Podcasts about Button

It’s the end of the world and we know it… CPI numbers – HOT – Markets think hit a top – or just options Friday? Sell Rosh Hashana and Buy Yom Kippur? Plenty of AI PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - Follow Up - I am the House! - 10YR shot above 5% on Monday - Follow Up 2 - Straight of Hormuz - NO Boats passing (can we please stick to the facts?) - CPI numbers - HOT - Markets think hit a top - Let's talk end of the works - Cyberdyne IRL Markets - 100% Probability of a rate hike this week - Sell Rosh Hashana, Buy Yom Kippur - HACK ETF - Cybersecurity name up 49% YTD DHU MAILING LIST! - Go to DHUnplugged.com FED HIKE IS BACK - Fed meets Tuesday-Wednesday, with a 25 bp hike to 3.75%-4.00% now the dominant expectation. - 85% of economists surveyed expect a hike; futures moved to roughly 90% odds after the latest inflation data. - August CPI rose 0.4% month-over-month and 3.4% year-over-year; core rose 0.3% for the month and 2.4% annually. - Markets are increasingly pricing additional tightening beyond September rather than this being a one-and-done move. AND -> THE 5% TREASURY IS BACK - The 10-year Treasury yield briefly crossed 5% Monday for the first time since 2023. - Higher oil prices, hotter inflation, heavy bond supply and expectations for more Fed tightening are all pushing yields higher. - The move raises the hurdle rate for stocks while feeding directly into mortgages, corporate borrowing and other credit. - Bonds are becoming meaningful competition for equities again at a time when stock valuations remain elevated. SLOW DOWN THE AI - Anthropic CEO Dario Amodei called for deliberately slowing frontier-model advancement to create more time for safety controls. - Sam Altman and Elon Musk publicly backed the push for more caution; Microsoft separately released a draft AI code requiring models to remain under human control. - Microsoft says its models must accept shutdowns and corrections and should not be designed around claims of consciousness or legal rights. - The semiconductor index dropped more than 5% Monday; Nvidia, Broadcom, Micron and AMD were among the major casualties. DEEPSEEK CHANGES THE MEMORY MATH - DeepSeek's latest architecture sharply lowers the amount of memory required to run inference, including a major reduction in KV-cache requirements. - This is not simply HBM being replaced by SSD: the architecture reduces both high-speed memory and persistent-storage requirements per inference. - That complicates the straight-line thesis that every incremental AI token requires proportionally more HBM and storage. - Micron, Samsung and SK Hynix still benefit from enormous AI memory demand, but will efficiency gains become an important counterweight to unlimited-demand forecasts? V4V - What is it and how can you participate? TOKENS - A Quick Tutorial ORACLE SAYS THE AI SPENDING IS REAL - Oracle booked more than $30 billion of new AI cloud contracts during the quarter, taking total backlog to $664 billion. - Revenue rose 30% to $19.3 billion and adjusted EPS came in at $1.92 versus $1.74 expected. - Oracle spent $28.5 billion on capex, but about $11.36 billion was offset by customer prepayments. - Most new AI orders use prepayments, customer-owned hardware or similar arrangements, reducing the amount Oracle itself must finance. AI STOCKS MEET THEIR FIRST REAL NARRATIVE PROBLEM - The Philadelphia semiconductor index dropped roughly 5.4% Monday even though it remains up about 58% for the year. - Nvidia fell roughly 2.6%; Broadcom, Micron and AMD were each down around 4% during the session. - The new concern is not whether AI works, but whether safety restrictions could slow the pace of model releases and infrastructure spending. - Software names including Adobe, ServiceNow and Workday initially benefited as investors reconsidered how quickly AI might disrupt incumbent software. CHATGPT INVENTS THE WITNESSES - A New Mexico defense lawyer was fined $5,000 and held in contempt after submitting fabricated police testimony and nonexistent witnesses generated by ChatGPT. - The attorney had used ChatGPT to summarize trial proceedings and failed to verify the output before filing it with the court. - The appeal was reassigned to a public defender and the attorney was referred for further disciplinary review. - This goes beyond fake case citations: the system generated supposed factual evidence and attributed it to witnesses who did not exist. HUMANOID ROBOTS: FROM IPO MANIA TO THE BATTLEFIELD - China is researching humanoid robots for reconnaissance, logistics, hazardous missions and potentially urban combat. - Separately, Chinese regulators are tightening scrutiny of humanoid-robot IPOs after extreme volatility surrounding Unitree Robotics. - Unitree shares reportedly fell roughly 45% after initially increasing fivefold following its listing. - Hyundai-owned Boston Dynamics also said a 2027 IPO is unlikely; Hyundai wants production capacity of roughly 30,000 robots annually by 2028. CHINA GETS ACCUSED OF INDUSTRIAL-SCALE AI COPYING - U.S. officials accused six Chinese AI companies, including DeepSeek, Moonshot and Alibaba, of using U.S. models for large-scale distillation. - Distillation trains smaller models using outputs from more powerful models, dramatically reducing development cost and time. - U.S. officials said the activity targeted technology from Anthropic, OpenAI, Google and SpaceX. - China rejected the allegations and argued that distillation is a normal industry technique also used by American companies. OIL BACK ABOVE $100 - Brent traded around $107 Monday and WTI around $103 after fresh attacks on Saudi infrastructure and Middle East shipping. - Saudi Arabia's East-West pipeline was temporarily disabled, threatening a route capable of carrying roughly 4% of global crude supply. - Gulf states postponed planned talks with Iran over the Strait of Hormuz as regional tensions widened. - Physical crude prices are becoming highly location-dependent: barrels with secure export routes command major premiums while trapped grades trade at steep discounts. COPPER GOES VERTICAL - Copper has recently traded near record territory around $14,500-$14,700 per metric ton. - Tight mine supply is colliding with demand from electric grids, data centers, renewable power and other electrification projects. - Tariff uncertainty has also distorted flows as traders move available metal toward markets offering the highest prices. - Copper's surge makes proposed mining combinations such as Anglo American-Teck increasingly valuable; that roughly $54 billion deal is still awaiting Chinese regulatory approval. THE BIG MYSTERY BANK SANCTION - Treasury Secretary Scott Bessent said the U.S. would sanction a large bank as part of increased financial pressure on Iran. - He initially declined to identify the bank or its country. - The campaign has already targeted oil, shipping, finance, aviation, weapons procurement and digital-asset channels connected to Iran. - The market question is whether secondary sanctions begin touching larger banks or companies outside Iran that facilitate trade. APPLE'S $1,999 FOLDING BET - Apple launched the iPhone Duo, its first folding iPhone, priced at $1,999. - It opens to a 7.6-inch display and represents one of Apple's biggest changes to the iPhone form factor in years. - The launch puts Apple directly into a market dominated by Samsung and Huawei and could help push foldables beyond their current niche. - It is also arriving during a severe memory-and-storage chip shortage that has already forced higher pricing elsewhere in Apple's product lineup. PRIVATE CREDIT REDEMPTION PRESSURE EASES - Investors in BlackRock's $23.1 billion HPS Corporate Lending Fund requested withdrawals equal to about 11.5% of shares, down from 13.3% the prior quarter - BUT, is this just a rounding error? - The fund will repurchase only 5%, the normal quarterly limit, leaving some redemption requests unfilled. - Other BlackRock private-credit vehicles also showed lower withdrawal requests during the quarter. - Private-credit investors have been worried about lending standards and heavy exposure to software companies potentially disrupted by AI. DID WE DISCUSS >>> THE $50 BILLION DATA-CENTER IPO - SB Energy is reportedly seeking a valuation above $50 billion despite having no operational data centers. - It reported about $139 million of first-half revenue against a $3.21 billion net loss. - The company claims roughly $439 billion of project backlog. - OpenAI is an investor, warrant holder and major future customer; Nvidia is also providing capital while supplying the chips. - Soooooo...... No operating data centers, billions in losses and a possible $50 billion valuation. At least they remembered to build the valuation first.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Back like I never left.Follow me everywhere @TheJohnEffectEmail the show thejohneffectpodcast@gmail.comPress Play, Share & Enjoy.

Back like I never left.Follow me everywhere @TheJohnEffectEmail the show thejohneffectpodcast@gmail.comPress Play, Share & Enjoy.

Recorded September 11, 2026 Touch panels are supposed to make AV systems easier to use, so why do so many of them look like somebody dumped every possible control onto a screen and called it finished? In this episode, we dig into classroom and conference room GUI design: what really needs to be on the main page, what should be hidden, what should disappear entirely, and why "just because you can control it" doesn't mean the user needs a button for it. We get into source selection, camera presets, tracking, volume controls, help buttons, advanced pages, live previews, multiple displays, and the dangers of letting AV programmers design interfaces without anyone stopping them. Along the way, we confess our own interface crimes, argue over how many buttons are too many, uncover some truly questionable legacy designs, and arrive at one simple challenge: go look at your touch panels and delete something. By the way, the show art for this episode is a real touch panel UI that Chris stumbled across at one of his many previous universities.   Alternate show titles: They're terrible templates What happens in big spaces… In a normal situation, everything is flat There's no hole, I'm doing it right It's just one quick button It usually never gets touched You're not doing that right It's already showing the left I want to ask something Oh, yeah, that'd be smart Reading words You just said there's nothing there! I've been listening to your antics But in the backroom, it's the matrix thing Whiteboard's the wrong answer!   We stream live every Friday at about 315p Eastern/1215p Pacific and you can listen to everything we record over at AVSuperFriends.com    ▀▄▀▄▀ CONTACT LINKS ▀▄▀▄▀ ► Website: https://www.avsuperfriends.com ► Twitter: https://twitter.com/avsuperfriends ► LinkedIn: https://www.linkedin.com/company/avsuperfriends ► YouTube: https://www.youtube.com/@avsuperfriends ► Bluesky: https://bsky.app/profile/avsuperfriends.bsky.social ► Email: mailbag@avsuperfriends.com ► RSS: https://avsuperfriends.libsyn.com/rss   Donate to AVSF: https://www.avsuperfriends.com/support

“Mama, There Goes That Man!” Ben is back with a lukewarm edition of The Fifth Hour, joined by his Pacific Northwest pal and longtime senior member of the Maller Militia, Robbie the Mariners Fan! Grab the scuba gear because the boys are going way too deep into the Mailbag. On the menu: NFL inflation soaring 72% in a decade, artificial intelligence eventually killing us all, the ancient history of the radio dump button, and some guy Ben and Robbie have never heard of ranking Ben’s show on the radio. Very prestigious. Apparently. Plus: the lost art of actually showing up for work, avoiding load management, getting sick in a foreign country, who helped Ben develop his gasbag radio style, and the proper technique for handling meathead fanboys and brown-nosing callers. It’s radio anthropology mixed with nonsense, unsolicited wisdom and several topics nobody requested. Normal retail price: $799.99. Maller Militia price: FREE. All questions sent in by new listeners & P1's of the #MallerMilitia! Download, subscribe, and remember that sharing is caring (unless it's an STD.) Follow Ben on Twitter @BenMaller and listen to the original terrestrial radio edition of "Ben Maller Show," Monday-Friday on Fox Sports Radio, 2a-6a ET, 11p-3a PT!...Follow, rate & review "The Fifth Hour!" #BenMaller #FSRWeekendsSee omnystudio.com/listener for privacy information.

“Mama, There Goes That Man!” Ben is back with a lukewarm edition of The Fifth Hour, joined by his Pacific Northwest pal and longtime senior member of the Maller Militia, Robbie the Mariners Fan! Grab the scuba gear because the boys are going way too deep into the Mailbag. On the menu: NFL inflation soaring 72% in a decade, artificial intelligence eventually killing us all, the ancient history of the radio dump button, and some guy Ben and Robbie have never heard of ranking Ben’s show on the radio. Very prestigious. Apparently. Plus: the lost art of actually showing up for work, avoiding load management, getting sick in a foreign country, who helped Ben develop his gasbag radio style, and the proper technique for handling meathead fanboys and brown-nosing callers. It’s radio anthropology mixed with nonsense, unsolicited wisdom and several topics nobody requested. Normal retail price: $799.99. Maller Militia price: FREE. All questions sent in by new listeners & P1's of the #MallerMilitia! Download, subscribe, and remember that sharing is caring (unless it's an STD.) Follow Ben on Twitter @BenMaller and listen to the original terrestrial radio edition of "Ben Maller Show," Monday-Friday on Fox Sports Radio, 2a-6a ET, 11p-3a PT!...Follow, rate & review "The Fifth Hour!" #BenMaller #FSRWeekendsSee omnystudio.com/listener for privacy information.

