Podcasts about Corning

This week on Catalyst, Tammy is joined by Tucker Burhans, Data Engineering Supervisor at Corning and a finalist for the Next Generation Leadership Award at the Manufacturing Leadership Council Awards Gala. Tucker traces his journey from competitive swimming and pre-med to data engineering, with a love of problem-solving serving as a common thread throughout. He shares his leadership philosophy in an era of rapid technological change and AI: success means championing others and helping them succeed. Having entered the workforce just as AI was beginning to take hold, Tucker offers a unique perspective on both the challenges and opportunities it presents. He discusses the importance of critical thinking and domain expertise when implementing AI, as well as the need to balance new technologies with human judgment. Tucker also shares his personal AI story and how he's using it to support his newfound passion for gardening. Please note that the views expressed may not necessarily be those of NTT DATALinks: Tucker Burhans Corning Learn more about Launch by NTT DATASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We start with an update on the international struggle for Palestine with another major dockworker strike aiming to cripple arms imports to Israel. Our headlines continue with Codelco, the Australian Fair Work Commission, the New Brunswick Building Trades, Domino's, Ikea, Amazon, Open Kitchens, Breakthru Beverages, Corning, and the Oregon State University Women's Basketball Team. Amazon drivers are closer than ever to forcing the company to employ them directly in New York City, while the company makes idle threats. Swedish workers announced the end and loss of their strike against Tesla this week, we survey the lessons from the loss. Finally, new reporting reveals the widespread dragnet launched by the Trump Regime to spy on unions and social organizations in the wake of ICE murders in Minneapolis.   Join the discord: discord.gg/tDvmNzX  Follow the pod at instagram.com/workstoppage, @WorkStoppagePod on Twitter,  John @facebookvillain, and Lina @solidaritybee

Demonstrating at the 2026 Glass Art Society conference at the Studio of the Corning Museum of Glass, Corning, New York, 24-year-old Jack Spitzer impressed the standing-room-only crowd as he created a vessel form from his Stochastic Series. The young glassblowing phenom was met with enthusiastic applause as he carried out a technical move known as "The Laydown." Born in July of 2025, Spitzer's Stochastic Series started as opaque vessels and transformed into the current transparent cane vessels. The newer work debuted at Sandra Ainsley Gallery last week. These new vessels explore color, form, pattern, and gesture. Each piece pulses with energy, balancing technical precision with spontaneity. Says Spitzer: "The Stochastic vessels are all about the pattern. The pattern is unique in the way that I do it. I've never seen this pattern made in glass before. The canes are created in the hotshop and then manipulated into the squiggle shapes. They are then picked back up in the hotshop in a very compressed format. Very traditional venetian cane techniques— with an innovative twist…… or you could say squiggle."  With work formed around a strong grasp of the fundamentals of glassblowing, Spitzer enjoys exploring and creating contemporary themes using traditional techniques. He likes to use basic shapes and skills to express the craftsmanship of the bubble in work that is constantly changing and growing.  Born in Tacoma, Washington, Spitzer is a product of the Pacific Northwest glass scene. His early exposure to the medium, influenced by his grandmother's involvement with the Museum of Glass, led him to begin blowing glass at age 12. He spent his middle school and high school years at the Hilltop Artists program, a youth development arts nonprofit in Tacoma operating deeply impactful programs since 1994 with broad community support and a track record of success.Hilltop Artists uses glass art to connect young people from diverse cultural and economic backgrounds to better futures. Spitzer, who sets the standard for the younger generation of glass makers, has been apprenticing for Dante Marioni and working on Dale Chihuly's glassblowing team for the last three years. His early connection to the material and its history has shaped his own practice rooted in tradition, yet driven by innovation. Spitzer is represented by Sandra Ainsley Gallery in Toronto and Tom Hawk Gallery in Columbus, Ohio. In September 2026, he will demonstrate at the 11th International Glass Festival held in Odunpazarı, Eskişehir, Turkey. In 2027, he'll return as a gaffer to Pilchuck Glass School, Stanwood, Washington.    

Episode OverviewOn this episode of The Butcher Shop fly fishing podcast, host Marvin Cash sits down with Kirk Klingensmith, a retired Corning engineer and lifelong angler, for a physics-driven breakdown of why streamers move the way they do. Klingensmith, who wrote the "physics of fly motion" chapter for Blane Chocklett's Game Changer book, brings a scientist's eye to the vise, translating drag, momentum and weight placement into practical tying and fishing decisions. In Part One of this two-part conversation, he and Cash work through jig flies and wrecking or kicking flies, saving swim flies for a follow-up episode.The jig fly discussion centers on the Clouser Minnow, where lead-eye placement and hook angle (90-degree versus 60-degree versus 15-degree jig hooks) determine whether a fly dips gently or nose-dives on the pause, and on how bucktail's stiffness contrasts with the collapsing action of flash-bodied flies like the Kreelex. From there the two turn to wrecking and kicking flies such as Blane Chocklett's T-Bone, unpacking how momentum in the tail and drag in the head combine to create the sideways "kick" that triggers strikes from muskies, smallmouth and brown trout alike. Throughout, Klingensmith returns to a central theme: the fly is only one part of a system that includes leader construction, tippet stiffness, fly line selection and retrieve style, all of which anglers can manipulate to fine-tune a streamer's behavior on the retrieve and on the pause.Key TakeawaysHow lead-eye placement on a Clouser Minnow determines whether the fly dips gently or nose-dives on the pauseWhy bucktail and flash materials like Kreinik Flash create fundamentally different drop behaviors when a jig fly stallsWhen to switch to a full-length tippet leader, as used in Alaska salmon fishing and Euro-nymphing, to amplify a jig fly's drop and sink rateHow momentum in a fly's tail combines with drag in the head to produce the sideways kick that triggers musky, smallmouth and brown trout strikesWhy reverse-tied bucktail heads, as used on the T-Bone, stall and flare on the pause to exaggerate a wrecking fly's actionHow retrieve style, fly line choice and tippet stiffness work together as a system to control a streamer's action, not just the fly itselfTechniques & Gear CoveredKlingensmith walks through how lead-eye placement on a Clouser Minnow governs its jigging action and contrasts bucktail's stiffer, slower-collapsing profile with the accelerated drop of flash-bodied flies like the Kreelex, tied with Kreinik Flash. He details how 90-degree, 60-degree and 15-degree jig hooks change the abruptness of the transition between retrieve and pause, and how a full-tippet leader system, borrowed from Alaska salmon fishing and Euro-nymphing with jig streamers, sinks a fly faster and amplifies its drop. On wrecking and kicking flies, he breaks down the reverse-tied bucktail construction behind Blane Chocklett's T-Bone, explaining how a dense, high-drag head stalls on the pause while a lower-drag tail continues forward and kicks sideways, and how material choices such as deer hair, wool, synthetics and foam heads change how a fly suspends or sinks at rest. He also touches on line selection, using sink-tip or full-sinking lines to present a kicking fly low in the water column, and loop knots as the standard connection for preserving that action.Locations & SpeciesKlingensmith fishes primarily for smallmouth bass on the Chemung River, a Susquehanna tributary in the Finger Lakes region of New York, running a drift boat and carrying both floating and sinking lines to cover different parts of the water column. The bite triggers discussed apply broadly across predatory species, with specific mentions of musky, brown trout and smallmouth reacting to kicking and wrecking fly action, and striped bass responding to jigging presentations on pressured saltwater flats.FAQ / Key Questions AnsweredWhat determines whether a jig fly dips or nose-dives on the pause?Weight placement and hook geometry are the primary factors. Moving the lead eyes farther from the hook eye on a Clouser Minnow produces a flatter drop, while placing weight closer to the eye causes a more pronounced nose-dive; steeper jig hook angles (90 degrees versus 60 or 15 degrees) create a more abrupt transition between the retrieve and the pause.Why do bucktail and flash-bodied jig flies behave differently when they stall?Bucktail is a stiffer material that resists collapsing, so a fly like the Clouser Minnow dips rather than dives when it stops. Flash materials, like limp Kreinik Flash, offer far less resistance, and flies like the Kreelex fall more like a flimsy parachute, making them sink faster but with less controlled action.How does reverse-tied bucktail create the kicking action in flies like the T-Bone?Reverse-tying builds a dense, drag-heavy head that stalls abruptly on the pause while the tail, carrying more momentum and less drag, continues moving forward and swings sideways, similar to a tractor trailer truck jackknifing when the cab brakes. Tuning the length and diameter of the front section, along with the materials used, controls how sharply that kick occurs.When should anglers switch to a full-tippet leader for jig flies?A leader made entirely of tippet material, as used in Alaska for salmon and increasingly in Euro-nymphing with jig streamers, reduces resistance in the system so the fly sinks faster and produces a stronger, more pronounced jigging pull on the pause. This is especially useful when maximum depth and drop are the goal.Why do predatory fish sometimes strike a fly that doesn't resemble food at all?Klingensmith points out that fish lack hands, so investigating an unfamiliar object or eliminating a struggling intruder from their territory can trigger a strike independent of whether the fly looks edible. Klingensmith sums up the goal as tying a fly that wins an award for looking helpless, hurt and vulnerable rather than one that looks like a healthy baitfish.SponsorsThanks to TroutRoutes for sponsoring this episode. Use ARTFLY20 to get 20% off of your TroutRoutes Pro membership.Related ContentS1, Ep 2: The T-Bone: A Deep Dive with Blane Chocklett - The Butcher ShopS2, Ep 2: A Deep Dive into the Swingin' D: Techniques and Tips with Mike Schultz - The Butcher ShopS6, Ep 124: Fly Tying with Chase SmithBONUS: Mastering the Beast: A Deep Dive into Bob Popovics' Legendary Fly with Captain Ben WhalleyBONUS: Castability Unleashed: Mark Sedotti's Journey with the Sedotti SlammerConnect with Our GuestFollow Kirk on Facebook and Instagram.Follow the ShowFollow The Articulate Fly on Facebook, Instagram, Threads and YouTube.Follow our Substack newsletter for episode updates, tips and resources.Support the ShowShop through our Amazon link to support the podcast.Join our Patreon community to support the show.If you are in the industry and need help getting unstuck, learn more about our consulting options.Subscribe & Advertise

Cramer says this stock is sticking to its long term plan. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of The Canadian Investor Podcast, we break down Alphabet’s latest earnings and why investors are questioning the massive AI capex spending despite strong growth in Google Cloud. We also look at Celestica’s monster quarter, SK Hynix’s booming demand from AI memory, and Corning’s sharp selloff despite strong growth in its optical communications segment. From there, we discuss CN Rail and TFI International, two transportation names showing signs of improvement, before wrapping up with Coca-Cola and why it appears to be holding up better than Pepsi in a tougher consumer environment. Tickers discussed: GOOG, GOOGL, CLS.TO, SKM, CNR.TO, CP.TO, GLW, TFII.TO, KO, PEP, NVDA, AMD, AVGO, MU, META Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Randi and Sara spend some time talking about Meals on Wheels of Chemung County, an organization that is near and dear to their hearts - like so many nonprofits throughout the region. And be sure to listen til the end because once they start spilling the nonprofit tea, they also share all the collaborations and "side hustles" happening in our region. 

