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Plus: Carl Icahn's company agrees to sell auto-service chain Pep Boys. And Ukraine strikes a deal with defense company BAE Systems to manufacture howitzers locally. Alex Ossola hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In Season 3, Episode 3, we unpack everything you need to know about the recent NATO Summit in Ankara.Paul and Viktorija are joined by:* Sir Stuart Atha KBE CB DSO, Director at BAE Systems, Head of the UK NATO Industrial Advisory Group;* Emma Baker, Group Facilitator, UK NIAG Delegation;* Charles Clover, Defence and Security Correspondent, Financial Times.The conversation tackles the primary geostrategic pressures driving the alliance. We unpack the key takeaways from the summit and the recent NATO Industrial Advisory Group Plenary hosted in the United Kingdom (UK) for the first time this century. We also explore the practical implications of a ‘NATO-first' posture for UK defence planning, and the critical capability gaps European allies must address as the United States' priorities shift. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.britainsworld.org.uk
CNBC reported that Helsing raised $1.8 billion at an $18 billion valuation, positioning the company as a European counterpart to Anduril. The funding equips Helsing to finance research and development, certifications, field trials, and working capital for milestone based government contracts. Anduril Industries, founded by Palmer Luckey, provides a comparison point for venture backed defense software outcomes. Rising European defense budgets and NATO's two percent of GDP guideline are shaping demand for software centric systems. Startups face long sales cycles and strict security requirements, often partnering with primes like BAE Systems, Airbus, Thales, Leonardo, and Rheinmetall. The round sets a visible benchmark for late stage defense software valuations in Europe and heightens expectations for delivery capacity and security readiness.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.
Wars burn hardware, and rebuilding it takes years. This week Simon Brown works through the defence sector as a replacement thesis — the US fired roughly half its THAAD interceptor stockpile in twelve days against Iran — and settles on Lockheed Martin as his pick, with RTX as a second choice. He weighs the faster-growing but pricier European names (Leonardo, Thales, BAE Systems, Rheinmetall), runs through the main defence ETF options, and flags the risks: budgets are politics, and forward orders still have to convert. Also covered: a post-IPO look at Bending Spoons, SK Hynix's planned $28bn Nasdaq listing and the memory trade, and the Q2 review of the Equity Coverage AI project — 26 names, 22 buys and one sell. WorldWideMarkets is part of JustOneLap.com.
Last week, Bank of England Governor Andrew Bailey downplayed the possibility of rate cuts this year, noting the central bank is comfortable leaving interest rates on hold. While inflation is expected to return to its 2% target later than preferred, markets have already tightened the bond yield curve. Soaring energy costs remain a concern, with upcoming price cap increases threatening to push millions of households into fuel poverty. Consequently, officials are maintaining a cautious stance, especially as Bank of England Monetary Policy Committee member policymaker Catherine Mann signalled a readiness to hike rates if price pressures persist. Meanwhile, domestic food price inflation hit a multi-month low as retail competition and promotional activity helped keep shop prices in check...Stocks featured:BAE Systems, St James's Place and EntainTo find out more about the investment management services offered by Walker Crips, please visit our website:https://www.walkercrips.co.uk/This podcast is intended to be Walker Crips Investment Management's own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 226344) and is a member of the London Stock Exchange. Hosted on Acast. See acast.com/privacy for more information.
An airport director discusses air service and passenger growth, airport expansion, ATC impacts, and the implementation of a new RNP approach. In the news: DCA changes may increase the likelihood of helicopter-on-helicopter collisions, Collaborative Combat Aircraft airframers are selected while mission autonomy software is decoupled, Canada and the Global Combat Air Programme (GCAP), harmonizing FAA and EASA certification rules, and another runway near-miss. Guest Paul Bradbury is the Airport Director at the Portland Jetport in Maine. We look at Air service and passenger statistics, and Paul announces the Jetport's first seasonal transcontinental service with United to San Francisco and Los Angeles. He explains the opportunities small hub airports can realize through continued upgauging of aircraft. Paul notes that passengers have been willing to pay higher fares due to increased fuel prices. See: United Airlines Launches Nonstop Flights from SFO and LAX to Portland Maine. To address parking capacity issues, Paul is now wrapping up the design and permitting for the revised $8.6 million surface parking plan, which the Portland City Council approved in April. This has been a lengthy process, and opposition from some area residents had to be resolved. See: Portland approves $10 million Jetport parking expansion. Paul also tells us about the challenges of Air Traffic Control capacity issues and the FAA’s capping of flights. We also learn about how the Jetport worked with Flight Tech Engineering to implement a new RNP approach to PWM that keeps flights over water. This approach was published on April 16, 2026, but is just now available for assignment by PWM ATC. Aviation News Helicopter collision risk higher after D.C. airspace changes, Coast Guard leaders say Following the January 2025 midair collision, the FAA made changes to the congested airspace around Washington, D.C. But in a public Transportation Research Board (TRB) meeting, U.S. Coast Guard representatives criticized the FAA, saying the revisions may increase the risk of a serious accident between helicopters. The Air Current reports that USCG pilots suggested that “the FAA did not adequately weigh the risks of a helicopter-on-helicopter collision when moving to eliminate helicopter routes and change airspace procedures to protect against close calls between rotorcraft and fixed-wing aircraft.” The changes put helicopters closer together and made it harder for crews to train for proficiency. The pilots said there was an increased risk of helicopter controlled flight into terrain. In a written statement, FAA assistant administrator for communications Hannah Walden said, “Claims that these changes increased the risk of helicopter-to-helicopter collisions are not supported by the data.” She added that the FAA’s actions were guided by the National Transportation Safety Board’s emergency recommendations following the 2025 crash. The Transportation Research Board is part of the National Academies of Sciences, Engineering, and Medicine. The Board seeks “to anticipate and solve complex transportation-related challenges.” This is accomplished through more than 5,500 engineers, scientists, and other transportation researchers and practitioners from the public and private sectors and academia. The program is supported by state departments of transportation, federal agencies, and other organizations and individuals. Air Force picks General Atomics, Anduril to build first CCA drone wingmen The Air Force selected General Atomics and Anduril to build the U.S. military’s first Collaborative Combat Aircraft, beating out Lockheed Martin, Boeing, and Northrop Grumman in a re-solicited competition. The Anduril FQ-44A Furry and the General Atomics FQ-42A Dark Merlin will be fielded as production aircraft. The acquisition strategy is unique in that the Air Force is pursuing a “software sold separately” approach, in which the purchase of the airframe and the CCA’s mission autonomy software are decoupled. Anduril, RTX Collins Aerospace, and Shield AI were awarded production options for the autonomy software and will compete in a six-month head-to-head round. A primary autonomy provider is expected to be named by summer 2027. Canada Throws A Curveball As It Signals Interest In Joining GCAP Sixth-Gen Fighter Program In a Tokyo meeting, David McGuinty, the Minister of National Defense of Canada, said he is “interested in learning more about” the Global Combat Air Programme (GCAP). That next-generation fighter program is a joint venture with BAE Systems (UK), Leonardo (Italy), and Japan Aircraft Industrial Enhancement Co Ltd (JAIEC). Each holds a one-third share in Edgewing. The Tempest is a crewed fighter with a targeted service date of 2035. A demonstrator is currently underway with BAE Systems in the UK. McGuinty said, “I'll take it back to my team and see what it looks like.” The speculation is that Canada could join the GCAP program with “observer status.” FAA Proposes to Speed New Commercial Aircraft Certifications The FAA recently proposed changes to modernize and harmonize commercial aircraft certification rules with EASA. The proposal would provide consistent requirements and reduce the cost, time, and complexity of certifications. This would streamline certification and benefit manufacturers. Aircraft Certification: Comparison of U.S. and European Processes for Approving New Designs of Commercial Transport Airplanes The U.S. Government Accountability Office issued GAO-22-104480 on June 30, 2022. The study directly compared FAA and EASA certification processes and found a significant asymmetry that harmonization could eliminate in the wrong direction. EASA uses a risk-based approach to evaluate compliance findings and reviews the technical basis for compliance determinations, including oversight of all aspects of the airplane’s design. The FAA, by contrast, reviews the completeness of certification packages and compliance determinations in high-risk areas, but this review does not customarily include an independent review of the technical basis for compliance determinations. American Airlines flight aborts takeoff in Miami after business jet enters the same runway After American Airlines Flight 308 bound for Bermuda received takeoff clearance at Miami, the flight crew observed NetJets Flight EJA434 entering the same runway and aborted their takeoff. Addressing the NetJets plane, the controller said, “You just crossed an active runway.” The pilot responded, “You just told me to cross the runway, sir.” The controller said, “No, we said Amerijet 461.” National Air and Space Museum Celebrates 50 Years With Opening of Five New Galleries Hillel attended the National Air & Space Museum media preview for the opening of the five new galleries. He recorded the opening remarks by Christopher Browne, the John and Adrienne Mars Director of the Smithsonian’s National Air and Space Museum. Chris joined the museum as deputy director in 2017 and served as acting director from 2021 to 2022, when he was named director. Hillel also interviewed Carolyn Russo, the curator of the art and trophy collections and the temporary curator of the poster collection. She has over 30 years of experience at the Museum, and is the author of four books: Art of the Airport Tower (Washington, DC: Smithsonian Books, 2015), In Plane View: Abstractions of Flight (New York: powerHouse Books, 2007), Artifacts of Flight (New York: Harry N. Abrams, 2003), and Women and Flight: Portraits of Contemporary Women Pilots (Boston, New York, London: Bulfinch Press, 1997). Mentioned Cirrus announced the opening of its Duluth Talent Center, a multi-million-dollar investment that serves as a hub for community engagement, recruiting, and workforce development. Designed to connect individuals with careers in aerospace, the Talent Center provides direct access to recruiting, technical training, and career development resources in one centralized location. Plane Spotting C-130 Hercules spotted by Micah. Upcomming Hosts this Episode Max Flight, our Main(e) Man Micah, Rob Mark, and David Vanderhoof.
