Podcasts about constellation energy

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Best podcasts about constellation energy

Latest podcast episodes about constellation energy

FactSet U.S. Daily Market Preview
Financial Market Preview - Thursday 4-Dec

FactSet U.S. Daily Market Preview

Play Episode Listen Later Dec 4, 2025 4:54


S&P futures are pointing to a flat open today. Asian equities ended today's session mixed, with Japan's Nikkei up 2% on strong tech performance, while mainland China and South Korea lagged. Following a flat session on Wednesday, European markets are mostly higher, with the German DAX leading the gains. Companies Mentioned: Netflix, Warner Brothers Discovery, Meta, Constellation Energy

WSJ What’s News
What's News in Markets: Investor Jitters, Retail Rivalries, Nuclear AI

WSJ What’s News

Play Episode Listen Later Nov 22, 2025 5:53


Which of the major home improvement stores came out on top this week? And why is Target investing $1 billion more in store upgrades? Plus, how did the Trump administration's loan to Constellation Energy affect its stock this week? Host Telis Demos discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ Your Money Briefing
What's News in Markets: Investor Jitters, Retail Rivalries, Nuclear AI

WSJ Your Money Briefing

Play Episode Listen Later Nov 22, 2025 6:03


Which of the major home improvement stores came out on top this week? And why is Target investing $1 billion more in store upgrades? Plus, how did the Trump administration's loan to Constellation Energy affect its stock this week? Host Telis Demos discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Allegheny Front
Episode for November 21, 2025: Ohio River plan, trash instruments and Three Mile Island

The Allegheny Front

Play Episode Listen Later Nov 21, 2025 29:51


It's our end-of-year membership drive! Become a member today. Our nonprofit newsroom is powered by our members. Now through December 31st, every donation up to $1,000 will be matched. One-time donations will be doubled and monthly donations matched 12 times. Another $1,000 will be unlocked if we gain 50 new members at any amount. Donate today.  Or send us a check to: The Allegheny Front, 67 Bedford Square, Pittsburgh, 15203.  And thanks!  On this week's show: The Ohio River Basin is poised for a multi-year ecological restoration after decades of industrial pollution, but only if Congress decides to fund it. Constellation Energy's project to restart a nuclear reactor at the former Three Mile Island plant in Dauphin County is getting a one billion dollar loan from the federal government. Allegheny County Council voted unanimously to approve a series of fee increases for facilities that produce air pollution. Ohio's Great Black Swamp might hold the key to reducing pollution in the Great Lakes. The first leg of a new trail system in Centre County, Pennsylvania, is ready for visitors. A percussionist from Brazil turns discarded objects into musical instruments.   Sign up for our newsletter! Get our newsletter every Tuesday morning so you'll never miss an environmental story. 

Minimum Competence
Legal News for Thurs 11/20 - 5th Circuit Senior Judge Tensions, EEOC Subpoena to UPenn, Kraken IPO and $1b Loan from USGOV for Three Mile Island

Minimum Competence

Play Episode Listen Later Nov 20, 2025 6:37


This Day in Legal History: Ratification of the Bill of Rights by New JerseyOn November 20, 1789, New Jersey became the first state to ratify the Bill of Rights, a landmark moment in American constitutional history. Just months after the U.S. Constitution went into effect, debate over its lack of explicit protections for individual liberties sparked calls for amendments. Responding to this concern, James Madison introduced a series of proposed amendments in the First Congress in June 1789, aiming to ease Anti-Federalist fears and solidify support for the new federal government. Congress approved twelve amendments on September 25, 1789, and sent them to the states for ratification.New Jersey acted swiftly, ratifying eleven of the twelve proposed amendments less than two months later. The state rejected the first proposed amendment, which concerned congressional representation, and accepted the rest, including protections for freedom of speech, religion, the press, the right to bear arms, and safeguards against unreasonable searches and seizures. New Jersey's early endorsement gave momentum to the broader ratification effort, which required approval by three-fourths of the states.By December 15, 1791, ten of the amendments had been ratified by the necessary eleven states and became known as the Bill of Rights. These provisions would become foundational to American legal doctrine, judicial interpretation, and civil liberties jurisprudence. New Jersey's rapid ratification also signaled the willingness of smaller states to embrace a constitutional framework that better balanced federal power with individual protections.The ratification process itself reflected the structural legal mechanism required to alter the Constitution—Article V mandates both congressional proposal and state approval. This episode demonstrates how early American legal institutions navigated public pressure and political compromise to create durable legal norms. The Bill of Rights remains central to constitutional interpretation today, frequently invoked in court cases involving speech, privacy, and due process.A group of senior judges on the U.S. Court of Appeals for the Fifth Circuit has recently influenced several rulings on politically sensitive cases, softening the conservative tone of one of the nation's most right-leaning appellate courts. These judges, many appointed decades ago by presidents like Jimmy Carter and Ronald Reagan, were part of three-judge panels that struck down or allowed challenges to laws involving religion in schools, drag shows on campus, and firearm signage. However, these decisions are now set for reconsideration by the court's full active bench in January, as part of a growing trend of en banc rehearings.The Fifth Circuit includes 17 active judges and seven senior judges. While senior judges can still hear cases and author opinions, their influence is ultimately limited because active judges control en banc reviews, which can overturn panel rulings. Most of these upcoming en banc cases saw dissents from Trump-appointed judges at the panel level. Some senior judges, like Edith Brown Clement, are conservative and remain highly active, while others like James Dennis and Patrick Higginbotham are known for their moderate or liberal views and are key voices in current and upcoming decisions.Legal experts say senior judges' experience and moderation often make them more willing to adhere to precedent rather than pursue ideological shifts. Their dissents and opinions can also help signal to the U.S. Supreme Court that a case warrants review. With an increase in ideologically charged cases on topics like immigration and free speech, the Fifth Circuit's internal dynamics reflect a broader national tension between judicial restraint and a more activist, conservative legal agenda.Full Fifth Circuit Overrides Moderate Senior Judges' RulingsThe Equal Employment Opportunity Commission (EEOC) has asked a federal court to enforce a subpoena against the University of Pennsylvania as part of an ongoing investigation into alleged antisemitic harassment. The EEOC's request was filed in the U.S. District Court for the Eastern District of Pennsylvania and stems from a charge initiated in December 2023 by Republican-appointed Chair Andrea Lucas. The agency is seeking documents and information identifying victims and witnesses to reported religious-based harassment affecting faculty and staff.The investigation centers on claims that the university failed to adequately respond to internal complaints of antisemitism. The EEOC under Lucas—particularly during and after the first Trump administration—has prioritized enforcement actions related to religious discrimination, with higher education institutions facing increased scrutiny. Penn has not yet issued a public response regarding the subpoena or the broader investigation.EEOC Seeks UPenn Information Disclosure in Antisemitism ProbeCryptocurrency exchange Kraken announced that it has confidentially filed for an initial public offering (IPO) in the United States. The move positions Kraken among several digital asset firms seeking to go public amid renewed investor interest in the crypto sector. Other companies like Circle and Gemini have also made progress toward U.S. listings this year.Kraken recently reported a $20 billion valuation in its latest fundraising round, marking a 33% increase over the past two months. While the company did not disclose specific details about the IPO structure or timeline, the filing indicates growing momentum for digital finance firms in public markets.Crypto exchange Kraken confidentially files for US IPO | ReutersThe U.S. government has loaned Constellation Energy $1 billion to restart a nuclear reactor at the former Three Mile Island site in Pennsylvania. The project, now called the Crane Clean Energy Center, involves reviving an 835-megawatt reactor that was shut down in 2019. Constellation entered a partnership with Microsoft in 2024 to help offset the tech company's energy use, especially for power-intensive data centers. The reactor's restart reflects rising energy demand tied to emerging technologies like artificial intelligence.The Department of Energy's Loan Programs Office (LPO) issued the loan to help lower financing costs and encourage private investment. Officials emphasized that nuclear energy offers stable, carbon-free baseload power critical for both grid reliability and climate goals. While Constellation is financially strong enough to obtain private funding, the administration said public support signals a national commitment to clean and dependable energy infrastructure.The plant still needs regulatory approvals, including from the Nuclear Regulatory Commission. Constellation has already begun hiring workers, inspecting systems, and ordering essential equipment. The company now expects the reactor to come online by 2027, a year ahead of the original timeline due to an accelerated grid connection review.US loans Constellation $1 billion for Three Mile Island reactor reboot | Reuters 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