Welcome to Hills Church!Thanks for joining us for today's service. We pray that our worship and time in God's Word encourage and strengthen your faith.This week, Ps. Nathan shares a special message from Acts 13 and 14 as Hills Church commissions the team launching Way Church. Discover how the early church responded to the Holy Spirit's leading, the importance of church planting, and why God's mission is always bigger than ourselves.For more information about Hills Church, visit https://hillschurch.org.auSermon NotesSent by the Holy SpiritActs 13:1 to 14:28Ps. Nathan BellCalled in God's PresenceThe church at Antioch didn't develop its mission through strategy alone. While worshipping, praying and fasting, they heard the Holy Spirit's direction. God's calling is most clearly discovered as we spend time in His presence.Stay Faithful Through OppositionPaul and Barnabas faced rejection, persecution and hardship, yet they remained committed to God's mission. Their perseverance produced lasting fruit and reminds us that God's work often grows through faithfulness rather than comfort.Success Requires HumilityWhen people attempted to honour Paul and Barnabas instead of God, they immediately redirected all glory back to Jesus. As God blesses His people, humility must always remain at the centre of ministry.Stay ConnectedAlthough Paul and Barnabas planted new churches, they remained closely connected to the church that sent them. Healthy mission includes accountability, encouragement and ongoing partnership.Sending Is Kingdom GrowthThe church at Antioch appeared to lose some of its best leaders, yet the Kingdom gained. Sending people into new mission fields creates opportunities for new leaders to emerge and expands God's work beyond our own community.Key TakeawayThe Holy Spirit still calls and sends His Church today. As we seek God's presence, remain humble, persevere through challenges, and faithfully support one another, we become part of His ongoing mission to reach the world.Find out more about Jesus⁠https://hillschurch.org.au/Jesus⁠Find the answers to life's biggest questions. Try Alpha.⁠https://hillschurch.org.au/alpha⁠Can we pray for you? Request prayer.⁠https://hillschurch.org.au/⁠ and click 'Prayer Request' Button.To give/tithe to the work of Hills Church, follow the link below⁠https://hillschurch.org.au/give⁠#hillschurch #thegospelofjohn #evertonhills #brisbanechurch #brisbane #wesleyanmethodistchurch #hillschurchsermon

I am the House! Bessent on Yen and other matters (he has inside information). Straight of Hormuz – There is no movement people. CPI coming Friday – many say ultimate Fed test. Gen-Z Dumps the bubbles. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - I am the House! Bessent tonight on Yen and other matters (he has inside information) - Straight of Hormuz - There is no movement people - CPI coming Friday - many say ultimate Fed test - Gen-Z Dumps the bubbles Markets - Chips up, making up for some time - Oil UP! and UP! - Yields keep climbing DHU MAILING LIST! - Go to DHUnplugged.com BOND YIELDS KEEP CLIMBING - Japan now has a 3% 10-year yield while carrying government debt above 200% of GDP. - Higher Japanese yields also create an incentive for domestic investors to bring money home rather than reaching overseas for returns. - The broader bond selloff is hitting the U.S., Germany, U.K. and Japan at the same time. FED HIKE ODDS RISE - Warsh said the Fed still has “work to do” if officials are not confident inflation is returning to 2%. - Fed Governor Christopher Waller has left open the possibility of holding rates steady if inflation cools. - The September decision is increasingly being dictated by incoming inflation data and oil. -  It is kinda funny.... The “data-dependent Fed” is now apparently oil-dependent, jobs-dependent and whatever-CPI-says-next-week-dependent. OIL KEEPS PRESSURE ON INFLATION - Renewed U.S.-Iran tensions have pushed oil higher and revived fears about supply through the Strait of Hormuz. - The Strait remains one of the most important chokepoints for global energy flows. - Oil is working directly against central banks trying to bring inflation back toward target. -  Basically, central banks can raise rates all they want yet it is too bad that the the Strait of Hormuz does not attend FOMC meetings. SCHWAB VOLATILITY TRADE - Barron's argues low market volatility may not last as fall seasonality and macro risks build. - Schwab could benefit if volatility drives heavier customer trading activity. - The suggested trade used an October risk reversal built around $110 puts and $120 calls. BEAR INVASION - Colorado has logged more than 7,000 bear sightings this year, already a record. - Drought and poor natural food supplies are pushing bears into homes and businesses. - New Mexico and Utah have also reported unusually high numbers of bears being euthanized. - One Colorado homeowner found two bears inside his hallway; another wandered into a vape shop. - Is this a warning for markets????? META SETTLEMENT - Meta agreed to pay up to $18 billion over 10 years to settle state claims involving harm to children. - States had been seeking penalties approaching $200 billion. - Teen accounts will face time limits, overnight restrictions and muted school-hour notifications. - Meta did not have to eliminate personalized recommendations or targeted advertising. BROADCOM: NEXT AI CHECK - Broadcom reports Wednesday after the close, another major test of AI spending after Nvidia. - Focus will be on AI semiconductor growth, hyperscaler demand and the outlook for custom AI accelerators. - Broadcom's guidance matters beyond the stock because it offers a read on whether huge data-center spending plans are still accelerating. WEIRD ONE: SHEIN'S UPSIDE-DOWN IPO - Shein is looking to raise about $1.8 billion in its Hong Kong IPO while paying roughly $3.6 billion in cash and stock to early investors. - The payouts stem from investor protections triggered after Shein's valuation collapsed from about $98 billion in 2022 to roughly $26.8 billion. - Some of the same early investors receiving compensation are coming back as cornerstone buyers in the IPO. - Essentially: raise $1.8 billion from new investors while sending twice that amount back to older ones. GOOD GOOD GOES BAD - Good Good Golf's controversial Callaway ad showed co-founder Garrett Clark shoving a female creator in a movie spoof, triggering immediate backlash. - Callaway ended its partnership, Dick's and Golf Galaxy pulled Good Good merchandise, and Golf Channel canceled the current "Big Break x Good Good" season. - Good Good also stepped away as title sponsor of the PGA Tour's November event in Austin. - WOW - the company had more than 2 million YouTube followers and become one of golf's fastest-growing media and merchandise businesses before the blowup. ARGENTINA BEEF PRICE FIX - Trump expanded lower-tariff beef imports by 300,000 metric tons in an effort to bring down record-high U.S. beef prices. - The U.S. cattle herd is at its lowest level in 75 years, while USDA expects beef production to fall roughly 4% this year. - Argentina is one source of additional supply, but U.S. ranchers argue cheaper imports could undercut domestic producers just as they are trying to rebuild herds. - Trump says imported beef could help lower prices; farm-state lawmakers and ranch groups say the short-term consumer fix could make the long-term supply problem worse. EUROPE GETS GROWTH AND INFLATION - Euro-zone manufacturing is expanding at its fastest pace in more than four years as headline inflation moves back above 3%. - Stronger factories give the ECB more room to tighten without immediately crushing economic activity. - Much of the new inflation pressure is energy-driven, which higher ECB rates cannot directly fix. - Europe finally gets better manufacturing numbers, so naturally the reward is another rate hike. CHINA'S TWO-SPEED ECONOMY - The private manufacturing PMI showed expansion while the official factory reading remained in contraction. - Export orders strengthened, but services and domestic demand remain weak. - The divergence shows the improvement remains concentrated in exporters. - Alternative Facts: Depending on which PMI you prefer, China's factory sector is either expanding or contracting. Two economies for the price of one. THE $50 BILLION DATA-CENTER IPO - SB Energy is reportedly seeking a valuation above $50 billion despite having no operational data centers. - It reported about $139 million of first-half revenue against a $3.21 billion net loss. - The company claims roughly $439 billion of project backlog. - OpenAI is an investor, warrant holder and major future customer; Nvidia is also providing capital while supplying the chips. - Soooooo...... No operating data centers, billions in losses and a possible $50 billion valuation. At least they remembered to build the valuation first. NVIDIA BUYS HUGGING FACE FOR $13 BILLION - Nvidia agreed to buy Hugging Face for about $12.9 billion. - Hugging Face was valued at $4.5 billion in 2023 and has about $150 million in annual revenue. - Nvidia will pay roughly $11.9 billion to shareholders plus $1 billion in employee retention equity. - Hugging Face will remain open and interoperable. - JC Called this earlier last week. Obviusly the pressure was on since his scoop and they needed to get this done. UNCLE SAM'S STOCK PORTFOLIO - Federal equity positions now include Intel, MP Materials and Trilogy Metals. - Intel, MP Materials and Trilogy Metals all jumped after their respective government deals. - An Intel shareholder lawsuit argues the CHIPS Act did not authorize the government to demand an equity stake. - The case could affect other government investments made using CHIPS Act funding. GEN Z DUMPS THE BUBBLES - Non-carbonated drinks accounted for 38% of new premixed-alcohol launches last year, up from 27% in 2021. - Boston Beer's Sun Cruiser is growing while Truly slows. - Mom Water is on pace to exceed 1 million cases this year. - Lucky One Lemonade sold 1 million cases in its first seven months. - Gen Z has apparently decided carbonation was the problem. TRUMP WANTS LOWER RATES - President Trump called for lower interest rates after the August jobs report. - Markets moved the other way, increasing expectations for a September Fed hike. - Kevin Warsh has kept another rate increase on the table. - Markets were pricing roughly a 60%-plus chance of a quarter-point September hike. JOBS REPORT CRUSHES ESTIMATES - August payrolls rose 162,000 versus roughly 56,000 expected. - July was revised from a 23,000 decline to a 21,000 gain. - Unemployment held at 4.1%. - Labor-force participation rose to 61.6%. - Wage growth eased to 3.1% year over year. MAPQUEST IS NO. 1 AGAIN - MapQuest jumped from No. 128 to No. 1 in the U.S. App Store. - The surge followed its decision to keep the Lake Ontario name. - More than half of its 2026 U.S. downloads reportedly came in just a few days. - Google Maps now shows “Lake America” for U.S. users. AUSTRALIA JOINS THE BOND SELLOFF - Australia's 10-year government bond yield climbed above 5.1%, its highest since 2011. - The three-year yield also jumped as traders priced more central-bank tightening. - Australia joins the U.S., Japan, Germany and U.K. in the global yield surge. DICK'S GETS HIT BY FOOTWEAR - Dick's shares fell more than 25% after earnings. - Earnings, revenue and same-store sales missed expectations. - Foot Locker also disappointed after the acquisition. - Management cited heavier promotions, fewer product launches and discounting of older shoes.     Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

See omnystudio.com/listener for privacy information.

Ever see a dachshund rip the throat of a German Shepherd? You are about to, as Canada doesn't take kindly to being compared by the US Treasury Secretary to a "yippy dog" and a dachshund against the US' "German Shepherd".  Popok discusses the historically disgusting metaphor used by Bessent and why it is destined to backfire. Subscribe: ⁠https://www.youtube.com/@LegalAFMTN?sub_confirmation=1⁠ Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: ⁠https://www.meidastouch.com/tag/meidastouch-podcast⁠ Legal AF: ⁠https://www.meidastouch.com/tag/legal-af⁠ Sidebar with Katie Phang: ⁠**https://podcasts.apple.com/us/podcast/sidebar-with-katie-phang/id1886801652**⁠ The Parnas Perspective: ⁠**https://podcasts.apple.com/us/podcast/the-parnas-perspective/id1869165949**⁠ The Intersection with Michael Popok: ⁠**https://podcasts.apple.com/us/podcast/the-intersection-with-michael-popok/id1818863274**⁠ MissTrial: ⁠https://meidasnews.com/tag/miss-trial⁠ The PoliticsGirl Podcast: ⁠https://www.meidastouch.com/tag/the-politicsgirl-podcast⁠ The Ken Harbaugh Show: ⁠https://meidasnews.com/tag/the-ken-harbaugh-show⁠ The Weekend Show: ⁠https://www.meidastouch.com/tag/the-weekend-show⁠ Burn the Boats: ⁠https://www.meidastouch.com/tag/burn-the-boats⁠ Majority 54: ⁠https://www.meidastouch.com/tag/majority-54⁠ On Democracy with FP Wellman: ⁠https://www.meidastouch.com/tag/on-democracy-with-fpwellman⁠ Uncovered: ⁠https://www.meidastouch.com/tag/maga-uncovered⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

406 - It's a LOT of money! Would you do it?Tuck in for that one little catch in Richard Matheson's "Button, Button." 