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über die anhaltende Chip-Krise, eine prickelnde Überraschung von Coca-Cola und Hammer-Zahlen von Seagate. Außerdem geht es um Corning, Amkor Technology, Carrier Global, Hubbell, Micron Technology, Arm Holdings, Marvell Technology, Meta Platforms, Nvidia, Goldman Sachs, Bloom Energy, Coca-Cola, Visa, Mondelez International, AIXTRON, SMA Solar Technology, Siltronic, Infineon, SAP, Nemetschek, TeamViewer, Bechtle, Mercedes-Benz, Daimler Truck, RWE, Ford, SK Hynix, Microsoft, Lam Research, Applied Materials, Nikon, Canon, Lasertec, IMAX, iShares Core MSCI World ETF (WKN: A0RPWH), Xtrackers S&P 500 Equal Weight ETF 1C (WKN: A1106A). Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket für den „Alles Auf Aktien Summit“ – aber nur unter folgendem 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 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

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videos KI-Aktien unter Druck, Corning besonders. Mercedes kürzt Prognose, Aktie steigt. Boeing liefert mehr Jets. PayPal offen für Übernahme. Visa entlässt. Gucci erholt sich. NVIDIA least Rechenzentrum. ABB (WKN: 919730) verkauft Robotik an SoftBank und kauft dafür Ventilspezialist Rotork. Rekordzahlen dank Rechenzentren. Aber das kostet: KGV bei 26, Aktie 50% im Plus auf Jahressicht. Coca-Cola (WKN: 850663) schlägt Konkurrenz. 5% organisches Wachstum, Coke Zero legt 16% zu. Dazu hilft die WM. Die hilft auch bei Unilever (WKN: A0JNE2). Dort feiert man 6% Volumenwachstum, das höchste seit 2010. Und die FIFA will sich teilweise verkaufen. Diesen Podcast vom 29.07.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Cramer says this materials stock is too volatile to buy back.Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Was, wenn die wichtigste Frage nach einem Börsenhalbjahr nicht lautet "Welche Aktie lief am besten?", sondern "Welche Entscheidungen waren richtig?" Genau darum geht es in unserem vierten gemeinsamen Summer Special mit Finanzjournalist Clemens Faustenhammer: kein Ranking aus Gewinnern und Verlierern, sondern Prozess statt Prognose. Ich erzähle, warum ich trotz erwarteter Korrektur mein Depot konsequent umgebaut habe, wieso mein ETF-Portfolio mit rund 16,5 % im Plus die größte Überraschung des Halbjahres war und welche Rolle UnitedHealth, CVS Health und Fastenal dabei gespielt haben.Clemens teilt seine eigene Sicht auf ein Halbjahr voller Überraschungen, wir sprechen über Zinseszins und Haltestrategien, den Wandel vom klassischen Finanzblog zu Substack und darüber, wie Profi-Investoren wie Terry Smith ihre Strategie anpassen. ⏱️ KAPITEL0:00 Begrüßung und Einleitung zum Summer Special3:15 IBM & die Marktkorrektur im Juli 20266:45 Depotqualität statt Markttiming10:20 Zinseszins-Strategie: Clemens über Haltedauer14:50 (Teil-)Verkauf von AT&T und Stanley Black & Decker19:30 KI als Werkzeug für die Aktienanalyse24:10 Finanzblogs vs. Substack: Wandel im Finanzjournalismus29:00 Terry Smith & der Strategiewechsel bei Profi-Investoren34:15 SaaS-Aktien im KI-Hype: Zukunftsaussichten39:00 Abspaltungen und M&A: Aktuelle Trends43:45 Einzelaktien vs. Themen-ETFs im Performance-Check48:30 Südkorea-Volatilität und Samsung-Spekulationen53:20 Zoetis: Fehleranalyse einer schwierigen Position58:00 US-Konsumschwäche: Tractor Supply im Fokus1:02:45 Erfolge mit Corning, Broadcom, Cisco und Fastenal1:06:50 Ausblick: Unser Fokus fürs zweite Halbjahr 20261:09:30 Fazit: Zufriedenheit statt Markt schlagen1:11:12 Outro

Market update for Tuesday July 28, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:The global chip selloff, Apple passing Nvidia in market value, and the market rotation beneath the surfaceChina's rapid AI progress, from Kimi K3 and CXMT to homegrown chipmaking equipmentCoca-Cola's World Cup-fueled earnings boost and Corning's painful post-earnings selloffHow Google's AI Overviews are reshaping search

Die Wall Street startet uneinheitlich. Während der Dow Jones von starken Quartalszahlen klassischer Industrie- und Konsumunternehmen profitiert, geraten Technologie- und insbesondere Halbleiterwerte erneut unter Druck. Auslöser sind die anhaltenden Sorgen über die enormen KI-Investitionen, steigende Verschuldung zur Finanzierung neuer Rechenzentren und den zunehmenden Wettbewerb aus China. Der Ausverkauf im Halbleitersektor setzt sich in Asien mit zweistelligen Verlusten bei Samsung und SK Hynix fort, nachdem Berichte über Fortschritte Chinas bei DUV-Lithografiesystemen und günstigeren Speicherchips die Sorgen um den technologischen Vorsprung westlicher Hersteller verstärken. Gleichzeitig wächst die Skepsis, ob die milliardenschweren Investitionen in KI langfristig wirtschaftlich tragfähig sind: Laut Financial Times steigen die Risikoaufschläge für Technologiekredite, während die KI-Branche allein bis Anfang Juli Anleihen im Volumen von rund 270 Milliarden US-Dollar begeben hat. Im Fokus stehen heute zudem die Berichtssaison und die morgige Fed-Entscheidung. Vor Börsenbeginn überzeugten unter anderem PayPal, Coca-Cola, UPS und Sherwin-Williams mit starken Zahlen und angehobenen Prognosen, während nach Börsenschluss unter anderem Visa, KLA, NXP Semiconductors und Seagate berichten. Analystenseitig belastet vor allem die Abstufung von Intuit durch TD Cowen wegen wachsender KI-Risiken, während Honeywell nach starken Zahlen von Bank of America hochgestuft wurde. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► 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 * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/WallStreet_Juni * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Sometimes a Pagan community begins with a formal plan, a sacred vision, and a carefully chosen meeting place. Other times, it begins with someone posting on Reddit and asking, “Hey, are there any Pagans around here?”In this episode, Laylla and Chelle sit down with Shannon Bronico Hodges, whose search for local Pagan community in Corning, New York helped spark the creation of Crystal City Circle. Laylla answered the post, the two connected, and before long they were figuring out how to turn a handful of interested strangers into a real, growing community.They talk about those early conversations, meeting new people from the internet, the excitement of realizing you are not the only witch in town, and the lessons they have learned while building Crystal City Circle from the ground up. From finding meeting spaces and welcoming new members to sharing responsibilities, handling growing pains, and creating a group that feels inclusive and sustainable.Shannon also shares advice for anyone who feels isolated in their practice or keeps wishing someone else would start a local group. Sometimes the first step is not having all the answers. Sometimes it is simply raising your hand, putting out the call, and seeing who answers.Got a question? Send the witches a message here!Support the showWant to send us a letter? Witchy things to review?Our mailing address is:Back on the BroomstickPO Box 21Tioga, PA 16946Email: backonthebroomstick@gmail.comYoutube FacebookInstagramBack on the Broomstick Website