Stock Market Today With IBD
Indexes Whipsaw Higher; Intuitive Surgical, Constellation Energy, Google In Focus

Stock Market Today With IBD

Play Episode Listen Later Nov 19, 2025 24:02


Ken Shreve and Ed Carson analyze Wednesday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Daily Crunch – Spoken Edition
DOE gives Microsoft partner $1B loan to restart Three Mile Island reactor; plus, Hugging Face CEO says we're in an ‘LLM bubble,' not an AI bubble

The Daily Crunch – Spoken Edition

Play Episode Listen Later Nov 19, 2025 7:07


Constellation Energy will use the loan to refurbish a reactor it idled in 2019. Microsoft has agreed to buy the power once the facility reopens in 2028. Also, Hugging Face co-founder and CEO Clem Delangue says all the attention is on LLMs, but smaller, specialized models will make sense in many use cases going forward. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Capital
Capital Intereconomía 10:00 a 11:00 19/11/2025

Capital

Play Episode Listen Later Nov 19, 2025 56:59


En el Radar Empresarial, Capital Intereconomía ha puesto el foco en la decisión de la Administración Trump, que ha anunciado una inversión de 1.000 millones de dólares en Constellation Energy, reforzando su apuesta por la energía nuclear como pieza estratégica para la seguridad y transición energética de EE.UU. En el espacio de empresas y mercados, Susana Criado ha entrevistado a Jesús González, director gerente de BME Growth, BME Scaleup y Latibex, con motivo del Foro Latibex. González ha destacado que España se ha consolidado como el principal destino de la inversión latinoamericana, y que el índice Latibex Top sube un 29% en el año, impulsado sobre todo por Brasil, que avanza un 32%. Subrayó además el creciente interés por la internacionalización y las oportunidades que España ofrece a las compañías latinoamericanas. En el Foro de la Inversión, Illán Perales, director de Atención al Cliente de Indexa Capital, ha abordado una de las preguntas más recurrentes entre los inversores: “¿Estamos o no estamos en una burbuja?”, analizando valoraciones, comportamiento del mercado y cómo debe reaccionar el inversor de largo plazo. La jornada ha concluido con el consultorio de fondos junto a Jorge Colmenarejo Sanz, fundador de fondosafondo.es, quien ha dado respuesta a las dudas de la audiencia en un contexto de volatilidad y rotación de activos.

TD Ameritrade Network
CEG's Nuclear Plans Amid Rising Electricity Demand

TD Ameritrade Network

Play Episode Listen Later Nov 7, 2025 7:45


CFRA's Daniel Rich says Constellation Energy's (CEG) latest earnings pointed to an "okay quarter." On the positive side, he highlights the company's guidance staying in the midpoint range and says overall core trends are very much still intact. Daniel explains his firm's bullish position heading into the report, including a potential bipartisan support for expansion into nuclear energy output. He cites big tech deals with Microsoft (MSFT) and Meta Platforms (META) as indicative of continued demand for electricity solutions.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

I Hate Politics Podcast
The Conowingo Settlement

I Hate Politics Podcast

Play Episode Listen Later Oct 10, 2025 32:04


The Conowingo Dam in northern Maryland is the state's largest hydroelectric project and the Susquehanna River it controls is the largest tributary of the Chesapeake Bay. As part of renewing its federal license to operate, the dam's private owner, Constellation Energy and the state of Maryland have finally come to an agreement on improving water quality in the river, fish lifts, and dredging the dam's 9000-acre reservoir. Ted Evgeniadis of the Lower Susquehanna Riverkeeper and Robin Broder of Waterkeepers Chesapeake, were also parties to the negotiations and the agreement and joined Sunil Dasgupta to explain why the Conowingo Settlement was a big deal. Music by Drew Pictures and the Lead Extras.

TD Ameritrade Network
CEG, Nuclear Power, Cybersecurity & Ivana's A.I. Adjacent Plays

TD Ameritrade Network

Play Episode Listen Later Oct 1, 2025 9:14


Ivana Delevska says there's many companies and industries outside of the chipmakers to benefit from the next wave of A.I. Among them is Constellation Energy (CEG), which she sees as a leader in electricity production for A.I.'s power demand. Ivana also points investor attention to cybersecurity stocks like CrowdStrike (CRWD) and ZScaler (ZS). Tom White turns to the options front through example trades in Constellation Energy and GE Vernova (GEV).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Energy Espresso
#39. Revolutionizing Energy Management with Del Hilber

Energy Espresso

Play Episode Listen Later Sep 23, 2025 69:24


How tech and leadership are reshaping the future of energy?In this episode of The Energy Espresso, host Dave Bosco sits down with Del Hilber from VIOTAS, who flew in from Baltimore to Houston, to share his journey from Constellation Energy to his current role. Del offers sharp insights on demand-side management, renewable integration, and the power of corporate culture to spark innovation. Grab your coffee and hear Del's unique perspective on the Texas energy market, regulatory changes, and lessons learned from Ireland's renewable boom.Don't miss this deep dive into how technology and strong leadership are redefining energy management!00:00 Introduction and Guest Welcome00:16 Weather and Travel Banter01:01 Energizing the Conversation with Coffee02:04 Del's Journey in the Energy Sector02:58 Demand Response and Business Ventures04:40 Transition to TIS and Current Role07:24 TIS Overview and Global Presence09:13 Understanding Qualified Scheduling Entities (QSE)12:16 Technology and Market Participation20:29 Regulatory Changes and Market Dynamics27:14 Ireland's Energy Market and Lessons for Texas37:18 The Uncertainty of Future Programs37:30 Data Center Challenges and Solutions38:06 Navigating the Energy Market39:27 Supply Chain and Regulatory Hurdles41:20 The Importance of Grid Resiliency57:21 Leadership and Team Building01:08:33 Conclusion and Future Outlook

Alles auf Aktien
Die nächsten Profiteure des Oracle-Bebens und Klarna-Fantasien

Alles auf Aktien

Play Episode Listen Later Sep 11, 2025 23:51


In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über das Tauziehen bei SAP, Kursgewinne bei Zara, einen Einbruch bei Primark und die Tierfutter-Ernüchterung. Außerdem geht es um Broadcom, Arm Holdings, Constellation Energy, Nvidia, Synopsys, Cadence Design Systems, Chewy, Alstom, Novo Nordisk, Inidtex, AB Foods, Microsoft, Amazon, Meta, Alphabet, Iren, Nebius, Coreweave, Service Now, Alibaba, WisdomTree Cloud Computing ETF (WKN: A2PQVE), First Trust Cloud Computing ETF (WKN: A2N9EF), Global X Cloud Computing  ETF (WKN: A2QPBV), Xtrackers Artificial Intelligence & Big Data ETF (WKN: A2N6LC), Affirm. Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

PA High School Football Report
Recapping Altoona's surprising upset victory, dramatic overtimes and more

PA High School Football Report

Play Episode Listen Later Sep 9, 2025 37:16


Eric and Dan are joined by new PennLive videographer Bruce Badgley about his role in producing multi-camera live streams for various high school sports. Badgley discusses the technical aspects, the challenges of broadcasting from different venues, and the positive impact of sponsorships from companies like Constellation Energy. Eric and Dan then recap recent high school football games, highlighting Altoona's surprising upset victory over Cumberland Valley, Mechanicsburg's dominant defensive performance against Mifflin County, and Harrisburg's dramatic double-overtime win against State College. Hosts: Eric Epler and Dan Sostek Guest: Bruce Badgley Producers: Megan Lavey-Heaton Every episode of the PA High School Football Report can be found on Spotify, Apple Podcasts, YouTube, or your preferred podcast player. Follow all of PennLive's high school sports coverage at https://highschoolsports.pennlive.com/

Stock Market Today With IBD
How Long Can We Stay Above 21-Day? Constellation Energy, Pan American Silver, Planet Fitness In Focus

Stock Market Today With IBD

Play Episode Listen Later Jul 11, 2025 38:29


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

FOX on Tech
Meta Signs Nuclear Energy Deal

FOX on Tech

Play Episode Listen Later Jun 18, 2025 1:45


Meta is signing a 20 year deal with Constellation Energy to buy energy from its nuclear power plant in Illinois, the latest tech giant to turn to nuclear for the massive amounts of energy needed for artificial intelligence goals. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The 21st Show
Breaking down Meta’s deal with Clinton power plant: What does it mean for future of nuclear energy?