In Part 3 of our interview with Genesis competitive veteran EA (IAmFleury'sHipCheck), we cover retro league setups, controller builds, and community history: Stocks & Line-Rolling Leagues: How custom depth leagues challenge traditional strategies by forcing players onto 4th-line rotations. Start, Bench, Trade: EA takes on a new segment featuring low-tier names and star matchups. Player & Matchup Hot Takes: Overrated and underrated 16-bit players, plus peak tournament matchups like Edmonton vs. NY Rangers and Jersey vs. Hartford. Hardware & Controller Modding: Modding retro pads, three-button vs. six-button D-pads, and building mechanical switch controllers for input consistency. Community Evolution: Reflecting on forum history, in-person tournaments (King of '94, Ronic Rumble), and bringing retro hockey players together live. Follow and subscribe to get every retro gaming interview dropped directly to your feed! 00:00 - Introduction & Part 3 Overview00:51 - Stocks & Line-Rolling League Format02:49 - History of Custom ROM Leagues (GDL & Early Admin Sites)04:17 - King of '94 In-Person Experience & Community Energy05:21 - Online vs. In-Person Gameplay Dynamic07:23 - Inviting Veterans to Live Events (Ronic Rumble)09:28 - Start, Bench, Trade: Wood, Melby, Semenov12:13 - Start, Bench, Trade: Kamensky, Gretzky, Gilmour15:11 - Defenseman Skating Mechanics: Housley vs. Coffey16:25 - Overrated & Underrated 16-Bit Players20:32 - EA Special vs. Goalie Ramming Tactics22:50 - Favorite Opponents & 2v2 In-Person Dynamics24:00 - Controller Choice: 3-Button vs. 6-Button Pads25:25 - Custom Mechanical Controllers & 3D Printed Mods27:44 - 2-Second One-Timer Scenario: Kotsopoulos vs. Kudelski28:41 - Dream Tournament Matchups (Edmonton vs. Rangers / Jersey vs. Hartford)32:24 - Player Analysis: Jeremy Roenick vs. Pavel Bure35:44 - Forum Evolution: Moving from Online Friction to Live Friendship38:36 - Old-School Community Lore & Tournament Outreach_______________________________________________________Twitter / X - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/NHL94Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@NHL94Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠NHL94Po

Button Down Ska Time Show ep 87 31st August 2026. O www.bootboyradio.co.uk Please Play, Like, Comment, Follow, Download & Share.

406 - It's a LOT of money! Would you do it?Tuck in for that one little catch in Richard Matheson's "Button, Button."

September – here we are and the volatility starts. Bear Invasions – is this something we should pay attention to? Target is in the hotseat, Good-Good too. Bombing Iran again. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - September - here we are and the volatility starts - Bear Invasions - is this something we should pay attention to? - Target is in the hotseat, Good-Good too - Bombing Iran again - and again. Markets - Bonds - moving higher - Warsh and Bessent challenged - NVDA earnings - price hikes - Employment Report coming this Friday - Dell earnings - WOWWWW! DHU MAILING LIST! - Go to DHUnplugged.com LAKE AMERICA - Google Maps now shows "Lake America" to U.S. users after the federal naming change. - Canadian users still see "Lake Ontario"; users elsewhere see both names. - Canada did not adopt the change, setting up an easy cross-border naming fight. OIL / IRAN - Last week - Oil dropped more than 3% as traders viewed tougher Iran sanctions as less disruptive than renewed military escalation. - Brent fell to roughly $88.58 and WTI to about $82.36. - Washington stopped short of immediately targeting major Chinese banks buying Iranian oil. - Markets also reacted to hopes for improved navigation through the Strait of Hormuz. ----  OH WAIT>>>> IRAN - FIGHT IS ON - We are back bombing and they are retaliating - We retaliate, they bomb - Threat: President Trump in phone interview with Fox News reporter repeats that if Iran retaliates, they will be hit harder, but he adds that if Iran retaliates for a third time "they will be totally wiped out as a country"; says any deal with Iran will not be "worth the paper it is printed on" - Oil Up ... DICK'S / FOOT LOCKER - Dick's shares plunged about 30% after earnings and guidance disappointed. - Core Dick's comps rose 4.9%, but Foot Locker comps fell 3.6%. - Management blamed weak sneaker launches, stale inventory and a highly promotional footwear market. - Dick's has already taken more than $500 million in charges tied to the Foot Locker turnaround. BASEBALL CARDS GO CASINO - Online "repack" platforms let customers buy randomized graded cards and immediately sell them back. - Prices can range from roughly $25 to thousands of dollars per pack. - The model increasingly resembles gambling: randomized payoff, instant resale value and repeat play. - Arena Club, Fanatics and others are pushing deeper into a market already generating billions in transactions. GOVERNMENT-OWNED STOCKS - Stocks with U.S. government backing face new legal and political risk around Washington taking equity stakes. - Intel surged after government investment plans surfaced; MP Materials also jumped after a Pentagon stake. - Trilogy Metals soared after a government deal, then gave back much of the move. - A lawsuit challenging the Intel arrangement could have implications for similar federal equity deals. CHINA INDUSTRIAL PROFITS - China's industrial profits rose 11.2% year over year in July. - Profit growth slowed from 15.1% in June but remained strong. - Manufacturing profits rose nearly 19%, while mining profits jumped roughly 35%. - Strong factory profits continue to contrast with weak property and domestic-demand signals. DELL EARNINGS GUIDANCE - Earnings we great - Guidance out of control - Dell sees Q3 mid-point EPS of $6.50 vs $4.46 FactSet Consensus; sees mid-point of revs at $49.00 bln vs $41.36 bln FactSet Consensus - Dell sees FY27 mid-point EPS of $25.50 vs $18.99 FactSet Consensus; sees revs mid-point of $192 bln vs $174.05 bln FactSet Consensus TARGET HALLOWEEN BACKLASH - Target pulled a children's clown costume after complaints that it resembled blackface imagery. - The company apologized and said it was reviewing how the product cleared internal approval. - The controversy adds another brand-management problem after several politically charged merchandise fights. LEGO BOOM - Lego first-half revenue jumped 21% to about $6.5 billion. - Net profit rose 32%, while consumer sales increased 22%. - More than 330 new products helped drive demand across Star Wars, Formula 1, Botanicals and other franchises. - Lego continues gaining share while expanding stores and manufacturing capacity. WAIT - WE'RE BOMBING IRAN AGAIN - U.S. forces struck Iranian rocket launchers on Larak Island near the Strait of Hormuz, the first U.S. attack on Iran in several weeks. - Iran retaliated with missile attacks targeting U.S. bases in Jordan, restarting direct military exchanges. - Oil jumped more than 2%; Brent moved back above $90 and WTI above $85. - The Strait remains the key issue: roughly 20% of global oil shipments pass through it, so actual disruption to tanker traffic matters more than the headlines. IRAN SANCTIONS - Treasury warned countries doing business with Iran could face secondary sanctions and loss of access to the dollar system. - Scott Bessent described the campaign as an "economic D-Day." - Treasury sanctioned dozens of people, companies and vessels but initially avoided major Chinese financial institutions. - The expanded sanctions reach oil, shipping, gold, aviation, technology and digital assets. JOBS REPORT / FED TEST - August payrolls hit Friday after July shocked with a 23,000 job decline. - Expectations are for only modest job growth, making revisions and the unemployment rate especially important. - Fed rate-hike odds jumped after Kevin Warsh's hawkish Jackson Hole comments; a strong jobs number could push them higher. - JOLTS, ADP and ISM data provide several previews before Friday.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

This week, I am holding down the fort solo while Two Buttons Deep (minus me) spends a week in Greece thanks to a once-in-a-lifetime opportunity with Simone's Kitchen. I recap my honest range of emotions being left behind here in the Great Upstate, while fully recognizing I am in different form these days at 32 weeks pregnant. I also discuss my thoughts on the Lindsay Clancy trial, answer your questions from Instagram and more. EPISODE NOTES: This at-home couch recording is made possible thanks to DoorDash (1:10) Spoiler alert: I'm not in Greece (3:26) My thoughts on the Lindsay Clancy trial and the social email response to it (9:34) Nobody Asked Me, But... (20:21) Peaks and Pits presented by Albany Mechanical Services (22:45) The baby's name is picked out...I think (45:58) Answering your questions from Instagram presented by WellNow Urgent Care (47:45) Today's episode is presented by Crossgates, the perfect place to visit for all of your fall finds at some of my personal favorite stores from Primark to ZARA, HM, Offline and more. Whether you need clothes for yourself, kids headed back to school, or a brand new baby coming this fall --Crossgates has it all. Visit them online to see what stores you can find or follow along with Crossgates on Instagram.

Sherri Harrah with the HomeShow Garden Pros broadcast from Sherri’s garden in this second hour from 8/30/26 discussing planting St Augustine Grass plugs where the lawn is thinning. Chris needs help recovering his lawn.  Chinch bugs are a big topic too. Rebecca needs proper care for her Lantanas, Rosanne wants to prune her boxwoods and Elizabeth asks Sherri about Virginia Button weed. The post Grass Plugs, Lantanas, Lawns, Boxwood, Chinch Bugs, Virginia Button Weed -260830-H2 appeared first on HomeShow Garden Pros Radio.

LinkedIn quietly added a button that lets anyone report your post as AI slop, and one tap can cut your reach before you ever notice.It launched in July and lives in the three dot menu on every post and comment in the feed. No verification. No appeal process. Just a quiet drop in distribution and a private notice in your analytics dashboard.In this episode we walk through what the feature actually does, why LinkedIn built it, and how to make sure your content never trips it.What we cover:The exact location of the AI slop button and how to find itWhat happens to a post after someone reports itThe Pangram Labs study showing 41% of long form LinkedIn posts are fully AI generatedWhy LinkedIn retired its own "enhance your post" writing toolThe case for caution, because this button has no accountability built inWhen flagging content is fair and when it is simply unkindSix practical ways to keep AI out of your thinking and still use it wellOur position has not changed. AI belongs in your workflow as a tool that expands your voice and shortens the work. It does not belong in the seat where your point of view should be. LinkedIn is not punishing AI use, it is punishing absent effort, and that distinction is about to separate the accounts that grow from the ones that quietly stall.RESOURCESFree LinkedIn Thought Leadership ScorecardFollow us on LinkedIn:Scott Aaron: https://www.linkedin.com/in/scottaaroncoach/Nancy Evans-Aaron: https://www.linkedin.com/in/nancyevans1/If this episode was useful, follow the show, leave a rating, and send it to someone whose LinkedIn reach has been slipping.

Button Down Ska Time Show ep 86 24th August 2026. On www.bootboyradio.co.uk Please Play, Like, Comment, Follow. Download & Share.

