Podcasts about Caterpillar

Ram is bearish on equities, oil is keeping the Fed frozen, and Bitcoin is holding up anyway. The hosts debate whether crypto has bottomed or whether worse is still ahead. --- Thanks to our sponsor, Nexo! ---- Three weeks into the Iran conflict, oil is keeping inflation elevated, rate cuts are getting pushed out, and hedge funds are being forced to sell good names just to reduce exposure. So why is Bitcoin holding up?  Ram sees a market on the right shoulder of a bubble, with industrials like Caterpillar at 35x earnings and no real capitulation yet in equities or private credit. Chris is watching trading desks pick up the “short-gold, long-Bitcoin” trade, and sees Ethereum's fundamentals quietly strengthening. Austin wants to know what happens to DeFi the day a major stablecoin gets compromised on a censorship-resistant chain with no network-level controls.  And all three are asking the same question investors need answered now: does the Iran conflict end fast enough to stop oil from triggering a true inflationary regime, or is a harder correction still ahead? Hosts: ⁠⁠⁠⁠⁠Ram Ahluwalia⁠⁠⁠⁠⁠, CFA, CEO and Founder of Lumida ⁠⁠⁠⁠⁠Austin Campbell⁠⁠⁠⁠⁠, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting ⁠⁠⁠⁠⁠Christopher Perkins⁠⁠⁠⁠⁠, Managing Partner and President of CoinFund Learn more about your ad choices. Visit megaphone.fm/adchoices

Caterpillar is one of the most recognizable industrial brands in the world; but even iconic brands face challenges when it comes to modern social media. In this episode of The Kula Ring, Jeff White and Carman Pirie are joined by Jenni Gritti, Senior Marketing Communications Consultant at Caterpillar, to explore how industrial brands can create social content that truly resonates. Jenni breaks down how Caterpillar approaches different audiences across platforms, why educational entertainment consistently outperforms promotional content, and how data and split testing guide every decision. The conversation also dives into AI's growing impact on social media, the rise of “AI slop,” the importance of human authenticity, and why reuse and repurposing are not only acceptable—but essential. This episode is packed with practical insights for industrial marketers at any stage of maturity.

Looking into the VIX during times like these, Caterpillar and other construction stocks, Next event is Pints and Portfolios in Sunnyvale on Saturday April 18th 11:30am to 1:30pm sign up for exact location

Looking into the VIX during times like these, Caterpillar and other construction stocks, Next event is Pints and Portfolios in Sunnyvale on Saturday April 18th 11:30am to 1:30pm sign up for exact locationSee omnystudio.com/listener for privacy information.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen völlig verrückten Wochenstart an den Märkten, einen durchwachsenen Börsengang in Frankfurt und einen deutschen Maschinenbauer mit Zoll-Resilienz. Außerdem geht es um Alphabet, Amazon, American Airlines, Amgen, Apple, Barrick Gold, Biontech, Caterpillar, Chevron, Cisco, Coherent, ConocoPhillips, Corteva, CSG, Deere, Delta Air Lines, Echostar, Eli Lilly, ExxonMobil, Freeport-McMoRan, Gabler Group, Gea, HP Enterprise, Intuitive Surgical, Johnson & Johnson, Live Nation Entertainment, Lumentum, Meta, Microsoft, Mosaic, Newmont, Nordisk, Novo Nordisk, Nuccor, Nvidia, Occidental, Oracle, Pfizer, Powerus, Southern Copper, Southwest, T-Mobile, ThyssenKrupp, TKMS, United Airlines, Verizon, Vertiv, VW, Walmart. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

What the if you got zapped by a shrink ray while walking past the physics department and your only hope of survival was convincing a colony of ants to take you in? Lycaenid butterfly caterpillars have been pulling this con for millions of years, hacking ant colonies with fake chemical IDs and rhythmic vibrational passwords to sneak past the bouncers. Once inside, some get the royal treatment in ant kindergarten while others take a much darker approach to fitting in that you really need to hear to believe. Based on "The Password That Lets Caterpillars Hide in an Ant's Lair" by Rebecca Zambach, published in The New York Times. https://www.nytimes.com/2026/02/25/science/caterpillar-ant-language.html?unlocked_article_code=1.R1A.pFPA.7vXnChlDK6D8&smid=url-share --- Find out more about Gaby's science fiction short story! Here are the links for the anthology. The physical copy can be ordered here : https://www.neonhemlock.com/books/luminescent-machinations-queer-tales-of-monumental-invention The ebook can be ordered here: https://www.neonhemlock.com/ebooks/luminescent-machinations-queer-tales-of-monumental-invention

Click here to Shop Affirmation Decks, Oracle Decks, and more! Use Promo code: RCPODCAST20 for 20% off your first order!   Today's Power Affirmation: When I slow down, I feel alive. In stillness, I learn how to fly.   Today's Oracle of Motivation: As you twirl in this experience and the fast-paced days tug your dress, remember that the race is not real. There is no competition. All that matters is that you, so beautiful in your sparkles, only hit the throttle in areas of life that call you to dance. Especially if it means naps by the river, sunsets on the hill, and bear hugs for daysss. Be still, caterpillar. Only in stillness will you learn how to fly. Inhale. Exhale. Jive! Neverland awaits!   Designed to Motivate Your Creative Maniac Mind The 60-Second Power Affirmations Podcast is designed to help you focus, affirm your visions, and harness the power within your creative maniac mind! Join us daily for a new 60-second power affirmation followed by a blast of oracle motivation from the Universe (+ a quick breathing meditation). It's time to take off your procrastination diaper and share your musings with the world!   For more musings, visit RageCreate.com     Leave a Review & Share! Apple Podcast reviews are one of THE most important factors for podcasts. If you enjoy the show, please take a second to leave the show a review on Apple Podcasts! Click this link: Leave a review on Apple Podcasts Hit “Listen on Apple Podcasts” on the left-hand side under the picture. Scroll down under “Ratings & Reviews” & click “Write A Review” Leave an honest review. You're awesome!  

Alissa Coram and Justin Nielsen walk through Monday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on Investing Simplified, Matt Sudol and Matt Mai discussed recent global events and their impact on market volatility. With ongoing geopolitical tensions, particularly those involving Iran and Venezuela, the hosts explained that while markets may initially react to uncertainty, they typically stabilize as the effects become clear. Oil price fluctuations and their influence on company costs were highlighted, as well as the importance of resisting emotional reactions and maintaining a balanced, diversified portfolio. The show emphasized that decisions should be driven by thoughtful planning, not market fear, and encouraged listeners to review their own allocations, including international exposure and sector weightings, especially in times of uncertainty.The episode also addressed the difference between growth and value stocks using Caterpillar's performance as an example and provided insight into the fixed-income space, particularly bonds and their credit quality, duration, and potential tax benefits. Whether considering corporate, government, or municipal bonds, the hosts stressed the importance of consulting tax and financial professionals before making investment decisions.Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That's why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you're a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation

Scott Wapner and the Investment Committee discuss the state of the markets following three days of selling. The experts detail their latest portfolio moves. Calls of the Day include Tesla, Caterpillar, PulteGroup, and Corning. Mo Assomull, Morgan Stanley Global Co-Head of Investment Banking, joins in a Halftime exclusive. CNBC Senior Markets Commentator and Overtime Co-Anchor Michael Santoli gives his Midday Word. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks resumed their decline Thursday after a one-day respite as concerns over the Iran war flared up again with U.S. crude topping $80 per barrel.The Dow Jones Industrial Average declined 784.67 points, or 1.61%, to 47,954.74. The S&P 500 fell 0.56% to 6,830.71, while the Nasdaq Composite dipped 0.26% to 22,748.99. The stock sell-off was led by Boeing, Caterpillar and other names that stand to lose the most if the global economy slows.Oil prices jumped, with West Texas Intermediate crude futures surpassing $80 per barrel in the afternoon to hit its highest level since July 2024, after Iran said it hit an oil tanker with a missile. It settled up more than 8% at $81.01 a barrel. International benchmark Brent crude futures settled nearly 5% higher at $85.41 per barrel. SPI down 125 - Commodities under pressure.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

If Disneyland is the Happiest Place on Earth, then Fantasyland is in Marty Sklar's words, "The Happiest Kingdom of Them All". He goes on to say that "Here in the 'happiest kingdom of them all,' you can journey with Snow White through the dark forest to the diamond mine of the Seven Dwarfs; flee the clutches of Mr. Smee and Captain Hook with Peter Pan; and race with Mr. Toad on his wild auto ride through the streets of old London Town. Dumbo, the elephant with aerodynamic ears, will take you on a flight high above Fantasyland, while the haughty Caterpillar of Alice in Wonderland carries you down the Rabbit Hole into the ...Tulgey Wood. In colorful Dutch canal boats or the Casey Jr. Circus train, you'll journey through Storybook Land to see the homes of the Three Little Pigs, Pinocchio's Village, and Cinderella's Castle." Join us as we see those inspirational nuggets that are found throughout the sprawling grounds of Fantasyland, From Sleeping Beauty Castle to the majestic and might Matterhorn Mountain. We'll check out some fantastic details few see, and we'll hear some stories you may not have heard before--many of which truly are the inspiration for the joy found at Disneyland. Join us during Disneyland's 70th Anniversary for Fantasyland--The Happiest Kingdom of Them All. And stay tuned at the end, I will give you a peak at a new offering available to those who Wish Upon a Star! ___________________________________________________ Disney Insights YouTube Page--Check it out and subscribe. DisneyInsights.com--So many resources at our home site. Be sure to subscribe to receive notice of upcoming podcasts. Disney Insights Facebook Page--Come join and interact in conversation with others. My newest book, A Century of Powerful Disney Insights, Volume I 1923-1973, The Walt & Roy Disney Years is available!  Also, check out my two of my other books, The Wonderful World of Customer Service at Disney and Disney, Leadership and You.  Also, for those examining other business benchmarks beyond Disney, check out Lead with Your Customer: Transform Culture and Brand Into World-Class Excellence. _______________________________________________________ Check out Zanolla Travel to book your next vacation! David & Leah Zanolla ZanollaTravel.com Owner/Agents (309) 863-5469 _________________________________________________________ Performance Journeys This podcast and post is provided by J. Jeff Kober and Performance Journeys, which celebrates more than 20 years as a training and development group bringing best in business ideas through books, keynotes, workshops, seminars and online tools to help you take your organization to the next level. Want a Keynote Speaker? More than just nice stories, I offer proven insight and solutions having worked in the trench. Need Consulting? I've worked for decades across the public, private and non-profit arena.  Need Support? We offer so many classroom, online, and other resources to help you improve your customer service delivery, leadership excellence, and employee engagement. Contact us today, and let us help you on your Performance Journey!