The 21st Show

Play Episode Listen Later Jun 10, 2025


Meta recently signed a 20-year deal with the nuclear plant owned by Constellation Energy in Clinton, Illinois. An energy expert discusses the complexities of this agreement, what it means for the future of nuclear energy, artificial intelligence, and the region. 

Business Casual
Anxious Shoppers Love Dollar General & Meta Inks Nuclear Deal

Business Casual

Play Episode Listen Later Jun 4, 2025 29:48


Episode 597: Neal and Toby talk about Meta's mega nuclear deal with Constellation Energy as it seeks to power its AI demand. Then, Dollar General impresses Wall Street with a strong Q1 that has shoppers from all over looking for value amid rising costs. Also, the fast-food chicken wars reaches a new chapter with the return of the McDonald's snack wrap and a restaurant that's heating up: Dave's Hot Chicken. Plus, a British AI startup filed for bankruptcy after it was allegedly falsifying business to inflate its sales.  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. LinkedIn will even give you a $100 credit on your next campaign so you can try it yourself. Go to LinkedIn.com/MBD  Terms and conditions apply. Only on LinkedIn Ads. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note  Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices

The Annie Frey Show Podcast
Meta's Nuclear Power Play: Fueling AI with 20 Years of Atomic Energy | Eben Brown

The Annie Frey Show Podcast

Play Episode Listen Later Jun 4, 2025 15:03


In this episode, Ryan Wrecker interviews Fox News Radio's Eben Brown to dissect Meta's groundbreaking 20-year nuclear energy agreement with Constellation Energy. This deal marks a significant shift in how Big Tech approaches sustainable power, aiming to meet the immense energy demands of artificial intelligence. Discover how this partnership could reshape the future of AI infrastructure, the challenges of integrating nuclear energy into tech operations, and what it means for the broader industry. Tune in for an in-depth analysis of this pivotal move in the tech and energy sectors

The Annie Frey Show Podcast
Meta's Nuclear Deal, Immigration Arrests, Agroterrorism Plot, and Mar-a-Lago Intruder – Hour 1

The Annie Frey Show Podcast

Play Episode Listen Later Jun 4, 2025 42:19


In this episode, Ryan Wrecker speaks with Fox News Radio's Eben Brown about Meta's 20-year deal with Constellation Energy to power AI operations using nuclear energy. Later, Ryan and Brad Range to break down several major national stories: – U.S. immigration officials push for increased detentions and collateral arrests – DOJ charges two Chinese nationals with smuggling fungus tied to potential agroterrorism – A man is arrested after jumping the wall at Mar-a-Lago, claiming he wanted to marry Donald Trump's granddaughter – A Colorado terror suspect sets himself on fire at the start of an attack, caught on video

MONEY FM 89.3 - Your Money With Michelle Martin
Market View: Meta's Nuclear Power Play, SGX's Delisting Dilemma & Frencken's $63M Bet

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Jun 4, 2025 8:33


Is nuclear energy the future of AI—and can Singapore’s stock market survive another delisting? Hosted by Michelle Martin, this edition dives into Meta’s massive 20-year nuclear deal to fuel its AI ambitions. We explore the implications of yet another SGX delisting, this time from Singapore Paincare. Dollar General defies tariff pressure with an earnings surge, while Frencken plans a high-tech facility in Kaki Bukit. Temasek-backed Mapletree Investments hits new highs, and Yangzijiang Shipbuilding leads STI gainers. Companies featured: Meta, Constellation Energy, Singapore Paincare, Frencken, Dollar General, Mapletree, Yangzijiang, ST Engineering, UOL, DFI Retail, Thai Bev.See omnystudio.com/listener for privacy information.

WSJ Minute Briefing
Constellation Energy Agrees 20-Year Deal with Meta Platforms

WSJ Minute Briefing

Play Episode Listen Later Jun 3, 2025 2:23


Plus: Dollar General raised its full year sales outlook. And Israeli troops shot at Palestinians in southern Gaza on their way to an aid distribution site. Anthony Bansie hosts. Sign up for the WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Squawk on the Street
Recession Odds Latest, Jefferies' Volatility Playbook, and Applied Digital CEO Talks AI Demand 6/3/25

Squawk on the Street

Play Episode Listen Later Jun 3, 2025 44:04


Carl Quintanilla and Sara Eisen broke down the latest for stocks as UBS raises its recession odds – the OECD cuts growth estimates for the United States – and Chicago Fed President Goolsbee warns inflation could head higher from here. Jefferies David Zervos with the team to breakdown the market impact of it all – and why he says “the needle is moving” towards the bulls… That said, Goldman's Head of Corporate Credit Jonny Fine warning: keep an eye on the deficit if you're a long-term investor. Hear his read from the ground, this hour.  Also in focus: Constellation Energy a top gainer this morning after inking a new deal to power Meta's AI projects… The key details. Plus: the team caught up with the CEO of a different name, but similar story - Applied Digital's CEO, fresh off a $15B deal with Coreweave to host their AI datacenters.  Squawk on the Street Disclaimer

Squawk on the Street
Trade Tensions Effect, Meta's AI Power Play, Retail Earnings Rally 6/3/25

Squawk on the Street

Play Episode Listen Later Jun 3, 2025 42:45


Carl Quintanilla and Jim Cramer explored market reaction to new developments surrounding trade tensions. AI also in the spotlight:Morgan Stanley analyst Adam Jonas' new note, Meta's 20-year deal to buy nuclear power from Constellation Energy,OpenAI CEO Sam Altman's AI prediction for 2026. Also in focus: Good news and bad news in Ford's May auto sales numbers,Dollar General and Signet Jewelers surge on earnings, CoreWeave triples since its March IPO, Cramer calls out the meme stocks. Squawk on the Street Disclaimer

TD Ameritrade Network
META & CEG Deal Shows "We Need" More Energy for A.I.

TD Ameritrade Network

Play Episode Listen Later Jun 3, 2025 10:20


"We've got to get more nuclear going," argues LikeFolio's Landon Swan. With tech outgrowing efficiency, he sees Constellation Energy's (CEG) deal with Meta Platforms (META) as a big win for the Mag 7 giant. Landon sees the company using that extra power to fuel its abundance of A.I. products. Despite the high price tag, Landon makes the case that "you have to be aggressive" when it comes to A.I. spend.======== 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

CNBC’s “Money Movers”
Meta's Nuclear Deal, The Tariff Tax, Tri Pointe Homes CEO 6/3/25

CNBC’s “Money Movers”

Play Episode Listen Later Jun 3, 2025 42:07


Nuclear stocks rally after Meta announces a deal for nuclear power with Constellation Energy. We talk to one analyst who lays out his top picks in the space. Then the tariff tax for retailers. A detailed breakdown of just how much prices could rise for consumers should trade deals not be reached. And then the CEO of Tri Pointe Homes, one of the nation's largest homebuilders, provides his outlook for the housing market as supply continues to remain tight.

