Podcasts about Chevron

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The John Batchelor Show
S8 Ep1156: Gordon Chang and Victoria Coates continue: China benefits from discounted Iranian oil but views the regime's economic instability as a "bad debt." Simultaneously, Saudi Arabia is deepening its partnership with the U.S. through a land

The John Batchelor Show

Play Episode Listen Later Jul 23, 2026 9:39


Gordon Chang and Victoria Coates continue: China benefits from discounted Iranian oil but views the regime's economic instability as a "bad debt." Simultaneously, Saudi Arabia is deepening its partnership with the U.S. through a landmark nuclear cooperation deal. Iraq has also signaled a shift toward Washington, signing $60 billion in energy deals with American companies like Chevron. While Russia seeks to sell extra capacity to Asia, Ukrainian strikes on refineries may hinder Putin's ability to remain a reliable energy supplier. (4)1945 TOKYO STATION

The John Batchelor Show
S8 Ep1157: SCHEDULE FOR THE JOHN BATCHELOR SHOW, 7-22-2026. 1740 BATAVIA MASSACRE Gordon Chang and Rick Fisher examine Xi Jinping's introduction of the World Artificial Intelligence Cooperation Organization (WAICO), designed to establish Chinese domina

The John Batchelor Show

Play Episode Listen Later Jul 23, 2026 6:57


SCHEDULE FOR THE JOHN BATCHELOR SHOW, 7-22-2026.1740 BATAVIA MASSACREGordon Chang and Rick Fisher examine Xi Jinping's introduction of the World Artificial Intelligence Cooperation Organization (WAICO), designed to establish Chinese dominance in setting global AI rules. Headquartered in Shanghai, the group aims to make international partners dependent on Chinese technology while promoting anti-democratic values. Meanwhile, China's economy is struggling, with real growth potentially near zero. Despite manufacturing strengths, China remains vulnerable due to a critical lack of high-end Nvidia chips required for advanced AI development. (1)Gordon Chang and Peter Huessy discuss the Democratic Socialists of America (DSA) bill to drastically reduce the U.S. nuclear triad, including cutting ICBMs from 400 to 150. Supported by Senators Bernie Sanders and Elizabeth Warren, the plan effectively promotes unilateral disarmament. Critics argue this trashes the concept of nuclear deterrence just as China and Russia expand their arsenals. Furthermore, there is a widespread "miseducation" of Americans regarding the necessity of a modernized nuclear deterrent. (2)Gordon Chang and Victoria Coates report that Iran has activated the Houthis to attack the Bab el-Mandeb strait, a critical choke point for Saudi Arabian oil exports. This escalation has pushed oil prices past $95 as the Houthis use Iranian-supplied missiles and drones to harass shipping. While the House of Saud is targeted, internal frictions between Saudi Arabia and the UAE complicate a unified regional response. The conflict represents a major humanitarian and economic disaster for global commerce. (3)Gordon Chang and Victoria Coates continue: China benefits from discounted Iranian oil but views the regime's economic instability as a "bad debt." Simultaneously, Saudi Arabia is deepening its partnership with the U.S. through a landmark nuclear cooperation deal. Iraq has also signaled a shift toward Washington, signing $60 billion in energy deals with American companies like Chevron. While Russia seeks to sell extra capacity to Asia, Ukrainian strikes on refineries may hinder Putin's ability to remain a reliable energy supplier. (4)Peter Earle traces how the word "trillion" entered the economic lexicon in 1981 when the U.S. passed $1 trillion in public debt. Today, the U.S. national debt approaches $40 trillion, with annual interest payments exceeding $1 trillion. Unlike 19th-century millionaires who faced high risks, modern trillion-dollar figures are often a product of government monetary expansion. We have entered "Trillionstan," where massive quantities of money are common, yet their long-term significance is often overlooked by the public. (5)Peter Earle argues that not all trillions are equal; some represent genuine wealth creation, such as SpaceX's $2 trillion valuation based on future technological potential. However, inflation and government borrowing have also inflated nominal values, potentially leading to a fiscal reckoning. If creditors lose faith in U.S. debt, the government may be forced to print more money, further devaluing the currency. Maintaining prosperity requires ensuring that economic forces focus on creating new wealth rather than merely redistributing it. (6)Henry Sokolski warns that the Trump administration's nuclear deal with Saudi Arabia allows the kingdom to enrich uranium, a process that can easily be diverted for bomb-making. Saudi Arabia has rejected the "additional protocol" for rigorous UN inspections, raising concerns about their true intentions. This "black box" arrangement lacks sufficient safeguards to prevent a rapid diversion of nuclear materials. Critics warn that providing enrichment technology to an ally involved in regional warfare is inherently delusional and dangerous. (7)Henry Sokolski continues: the Saudi nuclear deal could trigger a proliferation race, with nations like Egypt, Turkey, and the UAE demanding similar enrichment rights. Furthermore, allies such as South Korea and Poland may reconsider their own nuclear ambitions if they view American security guarantees as insufficient. Proliferation is no longer "old news" but a growing threat as nations seek their own deterrents. The result is a destabilized global order where multiple states hover on the verge of nuclear weapon status. (8)Michael Bernstam explains how Ukrainian drone strikes have destroyed 30% of Russia's refining capacity, causing the "crack spread"—the profit margin for refining oil—to triple worldwide. While Russia exports crude, it now suffers from severe domestic shortages of gasoline and jet fuel. Consequently, Russia is forced to buy back its own refined oil from India at premium prices. Putin has been "hoist on his own petard," creating a global energy weapon that has ultimately turned against the Russian economy. (9)Michael Bernstam reports that Ukrainian drones recently destroyed major distribution hubs for Wildberries, the Russian equivalent of Amazon, causing $2 billion in damage. These strikes have devastated small businesses and middle-class consumers, fueling internal resentment against the Kremlin. Simultaneously, 18 local Russian officials signed a petition calling for Putin's resignation as economic conditions worsen. The loss of consumer infrastructure and rising fuel costs are creating a constituency for ending the war to prevent a total economic collapse. (10)Bob Zimmerman reports that SpaceX is preparing for its 13th Starship flight, a prototype featuring major upgrades for future orbital missions and in-orbit refueling. In India, the startup Skyroot achieved a landmark success with the Vikram-1 rocket, signaling the rise of a private, capitalist space sector. However, the Indian government has counterproductively restricted ISRO employees from leaving for private firms. These contrasting approaches highlight the tension between state-run agencies and the efficiency of private enterprise in the global space race. (11)Bob Zimmerman surveys new discoveries: astronomers have detected a helium atmosphere on a terrestrial exoplanet located 48 light-years away in its star's habitable zone. Closer to home, archival data from Pluto reveals massive landslides, proving the dwarf planet is geologically active rather than dormant. Meanwhile, new images of Valles Marineris on Mars illustrate the canyon's staggering scale, with depths equivalent to the height of Mount McKinley. These discoveries emphasize that planetary bodies across our solar system are dynamic and evolving. (12)Simon Constable notes European energy prices are skyrocketing, with Brent crude hitting $95 and natural gas up 47% in a single month. In France, a heatwave and suspicious forest fires have added environmental stress to the economic crisis. A political movement in the U.S. is targeting data centers for their high energy consumption, which now exceeds 4% of usage. Surprisingly, the United Kingdom hosts the second-highest number of data centers globally, despite its historical association with "Luddite" skepticism. (13)Simon Constable observes that new British Prime Minister Andy Burnham faces immediate skepticism, with polls indicating nearly half of voters feel his government lacks direction. Burnham's focus on domestic issues like capping bus prices is criticized as a "tax and spend" policy that might alienate the wealthy. While he has emphasized national security, his early days have been defined by local populist initiatives. Critics worry his leadership style mimics a "Lord Mayor" rather than a strategic global prime minister. (14)Brandy Shufutinsky details how Qatar has provided extensive grants for Arabic language and culture programs in U.S.K-12 schools. These programs often utilize textbooks that omit Israel from maps and glorify extremist ideologies. Qatar Foundation International (QFI) even funds teacher salaries and work visas, raising concerns about who these educators truly report to. This funding creates a "pipeline" from elementary school to higher education, potentially instilling foreign-influenced perspectives in future generations of American citizens. (15)Conrad Black argues that Canada's economic growth has stalled due to high corporate taxes and "climate alarmist" policies under the Trudeau government. He suggests that new leadership under Mark Carney could revitalize the nation by making it more tax-competitive with the U.S. Canada's vast resources and skilled workforce provide the potential for a rapid rebound. For Canada to succeed, it must pivot back to pro-capitalist policies and attract foreign investment to drive future growth. (16)Two spelling corrections applied: Peter Earle (5, 6 — transcribed as "Pete Earl"; the AIER economist) and Brandy Shufutinsky (15 — transcribed as "Shubatinsky"). Both added to the log unless you'd prefer otherwise.

David Feldman Show
Trump Wants You to Fund His FAILED Iran War, More Hegseth Lies, DNI Pick Victimized Epstein Victims #1774

David Feldman Show

Play Episode Listen Later Jul 22, 2026 96:29


Trump wants $95 billion more for his Iran war while oil giants cash in — and DNI pick Jay Clayton confesses to victimizing Epstein's victims. In this episode: • Hegseth testifies war money runs dry by August 1 — demands $87 to $95 billion more on top of a nearly $1 trillion budget • Hegseth admits $37.7 billion already spent, then warns we're low on ammo on camera • US bombing hits civilian desalination systems — 10,000 Iranians without drinking water • Oil near $90 a barrel, gas near $4 — Chevron, Exxon, ConocoPhillips feast while Hormuz stays shut • Jay Clayton clears committee 9–8 for Director of National Intelligence after he spilled Epstein victims' names, addresses, and photos • Clayton won't say Biden won 2020 — and shrugs at Tulsi helping seize Fulton County ballots • Tillis and Cornyn freeze Todd Blanche's Attorney General path after Epstein survivor meeting left victims more traumatized • Cornyn holds Kari Lake and Mastriano ambassadorships hostage over PEPFAR AIDS funding — Lancet warns 14 million dead if cuts stand, one third children • Ed Martin's pardon office ignores nearly 6,000 pleas for clemency so he can free Trump donors and Clean Air Act polluters • Sunny Hostin's Harvard grad son handcuffed jogging in New Rochelle Key figures covered: Donald Trump, Pete Hegseth, Jay Clayton, Todd Blanche, Thom Tillis, Jon Cornyn, Kari Lake, Ed Martin, Kash Patel, Chelsi "Sunny" Hostin Subscribe for live shows Sunday, Tuesday, and Thursday at 6:05 PM Eastern. Recorded live on the David Feldman Show July 21, 2026 #IranWar #EpsteinFiles #ToddBlanche #PeteHegseth #Trump #JayClayton #PEPFAR #WarSupplemental #OilPrices #DavidFeldmanShow

Enerji Günlüğü Enerji Bülteni
Enerji Günlüğü 20 Temmuz 2026 Enerji Bülteni

Enerji Günlüğü Enerji Bülteni

Play Episode Listen Later Jul 20, 2026 5:02


Enerji Günlüğü Haber Bülteni:Türkiye'nin ve Dünyanın Enerji Gündemienerjigunlugu.net

Leste Oeste de Nuno Rogeiro
“Portugal tem de traçar um desígnio: garantir o regresso à diáspora”. Rogeiro sobre imigração, a segunda fase da guerra entre Irão/EUA e prevenção de catástrofes

Leste Oeste de Nuno Rogeiro

Play Episode Listen Later Jul 19, 2026 99:10


Neste programa, Nuno Rogeiro olha para a demografia da Europa e reconhece o seu envelhecimento. Para Portugal, traz uma solução, “traçar um desígnio: garantir o regresso dos portugueses no estrangeiro à diáspora". Segundo o comentador, esta será uma forma de sairmos da "armadilha diabólica” que é a imigração atual ou, como descreve, "a nova escravatura". Mas este não é o único conselho que deixa a país, traz ao programa o caso de um incêndio na Noruega e coloca a catástrofe que destruiu centenas de casas em perspetiva: “Se isto acontece neste país tão organizado, como será em Portugal agora que agosto se aproxima?”, deixa o aviso. Há ainda tempo para falar sobre o conflito entre os EUA e o Irão que entrou numa “segunda fase”. O comentador olha para o arsenal das duas potências e destaca os aviões Phantom F-4 dentro das bases iranianas. “São do tempo da guerra do Vietname e foram comprados pelo Xá da Pérsia”, explica. Fala sobre as novas peças para a redefinição do Médio Oriente, Síria e Iraque, e nota uma das posições da Chevron: “Os EUA querem transformar o Iraque no país mais moderno de exploração petrolífera de todo o Médio Oriente, segundo a empresa petrolífera”. Ouça aqui o programa em podcast, emitido na SIC Notícias a 19 de julho. See omnystudio.com/listener for privacy information.

The Amber May Show
Election Machines, Courtroom Questions, and the New Oil Power Play

The Amber May Show

Play Episode Listen Later Jul 18, 2026 63:24


Lt. Ryan Neville joins The Amber May Show to break down the Charlie Kirk pretrial hearing from the perspective of a Marine veteran and law-enforcement officer with more than 20 years of experience. Then, Amber examines President Trump's election-security press conference and the declassified intelligence released by the White House. The show also features past clips of Democrats, including Kamala Harris and Amy Klobuchar, warning that voting machines could be hacked. What changed, and why did election-machine concerns become partisan? Amber also reviews the Muskegon voter-registration investigation, the questions surrounding GBI Strategies, and the evidence that now demands a closer look. Plus, Chevron is moving into major Iraqi oil fields while studying a new oil route that could bypass the Strait of Hormuz. Could this weaken Iran's influence and reshape global energy markets? Today's show follows the evidence, asks the hard questions, and examines what happens next. Join Me On Telegram https://t.me/theambermayshow Podcast Like A PRO https://podcast-like-a-pro.trainercentralsite.com Promocode Amber Discord https://discord.gg/kUsDba4zRj https://discord.com/channels/1331829063400034435/1331829063869792308 The Amber May Show Theme Song https://suno.com/song/87e27080-4ddb-47f7-8722-b00b251e6c84 Get AMAZING Amber May Merchandise https://www.ambermayshow.com/amazing-products Follow Me on Pickax https://pickax.com/?referralCode=gb4e11n&refSource=copy Get all your My Pillow Products at a DISCOUNT www.mypillow.com/amber Use Promo Code AMBER and save up to 66% off Promo code-AMBER 800-957-2123 Get Ivermectin and hydroxychloroquine and SAVE Dr Stella Immanuel https://marketplace.drstellamd.com/amber-may Use Promo Code AmberMay and save Become An Affiliate with Dr Stella https://rehoboth-medical-cli.trackdesk.com/sign-up?referralAccountId=1f8c94aa-933e-4aa8-ac5b-5a8d9a0d4508 Save Money When Using A Patient Advocate In The Medical System https://www.graithcare.com/?ref=Amber Take Control of Your Health & Healing! Get the full celebration of solutions that happened at Healing For The A.G.E.S. Over 20 hours of ground-breaking, life-changing, information you've never heard before, and can't get anywhere else! https://healingfortheages.com/ use promocode Amber Patriot Mobile- Free Activation When you become a Patriot Mobile member, your dollars are helping to fund our God-given right to freedom. A portion of every dollar we earn is given back to the causes that support organizations that fight for First Amendment Religious Freedom, Freedom of Speech, Second Amendment Right to Bear Arms, Sanctity of Life, and the needs of our Veterans and First Responders. https://www.patriotmobile.com/amber/ Use Promocode AMBER Our Exodus supplement nourishes your body with potent biblical ingredients, supporting your physical and spiritual journey. Https://exodusstrong.com?a_aid=Amber Become an Exodus Affilate Https://exodusstrong.com/pages/champions?a_aid=Amber The Flynn Movie https://www.flynnmovie.com/ref/azladyz/ War On Truth Movie You've been told that J6 was a violent insurrection against the United States by a group of angry, fringe, MAGA supporters… What if it wasn't? What if there really was a War on Truth? https://hisglory.tv/?ref=448 Promocode MAY Patrick Byrne, the founder/CEO of Overstock.com, rose to the height of financial success and was once heralded as a Wall Street prophet. However, in 2019, Byrne seemingly slipped into madness — stepping down from his multi-billion dollar company, claiming to be a covert government asset trapped in a deadly game of political espionage https://enemywithindocuseries.com/ref/amber Promocode AMBER Is it possible with Turbo Cancers on the rise and Big Pharma's reputation at zero, that Americans are finally ready to hear the truth about Cancer? Are you ready? In the 70's a Doctor working for a National Cancer Institute discovered that Apricot seeds, which contain B-17, actually slowed the growth of tumors. https://rncstore.com/ambermay Ensure the health of the indoor air quality in your home investing in good air purifiers to eliminate pollutants and allergens. Find adjunctive therapies to cancer and better health with red light and methylene blue found in the link below! https://airwaterhealing.com/#May Promocode May Supermassive Black Coffee Use Promocode AMBER https://www.supermassiveblackcoffee.com/ Find Where we air our show here: https://www.ambermayshow.com/

Marketplace
Will Chevron-Iraq deal solve oil woes?