Caterpillar a VRAIMENT lancé un pickup ?!TORQ - Épisode 536Caterpillar a dévoilé ce qui ressemble à son tout premier pickup au salon ConExpo 2026 à Las Vegas… mais est-ce vraiment un “vrai” camion CAT ?

If you watched President Trump's recent State of the Union address, you probably heard about the new Trump accounts, also known as 530A accounts. In this episode, I break down how these tax-advantaged investment accounts are designed to work, who qualifies, and—just as importantly, what we still don't know. There's been a lot of excitement, especially around the $1,000 seed money for eligible children. But before you rush to open one, there are several unanswered questions that deserve your attention.   What Are Trump Accounts—and Who Qualifies? Trump accounts were introduced under the 2025 "Big Beautiful Bill Act" and are designed to help U.S. children build long-term wealth. Parents, grandparents, and others can contribute up to $5,000 per year per child until age 18. To jumpstart participation, children born between January 1, 2025, and December 31, 2028, are eligible for a $1,000 federal seed contribution. Unlike a Roth IRA, these accounts do not require earned income to contribute. That's a major difference. Most children can't fund retirement accounts because they don't have income. These accounts are meant to give them a head start from birth. To qualify, a child must be a U.S. citizen, have a valid Social Security number, and be under age 18. Parents can apply either by filing IRS Form 4547 with their 2025 tax return or by visiting trumpaccounts.gov.   You'll Want to Hear This Episode If You're Interested In… [01:00] How the $5,000 annual contribution limit works [01:45] Why these accounts don't require earned income [02:35] How to open an account through your tax return or online [03:00] The upcoming authentication process in May 2026 [03:40] Whether you can invest in individual stocks like Nvidia or Tesla [04:30] Why Treasury guidance suggests broad index funds instead [05:10] Whether billions in seed money could move the stock market [06:00] Which financial institutions may (or may not) offer these accounts [07:45] Potential gift tax filing requirements for contributions [08:45] How withdrawals at age 18 might be taxed   The Investment Confusion and Market Impact One of the biggest points of confusion right now is how the funds will actually be invested. The Trump accounts website shows mockups featuring individual stocks like Nvidia, Caterpillar, Home Depot, and Tesla. That certainly grabs attention. But Treasury guidance suggests investments may be limited to broad U.S. equity index funds or mutual funds, not individual stocks. If that holds true, I actually think that may benefit most investors. Broad-based index funds have historically outperformed many individual stock pickers over time. But it's important to understand what you're signing up for before you contribute. Another question I address is whether these accounts could meaningfully impact the stock market. With over 3 million sign-ups already, the initial $1,000 seed funding could total more than $3 billion. Add in private contributions and potential employer matches, and that number could grow to $7–8 billion invested when markets reopen after July 4. That sounds significant, but compared to total daily trading volume, it's less than 2%. It may provide a small positive impact, but it's unlikely to cause a dramatic market surge.   Taxes, Custodians, and the Big Unknown at Age 18 There are still major tax questions. Because contributions are considered gifts and the child doesn't have immediate access to the funds, this could create gift tax reporting complications. Even if contributions fall under the $19,000 annual exclusion (for 2026), a gift tax return may still be required due to the lack of "present interest." Then there's the big question: how will withdrawals be taxed at age 18? There's no upfront deduction for contributions, which means this isn't structured like a traditional IRA. But it's also not clearly a Roth. My expectation is that only the gains will be taxed, but we don't yet know whether that will be ordinary income or capital gains. Until we get final guidance, I strongly believe record-keeping will be critical. Track contributions carefully. If custodians change or records are lost, your child could face unnecessary tax complications later. For now, here's what we do know: if your child, or a grandchild, niece, or nephew, qualifies for the $1,000 seed money, make sure the account gets opened. Even with unanswered questions, that initial funding is meaningful.   Resources Mentioned TrumpAccounts.gov RetireWithRyan.com Retirement Readiness on Demand Discount Code: RETIRE99 Connect With Ryan Subscribe to the Retire With Ryan YouTube Channel Download my entire book for FREE