Wall Street mit Markus Koch
Meta lässt Constellation Energy durchstarten

Wall Street mit Markus Koch

Play Episode Listen Later Jun 3, 2025 23:25


Die Wall Street konnte sich gestern im Tagesverlauf von den Tiefs deutlich erholen. Der Dow Jones war zeitweise über 400 Punkte schwächer, schloss aber mit einem Plus. Die Nachrichtenlage ist an diesem Dienstag dünn. Die Mai-Verbraucherpreise lagen in Euroland unter den Zielen, was die erwartete Zinssenkung der EZB in dieser Woche untermauert. Das in Japan die Auktion von 10-jährigen Staatsanleihen eine gesunde Nachfrage gesehen hat, wirkt sich auch auf US-Staatsanleihen leicht positiv aus. Die Renditen langlaufender Staatsanleihen laufen leicht zurück. Zudem lag Chinas Caixin PMI-Einkaufsmanager Index der Industrie unter den Zielen, und die OECD hat die für 2025 und 2026 erwarteten Wachstumsaussichten der Weltwirtschaft reduziert. Zu den Gewinnern gehören heute die Aktien von Dollar General, die von den soliden Ergebnissen und Aussichten profitiert. Die Aktien von Constellation Energy starten durch, angefacht durch eine über 20 Jahre laufende Kooperation mit Meta. Pinterest profitiert wiederum von positiven Analystenkommentaren. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

NY to ZH Täglich: Börse & Wirtschaft aktuell
Constellation Energy hebt ab | New York to Zürich Täglich

NY to ZH Täglich: Börse & Wirtschaft aktuell

Play Episode Listen Later Jun 3, 2025 11:50


Die Wall Street konnte sich gestern im Tagesverlauf von den Tiefs deutlich erholen. Der Dow Jones war zeitweise über 400 Punkte schwächer, schloss aber mit einem Plus. Die Nachrichtenlage ist an diesem Dienstag dünn. Die Mai-Verbraucherpreise lagen in Euroland unter den Zielen, was die erwartete Zinssenkung der EZB in dieser Woche untermauert. Das in Japan die Auktion von 10-jährigen Staatsanleihen eine gesunde Nachfrage gesehen hat, wirkt sich auch auf US-Staatsanleihen leicht positiv aus. Die Renditen langlaufender Staatsanleihen laufen leicht zurück. Zudem lag Chinas Caixin PMI-Einkaufsmanager Index der Industrie unter den Zielen, und die OECD hat die für 2025 und 2026 erwarteten Wachstumsaussichten der Weltwirtschaft reduziert. Zu den Gewinnern gehören heute die Aktien von Dollar General, die von den soliden Ergebnissen und Aussichten profitiert. Die Aktien von Constellation Energy starten durch, angefacht durch eine über 20 Jahre laufende Kooperation mit Meta. Pinterest profitiert wiederum von positiven Analystenkommentaren. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Mercado Abierto
Claves de la sesión en Wall Street

Mercado Abierto

Play Episode Listen Later Jun 3, 2025 6:56


Constellation Energy, Merck, Mattel, Dollar General, NIO y CloudeStrike, bajo la lupa de Rafael Ojeda, analista independiente.

World Nuclear News
Trump executive orders aim to quadruple US nuclear energy capacity

World Nuclear News

Play Episode Listen Later May 29, 2025 22:44


US President Donald Trump has signed a series of executive orders titled Reinvigorating the Nuclear Industrial Base, Reforming Nuclear Reactor Testing at the Department of Energy and Ordering the Reform of the Nuclear Regulatory Commission with the goal of "re-establishing the United States as the global leader in nuclear energy".The aim is to increase US nuclear energy capacity from 100GW to 400GW by 2050, including the Department of Energy (DOE) prioritising work "with the nuclear energy industry to facilitate 5 gigawatt of power uprates to existing nuclear reactors and have 10 new large reactors with complete designs under construction by 2030".Explanations of each of the executive orders was given as they were presented to the president to add his signature in the Oval Office. In this episode we play pretty much the whole of that event. As well as the US President, you'll hear from Secretary of the Interior Doug Burgum, who is also Chairman of the National Energy Dominance Council, Secretary of Defense Pete Hegseth, Joe Dominguez, CEO of Constellation Energy, Maria Korsnick, CEO of the Nuclear energy Institute, Jacob DeWitte, founder and CEO of Oklo and Scott Nolan of uranium enrichment company General Matter.World Nuclear News's Claire Maden drills into more of the detail of the announcements, and Jonathan Cobb, senior programme lead, climate, at World Nuclear Association then assesses the broader implications of the US adopting the goal of quadrupling its nuclear energy capacity.Key links to find out more:World Nuclear NewsReinvigorating the Nuclear Industrial BaseNuclear Reactor Testing at the Department of Energy Ordering the Reform of the Nuclear Regulatory CommissionEmail newsletter:Sign up to the World Nuclear News daily or weekly news round-upsContact info:alex.hunt@world-nuclear.orgEpisode credit:  Presenter Alex Hunt. Co-produced and mixed by Pixelkisser Production

Mercado Abierto
Protagonistas de Wall Street

Mercado Abierto

Play Episode Listen Later May 23, 2025 9:00


Ricardo Tomás, asesor del fondo Multigestión Basalto USA, hace el análisis de las compañías Apple, Oklo, NuScale Power, Cameco, NexGen Energy, Constellation Energy, Vistra, General Dynamics, Fannie Mae, Freddy Mac, JPMorgan Chase, Banco de América, Citigroup, Wells Fargo y Ross Stores.

C.O.B. Tuesday
"Energy Is An Instrument And An Objective Of Geopolitical Tensions" Featuring Dr. Francesco Sassi, University of Oslo

C.O.B. Tuesday

Play Episode Listen Later May 14, 2025 52:22


Today we had the pleasure of hosting Dr. Francesco Sassi for a wide-ranging discussion on global energy and geopolitics. Francesco is a Postdoctoral Fellow at the University of Oslo and previously served as a Research Fellow in energy geopolitics and markets at Ricerche Industriali ed Energetiche (RIE). Francesco holds a Ph.D. in Political Science – Geopolitics from the University of Pisa, where he focused his research on the Sino-Russian gas interdependence. We were drawn to his straightforward analysis, insightful commentary, and use of maps to bring complex dynamics to life. We were thrilled to visit with Francesco and learn from his perspective. In our conversation, we explore the rise of political risk in energy markets and the growing global interdependence of the energy system, driven by factors such as China's increasing influence in shaping energy geopolitics, new interdependencies created by energy technology, trade and manufacturing, as well as disruptions like COVID-19 and the Russia-Ukraine war. We examine Russian gas volumes to Europe, Spain's leadership in clean energy and the implications of its recent blackout, and the dual forces shaping Europe: rising cross-border interconnectivity projects alongside increasing energy nationalism. We touch on President Trump's recent visit to the Middle East, which is part of broader interest in energy and AI investment in the region, OPEC+ strategy, market share pressures, and the impact of low oil prices on Russia. Francesco shares his perspective on the potential for a Putin-Zelensky meeting, tensions between India and Pakistan, and how energy policy is becoming increasingly central to electoral platforms in Europe. We turn to Argentina's recent progress under President Milei, Israeli investment in lithium extraction technology in Argentina's lithium triangle, and how energy and mineral resources are increasingly being used as tools of foreign policy and geopolitical leverage. We close with Francisco's thoughts on the growing power of energy as a force shaping international relations and global industrial strategy. It was a dynamic and insightful conversation. Mike Bradley kicked off the discussion by noting that broader markets rallied substantially on Monday following news that China and the U.S. have agreed to a “tentative” tariff deal. Broader equity markets (S&P 500) have completely retraced their losses since Trump's April 2nd Day of Liberation and are now up slightly (+4%). Meanwhile, the S&P Volatility Index has plunged from its April 8th tariff volatility highs and is now trading near YTD lows, something to be monitored closely as any surprise event could send broader markets lower. On the bond market front, the 10yr bond yield is trading sideways even though April CPI came in lower than expected. PPI will be released on Wednesday and if it too prints lower than expected, it could provide room for the Fed to begin cutting rates at their June 18th FOMC meeting. On the crude oil front, WTI price has rebounded nicely over the past week and now trades at ~$63/bbl. Oil traders remain focused on future OPEC+ production increases and increasingly on whether U.S. E&Ps will begin altering their 2025 capex plans at these lower prices levels. He wrapped up with a look at key events this week, notably NRG Energy's acquisition of LS Power's portfolio of natural gas generation assets (~13gw for ~$12 billion). The move follows Constellation Energy's mid-January deal to acquire Calpine Corp. and demonstrates that both companies are positioning themselves for an acceleration in electricity growth this decade. Many thanks to Francesco for sharing his time and insights with us today. We hope you enjoy the discussion as much as we did! Our best to you all.