Marketplace

Play Episode Listen Later Jul 17, 2026 25:14


The short answer is no, the Chevron-Iraq deal won't solve the problem. So why did the U.S.-based energy company sign a vague, preliminary deal to negotiate a pipeline that circumvents the Strait of Hormuz? It's another sign that energy firms expect the war with Iran to drag on. Also in this episode: Talent managers represent more social media influencers as sponsored content spending grows, a food critic delivers the history of iconic Las Vegas buffets, and the U.S. experiences a fun shortage.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:Inflation is softening. Can it last with war and tariffs?Chevron seeks new route to transport oil from IraqThe professionals behind that sponcon on your feedThe economics behind America's fun shortageThe Las Vegas buffet, from 1946 to today

Marketplace All-in-One
Will Chevron-Iraq deal solve oil woes?

Marketplace All-in-One

Play Episode Listen Later Jul 17, 2026 25:14


The short answer is no, the Chevron-Iraq deal won't solve the problem. So why did the U.S.-based energy company sign a vague, preliminary deal to negotiate a pipeline that circumvents the Strait of Hormuz? It's another sign that energy firms expect the war with Iran to drag on. Also in this episode: Talent managers represent more social media influencers as sponsored content spending grows, a food critic delivers the history of iconic Las Vegas buffets, and the U.S. experiences a fun shortage.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:Inflation is softening. Can it last with war and tariffs?Chevron seeks new route to transport oil from IraqThe professionals behind that sponcon on your feedThe economics behind America's fun shortageThe Las Vegas buffet, from 1946 to today

TD Ameritrade Network
Charts to Watch: SPX, CVX, QCOM

TD Ameritrade Network

Play Episode Listen Later Jul 17, 2026 5:53


Brett Crowther examines a market losing momentum as the S&P 500 (SPX) remains trapped in a symmetrical triangle pattern. He highlights Chevron's (CVX) bullish breakout as a sign of strength in the energy sector, while Qualcomm (QCOM) continues to struggle amid semiconductor weakness, down 34% from its all-time high and forming a bearish head-and-shoulders pattern.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Energy News Beat Podcast
Oil and Gas Markets are rebalancing

Energy News Beat Podcast

Play Episode Listen Later Jul 17, 2026 19:05


Welcome to the Energy News Beat Standup, where host Stu Turley breaks down the 10 biggest energy stories reshaping global markets. In this episode, we dive into a world in flux: Russia's refining capacity is crumbling under Ukrainian drone strikes, Iraq is suspending exports and seeking independence from Iranian energy, and new pipeline projects are being fast-tracked to bypass the Strait of Hormuz. Meanwhile, back home, data centers are driving unprecedented energy demand, New York is doubling down on restrictive policies while Texas and Virginia race ahead, and grid vulnerabilities are becoming impossible to ignore. From geopolitical disruptions to emerging security threats—including rumors of Iranian drones in Cuba—this episode explores how energy markets are rebalancing, how new trading blocs are forming, and why now is the time to prepare for what's coming next.1. Global Oil Market RebalancingThe podcast opens with discussion of how the global oil market is undergoing significant rebalancing due to geopolitical disruptions, particularly Russia's degraded refining capacity from Ukrainian drone strikes. Russia's refining capacity has been slashed to 39 million barrels per day, forcing a shift in global trade dynamics.2. Russia's Refining Crisis & Ukraine's Drone CampaignA major focus is Ukraine's successful drone campaign against Russian refineries. Ukraine has struck over 24 of Russia's 34 major refineries, and all of Russia's major refineries are now within reach of Ukrainian drones. This has fundamentally changed how the war is being fought and has disrupted global energy supplies.3. Iraq's Energy Independence & Export ChallengesIraq has suspended crude loading at all export terminals (impacting 4 million barrels per day). The discussion covers Iraq's negotiations with major oil companies like Exxon and Chevron, and efforts to become energy independent from Iran by developing domestic natural gas instead of importing it.4. Strategic Pipeline Development & Hormuz BypassGoldman Sachs projects that new pipelines could divert 45% of Strait of Hormuz oil by 2027 and 60% by 2028. This reflects global efforts to circumvent potential disruptions at this critical chokepoint, which is bad news for Iran's economic recovery.5. Canada's Shale Gas RenaissanceLong-dormant shale gas reservoirs in Alberta are being revitalized through oil plays, particularly in the Basal Belly River Formation. This represents a significant opportunity for Canadian energy production.6. Data Center Energy Demands & New York's MoratoriumNew York has imposed its first moratorium on data centers (affecting only 5 facilities), which the host criticizes as "virtual signaling." The discussion contrasts New York's restrictive energy policies with other states like Texas, Virginia, and Georgia that are attracting data centers due to better energy availability and lower costs.7. Grid Resilience & Security ThreatsThe podcast warns about potential grid vulnerabilities, citing Exelon's CEO prediction that Americans could face blackouts as soon as 2027. There's also concern about 136 Iranian drones rumored to be in Cuba that could potentially target U.S. grid infrastructure in Florida.8. Energy Market Prices & Investment OutlookThe episode concludes with current market prices (WTI crude at $82.72, Brent at $88.77, natural gas at $2.91) and emphasizes the importance of energy awareness and personal preparedness for potential emergencies.Check the articles on https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Black Box
Sell-off chip, tonfo Nikkei. AI: tra Xi e Kimi K3. Delusione Netflix. MPS apre a BPM | Morning Finance

Black Box

Play Episode Listen Later Jul 17, 2026 29:53


16/7 Futures in rosso, escalation in Iran: Usa colpiscono i ponti. Brent a 85$ (+12% in una settimana): Chevron punta a rotte alternative a Hormuz (via Siria). PM Iraq in Usa: attesi 60mld accordi (BP, Conoco etc.). Trump in prime time (non su Abc, Nbc e CNN) accusa la Cina del più grande furto di dati di elettori. Sell-off chip e memory: cosa sta succedendo? Aspettando le trimestrali Tech di settimana prossima. Netflix -9% delude guidance, SpaceX in calo posticipa lancio Starhip, Nvidia e l'AI fisica sovrana in Giappone. ****Questo episodio è offerto da ⁠Scalable Capital ⁠Apri un conto con Scalable Capital e inizia a ricevere il 2,5% di interessi* sui tuoi risparmi:  https://it.scalable.capital/broker-online?utm_medium=affiliate&utm_source=qualityclick&utm_campaign=broker&c_id=QC59486e7f67706c777b517d435049607362766c747c5aS7541p&utm_term=983 Messaggio pubblicitario. Tasso lordo annuo variabile sulla liquidità depositata nel conto deposito non vincolato, composto da tasso base collegato al Tasso di Deposito BCE e tasso bonus discrezionale. Liquidità allocata presso banche partner e fondi monetari riconosciuti. Foglio informativo e condizioni su scalable.capital. Investire comporta dei rischi Asia in rosso, Kospi chiuso. Vendite si concentrano su Nikkei -5% il titolo Kioxia scende del -16%. Xi da world Ai conference: AI che sia a portata di tutti. I rischi di token dumping per le società Usa. Moonshot shock rivela Kimi K3 il più potente modello opensource che performa come i modelli americani. Yen minimi storici, Cosa significa intervenire con i fondi pensione?  Europa in rosso, oggi inflazione giugno. Tutto quello che dovete sapere sul risiko: MPS boccia l'offerta di Intesa San Paolo - Unipol e apre la porta a BMP. Al via l'offerta di Poste su Tim.  Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ What’s News
The Trump Administration's Latest Crackdown on Legal Immigration

WSJ What’s News

Play Episode Listen Later Jul 16, 2026 12:45


P.M. Edition for July 16. A new regulation from the Trump administration will cap student visas to a maximum of four years, and require extensions to stay longer. Journal immigration reporter Michelle Hackman gets into how big a change this is and what students—and U.S. companies—will be most affected. Plus, Chevron says it plans to explore how to help Iraqi oil bypass the Strait of Hormuz. And a new report from the Pew Charitable Trusts shows that debt collectors took more debtors to court last year. We hear from WSJ economics reporter Dan Frosch about what that suggests about the health of the U.S. consumer. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Republican Professor
Chevron Deference Doctrine Deep Dive Part 6b: Justice Gorsuch, Loper-Bright v. Raimondo 2024 (Ep 18)

The Republican Professor

Play Episode Listen Later Jul 16, 2026 55:22


We cover Justice Gorsuch's Concurring Opinion for the Court today Episode 18 of this deep dive as we continue the Loper Bright Enterprises v. Raimondo (2024) decision that overruled Chevron (1984), Justice Gorsuch's concurring Opinion for the Court. We go from p. 8 letter C of the slip opinion through the entirety of p. 14, Roman Numeral II letter B to the cusp of B.1 starting on page 15 of Gorsuch's concurrence slip opinion. If you want to follow along, there's a link below. This is the 18th Chevron Deference Deep Dive episode we've done on TRP podcast since winter 2024. And here it is Summer 2026. https://www.supremecourt.gov/opinions/23pdf/22-451_7m58.pdf (603 U.S. _____ (2024) of the Opinion of the Court written by Chief Justice Roberts. This episode includes a Chaplain's corner reading Psalm 5 in the King James Version and Streams in the Desert February 1st (Cowman Publications, Lost Feliz Station Lost Angeles 1925 original non-woke edition). The Republican Professor is a pro-correctly-articulating-separation-of-powers podcast. Donate a gift to keep the podcast going on Venmo at-sign no space TheRepublicanProfessor or https://buymeacoffee.com/lucasj.mather Warmly, Lucas J. Mather, Ph.D. The Republican Professor Podcast The Republican Professor Newsletter on Substack https://therepublicanprofessor.substack.com/ https://www.therepublicanprofessor.com/podcast/ https://www.therepublicanprofessor.com/articles/ YouTube channel: https://www.youtube.com/@TheRepublicanProfessor Facebook: https://www.facebook.com/TheRepublicanProfessor Twitter: @RepublicanProf Instagram: @the_republican_professor

Linea mercati
The Street | Wall Street frenata dai chip, Apple record; Trump parla alla nazione e le altre storie da Wall Street

Linea mercati

Play Episode Listen Later Jul 16, 2026 4:41


Wall Street frenata dai chip, altro record per Apple; Usa: sesto giorno di attacchi contro l'Iran; Chevron punta sull'Iraq; SpaceX: quinta seduta in calo, sotto prezzo collocamento; Trump parla alla nazione Puntata a cura di Stefania Spatti - Class CNBC Learn more about your ad choices. Visit megaphone.fm/adchoices

American Ground Radio
DSA Proposes Structure That Gave Us the Third Reich, the Soviet Union, and Communist China

American Ground Radio

Play Episode Listen Later Jul 15, 2026 41:51 Transcription Available


You’re listening to American Ground Radio with Stephen Parr and Louis R. Avallone. This is the full show for July 14, 2026. We open with the Democratic Socialists of America's national co-chair going on record calling for the abolition of the United States Senate — and we explain why this isn't a fringe idea anymore. The DSA wants to replace the Senate, the presidency, and the Supreme Court with a single legislative body allocated purely by population, rename it the People's Bureau, and hand it public ownership of the nation's largest corporations. We walk through what that actually means — that seven or eight major cities could effectively govern the entire country, that the constitutional protections for smaller states would vanish, and that the structure they're proposing is the same one that produced the Third Reich, the Soviet Union, and Communist China. We also note that 51% of the DSA's National Policy Committee openly identifies with communism, Marxism, or Marxist-Leninism — not according to conservative critics, but according to a report cited by the former Democratic chief counsel for the House Judiciary Committee. The Democratic Party needs to decide whether it is going to continue letting these people run under its banner. In our Top 3 Things You Need to Know, President Trump formally notified Congress that hostilities with Iran have resumed — opening a new 60-day window under the War Powers Act after Iran repeatedly violated the ceasefire and continued attacking civilian shipping in the Strait of Hormuz. Then inflation dropped from 4.2% to 3.5% last month — the largest single-month decrease in four years — driven largely by falling gas prices during the ceasefire, with core inflation down to 2.6%. And Justices Elena Kagan and Amy Coney Barrett testified jointly before Congress requesting increased security funding — with Barrett revealing that six weeks ago her teenage son opened the front door to find their street filled with police cars responding to a swatting attack on their home. We also weigh in on President Trump's signature appearing on the new $100 bill as part of America's 250th anniversary commemoration — and we have a genuine disagreement about it. It's a milestone that comes once in a nation's history and deserves recognition. But putting a sitting president's name on currency in circulation is outside American tradition, starts to look like the kind of thing emperors and monarchs do, and gives his critics an easy target that's hard to defend. Our American Mama Teri Netterville makes the case that moms are still better matchmakers than any dating app ever invented — and backs it up with evidence. Three couples she personally set up are now married, including her own daughter Summer and Louisiana Tech baseball captain Phillip Matulia, whom Teri identified as the right match before her daughter was even willing to consider it. She also shares the story of Andrea Swift — Taylor's mother — who heard that Travis Kelce loves his mother, said ding ding ding, and the rest is history. Terry's conclusion: we know our children. Apps know your data. There's a difference. In our Digging Deep segment, a Fort Worth police officer threatened street preachers Richard Pankoski and David Grisham with disorderly conduct citations at a Pride parade — telling them directly that if someone is offended by their talking, that constitutes a problem warranting a citation. We explain why this is not a close constitutional question. The First Amendment does not exist to protect popular speech. It exists precisely to protect the kind of speech that offends people. The Fort Worth police chief acknowledged the officers were wrong — but we push back on his framing. They weren't wrong in the manner they addressed it. They were wrong to address it at all. Religious speech enjoys the same constitutional protection as secular speech. If marchers get to publicly celebrate what scripture calls sin, preachers get to publicly call it sin. We then turn to Zoran Mamdani's New York City — where Manhattan's average one-bedroom rent has hit an all-time high of nearly $5,500 a month and Brooklyn is setting its own records, with critics calling the housing situation DEFCON 1. We connect it directly to Mamdani's rent freeze threats, which gave every landlord in the city a powerful incentive to raise rents before the freeze could take effect, and to congestion pricing, which is now making it financially attractive to live inside Manhattan rather than commute — driving up rents from the demand side. The left created this crisis with its own policies and is now running on those same policies as the solution. For our Bright Spot, President Trump and Iraqi Prime Minister Ali al-Zaidi announced that U.S. troops will be out of Iraq by September 30th — ending a 23-year military presence that peaked at 170,000 troops and is now down to roughly 2,000. We also cover Iraq signing new oil deals with Chevron and other American companies to build pipelines running from Iraq through Turkey to Europe — bypassing the Strait of Hormuz entirely — which would permanently reduce Iranian leverage over global energy markets. And we close with 28-year-old Rishi Sharma, who at 18 became curious about World War II, interviewed one veteran, then another, then another, until curiosity became an obsession — and he has now spent every single day of the last ten years interviewing veterans of the Greatest Generation, preserving 3,000 firsthand accounts of American history on hard drives and SD cards before those voices are gone forever. May your pursuit of happiness bring you joy. Listen now wherever you get your podcasts, visit AmericanGroundRadio.com, and join the conversation at 866-AGR-1776!See omnystudio.com/listener for privacy information.