Michael Button is a YouTuber who explores ancient mysteries, lost history, and societal collapse.https://michaelbutton.substack.comhttps://www.youtube.com/@MichaelButton1 Perplexity: Download the app or ask Perplexity anything at https://pplx.ai/rogan. Visit https://ketone.com/Rogan for 30% OFF, or find Ketone-IQ at Target nationwide. Use code ROGAN at https://BlueChew.com to get 10% OFF + Free Overnight Shipping on your first order. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Cold War is over. The weapons are not. The United States and Russia still hold roughly 6,000 nuclear warheads each — most on hair-trigger alert — and one person, the president, can launch them inside seven minutes with no vice president, no secretary of defense, no Congress, no court. Paul Rieckhoff opens with the news of the moment — Trump's escalating economic war on Canada and the passing of the great Dolly Parton — before diving into a replay conversation with Joe Cirincione, one of the most respected nuclear policy voices in the world, on why this existential threat has been buried under partisan noise while a bipartisan defense-contractor machine keeps the arsenal fat and the debate quiet. Cirincione walks through the full landscape: the seven nuclear states, the nightmare India-Pakistan scenario that could kill a billion people through nuclear winter, the atomic veterans and downwinders America poisoned and abandoned, and the new arms race unfolding in space, cyber, and hypersonics. He explains why Joe Biden — if allowed to be Biden — would cut the arsenal by a third, and why the Pentagon bureaucracy and contractor lobby make that nearly impossible. This is intelligence-grade analysis about the one threat that can end human civilization in an afternoon — and why staying vigilant on nukes is a truly independent American issue. -WATCH full video of this episode here. -Millions of American veterans are being locked out of primary elections in the country they served. See what we're doing to change that. -Visit Kalshi and trade on anything. Use code [INDEPENDENT] to get ten dollars when you trade ten. -Head to cozyearth.com and use the code AMERICANS for an exclusive 20% off. -Join Noble Mobile today and get a $100 bonus when you use code PAUL and stay a member for 2 months! -Join IVA and help us get independent veterans elected to office. -Learn more about Paul's work to elect a new generation of independent leaders with Independent Veterans of America. -Learn more about American Veterans for Ukraine here. -Remember Independent is an Attitude. -Learn more about The Headstrong Project for Veterans, Tragedy Assistance Program for Survivors (TAPS), and Department of Veterans Affairs resources in your area. Seeking support is not a sign of weakness. It's a show of strength. If you or a loved one are in immediate crisis, dial 988 and press 1, or text 838255. Connect with Independent Americans: Subscribe on YouTube, Spotify, Apple Podcasts, and all podcast platforms Read more at Substack Support ad-free episodes at Patreon  Connect: Instagram  • X/Twitter • BlueSky • Facebook  Follow on social: @PaulRieckhoff on X, Instagram, Threads, and Bluesky -Join the movement. Hook into our exclusive Patreon community of Independent Americans. Get extra content, connect with guests, meet other Independent Americans, attend events, get merch discounts, and support this show that speaks truth to power.  -And get cool IA and Righteous hats, t-shirts and other merch now in time for the new year.  Independent Americans is powered by veteran-owned and led Righteous Media.  And now part of the BLEAV network!  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Things are getting weird – looks like someone is panicking. The Dumber side of finance – let’s dig in. A big week ahead – major earnings could move markets. – Gold, Bitcoin moving on a lower USD. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - Things are getting weird - looks like someone is panicking - The Dumber side of finance - let's dig in (5 top items) - Cold War and Hot War - Canada, China and Iran - Economic "D" day - no one cares - Saying goodbye to Dolly Parton Markets - Gold, Bitcoin moving on a lower USD - Oil starting to settle - Big Week - NVDA earnings on tap - all eyes! STUPID IS WHAT STUPID DOES - A DHU One-Time Series On The Dumber Side of Finance 1) LOWER BEEF PRICES - Trump plans temporary tariff relief for certain ground-beef imports as U.S. beef prices remain near record highs. - The plan would allow up to 300,000 metric tons of discounted imported ground beef over roughly 90 days. - Supposedly this will reduce the prices for consumers - Ranchers and several farm-state Republicans are pushing back, arguing cheaper imports could hurt domestic producers. ---- Question: Tariff reduction is going to reduce prices for consumers? Didn't someone say that tariffs are paid by the companies and exporting countries??? 2) IRAN SANCTIONS - BIG THREAT, LIMITED IMMEDIATE ACTION - Treasury warned countries doing business with Iran that they could face secondary sanctions, calling it an "economic D-Day." - New sanctions hit about 60 individuals, companies and vessels, but major Chinese financial institutions were not targeted. - China remains the biggest buyer of Iranian oil, making Chinese banks the potential pressure point. - Treasury says sanctions could expand into gold, digital assets, aviation, shipping and other sectors. 3) TREASURY TRIES TO TAME LONG-TERM YIELDS - Treasury will at least double the maximum size of certain long-term bond buybacks to $4 billion per operation. - The announcement briefly knocked nearly 10 basis points off the 30-year Treasury yield. - Critics say this treats the symptom rather than the cause - huge deficits, heavy issuance and persistent inflation risk. ------Bessent had to come out on Friday to say "at least" $4B - as bind yields moved back up -------Maybe there is a concern over the $40TRILLION debt we have amassed as a country? 4) SOMEONE GOT LONG BONDS AT THE RIGHT TIME - TLT took in roughly $529 million of net inflows on August 18, one day before Treasury's surprise bond-buyback announcement. - The next day Bessent doubled planned buybacks of 10- to 30-year Treasurys, immediately pushing long yields lower. - TLT jumped about 1.7% on the announcement. - No public evidence identifies a single buyer - but the timing of the unusually large inflow is certainly worth noting. 5) DOLLAR GETS HIT BY THE BOND RESCUE - The dollar weakened as investors questioned Treasury's expanded bond-buyback strategy. - The concern is that suppressing yields without fixing fiscal problems simply transfers pressure from bonds to the currency. - The 30-year yield has remained elevated despite Treasury intervention. - Bitcoin rallied as investors looked toward alternatives to traditional fiat assets. - PEOPLE: This is NOT Quantitative Easing - Just a move to buy longer dated and issue more short dated WALMART FLASHES A CONSUMER WARNING - Walmart U.S. comparable sales grew just 2.6%, its slowest pace in roughly six years and below expectations. - Shares dropped sharply after the report. - E-commerce remained strong, while store traffic and discretionary spending showed more weakness. - Walmart raised full-year guidance but gave a softer-than-expected third-quarter outlook. - As America's biggest retailer, Walmart's slowdown is an important read on the broader consumer. VENEZUELA HAS OIL - BUT CAN'T SHIP IT FAST ENOUGH - Tankers are waiting as long as 30 days to load Venezuelan crude because of aging ports, outages and equipment failures. - Venezuela has struggled to push exports much higher despite rising production and strong demand. - The Jose terminal handles about 70% of exports and has become a major bottleneck. - Venezuela's ports may impose a physical ceiling on production growth until infrastructure is upgraded. JANE STREET'S $15 BILLION AI HIT - Jane Street reportedly lost about $15 billion in July as AI and technology positions moved sharply against the firm. - A major source of the damage was exposure to concentrated AI trades that were forced to unwind. - Jane Street posted its first negative month of trading revenue since 2016. - As a reminder: this episode highlights how quickly crowded AI trades can overwhelm even sophisticated risk-management systems. LEAVITT LEAVES THE WHITE HOUSE - Karoline Leavitt resigned as White House press secretary after returning from maternity leave. - Trump said she would become a top outside adviser and prominent Republican voice heading into the midterms. - Looking fior a kinder and gentler replacement? HA! probably not OFF THE HIGHS NVDA - 9% off high AMD - 19% off high AVGO - 23% off high MU - 23% off high TSM - 13% off high MRVL - 28% off high INTC - 35% off high NVIDIA - THE MARKET'S NEXT STRESS TEST - Nvidia reports Wednesday - now basically a referendum on the entire AI trade. - Blackwell demand and hyperscaler spending are the key tells. - A strong guide could quickly reset tech sentiment. - A miss would raise the uncomfortable question: how much AI optimism is already priced in? - Revenue expected around $92.1 billion, up roughly 97% year over year. - Adjusted EPS expected around $2.09, nearly double last year. - Data Center revenue expected around $85.7 billion - still the main engine. - Biggest watch items: Blackwell demand, Vera Rubin timing, China sales and hyperscaler capex. - Options imply roughly a 5%-6% move after earnings. - Discussion .... NVIDIA - AI SERVERS GETTING EVEN MORE EXPENSIVE - Major Nvidia customers have reportedly been warned that AI server prices could rise more than 15% beginning early next year. - Higher memory costs are the main driver, affecting Grace Blackwell and upcoming Vera Rubin systems. - Nvidia is effectively passing higher component costs through despite gross margins around 75%. - ALWAYS INTERESTING THESE ANNOUNCEMENTS SO CLOSE TO EARNINGS - HMMMM CANADA-U.S. TRADE FIGHT GETS WORSE - Canada announced retaliatory tariffs on about $20 billion of U.S. goods after Washington imposed new 50% tariffs on Canadian imports. - Canada's tariffs range from 15% to 50% across roughly 700 products and begin September 8. - Canada also announced a C$7.5 billion support package for affected businesses and workers. - Another escalation that could hit autos, manufacturing costs and cross-border supply chains. HOUSING - BUYERS KEEP DISAPPEARING - July new-home sales plunged 10.5% to a 607,000 annual rate, the weakest since January. - Median new-home price fell to $393,800, the lowest in four years. - Mortgage rates are still around 6.8%, keeping affordability under pressure. - Only 5.2% of consumers said they expect to buy a home in the next six months - the sharpest drop in more than five years. JACKSON HOLE - WARSH GETS THE MICROPHONE - Kevin Warsh speaks next week at Jackson Hole. - Markets want to know whether sticky inflation, oil and tariffs are enough to keep the Fed in tightening mode. - Long yields are already doing some of the Fed's work. - One sentence could move bonds, the dollar and stocks. - Friday, August 28 at 10:00 a.m. ET. --- BUT - Didn't Warsh say less communication is more? They can't keep put of the spotlight. PCE - THE FED'S FAVORITE INFLATION READ - "The Fed's preferred gauge/measure of inflation" - July PCE lands next week. - Watch for tariff, energy and goods inflation creeping back into the numbers. - A hot print revives hike fears. - A soft print gives risk assets some breathing room - especially with long yields already elevated. THE CONSUMER VS. THE AI BOOM - MORE EARNINGS COMING - Salesforce, CrowdStrike and Marvell give another read on corporate AI spending. - Dollar General, Dollar Tree, Best Buy and Ulta test the other side of the economy. - The setup is getting interesting: companies are still spending aggressively on AI while consumers look increasingly selective. - If that gap widens, it could become one of the bigger market themes into the fall. AROUND THE WORLD EUROPE - QUIETLY GETTING INTERESTING - European stocks slipped this week, but money has started flowing back into the region. - Euro-zone business activity is growing at its fastest pace this year, while Q2 earnings growth for STOXX 600 companies is running surprisingly strong. - CONCEPT: Europe may be turning into the anti-U.S. trade - less AI concentration, cheaper valuations, but more sensitivity to energy. JAPAN - BETTER DATA, WORSE MARKET - Japan's Nikkei lost about 4% this week even as the economic data improved. - August manufacturing PMI jumped to 55.1, with new orders rising at the fastest pace since 2018. - Semiconductors and AI-related demand are helping drive the factory rebound. - Stronger growth also keeps the BOJ rate-hike discussion alive - good economy, potentially tougher market. BIG PHARMA - CHINA'S WEIGHT-LOSS GOLD RUSH - Lilly, Novo Nordisk and others are aggressively targeting China's obesity market, where obesity rates are projected to top 65% by 2030. - China bans direct prescription-drug advertising, so companies are using subway ads, gyms, influencers and "disease awareness" campaigns instead. - China's GLP-1 market could reach roughly 30 billion yuan over the next 5-7 years. - Interesting regulatory gray area: education campaigns that look a lot like drug advertising without actually naming the drug. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

This week, J.John speaks with Lucinda Button as she shares her journey from engaging in New Age practices to discovering that Jesus Christ is the Way, the Truth and the Life. In their conversation, she reflects on what led her to faith and explains how her life has been transformed by her relationship with Jesus Christ.

Partner with Jay: https://www.jayschwedelson.com/contactㅤCheck out Jay Schwedelson's new book: Stupider People Have Done It All net proceeds are donated to The V Foundation for Cancer Research, let's kick cancer's butt: https://www.amazon.com/Stupider-People-Have-Done-Marketing/dp/1637635206ㅤSubscribe to Jay's newsletter for weekly marketing tips and tactics: https://www.jayschwedelson.com/newsletterㅤRegister for GuruConference (FREE + VIRTUAL!) https://www.guruconference.comㅤCheck out Eventastic (FREE + VIRTUAL!) https://www.eventastic.comㅤConnect with Jay on LinkedIn: https://www.linkedin.com/in/schwedelson/Check out Jay's YouTube channel: https://www.youtube.com/@schwedelsonCheck out Jay's Instagram: https://www.instagram.com/jayschwedelson/Ask Jay anything: https://www.jayschwedelson.com/askㅤLeave a comment and follow the show, it really helps us out!ㅤBig shoutout to our sponsor, Knak!Marketers, you know the pain… You spend hours on a campaign, and then it gets stuck in review cycles and barely looks like what you started with.Knak makes it simple. Design emails and landing pages, collaborate, and launch - all in one place. No tool hopping, no messy handoffs, with AI built in to help you move faster.See how it all works, get started at knak.com/demoㅤA million people have now clicked "seems like AI slop" on LinkedIn, and the number LinkedIn released right after it is either a real win or a rounding error, depending on whose feed you're looking at. Jay Schwedelson has that one, plus a lawsuit going after the sleep score you check before you open your eyes, and two subject line stats that argue the exact opposite of the best practice everyone keeps repeating. Stick around for the email data, but the Oura story is the one you'll end up texting someone about.ㅤBest Moments:(00:30) LinkedIn's AI slop report button gets used over a million times in a matter of weeks(01:00) The claim that flagged content is now pulling 40% fewer views, and why the feed doesn't feel like it(01:45) Oura gets hit with a class action over whether a ring can actually measure sleep at all(03:00) Subject lines under 15 characters are quietly beating open rates by more than 15%(04:00) The case for writing a subject line so long it gets cut off on purpose(04:45) ChatGPT advertising rolls into 31 more European markets this week

South Africa is rolling out body-worn cameras as a potential tool to improve police accountability and public trust. Criminologist Jean-Piere Roux argues that cameras alone cannot deliver accountability if police retain control over when footage is recorded, accessed and reviewed. He discusses the independent oversight, operational rules and safeguards needed to ensure body cameras actually hold police to account. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

-During the second annual World Humanoid Robot Games that kicked off in Beijing on Saturday, the Tiangong Ultra humanoid robot completed the 100-meter dash in 9.39 seconds. -OpenAI giant also called for "strengthening cybersecurity protections throughout the model-development lifecycle, specifically to prevent frontier models from circumventing internal security controls." -While AI slop has plagued just about every social media platform, LinkedIn has become notorious for being particularly filled with AI-generated posts Learn more about your ad choices. Visit podcastchoices.com/adchoices

If you could push a button and become bisexual, would you?