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über stark steigende Tech-Kurse, kriselnde Telekoms und Aufspaltungstendenzen bei Comcast. Außerdem geht es um Amazon, Alphabet, Meta Platforms, AMD, Arm Holdings, Broadcom, Intel, Marvell Technology, Seagate Technology, Western Digital, ASML, Applied Materials, KLA, Lam Research, Caterpillar, GE Vernova, Quanta Services, Samsung Electronics, SK Hynix, Micron Technology, Comcast, Charter Communications, Heidelberg Materials, JPMorgan Chase, Deutsche Telekom, AT&T, Verizon Communications, T-Mobile US, American Tower, Crown Castle, SBA Communications, SpaceX, Nike, VanEck Defense ETF (WKN: A3D9M1), WisdomTree Europe Defence ETF (WKN: A40Y9K), Rheinmetall, AeroVironment, BAE Systems, Thales, Lockheed Martin, RTX, Kratos Defense & Security Solutions, Red Cat Holdings, Planet Labs, Palantir Technologies, MDA Space, Invesco Defence Innovation ETF (WKN: A40J95), HANetf Future of Defence ETF (WKN: A3EB9T), Palo Alto Networks, CrowdStrike, Safran, Curtiss-Wright, Leonardo, Elbit Systems, Hanwha Aerospace, Saab, Singapore Technologies Engineering, Kongsberg Gruppen, Leidos, Global X Defence Tech ETF (WKN: A40E7A), General Dynamics, Northrop Grumman, L3Harris Technologies, Amundi STOXX Europe Defense UCITS ETF (WKN: ETF264), Rolls-Royce Holdings, Airbus, Dassault Aviation, Hensoldt, RENK Group, Babcock International, QinetiQ, Chemring Group, HanETF Indo-Pacific Defence ETF (WKN: A419AU), Bharat Electronics, Hindustan Aeronautics, Hyundai Rotem, Korea Aerospace Industries, LIG Nex1, Mitsubishi Heavy Industries, DroneShield, Electro Optic Systems, Rocket Lab, Iridium Communications. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
MetroTV, Ratusan aktivis pro-Palestina menggelar aksi demonstrasi di depan pabrik BAE Systems di Samlesbury, Inggris. Mereka memprotes keterlibatan perusahaan tersebut dalam rantai pasok program jet tempur F-35 yang diklaim digunakan oleh Israel.
2,3 biljoen dollar. Of te wel 2300 miljard dollar. Dat is het bedrag dat Japan in de eigen economie gaat investeren in de komende 14 jaar. Het is onderdeel van het grote, economische plan van premier Takaichi. Zij wil dat enorme bedrag investeren in onder meer kunstmatige intelligentie en halfgeleiders. Geld dat de economie van Japan een zwengel moet geven. Wij vragen ons wel af of dit nu een zegen of juist een ramp is voor Nederlandse chipbedrijven als ASML. Want gaan zij nu veel machines leveren of gaat Japan nu sleutelen aan dé concurrent van ASML? We zoeken het voor je uit! Hebben we het ook over defensiebedrijven. Die beleven een dramatische beursdag. Ze worden onder vuur genomen, allemaal vanwege een Duitse order die wordt ingetrokken. Ook net op het moment dat een Frans/Duits defensiebedrijf juist naar de beurs wil. Een bedrijf dat onlangs naar Wall Street ging is Cerebras. Ontwerper van AI-chips. Het kwam voor het eerst als beursbedrijf met de kwartaalcijfers. Die zagen er goed uit! De omzet steeg met 92 procent, het verlies werd flink teruggebracht en de omzetprognose was beter dan gedacht. En toch wordt het aandeel gedumpt. Verder in dit beurstheater: De ceo van Softbank wil toch pas over 10 jaar met pensioen Mark Zuckerberg komt met zijn eigen Polymarket De ceo van Gamestop is nog steeds bezig met eBay Trump wil een onderzoek naar.... de hoge benzineprijzen Te gast: Nico Inberg van De Aandeelhouder BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.
2,3 biljoen dollar. Of te wel 2300 miljard dollar. Dat is het bedrag dat Japan in de eigen economie gaat investeren in de komende 14 jaar. Het is onderdeel van het grote, economische plan van premier Takaichi. Zij wil dat enorme bedrag investeren in onder meer kunstmatige intelligentie en halfgeleiders. Geld dat de economie van Japan een zwengel moet geven. Wij vragen ons wel af of dit nu een zegen of juist een ramp is voor Nederlandse chipbedrijven als ASML. Want gaan zij nu veel machines leveren of gaat Japan nu sleutelen aan dé concurrent van ASML? We zoeken het voor je uit! Hebben we het ook over defensiebedrijven. Die beleven een dramatische beursdag. Ze worden onder vuur genomen, allemaal vanwege een Duitse order die wordt ingetrokken. Ook net op het moment dat een Frans/Duits defensiebedrijf juist naar de beurs wil. Een bedrijf dat onlangs naar Wall Street ging is Cerebras. Ontwerper van AI-chips. Het kwam voor het eerst als beursbedrijf met de kwartaalcijfers. Die zagen er goed uit! De omzet steeg met 92 procent, het verlies werd flink teruggebracht en de omzetprognose was beter dan gedacht. En toch wordt het aandeel gedumpt. Verder in dit beurstheater: De ceo van Softbank wil toch pas over 10 jaar met pensioen Mark Zuckerberg komt met zijn eigen Polymarket De ceo van Gamestop is nog steeds bezig met eBay Trump wil een onderzoek naar.... de hoge benzineprijzen Te gast: Nico Inberg van De Aandeelhouder BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.
Change Makers: Leadership, Good Business, Ideas and Innovation
In this episode of Change Makers, Bradley Akubuiro sits down with Caitlin Hayden, Group Communications Director at BAE Systems and a member of the company's executive committee.From advising on national security communications in the Obama White House to leading global communications for one of the world's largest defence organisations, Caitlin has spent her career operating where business, geopolitics and public trust collide.Together, they explore leadership under pressure, communicating through uncertainty, building trust when the stakes are high, and navigating geopolitical risk in an increasingly complex world. These are also key themes from Bradley's new book, 'Faster. Messier. Tougher.: Crisis Communications Strategies in an Era of Populism, AI, and Distrust' which examines how leaders can thrive when certainty is in short supply.For leaders facing constant change, heightened scrutiny and growing complexity, this conversation offers valuable insights from someone who has worked at the highest levels of government, national security and global business.Learn more about Faster. Messier. Tougher. at https://bradleyakubuiro.com/
Episode Summary: Operation Epic Fury has yielded important lessons learned, especially when it comes to the increasing importance of electronic warfare, the scale and scope of America's munitions inventories, and the need for radically enhanced base protection measures. Heather "Lucky" Penney discusses these themes with Lt. Gen. David "Kooler" Krumm, USAF (Ret.) of BAE Systems. What are important operational considerations? How does the industrial base help deliver solutions to harness this recent combat experience? Credits: Host: Heather "Lucky" Penney, Director of Research, The Mitchell Institute for Aerospace Studies Producer: Shane Thin Executive Producer: Douglas Birkey Guest: Lt. Gen. David "Kooler" Krumm, USAF (Ret.), VP, Mission Integration, BAE Systems Links: Subscribe to our YouTube Channel: https://bit.ly/3GbA5Of Website: https://mitchellaerospacepower.org/ Twitter: https://twitter.com/MitchellStudies Facebook: https://www.facebook.com/Mitchell.Institute.Aerospace LinkedIn: https://bit.ly/3nzBisb Instagram: https://www.instagram.com/mitchellstudies/ #MitchellStudies #AerospaceAdvantage #electronicwarfare #industry #epicfury
The topics, stocks and shares mentions / discussed include:Investing Opportunities with Winning PotentialBAE Systems / BA.Qinetiq / QQ.Scottish Mortgage Trust / Tom Slater / SpaceXGreggs / GRGAberdeen Group / ABDN / Interactive Investor platformPicton Property Income Ltd / PCTNLondonMetric Property Plc / LMP Schroder Real Estate Investment Trust / SREI Herald Investment Trust / HRI / Katie PottsAberdeen Investments / Saba CapitalEnsilica / ENSIAtlantic Lithium / ALL / TAKEunderReal Estate Investment Trusts / REITSHidden Gems / Undervalued stocksProperty/ Defence / Military Military modernisation / Sovereign defenceGeo-politicsIncome / Dividends / Dividend yield / Dividend cover Mergers / Takeovers / Arbitrage / ConsolidationReturn of Invested Capital / ValuationInvestingFinancial educationThe Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley. PLEASE donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the NEW link PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN.& moreShareScope special discount offer code ShareScope : TwinPetesInvestors' Chronicle sponsor Special Trial Offers (investorschronicle.co.uk)Henry Viola-Heir's blog Home – The Ethical EntrepreneurPowder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETESThe Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the ShareScope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.