Darn IT Podcast
The Fortinet Leak Every Business Should Care About (Not Just Fortinet Customers)

Darn IT Podcast

Play Episode Listen Later Jul 15, 2026 11:56


A researcher found an unlocked server...and inside it, working VPN credentials for nearly 74,000 corporate firewalls spanning Chevron, Samsung, Foxconn, and thousands more. In this episode of Darnley's Cyber Café, Darnley breaks down the FortiBleed leak: what was exposed, how attackers allegedly cracked their way in at a billion-attempt scale, and why this story matters even if your organization has never touched a FortiGate. Spoiler: the lesson is bigger than one vendor...Show Notes:If you were affected https://socradar.io/free-tools/fortibleedClick here to send future episode recommendationSupport the showSubscribe now to Darnley's Cyber Cafe and stay informed on the latest developments in the ever-evolving digital landscape.

Minimum Competence
Legal News for Tues 7/14 - Subpoenas for Times Reporters, Trump's IRS Deal Void, More Tylenol Autism Nonsense and Big Companies May Yet Miss Chevron Deference

Minimum Competence

Play Episode Listen Later Jul 14, 2026 9:08


This Day in Legal History: The Sedition Act of 1798On July 14, 1798, Congress passed the Sedition Act, the most notorious of the four laws known collectively as the Alien and Sedition Acts. The Sedition Act made it a federal crime to write, print, utter, or publish “any false, scandalous and malicious writing” against the government of the United States, the Congress, or the President—with the intent to defame them or bring them into disrepute. In plain terms, it criminalized criticism of the government.The context was a Federalist administration, under President John Adams, gripped by fear of France and of domestic dissent, and eager to silence the opposition press aligned with Thomas Jefferson's Republicans. And that's exactly how it was used. Federal prosecutors went after Republican newspaper editors and even a sitting congressman, securing convictions for the crime of harsh political speech. Notably, the Act was written to expire in 1801—conveniently, the moment Adams's term would end—so that it could be wielded against his critics but would not outlive his own hold on power.The reaction was fierce and consequential. Jefferson and James Madison drafted the Kentucky and Virginia Resolutions arguing the Act was unconstitutional, and the ensuing backlash helped sweep Jefferson into the presidency in 1800; once in office, he pardoned those convicted under it. The Sedition Act was never tested at the Supreme Court, but history rendered its verdict. More than a century and a half later, in New York Times v. Sullivan, the Court looked back and declared that the Act's assault on free expression had been repudiated “in the court of history,” using it as a touchstone for modern First Amendment law. The lesson of July 14, 1798 endures: laws that punish criticism of the government are almost always tools of the powerful against their critics—and a free press is most necessary precisely when the state would prefer it silent.Federal prosecutors have issued subpoenas seeking to compel four New York Times journalists to testify before a Manhattan grand jury, part of a leak investigation into the paper's reporting on security concerns surrounding President Trump's flight on the new Qatari-donated Air Force One. Federal agents delivered some of the subpoenas to the reporters' homes. Here's the legal terrain. There is no absolute federal reporter's privilege—the Supreme Court held decades ago that the First Amendment doesn't categorically shield journalists from grand jury subpoenas—but the Justice Department has long operated under internal guidelines that made going after reporters a last resort. Those guardrails matter here, because in 2025 Attorney General Pam Bondi rescinded the Biden-era policy that had sharply limited subpoenas against journalists, restoring broader authority to pursue them. The Times says it will fight, and can ask a court to quash the subpoenas as overbroad, issued in bad faith, or violating the First Amendment. The significance is the pressure this puts on newsgathering: when the government can subpoena reporters to unmask their sources, sources stop talking, and the kind of national-security reporting at issue here gets harder to do. Press-freedom groups warn this administration has reached for subpoenas and search warrants against journalists—at the Times, the Post, and the Wall Street Journal—more freely than its predecessors.Explainer: Can prosecutors compel New York Times journalists to testify in leak probe? | ReutersA federal judge has voided President Trump's roughly $1.78 billion settlement with the IRS, delivering a scathing rebuke and referring his lawyers for possible discipline. The backstory is unusual. Trump sued his own administration in January over the leak of his tax returns, and by late May had reached a deal with the IRS to create an “anti-weaponization” fund and to “forever bar” the government from any action related to his past tax returns—protection extending to his family and businesses. U.S. District Judge Kathleen Williams found the whole thing was a setup. The core legal defect is the absence of what courts call adverseness. Federal courts can only decide genuine “cases or controversies”—real disputes between opposing parties. Here, Judge Williams wrote, “there was never adverseness between the Parties; there was never a case or controversy; and there was never a question as to who would prevail,” because Trump was effectively suing himself, with his own Justice Department on the other side agreeing to lose. She found the case was brought for an improper purpose: to get a court's stamp of legitimacy on a settlement with no basis in law or fact. She sanctioned Trump's attorneys and referred one, Alejandro Brito, to the Florida bar, and suggested Acting Attorney General Todd Blanche should face discipline too. The significance is a court refusing to be used as a rubber stamp—insisting that its legitimacy can't be borrowed to bless a collusive deal dressed up as litigation.US judge voids Trump's settlement with IRS | ReutersA federal appeals court has revived more than 500 private lawsuits against Kenvue, the maker of Tylenol, alleging that acetaminophen use during pregnancy caused autism and ADHD in children—and here it's worth being clear about the science before the law. There is no firm scientific evidence that Tylenol causes autism or ADHD. The most rigorous recent research, including a large Swedish sibling-comparison study of millions of children, found no causal link once you control for genetic and environmental factors shared within families; mainstream medical bodies continue to regard acetaminophen as one of the safer pain and fever options in pregnancy, and untreated high fevers carry their own real risks. So this ruling is not a finding that Tylenol is dangerous. What the Second Circuit actually decided was narrower and procedural: that the trial judge had wrongly excluded the plaintiffs' expert witnesses. Under the rules governing expert testimony, judges act as “gatekeepers,” admitting expert opinion only if it rests on reliable methodology. The district court had tossed the plaintiffs' experts as unreliable; the appeals court, per Judge Guido Calabresi, said their methods reflected approaches other scientists use and amounted to “acceptable interpretations of scientific evidence where scientists may, and in fact do, disagree.” Crucially, the court stressed it was not deciding whether Tylenol actually causes these conditions. The significance is about who weighs contested science—the ruling lets juries, not just judges, hear the dispute, which is a real win for the plaintiffs procedurally even though the underlying causation case remains, on the current evidence, weak.US appeals court revives private lawsuits linking Tylenol to autism, ADHD | ReutersAnd finally, in my column for Bloomberg Tax this week, I take on a counterintuitive idea: that big corporate taxpayers may come to miss the boring, predictable world of administrative tax law now that the Supreme Court has overruled Chevron deference. My argument, in short, is that a weaker IRS and Treasury is not the unalloyed win a lot of multinationals assume it is.Here's the setup. For forty years, under Chevron, courts deferred to a federal agency's reasonable interpretation of an ambiguous statute. With Chevron gone, courts no longer have to defer to Treasury's reading of the tax code just because the statute is vague and the agency has expertise. A lot of corporate taxpayers cheered that—less agency power sounds like more freedom. But my point is that killing Chevron did nothing to remove the underlying ambiguity in the tax code; it just moved the job of resolving that ambiguity to a different desk. And there are only two other desks it can land on, and I don't love either one for a company that wants predictability.The first desk belongs to the courts. If Treasury can't issue as many binding, prospective rules, then more of these questions get resolved through litigation—case by case, on particular records, often years after the transactions are done. Courts are built to handle controversies, not to administer a global corporate tax system. The Coca-Cola transfer-pricing fight is the stress test I point to: a company may win a great refund that way, but you can't organize a multinational's affairs around the hope that every ambiguous question turns into a bespoke judicial adventure. The second desk belongs to Congress, which is the more democratically satisfying answer—Congress writes the code and is politically accountable. But in practice Congress moves slowly and episodically, usually only when tax changes ride along on some bigger budget deal. By the time Congress fixes an international tax problem, the business model that created it has been reorganized twice and pivoted to something involving AI.So the core of my argument is that corporate taxpayers need to distinguish between a useful litigation win and a stable legal environment—those two things don't always travel together. A bad but clear rule can be modeled and planned around; an ambiguous rule, as I put it, isn't really a rule, it's a threat in the shape of a Treasury notice. My prescription is that Congress should make clearer, more deliberate delegations where technical administration is unavoidable—transfer pricing, international tax, anti-abuse rules—and that Treasury should do a post-Chevron audit of its own regulations to flag where the code is asking too much of administration and too little of legislation. Because the real choice here isn't between IRS power and taxpayer freedom. It's between prospective administration and retroactive improvisation—and multinationals may get their wish, see the IRS diminished, and then find themselves stuck with rules everyone knows are broken but no one can fix.Big Corporate Taxpayers Need More Clarity in a Post-Chevron World | Bloomberg Tax This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

Alles auf Aktien
Der Helsing-Hype und eine völlig neue Hedgefonds-Chance

Alles auf Aktien

Play Episode Listen Later Jul 14, 2026 24:36 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über historisch günstige Goldminen, starke Drägerwerk-Zahlen und den „Wächter von Hormus“. Außerdem geht es um SanDisk, Marvell Technology, Intel, SK Hynix, SpaceX, Bank of America, Hensoldt, Renk, Volkswagen, Rheinmetall, Airbus, Drägerwerk, Vossloh, HelloFresh, Goldman Sachs, JPMorgan Chase, Wells Fargo, Citigroup, Gerresheimer, Ericsson, Mercedes-Benz, Schaeffler, Lufthansa, American Airlines, IAG, Ryanair, Shell, BP, ExxonMobil, Chevron, TSMC, Samsung Electronics und iShares MSCI EM UCITS ETF (WKN: A0RPWJ), JP Morgan Global Equity Plus (ISIN LU3351089811) und den JP Morgan Emerging Markets Equity Plus (ISIN LU2190025218). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Enerji Günlüğü Enerji Bülteni
Enerji Günlüğü 14 Temmuz 2026 Enerji Bülteni

Enerji Günlüğü Enerji Bülteni

Play Episode Listen Later Jul 14, 2026 4:53


Enerji Günlüğü Haber Bülteni:Türkiye'nin ve Dünyanın Enerji Gündemienerjigunlugu.net

Capital Allocators
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)

Capital Allocators

Play Episode Listen Later Jul 13, 2026 54:10


Baroness Dambisa Moyo is a global economist, author, board member, and investor who sits at the intersection of public policy, corporate governance, and capital allocation. Dambisa serves in the U.K. House of Lords, sits on the boards of Chevron, Starbucks, Condé Nast, and Oxford University's investment committee, is Chair of the Economic Club of New York, and oversees Altered Trajectory alongside her husband, Jared Smith, the family office formed after his sale of Qualtrics in 2018. Our conversation traces Dambisa's journey from growing up in Zambia to becoming a leading voice on global economic development and governance. We discuss how her experiences across more than 80 countries and on the boards of four global companies shaped her judgment on economic growth, governance, and decision-making. We then turn to the application of those lessons at Altered Trajectory, including the evolution away from an endowment-style portfolio, balancing Dambisa's macro convictions with Jared's moonshot investing style, and positioning for long-term themes. Along the way, we discuss the challenge of investing through structural change while avoiding ideological thinking. Any leader should see for themselves the benefits of elite coaching. Try ALEX: tryalex.admiredleadership.com. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

GREY Journal Daily News Podcast
Will Wall Street's Fee Boom Shape Your Exit Plans?

GREY Journal Daily News Podcast

Play Episode Listen Later Jul 13, 2026 1:12


The Financial Times reports that Wall Street is earning larger fees from SpaceX's initial public offering and renewed mega-merger activity. IPO underwriting fees typically range from three to seven percent of proceeds, with greenshoe options and lockups shaping liquidity. Advisory fees on transactions above $10 billion can reach into the high tens or hundreds of millions of dollars. Recent examples of large announced deals include ExxonMobil's move for Pioneer Natural Resources and Chevron's agreement to acquire Hess. A stronger fee environment draws resources to exchanges, law firms, auditors, and secondary platforms. Founders and CFOs face choices among IPOs, direct listings, spin-offs, and sales as they prepare for shifting market conditions.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

GREY Journal Daily News Podcast
How Will Second-Quarter Earnings Guide 2026 Planning?

GREY Journal Daily News Podcast

Play Episode Listen Later Jul 13, 2026 1:24


Morningstar's Markets Brief urges investors to watch second-quarter earnings because guidance and revisions can reset valuations. Large banks will set the tone on credit by reporting net interest income, deposit costs, and credit losses. Technology platforms including Microsoft, Amazon, and Alphabet will update cloud and AI demand, with Nvidia supply as a factor. Consumer and advertising signals will come from Walmart, Target, Costco, Starbucks, McDonald's, Meta, Alphabet, and Snap. Logistics and industrials such as UPS, FedEx, Union Pacific, CSX, C.H. Robinson, Caterpillar, and Honeywell will detail volumes, rates, and backlogs. Energy and utilities including Exxon Mobil, Chevron, ConocoPhillips, NextEra Energy, and Duke Energy will connect commodity and power trends to cost structures. Founders can use these disclosures to recalibrate budgets, vendor terms, hiring, and capital spending for the rest of the year.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Marsha Collier & Marc Cohen Techradio by Computer and Technology Radio / wsRadio
Meta AI Pulls Plug on Image Generation, Smart Glasses Super Sensing, the Truth About Gas and more

Marsha Collier & Marc Cohen Techradio by Computer and Technology Radio / wsRadio

Play Episode Listen Later Jul 12, 2026 48:59


This week on TechRadio we dive into some big Meta moves and practical tech stories. We cover: Meta AI shutting down image manipulation features The new Meta smart glasses Super Sensing capability When you might want to avoid using ChatGPT or AI StubHub insider-financed scalpers The all-new Fiat model Chevron, Shell, 76 — is all gas really the same? Our current tops in streaming recommendations Packed with clear explanations and useful tips, this episode is perfect if you want to stay on top of AI changes, smart gadgets, consumer alerts, and more. Tune in for your friendly weekly tech update!