Capital
Radar Empresarial: Warren Buffet se retira y deja Berkshire Hathaway

Capital

Play Episode Listen Later May 7, 2025 4:49


Y después de tanto tiempo llegó el día. Warren Buffet anunció el sábado que tras 60 años, deja el cargo de CEO de la compañía. El Oráculo de Omaha aprovechó la cita anual con los accionistas para anunciar el esperado adiós. Aunque señaló que no se va a desentender del todo de Berkshire Hathaway, ya que como indicó “todavía seguiré por aquí y posiblemente seré útil en algunos casos”. Su sustituto ya está claro o por lo menos el más deseado por Buffet. Greg Abel es el caballo ganador del inversor multimillonario. Y es que era el sucesor designado desde 2021, pero el anuncio le sorprendió igual que al resto del mercado. En sus manos queda el futuro de una empresa que Buffet ha convertido en uno de los gigantes de la inversión. Para Munesh Melwani, Socio Fundador de Cross Capital, una de las claves de la gran dimensión que obtuvo Buffet con Berkshire es la asociación que ha tenido en los últimos cincuenta años con Charlie Munger, vicepresidente de la compañía muchos años y él que es considerado como el principal socio del Oráculo de Omaha. En cambio para Luis García, gestor de MAPFRE AM, lo que explica el éxito del multimillonario es la transición que hizo del Value. Aunque el sábado no fue sólo el día de la sorpresiva despedida de Buffet. Berkshire Hathaway presentó resultados, unos resultados con unos beneficios decepcionantes. Estos se fueron hasta los 4600 millones de dólares, un 64% menos que el año pasado. Y es que la compañía sigue reduciendo sus ventas netas de acciones fueron de 1500 millones de dólares. ¿Cómo están ahora estructuradas sus inversiones? La empresa tenía una liquidez de 350.000 millones de dólares, de los cuales 300.000 han ido para bonos de tesoro. Aunque Buffet reconoció que la compañía estuvo a punto de invertir 10.000 millones en los últimos días. Sabemos los resultados y quién lo sustituye pero ¿Quién es Greg Abel? Nacido en Canadá, en 1992 empezó su andadura en PricewaterhouseCoopers. Después pasó a Mid American Energy, que fue al tiempo adquirida por Berkshire y que supuso la llegada a la empresa. Uno de los puntos más chocantes es que a Warren Buffet no le convencía Greg Abel en un principio. David Sokol, CEO de Mid American, convenció tanto a Buffet como a Munger de la valía de Abel. El Oráculo de Omaha es conocido por aprovechar los momentos de crisis para conseguir grandes inversiones. Eso es lo que hizo también Abel con la crisis de 2008. Gracias a la cancelación de Constellation Energy, que en vez de con Berkshire se fue con EDP, Mid American consiguió 1.000 millones de dólares de indemnización. Así comenzaron las andaduras de Abel hasta convertirse en lo que es hoy: la inversión más valiosa de Warren Buffet.

Ransquawk Rundown, Daily Podcast
Europe Market Open: APAC gains capped by disappointing Chinese Caixin Services PMI

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later May 6, 2025 5:30


APAC stocks were mostly higher but with gains capped following disappointing Chinese Caixin Services PMI.European equity futures indicate a slightly lower open with Euro Stoxx 50 future down 0.1% after the cash market finished flat on Monday.DXY failed to hold above the 100 mark, EUR/USD sits on a 1.13 handle, USD/JPY was unable to maintain its footing above 144.Crude futures have clawed back nearly all the losses seen in reaction to the weekend's OPEC+ output hike.Looking ahead, highlights include EZ PMI (Final), US International Trade, Canadian Exports/Imports, NZ HLFS Unemployment Rate, EIA STEO, BoE's Breeden, Supply from Germany & US.Earnings from AMD, Supermicro, Rivian, Tempus AI, Celsius, Datadog, Constellation Energy, Fresenius Medical Care, Zalando, Continental, UniCredit, Intesa Sanpaolo & Ferrari.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Market Open: Sentiment hit after HKMA says it is diversifying into non-US assets, Bunds volatile on Merz

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later May 6, 2025 5:30


Sentiment in the equities complex hit after HKMA said it has been lowering its duration in US treasury holdings; the exchange fund has been diversifying into non-US assets; ES -0.7%, NQ -1%.Germany's CDU leader Merz fails to be elected as Chancellor, a decision which has sparked pressure in European bourses leading to underperformance in the DAX 40.USD on the backfoot, JPY leads the majors, EUR upside stalled in reaction to Merz updates.Bunds boosted on Merz, though the move has since pared, Gilts underperform.Crude and gold remain firm amid escalating geopolitics.Looking ahead, US International Trade, Canadian Exports/Imports, NZ HLFS Unemployment Rate, EIA STEO, Comments from BoE's Breeden, Supply from the US. Earnings from AMD, Supermicro, Rivian, Tempus AI, Celsius, Datadog, Constellation Energy, UniCredit, Intesa Sanpaolo & Ferrari.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Effective Altruism Forum Podcast
“E2G help available” by Will Kirkpatrick

Effective Altruism Forum Podcast

Play Episode Listen Later May 5, 2025 5:22


If you're interested in having a meaningful EA career but your experience doesn't match the types of jobs that the typical white collar, intellectual EA community leans towards, then you're just like me. I have been earning to give as a nuclear power plant operator in Southern Maryland for the past few years, and I think it's a great opportunity for other EA's who want to make a difference but don't have a PhD in philosophy or public policy. Additionally, I have personal sway with Constellation Energy's Calvert Cliffs plant, so I can influence the hiring process to help any interested applicants. Here are a few reasons that I think this is such an ideal Earn to Give career: A high income job in a low cost of living area means you will be able to donate a significant portion of your paychecks and still live comfortably. [...] --- First published: April 17th, 2025 Source: https://forum.effectivealtruism.org/posts/LeuLyJEXcjAkeB965/e2g-help-available --- Narrated by TYPE III AUDIO.