Artificial intelligence is shaking up the stock market — and if you’re in retirement or thinking about retirement, you need to understand what it means for your portfolio. On this week’s episode of The Financial Hour of The Tom Dupree Show, hosts Tom Dupree Jr., James Dupree, and Mike Johnson break down how a single AI research report triggered a major Nasdaq sell-off, why “HALO” stocks are emerging as the safe haven trade for retirement investors, and how a dividend income strategy provides the stability that pure growth investing simply cannot match during volatile markets. With the Nasdaq down nearly 2.75% year to date and the Dow dropping over 645 points in a single session, the team at Dupree Financial Group explains how their income-focused approach and hands-on research process has helped client portfolios outperform the major indices — with significantly less risk. How One AI Research Report Rattled the Entire Market The week’s biggest market story centered on a research report from Rinni, a small boutique research firm, that painted a grim picture of AI-driven economic disruption. Written from the perspective of 2028, the report described a scenario where AI causes mass white-collar layoffs, creating a self-perpetuating economic spiral with no natural correction mechanism. As Mike Johnson explained on the show: “It was well written, and it was probably written by AI. Essentially AI causing mass layoffs, white collar jobs specifically, and causing a vicious cycle in the economy where there’s no self-correcting mechanism that you have with a normal economic downturn.” The report called for a potential 38-40% market decline, and the reaction was swift — particularly in expensive technology stocks that had been treated as safe havens for the past several years. James Dupree noted what this reveals about market psychology: “What it shows is how sensitive the market is right now, especially in some of these expensive areas of the market. The big tech companies were considered the safe haven for the last several years. Now you’re seeing the flip side of that.” This kind of volatility is exactly why working with an advisor who does independent research matters. Unlike large national firms where you may be assigned an investment counselor following a one-size-fits-all model, Dupree Financial Group conducts its own research and gives clients direct access to their portfolio managers — the same people making the investment decisions. Why History Says AI Won’t Destroy the Economy While the Rinni report spooked markets, the Dupree Financial team took a longer view — one informed by decades of watching technological disruption play out in real time. Mike Johnson put the situation in historical context: “You look back historically on what’s happened when you’ve had new technology disrupt an economy. You have upheaval in certain markets, but the unemployment rate has not gone up since you’ve had these displacements.” From farming equipment to spreadsheets replacing bookkeepers to e-commerce disrupting brick-and-mortar retail, the pattern has been consistent: displaced workers move to other industries, and companies become more efficient and more profitable. As an investor, that increased profitability is ultimately what drives returns. The team also drew parallels to the dot-com bubble of the late 1990s — noting that while some technology companies will thrive, others building out AI infrastructure at enormous cost may see those investments fail to generate returns. This potential destruction of capital is a real risk for investors who chase momentum without understanding the underlying business. HALO Stocks: The New Safe Haven for Retirement Portfolios One of the most actionable insights from this episode is the emergence of the “HALO” investment framework — Heavy Asset, Low Obsolescence. These are companies that, as Tom Dupree put it, “you can’t AI out of existence.” HALO stocks include sectors like oil and gas, physical real estate, grocery stores, telecom companies, and industrial manufacturers like Caterpillar and Cummins. These companies own tangible assets and operate businesses that require a physical presence regardless of what happens in the virtual world. Tom offered a memorable perspective on why the physical world will always hold value: “The physical world has to exist and be maintained regardless. Everybody that is betting on AI in such a big way, it’s like betting on the side bet in a bigger way than on the actual game.” This HALO approach has been a significant contributor to Dupree Financial Group’s portfolio performance this year. Understanding how this investment philosophy works — owning individual stocks in carefully researched companies rather than being packaged into mutual funds — is one of the key differences between personalized investment management and the mass-market approach used by larger national firms. Dividend Income vs. Pure Growth: Why It Matters When You’re Taking Withdrawals Perhaps the most important segment for anyone in retirement or approaching required minimum distributions was the team’s detailed comparison of income-focused investing versus pure growth strategies. Mike Johnson broke down the math clearly: “With an RMD, you have to take X amount out every year. From a pure growth perspective, you have no idea what the price is gonna be over the course of that year. But by having an income focus, we can say with better conviction and better certainty what’s gonna be generated from income over this year.” The key insight is this: if your portfolio’s dividend income matches or exceeds your required withdrawals, the price of the underlying stocks becomes less critical in the short term. You’re not forced to sell into a down market. With a pure growth approach — even a traditional 60/40 allocation — you may have to sell stocks or bonds at unfavorable prices just to meet your distribution requirements. This is the kind of personalized portfolio analysis that makes a real difference for people in retirement. It’s not a one-size-fits-all allocation model — it’s a strategy built around your specific income needs and withdrawal requirements. The Hidden Risks of High-Yield Covered Call Funds The team also issued a timely warning about a popular product category that may look attractive on the surface: covered call funds with sky-high stated yields. James Dupree highlighted one particularly egregious example: “There’s one fund called Yield Max that had a 114% listed dividend. The fund is just gonna go down for the most part.” Mike Johnson explained why: “That’s the difference between a synthetic yield versus a real yield. A real yield of a company where the dividend comes from the earnings — that’s a real dividend.” If you’ve been living off a covered call fund’s “dividend” while the share price steadily declines, you’ve essentially been spending your principal without realizing it. This is a critical distinction that many investors — and even some advisors at large national firms — fail to make clear. FINRA’s investor education resources can help you understand the difference between income sources in various fund structures. Key Takeaways from This Episode A single AI research report from Rinni triggered a significant Nasdaq sell-off, exposing how sensitive expensive tech stocks have become to disruption narratives. History consistently shows that technological disruption displaces workers into new industries while making companies more efficient and profitable — not the doomsday scenario some predict. HALO stocks (Heavy Asset, Low Obsolescence) — including oil, real estate, grocery, telecom, and industrials — have emerged as the new safe haven trade and are driving strong portfolio performance. Dividend income strategies provide retirees with greater certainty around withdrawals than pure growth approaches, especially when required minimum distributions are in play. High-yield covered call funds with eye-popping stated dividends may actually be returning your own capital — not real income from company earnings. The 10-year Treasury yield dropping below 4% confirms that U.S. government bonds remain a safe haven during market sell-offs. Mortgage rates approaching 5.75% could help housing markets, but alone won’t solve the fundamental supply and affordability challenges facing homebuyers. Conducting thorough research on individual companies — rather than chasing momentum or buying based on headlines — remains the foundation of sound retirement investing. Frequently Asked Questions What are HALO stocks and why do they matter for retirement investors? HALO stands for Heavy Asset, Low Obsolescence. These are companies that own physical assets and operate businesses that cannot be replaced by artificial intelligence — think oil companies, real estate, grocery stores, telecom providers, and industrial manufacturers. For retirement investors, HALO stocks offer stability because their core business models are not at risk of technological disruption, making them a reliable component of an income-focused portfolio. How does a dividend income strategy protect my retirement withdrawals? When you’re taking required minimum distributions or regular withdrawals in retirement, a dividend income strategy means your portfolio generates cash from company earnings regardless of what stock prices do in any given year. This means you’re less likely to be forced to sell holdings at a loss just to meet your withdrawal needs — a risk that pure growth strategies carry during market downturns. Are covered call funds safe for retirement income? Not necessarily. While covered call funds may advertise attractive yields — sometimes exceeding 100% — the “dividends” often come from capital gains or options premiums rather than actual company earnings. Over time, many of these funds experience significant price declines, meaning investors are effectively spending their principal. It’s important to understand the difference between a synthetic yield and a real dividend backed by company cash flow. Will AI cause a stock market crash? While AI disruption is real and will create winners and losers across industries, historical precedent suggests that technological change tends to make the overall economy more productive rather than destroy it. Workers displaced by new technology historically move into new roles and industries. The bigger risk for investors is overpaying for AI-related companies that fail to generate returns on massive capital expenditures — similar to what happened during the dot-com era. How is Dupree Financial Group positioned during this market volatility? The team has been proactively raising cash and bond positions in client portfolios, which helped cushion the recent sell-off. Combined with holdings in HALO stocks, dividend-paying companies with conservative balance sheets, and Treasury positions that benefit from safe haven flows, client portfolios have outperformed the major indices year to date with significantly less volatility. You can listen to more market commentary or schedule a consultation to learn more. Don’t Guess — Know What You Own and Why You Own It As Tom Dupree said during the show: “The key isn’t timing the market. It’s understanding what you own and why you own it.” If you’re in retirement or thinking about retirement and you’re not sure whether your portfolio is built to generate reliable income — or if you’re wondering how AI disruption could affect your holdings — the team at Dupree Financial Group is here to help. With 47 years of investment experience, personalized separately managed accounts, and direct access to your portfolio managers, you’ll get the kind of hands-on attention that large national firms simply can’t provide. Schedule your complimentary portfolio review today: Call (859) 233-0400 Visit dupreefinancial.com Book directly at dupreefinancial.com/book Dupree Financial Group is a registered investment advisor (RIA). All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The information provided in this blog post and podcast episode is for educational purposes only and should not be considered personalized investment advice. Please consult with a qualified financial advisor before making investment decisions. The post AI Market Disruption, the HALO Investment Strategy, and Why Dividend Income Still Wins for Retirees appeared first on Dupree Financial.

C'est presque la dernière étape dans la réaffectation du site Caterpillar à Gosselies. La zone centrale de 40 hectares sera dédiée à la logistique. Trois candidats ont déposé une offre. Décision attendue dans les prochains jours. Engie entrouvre un tout petit peu la porte à une prolongation de deux réacteurs nucléaires pour dix ans supplémentaires. Le coût du démantèlement des anciennes centrales pèse lourd dans les négociations avec le gouvernement. Angèle a sorti un nouveau single cette nuit, après un événement à Bruxelles. Question de rappeler au fisc français qu'elle est bien belge. On fera le point sur son business. Le Brief, le podcast matinal de L'Echo Ce que vous devez savoir avant de démarrer la journée, on vous le sert au creux de l’oreille, chaque matin, en 7 infos, dès 7h. Le Brief, un podcast éclairant, avec l’essentiel de l’info business, entreprendre, investir et politique. Signé L’Echo. Abonnez-vous sur votre plateforme d'écoute favorite Apple Podcast | Spotify | Podcast Addict l Castbox | Deezer | Google PodcastsSee omnystudio.com/listener for privacy information.

DOD – Disrupter Disrupters China markets reopening after Lunar New Year Mexico Cartel Wars Refunds requested for the illegal tariffs 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? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - The CTP for Caterpillar announced - DOD - Disrupter Disrupters - China markets reopening after Lunar New Year - Mexico Cartel Wars (Jalisco) Markets - Mortgage Rates - looking good! - Tariffs found illegal - that is not stopping anything - Refunds requested for the illegal tariffs - Monday's big drop and AI taking a bite out of stock prices Tariffs - First, who actually knows what is going on. 100% chaos - Supreme court ruled illegal (6-3) - 10% flat across all countries immediately added - Wait a day and make that 15% - FedEx seeks refund for illegal IEEPA tariffs imposed by Trump after the Supreme Court ruled Trump's tariffs exceeded authority - Numerous lawsuits expected for IEEPA tariff refunds - Apple has spent more than $3 billion on tariffs since President Donald Trump enacted his trade policies. What about that? (HOW TO FIGURE OUT WHO GETS THE REFUND) --- Estimate that $175B tariffs have been collected alreay - A group of 22 U.S. Senate Democrats on Monday introduced legislation that would require President Donald Trump's administration to fully refund within 180 days all of the revenue, with interest, collected from tariffs struck down by the U.S. Supreme Court. - The legislation would require the Customs and Border Protection agency, which collects tariffs at U.S. ports of entry, to prioritize small businesses. - The U.S. Customs and Border Protection agency said it will halt collections of tariffs imposed under the International Emergency Economic Powers Act at 12:01 a.m. EST (0501 GMT) on Tuesday Stop The Presses - After years of JCD's rants....... - Apple will soon introduce MacBooks with touch screens - Apple Inc.'s initial touch Macs will have the Dynamic Island at the center top of the display and OLED screen technology. The new MacBook Pro models will have a refreshed, dynamic user interface that can shift between being optimized for touch or point-and-click input. Europe Reacts - "The current situation is not conducive to delivering 'fair, balanced, and mutually beneficial' transatlantic trade and investment, as agreed to by both sides" in the joint statement setting out the terms of last year's trade agreement, the Commission said. "A deal is a deal." - All active discussions are halted on any USA/Europe trade deal The Potential Winners - Brazil and China may be the winners here - Chinese President Xi Jinping has a boost in bargaining power after the US Supreme Court invalidated Donald Trump's broad emergency tariffs, a key point of leverage over China. - The removal of tariff threats will make it harder for Trump to press Xi for larger purchases of certain products and leaves him without a key weapon to strike back if Chinese negotiators make fresh demands. - Xi's team will likely push harder for access to advanced semiconductors, the removal of trade restrictions on Chinese companies, and reduced US support for self-ruled Taiwan, according to Wu Xinbo, director at Fudan University's Center for American Studies. NVDA Earnings - NVIDIA drops its fiscal Q4 2026 (ended Jan 2025) results tomorrow—another make-or-break moment for the AI trade. - The bar is sky-high after years of blowout beats, but whispers of "peak AI" and slowing growth momentum have investors on edge. --- Consensus Expectations : ----Revenue: ~$65.6–$66.1 billion (up ~67–68% YoY from last year's ~$39B; guided $65B ±2% in prior report) ------EPS (adjusted/non-GAAP): ~$1.50–$1.53 (up ~70–72% YoY from $0.89). --------Gross margins: Targeting ~75% non-GAAP (holding strong despite supply chain noise). -----------Key driver: Data Center segment expected to crush ~$58–$60B, fueled by Blackwell ramp and hyperscaler spend. Home Depot Earnings - The home-improvement retailer gained 2.7% after posting fourth-quarter adjusted earnings of $2.72 per share on revenues of $38.20 billion. - That exceeded the per-share earnings of $2.54 on revenues of $38.12 billion expected by analysts polled by LSEG. AMD News - The semiconductor maker rose about 11% after it inked a multiyear deal with Meta to lend up to 6 gigawatts of its graphics processing units to artificial intelligence data centers. - The cost of the deal is unclear, but the companies' agreement includes a a performance-based warrant that could amount to up to 160 million of AMD shares, according to a statement dated Tuesday. - Meta has committed to deploying up to 6 gigawatts (GW) of AMD's Instinct GPUs (high-end graphics processing units optimized for AI workloads) to power its massive AI data centers. - Analysts estimate the GPU portion alone could be worth $60–$100+ billion over 5+ years Mortgage Rates - The average rate on the popular 30-year fixed mortgage fell to 5.99% on Monday, according to Mortgage News Daily, matching its lowest levels since 2022. - Last year at this time the rate was 6.89%. - A buyer putting 20% down on the median priced home, about $400,000 according to the National Association of Realtors, would have a monthly payment of $1,916 for the principal and interest. One year ago, that payment would have been $2,105, a difference of $189. Life Insurance Record - Manulife Financial Corp. sold a $300 million life insurance policy in Singapore, topping what Guinness World Records certified as the most valuable policy ever issued. - The policy surpasses the previous record of $250 million, set by HSBC Life in Hong Kong in 2024. Manulife said in a statement Tuesday that the deal reflects growing demand from ultra-wealthy clients to preserve their assets. - In Singapore over the past 12 months, Manulife has issued 25 individual policies each worth more than $50 million. Bitcoin Rout - Gemini said it was axing as much as a quarter of its staff and exiting the UK, European Union and Australia entirely. - This week, it parted with its chief operating officer, chief financial officer and chief legal officer, all in a single day. - Its stock has fallen more than 80% from a post-listing high last year, collapsing its market value from a peak of almost $4 billion to under $700 million. Over the Greenland - USA sending a "hospital ship" over - Trump's post on the ship came hours after Denmark's Joint Arctic Command said it had evacuated a crew member who required urgent medical treatment from a U.S. submarine in Greenlandic waters, seven nautical miles outside of Greenland's capital, Nuuk. - Greenland said thanks but no thanks So Long! - U.S. investors are pulling money out of their own stock market at the fastest pace in at least 16 years as Big Tech returns fade and better-performing overseas markets look more attractive. - In the last six months, U.S.-domiciled investors have pulled some $75 billion from U.S. equity products, with $52 billion flowing out since the start of 2026 alone, the most in the first eight weeks of the year since at least 2010 AI Disruption - DOD (Disruption of Disrupters) - CrowdStrike -9.8% and other cybersecurity names under heavy pressure again as AI disruption fears build following Anthropic's Claude Code release - - Cybersecurity stocks are under broad pressure today, extending recent weakness following Friday's launch of Claude Code Security by Anthropic. Claude Code Security scans codebases for vulnerabilities and suggests software patches for human review, fueling a narrative that AI platforms may be moving more quickly into parts of the security workflow than investors had previously expected. For cybersecurity, that raises concern around the forward demand outlook and competitive positioning, particularly in areas tied to application security, cloud security, identity workflows, and security operations automation, where AI-native tools could start to narrow perceived differentiation. - The move suggests investors are still sorting through the implications for product overlap, pricing power, and competitive positioning as AI capabilities evolve quickly. - IBM shares dropping toward lows of the session; attributed to news that Claude can automate cobol modernization COBOL (Common Business-Oriented Language) is a high-level, English-like programming language created in 1959 for business, finance, and administrative data processing. It is renowned for its verbosity, readability, and reliability, processing massive amounts of transactions on mainframe systems,, notes NetCom Learning and IBM. Despite being decades old, it remains critical in banking, insurance, and government sectors. - It is estimated that 70-80% of the world's business transactions are processed by COBOL Grok's Prediction about Future of OpenAi/ChatGPT Scenario Likelihood (My Estimate) Key Factors Outcome for OpenAI/ChatGPT Thriving Leader Medium (40%) Sustained breakthroughs, partnerships (e.g., Microsoft), regulatory wins OpenAI as AI giant; ChatGPT as ecosystem hub for agents/robots Evolved Survivor High (50%) Adaptation to agents/hardware; mergers Exists but rebranded; ChatGPT integrated into daily life tools Decline/Acquisition Low (10%) Overcompetition, funding collapse Absorbed or legacy; ChatGPT commoditized or obsolete Quick check on Europe Shares - European company earnings growth is picking up this reporting season against a tentatively improving economic backdrop, but wary investors are demanding more than solid results to justify sky-high valuations. - Companies representing 57% of Europe's market capitalization have reported so far, achieving average earnings growth of 3.9% in the fourth quarter, ahead of estimates for a final result of a contraction of 1.1% --- That is a big differential.... +3.9 vs -1.1 Iran Talks - News over the weekend that Iran will look to discuss a variety of items and potentially get a deal.... energy, mining and aircraft - Best guess: Iran will string us along like Russia is doing and we will say we have some kind of bogus deal. --- There is some talk of US "going in" as we are building military presence. Supposedly there are some saying it could be a multi-week incursion. - What is the plan - Regime change? What is this? - A divided Supreme Court on Tuesday ruled that Americans can't sue the U.S. Postal Service, even when employees deliberately refuse to deliver mail. - By a 5-4 vote, the justices ruled against a Texas landlord, Lebene Konan, who alleges her mail was intentionally withheld for two years. Konan, who is Black, claims racial prejudice played a role in postal employees' actions. - Justice Clarence Thomas, writing for a majority of five conservative justices, said the federal law that generally shields the Postal Service from lawsuits over missing, lost and undelivered mail includes “the intentional nondelivery of mail.” - So can ballots just be thrown in garbage for mail-ins for one party that will throw out another party's?     Love the Show? Then how about a Donation? 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As macro headwinds and a software sell-off raise challenges against Wall Street, Aquiles Larrea, Jr. sees investors setting the stage for a rebound. With today's Big 3, Aquiles sees opportunity in Microsoft's (MSFT) pullback, Caterpillar's (CAT) long-term ties to the AI picture, and Rivian's (RIVN) potential to capitalize on an expanding EV industry. Rick Ducat backs the stock analyses by diving into bearish and bullish indicators in the charts. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Trumps Netflix-Forderung, Angst vor einem historischen Cut bei OpenAI und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um Netflix, BASF, Bayer, Evonik, Amazon, Microsoft, Anthropic, Nvidia, Crowdstrike, Cloudflare, TEQ - Disruptive Technologies (WKN: DNA10X), TEQ - General Artificial Intelligence ETF (WKN: A41AXG), Xtrackers Artificial Intelligence & Big Data (WKN: A2N6LC), Invesco EQQQ Nasdaq 100 ETF (WKN: 801498), Caterpillar, AMD, ASML, TSMC, Trane Technologies, Dycom Industries, Vertiv, Eaton, SentinelOne, Lumentum und MongoDB. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Just as there are darkened seasons in human history—times when the structures sustaining civilization collapse in on themselves and humanity finds itself stiff-fisted, grasping at brittle branches, slipping between worlds—so too is every individual subject to phases of undoing in the metamorphosis of a lifetime.Entering the chrysalis is rarely a matter of choice. We would resist if we could. One morning, we awaken with a pit in the stomach, a visceral unease that signals change even before we can name its source. Quite all of a sudden, we find we have entered a dream with no solid ground and no turning back. Loss feels imminent, along with the uncertainty of what comes next or how we will get there. We try to keep moving, mistaking busyness for control of circumstance. We hoist the blueprints of our former lives above our heads to keep them dry, trying to shore up what is already dissolving.We try very hard, as all creatures do, not to die. Yet for the caterpillar, entering the chrysalis is a form of programmed death—a gruesome act of self-digestion. What can the larva comprehend of its own metamorphosis as it surrenders to darkness and enzymatic dissolution? Before it can be reconstituted, the caterpillar's whole body must pupate—which is to say liquify. Epithelial cells breaking down, muscles and mandibles lysed by their own enzymes, the entire body reduced to a nutrient slurry.Every winter, nature takes this serious turn. Fallen leaves coil in on themselves, roots retreat, seeds release, and stillness wraps the living world. Here's orientation from a recent column in our cherished local magazine, the Santa Fe New Mexican —“In winter, our arid steppe climate shows us the value of leaving things alone. Grasses left standing become shelter. Seed heads become sustenance. Evergreen shrubs offer cover from wind and predators when the world feels most exposed. What looks untidy to us is, in fact, a carefully balanced system of protection and patience. The garden does not ask us to fix it in January—only to witness it.”The winter gardener knows not to try to fix such depression, but instead to witness and accompany the world beyond control. For the winter gardener recognizes the fallows as sanctuary, the outer casings of seed heads and pale grasses as fortresses of transformation, and death as a passage between birthing seasons. This is the winter gardener's regenerative faith.Similarly, with respect to human development, Jungian analyst and author Marion Woodman called the chrysalis “a twilight between past, present, and future,” a place where the psyche must “tolerate annihilation—just long enough for the new form to begin assembling itself.” She described the sojourn of life as a series of “border crossings between what we were and what we cannot yet imagine.”For the caterpillar, the dream of the butterfly is carried by imaginal cells—tiny, sac-like clusters that, through the primordial twilight of metamorphosis, give rise at last to compound eyes, scaled wings—a new and elegant anatomy. This is how a creature built for crawling holds within its body the imagination of flight.In his 1910 Oxford lecture, The Birth of Humility, anthropologist Robert Ranulph Marett described metamorphic thresholds as “psycho-physical,” when body and mind falter so that “latent energies [may] gather strength for activity on a fresh plane.”The most courageous way we can enter the chrysalis is with attunement. “Pause,” Marett wrote, “is the necessary condition of the development of all those higher purposes which make up the rational being.” James Baldwin attested that the darkest hour can “force a reconciliation between oneself and all one's pain and error.” We cannot will ourselves to grow, for transformation is an act of presence, not power. But within the privacy of our consciousness, with patience and attention, we can rediscover the forces shaping our evolution and develop faith in what is becoming.In Jungian terms, the collective mirrors the individual psyche: what deconstructs in the outer world—painfully, though necessarily—reflects what must be reimagined from within. Today, democratic principles and ecological balance are slipping from their axes. But, as Marett observed, “Not until the days of this period of chrysalis life have been painfully accomplished can [a person] emerge a new and glorified creature.”Some silent, imaginal knowledge within us already knows the way. Here in the high desert, the earliest bloomers will soon appear: proof that the intelligence of life has been preparing the ground, all along, for the resurrection of some new and common beauty.Together, we're making sense of what it means to be human in an era of radical change. Your presence here matters. Thank you for reading, sharing, ‘heart'ing, commenting, and subscribing to The Guest House.+ Join next month's yoga & meditation class on Thursday, Mar 12, at 9 am MT / 11 am ET. A replay will be shared via email shortly thereafter.+ Find me at YogaSource in Santa Fe every Wednesday morning, 9-10:15 am MT / 11 am-12:15 pm ET for Dynamic Practice. This class is fully analog—live and in person. Register through the studio here.+ I'll be returning to two beloved places to offer retreats with friends in the coming year: Beyul Retreat, in the pristine wilderness surrounding Aspen, Colorado, May 21-25, 2026, with Wendelin Scott; AND world-class Ballymaloe House in County Cork, Ireland, Sept 20-26, 2026, with Erin Doerwald. Each retreat will feature yoga, meditation, farm-to-table meals, and curated outings—plus rest, nurturance, and imagination. Just a few spots left. Check out all the details here. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit shawnparell.substack.com/subscribe

In this episode, Joseph sits down with Brian Livingston, a 40‑year chemical engineer and one of North America's most respected voices on practical, real‑world decarbonization. Brian has spent his career in the trenches of heavy industry, helping companies that depend on diesel fuel reduce consumption, cut CO₂ emissions, and save millions of dollars in the process.Brian spent nearly two decades inside Caterpillar's diesel engine division, where he developed deep technical expertise in engines, combustion, and fuel behavior. Today, as the founder of Zelkam, he brings that knowledge directly to industries that need it most — mining, construction, energy, and large‑scale operations where diesel isn't optional but efficiency is everything.His methods aren't theoretical. They're field‑proven, delivering 100–400% ROI and measurable reductions in fuel use. Brian has spoken at major mining conferences across North America and advises companies on how to take meaningful steps toward sustainability without waiting for future technologies to mature.Why diesel‑reliant industries can't afford to wait for electric or hydrogen solutionsThe biggest misconceptions about decarbonization and “green transitions”How companies are saving millions of liters of diesel with simple, incremental changesWhat Brian learned from nearly 20 years at CaterpillarThe truth about electric, hydrogen, biofuels, and emerging tech — what's real today vs. what's still hypeHow to reduce emissions now without sacrificing productivity or profitabilityWhy sustainability doesn't have to be political, complicated, or expensive40‑year chemical engineerFounder of Zelkam, specializing in diesel optimization and decarbonizationFormer Caterpillar engineer with deep expertise in engines and fuelsAdvisor to mining and heavy‑industry leadersSpeaker at major North American mining conferencesFocused on practical, immediate, measurable decarbonization strategiesThere's a lot of noise around sustainability — big promises, big politics, and big confusion. Brian cuts through all of it with a grounded, engineering‑driven perspective. If your business relies on diesel, or if you're trying to understand what decarbonization actually looks like in the real world, this episode gives you clarity, direction, and a path forward.In This Episode, You'll Hear:About Brian LivingstonWhy This Conversation MattersBrian Livingston is a 40-year chemical engineer and decarbonization expert who helps industries that rely on diesel fuel reduce consumption and CO₂ emissions. He spent nearly two decades at Caterpillar in the diesel engine division, gaining deep technical knowledge in engines and fuels. As founder of Zelkam, Brian applies field-proven methods that deliver 100–400% ROI, helping customers save millions of liters of diesel while taking meaningful steps toward sustainability. He has spoken at major North American mining conferences and advises companies on practical, incremental decarbonization strategies. While familiar with electric, hydrogen, biofuels, and emerging technologies, his focus is on solutions that can be implemented today to make an immediate, measurable impact.Contact:Brian Livingston✉️ Brian.Livingston@Zelkam.com

Caterpillar, which manufactures heavy duty equipment like asphalt pavers, diesel engine locomotives, and industrial gas turbines, has been around for 101 years. And now, the company seems to be one of the big winners of the AI infrastructure build out.Big tech companies are working as fast as possible to get their data centers up to power artificial intelligence. Some are building their own natural gas plants to provide electricity for those data centers. Enter Caterpillar, maker of electric generators. Marketplace's Dan Ackerman has been reporting on this.

Caterpillar, which manufactures heavy duty equipment like asphalt pavers, diesel engine locomotives, and industrial gas turbines, has been around for 101 years. And now, the company seems to be one of the big winners of the AI infrastructure build out.Big tech companies are working as fast as possible to get their data centers up to power artificial intelligence. Some are building their own natural gas plants to provide electricity for those data centers. Enter Caterpillar, maker of electric generators. Marketplace's Dan Ackerman has been reporting on this.

Clean Energy equities have comfortably outperformed the major indices in 2025.  Laurent and Gerard are joined by friend of the show Shanu Mathew, an equity portfolio manager everyone in the sector knows to unpack what's really driving this performance.  We begin by putting recent returns into a longer-term context — and by flagging an important caveat: some of the strongest results are coming from highly concentrated portfolios.  Shanu makes a critical distinction that often gets blurred in market commentary: equipment providers versus sellers of electrons. On one side sit companies like GE Vernova, Siemens Energy, Schneider Electric, Caterpillar — and the surprise guest, Bloom Energy. On the other are utilities and IPPs. The divergence is striking. Equipment manufacturers have gone ballistic; utilities have performed, but at a far more pedestrian pace.  The difference, unsurprisingly, is pricing power. Equipment suppliers — particularly those insulated from Chinese competition — have been able to push through aggressive price increases, turbocharged by surging demand from Hyperscalers. Utilities, by contrast, remain constrained by regulation, public scrutiny, and political pressure.  The result? Hyperscalers are increasingly looking to self-generation: reciprocating engines, fuel cells, and a growing enthusiasm for frontier technologies such as Enhanced Geothermal and Small Modular Reactors.  We walk through these alternatives, examine how public markets are valuing them today, and end where every cycle eventually leads us: Are we in a bubble? Or, as Chuck Prince, then CEO of Citigroup, famously put it on the eve of the 2008 financial crisis:“As long as the music is playing, you've got to get up and dance.”

You can't scale AI on fragmented data. In this episode of Technovation, Peter High speaks with Ogi Redzic, Chief Digital Officer of Caterpillar, about the foundational platform transformation that made rapid AI innovation possible across a $65B industrial enterprise. Ogi shares how retiring legacy systems, consolidating data into the Helios cloud platform, and establishing trusted data pipelines enabled CAT Digital to launch an enterprise AI assistant in just 10 months. Key topics include: Building Helios to process millions of data pipelines daily Turning unplanned downtime into predictive maintenance at scale Scaling $5B in industrial e-commerce Partnering with NVIDIA on edge AI and digital twins Aligning digital teams to measurable business outcomes

Stocks and crypto coming off another volatile week:Carl Quintanilla, Michael Santoli and David Faber kicked off the hour with a look at the state of the Big Tech trade - as value names like Caterpillar and Walmart power the Dow above 50k for the first time ever. Are AI capex plans still a huge risk for investors? The team discussed whether an early morning rebound for names like Oracle has legs here... and if there's more pain to come in the crypto space, with Bitcoin holding on above $65k. Plus: get a look at the staggering numbers around Super Bowl wagers - and what it could mean for gaming stocks.  Also in focus: the latest out of a growing battle over the future of weightloss drugs - as Novo Nordisk files a new lawsuit against Hims & Hers... and a deep dive on how AI's changing the game for one of America's oldest banks.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Welcome to this week's episode of Thank F*ck for That! This week Lucas talks about his experiences living with his parents and Micky talks about her allergy to mosquitoes. We also discuss Colin the Caterpillar knock offs and homophobia in the comedy scene, pretty big tonal shift but we feel strongly about both of them. Thank you for listening, we hope you enjoy!Sarah: https://www.sarahkeyworth.co.uk/Micky: https://www.mickyoverman.com/Lucas: https://www.lucasjefcoate.com/ Hosted on Acast. See acast.com/privacy for more information.

Welcome to this week's episode of Thank F*ck for That! This week Lucas talks about his experiences living with his parents and Micky talks about her allergy to mosquitoes. We also discuss Colin the Caterpillar knock offs and homophobia in the comedy scene, pretty big tonal shift but we feel strongly about both of them. Thank you for listening, we hope you enjoy!Sarah: https://www.sarahkeyworth.co.uk/Micky: https://www.mickyoverman.com/Lucas: https://www.lucasjefcoate.com/ Hosted on Acast. See acast.com/privacy for more information.

What is it like working for Australia's biggest Cat dealer? What was old school Aussie earthmoving like? Mack sits down with Gavin Handley of Westrac Cat to talk about his long career working for the many Caterpillar dealerships leading up to Westrac Cat, what old school Aussie earthmoving was like, key differences between Aussie and North American earthmoving, the Cat dealer model, collecting scale models. and more!Visit our website here https://earthmoversmedia.com/Learn more about Westrac Cat here https://www.westrac.com.au/

Gary, Mark and Howard join Alan to talk about the new Netflix Take That documentary - and things immediately descend into chaos. From Ibiza, the Maldives, and safari mishaps to archive hoarding, early leather outfits, holiday run-ins with authorities, and being driven away from huge gigs in a Fiat Punto. Add silly hats, Colin the Caterpillar, celebrity holiday spots and Alan appearing in the documentary itself, and you've got one of the funniest Life's A Beach episodes yet. 00:00 Intro 00:15 Gary's the mic00:40 Where's Gary's silly hat? Alan tries on Howard's02:30 Gary's two best holidays ever - Ibiza & the Maldives03:20 Mark's best holiday: Africa04:23 Alan took his mum on safari and they were mistaken for a couple05:12 Howard's best holiday memories - Anglesey and Mustique05:57 Inside the new Netflix Take That documentary07:39 Howard the hoarder kept most of the archive footage08:30 Alan thinks Take That were worked to death and couldn't handle the screaming09:36 Huge audiences… then being driven off in a Fiat Punto11:11 Why it was so hard for Take That to get signed12:16 Early Take That outfits - leather and studs13:15 Worst holiday disaster - being detained in Taiwan14:24 Gary loves English food and when they first tried Chinese and Indian16:27 Alan takes full advantage of Howard saying he wasn't into girls17:07 Howard's BMX and breakdancing days – and how dancing became Take That's thing18:01 Can Mark still breakdance?18:37 Colin the Caterpillar for Mark's birthday21:00 Mark's coach trip from Manchester to Benidorm23:10 Spotting Paul O'Grady on holiday - Alan holidayed with him24:10 Gary spots Claudia Winkleman on holiday24:40 Howard bumps into Kate Moss25:20 Gary praises Alan on Traitors - Howard hasn't seen it26:30 Gary gets serious about Alan winning and Alan is insulted28:00 Alan appears in the Take That Netflix documentary at the Brits30:15 Travel pet peeves32:40 Gary was nearly arrested leaving Japan34:23 Cornwall… or “Corn-Wall”35:38 Howard's golf obsession dictating tour schedules36:38 Making our descent and the quickfire round Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 774: Neal and Toby preview the biggest headlines ahead of the Super Bowl, starting with Anthropic throwing jabs at OpenAI. Then, a report shows January was a bad month for the job market with layoffs being the highest in years. And, Caterpillar gets a boost on its power and energy generators thanks to AI. Meanwhile, bitcoin falls below $70,000. Finally, it's a rundown of the biggest storylines from the Winter Olympics. Learn more about Sandals at sandals.com  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Be cautious on Caterpillar (CAT), says CFRA's Jonathan Sakraida. While the company's financials support recent rallies in shares, Jonathan points to growth not moving fast enough to support the stock's extreme move. However, he believes Caterpillar will shape into a key back door player in the AI buildout phase alongside companies like GE Vernova (GEV). Tom White offers an example options trade for Caterpillar. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

WREDS #864 – Pasta al dente! Dennis und Nico tauchen tief ein in die (Wrestling-)Welt der letzten Tage. Wir sprechen über den WWE Royal Rumble, die Fans in Saudi Arabien, das Tippspiel und AEW. Und natürlich fahren wir weiter auf der „Road to OpaMania 50„! Heute: Was passiert wenn man Opa mit auf ein Konzert der Band „City of Caterpillar“ nimmt UND was passiert wenn unser Freund Stefan Nachts spontan noch auf die Idee kommt Nudeln zu kochen?! Viel Spaß! :) WWE PPV Tippspiel – Hier anmelden (KLICK) AEW PPV Tippspiel – Hier anmelden (KLICK) // (adsbygoogle = window.adsbygoogle || []).push({}); // ]]> Download: (Rechtsklick -> „Ziel speichern unter“) WREDS #864 – Pasta al dente

Is cybersecurity in your budget—or in your blind spot? Do you know how vulnerable your business really is?In this episode of The Business Ownership Podcast I interviewed Greg Tomchick. Greg is a former professional baseball player turned award-winning cybersecurity coach. He has worked with more than 250 world-renowned companies including American Airlines, Caterpillar, and Trinity Rail. He is regularly featured live on ABC, Fox News, and is an expert contributor to Inc. Magazine. After building multiple seven-figure companies for America's most prestigious families, he is now the CEO of Valor Cybersecurity and host of The Connected Mindset Live Show. Greg helps industry leading executives and brands connect to the mindsets that enable them to protect what they value most, in life and in business.Overview-In an era defined by rapid technological advancement, connectivity is more than a buzzword; it's a business imperative. “The Connected Mindset: Protecting What You Value Most” is a talk designed to revolutionize how you perceive and utilize connectivity, focusing on mindset, business, and people. With a perfect blend of strategic insight, actionable solutions, and human-centric values, this presentation promises to equip your organization with the tools needed to navigate the complex landscape of today's digital world, safeguarding what matters most.Don't wait for a breach to take cybersecurity seriously. Check this out!Show Links:Valor Cybersecurity Website: https://valor-cybersecurity.com/Greg on Instagram: https://www.instagram.com/greg_tomchick/Greg on LinkedIn: https://www.linkedin.com/in/greg-tomchickBook a call with Michelle: https://go.appointmentcore.com/book/IcFD4cGJoin our Facebook group for business owners to get help or help other business owners!The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscalingLooking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/

In this conversation, Jon G. Sanchez and Dr. Dennis Sanchez explore the transformative impact of artificial intelligence (AI) on the financial industry. They discuss how AI is shaping financial planning, risk management, and investment strategies, emphasizing the importance of combining technology with human insight. The conversation highlights the rapid evolution of AI, its current applications in finance, and the challenges and opportunities it presents for financial advisors and clients alike.The Jon Sanchez Show is a service of Sanchez Gaunt Capital Management, LLC in Reno, Nevada.Learn more about our services: https://www.sanchezgaunt.com/our-processChapters00:00 Introduction to AI in Finance01:54 The Evolution of AI in Financial Services04:36 AI's Role in Financial Planning07:10 Market Overview and AI's Influence10:09 Caterpillar's Success and AI Integration12:09 AI's Impact on Major Tech Stocks12:38 Regulatory Challenges with AI in Finance15:20 Future of AI in Financial Well-Being21:17 Understanding the Human Element in Financial Planning21:45 AI-Powered Financial Planning: Personalization and Insights25:50 Risk Management in Financial Decisions29:54 Balancing AI and Human Interaction in Financial Services36:22 Disclaimer

What happens when a mechanical engineering instructor actually comes from industry—not academia? My guest on today’s podcast is Andrew Schiller from Utah Tech, who spent six years at Caterpillar and GE, and studied theology at seminary, before landing in the classroom. He’s teaching students to think like business owners—understanding costs, not just making parts. But more than that, his students aren’t just learning to push buttons, they’re falling in love with creating things that actually matter. ************* Listen on your favorite podcast app using pod.link.     . View the podcast at the bottom of this post or on our YouTube Channel. Follow us on Social and never miss an update! Facebook: https://www.facebook.com/swarfcast Instagram: https://www.instagram.com/swarfcast/ LinkedIn: https://www.linkedin.com/company/todays-machining-world Twitter: https://twitter.com/tmwswarfblog ************* Link to Graff-Pinkert's Acquisitions and Sales promotion! ************* Interview Highlights Andrew’s Story Andrew’s path to teaching wasn’t planned. He grew up around his dad’s model-making shop in Chicago, spending countless hours around mills and lathes. “He’s a professional model maker and has a shop,” Andrew told me, describing how that hands-on foundation shaped his interest in making things. After studying mechanical engineering at Valparaiso University, he spent six years at Caterpillar managing technical relationships with suppliers making starters and alternators. He visited manufacturing facilities, did failure analysis, and worked with product groups across the company. Then life took an unexpected turn. “We went to Louisville, Kentucky. I started studying for a master’s degree in theology and worldview,” Andrew explained. While studying Greek and theology at seminary, he worked at GE Appliances on their FirstBuild team, designing products like the Forge Clear Ice Maker. He was juggling full-time graduate studies, 20-25 hours of work, and renovating a house. It was a pace that proved unsustainable with a young family. The path to teaching at Utah Tech happened through pure serendipity. “I literally typed in engineering jobs in St. George, Utah,” Andrew said about a random search while planning a Zion National Park vacation. “The very first thing that came up was the description of the job that I do now.” What He Teaches His modern machining course teaches students to understand manufacturing from a business perspective. “We’re going to teach about machining processes, not as a craft project that you could do in your garage, but as if you were running a business with a bunch of people and had to make money with a very expensive asset that’s a machine.” “I really realized there is a huge need in the industry for a different kind of education about machining. It’s not a crash course for machinists. It’s a science and business course for engineers.” The program operates on a shoestring budget. Andrew has $160 per student for the entire semester. But that constraint hasn’t stopped him from creating something unique. Students learn hands-on machining while thinking strategically about the business implications of their decisions. “I love having new conversations with people in the industry. It’s how I learn. It’s how I keep our curriculum relevant,” Andrew said. He stays connected to real manufacturing needs by constantly talking with industry professionals. His Purpose Andrew discovered something companies have been telling him consistently: “We need people who they’re not just bodies, but they’re passionate about this industry.” Traditional engineering programs weren’t addressing this gap. His goal goes beyond teaching technical skills. As Andrew puts it, he’s passionate about machining and thinks “it’s cool,” but what really drives him is inspiring that same enthusiasm in students. The companies he talks with are “very excited” about what Utah Tech is doing differently. At 35, with three kids and working 60-65 hours a week, Andrew has found his calling in bridging the gap between academic theory and manufacturing reality. He’s not just producing more engineers. He’s creating people who genuinely care about the industry and understand what it takes to succeed in it. Question: Who was one of your best teachers? Why?

Werbung | 52 Wochen Handelsblatt mit 40 % Rabatt: Gedruckt oder digital - jetzt sichern unter www.handelsblatt.com/wissen2026 Die S&P-500-Futures steigen leicht, nachdem Meta nach starken Zahlen und einem überzeugenden Umsatz-Ausblick im vorbörslichen Handel kräftig zulegt. Gleichzeitig bremst Microsoft den Gesamtmarkt, weil das Cloud-Wachstum nachließ und der Margen-Ausblick für das nächste Quartal enttäuschte. Tesla zeigt sich nach einem Ergebnis-Beat ebenfalls fester, während Caterpillar nach einem deutlichen Zahlen-Übertreffen zulegt. Die Fed hat die Zinsen unverändert gelassen und betont eine solide Konjunktur sowie eine stabilisierende Arbeitslosenquote, dennoch bleiben Zinssenkungserwartungen im Markt. Im Fokus steht heute Abend Apple mit seinen Quartalszahlen, während Gold und Silber auf neue Hochs springen. Ein Podcast - featured by Handelsblatt. ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Got an infestation of little caterpillars? Who you gonna call?! Sab and Amber, of course. 03:11 How to take care of a Western Australian orchid.31:21 What can I do in the garden to keep mozzie populations down? 38:31 HELP! I am being overrun with Cape Lilac caterpillars. Subscribe to the podcast through the ABC Listen App, Apple Podcasts or wherever you like to listen.Listen to the program live on Saturdays at 9:00AM on ABC Radio Perth and ask your questions by calling in on 1300 222 720 or text 0437 922 720.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über die Rückkehr der Sorgen bei SAP, Eincashen bei Nordex, die SanDisk-Sensation und Elon Musks neuen Masterplan. Außerdem geht es um Microsoft, Salesforce, ServiceNow, Deutsche Bank, Adidas, Siemens, ABB, Southwest, Lockheed Martin, Caterpillar, Honeywell, Royal Carrabean, Joby Aviation, Deckers Outdoor, Meta. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-raging discussion about better-than-expected quarterly results from "Magnificent 7" tech giants Meta Platforms, Tesla and Microsoft. Shares of Meta surged as its plans for AI overshadowed concerns about a boost in capex. Tesla also saw its shares rise: The anchors reacted to the electric vehicle maker's decision to shelve the "Model S" and "Model X" — and shift toward producing robots. Microsoft shares tumbled on slowing cloud growth and a boost in AI spending. Honeywell CEO Vimal Kapur joined the program to discuss earnings, AI and the company's spin-off strategy. Also in focus: IBM and Caterpillar among the earnings winners, gold and silver hit new all-time highs.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

US Senate Majority Leader Thune sees a possibility to avoid a shutdown by week's end after Senate Minority Leader Schumer laid out Democrats' demands on ICE, CNN reported.European bourses are broadly firmer though DAX 40 has been pressured by losses in SAP, after disappointing cloud backlogs.In the pre-market: Microsoft (-6.4%, strong results, though AI spending and disappointing cloud growth weigh), Meta (+7.5%, posts record sales), and Tesla (+2%, annual revenue falls for the first time, but aims to pivot further to AI).AUD outpaces on gold and copper; G10s flat/firmer vs USD.US yields remain bid post-FOMC, supply in focus for the near-termSpot XAU nears USD 5600/oz while copper prices surge beyond USD 14k/t on greater AI demand; Crude climbs to new four-month highs as Trump reportedly considers a new strike on Iran.Looking ahead, US Jobless Claims, Chicago Fed Labour Market Indicators (Jan), Japanese Industrial Production (Dec), Retail Sales (Dec) & Tokyo Core CPI (Jan), SARB Policy Announcement. Speakers include ECB's Cipollone. Supply from the US.Earnings from Apple, SanDisk, Visa, Western Digital, Mastercard, Caterpillar, Nasdaq, Blackstone, Lockheed Martin.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were mostly subdued, with sentiment in the region clouded following a lack of fireworks at the FOMC; mega-cap US earnings saw Meta (META) rise 6.6%, Microsoft (MSFT) slip 6%, while Tesla (TSLA) rose 1.9%.FOMC kept rates unchanged at 3.50-3.75%, as expected, with the vote split at 10-2 (Miran and Waller called for a 25bps rate cut).Fed Chair Powell said rates are in a plausible range of neutral and at the higher end of the range of neutral.US Senate Majority Leader Thune sees a possibility to avoid a shutdown by week's end after Senate Minority Leader Schumer laid out Democrats' demands on ICE, CNN reported.Iranian Supreme Leader's adviser totally dismissed the notion of "a limited strike" and said, "Any military action from the US, from any origin, at any level, will be considered the start of war".Looking ahead, include Swedish GDP (Dec), Spanish Retail Sales (Dec), EZ M3 (Dec), US Jobless Claims, Chicago Fed Labour Market Indicators (Jan), Japanese Industrial Production (Dec), Retail Sales (Dec) & Tokyo Core CPI (Jan), Riksbank Policy Announcement, CBRT Minutes (Jan), SARB Policy Announcement. Speakers include Norges Bank's Bech-Moen, Riksbank's Thedeen, and ECB's Cipollone. Supply from Italy & the US.Earnings from Apple, SanDisk, Visa, Western Digital, Mastercard, Caterpillar, Nasdaq, Blackstone, Lockheed Martin, and H&MRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Een bizarre dag op Wall Street. Meta én Microsoft kwamen beide met beter dan verwachtte cijfers. Beide gaan dit jaar (opnieuw) miljarden uitgeven aan AI. Alleen worden de twee totaal anders behandeld. Meta krijgt vleugels op de beurs, terwijl Microsoft een van zijn ergste handelsdagen in jaren heeft.Waarom beleggers Microsoft dumpen (en waarom Mark Zuckerberg bij Meta gewoon geld kan blijven uitgeven) zoeken we deze aflevering uit. Bespreken we ook de resultaten van Tesla. De omzet ging licht achteruit, de winst op insane-modus. Een teruggang van maar liefst 61 procent! Topman Elon Musk blijft gewoon investeren én schrapt twee bekende modellen. Klaar met kwartaalcijfers? De kwartaalcijfers niet met jou, want we hebben het ook nog over ING en SAP. Vooral die laatste springt eruit. Ze hebben de slechtste beursdag sinds het begin van de coronacrisis.Er is ook nog ander nieuws. Zo hoor je bijvoorbeeld wat Jerome Powell en The Wolf of Wall Street met elkaar gemeen hebben en waarom Caterpillar profiteert van alle AI-uitgaven. Te gast: Wilbert Aarts, van Bond Capital Partners BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij.Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat.Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij BNR Zakendoen en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

How does a 100-year-old manufacturing leader reinvent itself through autonomy and AI? In this episode, Caterpillar CTO Jaime Mineart shares how her team is transforming industrial work sites using robotics, machine intelligence, and real-time data. From mining to construction, the company is applying decades of engineering expertise to modern digital challenges, partnering with customers to co-develop scalable automation solutions. Key highlights from the episode: How autonomy is expanding beyond mining into quarries and construction What makes Caterpillar's AI adoption strategy unique—and replicable Inside the Helios platform and NVIDIA partnership powering data-driven insights Why the company pledged $100M to upskill the workforce of the future Lessons from scaling R&D with real-world customer involvement

We have an awkward visit with Father Mother Sister Brother plus we also discuss The Mastermind, Cover-Up, Caterpillar, One of One, Lurker, Together and The Shop Around the Corner. 0:00 - Intro 14:45 - Review: Father Mother Sister Brother 58:10 - What We Watched: The Shop Around The Corner, You've Got Mail, Caterpillar, Cover-Up, Together, The Shrouds, One of One, Lurker, The Mastermind, The Chair Company, Pluribus, Stranger Things 1:33:20 - This Week on DVD, Blu-ray and VOD 1:23:55 - Outro

Welcome to this week's show. I'm recording this episode from my hotel room here in Las Vegas, Nevada, at the annual Consumer Electronics Show 2026. If you've been around this channel for long, you know I do this every year. This is 20-plus years I've been coming to the Consumer Electronics Show. Normally, I don't cover tech and new products on this channel—except for once a year at CES. And it's less about specific companies and what they've announced. You can find that on thousands of channels on YouTube or podcasts. What I like to talk about are the trends—the trends that are emerging—and give you my view and opinion on what they really mean for the innovation space. Are we really innovating, or are we just regurgitating the same thing year after year? I do have some notes here that I'll be glancing at as we go through this today, and we'll be splicing in videos I took on the show floor, along with video supplied to us by CES, to give you a feel for what was here and what's going on. The Show's Legacy First, let's recognize that the Consumer Electronics Show is now in its 59th year. It's a spin-off from the old Chicago music show back in the late 1960s. Yes, the late '60s. It's gone through some gyrations over the decades and remains one of the few big shows that survived COVID. Traditional Consumer Electronics As usual, one of the big emphases is TVs, displays, home automation, new refrigerators, new washers and dryers—true consumer electronics, things you would find and put into your home. This year was no different. The big manufacturers were here, along with a number of new smaller manufacturers showcasing new TV technologies. Micro LED is the new buzzword bouncing around the show, and there were plenty of displays to see. I'm a big TV guy, so I definitely had to check that out and see what could be the next TV I put into my house. The AI and Robotics Takeover The one thing about this year's show that was just overwhelming was robots and AI. They were everywhere. I couldn't even tell you how many times we saw AI applied to things that make no sense—though some applications were actually pretty smart. But how many AI toilets do you really need at any given show? On the robotics side, we saw all the familiar ones—like lawn mowers that automatically find your boundaries. One was actually selling the feature that you could program in graphic designs, and it would cut your yard in such a way that the design would appear in your lawn. We also saw humanoid robots, robots doing backflips, robots dancing with people, dancing hands where the fingers are moving. You could buy just the hands or the arms or the elbows and assemble your own robots. It was pretty crazy. Then we started seeing the combination of AI and robots—interactive robots where you could stand there, talk with them, point, and they would follow your commands. Pick up this item. Move this item somewhere else. Not programming through some controller, but simply pointing and talking to direct the robot to do what you want. The Evolution of Electric Vehicles One thing we've seen in past shows was the big emphasis on electric vehicles. This year, the EV car market—which we've seen slow down generally—also slowed down here at the show. However, what we saw in its place focused on two areas: Commercial EVs and Hybrids: There was significant attention on commercial use of EVs, particularly hybrid electric vehicles with combustion engines. Emergency Response Innovation: One exhibit that really impressed me was a fire truck supplied by Dallas Fort Worth Airport. This massive Oshkosh fire truck is a hybrid that uses electric motors for high torque and high acceleration—literally shaving seconds off response time. Given the limited distance on airport property, if there's a disaster or fire requiring quick reaction, the electric motors can accelerate very quickly. There are only about 15 of these trucks in the world, and something like six or seven are just at Dallas Fort Worth Airport. I spent a fair amount of time with that team. This is a perfect example of smart innovation—innovation that isn't just because something is shiny and new. They thought carefully about how to use it, when to apply the right design, leveraging the benefits of electric while using the combustion engine to run the water pumps. Electric Motorcycles: The other area with significant EV presence was motorcycles, particularly dirt bikes. When you're going out for the day to have some fun, the low noise of an electric motor means you're not disturbing rural areas with a combustion engine. Another example of good, smart innovation. Autonomous Vehicles in Commercial Applications The other big area for the show was autonomous vehicles—not just EVs, but vehicles that can operate themselves, particularly in commercial use like farming. John Deere has a long history of autonomous farming with very accurate planting using GPS technologies. Caterpillar had a really interesting exhibit where they were live streaming Caterpillar machines doing autonomous mining from spots all over the world right into the booth. You could see autonomous technology in action. A lot of people think of autonomous vehicles as something new, with Tesla being the innovator. Just to give you a data point: Caterpillar has offered autonomous vehicles since 1995. That's right—1995. Caterpillar introduced the first version of their machines that could operate autonomously. What we all think is new is really the perfect example of what's old becoming new again as progress is made. Kubota: I'm a big Kubota fan, so I had to stop in there. They had an interesting vehicle that applies to a variety of different devices—tractors, even things you can do around a small ranch like what I own in northern Colorado, where I'm trying to harvest hay. It's something that fits smaller operations. You don't have to be a big farm to take advantage of these technologies. Other Notable Technologies Obviously, there were all the other normal things at the Consumer Electronics Show—thousands and thousands of rows of different types of Bluetooth speakers. Battery technology was a big thing, though a lot of it was just more efficiency from lithium-ion. There was an interesting booth on what they call paper batteries—literally paper where you print the battery and then roll it up into whatever form factor you want. The Bottom Line The show this year was overly dominated by AI—AI everything—and robotics. Those would be the two fundamental themes. That's the walk-away after spending three days and something like 45,000 to 50,000 steps covering all the show floor space. That's my insight as I wrap up this episode. This is my one time a year that I geek out on all the technologies. If you have any questions or your own thoughts—if you were there and saw something different you'd want to share—go ahead and put a comment down below, or pop over to PhilMcKinney.com and post a comment to the post there. Next week we'll be back, kicking off Part Two of the Thinking 101 series. We did Part One and wrapped that up right before the holidays. Now we're kicking off Part Two—you don't want to miss it. Make sure you subscribe, hit the like button, and give us a thumbs up. It all helps with the algorithm. Have a great week, and we'll talk to you next week. Bye-bye.  

In this episode, we discuss NVIDIA's new upfront payment policy for H200 AI chips sold in China and the geopolitical factors influencing these decisions. We also explore NVIDIA's expansion into "physical AI" through partnerships with companies like Caterpillar and their involvement in cutting-edge projects like fusion reactors.

@PermissionToStanPodcast on Instagram (DM us & Join Our Broadcast Channel!), TikTok & YouTube!NEW Podcast Episodes every THURSDAY! Please support us by Favoriting, Following, Subscribing, & Sharing for more KPOP talk!Comebacks: CHUU, ZEROBASEONE (ZB1), DK x SEUNGKWAN (DxS SEVENTEEN), ALPHA DRIVE ONE, NCT WISH, ENHYPEN, EXOTWICE new Victoria's Secret PINK collabTWICE CHAEYOUNG seen at airport for their trip to North America for their tourNEWJEANS DANIELLE additional info & updatesBLACKPINK JISOO Birthday & Hello Kitty collabBLACKPINK LISA marriage rumorCORTIS x MINGYU (SEVENTEEN) Dior EventCORTIS chaotic lives: congrats on your fart, five guys, & caterpillar turtle liveBTS finally drops details on new album & tourSTRAY KIDS Dominate MovieSupport this podcast at — https://redcircle.com/permission-to-stan-podcast-kpop-multistans/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Carl Quintanilla, Jim Cramer and David Faber led off the show with the Dow at a record closing high, fueled by a rally in banking and oil stocks. The blue-chip index ended Monday's trading session with its best "Santa Claus Rally" in four years. The anchors highlighted Dow components including Chevron, Caterpillar, Goldman Sachs and JPMorgan Chase. Nvidia in the spotlight one day after CEO Jensen Huang unveiled faster AI chips and robotics at CES in Las Vegas. Also in focus: Maduro/Venezuela/Trump developments after Monday's rally in oil stocks, Ford auto sales, chips on the rise, Apple shares under pressure, an investor builds a big stake in Under Armour, the latest on the battle for Warner Bros., Sandisk shares extend their parabolic run-up. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tom Sego, founder and CEO of BlastWave, discussed his background in chemical engineering and his journey through various industries, including roles at Caterpillar, Eli Lilly, Emerson Electric, Alta Vista, and Apple. He explained that BlastWave was founded to combine Apple’s ease of use with cybersecurity, focusing on protecting critical infrastructure as it becomes increasingly digitized. Tom emphasized that human error is a significant security risk, citing an example from the San Jacinto Water District. This Follower Friday podcast is sponsored by UTSI International. Tom's podcast includes: Critical infrastructure sectors (like oil and gas, transportation, and manufacturing) face higher cyber risks than traditional IT systems due to the severe consequences of attacks and the challenge of securing legacy devices. Integrating old and new technologies is achieved by using a translation mechanism that enables secure communication between legacy systems and modern infrastructure. Artificial intelligence (AI) has a dual impact: it can enhance attackers' ability to automate cyberattacks, but it also offers opportunities to improve security, such as by eliminating vulnerabilities like passwords. Technology solutions are essential for reducing the human burden in security, especially for defending against phishing and reconnaissance attacks. Eliminating attack vectors (e.g., usernames and passwords) can significantly reduce security risks, regardless of how effective or frequent attacks become. Focusing on the safety of critical infrastructure allows people to prioritize what matters most in life, such as family, relationships, and health. To be an Insider Please subscribe to The Green Insider powered by ERENEWABLE wherever you get your podcast from and remember to leave us a five-star rating. This podcast is sponsored by UTSI International. To learn more about our sponsor or ask about being a sponsor, contact ERENEWABLE and the Green Insider Podcast. The post Securing Critical Infrastructure: Insights from Tom Sego appeared first on eRENEWABLE.