Beurswatch | BNR
De échte baas van Unilever? Een activistische aandeelhouder

Beurswatch | BNR

Play Episode Listen Later Jul 8, 2026 23:34


Unilever ziet een van zijn grote aandeelhouders weglopen. Een die al meer dan 15 jaar trouw was aan het bedrijf. Het gaat om fondsbeheerder Terry Smith. Die hard uithaalt naar de directie. Tegen de Financial Times zegt hij misleid te zijn door de directie. Unilever beloofde hem (net na de afsplitsing van de ijstak in 2025) geen grote onderdelen meer te verkopen. Maar ze deden het toch. De voedingstak ging eruit. Volgens Smith neemt niet de directie de grote beslissingen, maar activistische aandeelhouder Nelson Peltz. Hij zou achter de schermen de touwtjes in handen hebben. Deze aflevering kijken we wat dat voor jou als beleggers betekent. Is het nu een voordeel of toch een nadeel? Gaat het ook weer over het bezoek van handelsminister Sjoerd Sjoerdsma aan China. Hij was zelf optimistisch over zijn bezoek, maar daar denkt zijn Chinese college toch anders over. Hij zet Sjoerdsma gelijk aan het werk. Het is ook de aflevering waarin we het meerdere keren over Apple hebben. Het gaat over een Chinese chip die ze in China aan het testen zijn. In eigen land pleasen ze ondertussen het Witte Huis met een andere deal. Te gast: Nico Inberg van De Aandeelhouder BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

A Quest for Well-Being
Why We Stay Silent—and How to Reclaim Our Voice

A Quest for Well-Being

Play Episode Listen Later Jul 7, 2026 53:29


— How many times have we remained silent when something important needed to be said? How often have we hidden our thoughts, emotions, needs, or truths out of fear of judgment, rejection, conflict, or simply not being heard? Many of us learn, often from an early age, that staying quiet is safer than speaking up. Over time, those patterns can become so familiar that we hardly notice them. We silence our ideas, our creativity, our boundaries, our needs, and sometimes even our authentic selves. But what is the cost of that silence? Today, we'll explore how silence shapes our lives, relationships, workplaces, and communities, and how we can begin to recognize and unlearn the unconscious patterns that keep us from fully expressing who we are. We'll discuss the courage required to speak our truth, the importance of creating spaces where all voices are welcomed, and how authentic self-expression can lead to greater connection, belonging, personal growth, and well-being. At its heart, this conversation is an invitation to reclaim our voice—not to speak louder, but to speak more honestly, more intentionally, and more fully from who we truly are. Valeria interviews Elaine Lin Hering  — She is the author of  "Unlearning Silence: How to Speak Your Mind, Unleash Talent, and Live More Fully." Elaine Lin Hering is a speaker, facilitator, and former Lecturer on Law at Harvard Law School. She works with organizations and individuals to build skills in communication, collaboration, and conflict management. She has worked on six continents and facilitated executive education at Harvard, Dartmouth, Tufts, UC Berkeley, and UCLA. She has served as the Advanced Training Director for the Harvard Mediation Program and a Managing Partner for a global leadership development firm. She has worked with coal miners at BHP Billiton, micro-finance organizers in East Africa, mental health professionals in China, and senior leadership at the US Department of Commerce. Her clients include American Express, Chevron, Google, Nike, Novartis, PayPal, Pixar, and the Red Cross. She was named a Thinkers50 global management thinker on the rise.  To learn more about Elaine Lin Hering and her work, please visit: https://elainelinhering.com/

Faith Driven Entrepreneur
Episode 382 - Why Every Entrepreneur Gets Generosity Wrong | John Cortines

Faith Driven Entrepreneur

Play Episode Listen Later Jul 7, 2026 48:13


Host Justin Forman sits down with John Cortines, author, generosity advocate, and a leader at the Maclellan Foundation, to unpack the heart transformation at the core of every faith-driven entrepreneur's relationship with money. Recorded at the Kingdom Advisors conference, this conversation begins in a Harvard Business School Bible study and ends with a vision for professionally managed giving funds that could rival the mutual fund industry in scale. John traces his journey from a young oil-and-gas professional whose online banking password was literally "retire@40!" to a husband, father of six, homesteader, and passionate advocate for Kingdom generosity. Drawing from his two books, God and Money and True Riches, John shares both the practical mechanics and the deep heart work required to move from asking "How much do I need to give?" to "How much do I really need to keep?" Key Topics: The wrong question most Christians ask about money, and the reframe that changes everything Why giving felt like a spreadsheet cell working against retirement, until joy broke through Financial finish lines: setting lifestyle and net worth guardrails before wealth arrives The four heart conditions around money (pride, coveting, anxiety, and indifference) and their gospel antidotes Why King Nebuchadnezzar and King David are the ultimate contrast study for entrepreneurs How collaborative, professionally managed giving funds could become as common as index funds Practical first steps for busy entrepreneurs ready to go on the generosity offensive Notable Quotes: “The right question isn't how much do I need to give, it's how much do I really need to keep?” — John Cortines “All things come from you and of your own have we given you.” — John Cortines (quoting King David, 1 Chronicles 29) “By definition, giving is actually a source of joy and freedom and purpose in the Christian walk.” — John Cortines   Guest Background: John Cortines is the co-author of God and Money (2016) and True Riches, books exploring biblical stewardship and the heart transformation behind generous living. A Harvard Business School graduate, John began his career in oil and gas at Chevron before pursuing a calling to equip Christian business leaders with a theology and practice of generosity. Today he helps lead generosity and giving strategy at the Maclellan Foundation, which opens its global grant-making engine to families deploying resources worldwide. John and his wife Megan live on 12 acres in East Tennessee with their six children, where they homeschool, homestead, and raise everything from egg-laying hens to Thanksgiving turkeys.

Off Brand
Extractive Tapestry Part 4: How the Judicial System Blocks Sustainability | EnvironMental Podcast

Off Brand

Play Episode Listen Later Jul 6, 2026 51:25


How does the judicial system block sustainability? In Part 4 of the Extractive Tapestry series on the EnvironMental Podcast deconstructs the legal frameworks that permit environmental degradation. Moving past basic corruption narratives, this video essay traces how the 1787 U.S. Constitution prioritizes commercial capital over ecological survival. By analyzing recent landmark rulings—including Chevron v. Plaquemines Parish (2026), Sackett v. EPA, Seven County, and the gerrymandering decision in Louisiana v. Callais—the episode exposes how courts convert ecocide into technical compliance while legally disarming frontline communities.Transitioning from the macro limitations of the International Court of Justice (ICJ) to grassroots victories in Benson, Texas, this essay provides a tactical toolkit for local climate resistance, legal action via ClientEarth, and the push for Constitutional Green Amendments.

Energy News Beat Podcast
What is next for the Oil and Gas Markets?

Energy News Beat Podcast

Play Episode Listen Later Jul 6, 2026 58:15


Doomberg stops by and drops some truth bombs around the cage. We cover his article for tomorrow and Friday and tee up his book. You can read all of Doomberg's articles on https://newsletter.doomberg.com/Doomberg stops by and drops some truth bombs around the cage. We cover his article for tomorrow and Friday and tee up his book. You can read all of Doomberg's articles on https://newsletter.doomberg.com/1. Sanctions Against Russia & Their IneffectivenessThe hosts discuss Doomberg's article "Treatment Resistant," which argues that sanctions against strong countries like Russia don't work as intended. They compare it to treating cancer—if you don't cure it, it comes back stronger. The EU's strategy of limiting Russian LNG exports while simultaneously importing Russian LNG is highlighted as contradictory and ineffective.2. EU Censorship & Free Speech ConcernsA significant portion focuses on European overreach in censorship, including a new European Court of Justice ruling that makes it illegal to even quote or critique Russian media. This threatens independent journalists and Substack creators, raising concerns about freedom of speech and the weaponization of sanctions enforcement.3. Ukraine War & Geopolitical StrategyThe conversation covers the ongoing conflict in Ukraine, including:Russian refinery damage from drone strikes and its actual impactThe importance of the land corridor to Crimea for RussiaCriticism of endless U.S. military involvement in foreign conflictsThe need for diplomatic talks between Trump, Putin, and Zelensky4. Energy Markets & Oil PricingDiscussion of current oil prices (~$68/barrel), refining capacity constraints, and the crack spread differences between Texas ($5) and California ($15). They debate whether oil will drop to $50 and discuss the role of NGLs (natural gas liquids) as an alternative hydrocarbon source.5. Peak Not Oil & NGL ProductionDoomberg presents the thesis that we're not running out of oil—instead, we're transitioning to abundant NGLs (propane, butane, ethane). U.S. NGL production is expected to cross 8 million barrels per day, offering cleaner-burning alternatives.6. NATO & U.S. Foreign PolicyCritical examination of:Article 5 obligations (e.g., defending Estonia)The Jones Act and its impact on energy pricesWhy the U.S. should focus on the Western Hemisphere rather than global conflictsThe dangers of nuclear proliferation resulting from military interventions7. California's Energy CrisisDiscussion of California's regulatory overreach, refinery closures, and how the temporary suspension of the Jones Act has helped provide cheaper energy to the state.8. Upcoming Doomberg Stories"Sources and Methods" (Friday) - Examining media bias and how to verify information in an age of AI and deepfakes"Blue Chips" (Tomorrow) - A gas-to-data project in the Permian involving Chevron, Microsoft, and GE9. Media Literacy & PropagandaThe hosts emphasize the importance of critical thinking, cross-referencing multiple sources (including alternative media), and understanding that major outlets like the Financial Times have biases and propaganda elements mixed with legitimate reporting.This episode is essentially a deep dive into energy geopolitics, the failures of Western sanctions policy, and the importance of independent analysis in an increasingly censored information landscape.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

TD Ameritrade Network
Chart of the Day: CVX

TD Ameritrade Network

Play Episode Listen Later Jul 2, 2026 2:56


Crude oil's price spike helped fuel rallies in Chevron (CVX) and related companies. After a significant sell-off in crude, Ben Watson of Charles Schwab points out a "cup and handle" pattern forming in Chevron's stock. He adds that shares are nearing a key support level when examining the stock's long-term price action. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