Full Court Finance
Top Nuclear Energy Stocks to Buy Before Earnings for AI-Powered Growth

Full Court Finance

Play Episode Listen Later May 2, 2025 20:06


Today's Full Court Finance at Zacks dives into two great nuclear energy stocks—BWX Technologies and Constellation Energy—to consider buying before their earnings reports for near-term upside and long-term artificial intelligence-boosted growth. (0:30) - Stock Market Update: Everything You Need To Know Right Now (4:45) - Should You Invest In Nuclear Energy With These Two Great Beaten-Down Stocks? (18:30) - Episode Roundup: Podcast@Zacks.com

Squawk on the Street
Tesla Tanks, Apple Bear Fodder, This Hour: Constellation Energy CEO 03/10/25

Squawk on the Street

Play Episode Listen Later Mar 10, 2025 43:37


Another morning of stocks under pressure – after the S&P and NASDAQ's worst week of 2025 so far. Carl Quintanilla, Leslie Picker, and Michael Santoli broke down the latest with BMO's Chief Investment Strategist: who says don't let your feelings take control here. He still expects 10% gains on the S&P this year. A key part of the weakness? Big tech names selling off. Tesla now the worst performing stock on the S&P 500 YTD, and coming off its worst weekly losing streak EVER – why Baird still calls it a buy here. Plus: a look at Elon Musk's growing empire in China – and the latest on Apple, as the company delays AI enhancements for Siri… Are fears overblown at these levels? Also in focus: the CEO of Constellation Energy, talking the future of alternative energy at CERAWEEK; Why Novo's new trial data is sending shares slumping; Bitcoin falls below $80k; and how to trade China stocks here, as the country's retaliatory tariffs on U.S. Agricultural imports begins Squawk on the Street Disclaimer

Bloomberg Talks
Constellation Energy CEO Joe Dominguez Talks Tariffs Impact on Energy

Bloomberg Talks

Play Episode Listen Later Mar 10, 2025 7:54 Transcription Available


Constellation Energy CEO Joe Dominguez discusses tariffs impact on energy and cost construction with Bloomberg's Alix Steel.See omnystudio.com/listener for privacy information.

WSJ's Take On the Week
What to Know About AI and the Nuclear Power Trade

WSJ's Take On the Week

Play Episode Listen Later Feb 23, 2025 24:49


On WSJ's Take On the Week, co-host Telis Demos talks with reporter Peter Rudegeair about this coming week's latest inflation gauge, the personal-consumption-expenditures price index, or PCE, and what's going on with the price of eggs. Then they dive into what to expect from the slew of forthcoming housing data and what that could signal about mortgage rates. They also discuss Nvidia, Vistra and Constellation Energy earnings. Later on the show, Telis and Peter are joined by Chris Hansen, founder and portfolio manager of the hedge fund Valiant Capital Management, to talk about AI-related stocks beyond the tech companies investing in AI, including Amazon, Microsoft and Meta, and chipmakers such as Nvidia. They discuss the power companies that provide the extra electricity that fuels data centers needed to support AI and how power companies may also be long-term winners in the AI race. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Further Reading and Listening To read more on energy stocks from guest co-host Peter Rudegeair, catch up on Tech-Loving Hedge Funds Have a Crush on Utility Stocks. Listen to Bold Names: Salesforce CEO Marc Benioff and the AI ‘Fantasy Land'.  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog.  Sign up for the WSJ's free Markets A.M. newsletter.  

Discover Daily by Perplexity
Google's Gemini 2.0 Now Available, First iPhone Porn App Controversy, DeepSeek Upends Energy Industry

Discover Daily by Perplexity

Play Episode Listen Later Feb 11, 2025 10:18 Transcription Available


We're experimenting and would love to hear from you!In this episode of ‘Discover Daily', we explore groundbreaking developments in AI technology and their far-reaching implications. Leading the headlines is Google's release of Gemini 2.0, introducing three powerful models - Flash, Pro, and Flash-Lite - each tailored for specific use cases and offering enhanced performance capabilities. We also delve into how the EU's Digital Markets Act is reshaping the iOS app landscape, with the controversial release of Hot Tub marking a significant shift in Apple's traditionally strict content policies.Our main story focuses on DeepSeek's revolutionary R1 AI model, which promises to transform the energy sector with its unprecedented efficiency gains. This Chinese startup's innovation has triggered a dramatic sell-off in energy stocks, with major players like Constellation Energy and Vistra experiencing substantial declines. The development challenges previous assumptions about AI's growing energy demands and could potentially reshape the future of data center infrastructure and power consumption patterns.The implications of DeepSeek's breakthrough extend beyond immediate market reactions, potentially accelerating the transition to renewable energy sources and forcing a reassessment of planned energy infrastructure expansions. With current projections suggesting AI-driven data centers could consume up to 12% of U.S. electricity demand by 2028, this efficiency breakthrough could fundamentally alter the trajectory of energy consumption in the tech sector and influence how companies approach their sustainability goals.From Perplexity's Discover Feed:https://www.perplexity.ai/page/google-s-gemini-2-0-now-availa-.jZH0lMHSSWdnsRf4nHWxwhttps://www.perplexity.ai/page/first-iphone-porn-app-controve-v6tz6uHVTfu.3v6lWPmeAwhttps://www.perplexity.ai/page/deepseek-upends-energy-industr-Ce9aHa1nSZyHcFbXWnCTrQ Perplexity is the fastest and most powerful way to search the web. Perplexity crawls the web and curates the most relevant and up-to-date sources (from academic papers to Reddit threads) to create the perfect response to any question or topic you're interested in. Take the world's knowledge with you anywhere. Available on iOS and Android Join our growing Discord community for the latest updates and exclusive content. Follow us on: Instagram Threads X (Twitter) YouTube Linkedin

Focus economia
Il cda di Mediobanca respinge l'offerta di Mps: valore distrutto e interessi contrastanti

Focus economia

Play Episode Listen Later Jan 28, 2025


Il sistema bancario italiano è in fermento. Dopo il tentativo di Unicredit di acquisire Commerzbank e Banco Bpm e quello di Banca Ifis di rilevare Illimity, ora è Monte dei Paschi di Siena a lanciare un offerta su Mediobanca. Il brutto anatroccolo vuole comprarsi la più blasonata delle banche italiane. La potenziale fusione di Mps-Mediobanca, rispetto alle altre operazioni, però, ha un carattere più strategico. Infatti, il gruppo senese è sostanzialmente una banca commerciale, mentre Mediobanca è una banca private e un investment-bank, con una ingombrante partecipazione: Assicurazioni Generali.Fatto sta che oggi si è tenuto il cda di Mediobanca e Piazzetta Cuccia ha risposto stizzita ricordando anche gli interessi incrociati dei due protagonisti dell'operazione: Caltagirone e Delfin. Il cda «rigetta» l offerta pubblica di scambio «non concordata» di Mps, ritenuta «fortemente distruttiva di valore». Lo si legge in una nota dell istituto guidato da Alberto Nagel. «L Offerta non è stata concordata ed è da ritenersi ostile e contraria agli interessi di Mediobanca». Facciamo chiarezza con Luca Davi, Il Sole 24 Ore.Deepseek, momento Sputnik cinese o caos programmato? Un'intelligenza artificiale low cost di pechino nella giornata di ieri ha fatto crollare il Nasdaq e innescato un piccolo terremoto nel settore hi tech negli USA nella giornata di ieri. 1000 miliardi bruciati in un giorno. Su8lla scia dei risultati sorprendenti dell'app Deepseek, il colosso dei microchip Nvidia ha perso oltre il 17% in Borsa. In rosso sono finiti a Wall Street Broadcom (-16%), Microsoft (-4%), Micron (-8%) e Advanced Micro Devices (-5%). Sotto pressione Constellation Energy (-12%) e Vistra (-19%), impegnati in progetti energetici per IA. Al contrario, le aziende cinesi collegate a DeepSeek, tra cui Zhejiang Orient Holdings e Zhuhai Huajin Capital, sono salite del 10%. L'app cinese potrebbe rappresentare il momento Sputnik dell'intelligenza artificiale. Questa start up cinese, nata come spin off del fondo di investimento High-Flyer, ha rilasciato un chatbot che ha messo in discussione la leadership occidentale (o meglio, americana) nel settore dell'AI, sgretolando certezze su una presunta superiorità tecnologica che ora potrebbe essere più difficile da dimostrare. Cerchiamo di capirne di più con l'intervento di Biagio Simonetta, Il Sole 24 Ore e Nicola Gatti, professore ordinario in ingegneria informatica del politecnico di Milano e direttore del centro di ateneo per la ricerca e innovazione in intelligenza artificiale.