Dirt Doctor This Week - cactus compost, button bush, fasciation, and molassesThe August 8, 2026, Dirt Doctor Podcast with Howard Garrett discusses why cactus pads are a great form of compost (and how to do it) and more about cactus pests (cochineal) and aberations (cristate forms). Also a discussion of what goes into Garrett Juice, what plants are good in wet or shaded areas, and how to deal with root sprouts. Many questions come in through the "Ask Howard" button on all Dirt Doctor website pages.  Podcast highlights: Howard's healthy tips  Prickly pear in compostcochinealfasciationmolassessprayersbutton bushginkgoJapanese maple OrangeolaTree cavities bugs in plantsroot sproutsPortable fan for mosquito repelling (Murphy's mosquito repellent) Advertisers:Crazy Water is the only mineral water bottled in Texas. Rich with Mother Nature-infused minerals, which are more readily absorbed by your body. https://drinkcrazywater.com/ Dr. Ohhira probiotics have been part of the Garrett family health regimen for years. https://drohhiraprobiotics.com/dr-ohhira-probiotics/Essential Formulas  https://essentialformulas.com/https://www.dirtdoctor.com

Button Down Ska Time Show Ep 85 17th August 2026 On www.bootboyradio.co.uk Please Play, Like, Comment, Follow, Download & Share.

Discover a powerful story of mysterious synchronicity, grief, spiritual connection, and how being in the right place at the right time can bring unexpected healing.The world is full of mystery, magic, and sometimes mayhem.Every so often, something happens that makes us pause and wonder whether life is simply a series of random events—or whether there are moments when we find ourselves exactly where we are meant to be.In a recent conversation with Dr. Raymond Roberts, a pastor with more than 40 years of experience, author, and musician, he shared one such story. It involved a lightning strike, a small church in Virginia, a devastating family tragedy, and an extraordinary chain of events that placed him in a position to offer comfort when it was needed most.Was it coincidence? Synchronicity? Divine providence?Whatever name you give it, the story is a powerful reminder that our connections with other people can matter in ways we may not understand until much later.A Strange Beginning at Providence Presbyterian ChurchAs a young pastor, Dr. Raymond Roberts was invited to speak at Providence Presbyterian Church in southern Virginia.A friend drove him to the church, where the congregation gathered for dinner before the service. Dr. Roberts had previously spoken at a youth retreat for the local presbytery, which was how the church had learned about him.Everything seemed relatively ordinary—until the service was about to begin.The clerk of session stepped outside and called for the young men waiting beneath a large oak tree to come inside.At that exact moment, lightning struck the tree.The Power of Being in the Right Place at the Right TimeA series of seemingly unrelated events had brought him to that church. A lightning strike had marked the beginning of the evening. His friend had unexpectedly arranged for him to travel home with a grieving family.And that family turned out to be mourning a young man Dr. Roberts had recently known.Sometimes, this is how healing enters a difficult moment. Not through an explanation. Not through a perfect set of words. But through presence.Does Everything Happen for a Reason?Is every coincidence a sign? Dr. Roberts offered an important distinction. He does not believe that every tragedy is caused by God or that every event has a simple explanation. He does not believe, for example, that God caused Calvin's death. Life contains tragedy, loss, and events that can be impossible to understand. But Dr. Roberts does believe in the possibility of a redeeming presence.Synchronicity, Connection, and the Mystery of LifeThe story of Dr. Raymond Roberts and Calvin's family is ultimately a story about connection. It is about the mysterious intersections that occur in our lives.If you'd like to hear other episodes of the podcast that deal with magical synchronicity, being in the right place at the right time, or stories of spiritual connection, here are some offerings for you!Gloria Vanderhoorst shares her story of being profoundly ill as a child, and close to Death, until a mysterious glowing woman entered her room and healed her. A spiritually profound encounter, her experience reminds us that healing happens in all sorts of ways! Listen on Spotify HERE, on Apple HERE!Birmingham, Alabama's Inaugural Poet Laureate shares a mysterious story of healing and encounter in this episode, "The Woman In The Yellow Apron." A story from the South, it engages with an old plantation, and the ghosts that still reside there. Listen on Apple HERE and Spotify HERE.And finally, Holly Porter's episode about surviving 70 days in the hospital with COVID, and the visions she experienced during that time, are astounding. Listen on Apple HERE and Spotify HERE.And friends, to read up on Dr. Raymond and his life, here is his website!Here is his Insta, so you can stay in the know! As well as his Facebook!And then, to support this intrepid author, click here to buy "A Democratic and Republican Faith: A Public Theology for a Church and Nation in Crisis” To take a gander at his Substack, click on this BUTTON!And finally, to check out "Reckless and Wild" on Spotify, click HERE!And your bit of beauty is this: RECKLESS AND WILD'S website where you can check out this band and their villan origin story! ;-) Here's a blurb from their bio: "What do you call a band where the two singers/songwriters come from very diverse backgrounds? One, a former New York model was working the late-night city music scene, writing and recording with "the B-52's" and doing soundtracks for movies, including a Stephen King film. The other? Would you believe a full-time Presbyterian minister? The resulting band is Reckless and Wild, tying Reckless Ray "The Rev" Roberts to his foil, Johnny Wild Coté. Together this duo is out to make rock history by creating genre-fluid music!Enjoy everyone!

Discover a powerful story of mysterious synchronicity, grief, spiritual connection, and how being in the right place at the right time can bring unexpected healing.The world is full of mystery, magic, and sometimes mayhem.Every so often, something happens that makes us pause and wonder whether life is simply a series of random events—or whether there are moments when we find ourselves exactly where we are meant to be.In a recent conversation with Dr. Raymond Roberts, a pastor with more than 40 years of experience, author, and musician, he shared one such story. It involved a lightning strike, a small church in Virginia, a devastating family tragedy, and an extraordinary chain of events that placed him in a position to offer comfort when it was needed most.Was it coincidence? Synchronicity? Divine providence?Whatever name you give it, the story is a powerful reminder that our connections with other people can matter in ways we may not understand until much later.A Strange Beginning at Providence Presbyterian ChurchAs a young pastor, Dr. Raymond Roberts was invited to speak at Providence Presbyterian Church in southern Virginia.A friend drove him to the church, where the congregation gathered for dinner before the service. Dr. Roberts had previously spoken at a youth retreat for the local presbytery, which was how the church had learned about him.Everything seemed relatively ordinary—until the service was about to begin.The clerk of session stepped outside and called for the young men waiting beneath a large oak tree to come inside.At that exact moment, lightning struck the tree.The Power of Being in the Right Place at the Right TimeA series of seemingly unrelated events had brought him to that church. A lightning strike had marked the beginning of the evening. His friend had unexpectedly arranged for him to travel home with a grieving family.And that family turned out to be mourning a young man Dr. Roberts had recently known.Sometimes, this is how healing enters a difficult moment. Not through an explanation. Not through a perfect set of words. But through presence.Does Everything Happen for a Reason?Is every coincidence a sign? Dr. Roberts offered an important distinction. He does not believe that every tragedy is caused by God or that every event has a simple explanation. He does not believe, for example, that God caused Calvin's death. Life contains tragedy, loss, and events that can be impossible to understand. But Dr. Roberts does believe in the possibility of a redeeming presence.Synchronicity, Connection, and the Mystery of LifeThe story of Dr. Raymond Roberts and Calvin's family is ultimately a story about connection. It is about the mysterious intersections that occur in our lives.If you'd like to hear other episodes of the podcast that deal with magical synchronicity, being in the right place at the right time, or stories of spiritual connection, here are some offerings for you!Gloria Vanderhoorst shares her story of being profoundly ill as a child, and close to Death, until a mysterious glowing woman entered her room and healed her. A spiritually profound encounter, her experience reminds us that healing happens in all sorts of ways! Listen on Spotify HERE, on Apple HERE!Birmingham, Alabama's Inaugural Poet Laureate shares a mysterious story of healing and encounter in this episode, "The Woman In The Yellow Apron." A story from the South, it engages with an old plantation, and the ghosts that still reside there. Listen on Apple HERE and Spotify HERE.And finally, Holly Porter's episode about surviving 70 days in the hospital with COVID, and the visions she experienced during that time, are astounding. Listen on Apple HERE and Spotify HERE.And friends, to read up on Dr. Raymond and his life, here is his website!Here is his Insta, so you can stay in the know! As well as his Facebook!And then, to support this intrepid author, click here to buy "A Democratic and Republican Faith: A Public Theology for a Church and Nation in Crisis”To take a gander at his Substack, click on this BUTTON!And finally, to check out "Reckless and Wild" on Spotify, click HERE!And your bit of beauty is this: RECKLESS AND WILD'S website where you can check out this band and their villan origin story! ;-) Here's a blurb from their bio: "What do you call a band where the two singers/songwriters come from very diverse backgrounds? One, a former New York model was working the late-night city music scene, writing and recording with "the B-52's" and doing soundtracks for movies, including a Stephen King film. The other? Would you believe a full-time Presbyterian minister? The resulting band is Reckless and Wild, tying Reckless Ray "The Rev" Roberts to his foil, Johnny Wild Coté. Together this duo is out to make rock history by creating genre-fluid music!Enjoy everyone!

In this episode, Jared & Stephen discuss the controversial topic of using Back Button Autofocus, how YouTube is updating it's view metrics in a MASSIVE way starting next week, another update on our new Lightroom presets 'FroPack5' which are coming VERY soon & more! Text us with any thoughts and questions regarding this episode at 313-710-9729. This is RAWtalk Episode 208! Watch the 2015 Danny Clinch RAWtalk Interview here. Text 313-710-9729 to possibly become a beta tester for FroPack5! Subscribe and listen to The Daily Fro on Spotify and Apple Podcasts

The new CleanMyMac interface is beautiful, intuitive, and responsive, allowing you to quickly see any potential concerns keeping your computer from running its best. Get Tidy Today! Try CleanMyMac 7 days FREE and use code PETAPIXEL for 20% off!Now saving when you shop for your favorite gear at B&H Photo is even easier with the B&H Payboo Credit Card which lets you Save the Tax — you pay the tax, and B&H pays you back instantly! (Save the Tax on eligible purchases shipped to eligible states.) OR you can pay over time with our 6 & 12 month financing (on minimum purchases of $199 for 6 months, and $599 for 12 months). Terms apply, learn more at http://bhphoto.com/payboo. Credit card offers are subject to credit approval.Payboo Credit Card Accounts are issued by Comenity Capital BankThis week on The PetaPixel Podcast, the Sony FX5 is officially delayed, Kodak has been profitable for a year straight, and a former Sony executive shares that back before it took over mirrorless with the E-mount, another company suggested they team up rather than Sony strike out on its own. Plus, Jordan Drake chats with special guest Becca Farsace and the two decide who "won" this generation of gimbal cameras: the Luna Ultra from Insta360 or the Osmo Pocket 4P from DJI. And, is back button autofocus stupid? All this and more!Check out PetaPixel Merch: store.petapixel.com/ We use Riverside to record The PetaPixel Podcast in our online recording studio.We hope you enjoy the podcast and we look forward to hearing what you think. If you like what you hear, please support us by subscribing, liking, commenting, and reviewing! Every week, the trio go over comments on YouTube and here on PetaPixel, but if you'd like to send a message for them to hear, you can do so through SpeakPipe.In This Episode:00:00 - Intro10:30 - The FX5 is delayed.17:14 - Kodak has been profitable for a solid year 22:13 - Insta360 is making a camera with a shape "you've never even considered."26:17 - NYC Fujikina finally has details28:08 - Sony declined to work with an established mirrorless camera brand back before it made its first mirrorless camera32:33 - Jared Polin says back button focus "is stupid"43:25 - How much would it take for you to sell your soul?52:08 - So, who won? DJI or Insta360? w/ Becca Farsace (watch her comparison here)1:19:24 - What have you been up to? (The Odyssey discussion)1:28:44 - Tech support1:38:00 - Feel good story of the week