DH Unplugged
DHUnplugged #808: Bulls in a Bubble Shop

DH Unplugged

Play Episode Listen Later Jul 1, 2026 61:55


Happy 250th! The bulls are bubbling up! Yentervention – it is a thing. Labor market predictions. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - 250 Years! - We have the scorecard - Bulls are on the loose! - Kevin Hassett - what a putz - RAM JOB! Markets - Google's first day in the DJIA - a good one - SpaceX bonds already losing -Yen slips to 1986 levels - Yentervention? WHAT A PUTZ! - Trump Accounts launch July 4, with the NYSE and Nasdaq set to ring the opening bell from the Oval Office. - Program gives a $1,000 Treasury-funded investment account to U.S. children born from January 1, 2025 through December 31, 2028. - Kids under 18 can have accounts, but only newborns in that four-year window get the federal seed money. - Parents, family, employers, nonprofits, and governments can add money, with a general $5,000 annual contribution cap. - Money is invested in index funds and generally locked up until the child reaches adulthood. - Kevin Hassett pitched it as a way to teach kids about markets, ownership, saving, and compounding. His argument is that the more young people get exposed to investing early, and market ownership becomes less of an upper-income club. - However - > the government is handing out taxpayer-funded brokerage seed money while selling it as capitalism. - Also odd: the benefit may skew toward families who already know how to file forms, open accounts, and add more money. - So basically it is a forced financial-literacy experiment wrapped in a political brand name, with a socialist starter check to teach capitalism. First-Half Winners and Losers - S&P 500 finished the first half up roughly 7% to 8%, with the rally led by AI hardware, chips, memory, and data-center infrastructure. - Biggest winners were the shovel sellers: Sandisk up about 780%, Micron up about 296%, Western Digital up about 240%, Seagate up about 226%. - Overseas AI hardware ripped too: South Korea's Kospi up 123%, helped by Samsung up 169% and SK Hynix up 303%. - Semiconductor ETFs had a monster Q2: iShares Semiconductor ETF up 86.8%, VanEck Semiconductor ETF up 64.8%. - Japan's Nikkei rose about 38%; FTSE 100 gained about 5.8%. - Losers were the software/platform names that could not prove immediate AI payoff. - Microsoft was down about 24% despite being one of the biggest AI spenders. - Momentum stocks had one of their worst stretches in two decades as the Magnificent Seven slipped on capex worries. - Crypto and gold also lagged the AI-infrastructure trade. - Equity BULLS are running like it was San Fermin, Spain... MORE.... - Gold biggest quarterly loss since 2013 - Japan best quarter ever - Oil starts and ends - Kospi best quarter in 30 years - Stoxx 600 best Q in 5 years Something is going to break! - When Micro announced earnings, and we see that companies are panicking (News about existential threat to smaller tech players).. We said something is going to break - MU shares lifted to ATH on the news - big big beat - Micron's latest quarter showed a dramatic acceleration from the year-ago period, with revenue rising from $9,301 to $41,460 and EPS increasing from $1.91 to $25.11. - HUGE uptick in guidance - Apple increased pricing, Dell is increasing prices next week (17%), Microsoft raised price on XBox, HP across the board increase, Lenovo/Xiaomi increases, - NOW: Apple is lobbying the Trump administration for clearance to buy memory chips from China's ChangXin Memory Technologies Korea Goes All-In On AI Memory - Samsung and SK Hynix are backing a huge South Korea chip buildout tied to AI memory, HBM, advanced DRAM, packaging and data centers. - Samsung's plan includes hundreds of trillions of won for new fabs, including HBM facilities in Cheonan and Onyang. - SK Hynix is expanding Yongin and planning a major new chip base as it rides demand from Nvidia-linked HBM supply. - Government angle: Seoul wants domestic chip capacity treated like national infrastructure, not just corporate capex. - The state is trying to lock in supply-chain control before China, Taiwan, Japan and the U.S. pull more production into their own subsidy zones. - Market wrinkle: AI memory is hot now, but memory companies have a long history of overbuilding into strong pricing cycles. - Governments are no longer just subsidizing chips — they are helping plan semiconductor cities. RAM Job? - Samsung, SK hynix, and Micron were hit with a U.S. antitrust class-action lawsuit over alleged DRAM price fixing. - Allegation: the big three coordinated supply cuts while shifting capacity away from regular DDR3/DDR4 memory and into high-bandwidth memory for AI servers. - Plaintiffs say the three companies control roughly 90% of the DRAM market. - Conventional DRAM prices allegedly jumped about 700% over four years. - Complaint argues that in a normal commodity market, at least one supplier would usually increase production when prices spike. - Instead, the lawsuit says all three moved in the same direction at the same time. DRAM: We Have Seen This Movie Before - Yes, there was a similar DRAM price-fixing scandal in the 2000s. - DOJ investigation covered alleged DRAM price fixing from roughly 1998 through 2002. - Hynix pleaded guilty in 2005 and agreed to pay a $185 million criminal fine. - Samsung pleaded guilty in 2005 and agreed to pay a $300 million criminal fine. - Infineon pleaded guilty earlier, in 2004, and agreed to pay a $160 million fine. - Micron was involved in the investigation but received amnesty/cooperation treatment rather than the same criminal fine path. - Several executives were also charged or pleaded guilty. - State AGs and private plaintiffs later pursued civil cases tied to overpayment claims. - Difference now: the new case is not yet proven and appears focused on alleged coordinated supply restriction during the AI/HBM boom. Chevron and Microsoft - Chevron Corp signed 20-year deal with Microsoft for data center power. - Agreement supplies natural-gas fired generation for massive West Texas facility. - Project Kilby expected online 2028, ramping to 2.67 gigawatts. - Full output enough to power more than 530,000 Texas homes. - Chevron partnering Engine No. 1, final investment decision planned later. - Deal follows prior reports of exclusive long-term power negotiations. More Oil News - Drill baby Drill - Interior Department cutting federal drilling bonds by 95% to spur exploration. - Required bond drops from $500,000 to $25,000 for leases. - Bonds ensure cleanup costs don't fall on taxpayers if wells abandoned. - Policy change aims to encourage more oil and gas development. - Proposal subject to 60-day public comment after Federal Register publication. Dow 52,000 and the Tech Bounce - Dow closed above 52,000 for the first time Monday, finishing at 52,182.74. - S&P 500 gained 1.18%; Nasdaq jumped 2.07%. - S&P and Nasdaq snapped five-session losing streaks. - Alphabet rose 4.8% on its first day as a Dow component. - Tesla gained 8.5%; SpaceX rose more than 7%. - The bounce came after last week's tech selloff, with investors rotating back into mega-cap and AI names. Comcast Breaks Itself Up - Comcast plans to split media and connectivity into two separate companies. - NBCUniversal and Sky would be spun off in a tax-free deal; Comcast keeps broadband, wireless, and cable. - Completion expected within a year. - Shareholders would own both Comcast and the new NBCUniversal. - Comcast shares rose on the news; Charter also jumped as investors speculated Comcast could eventually pursue a broadband-scale deal. AI Trade Gets a Warning Label - Bank for International Settlements flagged the AI boom as a financial-stability risk. - The main concerns: elevated valuations, investor complacency, complex funding structures, and debt financing across the AI supply chain. - BIS also warned that record public debt and leveraged hedge-fund activity in sovereign bonds could amplify shocks. - Quote from BIS General Manager Pablo Hernandez de Cos: "Policy actions must reinforce each other." - The interesting part: central bankers are not saying AI is fake; they are saying the financing stack may be fragile. Inflation Back Above 4% - BEA's PCE price index rose 4.1% year over year in May. - April was 3.8%; March was 3.5%; February was 2.9%. - This keeps pressure on the Fed because PCE is the Fed's preferred inflation gauge. - Core PCE may later be revised lower because of BEA methodology changes. - Goldman estimated May core PCE could be trimmed to 3.2% from 3.4%; JPMorgan expected 3.3%. - Funny-but-real detail: part of the potential revision comes from how BEA prices portfolio management, legal services, and computer software. Jobs Report Becomes Bad-News-Is-Bad-News - June payrolls are due Thursday because markets are closed Friday for Independence Day. - The setup is awkward: strong jobs could mean stronger economy, but also higher odds of Fed hikes. - Looking back - May payrolls were hot at 172,000 versus an 85,000 forecast, with unemployment steady at 4.3%. - Remember - after the June Fed meeting, policymakers were clearly focused on inflation, not rescue cuts. Oil, Iran, and the Market's New Weird Routine - Oil stayed volatile around renewed U.S.-Iran tensions and peace-talk headlines. - Brent rose 1.6% Monday to $73.15; WTI rose 2.2% to $70.75. - Markets rallied anyway, helped by signs talks would resume and shipping routes were stabilizing. - The odd market behavior: geopolitical escalation keeps getting followed by de-escalation headlines and risk-on rallies. - This is now part of the trading pattern: weekend war scare, Monday relief rally, repeat. --- New attacks by USA on Iran happened at approx 4:30PM on Friday (markets closed) and then a halt to the fighting on Sunday - before the futures opened. Odd : Wendy's Becomes a Meme Stock - Wendy's became the latest retail-trader short-squeeze target. - Stock surged 25% last Wednesday, then gained another 9% Thursday. - Barron's said the move followed a CFO shakeup and WallStreetBets attention. - New CFO Steve Cirulis came from Potbelly and is also taking the Chief Strategy Officer title. - Wendy's had fallen 47% over the past year before the rally. - Short interest was nearly 30% of the public float, making the stock easier to squeeze. - Trian, Nelson Peltz's firm, owned nearly 15 million shares valued around $93 million. SpaceX Bonds Slip After Big Debut - SpaceX sold $25 billion of investment-grade bonds, its first major public debt deal. - Demand was huge, with roughly $85 billion to $98 billion of orders. - The 10-year tranche priced about 1.4 percentage points over Treasurys. - Bonds weakened quickly after pricing. - The 10-year yield rose near 6%, with the spread moving above 1.6 percentage points. - Longer-dated 2046 and 2056 bonds took the most pressure. - The pushback: bond buyers want more yield for a company still funding rockets, Starlink, AI/data-center spending, and Mars ambitions. - Clean read: equity investors bought the story; bond investors immediately marked it down. Yentervention - Yen weakened again, pushing toward the 162-per-dollar zone and near its weakest level in about 40 years. - Japan keeps warning it is ready for "decisive action" or to respond "at any time." - Market does not seem scared for long. - Japan already spent heavily defending the yen, including a roughly $73 billion yen-buying operation after the currency broke past 160. - U.S. rates are still high, the Fed is not rushing to cut, and the Bank of Japan is still moving slowly. - That keeps the carry trade alive: borrow cheap yen, buy higher-yielding dollars. - Japan's foreign reserves fell 5.6% in May after intervention, showing the defense is expensive.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Arbitrary & Capricious
What Are the Post-Chevron Courts Doing? (Notice & Comment May 2026 Conference Panel 1)

Arbitrary & Capricious

Play Episode Listen Later Jun 30, 2026 65:22 Transcription Available


In this first panel from the Gray Center's May conference, moderator Christopher J. Walker (University of Michigan) speaks with Megan Brown (Wiley Rein LLP), Roman Martinez (Latham & Watkins LLP), and Maria Monaghan (U.S. Chamber Litigation Center) about what courts are doing after Chevron's overruling in Loper Bright. They discuss unresolved issues now playing out in lower courts, including Skidmore's role, congressional delegation and “policymaking discretion,” stare decisis for prior Chevron-era precedents, and implications for other deference doctrines like Auer/Kisor.Sign up for email updates from the Gray Center here

Minimum Competence
Legal News for Tues 6/30 - SCOTUS Calls Fed Independent, OKs Late-arriving Mail Ballots, and Coca-Cola's Post-Chevron Tax Fight Trial Balloon

Minimum Competence

Play Episode Listen Later Jun 30, 2026 7:54


This Day in Legal History: Ada Kepley GraduatesOn June 30, 1870, Ada H. Kepley became the first woman in the United States to graduate from law school. She earned her degree from Union College of Law in Chicago, an institution later associated with Northwestern University School of Law. Kepley's achievement came at a time when women were largely excluded from the legal profession, not only by custom but often by formal barriers to admission. Her graduation showed that women could meet the academic demands of legal education, even when courts and bar authorities were not yet ready to treat them as full members of the profession.After earning her law degree, Kepley faced the central contradiction of the era: a woman could study law, but that did not mean she could practice it. Illinois did not yet permit women to be admitted to the bar, so her degree did not immediately translate into the professional status it would have given a man. That barrier reflected a broader legal culture that treated law as a public profession reserved for men, while assigning women to private and domestic roles. Kepley later became active in reform causes, including temperance and women's rights, using her legal training as part of a wider campaign for social change. Her story also overlaps with the long struggle of women lawyers such as Myra Bradwell, whose exclusion from the Illinois bar reached the U.S. Supreme Court in 1873.The issue was not simply whether one woman could become a lawyer, but whether the legal system would recognize women as independent civic actors. Kepley's graduation therefore marked an early victory in legal education, even though the fight for professional admission continued after her. It reminds us that access to education and access to legal authority are related, but not the same. On this day in legal history, Ada Kepley's law degree stood as both a milestone and a challenge to a profession still trying to decide who belonged inside it.The Supreme Court ruled that President Trump could not immediately remove Federal Reserve Governor Lisa Cook while her legal challenge continues. In a 5–4 decision, the Court denied the government's request to pause a lower-court order that kept Cook in office. The majority said the government had not shown it was likely to win on its argument that the president has broad, largely unchecked power to remove a Fed governor “for cause.”The Court emphasized that the Federal Reserve is designed to be politically independent, especially because it controls monetary policy, interest rates, and other decisions that should not shift simply because a president wants different policy outcomes. The majority rejected the idea that the president's stated reason for removal is automatically beyond judicial review. It also rejected the argument that almost any concern about a governor's conduct, ability, or integrity is enough to satisfy the “for cause” requirement. Instead, the Court said “cause” must be meaningful and connected to whether the governor is truly unfit for the position, not just a pretext for replacing her with someone more politically aligned.The Court ultimately resolved the stay request on a narrower ground: Cook had not received the basic process required before removal. At minimum, she was entitled to notice of the evidence against her, a chance to respond, and some deadline or procedure for doing so before a final decision was made. Because that did not happen, the Court allowed the injunction keeping her in office to remain in place. The ruling does not necessarily mean Cook wins the entire case, but it means she stays on the Fed board while the litigation continues.The decision is a major statement that the president cannot treat Federal Reserve governors like at-will employees. It preserves the Fed's independence, at least for now, and signals that courts can review whether a claimed “for cause” firing is legally valid.Court prevents Trump from firing Fed governor | SCOTUSblogThe Supreme Court upheld Mississippi's rule allowing certain absentee ballots to be counted even if they arrive after Election Day, as long as they are postmarked by Election Day and received within five business days. In a 5–4 decision, the Court reversed the Fifth Circuit and held that federal election-day laws set the deadline for when voters must make their choice, not the deadline for when election officials must physically receive the ballot.Justice Barrett's majority opinion treated the case as a narrow timing dispute. The challengers argued that because federal law sets a single national Election Day for federal elections, all ballots must be received by that day. The Court disagreed, explaining that the word “election” has historically referred to the voters' act of choosing a candidate. Under that view, a voter has made the choice when the ballot is cast or mailed by the deadline, even if the ballot arrives later.The Court also relied on federal law governing military and overseas voters, which repeatedly assumes that states can set their own ballot-receipt deadlines. That mattered because if federal election-day statutes already required all ballots to be received by Election Day, those references to state receipt deadlines would make little sense. The majority also rejected the challengers' arguments about election integrity and voter confidence, saying those are policy arguments for legislatures, not reasons for courts to rewrite the federal statutes.The dissent, written by Justice Alito, saw the issue differently. In his view, having an election on a particular day historically meant completing the collection of ballots on that day. He argued that the electorate's collective choice is not fully expressed until ballots are received by election officials.States may continue to count mail ballots that are sent by Election Day but arrive shortly afterward, unless Congress clearly says otherwise. The decision does not require every state to adopt Mississippi's rule, but it confirms that federal Election Day statutes do not automatically ban late-arriving, timely mailed ballots.Justices uphold state law allowing for late-arriving mail-in ballots | SCOTUSblogIn my Bloomberg column this week, I argue that Coca-Cola's transfer pricing fight with the IRS is more than a dispute over one company's tax bill. It is an early stress test for what tax administration looks like after the Supreme Court's 2024 decision in Loper Bright, which ended Chevron deference and gave courts more power to decide what ambiguous statutes mean. Coca-Cola is trying to use that shift to challenge a major Tax Court loss, arguing that part of the IRS's victory depended on regulatory deference that no longer exists. The company has already paid roughly $6 billion, and its total exposure could be far higher, so the stakes are enormous.The underlying tax issue involves transfer pricing, or how related companies price transactions between themselves. The IRS says Coca-Cola's foreign affiliates paid too little for the right to use the company's valuable trademarks, formulas, and other intangible property, which left too much profit overseas and too little taxable income in the United States. Coca-Cola's argument focuses in part on “blocked income,” where foreign law limits what a local affiliate can pay to a foreign parent. The IRS says Section 482 gives it broad authority to reallocate income to prevent tax avoidance, even when foreign payment restrictions are involved. Coca-Cola says the IRS regulation supporting that position was upheld in a world where courts deferred to agencies, and that world is now gone.I'm not arguing that Coca-Cola is necessarily wrong. The IRS can overreach, and courts should not automatically uphold tax regulations just because the tax code is complicated. But I do argue that the post-Chevron shift may have a strong distributional tilt toward large corporations, especially multinationals with the money and incentive to reopen old disputes or press aggressive refund claims. If Coca-Cola succeeds, other companies will likely look for similar arguments, particularly in areas of international tax where Treasury regulations have long depended on broad statutory language and judicial deference.What I think Treasury and the IRS should do now is take inventory. They need to identify which regulations were built on assumptions of deference, which parts of the transfer pricing system are most vulnerable, and which international tax rules are most load-bearing. Congress also has a choice to make, even if it makes that choice by doing nothing: should Treasury write the practical operating rules for multinational taxation, or should federal judges decide those questions case by case? The key point of my column is that statutory ambiguity did not disappear when Chevron died; it simply moved from agencies to courts.Coca-Cola Transfer Pricing Fight Is a Post-Chevron Stress Test This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

The Wright Report
25 JUN 2026: Oil Companies Gouging You at the Pump? White House Says Yes // Trump vs. Senate Republicans: A Battle Royale // Revenge of the (Dem) Judges // Communists Invade U.S., Tips on Survival From Brazil

The Wright Report

Play Episode Listen Later Jun 25, 2026 45:02


Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this Headline Brief of The Wright Report, Bryan breaks down why gas prices are still stuck above where they should be despite oil falling to pre-war levels, and covers a volcanic confrontation between President Trump and Republican Senators on Capitol Hill over the SAVE America Act and the filibuster. Bryan tracks a wave of federal court rulings blocking the America First agenda, from judges stopping ICE arrests near courthouses to a ruling protecting illegal aliens from voter roll checks, and explains why he thinks the judiciary is now a front line in what he calls an Islamist and Communist revolution. He then documents a slate of newly elected New York candidates openly calling for the destruction of Western civilization and the American empire, and draws a sharp parallel to young Brazilians who are now turning conservative after living through years of Leftist governance. Plus, breaking news of two major earthquakes in Venezuela with potentially catastrophic casualties, the Arab states taking shots at Trump through the Washington Post while Secretary Rubio reassures the region, and a bipartisan housing bill sitting in limbo as the White House weighs whether to sign or kill it. "And you shall know the truth, and the truth shall make you free." - John 8:32 Keywords: The Wright Report, Bryan Dean Wright, gas prices, oil prices, Exxon, Chevron, SAVE America Act, Senate filibuster, John Thune, judicial rulings, lawfare, Democrat judges, voter rolls, ICE arrests, New York Socialists, Communist revolution, Daria-Liza Avila Chevalier, Zohran Mamdani, Brazil conservatives, Bukele, Venezuela earthquake, Marco Rubio, Middle East, housing bill, daily news podcast