Analysts warn bilateral relationship remains subject to structural challenges分析师警示：双边关系仍面临结构性难题Renewed momentum in China-United States economic ties has helped boost confidence in the global economy while supporting steadier and more resilient bilateral trade in the months ahead, said market watchers and business leaders.市场观察人士与商界领袖表示，中美经贸关系重拾增长动能，不仅提振全球经济信心，也将推动未来数月双边贸易朝着更平稳、更具韧性的方向发展。The upbeat remarks came after official General Administration of Customs figures showed a sharp turnaround in bilateral trade in goods. After slumping 18.7 percent year-on-year in the first quarter, China-US goods trade rebounded to post a 13.7 percent year-on-year gain in the second quarter.此番乐观判断源于中国海关总署官方数据显示，中美货物贸易额出现大幅反转。一季度中美货物贸易同比下滑18.7%，二季度强势反弹，同比增长13.7%。This trade recovery aligns with fresh bilateral moves to stabilize economic relations. The Ministry of Commerce confirmed that during the latest round of China-US economic and trade consultations held in May, the two sides reached an agreement to negotiate a reciprocal tariff cut framework via a newly established trade council. The deal would cover goods valued at $30 billion or more from each country.此次贸易回暖，与中美双方近期为稳定经贸关系推出的一系列新举措相呼应。商务部证实，5月新一轮中美经贸磋商期间，两国达成共识，将依托新设立的贸易委员会磋商互惠降税框架，双方各有价值300亿美元及以上商品纳入该框架。Although neither side has released a final product list, trade analysts expect the tariff cuts to cover textiles, footwear, consumer goods, electronic components, industrial machinery parts, chemicals, plastics and agricultural products, while excluding sectors such as advanced semiconductors and strategic resources.尽管双方尚未公布最终商品清单，但贸易分析师预测，本次降税范围将涵盖纺织、鞋履、消费品、电子元器件、工业机械零部件、化工品、塑料制品与农产品，先进半导体、战略资源等领域不在降税范围内。Diao Daming, a professor of international relations at the Beijing-based Renmin University of China, said recent progress in the China-US economic and trade talks has helped bolster business confidence across the world and is creating conditions for more predictable trade and investment.中国人民大学国际关系教授刁大明表示，近期中美经贸谈判取得的进展提振了全球企业信心，为贸易和投资营造出更稳定可预期的环境。Yu Xinding, a professor of international trade at the University of International Business and Economics in Beijing, said that once implemented, the new tariff framework will support further growth in China-US trade while setting a positive example for resolving trade disputes through dialogue.对外经济贸易大学国际贸易教授余心玎称，这套全新关税框架落地后，将进一步拉动中美贸易增长，同时为各国通过对话化解贸易争端树立正面范本。"Faced with multifaceted costs triggered by tariffs, this move offers a practical solution to help reverse trade distortions created by previous tariffs," said Yu. "The initiative goes far beyond lowering tariffs on selected goods. Equal consultations will improve market access, ease corporate burdens and restore bilateral trade to market-oriented, mutually beneficial dynamics."余心玎表示：“关税带来多重成本压力，此次举措提供了切实可行的方案，能够扭转过往关税造成的贸易扭曲。该举措的意义远不止下调部分商品关税，平等磋商将拓宽市场准入、减轻企业负担，让双边贸易回归市场化、互利共赢的状态。”Though modest relative to overall China-US trade, the planned tariff relief targets products with clear market demand and practical benefits, delivering early, verifiable results that can strengthen confidence in two-way economic ties, she added.她补充道，尽管本次降税规模相较于中美整体贸易体量不算庞大，但降税商品均为市场需求旺盛、具备实际利好的品类，能够快速落地可见成效，巩固双方对经贸往来的信心。While the recent rebound in bilateral trade points to improving momentum, analysts cautioned that the relationship remains subject to structural challenges and external uncertainties, despite the progress made through dialogue.尽管近期双边贸易回暖释放向好信号，但分析师提醒，即便对话取得一定进展，中美关系仍存在结构性难题与外部不确定性。Ma Xue, a researcher at the Institute of American Studies at the China Institutes of Contemporary International Relations, said that strategic competition between China and the US in high-tech sectors will continue to intensify, while tighter controls on semiconductors, artificial intelligence and critical minerals, alongside geopolitical tensions, could weigh on the bilateral trade climate.中国现代国际关系研究院美国研究所研究员马雪表示，中美在高科技领域的战略竞争或将持续加剧，半导体、人工智能、关键矿产领域管控趋严，叠加地缘政治紧张局势，都可能对双边贸易环境造成负面影响。"Overall, institutionalized consultations and differentiated management of disputes could help offset short-term political disruptions," Ma said. "Although disagreements and periodic bargaining will persist, structured cooperation, accompanied by occasional friction in specific sectors, is likely to become the new normal in bilateral economic ties."马雪称：“总体而言，制度化磋商、差异化处理分歧能够对冲短期政治层面带来的冲击。双方分歧与阶段性博弈仍会存在，但常态化合作、局部领域偶有摩擦或将成为中美经贸关系的新常态。”Data from the General Administration of Customs also showed that China-US goods trade reached 2 trillion yuan ($295 billion) in the first half of the year, accounting for 7.9 percent of China's total foreign trade.海关总署数据显示，今年上半年中美货物贸易总额达2万亿元人民币（折合2950亿美元），占中国外贸总额的7.9%。James Zimmerman, chairman of the American Chamber of Commerce in China, said he hopes this year will be a productive one for China-US relations, noting that current China-US trade policy is increasingly characterized by a "managed trade" approach centered on reciprocity.中国美国商会主席吉莫曼表示，他期待今年成为中美关系富有成效的一年，并指出当下中美贸易政策愈发呈现以互惠为核心的“管控型贸易”特征。Saying that engagement is in the best interest of the US, Zimmerman reiterated that China brings real value to US consumers and benefits Washington's long-term economic interests.吉莫曼表示，对华接触符合美国的核心利益，他重申中国能为美国消费者创造实际价值，契合美国长远经济利益。Similar views were expressed by Jim Sutter, CEO of the US Soybean Export Council. "The recent announcement on tariff reductions is a positive signal. We hope the commitments made during the talks will soon be translated into concrete policy measures," he said.美国大豆出口协会首席执行官吉姆·萨特也持相同观点。他表示：“此次降税相关公告释放积极信号，我们希望磋商达成的共识能够尽快转化为落地政策。”Such optimism also resonates with US industrial companies stepping up long-term investment and innovation in China.不少加大在华长期投资与创新布局的美国工业企业，也同样抱有这份乐观态度。Lin Chunmei, president and general manager of Corning China, said that as AI reshapes the global industrial landscape and drives demand for advanced materials and computing infrastructure, the US industrial materials manufacturer has evolved from technology introduction to collaborative innovation in China.康宁中国区总裁兼总经理林春梅表示，人工智能重塑全球产业格局，高端材料与算力基础设施需求激增，这家美国工业材料企业在华发展模式已从单纯引进技术，转变为协同创新。Corning will deepen local innovation, support next-generation computing infrastructure and contribute to the upgrading of China's industrial ecosystem, she said.她表示，康宁将深化本土创新研发，助力下一代算力基础设施建设，为中国产业体系升级贡献力量。The company's confidence also comes as China continues to strengthen its position in advanced manufacturing and high-tech exports.康宁的信心同样源于中国在高端制造、高新技术出口领域竞争力持续提升。In the first half of 2026, the country's exports of integrated circuits surged 88.7 percent year-on-year, while exports of electronic components rose 62.6 percent, statistics from the Ministry of Industry and Information Technology showed on Monday.工信部周一发布数据显示，2026年上半年，我国集成电路出口同比大增88.7%，电子元器件出口同比上涨62.6%。reciprocal /rɪˈsɪprəkl/互惠的，对等的distortion /dɪˈstɔːʃn/扭曲，畸变structural /ˈstrʌktʃərəl/结构性的bilateral /ˌbaɪˈlætərəl/双边的geopolitical /ˌdʒiːəʊpəˈlɪtɪkl/地缘政治的integrated circuits /ˈɪntɪɡreɪtɪd ˈsɜːkɪts/集成电路

Alt, hvad der er ungt tech, blev solgt ud med hård hånd i denne uge - og en af katalysatorerne er Kimi K3, en ny kinesisk AI-model fra Moonshot, der er på højde med de vestlige og billigere i drift. Ugens tema er Mads' modsvar til panikken, serveret med en bus-analogi: Chipsene er busserne, OpenAI og Anthropic er busselskabet, og hvis et nyt selskab vil køre ruten til halv pris, stiger efterspørgslen på busture - og dermed på busser. Billigere intelligens giver flere solgte chips, ikke færre. Vi så præcis samme historie med DeepSeek, og konklusionen dengang viste sig at være lige så forkert. Regnskaberne trak i hver sin retning: IBM blev sendt 25% ned - markedet frygter, at AI-kodning befrier de kunder, der i årtier har siddet fanget i gamle mainframes. TSMC hævede til gengæld det hele: 40% vækst i 2026, CapEx på 60-64 mia. dollars og 100 mia. ekstra til Arizona. Og Netflix leverede rekordregnskab med aktien halveret - en klassisk value-case, som Mads gerne lægger under hovedpuden. Derudover: New York fryser al datacenter-byggeri i et år - på et faktuelt forkert grundlag, mener Mads. Pentagon er ifølge Wall Street Journal i forhandlinger om at købe AI-kapacitet hos SpaceX. Uber er i fremskredne forhandlinger om at overtage Delivery Hero. Hormuz-strædet er nede på 6 skibe i døgnet mod normalt 110 - og det er reelt forsikringsselskaberne, ikke minerne, der lukker strædet. Og memory-aktierne handler nu til en P/E på 4, mens nyt udbud tidligst rammer markedet om et par år. Plus ugens køb i Pluto.Markets-porteføljen: SK Hynix, Terrestrial Energy, Corning, Lightwave Logic og AST Space Mobile.   Denne episode er sponsoreret af AIOSS. Et komplet kosttilskud i pulverform med probiotika, fibre og vitaminer - udviklet til en velfungerende tarm og en sundere hverdag. Brug koden “aktieuniverset" på aioss.dk.   Denne episode er sponsoreret af Beyond11. Stærk nytænkende markedsføring til din virksomhed. Læs mere om hvordan Beyond11 hjælper din digital tilstedeværelse med rent faktisk at bryde igennem. Læs mere på Beyond11.com.   Denne episode er sponsoreret af Finobo. Få et gratis økonomitjek hos specialisterne i låneoptimering ved at bruge linket: finobo.dk/gratis-oekonomitjek-aktieuniverset/ Prøv den nye omlægningsberegner på Finobo.dk/beregner-omlaegningsberegner/?utm_source=aktieuniverset   Denne episode er sponsoreret af Pluto.markets. Invester i aktier og ETF'er uden kurtage. Læs mere på pluto.markets, og se vores modelportefølje på pluto.markets/aktieuniverset.   Skriv os en mail på aktieuniverset@gmail.com, hvis du og dit produkt vil være en del af sponsorfamilien af podcasten.   Tjek os ud på: FB gruppe: ⁠facebook.com/groups/1023197861808843⁠ X: ⁠x.com/aktieuniverset⁠ IG: ⁠instagram.com/aktieuniversetpodcast⁠   Aktieuniverset modelportefølje: Modelporteføljen samt tilhørende vilkår og disclaimer kan ses på pluto.markets/aktieuniverset   DISCLAIMER: Aktieuniverset indeholder markedsføring af investeringsforeningen Portfoliomanager NewDeal Invest, kl n (PMINDI), som Mads Christiansen er investeringsrådgiver for. Podcasten kan ligeledes referere til andre fonde. Indholdet i podcasten udtrykker alene værternes og gæsters egne holdninger, refleksioner og analyser, og skal ikke opfattes som en personlig anbefaling af bestemte værdipapirer eller strategier. Podcasten skal ikke anses som investeringsrådgivning, da den enkelte lytters finansielle situation, nuværende aktiver eller passiver, investeringskendskab og -erfaring, investeringsformål, investeringshorisont, risikoprofil eller præferencer ikke kan inddrages. Det afhænger af den enkelte investors personlige forhold og målsætning, om en bestemt investering eller investeringsstrategi er hensigtsmæssig, og vi anbefaler, at man rådfører sig med sin investeringsrådgiver, inden en eventuel beslutning om investering tages. PMINDI kan findes via Nordnet (nordnet.dk/markedet/investeringsforeninger-liste/18148998-portfolio-manager-new-deal-invest), Saxo Bank (saxoinvestor.dk/investor/page/product/Fund/38109485) eller ved at søge på ”DK0062499810” i din egen netbank. PMINDI er kun egnet for investorer med høj risikovillighed og en investeringshorisont på mindst 5 år. Alt investering medfører risiko, herunder potentielt tab af kapital. Historisk afkast er ikke en indikator for fremtidigt afkast, der kan afvige meget eller være negativt. Læs PRIIP KID for PMINDI for fulde risikoscenarier: https://fundmarket.dk/newdeal-invest-kl-n/. Overvej risici og fordele nøje før investering. Læs mere om risici her: newdealinvest.dk/risici/ og generelt om investeringsforeningen på newdealinvest.dk. Vil du have en månedlig oversigt over alle positionerne i PMINDI? Så skriv dig op til nyhedsbrevet her: newdealinvest.dk/nyhedsbrev/. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stephen from Alfred, Frank from Corning and Aaron from West Seneca