As global threats escalate and technological innovation outpaces traditional training, the UK defence sector faces a defining strategic challenge: an industry-wide skills shortage. In the Season 3 premiere of Defence Talks, we are joined by:* R. Adm. Rose OBE, Director of People and Training for the Royal Navy;* Dr Mary Haigh, Deputy Global Chief Information Officer and Director Digital Delivery Office at BAE Systems; and* Paul Oxley, Director General, ADS Skills.With a significant retirement wave approaching as over 30% of the workforce surpasses the age of 55, a projected surge of up to 50,000 new vacancies, and training pipelines stretched to keep pace with rapid AI and cyber advancements, the sector must adapt decisively. Join us as we unpack the need for cross-sector collaboration, ‘squiggly' career paths, and a STEM education push. Our guests set out how to build a resilient, highly-skilled workforce capable of safeguarding our national security while driving national economic growth.Find Defence Talks: Securing UK Advantage on YouTube, Spotify, Apple Podcasts, Amazon Music, Castbox, Radio Public, Soundcloud, Pocketcast and Overcast. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.britainsworld.org.uk
In this enlightening episode, Chris Beswick speaks with Amanda Peterson, a trustee of the Avro Heritage Museum and a veteran of the aerospace industry. Amanda shares her remarkable journey from studying mathematics to becoming a director at BAE Systems, shedding light on the challenges and triumphs of being a woman in a traditionally male-dominated field. Discover how her passion for aviation, combined with her academic background, shaped her successful career, and listen as she reflects on the evolution of workplace dynamics for women in aerospace. Don't miss this inspiring conversation!
ARM, AMD, Renishaw, XP Power, IQE, Ensilica, BAE Systems, RWS Holdings, Invinity Energy Systems
Despite an increasing focus on SMEs, effective industrial mobilisation must also better harness the power of traditional defence firms. Andrea Thompson from BAE Systems explains how. The excitement in defence ministries about improving how they engage with dynamic and innovative small and medium enterprises (SMEs) is understandable but represents only a partial element of what is needed for industrial mobilisation. As Christian Broze explained in the previous episode, the traditional defence primes remain crucial actors and often have the capacity for mass that SMEs lack. Effectively engaging industry in the plans for growth of defence capacity that have been touted in defence reviews has to be multi-faceted, acknowledging the heterogenous nature of industry as a whole and responsive enough to accommodate the differences between distinct parts of the same enterprise. Andrea Thompson offers the perspective of a large defence prime, drawing on her experience as Group Managing Director for BAE Systems' Digital Intelligence. With a career spanning the UK and US, she has worked at Rockwell International, Rolls Royce and BAE Systems, including in BAE's F-35 and Eurofighter Typhoon programmes, and as the Chair of the Eurofighter Supervisory Board for the Eurofighter GmbH consortium. She was named in the Financial Times' UK Top 100 list of Most Influential Women in the Engineering Sector in 2019.
Alphabet, Google's parent company, has reportedly signed a deal allowing the Pentagon use of its AI for classified purposes. It's just one of many recent deals between Silicon Valley tech companies and the US military. Meanwhile, tech company Palantir says future AI warfare is inevitable and is calling on big tech bosses to "participate in the defence of the nation". Danny Fortson and Katie Prescott discuss this cultural shift, and whether AI is actually making us safer or enabling the rise of the ‘Big Brother' state. Plus, Julian Cracknell, CTO of defence company BAE Systems, talks about the future of defence and killer robots. Get in touch: techpod@thetimes.co.ukProducer: Marnie DukeExecutive Producer: Priyanka DeladiaImage: Getty Hosted on Acast. See acast.com/privacy for more information.
Repasamos los nombres propios de la sesión en el Viejo Continente de la mano de Antonio Aspas, socio de Buy & Hold Gestión deActivos: Stellantis, Bae Systems, LVMH, Cap Gemini, SAP...
This week Nick talks to Dr Ewan KirkDr Ewan Kirk is a British technology entrepreneur, founder of Cantab Capital Partners, until recently was chair of the Issac Newton Institute for Mathematical Sciences, and Non-Executive Director of BAE Systems. He is also Co-Chair of the Turner Kirk Trust, which supports STEM, education, and conservation causes in the UK and the developing world. Nick and Ewan discuss Ewan's journey to becoming a leading figure in quantitative finance, from his early passion for maths, physics, and computing through to entrepreneurship and investment banking. They explore how his technical curiosity led him to build and sell software before joining Goldman Sachs, where he played a key role in developing and scaling derivatives trading, highlighting the importance of combining technical expertise with commercial instinct. The conversation also covers his departure from Goldman, reflections on risk and career decisions, and the founding of Cantab Capital Partners, where he applied systematic, data-driven trading strategies. Ewan's Book Choice was:The Selfish Gene - Richard Dawkins Ewan Music Choice was:Sweet Jane by The Velvet UndergroundThis content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.
On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss the fifth down week on Wall Street as the US-Israel war on Iran continues driving up energy prices and inflation estimates; strikes on Iran continue as Tehran attacks a key US airbase in Saudi Arabia, injuring 12 american personnel and reportedly destroying a US Air Force $500 million E-3 Airborne Warning and Control System plane and damaged others; Washington draws on weapons stocks worldwide and considers redirecting weapons bound for Ukraine and other allies to the Middle East as the CSIS think tank says US forces have launched more than 800 or some 3,100 Tomahawk cruise missiles in stock during the first month of the war; how long it will take to refill stocks even with accelerated procurement efforts and new deals with BAE Systems, Honeywell and Lockheed Martin, as RUSI says US, Israel and allies have use 11,000 precision weapons including interceptors valued at $26 billion; whether Ukraine's air defense deals with Qatar, Saudi Arabia and the UAE can offset a critical $90 billion loan package to Kyiv that's been stalled by Hungary; Korea Aerospace unveiled its new KF-21 fighter the company claims is a less expensive alternative to Lockheed Martin's best selling F-35 Lightning II; Germany's expresses interest in Boeing's Ghost Bat unmanned aircraft developed for Australia; and Palantir and Anduril to develop software backbone for President Trump's top-priority Golden Dome missile defense system.