Alles auf Aktien
Rheinmetalls Rekordsturz und Dividenden-ETFs mit Zinseszins-Kick

Alles auf Aktien

Play Episode Listen Later Jun 25, 2026 21:26 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die Umsatz-Vervierfachung von Micron, schwere Vorwürfe gegen Alibaba und die Rettung einer Meme-Aktie. Außerdem geht es um Nvidia, United Airlines, Expedia, Booking Holdings, Wendy's, Alphabet, Verizon, Qualcomm, Cerebras Systems, Rheinmetall, TKMS, JPMorgan Chase, ExxonMobil, Johnson & Johnson, AbbVie, UnitedHealth Group, Chevron, HSBC, Applied Materials, Apple, Cisco Systems, Samsung Electro-Mechanics, Samsung Electronics, Vanguard FTSE All-World High Dividend Yield (WKN: A2PLTB), FTSE All-World (WKN: A2PKXG), iShares MSCI World Quality Dividend Advanced (WKN: A2P3WJ), iShares Core MSCI World (WKN: A0RPWH), iShares Euro Stoxx Select Dividend 30 (WKN: A2QP38), Fidelity Emerging Markets Quality Income (WKN: A2DWQW) und WisdomTree Megatrends ETF (WKN: A3EYCN). Und mit dem Code „AAAFRIENDS“ spart ihr jetzt 50 Prozent auf Eure Tickets beim Finance Summit am 2. Oktober – aber nur unter diesem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Beurswatch | BNR
Hoe één bedrijf (Micron) de koopwoede onder beleggers aanwakkert

Beurswatch | BNR

Play Episode Listen Later Jun 25, 2026 23:34


Chipmaker Micron verraste alles en iedereen. Niet alleen met de omzet en winst in het vorige kwartaal, maar ook met de vooruitzichten van dit kwartaal. Micron durft zelfs na 2027 te kijken! Waardoor beleggers zich weer manisch op (tech)aandelen storten. Gisteren werden de Nederlandse chipbedrijven nog gedumpt, nu worden ze weer ingeslagen. Elke vorm van logica lijkt zoek.Deze aflevering gaan we op onderzoek uit. Hoe staan die chipbedrijven er nu echt voor? En kan één bedrijf echt elke twijfel wegnemen? Hebben we het ook over OCI. De soap rondom het kunstmestbedrijf is weer helemaal terug. Grootaandeelhouder Sawiris maakt opnieuw alle belanghebbenden boos met een nieuw en nogal laag bod op het bedrijf. Ook terug van weggeweest: de slaapapneuaffaire. De VEB en Philips stonden vandaag tegenover elkaar bij de Ondernemingskamer. Voormalig topman Frans van Houten nam zelfs nog even het woord. En net als bij soaps was er hier een behoorlijke cliffhanger: de uitspraak volgt pas eind september. Hoor je ook nog waarom AI slecht is voor boekenliefhebbers, maakt onze gast zich druk over Box 3 én hoor je waarom Apple alle prijzen verhoogt behalve die van de iPhone. Te gast: Arend Jan Kamp van Stockwatch.nl BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. See omnystudio.com/listener for privacy information.

Unchained
Are Perpetuals Swaps or Futures? The CME Picks a Fight

Unchained

Play Episode Listen Later Jun 24, 2026 11:17


Three years ago, Chris Perkins sat across from Terry Duffy in Congress and made the case for perpetuals. Duffy pushed back — hard. Now Duffy's CME is suing the very regulator that finally allowed them. The CME argues Bitcoin perpetual futures are really swaps and should carry far more collateral. Chris traces the Dodd-Frank history that created the swap-versus-future divide, and Austin Campbell lays out why picking this fight in a post-Chevron court could backfire on the incumbent. Is a perpetual a swap or a future, and who gets to decide? Hosts: Austin Campbell - Host of Bits + Bips, Founder of Zero Knowledge Group, and Adjunct Professor at NYU Stern Ram Ahluwalia - Co-host of Bits + Bips and CEO of Lumida Chris Perkins - Co-host of Bits + Bips and Head of Franklin Crypto This clip is from a longer conversation on tokenization, the AI trade, and the CME's lawsuit against the CFTC. Full episode here: https://youtube.com/live/oSiOeWq_pKE  We go live every Monday at 4:30pm ET - subscribe to catch it live.  Sponsor Cape: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at https://cape.co/unchained (use code: UNCHAINED). Chapters ⚖️ 00:00 The incumbent sues its own regulator: what the CME is actually claiming

DH Unplugged
DHUnplugged #807: MahJong and Markets

DH Unplugged

Play Episode Listen Later Jun 24, 2026 65:12


Announcing the CTP for SpaceX. MahJong Craze gone wild. Goodbye to Alan Greenspan – The Maestro. Have you seen RAM prices? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Announcing the CTP for SpaceX - MahJong Craze - Goodbye to Alan Greenspan - The Maestro - Have you seen RAM prices? Markets - Economic Collapse Imminent? - Breathe is narrowing again - chips chips chips are the only play - Spacex coming back down to earth? What is that sucking sound? -- Markets getting weird..... 3% down for NASDAQ 100 today - 8% for SMH and 14% for Memory ETF - Just announced - Alphabet (Google) will replace Verizon in DJIA DEDICATION: Alan Greenspan - Died Monday at age 100 Google Enters DJIA - High priced shares - Moves tech to 22% of DJIA from 17% or so - very meaningful move - Every $1 move for Google = $7 move on DJIA - Tech:  S&P 500 (~30%+), Nasdaq (~50%+) Computer Pricing - What as $2,000 a year ago for a nice desktop is not like $4,000 - Dell not holding pricing quotes - and even if they do, back ordered so prices could go up after order - Will IPOs put more money in the pocket of tech companies to buy gear at any price? Endless - SpaceX recently finalized two massive, multibillion-dollar artificial intelligence contracts: a $6.3 billion computing power agreement with Reflection AI and a $60 billion acquisition of the AI coding startup Cursor. - AI Compute Deal with Reflection AI - - - - The Terms: Reflection AI agreed to pay SpaceXAI $150 million per month from July 2026 through the end of 2029. - - -- - - The Infrastructure: The startup will tap into hardware and GB300 chips housed at SpaceX's Colossus 2 data center in Memphis, Tennessee. More SpaceX - SpaceX shares were as high as $220 post IPO. - Sharea ahve been down over the past 3 days. - Most that got in POST IPO probably bought in at about $162-$165 - Newsline: SpaceX shares slipped for a third straight day, shedding hundreds of billions of dollars in market value, after the company said it is selling investment-grade bonds for the first time. - The stock fell 16% Monday to close at $154.60, the lowest level since the company's first day of trading, pushing its three-day loss to 23% and erasing over $600 billion in value over that period. - SpaceX is seeking to raise at least $20 billion from the first bond offering to fund its artificial-intelligence ambitions. Missed Opportunity - Short the Mattress companies he said...... ----- Got squeezed out....Never to return Swing and a Miss Maybe Because this can happen... - Shares of Getty Images Holdings Inc. soared as much as 145% on Monday after it announced a licensing deal with OpenAI. - Getty said that images from its library will appear in the search and discovery features of ChatGPT, marking a key reversal for the firm. - The partnership with OpenAI could improve “licensing optics” and shift the narrative on the stock, according to analyst Mark Zgutowicz. - Getty shares were up 118% to $1.32 as of 12:44 p.m. in New York, putting them on track for the best session since July 2022. The stock had fallen about 55% this year to close at 61 cents on Thursday before the Juneteenth holiday weekend began. KOREA - SK Hynix - New #1 in South Korea: SK Hynix surpassed Samsung Electronics on Monday to become the country's most valuable listed company. - Remarkable turnaround: A striking reversal for a chipmaker that nearly collapsed under heavy debt roughly two decades ago. (CYCLES) - AI memory leader: Now the dominant supplier of high-bandwidth memory (HBM) chips powering AI systems. - Marquee customers: Key buyers include Nvidia (NVDA) and Alphabet's Google (GOOGL). - Massive 2026 rally: Shares are up more than 340% year-to-date, fueled by the global AI boom. - Market cap milestone: Valuation now exceeds both Samsung and Micron (MU). Markets Get Chopped - Questions being asked about if AI spend boom producing fast enough return - Back to earth on valuation scare - (all of a sudden?) - KOSPI down 11% - Chips getting hit - 12% for Memory ETF - MU down 9%, Intel 4%, ASML 7% RAM Prices... - Looking at some additional RAM today for some office computers .... --- ARE THEY KIDDING? RAM Prices Imminent Collapse???? - President Donald Trump said the prospect of global economic collapse was a big reason he signed an interim peace deal with Iran. - According to sources, the deal reopened the Strait of Hormuz and set in motion waivers for sanctions on Iran's oil sales to the international market, with the effect being an immediate drop in oil prices and a rise in US stocks. - The agreement has been seen as skewed in Iran's favor, giving the country broad gains before the next round of talks, and has prompted pushback and anger from Republican lawmakers. - MOU signed lat Wednesday - also now more waivers of sanctions on sale of Iranian oil - 60 day reprieve. China - Weak economic conditions - H Shares about to enter bear market - Hong Kong - Close to a technical bear market, dragged down by weak domestic consumption, a struggling property sector, and an exodus of funds fleeing "old tech" for AI plays elsewhere in Asia. - A-shares are listed in mainland China (Shanghai/Shenzhen) and primarily target domestic investors. H-shares are listed in Hong Kong and are freely available to international investors More China - Retail sales declined for the first time since December 2022, dropping 0.6% from a year earlier. - China's urban fixed-asset investment contracted 4.1% as of end-May, dragged by real estate and manufacturing. - Manufacturing fixed-asset investment contracted for the first time since December 2020. - Industrial output was the lone bright spot, rebounding from April's near three-year low. - The national unemployment rate fell to 5.1% in May, compared with 5.2% in April. Marrrr Jonggg - Mahjong can be highly addictive due to its rewarding blend of strategy, luck, and social interaction. The rapid tile-drawing, need for pattern recognition, and "just one more round" mentality trigger dopamine releases. If compulsive play disrupts your finances or daily life, it can become a behavioral addiction requiring intervention. - Tactile and Auditory Appeal: Many users on community forums like Reddit agree that the physical weight, texture, and distinct clinking sound of shuffling tiles provide soothing, sensory satisfaction. - There has been a 70% surge in mahjong content on TikTok in the past year - Yelp recently named the Chinese tile game a top trend of 2026, noting that searches for mahjong clubs surged 4,467% year over year for the period from September 2024 to August 2025 and that searches for mahjong lessons rose 819%. Alphabet - WHAT>????*&*^ - Alphabet shares slid 7%, on track for the search giant's worst day in a year. - Alphabet's Google has seen consecutive high-profile researchers leave in the last several days. - The company also has exposure to the market's concerns around commoditized AI and ballooning capital expenditures. - The share slide also came on the heels of a Sunday Wall Street Journal interview with Microsoft CEO Satya Nadella, who called for less dependence on “AI Giants” and said the AI market was commoditized. Back to Oracle - Oracle reduced workforce by 21,000 employees over past twelve months. - Cuts broader than previously disclosed, driven by artificial intelligence adoption. - Global headcount fell from 162,000 to 141,000 full-time employees year-over-year. - Workforce reductions generated $1.8 billion in restructuring costs, company reported. - Company warned AI deployment may continue resulting in workforce reductions. NVDA - Underperforming - Nvidia shares slipping recently despite remaining up about 12% in 2026. - Stock down roughly 3% past month, underperforming semiconductor peers. - SMH ETF surged 84% year-to-date, gaining 15% last month. - Traders predict Nvidia chip pricing power is beginning to decline. - Wall Street focus shifting toward memory and infrastructure AI buildout. - Micron and Sandisk shares jumped nearly 60% over past month. Gloom and Doom - JCD sent interesting take from Chris Bloomstran - Traditionally asset light companies with all sorts of revenue, high margins now.... ---- Converting into asset heavy with no real understanding of what the profitability or even revue will be in the future ----- Here are the highlights of his commentary we can explre: ------------AI buildout shifting markets from asset-light toward capital-intensive infrastructure cycle - Hyperscaler capex surge reflects move into heavy, long-duration asset base - Massive capital requirements challenge economics versus prior asset-light models - Depreciation burden rising sharply as infrastructure scales across AI ecosystem - Returns depend on utilization of expensive, long-lived physical compute assets - Asset-heavy cycles historically lead to overbuild, weak returns, eventual consolidation - Infrastructure spending absorbing nearly all operating cash flow for hyperscalers - Off-balance-sheet financing masking true scale of capital intensity shift - AI economics hinge more on physical capacity than software-driven scalability - Echoes of past asset-heavy booms with eventual oversupply and value destruction Amazon Day - Today - June 26th - US consumers will spend $26.3 billion online at Amazon and other retailers during the four-day sale, up 9% from last year's event in July, according to Adobe Inc. - About 201 million Amazon shoppers in the US were Prime subscribers as of March, up about 3% from a year earlier - Amazon will capture about 60% of all US online spending during Prime Day, its highest market share since 2019, according to estimates from EMarketer Inc. Chevron and Microsoft - Chevron Corp signed 20-year deal with Microsoft for data center power. - Agreement supplies natural-gas fired generation for massive West Texas facility. - Project Kilby expected online 2028, ramping to 2.67 gigawatts. - Full output enough to power more than 530,000 Texas homes. - Chevron partnering Engine No. 1, final investment decision planned later. - Deal follows prior reports of exclusive long-term power negotiations. More Oil News - Drill baby Drill - Interior Department cutting federal drilling bonds by 95% to spur exploration. - Required bond drops from $500,000 to $25,000 for leases. - Bonds ensure cleanup costs don't fall on taxpayers if wells abandoned. - Policy change aims to encourage more oil and gas development. - Proposal subject to 60-day public comment after Federal Register publication. FedEx Earnings - FedEx posted strong fiscal fourth-quarter earnings on Tuesday in the company's last quarter that included the freight business before its spin off. - FedEx Freight spun off into a separate publicly traded company on June 1. - The company said it saw a 3% year-over-year increase in domestic volume. - Stock down 6% A/H   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); ANNOUNCING the THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

C.O.B. Tuesday
"EV Sales Acceleration Poses Downside Risk to Global Oil Demand" – Daan Struyven, Goldman Sachs