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. LEARN MORE: https://apexfintechsolutions.com/?utm_source=Risk+Reversal&utm_medium=Podcast&utm_campaign=701PJ00000fnXhaYAE Rosenberg Research Free Trial:⁠⁠ Rosenberg Research Free Trial⁠ SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan is joined by David Rosenberg, president and founder of Rosenberg Research, for a wide-ranging conversation recorded on the final day of Q2. Rosie lays out his out-of-consensus disinflation call, arguing that with productivity now accounting for roughly 90% of US economic growth, the market and the Fed are wrong to be bracing for higher inflation and that a string of surprisingly benign CPI prints could be coming. From there, the two dig into the cracks beneath a record-setting market: a personal savings rate that's collapsed from 8% to 3%, real disposable income running at zero, and a low-end consumer leaning harder on credit cards just to stay afloat — the setup, Rosie warns, for a consumer recession few see coming. They also tackle the elephant in the market: an AI trade that's broadened from the "Mag 7" into semiconductors, memory, and names like Corning and Cisco, and the financialization underneath it — circular financing arrangements, private credit funds capping redemptions, and accounting quirks that may be flattering S&P earnings more than investors realize. Rosie explains why he's still half in equities (with a heavy tilt toward Asia, bonds, and gold), why "there are no bears left" worries him, and what a 1928 letter from Charles Merrill can teach investors about the cost of being late versus early. Plus: a look ahead to his upcoming book and ETF. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

An artist and educator, C. Matthew Szösz has established a practice that revolves around experimentation and investigation of techniques and material, with a focus on understanding the ways in which physical objects and events transform into intellectual and emotional experiences. He operates and is interested in the space that exists between design, craft and fine art. Wrote William Warmus in Glass, the UrbanGlass Art Quarterly: "So each Szösz project represents a unique inquiry into outcomes driven by curiosity, inspiration, and technical opportunity. Attempting to wrestle these diverse series into unified categories is to limit the creative variation and diversity of each, to try to name the style. Perhaps it is best to list some of his most important investigations, summarize the findings, and enjoy the artifacts of Szösz's subversive and yet disciplined and meticulous process."  Since receiving his MFA(Glass) from Rhode Island School of Design, Szösz has been recognized internationally with awards such as the Irvine Borowsky Prize, the Jutta-Cuny Franz Prize, and a Tiffany Foundation Grant, and has completed numerous residencies in the US, Europe, Asia and Australia. He enjoys working as an educator, and has taught at ASP Wrøcław, Rietveld Akademie, Virginia Commonwealth University, University of Washington, University of Hawai'i, Pilchuck Glass School, Penland School of Crafts, and Bildwerk Frauenau and others, and has lectured and given numerous workshops around the world. He is the founding member of the curatorial group Hyperopia Projects and was Executive Director of Public Glass, a non-profit public access studio in San Francisco.  Szösz's work has been exhibited nationally and internationally and is represented in private collections and public institutions in the United States, Australia, Europe and Japan, including at the Corning Museum of Glass, Corning, NY, the Renwick Gallery/Smithsonian American Art Museum, Washington, DC, the Toyama City Museum of Glass, Toyama, Japan, and Het Glazenhuis, Lommel, Belgium. His career has allowed him to meet and work with friends, colleagues and collaborators across four continents and dozens of institutions. He currently lives in Seattle with his wife, Anna Mlasowsky. Recently, Szösz completed an IASPIS residency in Sweden, administered by the International Arts Grants Committee there. Later in the year, he will work at a residency in Lisbon organized by Maria Morales Lam, through her studio Lo Invisible. In the next two years, he will be visiting a pair of universities in China and teaching at Pilchuck Glass School in the summer of 2027. In between, Szösz is finishing up a commission for SeaTac airport that has been the main focus of his practice for the past three years. The project, titled Jonah, converts a part of SeaTac's north main terminal, an escalator well and a surrounding mezzanine, into a highly abstracted version of Jonah's whale. The installation has been broken into two parts -  a larger, more architectural part that creates two articulated glass walls that form the body of the whale, which was installed in December, and a more sculptural part that is scheduled for installation in September - a suspended, lighted piece that roughly corresponds to a whale's mouth holding a Pearl.  Says Szösz: "There are a number of metaphors and associations between the Jonah story and air travel, and I particularly liked the idea of the whale being a meta-space, something that has a long tradition in stained glass. I was also attracted to the apocalyptic overtones of the Jonah story in view of the current American political and environmental situation." In contrast, the personal objects and videos Szösz creates are the result of performance-based experiments documenting a deep knowledge and unbridled desire to allow the material to lead him. The artist describes his practice as "an attempt to maximize serendipity, and to allow a project to be guided by material and consequence, arriving, in the end, in an unfamiliar and unpredicted landscape. A successful project should not only be surprising but should also achieve an identity independent of the artist, and to at least some degree, escape his control and mastery." 

Sara rejoins the show to talk with Randi about vocational training, particularly throughout the Southern Finger Lakes. They discuss some of the classes offered for students - and adults - at BOCES. And of course, the podcast ends with some more Nonprofit Tea.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über eine milliardenschwere Übernahme von Merck, einen verhängnisvollen Preissprung bei Apple-Geräten und die 2000-Prozent-Rallye von SanDisk. Außerdem geht es um Amazon, Alphabet, Meta Platforms, Micron Technology, Samsung Electronics, SK Hynix, Qualcomm, Corning, Lockheed Martin, Allianz, Fresenius Medical Care, DHL Group, Merck KGaA, Bio-Techne, Bayer, Rheinmetall und Alibaba. Abonniert unter diesem Link den neuen „Cashburners: Die Lilium-Story“-Podcast von Gründerszene.https://open.spotify.com/show/0I11ZJnhbqX6o9TQb3c1X6 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

Verdens største IPO er i hus - og et regnestykke på AI-omsætningen bliver så vildt, at det nærmest lyder absurd: AI-laboratorierne tidobler omsætningen hvert andet år, og kører man den frem til 2033, ender man på to gange hele klodens BNP. Det er hele bull-casen for SpaceX, selv efter aktien poppede fra 135 til 212.   Ugens tema er Kevin Walshs første FED-møde. Markedet stemplede ham som høg og solgte ud - men har måske misforstået ham. Walsh vil ikke hamre renten op; han vil reformere hele FED og lade økonomien køre hot. Rammet ind af Elon Musks pointe om, at penge bare er en database - den ægte værdi er det, et samfund faktisk bygger. Og det vender en tommelfingerregel på hovedet: høj inflation er ikke længere gift for tech.   Derudover: skrøbelig våbenhvile i Iran, Michael Saylor tvunget til at købe obligationer tilbage, Trump der kobler Intel og Apple (+30%), Palantir der redder liv på et hospital, og Sea Limiteds nye AI-ven Migo. Plus ugens køb: Infineon, General Motors, Corning og Bitmine.   Denne episode er sponsoreret af Naluvi. Peter Jensen hjælper små og mellemstore virksomheder med alt inden for regnskab, rapportering og økonomi. Læs mere om de forskellige services på Naluvi.dk.   Denne episode er sponsoreret af Beyond11. Stærk nytænkende markedsføring til din virksomhed. Læs mere om hvordan Beyond11 hjælper din digital tilstedeværelse med rent faktisk at bryde igennem. Læs mere på Beyond11.com.   Denne episode er sponsoreret af Vipp. Udforsk deres unikke univers af design – fra eksklusive køkkener og møbler til deres særlige guesthouses rundt omkring i verden på Vipp.com. Du kan også blive medejer af en unik bolig på Mallorca gennem Vippresidences.com.   Denne episode er sponsoreret af Finobo. Få et gratis økonomitjek hos specialisterne i låneoptimering ved at bruge linket: finobo.dk/gratis-oekonomitjek-aktieuniverset/ Prøv den nye omlægningsberegner på Finobo.dk/beregner-omlaegningsberegner/?utm_source=aktieuniverset   Denne episode er sponsoreret af Pluto.markets. Invester i aktier og ETF'er uden kurtage. Læs mere på pluto.markets, og se vores modelportefølje på pluto.markets/aktieuniverset.   Skriv os en mail på aktieuniverset@gmail.com, hvis du og dit produkt vil være en del af sponsorfamilien af podcasten.   Tjek os ud på: FB gruppe: ⁠facebook.com/groups/1023197861808843⁠ X: ⁠x.com/aktieuniverset⁠ IG: ⁠instagram.com/aktieuniversetpodcast⁠   Aktieuniverset modelportefølje: Modelporteføljen samt tilhørende vilkår og disclaimer kan ses på pluto.markets/aktieuniverset   DISCLAIMER: Aktieuniverset indeholder markedsføring af investeringsforeningen Portfoliomanager NewDeal Invest, kl n (PMINDI), som Mads Christiansen er investeringsrådgiver for. Podcasten kan ligeledes referere til andre fonde. Indholdet i podcasten udtrykker alene værternes og gæsters egne holdninger, refleksioner og analyser, og skal ikke opfattes som en personlig anbefaling af bestemte værdipapirer eller strategier. Podcasten skal ikke anses som investeringsrådgivning, da den enkelte lytters finansielle situation, nuværende aktiver eller passiver, investeringskendskab og -erfaring, investeringsformål, investeringshorisont, risikoprofil eller præferencer ikke kan inddrages. Det afhænger af den enkelte investors personlige forhold og målsætning, om en bestemt investering eller investeringsstrategi er hensigtsmæssig, og vi anbefaler, at man rådfører sig med sin investeringsrådgiver, inden en eventuel beslutning om investering tages. PMINDI kan findes via Nordnet (nordnet.dk/markedet/investeringsforeninger-liste/18148998-portfolio-manager-new-deal-invest), Saxo Bank (saxoinvestor.dk/investor/page/product/Fund/38109485) eller ved at søge på ”DK0062499810” i din egen netbank. PMINDI er kun egnet for investorer med høj risikovillighed og en investeringshorisont på mindst 5 år. Alt investering medfører risiko, herunder potentielt tab af kapital. Historisk afkast er ikke en indikator for fremtidigt afkast, der kan afvige meget eller være negativt. Læs PRIIP KID for PMINDI for fulde risikoscenarier: https://fundmarket.dk/newdeal-invest-kl-n/. Overvej risici og fordele nøje før investering. Læs mere om risici her: newdealinvest.dk/risici/ og generelt om investeringsforeningen på newdealinvest.dk. Vil du have en månedlig oversigt over alle positionerne i PMINDI? Så skriv dig op til nyhedsbrevet her: newdealinvest.dk/nyhedsbrev/. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack and Barron's all-star Andrew Bary discuss more standout leaders. Learn more about your ad choices. Visit megaphone.fm/adchoices