A runway incursion at LaGuardia results in a fatal crash, new helicopter safety regulations are introduced near airports, Airbus voices frustration with Pratt & Whitney, the second NASA X-59 test flight ends prematurely, A-10 Warthogs see combat over the Strait of Hormuz, and Essential Air Service is considered for Presque Isle Airport. Aviation News Decades of aircraft and ground vehicle near misses at LGA preceded fatal crash CRJ900, courtesy Air Canada. A tragic runway incursion at New York's LaGuardia Airport on March 22, 2026, ended in disaster when an Air Canada Jazz CRJ900 landing there collided with an airport rescue and firefighting vehicle on the runway. The crash claimed the lives of both pilots and left dozens seriously injured. See also: LaGuardia Airport crash: Plane was traveling 93-105 mph at time of ground collision Two pilots dead, 41 people hospitalized after Air Canada plane hits fire truck when landing at LaGuardia, causing airport closure Moment air traffic controller pleads ‘Truck One, stop, stop, stop’ before Air Canada jet smashes into emergency vehicle on runway at LaGuardia killing pilot and co-pilot FAA tightens helicopter safety rules near major airports The FAA now requires air traffic controllers to use radar to manage aircraft and helicopters in close proximity. The interim general notice (Notice (GENOT) JO 7110.801 – Interim Helicopter Separation Procedures) suspends the use of visual separation between airplanes and helicopters in Class B and Class C airspace, and Terminal Radar Service Areas (TRSAs). The DOT said, “Many helicopter operators who are used to obtaining immediate approval to transit through certain areas may have to adjust their flight routes or be delayed while controllers ensure they maintain safe distance from other aircraft. When helicopter pilots, conducting urgent medical or LEO missions, request to fly through these heavy-traffic areas, airline operations to those airports may be disrupted in order to allow these missions priority clearance.” Exclusive: Airbus seeks Pratt & Whitney damages over engine delays, sources say Airbus is frustrated with Pratt & Whitney over the slow delivery of GTF engines for the A320 family. The issue stems from an allocation crunch, with demand coming both from Airbus for new aircraft and from airlines waiting on repairs to get problem engines back in service. Reports suggest Airbus may be seeking potential damages. This stems from a manufacturing problem where contaminants were introduced into the nickel-based powdered metal used to forge certain rotating engine components. (Turbine disks and some HPC parts.) These engines face an increased risk of microscopic cracks and premature failure, particularly those produced roughly between late 2015 and 2021. Instead of waiting for routine shop visits, these engines required accelerated inspections and life‑limit reductions. NASA Second X-59 Flight Cut Short from Warning Light The second flight of the NASA X-59 supersonic demonstrator ended after nine minutes when a warning light illuminated shortly after takeoff. An unrelated caution light indicated an issue prior to the flight, but after a system reset, the flight was approved to proceed. The first flight took place on October 28, 2025, when the demonstrator reached 12,000 feet and 200 knots. The second flight was intended to last an hour and reach 20,000 feet and 225 knots, but ended up matching the first flight. A-10 Warthogs Are Prowling For Iranian Boats In The Strait Of Hormuz The Pentagon has long sought to retire the A-10 Warthog, but Congress has kept it flying. In the meantime, A-10 pilots have been training for a maritime mission: attacking Iranian fast boats in the Strait of Hormuz. AH-64 Apache attack helicopters are also now performing this mission, as well as shooting down Iranian drones. The A-10 has long been considered a close air support aircraft for ground forces, but it also has a maritime role. JetBlue and American Airlines Bid to Serve Presque Isle Airport The U.S. Department of Transportation has received proposals from JetBlue and American Airlines for the next Essential Air Service contract for Presque Isle International Airport. JetBlue has provided the service since 2024 with seven weekly round-trip flights to Boston. The 140-seat Airbus A220s depart early in the morning and return late at night. The airline is proposing to continue that service. American Airlines is proposing at least 12 round-trip weekly flights on a 65-seat jet, split between Boston and Philadelphia. American is seeking a two-year contract with an average annual subsidy of $8.2 million. JetBlue is seeking an $11,521,129 in each of four years, or a two-year contract worth $11,745,899 annually. See: How commercial air service has evolved at Presque Isle's airport. Presque Isle adopts new procedure for air service recommendations Presque Isle airport sees busiest December in 26 years DOT Essential Air Service FAQ Bonus story: U.S. Air Force to Update U-2 Dragon Lady Defensive System The U-2 Dragon Lady first flew 70 years ago, and it's still being used as an ISR (Intelligence, Surveillance, and Reconnaissance) platform. Recently, BAE Systems was awarded a contract by Robins Air Force Base in Georgia to support and sustain the U-2's AN/ALQ-221 Advanced Defensive System (ADS). In a press release (BAE Systems to modernize Advanced Defensive System for the U.S. Air Force U-2 reconnaissance aircraft), BAE said, “Under the contract, BAE Systems will provide continuous field service support for the aircraft's electronic warfare (EW) system, complete repairs to maintain system availability, and provide software updates so it can detect and engage new threats.” Mentioned Stories about Flying. Flight Instructing is About More Than Just Logging Hours. China Clipper (1936) movie. Hosts this Episode Max Flight, our Main(e) Man Micah, Rob Mark, and Erin Applebaum.
How hard is it for young people to find a job and once they do how can they make it pay? Some 16.1% of people aged 16 to 24 are not able to find work according to the latest government figures, the highest level for 10 years. Without a job, being able buying a home, paying into a pension or just pay the bills can seem impossible.So what's the best way to go? Graduate job, apprenticeship or working your way up from an entry level job and what support is there for those struggling whilst on the hunt?The Department for Work and Pensions told Money Box Live, "We're determined to tackle youth unemployment, which is why we're investing £1.5 billion through our Youth Guarantee in work experience, apprenticeships and subsidised jobs."Joining Paul Lewis today is Barry Fletcher, Chief Executive of the Youth Futures Foundation, a charity focused on reducing youth unemployment. And Lizzie Crowley a skills advisor at the Chartered Institute of Personnel Development.Presenter: Paul Lewis Producers: James Graham and Sarah Rogers Editor: Robert Cave Senior Editor: Justin Bones(This episode was first broadcast on Wednesday the 18th of February 2026)Picture credit BAE Systems
Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions. When you purchase an item, launch a campaign or create an investment account after clicking a link here, we may earn a fee. Engage to support our work.Watch the show on television by downloading the e360tv channel app to your Roku, LG or AmazonFireTV. You can also see it on YouTube.Devin: What is your superpower?Jane: If something goes poorly, I'm like, okay, how can we fix this?Rob: I don't really accept constraints... I want to always find a way around the issue.Imagine a drive-thru where you can order your favorite coffee with a single app click, arrive at the pickup spot, and leave in seconds—no line, no waiting, no tipping. This seamless experience is the vision of Jane Lo and Rob Whitten, co-founders of p!ng, a fully automated drive-thru system designed to solve the inefficiencies of traditional drive-thrus.The idea was born out of frustration. Rob, a robotics expert and father of three, described how bad drive-thru experiences with his daughters inspired the project. “My three daughters made me go through a bunch of drive-throughs. It was a terrible experience, and Jane told me to stop complaining one day and just fix it,” he shared. Jane, a marketing and customer experience expert, immediately saw the potential. Together, they combined their skills to create what Rob calls “the nerd's revenge for bad drive-throughs.”The technology behind p!ng is as impressive as its simplicity. Customers use an app to place their orders, which are prepared only when they approach the pickup location. Sensors and geofencing track vehicles, ensuring orders are ready precisely when needed. Rob explained, “We wanted you to leave p!ng feeling victorious and like you're living in the future. It's nice and simple on the surface, but underneath, there's a bunch of really cool tech happening.”Jane and Rob's innovative system is already making waves among consumers, who appreciate the speed and ease of the experience. “Our customers were like, ‘This is amazing. Why doesn't this already exist?'” Jane said. Yet, traditional venture capitalists often didn't understand the scope of the problem. “If you're someone wealthier, you probably have an assistant or a fancy espresso machine. You're not likely to be in that drive-thru lane,” she explained.To fund their vision of revolutionizing drive-thru convenience, the pair turned to regulated investment crowdfunding on Wefunder, where everyday people can invest in their mission. “It's awesome because good customers make great investors and vice versa,” Rob noted.By combining cutting-edge robotics with a deep understanding of customer needs, Jane and Rob aren't just solving a problem—they're creating an entirely new experience. p!ng shows how innovation and impact can work hand in hand to redefine convenience.tl;dr:Jane Lo and Rob Whitten founded p!ng to create a frictionless, fully automated drive-thru experience.They combined expertise in robotics and customer experience to revolutionize how people get coffee.Traditional VCs didn't see the problem, so they turned to crowdfunding to fund their vision.Jane's adaptability and Rob's determination to overcome constraints drive their ability to innovate.p!ng's technology simplifies the customer experience while showcasing the potential of robotics.How to Develop Adaptability and Problem Solving As a SuperpowerJane and Rob's superpowers center on adaptability and a refusal to accept limits. Jane describes herself as an “adapter,” someone who embraces change and thrives in uncertain situations. “If something goes poorly, I'm like, okay, how can we fix this?” she explained. Rob, on the other hand, described his ability to challenge constraints: “I don't really accept constraints... I want to always find a way around the issue.” Together, these superpowers enable them to tackle challenges head-on and innovate in ways