C.O.B. Tuesday

Play Episode Listen Later Jun 24, 2026 53:07


Today we were thrilled to welcome back Daan Struyven, Co-Head of Global Commodities Research and Managing Director, Head of Oil Research at Goldman Sachs. Daan joined Goldman in 2015 and previously co-led Goldman Sachs' Global Economics team as well as the firm's Canada Economics research effort. Daan and his team recently wrote a report titled “EV Sales Acceleration Poses Downside Risk to Global Oil Demand.” We were pleased to hear Daan's perspective on the report, the acceleration in global EV adoption following the Iran/Hormuz supply disruption, the outlook for global oil demand and oil prices, and what investors should be watching across the broader energy landscape. In our conversation, we explore the key findings from Goldman Sachs' recent research on EV adoption, including how higher fuel prices and concerns around energy security may have accelerated EV sales across several major global markets following the Iran/Hormuz supply disruption. We discuss the significant differences in EV penetration rates around the world, the growing influence of Chinese manufacturers, the importance of charging and power infrastructure, and the role government policy continues to play in shaping adoption trends. We examine the outlook for global oil demand, including Goldman's view that oil demand continues to grow through 2040 despite rising EV adoption, supported by growing energy consumption and the limited availability of substitutes for petrochemical feedstocks and jet fuel. We discuss the recovery of Middle East oil production and exports following the conflict, OPEC supply dynamics, strategic petroleum reserves and stockpiling activity, and why oil prices did not rise as much as many expected during the Iran war disruption. We touch on investor sentiment toward energy markets, China's role as both a major EV market and a stabilizing force in global oil demand through stockpiling behavior, and tightening power markets driven by rising electricity demand from AI and data centers. We also discuss the interplay between future oil prices, power prices, and EV adoption. Finally, we cover advancements in battery technology, the long-term implications for both the energy transition and global commodity markets, and more. We greatly appreciate Daan for sharing his time and perspectives. To start the show, Mike Bradley noted that market volatility is becoming more prevalent across asset classes. From a fixed income perspective, the 10-year Treasury yield is holding steady at approximately 4.5%, with traders closely focused on this week's PCE Index as a key inflation indicator, particularly in light of the Federal Reserve's more hawkish tone following last week's FOMC meeting. In equities, he emphasized the increasing volatility observed in recent trading sessions, especially within Big Tech and the Nasdaq, with semiconductor and chip stocks coming under notable pressure and with several declining by more than 10%. He suggested that market leadership may be shifting, as the Nasdaq lags while the Dow Jones Industrial Average demonstrates relative resilience. Turning to commodities, WTI crude has fallen to around $73/bbl, marking its lowest level since the first week of the Iran conflict. WTI has broken below its 200-day moving average, indicating that oil appears “broken” from a technical trading perspective. He also highlighted a rapid shift in market sentiment, moving from concerns about tightening global inventories to fears that OPEC supply could increase sooner and more significantly than expected. In energy equities, he observed that the sector has declined modestly over recent trading days, with Oil Services bearing the brunt of the losses. Electric utilities have outperformed, serving as a temporary safe haven for investors. He ended by pointing out two notable headlines: first, a partnership between Chevron and Microsoft to develop a co-located power facility in West Texas that will supply electricity to a Microsoft-operated data center under a 20-year PPA; and second, the Department of Energy's announcement of $17.5 billion in financing to help incentivize/jump start utilities to order equipment for large-scale nuclear reactors. Ellen Wilkirson made her COBT debut and added her questions and perspective to the discussion as well. 

ClimateBreak
Advancing Climate Solutions Through Legal Action, with Rob Bonta

ClimateBreak

Play Episode Listen Later Jun 24, 2026 1:45


Introduction California Attorney General Rob Bonta has established himself to be one of California's leading legal advocates for climate accountability. Through lawsuits against big fossil fuel companies, including ExxonMobil, Shell, Chevron, BP, and ConocoPhillips, Bonta alleges that the industry misled the public about the climate impacts of their products. As federal environmental protections face increasing challenges, he has also led legal efforts against actions by the Trump administration that California argues undermine clean energy, environmental safeguards, and climate progress. Background States such as California have turned to litigation as a way to preserve environmental protections and advance climate action.Many of these efforts are led by California Attorney General Rob Bonta, whose office is currently involved in 67 lawsuits, including several focused on environmental and climate issues. Transportation remains California's largest source of greenhouse gas emissions, accounting for roughly half of the state's total emissions. In response, California adopted aggressive vehicle-emissions standards and zero-emission vehicle requirements. These standards were enabled through waivers granted under the federal Clean Air Act. Recent efforts by Congress to overturn or weaken these authorities have triggered new legal battles over the future of vehicle emissions regulation at the state level. The Supreme Court's 2007 decision in Massachusetts v. EPA held that greenhouse gases qualify as air pollutants under the Clean Air Act. The ruling ultimately led to the EPA's Endangerment Finding, the scientific and legal determination that greenhouse gas emissions harm public health and welfare. That finding became the basis for federal greenhouse-gas regulations across multiple sectors, but notably provided an avenue for transportation regulations. The Trump administration's efforts to rescind the Endangerment Finding and eliminate vehicle-emissions standards represents one of the most significant climate-policy reversals in decades. California is suing to stop the rescission. Beyond regulatory disputes, California has also pursued accountability from fossil fuel companies. In ongoing litigation against major oil producers, including ExxonMobil and Shell, the state alleges that companies misled the public for decades about the climate risks associated with fossil fuel use while continuing to promote products that contributed to rising emissions.  Advantages Litigation gives states the power to hold the federal government and companies responsible for violations of the law. By bringing cases against the federal government, states can challenge actions they believe violate environmental laws and ensure that agencies follow existing legal requirements. Lawsuits also serve as an important component of the United States' system of checks and balances, allowing courts to review government decisions and determine whether they comply with the law. Drawbacks Despite its potential benefits, litigation is often a slow and uncertain path to climate action. Court cases can take months or even years to reach a final resolution, particularly when they involve appeals that move through multiple levels of the judicial system. Critics also argue that major climate decisions are better addressed through elected legislatures than through the courts. While lawsuits can enforce existing laws, they cannot always provide the comprehensive policy solutions needed to reduce emissions at the scale required to address climate change. Bonta's Take Attorney General Rob Bonta views litigation as one of California's most effective tools for advancing climate action and protecting environmental regulations. He argues that the courts provide a venue where disputes can be evaluated based on evidence, legal precedent, and statutory authority rather than political considerations. Through lawsuits against federal actions and fossil fuel companies, Bonta hopes to give Californians a voice in legal decisions that could affect the state's environmental future. Bonta emphasizes that his office's role is not to pursue political objectives, but to uphold the law and the Constitution. According to Bonta, decisions about which cases to bring are guided by facts, legal analysis, and the state's responsibility to protect its residents. He argues that when government agencies or private companies violate environmental laws or mislead the public, the legal system provides an important mechanism for accountability. About our guest Sworn in as California's 34th Attorney General in 2021, Rob Bonta has become a leading legal advocate for California residents. As the head of the nation's largest state Department of Justice, he oversees efforts to protect consumers, defend civil rights, and enforce environmental laws. With a 80% case win rate in court Bonta continues to work hard to be the heart of California's legal justice. For a transcript, please visit climatebreak.org/advancing-climate-solutions-through-legal-action-with-rob-bonta/

Beurswatch | BNR
Japan ramt honderden miljarden in chips: nachtmerrie of natte droom ASML?

Beurswatch | BNR

Play Episode Listen Later Jun 24, 2026 24:18


2,3 biljoen dollar. Of te wel 2300 miljard dollar. Dat is het bedrag dat Japan in de eigen economie gaat investeren in de komende 14 jaar. Het is onderdeel van het grote, economische plan van premier Takaichi. Zij wil dat enorme bedrag investeren in onder meer kunstmatige intelligentie en halfgeleiders. Geld dat de economie van Japan een zwengel moet geven. Wij vragen ons wel af of dit nu een zegen of juist een ramp is voor Nederlandse chipbedrijven als ASML. Want gaan zij nu veel machines leveren of gaat Japan nu sleutelen aan dé concurrent van ASML? We zoeken het voor je uit! Hebben we het ook over defensiebedrijven. Die beleven een dramatische beursdag. Ze worden onder vuur genomen, allemaal vanwege een Duitse order die wordt ingetrokken. Ook net op het moment dat een Frans/Duits defensiebedrijf juist naar de beurs wil. Een bedrijf dat onlangs naar Wall Street ging is Cerebras. Ontwerper van AI-chips. Het kwam voor het eerst als beursbedrijf met de kwartaalcijfers. Die zagen er goed uit! De omzet steeg met 92 procent, het verlies werd flink teruggebracht en de omzetprognose was beter dan gedacht. En toch wordt het aandeel gedumpt. Verder in dit beurstheater: De ceo van Softbank wil toch pas over 10 jaar met pensioen Mark Zuckerberg komt met zijn eigen Polymarket De ceo van Gamestop is nog steeds bezig met eBay Trump wil een onderzoek naar.... de hoge benzineprijzen Te gast: Nico Inberg van De Aandeelhouder BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

Gestalt IT Rundown
AI Infrastructure Wars, Supercomputers, and $60B SpaceX Deal | Tech Field Day Rundown: June 24, 2026

Gestalt IT Rundown

Play Episode Listen Later Jun 24, 2026 37:09


The AI arms race is no longer just about software, it's becoming a global battle for power, infrastructure, and control. This week on the Tech Field Day News Rundown, Tom Hollingsworth and Alastair Cooke break down how Microsoft's 20-year Chevron deal signals massive energy demands for AI data centers, why Accenture is building a $4.2B cybersecurity platform through acquisitions like Dragos, runZero, and NetRise, and how AWS is reshaping serverless computing with Lambda MicroVMs designed for AI workloads. They also explore F5's push into AI security with SurePath AI, China's new exascale supercomputer LineShine overtaking U.S. systems, Anthropic's controversial NSA red-team incident, and SpaceX's reported $60B acquisition of Anysphere. Time Stamps:0:00 - Cold Open0:23 - Welcome to the Tech Field Day News Rundown1:24 - Microsoft and Chevron Team Up on Massive AI Data Center Power Project4:53 - Accenture Makes Major Cybersecurity Bet on Critical Infrastructure Protection8:17 - AWS Unveils Lambda MicroVMs for Secure AI-Generated Code Execution12:08 - F5 Expands AI Security Portfolio with SurePath AI Acquisition16:08 - China Reclaims Supercomputing Lead with CPU-Only Exascale System20:40 - Anthropic AI Test Raises New Questions About National Security Risks24:50 - xAL became SapceX and now bought Cursor35:56 - The Weeks Ahead36:22 - Thanks for WatchingFollow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

TD Ameritrade Network
Explaining Crude Oil's Trickling Price Action, MSFT & CVX AI Data Center Deal

TD Ameritrade Network

Play Episode Listen Later Jun 23, 2026 8:02


"The whole world is short in storage" of crude oil, says Tucker Perkins, though we likely won't see $60 to $65 per barrel for months. A complete resolution of the U.S.-Iran war and the Strait of Hormuz reopening will still take a long time for oil prices to settles. Tucker adds that the rest of the world suffers significantly more from the conflict than the U.S. It comes as the energy trade's importance grows, seen in Microsoft (MSFT) and Chevron's (CVX) 20-year gas deal to power AI data centers. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Motley Fool Money
Toy Story 5 Reaches For the Sky

Motley Fool Money

Play Episode Listen Later Jun 22, 2026 22:36


The Hidden Gems investing team dissects the big weekend for Toy Story 5 and which stocks could be winners with a resurgent box office. From there Jon, Matt, and Rachel look at how natural gas is poised to power data centers before ending on a listener's question regarding value investing and how things have changed since Warren Buffett got his start.Jon Quast, Matt Frankel, and Rachel Warren discuss:-Toy Story 5's $160 million opening weekend-Hidden winners with growing box office sales-Microsoft's deal with Chevron to power a Texas data center-Why natural gas is increasingly a consideration-How value investing has changed over the yearsCompanies discussed: Disney (DIS), Netflix (NFLX), Apple (AAPL), EPR Properties (EPR), Chevron (CVX), Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOG)(GOOGL), Amazon (AMZN), EQT (EQT), GE Vernova (GEV), Caterpillar (CAT), Berkshire Hathaway (BRK.A)(BRK.B), Lumentum (LITE), Coherent (COHR), Coca-Cola (KO)Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

CNBC's
AI and Software Stocks Struggle… And the Best Buys in Biotech 6/22/26

CNBC's "Fast Money"

Play Episode Listen Later Jun 22, 2026 43:09


An AI and Software slump kicking off the week in a tech sell-off with Google, Amazon and Microsoft all ending the day in the red. The traders break down what tech investors can expect from the losses and if this is the start of a bigger trend. Then, will a luxury property tax in New York City spark market unrest? Sotheby's International Realty president and CEO Philip White breaks down NYC's ‘pied-à-terre tax' taking effect next week, and how he believes people will react. Plus, Chevron and Microsoft strike a deal, why now is the best time to invest in biotech, and can Netflix recover from its losing streak? Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk on the Street
U.S.-Iran Effect on Markets, Chevron-Microsoft AI Power Deal, Greenspan Dies at 100 6/22/26

Squawk on the Street

Play Episode Listen Later Jun 22, 2026 41:35


Carl Quintanilla, David Faber and Sara Eisen led off the show with market reaction to positive comments by Vice President Vance about the U.S.-Iran negotiations. AI in the spotlight: Chevron announced it signed a 20-year agreement with Microsoft to provide power for the tech giant's massive West Texas data center project. The anchors remembered the influential former Fed chairman Alan Greenspan, who died Monday at the age of 100. Also in focus: President Trump's comments on Anthropic and national security, Microsoft CEO Satya Nadella's message for companies leading the AI boom, SpaceX shares on track for a three-day losing streak, AbbVie agrees to buy immunology drugmaker Apogee Therapeutics for $10.9 billion in cash. 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.

Pratt on Texas
Episode 4007: Dems’ guv nominee runs on opposing popular & effective programs | TP&W data breach – Pratt on Texas 6/22/2026

Pratt on Texas

Play Episode Listen Later Jun 22, 2026 42:46


The news of Texas covered today includes:Our Lone Star story of the day: Texas Democrats never seem to learn that the bubble in which the live isn't often representative of the voting public. Their nominee for Texas governor is out running against school choice and against public school reforms that have improved schools massively (think Houston ISD takeover by TEA.)Meanwhile, Lt. Gov. Dan Patrick is talking about things that motivate voters like bringing the school property tax freeze down from 65 to 55 year of age.Our Lone Star story of the day is sponsored by Allied Compliance Services providing the best service in DOT, business and personal drug and alcohol testing since 1995.Texas Parks and Wildlife data breach affects 3 million license holders. “Social Security numbers, dates of birth and financial information, including credit card data, were not compromised in the breach, officials said.” And while the state has immunity, it is going after the private sector for a smaller breach.Jeramy E. Heintz Appointed Texas Securities Commissioner.Chevron signs 20-year power agreement with Microsoft for project Kilby data center in Pecos.Listen on the radio, or station stream, at 5pm Central. Click for our radio and streaming affiliates.www.PrattonTexas.com

Ralph Nader Radio Hour
Leo XIV on AI / SOS C.S.B.