Patrick Moorhead and Daniel Newman cover Tim Cook's final WWDC as CEO and Apple's Gemini-powered Siri strategy, the $35 billion Apollo and Blackstone deal backing Anthropic's capacity expansion, Intel's packaging wins with Google and NVIDIA, SpaceX's IPO at a $1.77 trillion valuation, Anthropic's Claude Fable 5 and Mythos 5 launch across every major cloud, and earnings reactions from Oracle, Micron, and Adobe. The handpicked topics for this week are: Apple's Siri AI Will Run on Gemini, Closing Out Tim Cook's Final WWDC as CEO: At WWDC, Apple confirmed Siri AI will run on Gemini through a new billion-dollar per year, multi-year deal, while Apple's Foundation Model Cloud Pro runs on NVIDIA GPUs inside Google Cloud. The announcement marks Tim Cook's last WWDC as CEO before John Ternus takes over on September 1. Apple isn't building its own AI cluster or competing on CapEx. They're betting that by owning the consumption layer, backed by access to health data and private messaging through iMessage, Apple will have a moat that compute spending can't replicate. (The Decode) Apollo and Blackstone Close the Largest Private Credit Deal Ever Backing Anthropic's Capacity Expansion: A $35 billion deal, the largest private credit transaction on record, will fund Google TPU capacity tied to Anthropic's compute needs, with Broadcom backstopping senior debt tranches and Google backstopping lease payments. The structure treats compute as a lendable asset class and signals more than 20 gigawatts of demand still being built out through 2028. Circular financing between chipmakers, cloud providers, and AI labs has moved from controversial to standard practice. (The Decode) Intel's Foundry Wins Packaging Work on Google's TPUs, Not a Full Fab Deal: Reports that Intel landed a deal tied to Google and NVIDIA reframe what's actually being handed off. Intel gets the packaging work on over 3 million TPUs, the compute die stays with TSMC, and the I/O die is being negotiated with Samsung at 2nm. INTC rose 12% Monday. The deal represents a low-risk path for Intel to augment, not replace, TSMC, while raising questions about anti-competitive dynamics in the foundry market. (The Decode) SpaceX Becomes an AI Infrastructure Company With a $1.77 Trillion IPO: SpaceX's IPO priced amid oversubscribed demand, with its valuation now reflecting not just Starlink connectivity and launch dominance but a newly material AI business, including AI1 orbital data center tests planned for late 2027 and a $920 million per month Google compute contract running through 2029. A sum-of-the-parts breakdown of the connectivity, launch, and AI segments lands well short of the trading price, with the gap largely explained by confidence in Elon Musk's track record of execution. (The Decode) Anthropic Launches Claude Fable 5 and Mythos 5 Across Every Major Cloud: Anthropic shipped Claude Fable 5 and Mythos 5 with same-day availability across Snowflake, AWS Bedrock, Vertex AI, and Microsoft Foundry, pricing at $10 and $50 per million tokens. The hyperscaler-neutral distribution strategy lands ahead of Anthropic's anticipated IPO. The models represent a real step up in research capability over Opus 4.8, but they come with a significant change. Users no longer have the option to opt out of data sharing with Anthropic, a shift some enterprises, including Microsoft, are already responding to. (The Decode) Is SpaceX a Once-in-a-Generation Entry or the Top of the Market? One side argues SpaceX represents a generational opportunity on par with early Amazon or Netflix, with interplanetary travel and off-world resource extraction as the long-term payoff that justifies looking past current valuation math. The other side argues this is peak euphoria: a company trading at roughly 95 times sales, propped up in part by circular investment from Google into both SpaceX and its AI segment, with a steep drawdown likely before any sustained climb. (The Flip) The Chip and Security Trade Reverses From Broken to Bifurcated: The semiconductor sector posted its biggest single-day gain since 2020, with the SOX up 5% on Monday, June 8, as a prior selloff in names like Broadcom, CrowdStrike, and Palo Alto Networks fully reversed. Intel rose 12%, Marvell 10%, and Corning 7%. The rebound reframes the AI trade narrative from a broad breakdown to a split between winners and laggards within the same sector. (Bulls & Bears) Oracle Posts a Record Quarter, But the Market Focuses on a $50 Billion Funding Plan: Oracle delivered record revenue of $19.2 billion, up 21 %, with EPS of $2.11, beating estimates of $1.89. IaaS grew 93 %, the fastest pace among hyperscalers, and RPO hit $638 billion, up $85 billion quarter over quarter, including $75 billion in AI contracts. FY27 guidance of $90 billion was maintained, and EPS guidance was raised, yet the stock fell 5% after hours amid concerns about Oracle's capital spending plans. Oracle's AI cloud backlog now exceeds those of AWS, Google, and Microsoft, built heavily on commitments from Anthropic and OpenAI. (Bulls & Bears) Micron's Profit Trajectory Puts It in Google's Earnings Tier: Micron is projected to generate nearly as much profit in 2027 as Google, with Q2 revenue of $23.86 billion, up 22 % and beating estimates, and Q3 guidance of $33.5 billion in revenue, $19.15 EPS, and 81 % gross margin. The stock is up 776%, with Wall Street firms, including UBS, raising price targets. The open question is whether memory has broken its historically cyclical pattern given sustained AI demand. (Bulls & Bears) Adobe Beats Across the Board, But the Stock Drops on CEO Departure and Freemium Pivot: Adobe posted record revenue of $6.62 billion, up 13 % and beating consensus of $6.45 billion, with non-GAAP EPS of $5.96, topping estimates of $5.81. AI first ARR tripled year over year to over $500 million, with total ARR reaching $27.1 billion, and FY26 guidance was raised. The stock still fell 5.5 % after hours, driven by the CFO's departure to Marvell and market concern over a strategic shift toward freemium pricing that delays near-term profitability. (Bulls & Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Apple WWDC- Apple Caves to Google AND NVIDIA — Siri AI Runs on Gemini ($1B/yr) + Apple Foundation Model Cloud Pro Runs on NVIDIA GPUs in Google Cloud; Tim Cook's Final WWDC as CEO Before John Ternus Succeeds Him Sept 1 https://www.cnbc.com/2026/06/08/apple-wwdc-2026-live-updates.html Google's $35B Infra Deal — Apollo + Blackstone Close the Largest Private Credit Deal Ever; Broadcom Backstops Senior Tranches; Google Backstops Lease Payments https://www.reuters.com/business/apollo-blackstone-back-anthropics-35-billion-capacity-expansion-new-broadcom-tie-2026-06-09/ Intel's Foundry Reportedly Wins Google Packaging (Not Full Fab) — The Information Reframed: 3M+ TPU Packaging by Intel, Compute Die Still TSMC, I/O Die Being Negotiated With Samsung 2nm; INTC +12% Monday; Pat Calls Out TSMC Anti-Competitive Risk https://www.trendforce.com/news/2026/06/09/news-intel-foundry-gains-momentum-as-google-reportedly-orders-3m-tpus-nvidia-evaluates-18a-for-multi-die-gpu-design/ SpaceX Becomes an AI Infrastructure Company — Friday IPO at $1.77T; AI1 Orbital Data Center Tests Late 2027; Google $920M/mo Compute Contract Through 2029 https://finance.yahoo.com/markets/stocks/articles/spacex-poised-history-record-75-100000402.html Anthropic Ships Claude Fable 5 + Mythos 5 — Same-Day Distribution Across Snowflake, AWS Bedrock, Vertex AI, Microsoft Foundry; Hyperscaler-Neutral by Design Ahead of IPO; $10/$50 per M Tokens https://www.anthropic.com/news/claude-fable-5-mythos-5 The Flip FOR: https://www.cnbc.com/2026/06/11/spacex-billionaire-investing.html AGAINST: https://www.nytimes.com/2026/05/20/technology/elon-musk-spacex-ipo.html Bulls & Bears The Chip + Security Tape Recovery — SOX +5% Monday June 8 (Biggest Day Since 2020); AVGO/CRWD/PANW Selloff Reversed; Intel +12%, Marvell +10%, Corning +7%; the AI Trade Pivots From "Broken" to "Bifurcated" https://www.investopedia.com/stock-market-today-dow-jones-s-and-p-500-06082026-11992852 Oracle (ORCL) Q4 FY26 ACTUALS — Record $19.2B Rev (+21%), EPS $2.11 Beat ($1.89); IaaS +93%; RPO HITS $638B (+$85B QoQ, $75B AI Contracts); FY27 $90B Guide Maintained, EPS Guide Raised; Stock −5% AH on Massive Capex Plan https://www.tradingkey.com/analysis/stocks/us-stocks/261959450-oracle-record-q4-2026-earnings-report-cloud-data-center-stock-tradingkey "$MU Will Generate Almost As Much Profit in 2027 as $GOOGL"; Q2 Rev $23.86B (+22% Beat), Q3 Guide $33.50B / $19.15 EPS / 81% GM; MU Stock +776%; UBS Among Wall Street Raising Targets https://247wallst.com/investing/2026/06/11/wall-street-just-put-a-monster-target-on-micron-is-the-stock-still-too-cheap/ Adobe (ADBE) Q2 FY26 ACTUALS — Record $6.62B Rev (+13%) Beats Consensus $6.45B; Non-GAAP EPS $5.96 Beats $5.81; AI-First ARR Triples YoY to $500M+; Total ARR $27.10B; FY26 Guide RAISED; Stock −5.5% AH Despite Beat-and-Raise https://www.businesswire.com/news/home/20260611677110/en/Adobe-Reports-Record-Q2-Results    

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

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Daniel Eckert über die Siri-Revolution von Apple, einen Milliarden-Deal von Intel und eine profitable Erfrischung von Adidas. Außerdem geht es um Nvidia, Alphabet, Marvell Technology, Micron, Applied Materials, KLA Corp., Lam Research, Corning, Amazon, Vonovia, TAG Immobilien, Aroundtown, LEG Immobilien, Airbus, Tui, Lufthansa, BASF, Symrise, Evonik, Lanxess, Zealand Pharma, Eli Lilly, Novo Nordisk, Strategy, Jenoptik, SMA Solar, Westwing, Krones, Microsoft, Broadcom, TSMC, Meta, Tesla, iShares MSCI ACWI (WKN: A1JMDF) und Invesco FTSE All-World ETF (WKN: A3D7QX). 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

Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Bending Spoons plant IPO bei 20 Mrd. $. Iran-Israel-Waffenruhe beruhigt Märkte. Jensen Huang feiert den Freitags-Dip. Intel steigt - NVIDIA und Google wollen dort produzieren. Intesa will Monte dei Paschi für 31 Mrd. € kaufen. Corning steigt dank Amazon. Charlie Mungers Lieblingsinvestor Li Lu hat eine neue Position: Tencent Music (WKN: A2N7WQ). Das Spotify Chinas ist 60% gefallen und wird nur zum 8-fachen Gewinn gehandelt. Aber Bytedance greift an und TME streicht wichtige Nutzerzahlen. Von Darmstadt-Student zu 100 Mrd. $ Vermögen. John Tu hat 1987 alles verloren, Kingston gegründet, für 1,4 Mrd. $ verkauft, für 450 Mio. $ zurückgekauft. Heute ist die Chipfirma 160 Mrd. $ wert. Diesen Podcast vom 09.06.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

 Plus: Amazon has entered a multibillion-dollar agreement with Corning for optical fiber for data centers. And Johnson & Johnson has agreed to buy biotech company Firefly Bio for $1 billion in cash. Anthony Bansie hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Jim Cramer and David Faber discussed names in the tech sector recouping some of their losses from Friday's sell-off — the Nasdaq's worst day in more than a year. Oil prices eased from their highs after Iran said it would end military operations against Israel. The anchors engaged in a wide-ranging discussion about what to expect from Apple's WWDC, Tim Cook's final developers conference as CEO. In the mix: Cook's AI legacy — and a WWDC flashback. Also in focus: SpaceX IPO watch, Corning surges on Amazon AI deal, Why Intel shares jumped 10%, Citi raises its S&P 500 target to 8100, Lilly shares gain on obesity drug trial results,  Paramount drama as former "60 Minutes" correspondent Scott Pelley sounds off to The New York Times about CBS News chief Bari Weiss. 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.

Die Wall Street startet nach dem Ausverkauf vom Freitag teils deutlich fester in die neue Woche. Vor allem der Nasdaq und S&P 500 profitieren von Stabilisierungskäufen im Technologiesektor, nachdem Halbleiter- und KI-Werte zuletzt massiv unter Druck geraten waren. Corning profitiert von einem Multi-Milliarden-Deal mit Amazon, im Zusammenhang mit den Data Center des Tech-Riesen. Bei der Bank of America werden die Kursziele für Arista Networks, Cisco, Datadog und Nokia angehoben. Die Aktien werden mit Kaufempfehlungen bestätigt. TD Cowen sieht bei Fortinet durch KI und Rechenzentren neues Wachstumspotenzial und Wells Fargo erhöht das Kursziel für Micron von 550 auf 1.220 US-Dollar. Oracle meldet nach dem Closing am Mittwoch Zahlen und wird heute von Oppenheimer als Top-Pick für 2026 eingestuft. Im Fokus steht heute auch die Entwicklerkonferenz von Apple, mit der Rede von CEO Tim Cook um 19 Uhr MEZ. Insgesamt bleibt das Umfeld an der Wall Street fragil. Die Eskalation zwischen Israel und Iran treibt den Ölpreis nach oben, die Renditen steigen, und nach den robusten Arbeitsmarktdaten richtet sich der Blick auf die US-Inflationsdaten zur Wochenmitte. JPMorgan bleibt taktisch vorsichtig und warnt, dass ein heißer CPI-Report neue Zinssorgen auslösen könnte. 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

Die Wall Street startet nach dem Ausverkauf vom Freitag teils deutlich fester in die neue Woche. Vor allem der Nasdaq und S&P 500 profitieren von Stabilisierungskäufen im Technologiesektor, nachdem Halbleiter- und KI-Werte zuletzt massiv unter Druck geraten waren. Corning profitiert von einem Multi-Milliarden-Deal mit Amazon, im Zusammenhang mit den Data Center des Tech-Riesen. Bei der Bank of America werden die Kursziele für Arista Networks, Cisco, Datadog und Nokia angehoben. Die Aktien werden mit Kaufempfehlungen bestätigt. TD Cowen sieht bei Fortinet durch KI und Rechenzentren neues Wachstumspotenzial und Wells Fargo erhöht das Kursziel für Micron von 550 auf 1.220 US-Dollar. Oracle meldet nach dem Closing am Mittwoch Zahlen und wird heute von Oppenheimer als Top-Pick für 2026 eingestuft. Im Fokus steht heute auch die Entwicklerkonferenz von Apple, mit der Rede von CEO Tim Cook um 19 Uhr MEZ. Insgesamt bleibt das Umfeld an der Wall Street fragil. Die Eskalation zwischen Israel und Iran treibt den Ölpreis nach oben, die Renditen steigen, und nach den robusten Arbeitsmarktdaten richtet sich der Blick auf die US-Inflationsdaten zur Wochenmitte. JPMorgan bleibt taktisch vorsichtig und warnt, dass ein heißer CPI-Report neue Zinssorgen auslösen könnte. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► 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 +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Joey Kirkpatrick and Flora C. Mace consistently invite us to enter a meditative state. Whatever the medium, each piece seems to raise more questions than provide answers. The artists, respected for their innovative work, have concluded the series for which they are most known, large-scale blown glass fruit and vegetable forms. Their subsequent work includes life-size figurative wood and glass sculptures as well as outdoor bronze installations and glass work that features blown vessels and cast panels with illustrations of the 'first facts' of bird identification realized through applied glass powder drawings. Most recently, the artists have been working on their Botanicals, a body of work that preserves real flowers in composite and glass.  Kirkpatrick and Mace have worked collaboratively for the past 47 years after meeting at the Pilchuck Glass School in 1979. The artists have consistently explored seminal themes: principles of drawing as incorporated into glass, the metaphoric content of human relationship to nature and the appropriation of materials to support a visual idea. They recently installed a large public art project at the Seattle Center in Seattle, Washington.  Kirkpatrick (born in Des Moines, Iowa, 1952) and Mace (born in Exeter, New Hampshire, 1949) have exhibited, lectured and taught extensively throughout the world. They taught for 12 years at Pilchuck Glass School. Their collaborative work is included in collections and museums around the world including the Corning Museum of Glass, NY; The Detroit Institute of Art Detroit, MI; The Boston Museum of Fine Art, Boston, MA; Hokkaido Museum, Japan; Metropolitan Museum of Art, New York NY; Musee des Arts Decoratifs, Lausanne, Switzerland; Seattle Art Museum, Seattle, WA; Toledo Art Museum, Toledo, OH and The National Museum of American Art, Renwick Gallery, Smithsonian Institution, Washington, D.C.  Mark Doty, wrote in the introduction of the book, Joey Kirkpatrick and Flora C Mace: "This might be the most complex yoking of all, the way that two sensibilities overlap, merge, separate, conflict and resolve. A continuing dynamic, itself both unstable and solid, evolving, transforming materials and processes as it transforms itself." Kirkpatrick and Mace were recognized in 2019 for their outstanding achievement in the field of contemporary glass art by the Art Alliance for Contemporary Glass, and have been elected to the American Craft Fellows in 2005, interviewed for the Smithsonian Archives of American Art in 2006 and given the 2001 Chateau Ste. Michelle Libensky Award by Pilchuck Glass School honoring outstanding contemporary artists working in glass. Kirkpatrick served as a trustee on the board of Pilchuck Glass School for 16 years.  Now, the artists split their time between a home and studio in Seattle, Washington, and a farm on the Olympic Peninsula near the Washington Coast. Their current Botanical sculptures grew out of a desire to capture the essence of a plant by preserving it through portraiture. Each plant is harvested as it shares its bloom, brought into the studio, deconstructed, dried and reassembled. The specimen is then suspended within layers of composites and glass. The finished work has been recreated through the artist's hand and dependent on the artist's view of the specimen by observing in life, the plant's structure, the result, a portrait of a flower. Of their Botanical sculpture, Daniel J. Hinkley, plantsman wrote: "The works of Joey Kirkpatrick and Flora C. Mace capture the improbable if not the impossible, the apprehension of not just a moment reflecting the magic and majesty of our natural world but the abduction and amplification of a precise moment of perfection. To say that the paragon of their subjects has been frozen in time implies incorrectly that what you observe in their work is not simply an expiration and preservation of a plant at its floral zenith. These flowers embody the mystery and beauty, comprehended and embraced by the artists, to such a degree that one might actually perceive its ultimate drop of petal, abscission of leaf or growth of root." A selection of Kirkpatrick and Mace works is also on view now at the Corning Museum of Glass, Corning, New York, in Tough Stuff: Women in the American Glass Studio. The exhibition showcases the groundbreaking creators who shaped the past and future of glass art.   

Kevin Hettrich walked into a conference room with a whiteboard full of numbers and a problem no one had fully articulated. QuantumScape's leadership team was discussing how to scale an expensive R&D tool used to produce early battery materials. Hettrich had spent two weeks gathering data, talking with engineers, and analyzing manufacturing economics. Then he laid out the comparison: QuantumScape's current performance, the best anyone had achieved in any industry, and what would ultimately be required to succeed in automotive production. There were “six orders of magnitude” separating the industry benchmark from what the company would eventually need, Hettrich tells us.That moment became an early proving ground for a finance leader who had entered QuantumScape from a background shaped by McKinsey & Company, Bain Capital, and Stanford's joint business and engineering program. Rather than staying confined to finance, Hettrich immersed himself in the company's technical environment. He tells us he would contribute to at least one patent application each year and spent time “changing targets out of that tool” and mixing chemicals alongside engineers.The broader strategy behind QuantumScape has remained equally ambitious. The company's goal is not incremental improvement, but batteries that are “smaller and lighter,” “faster charging,” “longer lived,” “safer,” and “lower cost at the same time,” Hettrich tells us. Today, the company has commercial partnerships with Volkswagen and collaborations with Corning and Murata Manufacturing as it works to commercialize its solid-state battery platform.

In this episode, Randi is joined by Paul Sydlansky, CFP®, to talk about your options when it comes to appreciated stock. If you're thinking about using stock gains as a philanthropic donation, this episode is for you! And as always, stay til the end to hear some of the latest "nonprofit tea."

