For details on the next live event or how to support our show, please visit acnpodcast.org.Support the show
Alphabet's ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom. (00:21) Jason Moser and Asit Sharma discuss: - Alphabet's resilient ad business, and what parts of the company might be most interesting if the break-up happens. - Tesla's rough quarter, and why the Model Y release is a key moment for the company's auto thesis. - Chipotle's burrito slowdown, how ServiceNow's government contracts are holding up, and the latest with Intuitive Surgical. (19:11) Malcolm Ethridge comes back on the show to talk big tech and his favorite recession-proof stocks. (34:48) Asit and Jason break down two stocks on their radar: Nasdaq and Adobe. Stocks discussed: GOOG, GOOGL, TSLA, NOW, ISRG, ACN, NFLX, SPOT, NDAQ, ADBE. Host: Dylan Lewis Guests: Jason Moser, Asit Sharma, Malcolm Ethridge Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Give Us FeedbackIn episode 99 of the ACN podcast, we explore the concept of “flow” and why it's more than just a buzzword. We explore how nurturing a state of flow can transform individual performance, team dynamics, and overall company culture. This episode marks our transition from the Agile Coaching Network to the Agile Community Network. Overall, this name change reflects our identity for some time now. We are not just a venue for discussing Agile coaching but a hub for all topics influencing the larger communities striving to create an Agile way of working. Join Shawna Cullinan, Jörg Pietruszka, Diana Larsen, Sheila Eckert, Sheila McGrath, April Mills, Hendrik Esser, Ray Arell, and all the callers to the monthly live event as we explore this topic. For details on the next live event or how to support our show, please visit acnpodcast.org.Support the show
In this episode,We look into the emotional side of investing, how to stay disciplined, manage FOMO, and stick to a rules-based approach for long-term success. We also break down Nvidia's game-changing AI innovations, Nike's earnings struggles, and the latest dividend hikes across major companies. Plus, they tackle listener questions on tax efficiency, portfolio performance, and more!
Two of the most influential voices in the market had something to say this week. (00:21) Asit Sharma and Jason Moser discuss: - Fed Chair Powell's rate outlook, and what Jensen Huant sees coming down the pike for Nvidia chips and quantum computing. - What Tesla investors need to know about the headlines around recent accounting concerns. - Earnings updates and red market reactions for FedEx, Nike, and Accenture. (19:11) Joe Cutillo, CEO of Sterling Infrastructure, talks Motley Fool CEO Tom Gardner through his company's work on infrastructure projects, how the tariff picture figures into their outlook, and how to invest like a CEO. (30:57) Jason and Asit talk about lessons from their favorite college basketball teams and the stocks on their radar this week: BYD and Williams Sonoma. Stocks discussed: NVDA, TSLA, FDX, NKE, ACN, STRL, BYDDY, WSM Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, Joe Cutillo, Tom Gardner Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
S&P Futures are trending higher this morning as the market prepares for this afternoon announcement on monetary policy from the Fed. No changes in rates or Dot Plot expectations are likely. President Trump's pending tariff action remains a key pending factor for the economy which Fed Chairman Powell will likely avoid commenting on during his press conference. President Trump is scheduled to meet with top U.S. oil executives today to discuss boosting domestic energy production. ADSK is higher as Starboard Value is expected to launch a proxy fight. Fitch Ratings lowered its outlook on global growth & raised its inflation expectations for the U.S. SIG is higher after its earnings release this morning. After the bell today, FIVE will report and tomorrow morning ACN, DRI, FDS & JBL are scheduled to report.
The Arab Spring hits THE NEWSROOM in its fifth episode ("Amen"), but once again Aaron Sorkin finds himself more concerned with Will McAvoy's workplace dramas, including a nefarious attempt by the ACN morning show to bring his downfall. PLUS: Was the '60s "the decade where everything changed"? At least one magazine cover believes so! PATREON-EXCLUSIVE EPISODE - https://www.patreon.com/posts/122160705
A red hot software company is continuing to impress investors. (00:21) Ricky Mulvey and David Meier offer up some counter programming for election night. They discuss: - Palantir's impressive results. - Harvard's “just ok” endowment returns. - Why individuals have advantages over institutional investors. - Stories causing them to be rationally optimistic. Companies discussed: PLTR, ACN, CTSH, VRTX Host: Ricky Mulvey Guest: David Meier Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Artificial Intelligence continues to drive valuations and headlines – we check in on the latest corporate intrigue at OpenAI, how generative AI is driving results for Accenture, and how Braze is bringing it to customers. (01:02) Emily Flippen and Bill Mann discuss: - Hurricane Helene hitting the southeast U.S. and the state of insurance, reinsurance, and black swan events. - Meta's new Orion augmented reality prototype, and the latest drama at OpenAI. - Why Vail is expecting fewer skiers this winter, gold is boosting Costco, and Accenture is enjoying the generative AI boom. (19:04) Braze CEO Bill Magnuson took a break from the company's Forge 2024 event to give analyst Tim Beyers a rundown on the company's latest innovations, how it's helping marketers harness AI, and the different ways these new offerings play into the company's growth story. (33:27) Bill and Emily break down two stocks on their radar: Carnival Cruise Lines and Visa. Stocks discussed: LMND, META, VAIL, COST, ACN, CCL, V. Host: Dylan Lewis Guests: Bill Mann, Emily Flippen, TIm Beyers, Bill Magnuson Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Nvidia's been on such a tear, it's tough to keep the zeroes straight. We talk through its status as a top dog in the market and how top-heavy the S&P 500 is. (:21) Ron Gross and Bill Mann discuss: - How Nvidia stacks up to fellow titan Microsoft, and whether investors should be worried about how much of the market's returns are being driven by a few companies. - An luxury-fashion IPO that wasn't in Italy. - AI pushing Accenture through a slowdown in its core business and how Darden's Restaurant chains are holding up as pricing comes into focus for food . (19:11) Fawn Weaver, CEO of Uncle Nearest, the fastest growing and most awarded whiskey and bourbon brand of the past few years, tells one of the greatest stories in the alcohol business and offers up a cocktail to beat the heat this summer. (35:20) Ron and Matt break down two stocks on their radar: Old Dominion Freight Line and McCormick. Stocks discussed: NVDA, MSFT, F, ACN, DRI, MCK, ODFL Host: Dylan Lewis Guests: Bill Mann, Ron Gross, Fawn Weaver Engineers: Dan Boyd, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices