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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? HE CLOSEST TO THE PIN for CATERPILLAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
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. 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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
In this sermon Rev. Eric Phillips looks at the shocking transformation revealed in Jesus' transfiguration before the disciples and what it meant to the story of God's redemption and to the disciples present as witnesses.
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.”
Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
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
The Big OnesAlexa chega à webNVIDIA e Caterpillar lançam AI para máquinasAMD lança processadores com AI#Amazon #NVIDIA #AMD
The topics, stocks and shares mentions / discussed include: How & where to find winning stocks despite a market sell-off.The TwinPetes Investing Challenge 2025 winnersExperian / EXPNRelx / RELCaterpillar Inc / CATCentrica / Reckitt Benckiser / Severn Trent / National GridPearson / Sage / Scottish Mortgage Investment Trust / SMTEdinburgh Worldwide Investment Trust / EWI Baillie Gifford US Growth Trust / USAThe Schiehallion Fund Ltd / MNTNSpaceX IPO & valuationWood Group / WG.The Anthropic Ai (Claude Ai) sparked software / tech / financial services sell off. Hikma Pharma / HIKThe importance of intrinsic valueFTSE 100 All-time High 10,402Investing psychologyInvesting / Trading Financial Education The Twin Petes Investing 2026 Charity Just Giving Fundraising page in honour of Mark Bentley please donate whatever you can to support The Financial Times, Financial Literacy & Inclusion Campaign via the link TWINPETES INVESTING PODCAST / PETER HIGGINS is fundraising for FT FINANCIAL LITERACY AND INCLUSION CAMPAIGN& moreShareScope ShareScope landing page special discount offer code : TwinPetesInvestors' Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting ChallengeHenry Viola-Heir's blog Home – The Ethical EntrepreneurPowder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETESThe Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the Sharescope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.
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
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) Download: (Rechtsklick -> „Ziel speichern unter“) WREDS #864 – Pasta al denteDieser Podcast wird vermarktet von der Podcastbude.www.podcastbu.de - Full-Service-Podcast-Agentur - Konzeption, Produktion, Vermarktung, Distribution und Hosting.Du möchtest deinen Podcast auch kostenlos hosten und damit Geld verdienen?Dann schaue auf www.kostenlos-hosten.de und informiere dich.Dort erhältst du alle Informationen zu unseren kostenlosen Podcast-Hosting-Angeboten. kostenlos-hosten.de ist ein Produkt der Podcastbude.
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) Download: (Rechtsklick -> „Ziel speichern unter“) WREDS #864 – Pasta al denteDieser Podcast wird vermarktet von der Podcastbude.www.podcastbu.de - Full-Service-Podcast-Agentur - Konzeption, Produktion, Vermarktung, Distribution und Hosting.Du möchtest deinen Podcast auch kostenlos hosten und damit Geld verdienen?Dann schaue auf www.kostenlos-hosten.de und informiere dich.Dort erhältst du alle Informationen zu unseren kostenlosen Podcast-Hosting-Angeboten. kostenlos-hosten.de ist ein Produkt der Podcastbude.
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/
Autonomes Fahren, Robotik und Künstliche Intelligenz verändern derzeit schneller als erwartet, wie Mobilität und Industrie zusammenspielen. Zum Jahresauftakt spreche ich mit Christian Walter und Oliver Kemmann über ihre Eindrücke aus den USA, unter anderem von der CES in Las Vegas sowie aus Kalifornien. Beide blicken bewusst über das klassische Auto hinaus und ordnen ein, warum Elektromobilität auf der CES an Sichtbarkeit verliert, während Autonomie, KI und datengetriebene Systeme dominieren. Ein zentrales Thema ist die neue Normalität des autonomen Fahrens in Städten wie Las Vegas, San Francisco oder Los Angeles. Robotaxis von Waymo oder Zoox gehören dort bereits zum Alltag. Auch Teslas FSD wird kritisch eingeordnet – mit persönlichen Fahreindrücken, klaren Kostenvergleichen und der Frage, warum datenbasierte Systeme in den USA schneller lernen als in Europa. Der Unterschied liegt weniger in der Technik als in der realen Nutzung: Jede autonome Fahrt liefert wertvolle Daten, die hierzulande fehlen. Der Blick weitet sich schnell auf andere Branchen. Autonome Baumaschinen, Landtechnik und Logistik zeigen, dass Autonomie nicht beim Pkw endet. Caterpillar etwa setzt autonome Systeme bereits im industriellen Maßstab ein – mit messbaren Effekten auf Sicherheit, Effizienz und Wartung. Auch autonome Lkw gelten als realistischer nächster Schritt, getrieben durch Fahrermangel, Kosten- und Zeitdruck. Ein weiterer Schwerpunkt liegt auf der wirtschaftlichen Perspektive. Versicherungen, Betriebskosten und Produktivität wirken als zentrale Hebel für den Durchbruch autonomer Systeme. Gleichzeitig wird deutlich, dass es zunehmend um KI-Ökosysteme geht: Hardware, Software, Daten und Plattformen wachsen zusammen – nicht nur bei Tech-Konzernen, sondern auch in der Industrie. Abschließend geht es um Europas Rolle im globalen Wettbewerb. Sichtbare deutsche Akteure auf der CES stehen einem anhaltenden Abfluss von Talenten und Kapital gegenüber. Warum Mut, Kollaboration und neue Denkweisen entscheidend sind, um Mobilität, Industrie und Technologie in Europa zukunftsfähig zu gestalten, diskutieren wir offen und praxisnah. Nun aber genug der Einordnung – lasst uns direkt in das Gespräch einsteigen.
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
Vistazo a Microsoft, Meta, Tesla, Apple, Caterpillar y Mastercard. Con Celso Otero, gestor de fondos de Renta 4.
Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
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
Send us a textThe Chemistry of SavingsIn this episode of the Trucking Risk and Insurance Podcast, we sit down with Brian Livingston, a chemical engineer and veteran of Caterpillar's diesel engine division. Brian breaks down a unique catalytic technology that is helping trucking companies save 3% to 5% in fuel costs while significantly reducing their environmental footprint.Brian explains the "cracking" process—how a simple-looking copper tube filled with rare earth catalysts can break down long-chain hydrocarbons into shorter, more efficient burning chains. The result? More energy pushing the piston and less soot clogging your engine.In this episode, you'll learn:The Science of "Cracking": How catalytic reactions break down diesel fuel molecules for a more efficient burn.Massive Maintenance Gains: Why reducing soot by up to 50% leads to fewer DPF regenerations and longer engine life.The 12-Month Payback: How the 100% ROI on this technology makes it an easy "yes" for any CFO or fleet manager.Sustainability That Pays: Why you don't have to wait for electric or hydrogen trucks to start reducing your carbon footprint today.Simple Retrofitting: How this device can be installed in under an hour without any engine recalibration.Whether you are looking to survive rising fuel prices or meet new sustainability goals, Brian's "common sense" approach to chemical engineering offers a practical solution for the modern fleet.Connect with Brian Livingston:Company Website: Zelcam.com Savings Calculator: Decarbonize5.com Don't forget to Like, Subscribe, and leave a comment below!Your Hosts:John FarquharNational Risk Services Specialist, Transportation, Gallager GGBhttps://www.ajg.com/ca/M: 437-341-0932John_Farquhar@ajg.comChris HarrisCEO, Safety Dawg Inc.905 973 7056Chris@SafetyDawg.comhttps://safetydawg.com/"The Chemistry of Savings: How 'Cracking' Fuel Can Cut Trucking Costs by 5%"**00:00** – Introduction: Meeting Brian Livingston, the Chemical Engineer **01:07** – Brian's Background: 20 Years at Caterpillar and the move to Zelcam **03:47** – The Tech Explained: How a copper tube and rare earth catalysts save fuel **04:50** – Breaking the Molecules: The "Cracking" process of diesel fuel **06:46** – Emissions Impact: Reducing soot by 50% and fewer DPF regenerations **08:54** – Beyond the Highway: Applications in mining, rail, and shipping **10:22** – Maintenance and Longevity: Keeping oil clean and extending engine life **13:13** – Why wait for EV? Implementing sustainability solutions right now **16:24** – Installation and Retrofitting: A 60-minute setup for the fleet **17:33** – The Financials: Understanding the 12-month ROI **18:30** – How long does it last? The "forever" catalyst **19:57** – Moving the device to new vehicles during fleet cycles **22:43** – The OEM Question: Why isn't this standard on every truck? **24:46** – Warranty, Guarantees, and Closing ThoughtsSupport the show
Wer mehr von Christian Röhl hören will, wird auf dem YouTube-Kanal von unserem Partner Scalable Capital fündig. https://www.youtube.com/@scalable.capital/videos. Delta und JPMorgan eröffnen die Berichtssaison. Trump eröffnet den Kampf gegen Visa & Mastercard. Caterpillar knackt 300 Milliarden. Boeing knackt Airbus-Bestellungen. Japanischer Aktienmarkt boomt. Ørsted darf wieder bauen. Die Situation in Venezuela ist schwer zu durchschauen. Wer profitiert wirklich? Was sind die Risiken? Wir sprechen über Chevron (WKN: 852552), Exxon (WKN: 852549), Halliburton (WKN: 853986), Schlumberger (WKN: 853390), Phillips 66 (WKN: A1JWQU) und Marathon Petroleum (WKN: A1JEXK). Diesen Podcast vom 14.01.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning
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
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über den 25.000-Punkte-Triumph beim Dax, Trumps Zorn über die Rüstungsbranche und eine wagemutige Berkshire-Kopie. Außerdem geht es um Nvidia, Intel, AMD, Qualcomm, Siemens, Mercedes, Hyundai, Chubb, Progressive, Union Pacific, NextEra, State Street Industrial Select SPDR ETF (WKN: A14QB3), GE Aerospace, Caterpillar und RTX, Apple, Alphabet, Coca-Cola, Bank of America, American Express, Blackstone, Invitation Homes, Chevron, Nvidia, Taiwan Semiconductor Manufacturing Company, AbbVie, Revolution Medicines, CoreWeave, CrowdStrike, Kratos Defense & Security Solutions, AeroVironment, Rocket Lab, SAP, Yaskawa Electric, Serve Robotics, Hesai, Doosan, FANUC, UiPath, Pony.ai, ABB, Intuitive Surgical, Teradyne, Aptiv, Jungheinrich, ARK Artificial Intelligence & Robotics ETF (WKN: A408AX), iShares Automation & Robotics ETF (WKN: A2ANH0), Global X Robotics & Artificial Intelligence ETF (WKN: A2QPBW), Amundi MSCI Robotics & AI ETF (WKN: A2JSC9), L&G ROBO Global Robotics and Automation ETF (WKN: A12DB1), VanEck Medical Robotics and Bionic Engineering UCITS ETF (WKN: A3DT2R), Amundi NYSE Arca Gold BUGS (WKN: ETF191) 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
Caterpillar is piloting Cat AI, a system of AI agents in one of its excavators built on Nvidia's physical AI platform. Also, Calacanis, General Catalyst's Taneja, and McKinsey's Sternfels discussed how AI is reshaping technology and the labor force. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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.
Grab Steve Miller's 25 Uncopyable Action Steps FREE here: https://www.beuncopyable.com/jason-croftIn this episode of Strategy & Action, Jason Croft sits down with Steve Miller—author of 11 books including Uncopyable—to break down why being "better" than your competition is a trap... and what to do instead.Steve reveals the concept of extrinsic benchmarking (stealing genius from completely unrelated industries), why most businesses are stuck playing copycat in their own box, and how he built an eight-figure business by focusing on just 200 companies.Jason digs into the challenge coaches and consultants face today: how do you stand out when everyone sounds the same? Together, they explore the difference between visibility and memorability, why competing on price is a losing game, and what it really means to create value so clear that the decision becomes easy.You'll hear wild stories from Steve's time as a Hollywood stuntman, his work with Apple and Caterpillar, and the field trip that changed how a construction equipment giant thought about customer experience.If you're tired of blending in and want to become the inevitable choice in your market, this episode gives you the playbook.Find all the show notes and links here: https://www.strategyactionshow.com/107
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.
In the special segment "Would You Rather," Shanna and Laura present hypothetical parenting situations and then discuss which choices they would rather make, diving into the topics of bringing your kids to your own doctor's appointments, handling your kids' questionable choices in music and more! Also, Laura reports on her 6-year-old's first week at his brand-new school, and Shanna gives an update on the caterpillar that her first grader unexpectedly brought home a few weeks ago. Finally, Laura and Shanna share their BFPs and BFNs for the week. Shanna's kids are 6.5 and 9.5 years old, and Laura's kids are 6.5 years old and 4.5 years old.Topics discussed in this episode:-When you child starts a new school in the middle of the school year-When your child brings home a caterpillar to take care of and observe turn into a butterfly -Should I take my kids to my doctor's appointment with me?-When your kids constantly request music that you don't want to hear-Unexpected drama that prevents you from leaving the house on time with your kids-Taking life expectancy into consideration when getting a new pet for your familyProducts, links, resources mentioned in this episode:-Caterpillar to Butterfly Grow Kits-"Jaws Original Motion Picture Soundtrack" by John Williams-"Beetlejuice Original Motion Picture Soundtrack" by Danny Elfman-"My Bum Is Itchy" song by Poopy Man-"Macaroni with the Chicken Strips" song by Undignified Baby-Hamster Rolling Ball toy-Ball python lifespan-"Good to Go: A Fresh Take on Potty Training for Today's Intentional Parent" by Gia Gambaro Blount and Laura Birek-Amanda Troop, Voiceover ArtistPast BFP episodes mentioned in this episode:-Ep. 258 (Where Shanna talks about the softball party disaster when Cece was four)This episode's full show notes can be found here.Want to get in touch with Shanna and Laura? Send us an email and follow us on social! Instagram, Facebook or TikTok at @bfppodcastJoin our Facebook community group for support and camaraderie on your parenting journey.Visit our website!Big Fat Positive: A Pregnancy and Parenting Journey is produced by Laura Birek, Shanna Micko and Steve Yager. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Will artificial intelligence reshape the power grid, or will the inertia and complexity of today's infrastructure slow progress—or even redefine how large language models, chips, and datacenters are designed and located? To meet the exponential rise in energy demand, parts of the industry have taken shortcuts—rapidly adding behind-the-meter capacity through open-cycle gas turbines - OCGT (such as the Titan 350 from Caterpillar) with little regard for environmental regulations. The mantra seems to be speed at any cost. Is the AI boom we are witnessing justified—or sustainable? From a technological standpoint, certainly yes: AI capability is roughly doubling every seven months. But from a financial perspective, it is harder to defend—given the sky-high valuations, credit fuelled growth and mounting losses at many of the sector's biggest players. The bigger question is what all this means for the energy system itself. How will AI be powered? What will it do to the cost of energy and the shape of our infrastructure? Will it accelerate—or hinder—the energy transition? Hope is powerful—but it can also be blind. Between AI's explosive growth and the traditional energy system's entrenched realities, who will bear the cost? These are the questions Laurent and Gerard pose to Andrew Perry, Director of the Energy Transition and Environment business unit at Faculty.ai, where he leads AI-driven innovation in the energy sector. We have a heated debate, trying to honestly lay out the dilemmas in front of the industry. More insights in this excellent research by the FThttps://ig.ft.com/ai-power/Today's show is supported by the BMW Foundation Herbert Quandt. The BMW Foundation unites leaders from diverse sectors to develop solutions that foster an innovative economy and a future-proof society. A key focus is "Energy Transition & Climate Change," where the Foundation drives "International collaboration to accelerate the energy transition." With rising energy demands from AI and data centers, new partnerships, effective collaboration, and the exchange of science-based solutions and strategies are essential. That's why the BMW Foundation supports this podcast and brings these discussions to global stages by hosting the Energy Security Hub at the Munich Security Conference 2026, streaming live February 12–14. Learn more at www.bmw-foundation.org
In this episode of the In Basin Observations Podcast (recorded live at the Permian Basin Barbecue Cookoff) Bill sits down with Caterpillar's Collin Clark and Chris Berry. They highlight CAT's new gas mechanical system, which nearly doubles pumping horsepower versus legacy diesel units while lowering fuel costs and emissions and running on both CNG and field gas. The discussion also covers the growing grid “power gap” from data center demand and how Caterpillar's natural gas engines, turbines, and energy storage can be deployed behind the meter, backed by CAT's ongoing investments in manufacturing capacity and dealer service support.
This Week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Rivian's bold vertical integration bet as the EV maker announced plans to build their own chips and lidar sensors, effectively moving away from NVIDIA.Is the introduction of “Autonomy+”, a new software subscription priced to undercut competitors a risky distraction or a necessary move as the company works toward profitability? As Rivian looks inward, Wayve signed a major win, signing a definitive agreement to scale with Nissan in North America and Japan beginning in 2027.Then there is Uber. Who does Uber want to be when autonomy grows up, and who will their partners ultimately be and what those relationships will look like in the long term? Currently, Uber's autonomy narrative faces challenges, as the company appears to be playing defense while getting front-run by partners Waymo in the U.S. and Momenta in Abu Dhabi. Closing out the show, Grayson and Walt discuss the growing world of international autonomy on the weekly Foreign Autonomy Desk segment, covering updates from Bolt, Stellantis, and Caterpillar.Episode Chapters0:00 Rivian's Autonomy Ambitions 13:11 Licensing Autonomous Driving Stacks17:29 Wayve's Approach to Autonomy 21:07 Tesla's Safety Attendant Out in Austin Plans23:35 Waymo's Blitz Scaling 27:37 Waymo's Growing OOH Ad Business 32:32 Uber's Autonomy Narrative 37:57 Serve Robotics 2,000 Robot Delivery Milestone39:30 Tensor Auto / Zero Partnership 42:13 Aurora's Permian Basin Expansion 44:47 Foreign Autonomy Desk 52:16 Next Week Recorded on Friday, December 12, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Death is not an option: Caterpillar or frat boy sheets. Let's talk about some successful stars who ARE self made: Viola Davis, Selena Gomez, and Cardi B. Just because they are self made doesn't mean Vinnie likes them. The live action ‘Moana' trailer is here! Childless? AI can help! Maybe it's better to have pretend kids. San Francisco needs to step up its sins.
A major server in San Jose is down, so you might not be able to reach your favorite site. Roblox is introducing facial recognition to verify users' ages. Tom Cruise was chatting up Sydney Sweeney at the Governors Awards, but she's with a dude named Scooter! Real Christmas trees are in trouble. Are we using too much butter? Definitely not. It's the time of year for family and food traditions - to each their own. Ariana Grande hints at a third Wicked movie. Speaking of Cher, she and Ariana Grande are hosting SNL's final episode of the year. A week before, Josh O'Connor will host promoting the new ‘Knives Out' film with Lily Allen as the musical guest. A 2nd hand doobie smoke turns around a whole flight. Vinnie's telling the hang about a potato bed hack, and it reminds Bob of Burning Man. The conversation gets interesting from there. Death is not an option: Caterpillar or frat boy sheets. Let's talk about some successful stars who ARE self made: Viola Davis, Selena Gomez, and Cardi B. Just because they are self made doesn't mean Vinnie likes them. The live action ‘Moana' trailer is here! Childless? AI can help! Maybe it's better to have pretend kids. San Francisco needs to step up its sins. Ronnie Wood (of The Rolling Stones) makes art that's inspiring in an unusual way. There's so many ways to embrace going gray, but Vinnie doesn't want to be Santa Claus. Patrick Mahomes and his wife Brittany Mahomes are not good artists, but it's probably not the reason their relationship is on the rocks. Weird Al has announced a tour! Don't forget to watch ‘Planes, Trains, & Automobiles' for Bob's Movie Club! Vinnie's got a disturbing story about a real life Black Mirror episode. Plus, how old is that guy?