Oil Drops – Still highest cost for Memorial Day in years Consumer Sentiment Drops again New Fertilizer coming – Kinda Soilent Green vibe Everyone is talking about SpaceX PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Oil Drops - Still highest cost for Memorial Day in years - Consumer Sentiment Drops again - New Fertilizer coming - Kinda Soilent Green Concept - Everyone is talking about SpaceX Markets - Nothing Really Matters - Anyone can see - New HIGHS - Governments picking the winners again - CHIPS ! - Concentration NVDA - Over the weekend, Jensen Huang said that his forecast of a $200 billion market for CPUs includes China, signalling Nvidia still sees significant long-term demand in the market amid ongoing U.S.-China technology tensions. - During an earnings call on Wednesday, Huang said Nvidia's new "Vera" central processors give it access to a new $200 billion market. - So, once again the PR machine is running overtime to make sure there is no reason for anyone to sell the stock - needed to make this clarification over the weekend - Nvidia has received licenses from the U.S. government to sell its H200 chips but has not received approval from Chinese officials who are fostering China's own chip suppliers. Consumers - Consumer sentiment has tumbled to a fresh record low in May as fears of higher prices grow due to the U.S.-Iran war and elevated oil prices, the University of Michigan's Surveys of Consumers said Friday. - The index of consumer sentiment fell to 44.8 from a preliminary reading of 48.2. It's also well below the 49.8 level seen at the end of April. Consumers Upset South Korea - Record after record... - This is an impressive chart - Two companies -Samsung and SK Hynix -----40% of the entire KOSPI index's total market capitalization. Kospi Index Who Believes this Crap? - U.S. forces have conducted “self defense” strikes in southern Iran early Tuesday, with U.S. Central Command saying that this was to “protect our troops from threats posed by Iranian forces.“ - “U.S. Central Command continues to defend our forces while using restraint during the ongoing ceasefire,” Hawkins added. - Meanwhile there was some talk over the weekend that --- 1) We are very close to a deal and it will happen soon ----2) We are in no rush for a deal ----3) How many times is this same line going to be used to try to push the price of oil down (it did move towards $90 after the weekend resumption of futures trading) - Neither side can agree on anything... Secretary of State Marco Rubio said on Friday that the United States has seen some progress towards a deal but that more work was required, while Iran's foreign ministry said the differences remained deep and significant. - Tiresome CEO of Ford - Did you know -??? - The CEO of Ford (Jim Farley) is cousin to Chris Farley Farley and Farley Crops - Farmers worldwide are under pressure due to the Iran war disrupting supplies of conventional nitrogen fertilizers, forcing them to improvise ahead of the fall planting season. - Some farmers are turning to age-old solutions like manure, while others are experimenting with newer technologies, including waste-based inputs and microbial products. -----Circular bio-economy The crisis is giving fresh momentum to products that have long struggled to gain widespread adoption, with demand for biofertilizers and biostimulants rising and companies seeing rising interest and increased sales. - Municipal wastewater and treated human urine, which contain high levels of nutrients that can be processed. ---- So, if your corn is a little extra yellow this summer - now you know... Government's Hand - Quantum computing shares popped last Thursday, as the U.S. government said it would award $2 billion in grants to nine firms operating in the space. - IBM is the biggest beneficiary of the package, with the U.S. Commerce Department agreeing to give the firm $1 billion. - Chipmaker GlobalFoundries is receiving $375 million, while other grant recipients D-Wave Quantum, Rigetti Computing and Infleqtion will be awarded $100 million. - Shares of D-Wave added 33%, Rigetti soared 30% and Infleqtion skyrocketed about 31%. - Funding will come from the 2022 Chips and Science Act. More Money Throwing - Nvidia Corp. bought $500 million worth of rights for shares in Corning Inc. as part of a partnership to expand artificial intelligence infrastructure. - Corning pledged to increase US fiber production capacity by more than 50% to supply more optical fiber for AI data centers. - The partnership includes Corning's plan to construct three new complexes in North Carolina and Texas, which is estimated to create more than 3,000 new US jobs. DEBT - Global debt hits new record, IIF (institute for International Finance) report shows - Global debt rose for a fifth consecutive quarter in Q1 2026, increasing by more than $4.4 trillion to a record high of over $350 trillion, with the increase concentrated largely in the United States and China. - Investors shows signs of shift away from Treasuries - Global debt-to-GDP ratio stable around 305% - NOTHING TO SEE HERE Global Debt More Charts AI Reality? - Starbucks retires AI tool nine months after North American deployment - Tool was part of CEO Brian Niccol's campaign to fix product shortages - AI tool miscounted items, leading to errors, Reuters has reported Starbucks cites need for consistency, supply chain improvements in ending program More AI - Elon Musk's Grok is seeing minimal adoption in US government - even though it's cheap- - Grok lags far behind OpenAI and other rivals that analysts call more capable - Data shows uptake by corporations is also weak, suggesting Grok's problems stretch beyond government - Is it possible that corps don't trust Musk after the way he heavy handled the DOGE process? - Is this going to impact SpaceX growth story? Employment and Ai - The co-founder of AI company Anthropic said on Monday that the development of artificial intelligence cannot be left solely to technology companies, urging greater oversight from religious leaders, governments and civil society. - Speaking at the presentation of Pope Leo's first encyclical, addressing the challenges posed by artificial intelligence, Chris Olah said there was "a real possibility" that AI will displace human labour "at very large scale". Scared - China is restricting overseas travel for top AI professionals in private firms, requiring them to get approval from relevant authorities before embarking on overseas travel. - The government is targeting talent within the AI sphere, including startup founders, researchers, and executives, and adding individuals to the list based on assessments of their critical importance to the country. - The restrictions risk undermining the ability of AI firms in China to recruit and retain talent, and may force engineers with global ambitions to choose between staying home or going abroad earlier in their careers. CHIPS - Micron topped a $1 trillion market value for the first time on Tuesday as shares popped 18%, driven by insatiable artificial intelligence demand for its memory chips. - The stock surge came as UBS tripled its price target on the stock from $535 to $1,625 a share, citing long-term agreement opportunities with partially fixed pricing. - “We believe the market will start to put a more ‘normal' multiple on the stock and MU will continue to re-rate higher as more details emerge about the structural changes AI has driven to the entire memory complex,” the firm wrote. SpaceX - Lots of interest on this... - Lots of clients calling on this and we are working on this for them - Here is a bit of a reality check... --- First - company still losing billions of dollars - some may look past that - - Weird inclusion period for indices and that may take stock up due to required buying ahead of the inclusion (keeping a floor on prices in the beginning) ---- SpaceX plans to allow a large portion of its shares to become eligible for resale before the usual six-month restriction period post-IPO, under a staged system conditioned to the company's performance, a company filing shows. - The approach, designed to avoid a large wave of shares hitting the market at once, would depart from the standard 180-day lock-up that has prevailed in the U.S. Most companies going public restrict early investors from selling shares to help stabilize the stock. - Valuation somewhere between $1.5T and $2T (a year ago it was like $400 million) - Valuation in December was $750 M - Rationale for the big valuation: SpaceX is leveraging its satellite network to build massive, space-based AI data centers, which take advantage of limitless solar energy and off-planet cooling Retail  - Ross Stores Inc. raised its sales and profit guidance after first-quarter results surpassed consensus estimates, aided by strong customer traffic among younger shoppers. - The company reported sales of $6.01 billion and earnings of $2.02 per share, with same-store sales growing 17% in the period, a record for Ross. - Ross now expects full-year same-store sales to grow 6% to 7%, and earnings of $7.50 to $7.74 per share, with executives citing increased customer traffic as a key driver of profit. Meanwhile - Walmart issued a worse-than-expected financial outlook amid soaring gas prices. - Finance chief John David Rainey said high tax returns may have muted some of the impact high gas prices had on shoppers in the first quarter, indicating consumer pressures could rise in the current quarter - The big-box retailer issued fiscal first-quarter results that beat Wall Street's expectations on the top line but were only in line on the bottom. - The retailer said it's expecting adjusted earnings per share to be between $2.75 and $2.85, lower than expectations of $2.91, according to LSEG. - Walmart said it anticipates net sales will rise between 3.5% and 4.5% for the year. Ferrari - Electric - Ferrari (RACE) is trading lower today after the company unveiled its first fully electric vehicle, the Ferrari Luce, marking a major strategic shift away from its traditional combustion-engine supercar identity. - The Luce is a four-door, five-seat ultra-luxury EV developed with former Apple (AAPL) design chief Jony Ive, featuring a quad-motor setup producing over 1,000 horsepower, a 0--60 mph time of roughly 2.5 seconds, and a price tag around $640,000. - Despite these headline-grabbing performance specs, investors reacted negatively because the design is seen as a sharp break from RACE's iconic styling, with many critics arguing it looks closer to a mass-market EV than a traditional Ferrari. Saying goodbye - One of America's once-dominant beer brands is being discontinued after more than 175 years. - Schlitz Premium, a beer brand that traces its roots to Milwaukee in the 1840s and was once among the largest breweries in the country, is being put "on hiatus," parent company Pabst Brewing Co. confirmed Friday after Wisconsin Brewing Company announced it would brew the brand's final batch later this month. - "Unfortunately, we have seen continued increases in our costs to store and ship certain products and have had to make the tough choice to place Schlitz Premium on hiatus," Zac Nadile, Pabst head of brand strategy, said in a statement to Milwaukee Magazine. Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM)   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

“I HAD NO SAFE PLACE GROWING UP” with Blaire White | The Hopeaholics PodcastIn this episode of the Hopeaholics Podcast, Blaire White opens up about the trauma, addiction, and chaos she experienced growing up in a small rural town surrounded by drugs, family dysfunction, and cult influences. Known for her outspoken commentary, viral YouTube presence, and controversial takes on culture and identity, Blaire shares a side of herself rarely seen online. She reflects on how witnessing addiction firsthand shaped her decision to avoid hard drugs entirely and break the cycle that consumed many around her. The conversation dives into her transition journey, the struggles of feeling different as a child, and how she learned to survive emotionally through imagination, independence, and resilience. Blaire also speaks candidly about forgiveness, healing family wounds, and the difficult process of confronting childhood trauma later in life. As the episode unfolds, she shares how a powerful spiritual experience led her to Christianity and completely transformed her outlook on purpose, pain, and identity. From discussions about addiction and mental health to faith, free will, and personal growth, this is one of Blaire's most vulnerable and honest conversations to date. If you've ever felt like an outsider, struggled with your past, or searched for meaning through hardship, this episode will resonate deeply.#thehopeaholics  #redemption #recovery #AlcoholAddiction #AddictionRecovery #wedorecover #SobrietyJourney #MyStory #Hope #wedorecover #treatmentcenter #natalieevamarieJoin our patreon to get access to an EXTRA EPISODE every week of ‘Off the Record', exclusive content, a thriving recovery community, and opportunities to be featured on the podcast. https://patreon.com/TheHopeaholics Go to www.Wolfpak.com today and support our sponsors. Don't forget to use code: HOPEAHOLICSPODCAST for 10% off!Follow the Hopeaholics on our Socials:https://www.instagram.com/thehopeaholics https://linktr.ee/thehopeaholicsBuy Merch: https://thehopeaholics.myshopify.comVisit our Treatment Centers: https://www.hopebythesea.comIf you or a loved one needs help, please call or text 949-615-8588. We have the resources to treat mental health and addiction. Sponsored by the Infiniti Group LLC:https://www.infinitigroupllc.com Timestamps:00:02:07 - Family Addiction History00:03:26 - Father's Opiate Addiction & Death00:05:40 - Growing Up in Corning, California00:08:55 - Growing Up Around a Cult00:10:53 - Brother's Drug Addiction & Jail History00:12:29 - Healing Relationship With Her Mother00:13:41 - Being Different as a Child00:17:30 - Learning Forgiveness00:22:01 - Being Controversial in the Trans Community00:25:17 - Transitioning at 20 Years Old00:27:07 - Coming Out to Her Family00:30:22 - Weed, Psychedelics & Self-Exploration00:32:16 - Following Jesus Instead of Religion00:39:27 - Beginning Her Spiritual Journey00:40:46 - Spiritual Experience That Changed Her Life

Dan Deming walks us through today's top three trades. He highlights Ford's (F) potential breakout setup, Corning's (GLW) strong AI-driven growth story, and Broadcom's (AVGO) continued upside after multiple analyst upgrades. Rick Ducat walks us through the key technicals in the stock charts. ======== 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

Cramer says he would trim his position in this materials stock following strong gains. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Chip-makers' stock gains push Nasdaq to its 11th record close of the year. Corning shares rise after announcing an investment from Nvidia. And strong international sales push Monster Beverage shares higher. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ben Watson breaks down the recent surge on Corning's (GLW) chart following news of its AI partnership with Nvidia (NVDA). Shares reached a new 52-week high and Ben shows how it broke above recent resistance around $177. On a longer-term chart, Ben does point to a bearish divergence developing with downward momentum trends countering the upward move in share prices. ======== 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

Plus: Nvidia invests $500 million in glassmaker Corning to boost AI infrastructure. And Uber reports higher revenue from growing trip volume and active users. Iman Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Corning and Nvidia partnered to open three optical manufacturing plants in the US, with Nvidia investing up to $2.7B. Morgan Stanley launched crypto trading on ETrade, Google tests a personal agent called Remy, and Meta builds an OpenClaw-inspired agent called Hatch.* Corning and Nvidia partner to open three advanced manufacturing plants in North Carolina and Texas dedicated to optical tech for Nvidia, creating 3,000+ jobs (CNBC) Morgan Stanley rolls out a crypto trading pilot on E*Trade, charging less than Coinbase, Robinhood, and Charles Schwab, ahead of a wider launch later in 2026 (Bloomberg) Sources and a document: Google is testing a "personal agent" codenamed Remy in the Gemini app that integrates with Google services to take actions for users (Business Insider) Sources: Meta is building an OpenClaw-inspired agent, internally called Hatch and powered by its Muse Spark model, and an agentic shopping tool in Instagram (The Information) OpenAI partners with Microsoft, AMD, Broadcom, Nvidia, and Intel researchers to detail the Multipath Reliable Connection (MRC) protocol to help scale compute (The Deep View) Learn more about your ad choices. Visit megaphone.fm/adchoices

Semi stocks on a tear, as AMD surges after earnings, and Nvidia powers the market higher after a partnership with fiber optics maker Corning. The latest chip trends leading the trade, and how much more these stocks can climb. Plus Some Disney magic after reporting, Joby Aviation takes off, and a global go-ahead… how progress in the Middle East is giving overseas markets room to run.   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.

The Club says this materials company will have a strong growth story through the decade. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Thomas and Tom discuss the price of memory and Nvidia's latest investment.  Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

MRKT Matrix - Wednesday, May 6th Dow surges 600 points, S&P 500 posts first close above 7,300 as traders hope for Iran deal (CNBC) Gulf States Fear an Emboldened Iran Is Taking Advantage of a Hesitant U.S. ⁠(WSJ) Higher Gas Prices Are Hitting Lower-Income Americans the Hardest ⁠(NYT) Nvidia to invest up to $3.2 billion in Corning as part of massive optical fiber deal with 3 new factories focused on AI (CNBC) Anthropic Commits to Spending $200 Billion on Google's Cloud and Chips (The Information) Anthropic, SpaceX announce compute deal that includes space development (CNBC) Meta Is Building an AI Agent Called ‘Hatch' and an AI Shopping Tool in Instagram (The Information) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Laura Donefer is known for artwork that pushes boundaries by exploring memory, assault, bereavement, joy and madness. Celebrated for her innovative, colorful blown glass and flameworked Amulet Baskets, the artist has been using glass as the primary medium in her work for over 40 years, all while teaching, promoting the glass arts worldwide, and producing her unforgettable Glass Fashion Show (GFS). Donefer has produced 15 of her extraordinary fashion shows, many for the Glass Art Society (GAS). In fact, at GAS Murano 2018, her remarkable and ground-breaking event included 33 glass costumes worn by models as they glided past thrilled onlookers through the canals of Murano, Italy.  Award-winning documentary filmmaker David Marshall of Blue Sky Projects Films has undertaken a years-long documentary project dedicated to capturing both the history of Donefer's GFS and the work artists are undertaking to present a captivating and memorable show at GAS's June 2026 conference to be held at the Corning Museum of Glass, Corning, New York. Writes Donefer's assistant and GFS participating artist, Jennifer Hand: "Ten years ago this June, Rik Allen stepped onto a catwalk at the Corning Museum of Glass in a full astronaut getup accompanied by David Bowie's Major Tom and changed my life forever. I found my community in the rapturous throng of creative, compassionate and collaborative humanity who cheered alongside me that night: Die-hard lovers of glass art united by the magnificent spectacle of Laura Donefer's Glass Fashion Show. It was my first Glass Art Society conference, and though the days before the grand finale had been filled with inspiring content and exciting connections, nothing could have prepared me for the cascading emotions I felt witnessing the wild, weird wonder of the artists who had spent years creating costumes for this one-night-only performance. It would have been inconceivable to me at the time, but two short springs later, I danced in my own glass costume on Murano's grand canal to an equally exuberant crowd. It may be challenging for those who have not had the pleasure of attending one of these happenings to fully appreciate their splendor, but for prior participants and audience members alike, the verdict is unanimous - there is nothing on earth like the GFS. Since Donefer hosted the inaugural show at the first Canadian GAS Conference in 1989, she has traveled around the world putting on versions of the event - including several at Corning, Toledo and Toronto, and one particularly raunchy romp in New Orleans. AACG member Beth Hylen, who has been in every glass fashion show except the first, credits the events with transforming her from a quiet librarian to a glassy diva. Hylen describes that experience as a "dream," saying, 'Strutting on the stage is so much fun. The energy behind the scenes is electric, and Laura encourages us to energize our performance on stage. I love working for months creating weird and wonderful wearable glass, and there's nothing like watching the artists who put so much time to create their creations seeing it all come together.' An evening of transcendent beauty is arguably an end goal in itself, but the GFS has impacts far beyond the moment when the last bow has been taken and the last shard of glass swept from the stage. In the years leading up to each fashion show, Donefer provides her encouragement, advice and mentorship to each participant, building a sense of community and modeling her style of unapologetically ebullient leadership to each new generation of GFS artists. GFS veterans seeing each other in the wild at glass world events have a unique bond, and, if we're being fair, an almost evangelical zeal to lure outsiders into the fandom. Neither Donefer nor the models and artists for the performance are compensated for their time, materials or travel to participate - they work their glassy magic into exquisite wearable art out of sheer love of the community and the desire to make the audience gasp in astonished joy.. When Donefer delivers lectures on the history of the Glass Fashion Show, she shares a multitude of stories from her decades leading this singular aspect of the glass field - friendships made, injuries narrowly avoided, and institutional boundaries skirted. Profound storyteller that she is, her lectures are equal parts entertaining and educational, but alone they cannot tell the full story of this cultural phenomenon. Recognizing the magnitude of Donefer's contribution to the trajectory of the glass community, award-winning film maker David Marshall of Blue Sky Projects Films has undertaken a years-long documentary project dedicated to capturing… the Glass Fashion Show…  Marshall has begun filming interviews with Donefer and her participating artists, including teams from Murano, Hilltop Artists in Tacoma and Project Fire in Chicago. Film crews will also be on hand in Corning this June to do cinematic justice to the detail and exquisite skilling of this year's costumes, which have been mandated by Donefer to be the most extravagant ever - headpieces, footwear, and head-to-toe glass on every model. Between the passion and labor of the artists and Marshall's thoughtful filmmaking, the documentary will properly honor and record the unparalleled contributions Donefer has made to glass history." Enjoy this podcast conversation with Donefer, Hand, and participating artists Susan Bloch and Hylen, about their memories of and contributions to the Glass Fashion Show. Supporters of Donefer's Glass Fashion Show are welcome and encouraged to donate via GoFundMe to help defray the costs of production. Executive Producer credits are available above a certain threshold of donation, and inquiries can be sent directly to Donefer at lauraglassfashion2026@gmail.com. To donate, please visit: https://gofund.me/3e4039468

Cramer explains how investors should view this materials giant post-earnings. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investigating interpersonal themes and the notion of community, Jen Elek is a studio artist and educator based in Seattle, Washington. She creates objects and installations of colorful glass and neon light employed as a form of non-verbal communication. Her most recent glass series titled Doliums is inspired by large Roman clay storage containers.  Elek received her BFA from Alfred University in Metal and Hot Glass sculpture in 1994, after training as a welder in Allentown, Pennsylvania. She was a student of Michael Scheiner, Dante Marioni, and Ann Wahlstrom at Pilchuck Glass School, and studied with Maestro Lino Tagliapietra at Haystack Mountain School of Crafts. In addition to creating her own work, Elek has assisted glass artists such as Dale Chihuly, Kiki Smith, Preston Singletary, and Tagliapietra, on whose team she worked as a key member for 15 years. A vibrant contemporary glass artist, she exhibits alongside artists of other mediums, breaking some of the barriers that have kept glass in the realm of craft and offering it as a worthy medium of contemporary art. A member of the Northwest artist community, Elek's involvement in art organizations includes: Pilchuck Glass School, the Museum of Glass in Tacoma, Hilltop Artists, and as a guest lecturer at the University of Washington in Seattle. Her work has been exhibited at the Museum of Glass in Tacoma, Tacoma Art Museum, Pittsburgh Glass Center, and Traver Gallery in Seattle. Elek maintains a studio in south Seattle with husband Jeremy Bert, a Pacific Northwest neon artist with whom she collaborated on their project Illuminated Forest as well as a permanent public installation titled The Illuminated Palouse for the Port of Seattle, located near the D gates at SeaTac International Airport. Utilizing blown furnace glass, Elek creates sculptural objects that display the material's ability to reflect, magnify and represent bold color. Traditional and innovative processes combine in her work to create colorful landscapes of glass. In the spring of 2017, she was awarded the Pilchuck Artist at Work Residency where she developed a new body of work titled Visual Fun, which highlighted the infallibility and vibrant colors of glass.  Elek has traveled to Canada, Japan, Australia, and throughout the United States teaching glassblowing workshops. In 2026 she will be an instructor at Tulsa Glassblowing School, Tulsa, Oklahoma, May 14 – 19, residency May 20 – 23; at UrbanGlass, Brooklyn, New York, June 23 – 27; and at the Studio of the Corning Museum of Glass, Corning, New York, August 31 – September 5. She will be a gaffer at Pilchuck Glass School, Stanwood, Washington, July 9 – 26.  

Cramer is reluctant to sell this materials company as it could keep rising. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.