Squawk on the Street
Hot Jobs Report Hits Stocks, Delta and Walgreens Surge, Constellation's $16.4B Power Play 1/10/25

Squawk on the Street

Play Episode Listen Later Jan 10, 2025 42:12


Carl Quintanilla, Jim Cramer and David Faber explored market reaction to the stronger-than-expected December jobs report: The results sent stocks down sharply and yields higher on concerns the Fed might not cut rates later this month. Shares of Delta and Walgreens surged on the companies' respective earnings beats. Constellation Energy agreed to acquire Calpine for $16.4 billion in cash and stock, as tech companies seek power for their AI data centers. Also in focus: Elon Musk's "best case outcome" for DOGE federal spending cuts, big media players cancel their joint sports streaming venture, California wildfires impact. Squawk on the Street Disclaimer 

Squawk on the Street
SOTS 2nd Hour: The Jobs Breakdown w/Chicago Fed President Goolsbee, Plus: Constellation Energy CEO 1/10/25

Squawk on the Street

Play Episode Listen Later Jan 10, 2025 49:07


Carl Quintanilla, Sara Eisen and David Faber broke down this morning's blowout Jobs Report with Senior Economics Reporter Steve Liesman, alongside Chicago Fed President Austan Goolsbee, who says inflation remains sticky – so investors might need to wait for more rate cuts ahead.   The team also got the latest from California – with a live read from the ground in Altadena, alongside a check-in with one of California's Fire Battalion Chiefs. Analysts out of JPMorgan now estimating the Palisades blaze could be the costliest fire in U-S history at more than $20B.   Plus: a deep dive on energy with the CEO of Constellation Energy, as those shares surge on a new deal announcement with Calpine – combining two of the country's largest power generators amid surging demand.   

TD Ameritrade Network
CEG & Nuclear Energy A.I. Needs Hinge on Supply Chain & New Plants

TD Ameritrade Network

Play Episode Listen Later Jan 6, 2025 6:05


Anthony Crowdell of Mizuho set a neutral rating for Constellation Energy (CEG) as companies like Microsoft (MSFT) turn to nuclear power for A.I.'s electrical demand. He argues a lack of plans for new nuclear plants make it difficult to see a sustainable future for the alternative energy. CFRA's Daniel Rich has a buy rating at his firm, believing Constellation Energy and Microsoft's deal can open other doors for alternative power in A.I. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Bigger Than Us
#257 Peter Kelly-Detwiler, reviews 2024 and looks to 2025

Bigger Than Us

Play Episode Listen Later Dec 17, 2024 43:28


Peter Kelly-Detwiler has 30 years of experience in the electric energy arena. He writes for Forbes.com and other publications on topics related to disruptive innovation and its impact on the electricity infrastructure. He provides strategic advice to clients and investors, helping them to navigate this transitional period. Peter is also the author of The Energy Switch - a book about how companies and customers are transforming the electrical grid and the future of power. Mr. Kelly-Detwiler has spent much of his career in various areas of competitive power markets. As Senior Vice President at Constellation Energy, he oversaw creation of VirtuWatt – a market leading platform to facilitate real-time awareness of electricity pricing and consumption and bidding of assets into competitive markets. He is currently writing a book on the transformation of electric power markets, to be published by Prometheus Books in the Spring of 2021. ⁠⁠https://www.peterkellydetwiler.com/⁠⁠ ⁠⁠https://nexuspmg.com/⁠

Post Reports
The deal reopening Three Mile Island to power AI

Post Reports

Play Episode Listen Later Oct 15, 2024 25:25


The Three Mile Island nuclear power plant, site of the worst nuclear accident in U.S. history, could reopen in 2028. The plant's owner, Constellation Energy, signed a deal with Microsoft that would allocate 100% of the plant's power output to the tech company. Constellation is seeking a $1.6 billion federal loan guarantee to get the plant up and running. Microsoft hopes the power generated by the facility will help fuel the increasing energy needs of AI. It's estimated that by 2030, 17% of the U.S. energy output could be going to data centers used by tech companies to power AI. On today's “Post Reports,” host Martine Powers speaks with reporter Evan Halper about how AI is reshaping the energy landscape in the U.S., and about the potential benefits and dangers of reopening Three Mile Island. One other story mentioned in today's episode: see how climate change could be affecting the price of your home. Today's show was produced by Peter Bresnan, with help from Emma Talkoff. It was mixed by Sean Carter and edited by Ariel Plotnick, with help from Reena Flores. Thanks to Christopher Rowland.Subscribe to The Washington Post here.

The Journal.
Why Microsoft Wants Three Mile Island's Nuclear Power

The Journal.

Play Episode Listen Later Oct 4, 2024 21:50


Last month, Microsoft and Constellation Energy announced a deal to restart Pennsylvania's Three Mile Island, the site of the country's worst nuclear power accident. WSJ's Jennifer Hiller reports that the goal is to power the tech giant's growing artificial intelligence ambitions. Further Listening: - Artificial: The OpenAI Story  - Microsoft CEO Satya Nadella's Big Bet on AI  Further Reading: - Three Mile Island's Nuclear Plant to Reopen, Help Power Microsoft's AI Centers  Learn more about your ad choices. Visit megaphone.fm/adchoices

Ralph Nader Radio Hour
Boobytraps, Bombs & Blowback

Ralph Nader Radio Hour

Play Episode Listen Later Sep 28, 2024 71:42


Ralph welcomes Middle East expert and executive VP of the Quincy Institute for Responsible Statecraft, Trita Parsi, to fill us in on the consequences of Israel boobytrapping pagers and walkie-talkies in Lebanon and how those tactics have the potential to blow back on us in the United States. Then we welcome back surgeon and humanitarian, Dr. Feroze Sidhwa, who has worked in Gaza during the Israeli assault, to update us on his efforts to get the Biden Administration to convince Israel to stop the killing. Trita Parsi is the executive vice president of the Quincy Institute for Responsible Statecraft, and the co-founder and former President of the National Iranian American Council. He is an expert on US-Iranian relations, Iranian foreign policy, and the geopolitics of the Middle East, and has worked for the Swedish Permanent Mission to the UN, where he served in the Security Council, handling the affairs of Afghanistan, Iraq, Tajikistan, and Western Sahara, and in the General Assembly's Third Committee, addressing human rights in Iran, Afghanistan, Myanmar, and Iraq. He has authored three books on US foreign policy in the Middle East, with a particular focus on Iran and Israel— Treacherous Alliance: The Secret Dealings of Iran, Israel and the United States, A Single Roll of the Dice – Obama's Diplomacy with Iran, and Losing an Enemy: Obama, Iran and the Triumph of Diplomacy.We're in a very sad situation in which we have a president who has been sitting on the front lines of American foreign policy for one-fifth of America's history, who thinks that he knows everything best, and clearly doesn't seem to be listening to anyone. And there's plenty of discontent inside the Biden administration itself—and people appear to have just given up and are waiting for the elections—but there's no clear signs yet that there won't necessarily be much of a change even after that.Trita ParsiLet's first remember that if any other entity had done this to Israel—or to us—we would not have hesitated for a second. We would have called it an act of terrorism, and we would have called it an act of war.Trita ParsiDr. Feroze Sidhwa is a trauma and critical care surgeon as well as a Northern California Veterans Affairs general surgeon, and he is Associate Professor of Surgery at the California Northstate University College of Medicine. Dr. Sidhwa served at the European Hospital in Khan Younis in March and April of this year, and he has done prior humanitarian work in Haiti, the West Bank, Ukraine, and Zimbabwe. Dr. Sidhwa and 45 other American doctors and nurses who have served in Gaza recently sent a letter exhorting President Biden, VP Harris, and First Lady Dr. Jill Biden to effect an immediate ceasefire.It's hard to appreciate, but really literally everything in Gaza that makes a place a society has been destroyed. I think of it in three levels— at the very base is agriculture, food production, and housing, at the level above that is healthcare, and at the level above that is things that are for a higher level of society, education, arts, industry, whatever. That top level is gone. Literally every university in Gaza has been obliterated, physically destroyed…The hospital system is almost completely useless right now…the functionality of the hospitals is very little more than a four walled space in which people can walk into and ask for a doctor to put bandages on them. And then even the lowest level…something like 85 or 90 % of the water sanitation and hygiene infrastructure in Gaza has been destroyed.Dr. Feroze SidhwaThis is just outrageous. I mean, why are we doing this even to ourselves? Is it worth corrupting the entire executive department of the United States so that we can murder more children? Is that what Americans want? I don't think so.Dr. Feroze SidhwaLet's talk about Lebanon itself, not just Hezbollah. This is war on Lebanon—that has a dysfunctional government, to be sure— but it is a state that the U.S. is allied with in a way, supplying modest weapons to the Lebanese army, and France has had long relations with Lebanon going back to the mandate period. In the U.S., this is a whole new constituency where they're losing relatives and friends.Ralph NaderMore links to the letter sent by Dr. Sidhwa and his colleagues:To Prime Minister Justin Trudeau in CanadaTo Prime Minister Keir Starmer in the UKHow to email the PresidentHow to call the PresidentWrite or Call the White HouseIn Case You Didn't Hear with Francesco DeSantisNews 9/25/241. On September 11th, Senator Patty Murray and Progressive Caucus Chair Pramila Jayapal sent a letter to the Biden administration demanding “an immediate, transparent, credible, and thorough independent U.S. investigation…into the killing of [Ayşenur] Eygi,” the American citizen murdered by Israeli forces during a protest in the West Bank. Senator Murray and Representative Jayapal both represent Washington state, where Ms. Eygi attended university. In this letter, Murray and Jayapal also list the numerous American citizens killed by Israeli soldiers even before the current explosion of tensions in the region, ranging from Rachel Corrie in 2003 to Shireen Abu Akleh in 2022. Senator Bernie Sanders echoed this call in his own statement on September 13th. Despite this pressure, the administration has not launched an investigation. The government of Turkey however – where Ms. Eygi was born, though she moved the United States when she was less than a year old – will pursue charges against Israel in the International Criminal Court and International Court of Justice, Reuters reports.2. The Intercept reports that the Uncommitted Movement will not endorse Vice President Kamala Harris' presidential campaign. In their official statement, the Movement leaders write “Vice President Harris's unwillingness to shift on unconditional weapons policy or to even make a clear campaign statement in support of upholding existing U.S. and international human rights law has made it impossible for us to endorse her.” Harris proved unwilling to even meet with the Uncommitted leaders. This cold shoulder could have disastrous consequences, particularly in Michigan where Uncommitted garnered over 100,000 votes in the Democratic primaries.3. Boeing is again in crisis. On September 20th, the New York Post reported that the chief of the company's space unit, Ted Colbert, had been ousted after Boeing's Starliner capsule left astronauts Suni Williams and Butch Wilmore stranded on the International Space Station. This comes amid a massive strike by Boeing machinists, 96% of whom voted in favor of the strike per Ryan Simms of KOMO News. The New York Post adds that Boeing's shares have lost over 40% of their value so far this year.4. In more union related news, on September 18th, the Congressional Workers Union announced that “staff in the Office of Congressman Mark Pocan and Congresswoman Val Hoyle secured the first-ever Memorandums of Understanding…between congressional staff and their members.” These MOUs include salary increases, back pay, and immediate cost-of-living adjustments. The union will continue to press for the first ever Congressional office collective bargaining agreement.5. On September 12th, the Consumer Financial Protection Bureau “filed a proposed order against student loan servicer Navient for its years of failures and lawbreaking.” If approved by the court, this order would permanently “remove Navient from a market where it, among other illegal actions, steered numerous student loan borrowers into costly repayment options…illegally deprived student borrowers of opportunities to enroll in more affordable income-driven repayment plans and forced them to pay much more than they should have.” Additionally, Navient would be forced to pay out $100 million to harmed borrowers, on top of a $20 million penalty. CFPB Director Rohit Chopra is quoted saying “For years, Navient's top executives profited handsomely by exploiting students and taxpayers…By banning the notorious student loan giant from federal student loan servicing and ensuring the winddown of these operations, the CFPB will finally put an end to the years of abuse.” Navient, formerly Sallie Mae, is described as “a repeat offender with a long history of regulatory violations,” and when the CFPB first took legal action against the company in 2017, it was the largest student loan servicer in the country.6. More Perfect Union's Jordan Zakarin reports the National Labor Relations Board has ruled that Starbucks illegally closed all three of its Ithaca, New York locations and that the NLRB “ordered that those stores be re-opened, with the unionized staff re-hired and given 16 months of backpay.” Yet, Zakarin notes that because this was decided by an administrative law judge, Starbucks can and more than likely will appeal this decision. This case starkly exemplifies why the capitalist class feels so threatened by the newly reinvigorated NLRB.7. A deeply disturbing story sheds light on sexual assault by CIA officers in postings around the world. The AP reports Brian Jeffrey Raymond, a longtime CIA agent, was sentenced to 30 years in federal prison for drugging, photographing, and sexually assaulting more than two dozen women in postings around the globe. Yet Raymond's case is just the tip of the iceberg. “[A]nother veteran CIA officer faces…charges in Virginia for allegedly reaching up a co-worker's skirt and forcibly kissing her during a drunken party in the office…Still another former CIA employee…is scheduled to face a jury trial next month on charges he assaulted a woman…at the agency's Langley, Virginia, headquarters. That case emboldened some two dozen women to come forward to authorities and Congress with accounts of their own of sexual assaults, unwanted touching and what they contend are the CIA's efforts to silence them.” Tellingly, even Raymond's own attorneys contended that his “quasi-military” work at the CIA in the years following 9/11 contributed to his “emotional callousness [and] objectification of other people,” that led to his preying upon women. It is well worth remembering that, once set in motion, dehumanization is not easily stopped.8. Amid an expansive corruption probe in New York City, Gothamist reports just how much the NYPD is receiving in overtime pay in the subway; whereas last year, this slice of overtime pay totaled $4 million in taxpayer money, this year it has ballooned to $155 million, a nearly 4,000% increase. Meanwhile the Mayor continues to slash budgets for essential city services, such as libraries.9. Rolling Stone reports the Crypto lobby is spending gargantuan sums of money to take out Ohio Democratic Senator Sherrod Brown – reportedly $32 million by the end of September, or $800,000 per day. Aware that their cause is unpopular, they are not running pro-Crypto ads, but instead spots that say his opponent will stop “illegal immigrants from taking Ohio's tax dollars.” As Luke Goldstein of the American Prospect puts it “Dems are getting played like a fiddle by crypto; Schumer caved to their demands to stop the bleeding and then crypto PACs said thanks we're still dropping $32 mil in OH to knock out your senate majority.”10. Finally, in a story featuring a dizzying array of the worst things imaginable, Bloomberg reports “The owner of the shuttered Three Mile Island nuclear plant in Pennsylvania will invest $1.6 billion to revive it, agreeing to sell all the output to Microsoft…as the tech titan seeks…electricity for data centers to power [AI].” This story notes that “one of the site's two units permanently closed almost a half-century ago after the worst…nuclear accident” in American history, but Constellation Energy is “planning to reopen the other reactor, which shut in 2019 because it couldn't compete economically.” In other words, Microsoft is dumping money into a defunct nuclear power plant that has proven to be unsafe for the sole purpose of powering AI that has no proven benefits. Corporate greed caused a catastrophe at Three Mile Island before. Corporate hubris could easily cause another.This has been Francesco DeSantis, with In Case You Haven't Heard. 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