Ralph Nader Radio Hour

Play Episode Listen Later Jun 13, 2026 92:51


Ralph talks to journalist and M.Div. Chris Hedges about Pope Leo XIV's encyclical on artificial intelligence. Then, Ralph speaks with Rick Engler (former member of the US Chemical Safety and Hazards Investigation Board) about Trump's proposed closing of that agency. Finally, Ralph pays tribute to some recently departed friends.Chris Hedges is a Pulitzer Prize-winning journalist, who spent nearly two decades as a foreign correspondent in Central America, the Middle East, Africa and the Balkans. He is the host of The Chris Hedges Report, and he is a prolific author— his latest book is A Genocide Foretold: Reporting on Survival and Resistance in Occupied Palestine.I think that Pope Leo kind of missed the point of AI. In that he describes that it could be a positive force for Catholic education (these are his words), compassionate health care, creative platforms that tell the Christian story with truth and beauty. I think those were all indications to me that he didn't quite understand what AI is about. It's not about education, it's not about compassion, it's not about truth, and it's not about beauty. It is a very pernicious force that will go beyond, of course, replacing all sorts of labor, but creating a world where fact and fiction are blurred together.Chris HedgesI think that mass organization is kind of all we have left as we barrel towards an authoritarian state. Congress doesn't function, certainly doesn't function as Congress was designed to function. They have surrendered their traditional constitutional authority, including, of course, the call for Congress to declare war. And this kind of unitary executive branch—this was put into place, by the way, before Trump. He's just taken advantage of it…And I think that it's absolutely fundamental that we recapture that kind of militancy, that kind of organized workforce that has traditionally throughout our history been such an important corrective to democracy—along with, of course, journalism.Chris HedgesRick Engler is a former U.S. Chemical Safety and Hazard Investigation Board member and labor advocate who founded the New Jersey Work Environment Council. He has advocated for successful landmark state and national public policies that ensure workers and the public's “right to know” about potential chemical dangers, and that promote safer processes, chemical incident prevention, and whistleblower protection.The CSB is unique. I mean, nobody would think of abolishing the National Transportation Safety Board. And no one should think about abolishing the Chemical Safety Board, which does the same thing. It's not about issuing, in this case, fines or violations. It's about trying to understand the underlying causes of what led to these incidents.Rick Engler[Trump's allies] have a certain religious fervor about this. When I talk to plant managers, the plant managers of the corporations are much more careful and nuanced in most cases. They don't want their own plants to explode. But somewhere at the higher corporate levels, I think they're just willing to take the risks that the tradeoff for them is: Trump is supporting them in so many ways, why interfere? Why become part of some nuanced opposition to the most extreme EPA attacks? But I do think the elimination of the CSB is driven by the Trump administration in a way that wouldn't be happening if it was just left to the chemical industry trade associations alone. I'm not sure that's an adequate answer. I'm actually kind of puzzled by it. Because it's also really clear that if there was any one major incident, it would cost so much money—not only in the human tragedy of the lives lost and neighbors harmed and evacuations and shelter-in-place and property damage, but these incidents destroy facilities.Rick EnglerNews 6/12/26* Our top stories this week come to us from California, where, after an excruciatingly protracted wait, authorities have finally called some of the most high-profile races. In Los Angeles, Democratic Socialist City Councilwoman Nithya Raman has secured the second slot in the mayoral race, beating out reactionary former reality television star Spencer Pratt, PBS reports. Pratt garnered significant attention from conservative media for his slick AI-generated ads and his false claims about living in an airstream trailer after his LA home burned down in the recent fires. In actuality, he was living in the posh Bel Air hotel, billed as a campaign expense, per TMZ. Now the question becomes whether or not Raman will be able to expand her coalition to unseat incumbent Mayor Karen Bass in November.* If Raman's victory is the good news however, the bad news is that Trump-endorsed Republican Steve Hilton will advance in the gubernatorial race. He will face off against former California Attorney General and Secretary of Health and Human Services Xavier Becerra, who has accepted large campaign contributions from the California Association of Realtors, the California Medical Association and even Chevron, per CalMatters. This outcome means progressive billionaire Tom Steyer will not advance. Many are placing the blame for this on former Congresswoman Katie Porter, who remained in the race despite clearly failing to achieve any real viability throughout the race. This has drawn comparisons to Elizabeth Warren's perceived role as a spoiler candidate vis-a-vis Bernie Sanders in the 2020 Democratic Primary, particularly since Porter is a highly visible protégé of Senator Warren. In his concession speech, Steyer closed by telling his supporters “Pay attention. Know what you deserve, and know who is on your side. Understand who the villains are, and say their names out loud. Continue to demand more from your leaders and your government, until they give you the California – and the country – you know you deserve. I will be with you all the way.”* Elsewhere in California however, progressives scored major victories. In California's 22nd congressional district, Bernie Sanders-backed Randy Villegas secured a spot in the top two, beating out his opponent Jasmine Bains, who enjoyed the backing of AIPAC and 53 corporate donors, according to the American Prospect. He will face Republican incumbent Congressman David Valadao in November. Even more impressive is the victory of progressive challenger Mai Vang in California's 7th district primary, where she actually emerged as the top vote getter, beating out longtime incumbent Congresswoman Doris Matsui. However, because Matsui, who is 81 years old, won the second-most votes, she will still advance to the general election.* Another much-anticipated primary was held this week on the exact other end of the country. In Maine, Graham Platner trounced his opponents in the Democratic Senate race, winning over 70% of the vote despite a concerted campaign against him in the national press. In his victory speech, CNN reports Platner wrote off the smears, saying “They don't know Maine.” Furthermore, he said “If you believe, as I do, that we can change our politics, and change our country, then you must also believe that people can change…To all those who feel let down, disappointed, or disillusioned. It is my job to earn your trust, your faith, and your support. And I will spend every day of this campaign, and if I have the privilege, every day in the United States Senate, doing exactly that.” Platner will face off against five-term incumbent Senator Susan Collins in a race that will be decisive if Democrats are to have any chance of retaking the Senate in the 2026 midterms.* Turning towards the plains, two candidates are starting to show a surprising level of viability in heavily Republican, rural states. First, in Idaho, Todd Achilles is running as an independent against Republican incumbent Senator Jim Risch. Achilles served as a tank commander and armor officer in the Army before a varied career in the corporate world, education and now politics, according to Independent Voter News. The most striking development in this race is a new poll showing that while “Achilles starts out…behind by 14 points at 48-34…once voters hear biographical information about him and negative messaging about Senator Risch, he gains a full 17 points…[leading] Risch, 41% to 38%.” If accurate, this would be a stunningly close race in a state where registered Republicans outnumber registered Democrats by a margin greater than 5-to-1.* In South Dakota, Brian Bengs, another veteran turned educator – turned, in this case, National Park Ranger – is running shockingly close to incumbent Republican Senator Mike Rounds in a head-to-head matchup. According to the South Dakota Standard, the latest polling shows Rounds leading Bengs 44% to 40%, with 16% undecided. Moreover, like the Achilles poll, when voters are given biographical information about Bengs and negative messaging about Senator Rounds, that margin flips to 44% in favor of Bengs, compared to just 42% for Rounds. If these polls are accurate and independent candidates – not just Achilles and Bengs but also Dan Osborn in Nebraska and Seth Bodnar in Montana – prove viable, perhaps even victorious, in states long seen as out of reach for non-Republicans, there will have to be a serious reckoning with the toxicity of the Democratic Party brand in the American heartland.* In Michigan, progressive candidate Abdul El-Sayed has picked up perhaps the most critical possible endorsement in the state: that of the United Auto Workers. In a statement, the union wrote that “UAW members in Michigan want a fighter in Washington, D.C. who isn't afraid to push forward a strong working-class agenda with moral clarity…From Medicare for All to banning stock buybacks, Dr. Abdul El-Sayed is ready, eager, and well-equipped to move our core issues in the U.S. Senate.” Whether because of this endorsement or not, El-Sayed now seems to be in the driver's seat in this primary. This endorsement dovetails with UAW President Shawn Fain's rumored frustration with the mainstream labor movement for not doing more to back labor candidates, such as Clare Valdez in New York, who was a UAW organizer before entering the State Assembly.* On the House floor meanwhile, lame-duck dissident Republican Congressman Thomas Massie delivered a barn-burner of a speech this week, demanding that the government reopen the investigation into the 1967 Israeli attack on the USS Liberty, Al Jazeera reports. The attack on the Liberty, a US Navy vessel, killed 34 service members and injured 171 others. For decades, Israel has claimed that this was nothing more than an accidental incident of friendly fire, but the surviving veterans have long disputed this explanation, contending that it was a deliberate attack, either as a “false flag operation or because they simply didn't want anybody observing what they were doing that day.” Massie called on the House to “give them closure…It's long overdue. And then they can have their justice.”* Looking to Latin America, the presidential election in Peru is, predictably, coming down to a razor thin margin, WLRN reports. This race, between left-wing Senator Roberto Sánchez and Keiko Fujimori, perennial presidential candidate and daughter of former dictator Alberto Fujimori, currently stands at 50.004% for Fujimori and 49.996% for Sánchez, with 98.258% of the votes tabulated. Sánchez was favored to win after the in-country votes were counted, then Fujimori pulled ahead when the votes from Miami came in, other absentee votes eroded that margin and gave Sánchez the edge once again but Fujimori has yet again pulled ahead by a hair. This is Fujimori's fourth presidential campaign, making it to the runoff each time but ultimately losing by the narrowest of margins.* Finally, in Colombia, Progressive International reports that while Colombian President Gustavo Petro presides at the United Nations Security Council, “conservative forces in the country's legislature have conspired against the constitution to ‘SUSPEND' his presidency — just 11 days from the run-off presidential election.” While Reuters adds that the proposal must be “debated and approved by all ‌16 ⁠members of the [legislative Commission of Investigation and ​Accusation] and subsequently by the Senate before it can take effect,” it is hard to see this as anything besides an opportunistic grab for power while the proverbial cat is away. Petro's four-year term ends in August; the runoff in the presidential election, between leftist Ivan Cepeda and right-wing lawyer Abelardo ​De La Espriella, will be held on ​June 21st.This has been Francesco DeSantis, with In Case You Haven't Heard. Get full access to Ralph Nader Radio Hour at www.ralphnaderradiohour.com/subscribe

The Ricochet Audio Network Superfeed
Gray Matters: Judging After Loper Bright

The Ricochet Audio Network Superfeed

Play Episode Listen Later Jun 9, 2026


In this final panel from the Gray Center's October conference, moderator Aaron Nielsen (UT Austin) speaks with Judge Naomi Rao (D.C. Circuit) and Judge Steven Menashi (Second Circuit) about their role as judges after Loper Bright ended Chevron deference. Rao and Menashi describe their interpretive approaches—text-first, but attentive to context, structure, statutory purpose, and legal terms […]

Mark Levin Podcast
6/4/26 - The AI Jobs Boom: What You Haven't Been Told

Mark Levin Podcast

Play Episode Listen Later Jun 5, 2026 119:32


On Thursday's Mark Levin Show, WJNO's Brian Mudd fills in for Mark. The AI jobs boom is coming. But there's a tale of two economies, where investors have enjoyed a phenomenal stock market run driven by AI, while everyday life feels strained by high gas and grocery prices. Despite concerns over AI job losses, Iran-related issues, and costs, there is strong economic momentum and Reaganomics-style trickle-down effects, with wealth from companies redeploying across the economy.  April saw 115,000 jobs added driven by actual American workers, with 3.6% wage growth exceeding inflation. Tech jobs cut by AI have been more than offset by gains in construction, utilities, and AI-supporting infrastructure, signaling booming AI-related job creation in the early months of this shift. Meanwhile, the current average gas price is around $4.24 per gallon; even if sustained all year on an inflation-adjusted basis, it would rank only as the 9th most expensive year in U.S. history, with four of the top five (including the top three) most expensive years occurring under the Obama administration. Also, President Trump sidelined Maduro in Venezuela—redirecting its vast oil reserves (previously 80% to China, though only 2% of China's supply) to the US via Chevron, boosting production 50%—and now targeting Iran (47% of China's oil), Trump has disrupted China's new Axis network of allies (including Russia, North Korea, Cuba, Venezuela, and Nicaragua). This strategically hampers China's military capabilities, preventing escalation to World War III.  Later, this version of the Democrat party is the most dangerous yet.  Sen Chuck Schumer opposed funding reconciliation for the Department of Homeland Security, including $140 billion for Border Patrol and ICE. Democrats' support for the BLM-led defund the police movement caused total crime rates to rise 30% and murders 44% in embracing communities, with devastating effects. Open border policies under President Biden allowed criminal illegal aliens to run rampant, committing a quarter of all U.S. crime. If you vote for Democrats, you are voting for more murders and crime to take place. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Wright Report
01 JUN 2026: Iran Delays, Rebuilds Military // Trump's New Peace Terms // Oil Chiefs Warn of 1970's-Era Fuel Crisis // Screw Worm Update // Other U.S. Pests: Chinese Spies, NJ Agitators, Muslim Killers // Medical!

The Wright Report

Play Episode Listen Later Jun 1, 2026 35:39


Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he covers today's top stories shaping America and the world. In this Monday Headline Brief of The Wright Report, Bryan reveals that Iranian President Masoud Pezeshkian has reportedly offered his resignation, admitting the IRGC, not the civilian government, is now firmly in control of Iran and its stalled peace talks with President Trump. Bryan tracks satellite images showing Iran using the ceasefire to dig out buried missiles and drones, a US Hellfire strike on a cargo ship running the naval blockade, and warnings from Chevron, Exxon, and Aramco that global oil supplies could hit a panic-buying breaking point in just two to three weeks, with prices potentially spiking past $150 a barrel. He also covers Israel's deepest push into Lebanon in 25 years and the capture of the Crusades-era Beaufort Castle, then makes the case that Trump's best play now is a bare-bones Iran deal so he can pivot to the bigger threat at home: an Islamo-Marxist Democrat movement organizing violent ICE protests with funding from Roy Singham and George Soros. Plus, Bryan unpacks the concept of Taqiyya and what it means for vetting figures like Zohran Mamdani, a screwworm case creeping toward Texas cattle country, a promising new blood test that distinguishes four forms of dementia with 92% accuracy, and surprising research on how multiple AI chatbots can fact-check each other to deliver better medical answers. "And you shall know the truth, and the truth shall make you free." - John 8:32   Keywords: Bryan Dean Wright, The Wright Report, Monday Headline Brief, Masoud Pezeshkian resignation, IRGC control Iran, Iran peace talks, Trump Iran deal, Strait of Hormuz blockade, Hellfire missile cargo ship, oil supply crisis, $150 oil price, Chevron Exxon Aramco warning, Israel Lebanon invasion, Beaufort Castle, Hezbollah disarm, Benjamin Netanyahu, Gaza war, drug boat strikes, Caribbean cartel operations, screwworm outbreak Texas, Eileen Wang Arcadia California, Chinese Communist infiltration, Roy Singham, George Soros, Hassan Piker, Delaney Hall ICE protests, Brandon Greer, New Jersey ICE attacks, Mikie Sherrill, Markwayne Mullin self deportation, Zohran Mamdani, Fadhel Al-Sahlani, taqiyya, political Islam, dementia blood test Washington University, CBD nerve pain study, AI medical chatbots, ChatGPT Gemini Llama health accuracy