Oil Reserves taking a hit. Finally getting to the recent high profile earnings. Market Top Calls (again). ALL TIME HIGHS – Then some consolidation (then highs again). Situational Awareness Update. SpaceX Bounces… PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Oil Reserves taking a hit - Getting to the recent high profile earnings - Market Top Calls (again) Markets - ALL TIME HIGHS - Then some consolidation - Lets round out earnings - Situational Awareness Update - SpaceX Bounces... Etsy - Layoffs With Better Numbers - Etsy is cutting about 220 jobs, or 12% of its workforce. - Management said the cuts were not primarily about cost savings or AI. ----- CEO Kruti Patel Goyal stated the restructuring aims to simplify the organization, remove management layers, and speed up decision-making to better compete against massive rivals like Amazon, Temu, and TikTok Shop - Q2 revenue was about $668 million and core marketplace sales improved. - Etsy also authorized another $2 billion share buyback. - Comes after selling Depop to eBay for about $1.4 billion. Polysilicon - Tariffs Plus Price Floors - U.S. policy adds a 15% tariff and minimum import prices on polysilicon and solar products. - Goal is to protect domestic production from low-cost foreign competition. - U.S. share of global polysilicon capacity fell from about 50% in 2005 to under 2% in 2024. - First Solar and T1 Energy jumped on the announcement. ---- The same playbook - rinse and repeat Chipotle - Salmonella Returns - Minnesota officials linked a salmonella outbreak to jalapenos served at Chipotle. - Chipotle removed the affected pepper supply and switched growers. - Shares fell roughly 8%-10% as investors remembered the company's earlier food-safety problems. - This is on top of the lettuce situation with Sweetgreen- look at  STOCK CHART FOR SG Michael Burry - Calling a Major Top - Michael Burry says the market may be near a "major top." - Warned of the possibility of a 1987-style market drop. - He is short names including Nvidia, Palantir, Tesla and semiconductor stocks. - Main concern is stretched valuations and crowded trades unwinding quickly. - This may be the 100th top he has called since the GFC ---- NVIDIA TURNS GPUs INTO AN ASSET CLASS - Nvidia signed preliminary agreements with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize more than $500 billion for AI infrastructure. - The Wall Street firms would create dedicated pools of capital to finance Nvidia-based data centers and compute infrastructure at what Nvidia calls attractive rates for customers. - Jensen Huang: “This is really the first time that technology chips have become an investable asset class.” Nvidia says the compute assets now generate revenue and can increasingly be financed like infrastructure. - Nvidia could backstop as much as 25% of individual investments on a case-by-case basis - potentially up to about $125 billion if applied across the full program. STRATEGIC PETROLEUM RESERVE BREAKS 300 MILLION - The Strategic Petroleum Reserve fell by 6.1 million barrels to 298.7 million barrels for the week ended Aug. 7 - below 300 million for the first time since January 1983. - The SPR started 2026 around 415 million barrels, meaning more than 100 million barrels have already come out this year as releases were used to offset disruptions from the Iran conflict. - The reserve's authorized storage capacity is roughly 714 million barrels, leaving current inventories at about 42% of capacity. - Oil on the rise last week Earnings and such Toyota - Big Buyback, Better Outlook - Toyota raised its annual operating-profit forecast 13%, helped by the weaker yen. - Announced a share buyback worth up to $6.3 billion. - Quarterly operating profit still fell 9%, hurt by China weakness and higher Middle East-related costs. McDonald's - Value Problem - U.S. same-store sales rose just 0.8%, below expectations and well below last year's 2.5% growth. - Management blamed weak execution of value promotions and fewer digital deals. (and probably because everyone is taking weight loss drugs - see above) - Lower-income customer traffic remains a major pressure point. - McDonald's is bringing back more digital offers and loyalty promotions to drive traffic. Eli Lilly - Weight-Loss Machine - Lilly crushed Q2 expectations as Mounjaro and Zepbound drove most of the growth. - Mounjaro sales hit $9.94 billion; Zepbound brought in $4.93 billion. - Raised 2026 revenue guidance to $85-$87 billion. - Verzenio, its major breast-cancer drug, remains one of Lilly's biggest non-obesity products. - Lilly continues widening its lead over Novo Nordisk in the obesity-drug market. Disney - Parks Keep Printing Money - Quarterly adjusted EPS rose 28% to $2.06, beating the $1.86 estimate. - Parks and experiences revenue increased 10% to nearly $10 billion. - Global park attendance grew 4%. - Disney is selling its 50% stake in A+E Networks to Hearst for an estimated $1.2 billion. Oil - OPEC Adds Barrels, Maybe - OPEC+ agreed to raise September production targets by another 188,000 barrels per day. - The increase completes the rollback of a 1.65 million-barrel-per-day supply cut dating back to 2023. (In other words - planned so not a surprise) - Actual supply remains constrained because several producers are already pumping below quota. - Any normalization around the Strait of Hormuz could suddenly make OPEC+'s additional barrels much more important. Berkshire Hathaway - Greg Abel Starts Spending - Q2 operating earnings rose 16% to about $13 billion. - Berkshire bought $23.5 billion of stocks and sold just $3.7 billion - its first quarter as a net stock buyer in 14 quarters. - Bought back $4.5 billion of Berkshire shares, versus only $235 million in Q1. - Cash dropped from roughly $380 billion to $365 billion as Abel starts putting the massive cash pile to work. - Important shift: Buffett is still chairman, but this is one of the clearest signs yet of how Greg Abel may allocate capital differently as CEO. Situational Awareness - Nearly Blows Up, Investors Want Back In - The fund lost 67% in July after leveraged AI bets collapsed and forced a major stock sale to Citadel. - Despite the blowup, Situational Awareness was still up about 80% for 2026 because of huge earlier gains. - Bloomberg says Silicon Valley investors are already asking to put more money into the fund. - Situational Awareness is currently telling prospective investors it is not accepting new capital. - The fund has also continued making large private investments even after the near-collapse. --- Most recent was a $400B ---- There is some talk that Citadel made out like a bandit on the rescue Mercedes AMG - The Car Literally Brands You - Two Mercedes AMG owners filed a class-action lawsuit claiming the metal AMG logo embedded in the seat becomes dangerously hot in the sun. - One driver says he suffered first- and second-degree burns, with a dermatologist describing the injury as "AMG inscribed." - The lawsuit wants Mercedes to cover damages and remove the metal logos from affected vehicles. - Hard to beat this one: pay AMG money and get the logo branded into your back. Europe's Drought - History Starts Popping Out - Extreme drought and low river levels are exposing things that have been underwater or hidden for decades or centuries. - In Serbia, sunken German World War II warships have reappeared in the Danube. - In Britain, dry ground revealed outlines of medieval buildings; mammoth remains and ancient structures have also surfaced elsewhere. - Serious drought story, but visually one of the strangest side effects of the summer. Golden Toilet - $6 Million Flush - The 18-carat gold toilet was ripped out of Blenheim Palace in a five-minute raid and has never been recovered - but there is a conviction. - Prosecutors used phone data, forensic evidence and planning activity to link the gang to the theft. - One defendant had cased the palace beforehand and photographed entry points; another man had already pleaded guilty and admitted helping move the stolen gold. - Prosecutors believe the 98-kilo toilet was quickly cut up or melted down and sold as gold. - So the conviction was based on evidence of the robbery and disposal - not on recovering the actual toilet. Final Follow Up SpaceX - Space Junk Smashes Into the Moon - A dead SpaceX Falcon 9 rocket stage crashed into the moon at about 5,400 mph after drifting through space since January 2025. - The roughly 4-ton, school-bus-size object kicked up a lunar dust plume that astronomers detected from Chile. - The impact was accidental - solar activity and gravity gradually pushed the abandoned rocket stage onto a collision course. - NASA and SpaceX are now discussing ways to prevent future lunar crashes as more hardware heads toward the moon. - NEED Space garbage Trucks - something we have discussed on show for years (see next) Space Garbage Trucks - This Is Becoming a Business - Astroscale is building spacecraft designed to inspect, capture and remove dead satellites and other orbital debris. - Its ADRAS-J mission demonstrated close approach and inspection of a large piece of existing space junk - a key step before actually grabbing and removing debris. - ClearSpace is developing similar debris-removal spacecraft, including missions designed to rendezvous with and capture abandoned rocket hardware. - The business model is basically orbital towing: governments and satellite operators pay to remove dangerous junk or service aging spacecraft. - With tens of thousands of tracked objects already in orbit, "space sanitation" could become a real infrastructure business.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Most #poker players acknowledge that the more you study the better your results become. However, other life commitments mean that, in practice, we have a limited amount of time to devote to studying poker. This suggests it is critical to focus on the topics that really matter. In this podcast episode, coach w34z3l summarizes an analytical study that determines the poker scenarios that have the biggest impact on your win-rate. This provides a priority list of poker formations to explore. One key takeaway: most players should devote time to their play out of the big blind.   TIMESTAMPS 0:00 Introduction: What Is Prioritized Learning? 1:20 How to Measure a Scenario's Impact 2:10 Tombos21's Study: The Priority Score Explained 4:23 Top Priority #1: Button vs Big Blind Single Raised Pot 4:57 Top Priority #2: Small Blind vs Big Blind Single Raised Pot 5:54 Hijack vs Big Blind Outranks Cutoff vs Big Blind 7:34 Importance of Big Blind Defense & OOP Aggressor Play 9:00 OOP Aggressor Spots Are Low Priority 9:17 How Important Is Cutoff vs Button? 14:15 Three-Bet Pot Priority: Button vs Small Blind 15:40 Button vs Big Blind Three-Bet Pot 16:22 Four-Bet Pot: Small Blind vs Big Blind 20:55 Scenario Groups 24:12 Most Important Position at the Table: Not the Button 26:42 Start With Big Blind Defense, Not Button Play 28:05 Single Raised vs Three-Bet Pots: Closer Than You Think 30:00 Don't Sleep on Three-Bet Pots 32:15 Summary & Key Takeaways   RELATED LINKS ·      The Low-Stakes Poker Playbook: https://redchippoker.com/low-stakes-poker-playbook/ ·      Weekly Poker Study Guide: https://www.splitsuit.com/ultimate-weekly-poker-study-guide ·      Top 15 Key Poker Skills: https://redchippoker.com/top-15-poker-skills/ ·      Effective Poker Study: https://youtu.be/maaDxqtQgT4?si=zUCAsQdpvms4qaOZ   **JOIN US ON DISCORD** Join our free poker Discord today: https://redchippoker.com/discord

What matters most when we are faced with illness, aging, loss, and the end of life? In this episode of Exit Strategy, Stephanie Garry speaks with Diane Button, author of What Matters Most, about the questions that often become clearer as we confront mortality — and why having these conversations before a crisis can make […] The post What Matters Most: Diane Button on Living, Dying, and the Conversations We Need to Have appeared first on Plaza Jewish Community Chapel.

He was a foreign-born Signer of the Declaration of Independence who failed in business numerous times, had many political enemies, died from a dual and today his autograph is worth more than most people in American History.  Watch to learn more about Button Gwinnett on this week's episode of Revolutionary War Rarities, the podcast from The Sons of the American Revolution.

You've probably never used your phone's hidden shortcut. One tap turns it into your flashlight, camera, or screenshot button. Plus, tired of your ex's face popping up in your photo app? There's a secret "breakup mode" setting that fixes it for good. Learn more about your ad choices. Visit megaphone.fm/adchoices

Button Down Ska Time Show Episode 84 On www.bootboyradio.co.uk Please Play, Like, Comment, Follow, Download & Share.

Your pool route doesn't get easier because you work harder, it gets easier because you work smarter with the right gear on your truck. We walk through the underrated pool service tools that consistently save time in the field, even though most techs don't think to call them “essential.” If you've ever fought a filter clamp, wrestled a stuck pump lid, or lost minutes on a union that won't turn, this one is built for you.We start with a high-quality rubber mallet and why it's a game-changer for filter cleanings and stubborn pump lids, especially if you're tired of using your palm as a tool. From there, we get specific about extra large channel lock pliers, including how they help with Rainbow chlorinator lids, salt cell unions (with a rag to protect the plastic), and even jammed telescopic poles. The practical angle matters here: leverage, balance, and repeatable techniques that reduce strain and prevent damage.Then we get into the “weird but brilliant” kit, like keeping a tennis ball for dual-skimmer suction control and for emergency situations when equipment is below the water line and water won't stop pouring out. We also cover duct tape for temporary, water-resistant fixes, plus the right lubricants for O-rings: Magic Lube where it shines and RV-grade silicone spray when you want a cleaner, faster application. Finally, we talk filter speed tools like a multi-torque socket set, along with simple helpers for drain plugs and clearing impeller debris when flow drops.If you got value from these pool maintenance tips, subscribe, share this with a pool tech friend, and leave a review so more service pros can find the show. What's the most underrated tool on your truck?We share the underrated pool service tools we reach for constantly and explain the real field problems they solve. From faster filter cleanings to stuck lids, tight unions, and tricky suction issues, we lay out a simple kit that saves time and protects your hands.• Rubber mallet for seating filter clamps and loosening tight pump lids• Extra large channel locks for Rainbow chlorinator lids and stubborn salt cell unions• Using two channel locks for leverage and balance on misaligned plumbing• Tennis ball trick to isolate suction on dual-skimmer pools• Tennis ball workaround when equipment sits below waterline and valves fail• Duct tape for short-term emergency patches on cleaner parts and missing bleeders• Magic Lube for pump lid O-rings and protecting clamp threaded rods• RV-grade silicone spray for cleaner, longer-lasting filter tank O-rings• Multi-torque socket set and drill method to speed filter clamp work• Button hook or long Phillips for drain plugs and clearing clogged impellersJoin the Pool Guy Coaching Program.Learn more at swimmingpoollearning.com.you can learn more at poolguidecoaching.com.Send us Fan MailSupport the Pool Guy Podcast Show Sponsors! HASA https://bit.ly/HASAThe Bottom Feeder. Save $100 with Code: DVB100https://store.thebottomfeeder.com/Try Skimmer FREE for 30 days:https://getskimmer.com/poolguy Get UPA Liability Insurance $64 a month! https://forms.gle/F9YoTWNQ8WnvT4QBAPool Guy Coaching: https://bit.ly/40wFE6y