others might overlook.When Jane was recovering from hip replacement surgery, she adapted by learning to solder at home so she could contribute to p!ng's pilot project. “We made like a hundred of them or something,” she said, referring to the wiring components she assembled. Meanwhile, Rob shared his story of running a two-football-field-long hose to solve a water shortage during a robotics test at Amazon, demonstrating his determination to overcome obstacles quickly and creatively.Tips for Developing the Superpower:Push your boundaries by tackling things you fear or find uncomfortable.Embrace change as an opportunity for growth rather than something to avoid.Interrogate constraints instead of accepting them—ask “how can I solve this?” rather than “can I?”Use AI tools creatively to brainstorm and find out-of-the-box solutions.Focus on the next step instead of dwelling on failures or setbacks.By following Jane and Rob's example and advice, you can make adaptability and problem solving a skill. With practice and effort, you could make it a superpower that enables you to do more good in the world.Remember, however, that research into success suggests that building on your own superpowers is more important than creating new ones or overcoming weaknesses. You do you!Invest in Ending Organ Shortages!Guest ProfileJane Lo (she/her):Co-founder, p!ngAbout p!ng: p!ng is the fastest autonomous coffee drive-thru in the galaxy — a compact, robotics and AI-powered pod that serves premium specialty drinks in under a minute with virtually no wait and a radically better customer experience. Designed by veterans of Amazon Robotics, iRobot, and SharkNinja, p!ng delivers the speed, consistency, and convenience today's on-the-go consumers crave, whether that's during the chaotic morning rush or afternoon beverage side quest.Website: pingthru.comCompany Facebook Page: facebook.com/pingthrucoffeeCompany Instagram Handle: @pingthrucoffee Other URL: wefunder.com/pingBiographical Information: I grew up in the Bay Area and after graduating from UC Berkeley, began my career in healthcare consulting and biotech. These experiences made one thing clear: I wanted to work as close to the end consumer as possible. I returned to school to earn my MBA from The University of Chicago Booth School of Business, then moved into product marketing, brand marketing, and media production for consumer brands including Samsonite and SharkNinja. I met Rob, my co-founder, at SharkNinja, working on the same kitchen appliances development team. I found my true passion in Customer Experience analytics at Forrester Research, heading up a team of analysts and working as an advisor to Fortune 500 executives. I used data to show companies how well they are delivering for customers (or not), and what they could do to improve. Over time, I realized that even with good intentions and well-resourced teams, many companies struggle to create real change. Today, I use my love of working with and understanding customers to build joy-inducing experiences that make everyday life better.LinkedIn: linkedin.com/in/jane-lo-pingRob Whitten (he/him)Co-founder, p!ngBiographical Information: Rob Whitten is the co‑founder of p!ng, the wicked fast robotic coffee drive‑thru. Raised in Loudon, NH, he attended West Point and served as an Army infantry officer before settling in Billerica, MA in 2004.With a degree in Systems Engineering and a Master's in Program Management, Rob has spent his career solving complex problems across defense, consumer electronics, and e‑commerce. He has led high‑performing teams at BAE Systems, iRobot, SharkNinja, and Amazon Robotics, working on projects including autonomous manipulation, robotics sortation, and grocery automation.In 2023, frustrated by long drive‑thru experiences with his daughters, he co‑founded p!ng to reinvent the model through automation.Outside of work, Rob enjoys riding his Harley with Jane, competing in triathlons, skiing, hiking, traveling, cooking, and crafting epic Star Wars lawn decorations.LinkedIn: linkedin.com/in/rob-whitten-pingthruInvest in Career Success!Support Our SponsorsOur generous sponsors make our work possible, serving impact investors, social entrepreneurs, community builders and diverse founders. Today's advertisers include rHealth, Frontier Bio, and Rise Up at Work. Learn more about advertising with us here.Max-Impact Members(We're grateful for every one of these community champions who make this work possible.)Brian Christie, Brainsy | Cameron Neil, Lend For Good | Carol Fineagan, Independent Consultant | Hiten Sonpal, RISE Robotics | John Berlet, CORE Tax Deeds, LLC. | Justin Starbird, The Aebli Group | Lory Moore, Lory Moore Law | Marcia Brinton, High Desert Gear | Mark Grimes, Networked Enterprise Development | Matthew Mead, Hempitecture | Michael Pratt, Qnetic | Mike Green, Envirosult | Nick Degnan, Unlimit Ventures | Dr. Nicole Paulk, Siren Biotechnology | Paul Lovejoy, Stakeholder Enterprise | Pearl Wright, Global Changemaker | Scott Thorpe, Philanthropist | Sharon Samjitsingh, Health Care Originals | Add Your Name HereUpcoming SuperCrowd Event CalendarIf a location is not noted, the events below are virtual.Superpowers for Good Live Pitch – Private Investor Session: Immediately following the March 17, 2026, live broadcast at 8 PM ET / 5 PM PT, investors are invited to join an exclusive private Zoom session to engage directly with the presenting founders—BRG Therapeutics (Dale Walker), GigaWatt (Deep Patel), My Diabetes Health (Dr. Prem Sahasranam), and rHEALTH (Eugene Chan). In this dedicated off-air environment, participants can ask deeper questions about strategy, traction, deal terms, and impact while exploring their active Regulation Crowdfunding campaigns in real time. Watch the live pitches on Roku, Amazon Fire TV, LG Smart TVs via e360tv, LinkedIn, YouTube, or Facebook—then continue the conversation in the private investor session where capital and clarity come together. Register free to get access to both events.SuperCrowd Impact Member Networking Session: Impact (and, of course, Max-Impact) Members of the SuperCrowd are invited to a private networking session on March 17th at 1:30 PM ET/10:30 AM PT. Mark your calendar. We'll send private emails to Impact Members with registration details. Upgrade to Impact Membership today!SuperCrowdHour March: This month, Devin Thorpe will explore how investors can align profit with purpose in a powerful session titled “Why You Should Make Money with Impact Crowdfunding.” As CEO and Founder of The Super Crowd, Inc., Devin will share practical insights on generating financial returns while driving measurable social and environmental impact through regulated investment crowdfunding. Register free to get all the details. March 18th at Noon ET/9:00 PT.SuperCrowd26 featuring PurposeBuilt100™: This August 25–27, founders, investors, and ecosystem leaders will gather for a three-day, broadcast-quality global experience focused on disciplined capital formation, regulated investment crowdfunding, and purpose-driven growth. We're bringing together leading voices in impact investing, compliance, digital marketing, and circular economy innovation to deliver practical frameworks, real-world case studies, and actionable strategies. The event culminates in the PurposeBuilt100™ Showcase, recognizing 100 of the fastest-growing purpose-driven companies in the U.S. Register now to secure your seat and get all the details. August 25–27, streaming worldwide.Share the application for the PurposeBuilt100™: Purpose-driven founders deserve recognition. The PurposeBuilt100™ application window is now open—celebrating the fastest-growing companies building profit with purpose. If you know a founder creating real impact and real growth, please share this opportunity. Applications are free and confidential. Explore the program and apply today: PurposeBuilt100.com.Community Event CalendarSuccessful Funding with Karl Dakin, Tuesdays at 10:00 AM ET - Click on Events.Nominate your MedTech, BioTech or Life Sciences company for the prestigious TAG Awards. The deadline is quickly approaching! Apply before March 13! Use the discount code SUPERPOWER to save 20%!Save the Date! October 20th and 21st will be the Crowdfunding Professional Association Regulated Investment Crowdfunding Summit for 2026. This is the event of the year for everyone in the crowdfunding ecosystem.If you would like to submit an event for us to share with the 10,000+ changemakers, investors and entrepreneurs who are members of the SuperCrowd, click here.Manage the volume of emails you receive from us by clicking here.We use AI to help us write compelling recaps of each episode. Get full access to Superpowers for Good at www.superpowers4good.com/subscribe
Listen & subscribe on Apple, Spotify, YouTube.Welcome everyone to the weekly San Diego Tech News!I'm Neal Bloom from Rising Tide Partners.My co-host in this episode is Fred Grier, journalist and author of The Business of San Diego substack. He covers the ins-and-outs of the startup world including breaking news, IPOs, fundraising rounds, and M&A through his newsletter.Before we dive in, we wanted to thank and ask our listeners to help us grow the show, leave a review and share with one other person who should be more plugged in with the SD Tech Scene. Thank you for the support and for helping us build the San Diego Startup Community!3/12* Seasats visit debrief* BlueNalu tasting debrief* SD Angel Academy Debrief* $100 Genome by Element Bio* New fundings:* Candid Therapeutics reverse merger of $500M+* Spinogenix * Qureator* NuFund Ventures Closes Most Successful Year Since 2021* BAE Systems wins support contract for F-16* Carlsbad proposed for undersea hub for cables between US and AustraliaCurated Events List – For full list – check The Social CoyoteLongevity Innovation Forum 2026 March 11San Diego AgTech Gathering March 19March Mingle March 25SD AI x Bio March 26 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit risingtidepartners.substack.com/subscribe
On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss an up week on Wall Street on the Supreme Court's decision that some of President Trump's tariffs under the International Emergency Economic Powers Act were illegal; what's next for nearly $200 billion in tariff revenue collected over the past year as the president imposes new tariffs under other legislation; US threat of retaliation if Europe shifts away from buying American systems in favor of domestic weaponry; India's Rafale order including 31 naval variants of the Dassault fighter; Canada's new National Defense Strategy; Northrop Grumman partnership with Embraer to help market the KC-390 tanker-transport in the United States; impact on Leonardo's C-27 production line after Saudi Arabia's ordered for four of the transports in a maritime patrol configuration for delivery in 2029; Airbus earnings including frustrations with Pratt & Whitney; and BAE Systems' investors call.
Is AI killing creativity ... or just making it easier to be average?94% of creatives now use AI. But only 11% believe it actually makes them more creative. So what's really happening?In this episode of TechFirst, John Koetsier sits down with Saeema Ahmed-Kristensen, former head of design engineering research at Imperial College London's Dyson School and now leader of a £24M research portfolio at the University of Exeter. She's worked with companies like Rolls-Royce and BAE Systems, and she brings data to the debate.Her team analyzed 600 humans vs. 12,000 AI-generated ideas. The result? AI is excellent at fluency (lots of ideas) … but really bad a diversity. Humans still dominate in flexibility and true novelty.We explore:• Why generative AI clusters around sameness• Whether AI is creating a “sea of mediocrity”• Why 2026 may be a pivotal year for domain-specific AI• How experts should use AI differently than novices• The danger of AI that never says “no”• Where AI offers massive opportunity (especially healthcare & design)Saeema argues that creativity doesn't need substitution, it needs nourishment. The key? Standards, boundaries, and humans firmly in the loop.If you care about innovation, design, branding, product development, or the future of creative work, this conversation is essential.⸻
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Nando Sommerfeldt über einen möglichen Machtwechsel bei der EZB, starke Zahlen eines britischen Rüstungsriesen und ein letztes Ausrufezeichen von Warren Buffett. Außerdem geht es um Rheinmetall, Renk, Hensoldt, BAE Systems, Infineon, Analog Devices, Bayer, Berkshire Hathaway, New York Times, Carvana, Doordash, Ebay, Garmin, RTL Group, Evonik, Volkswagen, Porsche, Vonovia, BMW, Mercedes, Allianz, Deutsche Telekom, Siemens und Tesla. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
En Capital Intereconomía seguimos en directo la apertura del Ibex 35 y del resto de bolsas europeas en una jornada marcada por el protagonismo del sector bancario y el análisis de los principales resultados empresariales. En el análisis de mercados, David Cortina, responsable de Renta Variable de Santander Private Banking, destacó la moderación de la inflación en Reino Unido, que allana el camino para posibles recortes de tipos por parte del Banco de Inglaterra. También analizó el buen comportamiento de BAE Systems, con un crecimiento del beneficio operativo del 12% impulsado por el aumento de la demanda en defensa, y los resultados de Glencore, lastrados por la caída del carbón pese al repunte del cobre. Durante la sesión, las subidas del sector bancario se impusieron en el Ibex 35, mientras que compañías como Puig registraron fuertes avances tras presentar resultados. Además, se comentó el refuerzo de la alianza entre Meta y Nvidia en el ámbito de la inteligencia artificial. El programa se completó con el consultorio de bolsa de Miguel Méndez, que respondió a las dudas de los oyentes sobre valores destacados, tendencias del mercado y estrategias de inversión en el actual entorno de volatilidad.
Today we're flying in to Dubai and catching up with our guest, Mr. Tim Beattie. Tim is the co-founder of Stellafai, an outcome coaching platform and operating system to connect product sales and customer success teams. Tim advocates for changing traditional consulting models, which he believes are broken. Instead, he envisions a shift towards enabling services where asynchronous coaching empowers teams to become self-sufficient and continually improve. He has over 20 years of experience driving transformation at global organizations, having consulted at PwC, IBM, Deloitte, and BAE Systems before serving as the global head of product at Red Hat Open Innovation Labs. Under his leadership, Stellafai has disrupted the consulting model and enabled boutique consultancies to scale and help technical teams in the cloud infrastructure space articulate and accelerate their impact through measurable outcomes. Visit the C4C website to gain full access to the transcript, show notes, and guest links. Coaching 4 Companies
This episode is shared from Critical Care, a podcast produced by Shephard Studio in partnership with Collins Aerospace.As Europe ramps up defence investment in the wake of the Ukraine crisis, the spotlight is turning to how nations sustain their growing fleets. In this episode of Critical Care, produced by Shephard Studio in partnership with Collins Aerospace, we travel to Heidelberg, Germany — home to a regional sustainment hub that's proving crucial for fast, local support across Europe and beyond.We hear from Holger Eckstein, Michael Mayer and Michael Nelson – leaders within Collins' sustainment operations – as they explain how the Heidelberg service centre is handling everything from Eurofighter and Tornado repairs to complex electronics for helicopters and land platforms. They reveal how deep regional expertise, long-term partnerships with primes like Airbus and BAE Systems, and close ties to international customers are transforming the speed and scale of military readiness.From reducing reliance on transatlantic repair cycles to enabling more responsive support for customers like the Royal Saudi Air Force, this episode explores how Heidelberg's model of forward sustainment is setting a new benchmark. We also look at how Europe's fragmented defence landscape is starting to shift towards more unified, collaborative approaches — not just for procurement, but for long-term support.What emerges is a clear message: rapid, reliable sustainment isn't a nice-to-have. It's essential for operational credibility in a fast-changing world.Coming up next: we head to the Netherlands to see what happens when Collins' engineers go embedded with the Royal Netherlands Air Force, working side by side on the hangar floor.
From the US Army to BAE Systems: How Michigan's Sterling Heights hub powers the future of military ground vehicles as a prime original equipment integrator Hear from Michael Zahuranic, Director of Business Development at BAE Systems, as he talks about how their Sterling Heights campus serves as a key hub for engineering, program management, and prototyping of military ground vehicles. BAE Systems is a global defense and aerospace leader delivering advanced military vehicles, systems, and technologies to the U.S. Department of Defense and international partners. Michael also discusses his more than 21 years of US Army experience and why his family chose Michigan to call home.
On this week's episode of the AJ Bell Money and Markets podcast Dan Coatsworth and Danni Hewson discuss what's powering markets, including the FTSE 100, to record highs [3:00]. They consider what US action in Venezuela might mean for markets, and particularly US oil companies like Chevron and the global oil price [7:15]. They discuss at which sectors that did particularly well in 2025 like gold, silver [15:00] , defence stocks like Rheinmetall and BAE Systems [17:00] and Nvidia's AI domination as it unveils self-driving tech. [19:30] Whilst London's blue chip broke records the IPO pipeline in the UK was patchy, Dan considers what did well [23:30] and Danni explains why it could be the year of the “Mega IPO” with three massive US tech companies reportedly gearing up for a stock market listing, but can Open AI, Anthropic and Space X all successfully get IPOs over the line in 2026? [27:45] Next has set the bar high for UK retailers but as Claire's Accessories collapses into administration there are fears about the health of the high street. [32:00] Plus, credit card spending surges, Alyx Wood from Kernow Asset Management digs into the spending power of over 50s [41:30] and thousands of people file their tax return whilst digesting the Christmas turkey. [51:20]
In this last episode of the special AI mini-series, we now explore the human side of transformation, where technology meets purpose and people remain at the center. From future jobs and critical thinking to working with C-level leaders, how human intervention and high-quality data drive success in an AI-powered world.This week Dave, Esmee , Rob sit down with Johanna Hutchinson, CDO at BAE systems about why data matters, the rise of Sovereign AI, and the skills shaping the intelligence age. TLDR00:55 Introduction of Johanna Hutchinson02:09 Explaining the State of AI mini-series with Craig06:01 Conversation with Johanna34:20 Weaving today's data tapestries with AI40:20 Going to a rave GuestJohanna Hutchinson: https://www.linkedin.com/in/johanna-hutchinson-95b95568/ HostsDave Chapman: https://www.linkedin.com/in/chapmandr/Esmee van de Giessen: https://www.linkedin.com/in/esmeevandegiessen/Rob Kernahan: https://www.linkedin.com/in/rob-kernahan/with co-host Craig Suckling: https://www.linkedin.com/in/craigsuckling/ProductionMarcel van der Burg: https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman: https://www.linkedin.com/in/chapmandr/ SoundBen Corbett: https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett: https://www.linkedin.com/in/louis-corbett-087250264/ 'Cloud Realities' is an original podcast from Capgemini
Stuart Atha is a Director with BAE Systems, responsible for the development and delivery of the Air Training Strategy, a remit that includes enterprise-wide multi-domain training. He is a member of the Air Board, Chair of PPM, a high-tech entity, and Head of the UK delegation to the NATO Industrial Advisory Group. Prior to joining BAE Systems in 2020, Stuart served in the RAF for 35 years. His career centred on operations both in the cockpit and command, notably in the Balkans, Libya, the Gulf and Afghanistan. He commanded at squadron, station and group level before serving as the Chief of Staff at the UK Permanent Joint Headquarters, Stuart completed his Service as Deputy Commander of the RAF, a tour dominated by the counter-ISIS campaign in Iraq/Syria and NATO's response to a resurgent Russia. Stuart is an Honorary Professor at the University of Nottingham, lecturing on contemporary air power, and patron of the Jon Egging Trust, a charity that seeks to inspire and develop young people. He is also the RAF Commissioner in the Commonwealth War Graves Commission. Married with 5 adult children, Stuart lives with his wife and a variable number of children in Teddington London. Hosted on Acast. See acast.com/privacy for more information.
What happens when innovation is shaping your life in ways you never see? That is the question at the heart of this conversation with Portia Lane Child, Director of Innovation and Strategy Services at BAE Systems. While most of us recognise the consumer brands that dominate our daily world, far fewer realise how deeply companies like BAE Systems influence the systems that keep us connected, protected, and moving. Portia's work lives in that fascinating space, where advanced engineering meets national mission, and where the innovations you never hear about are often the ones shaping your future. During our discussion, Portia shares how she helps steer innovation inside one of the world's most complex aerospace and defence organisations. She talks about the human side of innovating within a massive enterprise, the challenge of moving ideas across technical and organisational silos, and the lessons she learned growing up as a lobster fisherman's daughter that still guide how she builds teams and champions new ideas. Her story about creating an internal accelerator that changed how the business nurtures ideas is a powerful reminder that innovation only takes root when people feel supported to experiment, communicate, and stretch beyond familiar boundaries. We also explore the shifting incentives shaping today's innovators, from the pressure of short-term financial cycles to the growing importance of longer horizons in the age of AI. Portia opens up about what it really takes to move from idea to impact inside a mission-driven organisation, why customer conversations matter more than ever, and how modern innovators can develop the resilience and curiosity needed to operate in fast-moving technical environments. My guest also shares inspiring reflections on the inventions that shaped her, the role models who sparked her imagination, and the breakthroughs she believes the world needs most.
What happens when innovation is shaping your life in ways you never see? That is the question at the heart of this conversation with Portia Lane Child, Director of Innovation and Strategy Services at BAE Systems. While most of us recognise the consumer brands that dominate our daily world, far fewer realise how deeply companies like BAE Systems influence the systems that keep us connected, protected, and moving. Portia's work lives in that fascinating space, where advanced engineering meets national mission, and where the innovations you never hear about are often the ones shaping your future. During our discussion, Portia shares how she helps steer innovation inside one of the world's most complex aerospace and defence organisations. She talks about the human side of innovating within a massive enterprise, the challenge of moving ideas across technical and organisational silos, and the lessons she learned growing up as a lobster fisherman's daughter that still guide how she builds teams and champions new ideas. Her story about creating an internal accelerator that changed how the business nurtures ideas is a powerful reminder that innovation only takes root when people feel supported to experiment, communicate, and stretch beyond familiar boundaries. We also explore the shifting incentives shaping today's innovators, from the pressure of short-term financial cycles to the growing importance of longer horizons in the age of AI. Portia opens up about what it really takes to move from idea to impact inside a mission-driven organisation, why customer conversations matter more than ever, and how modern innovators can develop the resilience and curiosity needed to operate in fast-moving technical environments. My guest also shares inspiring reflections on the inventions that shaped her, the role models who sparked her imagination, and the breakthroughs she believes the world needs most.
Lampenmaker Signify is al jaren op zoek naar een nieuwe inkomstenbron. De Chinese markt schiet namelijk maar niet op. Door een vastgoedcrisis daar zit niemand aan hun slimme lampen te denken. Een perfecte match met de defensie-industrie, die hard op zoek is naar bedrijven die kunnen helpen bij het opschalen. En Signify is niet de enige, want ook maakbedrijven Kendrion en Aalberts maken de draai naar defensie. Wat doet dat met de waardering van de aandelen? Dat hoor je in deze aflevering. Verder hebben we het over Prosus. De tech-investeerder deed vorige week al een poging om de beleggers enthousiast te krijgen voor hun kwartaalcijfers. Nu is er dan de volledige set met resultaten, en Prosus heeft niet gelogen. De winststijging is ongekend voor het bedrijf, maar toch stelt het teleur. En we hebben het over het einde van een vrij kort tijdperk. Het Department of Government Efficiency (DOGE) is namelijk niet meer. Elon Musk had het schip al verlaten, en het bleek al dat de beoogde doelen bij lange na niet gehaald werden. Maar nu horen we dat de afdeling in stilte is opgeheven.See omnystudio.com/listener for privacy information.
On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street's mixed week on concerns the Federal Reserve might not cut interest rates as expected in December; the end of the US government shutdown ends with a continuing resolution through January that included included funding to develop Boeing's E-7 for the Air Force over the Pentagon's objections; President Trump's decision to back away from the food tariffs he imposed that have sent prices for soaring as his administration finalized trade deals including with Switzerland; the US drive for NATO adoption of the E-7 as an E-3 AWACS replacement collapses as Britain decides against renewing its lease for three RC-135 Rivet Joint aircraft as London eyes Hensoldt's Pegasus; Columbia's decision to buy Gripen jets from Saab for $3.6 billion; Army Secretary Dan Driscoll's statement that defense contractors saying they “conned the American people and the Pentagon” and says that he wants to buy 90 percent from commercial vendors and 10 percent “in the worst of cases” from specialist firms; the increasingly acrimonious squabble between Dassault and Airbus over leadership of the Franco-German next-generation SCAF family of air systems; the decision by Boeing machinists in St Louis to end the company's second longest strike; the concern by US intelligence officials that F-35 Lighting II fighter technology might leak to China if Washington sells the Lockheed Martin jets to Saudi Arabia; themes for this year's Dubai Air Show; BAE Systems and Rolls-Royce's market statements and Hensoldt's capital markets day.
Will the future of combat look like your smartphone? As the nature of warfare changes, new technology is driving smarter, faster decisions on the battlefield. BAE Systems is accelerating next-gen combat capability through Digital Engineering (DE), a data-driven approach that connects decades of real-world experience with advanced modeling, simulation, and virtual testing environments to design, build, and sustain defense platforms that stay ahead of evolving threats across land, sea, cyber and space. To learn more, we sat down with Dr. Adarsh Ayyar, Director of Technology, Combat Mission Systems, to explore how BAE Systems is harnessing AI and autonomous technologies to transform combat and keep soldiers out of harm's way. We'd love to hear from you. Share your comments, questions and ideas for future topics and guests to podcast@sae.org. Don't forget to take a moment to follow SAE Tomorrow Today — a podcast where we discuss emerging technology and trends in mobility with the leaders, innovators and strategists making it all happen—and give us a review on your preferred podcasting platform.
Digital intelligence is reshaping how organizations work, and success depends on integrating multiple domains, using real-time analytics, and ensuring strong cyber protections as data grows and risks increase This week, Dave, Esmee, and Rob talk with Chris Carter, Director - Key Accounts and Australia at BAE Systems Digital Intelligence, to explore the fast-moving world of digital intelligence, data, and analytics and dive into the complexities of the work, how rapidly the landscape is evolving, and the major challenges organizations face today. TLDR:00:41 Introduction of Chris Carter03:00 Rob is confused by the idea of renting out brain capacity for compute power07:13 Chris discusses the fusion of data, AI, and human judgment in complex environments34:30 Are we giving enough attention to human cognitive capacity?42:34 Rugby tickets with the family GuestChris Carter: https://www.linkedin.com/in/chriscarter3/ HostsDave Chapman: https://www.linkedin.com/in/chapmandr/Rob Kernahan: https://www.linkedin.com/in/rob-kernahan/Esmee van de Giessen: https://www.linkedin.com/in/esmeevandegiessen/ ProductionMarcel van der Burg: https://www.linkedin.com/in/marcel-vd-burg/Dave Chapman: https://www.linkedin.com/in/chapmandr/ SoundBen Corbett: https://www.linkedin.com/in/ben-corbett-3b6a11135/Louis Corbett: https://www.linkedin.com/in/louis-corbett-087250264/ 'Cloud Realities' is an original podcast from Capgemini
SSE, Rolls Royce, BAE Systems, Avon Technologies, Volex, Luceco Group, AB Dynamics, Dialight, Oxford Instruments
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Lea Oetjen über glanzlose Zeiten für Edelmetalle, ein Mega-Plus bei General Motors und das Drama um Novo Nordisk. Außerdem geht es um: Apple, Newmont Mining, Warner Bros Discovery, 3M, GE Aerospace, RTX, Lockheed Martin, MTU, Airbus, Adidas, Coca-Cola, Alphabet, Palantir, Nvidia, Eli Lilly, BP, Johnson Matthey, WPP, Rolls-Royce, BAE Systems, Unilever, British American Tobacco, HSBC, Lloyds, iShares Core FTSE 100 UCITS ETF GBP (WKN: 552752), Amundi Core FTSE 100 Swap UCITS ETF (WKN: LYX0XR). Unter diesem Link könnt ihr euch kostenlos für die Masterclass anmelden: https://form.jotform.com/Product_Unit/masterclass-risiko Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Onze gast heeft zijn mening wel klaar over dat vermeende AI-bubbeltje waar men wijdverspreid over spreekt. 4 miljard euro aan omzet, 8 miljard dollar verlies dit eerste half jaar. Maar ondertussen alvast een biljoen dollar aan deals de hoogoven in smijten. Dát maakt OpenAI een luchtkasteel, zegt hij. Maar ja: het is nou ook weer niet zo dat er niks is gepresenteerd op die developer day die het bedrijf van Sam Altman hield. Spotify aansturen met je stemgedreven chatbot, -eindelijk- die afspraken je agenda in spreken, een stuurprogramma voor camera's maken met puur je stem, ja, zelfs 'apps voor volwassenen' (kuch) zouden binnenkort mogelijk zijn als OpenAI even zijn leeftijdsverificatie op orde krijgt. Okay, alle apps en alles op het internet moet dus langs ChatGPT, vindt Sam. En iedereen moet ze programmeren met zijn AI-programma Codex. Maar waar zitten de verdienmodellen voor al deze foefjes? En wie wíl dat eigenlijk? Verder bespreken we opkomende markten. Want met een dalende dollar en overheidsschulden die van Washington tot Parijs tot Tokyo de lucht in schieten, kijken beleggers niet alleen naar goud (nieuw recordje vandaag) maar ook naar opkomende markten. De MSCI index, met al dat moois buiten je ontwikkelde economieën, steeg met 28 procent dit jaar. Arend Jan heeft dubbel pijn: hij gaf wel het advies erin te beleggen, maar liet het zelf na. Tot slot een excuus. We hebben het weer over Tesla gehad. Daar was dan ook wel reden voor, na al dat sluikse gedoe op X gisteren en de zogeheten grote aankondiging van vandaag. Want tja: een goedkope model Y, stut dat niet enkel de verkoop die wegvalt nu de belastingvoordeeltjes in de VS wegvallen? En hoe kán het eigenlijk dat een dalende verkoop wordt beloond met nieuwe all-time highs? AJ surfte lekker mee. Toch een beetje spanning.See omnystudio.com/listener for privacy information.
On today's Daily Windup, I'm revealing what it truly takes for small businesses to break into the supply chain of a major defense contractor like BAE Systems. With 17 years of insider experience, my guest explains why market research, industry days, and knowing the forecast are non-negotiable when 99% of contracts tie back to the DoD. We cut through the myths around teaming agreements and subcontracting plans, exposing why most fail—and how legacy small businesses thrive by coming prepared with research, mission alignment, and credibility. This episode is a playbook for showing up the right way, avoiding common pitfalls, and positioning your business to win in the defense sector. Key topics covered: Why research, industry days, and forecasts are essential to succeeding with primes like BAE Systems. The biggest pitfalls that keep small businesses out—weak introductions, lack of mission alignment, and poor preparation. How to leverage FPDS data, prove past performance, and align proposals with agency missions to break in. Learn more: https://govcongiants.org/
Despite Jaguar Land Rover announcing some of its systems are back online, not a single car has rolled off the production line since the end of August. And there's still no date set for the factories to reopen. All because of a cyber attack, costing hundreds of millions of pounds and threatening thousands of jobs.JLR is just the latest British company harassed by hackers – with Marks & Spencer, Harrods and Co-op all suffering major (and expensive) outages in recent months. Airports and national institutions have also been attacked.It all raises serious questions about the UK's vulnerability to cyber terrorists. Who has been targeting these companies and why? What can companies do to defend themselves? Are we heading for a cyber attack pandemic? And what can your business do to prepare for the inevitable?Niall is joined by James Hatch, chief digital officer at BAE Systems, and Sky's business correspondent Paul Kelso.Producer: Soila Apparicio Editor: Mike Bovill
On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street gains ground on expectations the Federal Reserve will cut borrowing rates next week on a shaky jobs market; Denmark picked Europe's SAMP-T air and missile defense system over the US Patriot system as part of a wider air and missile defense upgrade worth $9 billion; Boeing's unionized machinists in St Louis rejection of the company's latest offer to end a month long strike; low-cost carrier Avelo Airlines order for 50 Embraer E195-E2 jetliners in a $4.4 billion deal . . . the arrival of two Northrop Grumman B-21 bombers at Edwards Air Force Base for flight testing; and takeaways from the world's biggest defense show, the DSEI exhibition in London; including how US companies are increasing cooperation with global partners like cooperative venture between Lockheed Martin's Skunk Works and BAE Systems' Falcon Works to develop innovative new unmanned systems, and Global Combat Air Program led by Britain with Italy and Japan suggests there would be room for Germany and Spain on the program to develop a new sixth generation air system should the countries — already frustrated with France's hold on the SCAF program — what to jump ship and be part of a more collaborative effort.
On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a Wall Street rally despite weaker than expected jobs numbers and hiccups with their disclosure; Chinese leader Xi Jinping's hosts Vladimir Putin and Narenda Modi in Beijing as three decades of US effort to woo India and drive wedges between Beijing and Moscow collapse; Russia's targeting of EU President Ursula von der Lyen's plane with GPS jamming signals as French President Emmanuel Macron brought together Ukraine's allies to craft a plan to support the country; reports of a TNT shortage because of Russia's war on Ukraine and the global rearmament drive it's sparked; whether the Fitch ratings agency's decision to downgrade Poland over fiscal concerns could undermine the country's role and ambition as a European defense leader; Norway's decision to pick Britain's Type 26 frigate by BAE Systems over Fincantieri's Constellation-class, Naval Group's Admiral Ronar'c, and Thyssen Krupp's Type 127 ships, joining Australia and Canada as export customers for the new antisubmarine warship; Babcock Marine's investor day; the US Navy taps Anduril, Boeing, General Atomics, and Northrop Grumman move head in the service's program for an autonomous strike aircraft as Lockheed Martin is tapped to develop the command system for the new planes; Government Accountability Office's latest report criticizing late deliveries of the F-35 Lightning II stealth fighter; Peru's interest in Saab's Gripen fighter and Global Eye radar plane; GE Aerospace's $300 million investment in electric aircraft-maker Beta Technologies; and what to expect at the 2025 edition of DSEI tradeshow next week in London.
On today's Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss Commerce Secretary Howard Lutnick's proposal that the government take stakes in defense contractors as it did in chip-maker Intel and why state ownership of US defense contractors would be problematic; the outlook for US-India strategic and industrial cooperation as Prime Minister Narendra Modi literally holds hands with China's Xi Jinping and Russia's Vladimir Putin in the wake of US tariffs imposed on New Delhi; prospect of US military action against drug cartels in Caribbean and Latin America as American warships increase their regional presence; Norway's decision to adopt Britain's Type 26 by BAE Systems as its next surface combatant; the US budget outlook as investors return from summer holidays as Washington prepares to run out of money at the end of the month; takeaways from the National Defense Industrial Association's annual Emerging Technologies Institute conference in Washington last week; and a look at the week ahead.
Episode Summary:Christina Camilleri leads trust and safety product strategy at Netflix Games — but her journey started as a shy kid finding refuge in online worlds. In this deeply human conversation, Christina shares how her love for hacking, community, and chaos turned into a mission to build safer systems in gaming. We talk about safety by design, the monetization myth, building meaningful controls, and why your systems are only as strong as the people behind them.If you care about retention, LiveOps, or what makes a game feel safe (but still intense), this episode is for you.Timestamps:00:03:00 — Christina's hacker origin story and gaming as escape00:12:00 — Why safety in games is getting harder (and why it matters more)00:19:00 — League of Legends, low-trust users, and the culture of competitive games00:33:00 — Safety is a retention strategy: what the data actually says00:45:00 — Feedback loops, reputation systems, and when reports fail playersGuest Bio:Christina Camilleri leads trust and safety product strategy at Netflix Games. She's a former ethical hacker and security engineer, with experience spanning BAE Systems, Riot Games, and now Netflix. Christina is passionate about building safe, inclusive player experiences — and believes good design can create both tension and trust.
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