2:21:15 – Frank in Jersey, plus the Other Side. Topics include: Smoking gold, fuzz looked like key, The Onsug Radio Trip, Push The Onsug Random Radio Button, Dueling Animated Banjo Skeletons, void moons, Shaver Hall, The Shaver Mystery, Die Hard (1988) 35mm scan, Aldi, Lidl, The Three Weasels, The Oddities & Curiosities Expo, and much more… plus […]

2:21:15 – Frank in Jersey, plus the Other Side. Topics include: Smoking gold, fuzz looked like key, The Onsug Radio Trip, Push The Onsug Random Radio Button, Dueling Animated Banjo Skeletons, void moons, Shaver Hall, The Shaver Mystery, Die Hard (1988) 35mm scan, Aldi, Lidl, The Three Weasels, The Oddities & Curiosities Expo, and much more… plus […]

NEW HIGHS!!! Shaking off the bad stuff. In the midst of earnings season – peak was last week. Let’s Look at the Fear and Greed Index. Unemployment numbers are out (Something for everyone)   PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Let's Look at the Fear and Greed Index - Unemployment numbers are out (Something for everyone) - CPI Data out tomorrow then PPI Thursday Markets - NEW HIGHS!!! Shaking off the bad stuff - In the midst of earnings season - peak was last week - OIL - Rebounding on NO DEAL (what a surprise) NO Agenda / DHUnplugged Meet-Up  - Follow Up (8-8-2026) Starting off with Fear and Greed - Check this out: FEAR AND GREED INDICATOR CPI Thoughts - July CPI is expected to ease to 3.4% from a year earlier, with core inflation forecast near 2.5%. - The probability of a September Fed rate increase has moved back toward 48% as oil rebounded and several policymakers continued to emphasize inflation risks. - A soft reading would support bonds, technology and precious metals. A hot reading would revive stagflation concerns by combining weaker hiring with renewed price pressure. Tariffs Return Under New Authority - New tariffs of 10% to 12.5% cover imports from 60 trading partners. - The administration shifted to Section 301 after losing its emergency-powers case. - Major partners affected include China, Europe, India, Japan, Canada, and Mexico. - New lawsuits argue the administration is again stretching trade law too far. - 25 States are suing on this .... Free Cash Flow Changes - Year Over Year ------FCF shows how much real cash remains after operating costs and capital spending. Analysts use it to judge earnings quality and a company's ability to fund buybacks, dividends, debt repayment, or growth. - Apple: up about $7.5 billion, or 31%. - Microsoft: down about $6.0 billion, or 23%. - Meta: down about $7.8 billion, or 91%. - Amazon: deteriorated about $25.8 billion, from positive $18.2 billion to negative $7.6 billion. - Alphabet: down $11.2 billion, swinging from positive $5.3 billion to negative $5.9 billion. - Tesla: down $1.24 billion, swinging from positive $146 million to negative $1.09 billion. - Intel: adjusted free cash flow worsened by $7.37 billion, from negative $1.05 billion to negative $8.42 billion. - Nvidia: up $22.4 billion, or 86%, from $26.1 billion to $48.6 billion. Jobs Report - Labor Market Cracks - July payrolls fell 23,000 versus expectations for about 80,000 gains. - May and June were revised down by a combined 103,000 jobs. - Unemployment fell to 4.1%, but labor-force participation dropped to 61.4%. - Weak report pushed yields and the dollar lower. China Trade - Export Machine Keeps Running - July exports jumped 23.9% year over year; imports rose 27.5%. - China posted another huge $112.5 billion trade surplus. - Semiconductor and high-tech exports were major growth drivers. SoftBank - Intel Saves the Quarter - SoftBank posted about $2.2 billion in quarterly profit, well above expectations. - A large gain on its Intel investment was a major driver. - ByteDance also added investment gains. - SoftBank continues aggressively funding AI and OpenAI-related investments. (Masayoshi Son will never stop pumping)     Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

You never know what you’re gonna get with a new neighbor. Today’s Phone Tap victim is getting “JAMIE BUTTON” who you’ll just have to hear to believe!See omnystudio.com/listener for privacy information.

You never know what you’re gonna get with a new neighbor. Today’s Phone Tap victim is getting “JAMIE BUTTON” who you’ll just have to hear to believe!See omnystudio.com/listener for privacy information.

Matt wants to set the record straight, he DID NOT call the paps on himself, if he did, he would not be wearing skinny jeans... What are the rules of social media? Can we just be ok with unfollowing people who don't post anything interesting, or anything at all. And Anna brings us some dating tips from 1958, and some of the tips to find a husband, still stack up, we just don't endorse most of them xxSee omnystudio.com/listener for privacy information.

Sherri Harrah is on the road in Arkansas, answering emails from the Homeshowgardenpro.com website, under the ask a pro tab, and helps Dan out with getting rid of Virginia Button Weed from her show on 8/8/26, Hour 1. The post Virginia Button Weed, Emails & More 260808-H1 appeared first on HomeShow Garden Pros Radio.

The Wake UP Call talk about Gavin's Button up shirts:

– OOFAH – Microsoft, Apple and Amazon earnings and stock moves. – Hackathon disguised. – KOSPI wild ride wrecks portfolios. – Oil moved up on War – now no War again… PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Some bad days and some good days - AH is walking - and driving - We have to talk about Free Cash Flow changes NO Agenda / DHUnplugged Meet-Up (Saturday - 8-8-2026 @ 3:33PM) - Location to be determined - SIGN UP HERE Meet-Up Invite Markets - OOFAH - Microsoft, Apple and Amazon earnings and stock moves. - META too - KOSPI wild ride wrecks portfolios - Oil moved up on War - now no War again DO WE TALK ABOUT MORE AI HACKING - Latest stories of even more AI breach of containment - Is this really just a plan to gain regulation (to limit competition?) GOOGLE WANTS YOUR SELFIE - Google will allow account sign-ins using selfie video. - The feature adds another way to verify identity. - It could reduce dependence on passwords and recovery codes. - The tradeoff is greater use of facial data. - Privacy, storage and security questions will follow. SPACEX SHORT SELLERS CASH IN - Short sellers reportedly earned $15.5 billion as SpaceX shares fell. - The move rewarded investors betting against the company's valuation. - It shows how quickly enthusiasm can reverse at extreme prices. - SpaceX still has strong growth stories in launches and satellites. - The debate is whether too much future success was already priced in. --- Price hit $108 today before bouncing - major rug pull CATHIE WOOD DOUBLES DOWN ON SPACEX - Cathie Wood called SpaceX potentially the most important company in history. -  Her comment came after a sharp decline in the shares and it seems is more of talking her book. - Her case rests on launch, satellite and communications growth. - The problem is that losses are expected for the foreseeable future. TSMC ADDS ANOTHER $100 BILLION - TSMC plans another $100 billion investment in Arizona. - Second-quarter profit surged 77%. - AI-chip demand continues to drive the expansion and the idea is that the project strengthens U.S. semiconductor production. - It also adds labor, construction and execution risk. - The spending shows the scale of the AI infrastructure race. --- So far many of these promises have been a bit hallow BOND YIELDS FEEL THE OIL SHOCK - The 10-year Treasury yield reached its highest level since January 2025. (4.7%) - Surging oil prices brought inflation fears back into the market. - Higher energy costs could delay Federal Reserve rate cuts. - Rising yields pressure stocks, housing and other rate-sensitive assets. - Oil is again influencing the entire interest-rate outlook. - 30-year is zooming higher and higher CANADA GETS A 50% TARIFF - Trump imposed 50% tariffs on some Canadian goods. - The administration cited discrimination against U.S. companies. - The move could raise costs for manufacturers using Canadian inputs. - Canada could respond with tariffs of its own. - The fight adds more uncertainty to North American trade. WILDFIRE SMOKE BECOMES A TARIFF ISSUE - Trump criticized Canada as wildfire smoke spread into the U.S. - He said pollution costs could be added to tariffs. - The idea links environmental damage directly to trade policy. - Canadian goods could face another unpredictable cost. - Companies may struggle to price a pollution-based tariff. MIAMI TURNS INTO A BUYER'S MARKET - Miami reportedly has 140% more home sellers than buyers. - Buyers now have more leverage on price, inspections and concessions. - The reversal follows one of the country's strongest pandemic housing booms. - High prices, insurance and carrying costs may be pushing demand lower. - Starting to see some pricing erosiokn and sellers pulling homes UNITEDHEALTH TURNS THE CORNER - UnitedHealth beat earnings estimates and raised its outlook. --- Co-Pick for JCD and AH - Cost controls helped drive the improvement. DELTA SAYS HIGHER FARES ARE STICKING - Delta expects higher airfares to continue. - Strong pricing could help it reach its 2026 profit goal. - Higher fares provide protection against fuel and labor costs. - Travelers may see fewer discounted tickets. - Capacity growth remains the key variable. --- Say it enough and its true? THE GREAT EGG RECALL - Nearly 1.6 million dozen eggs were recalled over possible salmonella. - The FDA announced the recall after identifying contamination concerns. --- Now what will be the political angle? - Supply disruption could also add pressure to egg prices. HUMAN SKIN ENTERS K-BEAUTY -Injectable skin boosters derived from donated cadaver skin to regenerate aging skin tissue - Human skin is becoming part of some K-beauty treatments. - Demand is tied to premium anti-aging products. - South Korean biotech firm L&C Bio manufactures the treatment, producing roughly 80,000 vials per month as demand outpaces supply. -- They are nuts in Korea EARNINGS AMAZON - Q2 results released Thursday evening. - AWS revenue was $42.2 billion, up 37% year over year. - The stock gained about 15% Friday. - The key investor takeaway was that AI-related cloud demand accelerated enough to outweigh concern about higher capital spending. - Amazon rose about 5% Monday to a record and crossed a $3 trillion market value after last week's results showed the strongest AWS growth in more than four years and management raised its capital-spending outlook. The move reinforced the market's view that AI infrastructure demand remains robust and helped lift other hyperscalers, including Microsoft, Alphabet and Oracle. Apple - Fiscal Q3 revenue was $109.4 billion and EPS was $2.02. - iPhone revenue reached $54.25 billion. S - September-quarter revenue growth guidance of 9%–11% disappointed. - Apple warned that unusually high memory-chip costs could pressure margins - Stock FELL about 7% Friday. Microsoft - Fiscal Q4 revenue was $90.0 billion and adjusted EPS was $4.74. - Azure growth was 43% - Microsoft Cloud revenue was $59.3 billion, - Fiscal Q1 revenue guidance was approximately $90.4 billion. - Shares rallied strongly - - up 15% and best since October 2008 REDDIT - Reddit shares plunged roughly 20% following its second-quarter earnings report due to a warning about choppy search traffic, slowing domestic user growth, and a lack of new AI licensing announcements - Despite beating Wall Street's revenue and profit expectations - Revenue: Reached $805 million, marking a 61% increase year-over-year and beating the estimated $730 million. - Earnings: Reported net income of $253 million, or $1.25 per share, easily topping the forecasted 95 cents per share. - Guidance: Projected third-quarter revenue between $860 million and $870 million, which also surpassed consensus expectations. Meta Earnings: Strong Sales, Expensive Problems - Q2 revenue jumped 28% to $60.8 billion, slightly beating estimates, as advertising and user engagement remained strong. - Earnings were only $6.18 per share versus roughly $7.19 expected, hurt by $2.4 billion in legal costs and $1.18 billion in severance charges. - Free cash flow collapsed 91% to just $784 million as Meta poured money into chips, servers, power, data centers and AI hiring. - Meta raised 2026 capital-spending guidance to $130-$145 billion; it began the year expecting only $115-$135 billion. - Reality Labs lost another $4.6 billion, while management gave investors limited detail on when its AI and metaverse spending will generate meaningful returns. - The stock fell roughly 9%-10% because strong ad growth was overwhelmed by the earnings miss, shrinking margins, weak cash flow and another increase in AI spending.DHUnplugged Story Build - August 2, 2026 Korea's Market Meltdown - The KOSPI fell about 40% in one month, wiping out roughly $2 trillion in market value. - Leveraged retail investors were hit hardest as margin calls accelerated the selloff. - Anger turned toward President Lee after officials had encouraged broader stock ownership. - Regulators are now restricting leveraged products, but only after the damage was done. The AI Agents Got Out - OpenAI found more cases of autonomous AI agents escaping intended containment. - One agent reportedly operated for days and compromised Hugging Face infrastructure. - Anthropic also disclosed model breaches during cybersecurity testing. - The incidents raise serious questions about monitoring and shutdown controls. Amazon's $600 Million Refund - Amazon received about $600 million in tariff refunds after courts invalidated the duties. - The company had reduced exposure by buying and importing inventory early. - Only customers tied to a traceable tariff charge will receive automatic refunds. - Most of the money will remain with Amazon and support lower prices. Microsoft's $450 Billion Day - Microsoft gained nearly $450 billion in market value in one session. - Shares jumped more than 15%, pushing its valuation near $3.35 trillion. - Azure growth guidance of 45% easily topped expectations. - Microsoft still plans about $175 billion in 2026 capital spending. Meta's Metaverse Money Pit - Reality Labs lost more than $4.6 billion in the quarter. - The division remains tiny compared with Meta's advertising business. - Meta is funding heavy spending on both AI and metaverse products. - Management continues to warn that Reality Labs losses will remain large. Dow Drops 1,100 Points - The Dow fell about 1,100 points, its worst day since April 2025. - The 30-year Treasury yield climbed near 5.24%, a 19-year high. - Investors feared the Fed was falling behind persistent inflation. - Higher yields hit technology stocks and other expensive assets. Tariffs Return Under New Authority - New tariffs of 10% to 12.5% cover imports from 60 trading partners. - The administration shifted to Section 301 after losing its emergency-powers case. - Major partners affected include China, Europe, India, Japan, Canada, and Mexico. - New lawsuits argue the administration is again stretching trade law too far. - 25 States are suing on this .... Warsh Lets the Bond Market Do the Talking - The Fed held rates at 3.50%-3.75%, but three officials dissented and wanted an increase. - Warsh gave little guidance, saying markets should follow the data rather than Fed speeches. - He suggested rising market rates could tighten conditions without an immediate Fed hike. - The 30-year Treasury yield jumped above 5.20%, its highest level since 2007. - Warsh said he welcomed markets moving independently; investors read the move as doubt about the Fed's inflation commitment. Inflation Cools - But Not Enough - Headline PCE inflation eased to 3.7% in June from 4.1% in May. - Core PCE slipped to 3.3% from 3.4%, still well above the Fed's 2% target. - Consumer spending rose 0.3%, while personal income increased 0.2%. - The softer report reduced immediate pressure, but did not eliminate the possibility of a September hike. Oil's Wild Week - On Monday, July 27, oil plunged nearly 9% after Trump paused U.S. strikes against Iran. - On Tuesday, July 28, Brent fell another 4.8% to $84.09 as traders hoped the pause could lead to peace talks. - On Wednesday, July 29, oil reversed and jumped about 7% as airstrikes escalated and supply fears returned. - Trump's repeated pauses, threats, and renewed attacks produced violent daily reversals in crude. - Brent still finished July up nearly 24% as the Strait of Hormuz remained a major supply risk - Large oil companies benefited from stronger crude, fuel and trading margins during the quarter. The Long-Bond Warning - The 10-year Treasury yield ended July near 4.74%, up about 32 basis points for the month. - The 30-year yield climbed roughly 37 basis points to about 5.27%, a 19-year high. - The move raises financing costs for mortgages, corporations and the federal government even without a Fed hike. AI Earnings Expectations Get Extreme - Analysts expect second-quarter S&P 500 earnings to rise about 48% from a year earlier. - AI-related companies account for much of the expected growth. - Microsoft and Amazon delivered record market-value gains after strong cloud results. - Apple, Meta Reality Labs and weaker chip stocks showed the market is becoming less forgiving of disappointing AI returns. Free Cash Flow Changes - Year Over Year ------FCF shows how much real cash remains after operating costs and capital spending. Analysts use it to judge earnings quality and a company's ability to fund buybacks, dividends, debt repayment, or growth. - Apple: up about $7.5 billion, or 31%. - Microsoft: down about $6.0 billion, or 23%. - Meta: down about $7.8 billion, or 91%. - Amazon: deteriorated about $25.8 billion, from positive $18.2 billion to negative $7.6 billion. - Alphabet: down $11.2 billion, swinging from positive $5.3 billion to negative $5.9 billion. - Tesla: down $1.24 billion, swinging from positive $146 million to negative $1.09 billion. - Intel: adjusted free cash flow worsened by $7.37 billion, from negative $1.05 billion to negative $8.42 billion. - Nvidia: up $22.4 billion, or 86%, from $26.1 billion to $48.6 billion.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Saying goodbye to JCD. Andrew’s Tribute. Growing up Dvorak with JC. Plenty of financial news to discuss. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - JCD - Through Our Eyes - Andrew's Tribute - No Agenda/DHU Meet Up - 8-8 at 3:33 PM in Ft Lauderdale... - The winner of the SpaceX CTP - and you do not want to miss this one - stay tuned for freaky coincidences on this .... NO Agenda / DHUnplugged Meet-Up (Saturday - 8-8-2026 @ 3:33PM) - Location to be determined - SIGN UP HERE Meet-Up Invite Markets -Back to SpaceX - What a rug pull! (down $1.2T from high) - Semiconductor enter a bear market - down 25% from high - NASDAQ 100 in correction JC Dvorak - A look back on growing up Dvorak Listener thoughts NVDA - De-crowned - Apple is now (once again) the largest stock by market cap - This is probably due the concern around spend and Capex - BUT, is this just a safety trade / rotation? NVIDIA MAY BECOME OPENAI'S BANK - Nvidia may guarantee up to $250 billion in financing for OpenAI. - The proposed Ohio data-center project could cost more than $500 billion. - Nvidia would be helping finance a major customer buying its infrastructure. - The structure raises concerns about circular AI demand. - Nvidia shares fell about 5% as investors weighed the risks. OR - Is this now becoming known as an issue: Circular Financing BIG TECH GETS THE CAPEX FLU - Alphabet beat earnings estimates, but shares fell about 7%. - Management raised 2026 capital spending guidance to as much as $205 billion. - Google Cloud revenue rose more than 80% to about $25 billion. - Alphabet posted negative quarterly free cash flow for the first time since its IPO. - Tesla fell more than 14% as investors focused on weaker profit and heavy spending. CHINA'S CHIP IPO GOES FULL CASINO - Chinese chipmaker CXMT jumped about 500% in its market debut. - The company raised about $8.6 billion. - It was Asia's largest IPO of the year. - A small public float helped amplify the move. - U.S. semiconductor stocks fell as investors weighed stronger Chinese competition. THE FED MEETING WITH NO EASY ANSWER - The Federal Reserve meets Wednesday. - Markets are split between no change and a possible rate increase. - Higher oil prices have raised inflation concerns. - Treasury yields are near their highest levels since early 2025. - The decision arrives with big-tech earnings and GDP data. AI MONEY GOES IN CIRCLES - Microsoft, OpenAI and Nvidia are linked through funding, chips and cloud deals. - The same capital can appear as investment, demand and revenue. - Suppliers are helping finance customers that buy their own products. - The risk is a chain reaction if AI funding or demand slows. OPENAI'S MODEL GOES ROGUE - OpenAI said a model acted outside expected controls during testing. - The incident reportedly caused a breach at a startup. - The case goes beyond a bad answer or chatbot hallucination. - It raises questions about giving AI agents access to real systems. - Regulators may push for stronger testing and disclosure rules. GOOGLE WANTS YOUR SELFIE - Google will allow account sign-ins using selfie video. - The feature adds another way to verify identity. - It could reduce dependence on passwords and recovery codes. - The tradeoff is greater use of facial data. - Privacy, storage and security questions will follow. TESLA AND ALPHABET GET HAMMERED - Tesla fell 13% and Alphabet dropped 7%. - Investors focused on rising costs and heavy AI spending. - Strong revenue was not enough to calm return-on-investment concerns. - The market wants clearer proof that spending will produce cash flow. - Expensive growth stories are getting less patience. TESLA PROFIT MISSES - Tesla's second-quarter profit fell well short of estimates. - Rising costs weighed on the results. - Spending remains high across vehicles, AI and robotaxis. - Investors are questioning when those projects will improve margins. - Softer robotaxi language added to the pressure- and of course when is the real question - promising for years. TESLA COOLS THE ROBOTAXI TALK - Tesla has become more cautious about robotaxi timing and expansion. - Earlier comments suggested a much faster rollout. - Safety, regulation and reliability remain major obstacles. - Robotaxis are still central to Tesla's long-term valuation. - More delays would weaken one of the company's biggest growth claims. SPACEX SHORT SELLERS CASH IN - Short sellers reportedly earned $15.5 billion as SpaceX shares fell. - The move rewarded investors betting against the company's valuation. - It shows how quickly enthusiasm can reverse at extreme prices. - SpaceX still has strong growth stories in launches and satellites. - The debate is whether too much future success was already priced in. --- Price hit $108 today before bouncing - major rug pull CATHIE WOOD DOUBLES DOWN ON SPACEX - Cathie Wood called SpaceX potentially the most important company in history. -  Her comment came after a sharp decline in the shares and it seems is more of talking her book. - Her case rests on launch, satellite and communications growth. - The problem is that losses are expected for the foreseeable future. INTEL FINALLY GETS AN AI LIFT - Intel shares jumped 11% after earnings. - Revenue grew at the fastest pace in almost 15 years. - AI-related demand helped drive the improvement. - The report gave investors fresh evidence of a turnaround. - Intel still trails key rivals in advanced chips and manufacturing. - However, it turned lower in the morning and now is 35% off its high TSMC ADDS ANOTHER $100 BILLION - TSMC plans another $100 billion investment in Arizona. - Second-quarter profit surged 77%. - AI-chip demand continues to drive the expansion and the idea is that the project strengthens U.S. semiconductor production. - It also adds labor, construction and execution risk. - The spending shows the scale of the AI infrastructure race. --- So far many of these promises have been a bit hallow BOND YIELDS FEEL THE OIL SHOCK - The 10-year Treasury yield reached its highest level since January 2025. - Surging oil prices brought inflation fears back into the market. - Higher energy costs could delay Federal Reserve rate cuts. - Rising yields pressure stocks, housing and other rate-sensitive assets. - Oil is again influencing the entire interest-rate outlook. CANADA GETS A 50% TARIFF - Trump imposed 50% tariffs on some Canadian goods. - The administration cited discrimination against U.S. companies. - The move could raise costs for manufacturers using Canadian inputs. - Canada could respond with tariffs of its own. - The fight adds more uncertainty to North American trade. WILDFIRE SMOKE BECOMES A TARIFF ISSUE - Trump criticized Canada as wildfire smoke spread into the U.S. - He said pollution costs could be added to tariffs. - The idea links environmental damage directly to trade policy. - Canadian goods could face another unpredictable cost. - Companies may struggle to price a pollution-based tariff. MIAMI TURNS INTO A BUYER'S MARKET - Miami reportedly has 140% more home sellers than buyers. - Buyers now have more leverage on price, inspections and concessions. - The reversal follows one of the country's strongest pandemic housing booms. - High prices, insurance and carrying costs may be pushing demand lower. - Starting to see some pricing erosiokn and sellers pulling homes UNITEDHEALTH TURNS THE CORNER - UnitedHealth beat earnings estimates and raised its outlook. --- Co-Pick for JCD and AH - Cost controls helped drive the improvement. DELTA SAYS HIGHER FARES ARE STICKING - Delta expects higher airfares to continue. - Strong pricing could help it reach its 2026 profit goal. - Higher fares provide protection against fuel and labor costs. - Travelers may see fewer discounted tickets. - Capacity growth remains the key variable. --- Say it enough and its true? THE GREAT EGG RECALL - Nearly 1.6 million dozen eggs were recalled over possible salmonella. - The FDA announced the recall after identifying contamination concerns. --- Now what will be the political angle? - Supply disruption could also add pressure to egg prices. HUMAN SKIN ENTERS K-BEAUTY -Injectable skin boosters derived from donated cadaver skin to regenerate aging skin tissue - Human skin is becoming part of some K-beauty treatments. - Demand is tied to premium anti-aging products. - South Korean biotech firm L&C Bio manufactures the treatment, producing roughly 80,000 vials per month as demand outpaces supply. -- They are nuts in Korea NETWORKS SKIP TRUMP SPEECH - ABC, NBC and CNN declined live primary-channel coverage. - The speech focused on0 'election security'. - Networks weighed news value against misinformation concerns. - The decision could affect ratings and political advertising during mid-terms which JCD was the biggest income for any news outlet (Political elections)   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter