Podcasts about csx

Jason Brown walks through today's Big 3 stocks, Nvidia (NVDA), Home Depot (HD), and CSX (CSX) and offers example options trades for each setup. He discusses growing competition for Nvidia, the headwinds facing Home Depot, and why CSX stands out as a reasonably-priced stock in the S&P 500 (SPX). Charles Schwab's Kevin Horner analyzes the technical charts to highlight key levels and market trends.======== 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: chip maker CXMT becomes the most valuable company listed in mainland China in its debut. And some U.S. companies plan to increase headcount despite AI fears. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcThe market is starting to crack... and the warning signs are getting harder to ignore. The Nasdaq has flipped bearish, bond yields keep climbing, the dollar is strengthening, and more stocks are quietly losing momentum beneath the surface. But even in a weak market... opportunities still exist if you know where to look.This conversation dives into how traders can use OVTLYR's Sector Intelligence Map to find stocks that are holding up while the broader market struggles. Instead of chasing headlines, the discussion walks through how institutional money rotates between sectors, why industry strength matters more than individual stock stories, and how to identify potential leaders before the next market recovery begins.One of the biggest lessons from this episode is that great traders don't wait for the perfect market—they adapt to the one they're given. Rather than forcing trades, the focus shifts toward following buy signals, respecting sell signals, understanding market breadth, and building a watchlist of stocks that are already showing relative strength before the crowd notices.There's also a full market breakdown covering SPY, Nasdaq, market breadth, bond yields, the U.S. dollar, oil, Apple's surprising strength, and several trade ideas including CSX, Rail, FCX, and BTE, along with a practical walkthrough of how to use sector rotation to uncover high-probability opportunities.✅ SPY, Nasdaq, market breadth, and bond yield analysis✅ Using the Sector Intelligence Map to find strong stocks✅ Apple, CSX, Rail, FCX, and BTE trade setups✅ Sector rotation, buy signals, and relative strength strategies✅ Risk management and building a smarter trading watchlistIf you've ever wondered how professional traders keep finding opportunities even when the market looks weak... this episode shows exactly how they stack the odds in their favor.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

In this episode of Money Matters, brought to you by Greenberg Financial Group in Tucson, Dean opens the show with three straight down weeks behind us and a market that has decided every headline is bad news. Google reported negative free cash flow for the first time in company history, investors headed for the exits, and the hyperscalers took it on the chin for spending money on the one thing everybody agrees is the future. We get into why capital expenditure became the fear trade, what $794 billion in projected 2026 spending across Amazon, Alphabet, Microsoft, Meta and SpaceX is actually telling us, and why not one CEO in the industry is calling a top. Dean spends his monologue on volatility and self-knowledge, which is really the same conversation. Memory chips, Intel's foundry buildout in Phoenix, the hyperscalers that keep getting punished for building, and the question every investor has to answer honestly before choosing a portfolio. Where is your stomach on this. He also walks through how ETFs can give you exposure to a volatile group with a smoother ride, and why diversification and risk tolerance still do more work than any single call. From there Dave, Todd, Dylan and Sebastian dig into a week where good news kept getting read backwards. Oracle hit a 52 week low right after signing a ten year, $8 billion Department of Defense contract. Intel posted its biggest revenue jump in 15 years and closed lower anyway. Meanwhile the quiet story of the year keeps going, with the equal weighted S&P 500 running ahead of the headline indexes while everyone watches the chips. We also look at what railroads and shippers like CSX are saying about the real economy, and why a 55 year low in unemployment claims is doing more to hold up interest rates than anything else. The back half is all planning. Hailey Glick joins us to walk through the deductions showing up on 2025 returns under the One Big Beautiful Bill, including no tax on tips up to $25,000, the overtime rules almost everyone gets wrong, the enhanced senior deduction for filers over 65, and the new car loan interest deduction that landed on its own Schedule 1A. Most of these phase out by income and most of them expire after 2028, which is exactly why we spend the rest of the segment on Roth conversions. We share a real client story about an 85 year old living in Belgium where the conversion math came down to two countries' current tax rates rather than a guess about future policy, because guessing is not a strategy. We also open up Trump accounts and what compounding actually looks like for a newborn, including the $1,000 government seed for children born 2025 through 2028, why any child under 18 can have one, and the Roth conversion opportunity waiting at age 18. Plus a Tucson fun fact about a street that is not a street and not an avenue either. Our next free interactive financial planning seminar is Friday, August 21st at La Paloma Country Club. Lunch is on us and you will see exactly what our planning process looks like, start to finish. Sign up at www.GreenbergFinancial.com under the resource tab. If you have been thinking about taking us up on the free financial plan, this is the kind of clarity it brings. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.  The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only.  A professional advisor should be consulted before implementing any of the options presented.   Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Andrew, Ben, and Tom discuss the Houthis targeting Saudi tankers Encelia and Layla in the Red Sea with Trump vowing to destroy a bridge or power plant for every Strait attack, a mixed AI earnings print with ServiceNow up 6% cementing itself as the AI control tower while Google fell 4% on heavy cloud spend without ad acceleration and TPU revenue pushed to 2027, STMicroelectronics dropping 14% on a big margin miss, strong railroad growth from CSX raising numbers with FCF up over 80%, Norfolk Southern posting solid revenue growth, the 30-year yield nearing 5.2%, the ECB holding rates at 2.25% while warning on energy inflation, Uber cutting 10% of customer service jobs, and Bessent moving to oust Fed Vice Chair Barr over SVB.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

In this episode, we kick things off by examining a major milestone in the autonomous trucking race as Pittsburgh-based Aurora Innovation ⁠launched its second-generation driverless hardware across ten commercial freight routes⁠ in the U.S. Sun Belt. Unlike its first-generation trucks, the new fleet is built to run with no passive observer at all, erasing what one Morgan Stanley analyst called "one of the last remaining asterisks around the technology." Engineered for a one-million-mile operating life and designed for volume production rather than pilot-scale trials, Aurora is leaning heavily on manufacturing partner Roush, which is targeting an annual production run-rate of one thousand trucks by year-end. Meanwhile, the nation's largest truckload carrier is declaring that a structural recovery is finally here. Knight-Swift Transportation ⁠reported second-quarter adjusted earnings per share of sixty-three cents, smashing consensus by twelve cents⁠ and coming in twenty-eight cents higher year-over-year. CEO Adam Miller credited aggressive regulatory enforcement by the Federal Motor Carrier Safety Administration and the Department of Transportation for forcing out non-compliant capacity and creating what the company called a "rapid progression in truckload market conditions." Contract rates climbed throughout the quarter, with revenue per loaded mile accelerating from low-single digits in April to eight percent in June, while Knight-Swift's tender rejection rate was twice the industry average. Finally, over on the rails, CSX is riding a powerful volume rebound to beat Wall Street expectations. The Jacksonville-based Class I railroad ⁠reported second-quarter revenue of three point nine four billion dollars, up ten point one percent year-over-year⁠, while earnings per share came in at fifty-four cents, beating analyst consensus estimates by four point two percent. Carload volumes improved by six point one percent, a dramatic swing from just zero point one percent growth a year ago, with intermodal traffic surging across CSX's eastern U.S. network. Free cash flow swung dramatically from negative one hundred fifteen million dollars in the second quarter of twenty twenty-five to positive six hundred eighty-seven million dollars this quarter. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining a major milestone in the autonomous trucking race as Pittsburgh-based Aurora Innovation launched its second-generation driverless hardware across ten commercial freight routes in the U.S. Sun Belt. Unlike its first-generation trucks, the new fleet is built to run with no passive observer at all, erasing what one Morgan Stanley analyst called "one of the last remaining asterisks around the technology." Engineered for a one-million-mile operating life and designed for volume production rather than pilot-scale trials, Aurora is leaning heavily on manufacturing partner Roush, which is targeting an annual production run-rate of one thousand trucks by year-end. Meanwhile, the nation's largest truckload carrier is declaring that a structural recovery is finally here. Knight-Swift Transportation reported second-quarter adjusted earnings per share of sixty-three cents, smashing consensus by twelve cents and coming in twenty-eight cents higher year-over-year. CEO Adam Miller credited aggressive regulatory enforcement by the Federal Motor Carrier Safety Administration and the Department of Transportation for forcing out non-compliant capacity and creating what the company called a "rapid progression in truckload market conditions." Contract rates climbed throughout the quarter, with revenue per loaded mile accelerating from low-single digits in April to eight percent in June, while Knight-Swift's tender rejection rate was twice the industry average. Finally, over on the rails, CSX is riding a powerful volume rebound to beat Wall Street expectations. The Jacksonville-based Class I railroad reported second-quarter revenue of three point nine four billion dollars, up ten point one percent year-over-year, while earnings per share came in at fifty-four cents, beating analyst consensus estimates by four point two percent. Carload volumes improved by six point one percent, a dramatic swing from just zero point one percent growth a year ago, with intermodal traffic surging across CSX's eastern U.S. network. Free cash flow swung dramatically from negative one hundred fifteen million dollars in the second quarter of twenty twenty-five to positive six hundred eighty-seven million dollars this quarter. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Dover Download podcast, Deputy City Manager Christopher Parker chats with Natalie Bogart, Deputy Director of the Northern New England Passenger Rail Authority (NNEPRA), which operates the Amtrak Downeaster.Bogart describes the Downeaster's reach: 12 station communities across three states, five daily roundtrips, and over 550,000 riders last year, about 30,000 of whom traveled to or from Dover. She highlights the service's diverse ridership — commuters, day-trippers, college students, and seniors and kids who ride at 50% off — plus a discount program for medical travelers.The conversation covers scheduling complexities (including why late-night Portland-area service, like return trips from Thompson's Point concerts, involves Amtrak, CSX, and NNEPRA), NNEPRA's ongoing 15-year service development plan, and priority infrastructure projects: relocating the Portland station onto the rail mainline and adding double-track sections to increase capacity and speed.Parker and Bogart also discuss Dover's partnership with NNEPRA, including grant funding for station improvements, wayfinding signage developed years ago, and the volunteer ambassador program that welcomes arriving passengers. Bogart notes that fares are affordable — $16 to $26 between Dover and Boston, as low as $8 to Old Orchard Beach — and describes onboard amenities such as business-class seating and the Downeast Cafe. She closes by encouraging listeners to visit AmtrakDowneaster.com to learn more about the Downeaster's station communities and submit feedback on future service.In This Week in Dover History, we look back at July 25, 1890, when the New Hampshire Supreme Court ruled that Dover's own Marilla Marks Ricker could be admitted to the state bar, the first woman in New Hampshire history to do so. A lifelong freethinker and suffragist, Ricker had already been the first woman to attempt to vote in Dover in 1870, and went on to practice law in Washington, D.C., where she was known as the "Prisoner's Friend." She ran for New Hampshire governor in 1910 and died in 1917, just before the 19th Amendment secured women's right to vote.

Transportation deal activity may be poised to rebound as freight markets stabilize after a prolonged downturn. Littlejohn & Co. Senior Operating Partner Farrukh Bezar joins Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow on this episode of the Talking Transports podcast to discuss how improving market conditions could reignite mergers and acquisitions across logistics. Drawing on his experience as former CSX chief strategy officer, Bezar explains why freight brokerage, forwarding, intermodal and AI-related logistics businesses are attracting investor interest, while emphasizing that exceptional management teams remain the foundation of successful investments. He also shares his outlook for the proposed Union Pacific–Norfolk Southern merger, North American rail growth opportunities and how AI infrastructure is creating new demand across transportation and supply chains.See omnystudio.com/listener for privacy information.

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

In this episode, we kick things off at the nation's busiest container gateway, where frontloading is fueling a massive early peak season surge. The Port of Los Angeles handled over 840,000 TEUs in May, up seventeen percent from a year ago, driven by strong inventory replenishment, concerns about fuel costs, trade-policy uncertainty, and preparation for upcoming retail seasons. Loaded imports surged twenty-six percent year-over-year, rebounding sharply from May 2025 when import traffic was severely undercut by Liberation Day tariffs on China. Meanwhile, the truckload market's upswing is officially ushering in driver pay hikes across the sector. Joliet-based carrier GP Transco increased pay for all company drivers by five cents per mile, pushing the upper end to seventy-two cents per mile, while Dubuque's Hirschbach announced a ten-cent per mile increase for over-the-road drivers. A supply-led trucking recovery has prompted the need for enhanced driver pay and perks, with heightened regulatory enforcement purging noncompliant drivers from the market since last fall. Finally, the Federal Railroad Administration is greenlighting expanded testing of high-tech track inspection systems as Class I railroads prepare for a major safety upgrade. The FRA recently approved a five-year waiver that lets railroads expand the use of Automated Track Inspection technology, which uses lasers, cameras, sensors, and ground-penetrating radar to scan tracks for defects. CSX plans to start using the waiver on July first, deploying the technology across over three thousand route miles, with early data showing ATI reduces track geometry defects by ninety percent in some cases. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off at the nation's busiest container gateway, where frontloading is fueling a massive early peak season surge. The Port of Los Angeles handled over 840,000 TEUs in May, up seventeen percent from a year ago, driven by strong inventory replenishment, concerns about fuel costs, trade-policy uncertainty, and preparation for upcoming retail seasons. Loaded imports surged twenty-six percent year-over-year, rebounding sharply from May 2025 when import traffic was severely undercut by Liberation Day tariffs on China. Meanwhile, the truckload market's upswing is officially ushering in driver pay hikes across the sector. Joliet-based carrier GP Transco increased pay for all company drivers by five cents per mile, pushing the upper end to seventy-two cents per mile, while Dubuque's Hirschbach announced a ten-cent per mile increase for over-the-road drivers. A supply-led trucking recovery has prompted the need for enhanced driver pay and perks, with heightened regulatory enforcement purging noncompliant drivers from the market since last fall. Finally, the Federal Railroad Administration is greenlighting expanded testing of high-tech track inspection systems as Class I railroads prepare for a major safety upgrade. The FRA recently approved a five-year waiver that lets railroads expand the use of Automated Track Inspection technology, which uses lasers, cameras, sensors, and ground-penetrating radar to scan tracks for defects. CSX plans to start using the waiver on July first, deploying the technology across over three thousand route miles, with early data showing ATI reduces track geometry defects by ninety percent in some cases. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Host Janet Michael sits down (virtually) with VDOT's Ken Slack for a wide-ranging update on major road improvement projects along Interstate 81 in Virginia's Shenandoah Valley. From bridge replacements to public meetings, Ken breaks down what drivers can expect in the months and years ahead. Topics Covered I-81 Widening at Strasburg Project is approximately 40% complete Key work includes replacing the southbound bridge over Cedar Creek and widening the span over the CSX railway Traffic expected to shift toward the median around August to allow the next phase of bridge work Bridge replacements are done in stages to keep traffic moving Emergency Bridge Repair in Woodstock A dump truck with its bed raised struck a bridge on Route 604 in Woodstock last fall; a tractor trailer collision followed VDOT replaced a steel support beam, requiring a temporary southbound closure Extensive outreach was coordinated across Shenandoah, Frederick, and Warren counties I-81 Bridge at Millwood (Exit 313) — Winchester Existing seven-lane bridge will be replaced with a nine-lane structure New bridge will be built just north of the existing one; traffic will shift when ready Surrounding improvements include turn lanes, auxiliary lanes, and pedestrian accommodations Project involves Routes 50, 17, and 522 — one of the most heavily traveled crossings on I-81 Winchester North Improvements (Mile Markers 317–319) Widening of approximately two miles of I-81 on the north end of Winchester Major reconstruction of Exit 317 (Martinsburg Pike/Route 11) Exit 317 will become a diverging diamond interchange — a new design for this part of Virginia Redbud Road relocation is already underway to make way for the project All work bundled under a single design-build contract Public meeting tentatively scheduled for late June — watch VDOT's website and social media for details How VDOT Selects Contractors Projects go out for competitive bid, typically with a 1–2 month window Complex projects may use a design-build approach, allowing contractors to bring innovation to the design Local/regional contractors often have a "home court advantage" with established resources and relationships Larger projects may attract contractors from outside Virginia Public Meetings & Community Input VDOT holds informal open-house style meetings — no podium, no formal testimony required Display boards, one-on-one conversations with engineers, and court reporters available Online surveys run simultaneously so anyone can participate remotely Public input genuinely shapes design decisions — local knowledge of traffic patterns is valued Oranda Park and Ride (Exit 298, Strasburg) Current gravel lot with ~43 spaces will be expanded to approximately 130 spaces Upgrades include full paving, striping, improved lighting, curbing, and a crosswalk across Oranda Road Construction bid awarded soon; work expected to begin summer 2026 No impact anticipated on Route 11 or I-81 traffic during construction Resources & Links improve81.org — Interactive map, project details, public meeting info, and updates on all I-81 capital improvement projects VDOT website — Search "VDOT projects" for information on all projects in the Staunton District Improve 81 Newsletter — Quarterly updates on I-81 CIP projects (sign up at improve81.org)

In this episode, we dive into the truckload sector where Knight-Swift is signaling a surprisingly bullish outlook on market fundamentals despite reporting a messy first quarter. We discuss how recent weather disruptions and fuel headwinds have exposed market tightness, leading the carrier to target high single to low double-digit rate increases during bid season. Shifting gears to the rails, we examine CSX's stronger first-quarter earnings, which were driven by a combination of lower costs and higher shipment volumes. The railroad's quarterly operating income surged 20%, heavily supported by a 6% jump in intermodal freight as customers sought relief from rising trucking and fuel costs. Finally, we explore the latest advancements in commercial fleet decarbonization by looking at the Shell Starship 3.0 natural gas truck. By utilizing a 15-liter natural gas engine, an aerodynamic carbon fiber cab, and off-the-shelf components, this vehicle achieved a massive two-and-a-half times improvement in freight efficiency. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we dive into the truckload sector where Knight-Swift is signaling a surprisingly bullish outlook on market fundamentals despite reporting a messy first quarter. We discuss how recent weather disruptions and fuel headwinds have exposed market tightness, leading the carrier to target high single to low double-digit rate increases during bid season. Shifting gears to the rails, we examine CSX's stronger first-quarter earnings, which were driven by a combination of lower costs and higher shipment volumes. The railroad's quarterly operating income surged 20%, heavily supported by a 6% jump in intermodal freight as customers sought relief from rising trucking and fuel costs. Finally, we explore the latest advancements in commercial fleet decarbonization by looking at the Shell Starship 3.0 natural gas truck. By utilizing a 15-liter natural gas engine, an aerodynamic carbon fiber cab, and off-the-shelf components, this vehicle achieved a massive two-and-a-half times improvement in freight efficiency. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we explore how CSX has curtailed operations at its major Chicago terminal to improve overall network efficiency and reduce transit times. We discuss the strategic shift of freight traffic to partner railways and the resulting union backlash surrounding the elimination of local yard jobs. Next, we head north to examine a massive wave of logistics investments sweeping across Canada, highlighted by a targeted $1.6 billion acquisition by Nippon Express. The country is also seeing major infrastructure expansions from Toyota, accelerated electric fleet rollouts from Coca-Cola, and enhanced cross-border compliance services. Finally, we break down how Triumph Financial posted a remarkably strong first quarter in its factoring division, successfully outperforming typical seasonal trends. We dive into the company's new core metrics focused on revenue growth and margins, as well as its successful integration of artificial intelligence to efficiently process millions of invoices. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Markets are transitioning from geopolitical risk and focusing more on earnings, says Kevin Green, pointing out the "oil higher, stocks higher" trend as a key indicator. Don't discredit headlines around the Strait of Hormuz, however, with KG pointing out reported attacks on oil tankers keeping energy disruption risks top of mind. When it comes to Wednesday's big earnings slate that includes Tesla (TSLA), ServiceNow (NOW), and IBM Corp. (IBM), KG highlights another name investor may miss: CSX Corp. (CSX). ======== 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

In this episode, we explore how CSX has curtailed operations at its major Chicago terminal to improve overall network efficiency and reduce transit times. We discuss the strategic shift of freight traffic to partner railways and the resulting union backlash surrounding the elimination of local yard jobs. Next, we head north to examine a massive wave of logistics investments sweeping across Canada, highlighted by a targeted $1.6 billion acquisition by Nippon Express. The country is also seeing major infrastructure expansions from Toyota, accelerated electric fleet rollouts from Coca-Cola, and enhanced cross-border compliance services. Finally, we break down how Triumph Financial posted a remarkably strong first quarter in its factoring division, successfully outperforming typical seasonal trends. We dive into the company's new core metrics focused on revenue growth and margins, as well as its successful integration of artificial intelligence to efficiently process millions of invoices. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Supply Chain Connections, Brian Glick sits down with John Anderson, Operating Partner at Greenbriar Equity, to unpack the role of private equity in the transportation and logistics industry. John shares insights from over two decades of investing in and operating supply chain businesses, offering a clear view into how private equity firms evaluate companies, create value, and drive growth.The conversation explores what private equity really means for companies and employees, how leadership and culture impact outcomes, and where technology—especially AI—is shaping the future of logistics.Key topics discussed include: What private equity firms do and how they invest in logistics companies How value is created through growth, operations, and M&A strategies Why combining companies can unlock cost and revenue synergies The importance of leadership, culture, and decision-making in PE-backed businesses How employees can better understand and adapt to private equity ownership The evolving role of technology and AI in supply chain operations Why AI is more about better decision-making than just cost reduction How time horizons influence investment decisions and company strategy The long-term outlook for logistics and the role of capitalism in industry growthJohn also shares his perspective on how innovation, data, and automation are reshaping the industry—and why logistics remains one of the most dynamic and essential sectors in the global economy.About the Guest:John Anderson is an Operating Partner at Greenbriar Equity, where he focuses on investing in and growing transportation and logistics companies. With over 25 years of experience in private equity and a background that includes leadership roles at Fenway Partners, BNSF, CSX, and McKinsey & Company, John brings deep industry expertise across operations, strategy, and M&A.Discover Greenbriar EquityConnect with BrianFollow Chain.io on LinkedIn

In "Smarter Landside Logistics", Joe Lynch and Brian Kobza, Chief Commercial Officer at IMC Logistics, discuss leveraging IMC's asset-based capacity, actionable visibility, and end-to-end services—all underpinned by strong relationships—is essential for achieving greater control and cargo velocity in the critical first and last mile of the supply chain. About Brian Kobza Brian Kobza is the Chief Commercial Officer at IMC Logistics, with over 20 years of experience in the transportation and supply chain industry. His expertise covers various aspects of the sector, including positions at marine terminals, ocean carriers, ports, and landside logistics companies. In his current role, he oversees all commercial activities and new initiatives to ensure profitability and market leadership through a focus on customer experience and cargo velocity. Brian firmly believes that relationships are vital in this industry, and that enterprise growth and supply chain efficiency can be attained through fostering deeper customer relationships and partnerships. Prior to his appointment with IMC Logistics, Brian served in operational and commercial roles at Global Container Terminals, The Port of Virginia, CSX, Hyundai Merchant Marine, and Maersk. In addition to professional roles, Brian holds volunteer positions as the 2025 President for the Traffic Club of New York and as an Advisory Board Member at the Massachusetts Maritime Academy. Brian is a proud alumnus of the Massachusetts Maritime Academy, where he earned a BS in Marine Engineering and secured his United States Coast Guard 3rd assistant engineer's license. Further enhancing his business acumen, Brian obtained an MBA in International Business from Amberton University. About IMC Logistics IMC Logistics provides smarter landside logistics, giving clients greater control through the first and last mile. Starting as a regional drayage provider with just one truck and one driver, IMC Logistics has grown across the U.S. to be a leading marine drayage operator in the U.S. IMC Logistics provides drayage, container storage, transloading, intermodal rail, chassis provisioning, project logistics, SmartStacks and destination cargo management services. IMC Logistics delivers their clients' supply chains with actionable visibility, asset-based truck capacity, industry leading sustainability, and long-established regional expertise across the nation. Key Takeaways: Smarter Landside Logistics In "Smarter Landside Logistics", Joe Lynch and Brian Kobza, Chief Commercial Officer at IMC Logistics, discuss how to achieve greater cargo velocity, supply chain efficiency, and market leadership by leveraging actionable visibility, asset-based capacity, and deeper customer relationships across the first and last mile. Freight Market Reality: The industry is currently navigating an unprecedented 3.5-year freight recession, emphasizing the critical need for operational discipline and stable partnerships to ensure market survival and cargo velocity. The IANA Imperative: The Intermodal Association of North America (IANA) and the IANA Expo 2025 in Long Beach are essential for the intermodal industry, serving as the primary platform for crucial collaboration, shared insights, and showcasing future-focused technology. Relationships Drive Efficiency: Fostering deeper customer and partner relationships is the most vital philosophy for achieving both enterprise growth and significant supply chain efficiency across the first and last mile. IMC's Asset-Based Leadership: IMC Logistics, the largest drayage provider in the USA, demonstrates that true "smarter landside logistics" means leading with asset-based truck capacity, ensuring reliable service and market stability. Actionable Visibility: Modern logistics demands more than simple tracking; the key differentiator is providing actionable visibility—data that enables clients and partners to make immediate, informed decisions, thereby improving predictability. Combating Industry Risks: A major focus must be placed on deploying robust strategies to combat growing threats like freight fraud, cargo theft, and cyber-security vulnerabilities to protect supply chain integrity and valuable assets. Sustainability Leadership: Integrating industry-leading sustainability is a core requirement; IMC, as a market leader, is driving this by investing in EV and Hydrogen drayage vehicles at the Port of Long Beach to significantly reduce emissions. Cargo Velocity Mandate: Smarter commercial strategy must be anchored in two non-negotiable goals: rapidly increasing cargo velocity and maintaining a relentless focus on the superior customer experience. Learn More About Smarter Landside Logistics Brian Kobza | Linkedin IMC Logistics | Linkedin IMC Logistics | YouTube IMC Logistics | Video IMC Logistics (@imclogistics) | Instagram photos and videos IMC Logistics | Facebook Drayage and Landside Logistics | IMC Logistics Cargo Security | IMC Logistics The Intermodal Industry's Next Chapter: A Chat with IMC's Donna Lemm The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

Cleanup of the Dunnellon railroad ties fire continues, and Marion County is working with the state and CSX to make sure all hazardous materials are removed. Commissioner Carl Zalak on cleanup progress, plus county efforts to preserve rural horse farms vs rapid urban area growth.

Block's (XYZ) earnings and layoff announcement added more uncertainty to AI's impact on the jobs market, though StocksToTrade's Tim Bohen sees opportunity in it and related companies. He then turns to CSX Corp. (CSX) and its "reindustrialization" of America. On AST Spacemobile (ASTS), Tim sees it as a space industry leader and acting as a sympathy play to SpaceX. Rick ducat offers extensive technical analysis in all three 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

StocksToTrade's Tim Bohen is back for another round of Big 3 picks to close the trading week. He explains his "contrarian take" on Rivian (RIVN), why CSX Corp. (CSX) has room to run in the rail trade, and how Applied Materials (AMAT) offers an unsung tech opportunity. Rick Ducat backs Tim's analysis with an in-depth look into bearish and bullish stock trends to watch. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The Teamsters union has filed a lawsuit to block a new driver choice program at UPS, calling the voluntary buyouts an illegal move to eliminate jobs. Union leaders argue the plan violates their contract, while the company maintains the program is voluntary and necessary to cut costs. A trucking company has agreed to a settlement regarding a deaf driver who was refused employment despite being qualified. Wilson Logistics will pay $50,000 and must implement new training and hiring procedures to comply with the ADA. CSX is making a major investment in its fleet by signing a $670 million deal to acquire and modernize locomotives. The railroad expects the high-tech engines to improve fuel efficiency and reliability starting later this year. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

The Teamsters union has filed a lawsuit to block a new driver choice program at UPS, calling the voluntary buyouts an illegal move to eliminate jobs. Union leaders argue the plan violates their contract, while the company maintains the program is voluntary and necessary to cut costs. A trucking company has agreed to a settlement regarding a deaf driver who was refused employment despite being qualified. Wilson Logistics will pay $50,000 and must implement new training and hiring procedures to comply with the ADA. CSX is making a major investment in its fleet by signing a $670 million deal to acquire and modernize locomotives. The railroad expects the high-tech engines to improve fuel efficiency and reliability starting later this year. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Farrukh Bezar and Railway Age Editor-In-Chief William C. Vantuono discuss the proposed Union Pacific-Norfolk merger to create the first east-west transcontinental Class I railroad in the U.S. Bezar offers his views on market conditions and the regulatory environment, truck-to-rail conversion, rail-to-rail competition and how the merger could impact the North American rail industry, among other topics of interest. Farrukh Bezar has more than 30 years of consulting, investment and industry experience in the transportation, logistics, financial services and supply chain industries. His areas of expertise include strategic planning and growth strategy, operations improvement, sales effectiveness and mergers and acquisitions support. A Partner at Littlejohn & Company, an integrated private equity and special situations investor focused on industrial and services companies in North America, Bezar is a strategic advisor, board member and investor across the transportation and logistics sector. Bezar spent five years at CSX as Chief Strategy & Innovation Officer and Senior Vice President, Marketing. Launching his career as a Senior Analyst, Intermodal Marketing & Sales at the Santa Fe Railway, he has also held senior-level positions at The Clarendon Group, Oliver Wyman, A.T. Kearney and Booz Allen & Hamilton. He also was a Founding Partner of Miami-based Lynwood Capital Partners. Farrukh Bezar is a featured speaker at the Railway Age “Next-Gen Freight Rail Conference” at the Union League Club of Chicago, March 10, 2026. Confirmed participants include Jim Vena (UP), Mark George (NS), Keith Creel (CPKC), Tracy Robinson (CN), Tom G. Williams (BNSF), Patrick Fuchs and Michelle Schultz (STB), and 2026 Railroader of the Year John Orr.

Welcome to the American Railroading Podcast! In this, our first episode of Season 4, our host Don Walsh is our guest. Don takes us on a journey through 2025 and gives us a recap of each of the podcast episodes from Season 3 along with a look behind the scenes and shares his thoughts not heard before on the episodes themselves. Don also discusses audience feedback and his favorite moments from Season 3, after which he gives his thoughts on where the industry is headed in 2026 and some hints on where the podcast is headed in Season 4. Tune in to this episode to gain valuable insights and broaden your understanding of American Railroading! You can find this episode including episode videos and more on the American Railroading Podcast's official website at www.AmericanRailroading.net . Welcome aboard!KEY POINTS: The American Railroading Podcast remains in the Top 10% of all podcasts globally with a 300% increase in downloads in the last year!The STB offers Stakeholder Committees including the Railroad Shipper Transportation Advisor Council, the Rail Energy Transportation Advisory Committee, the National Grain Car Council and the newly created Passenger Rail Advisory Committee.President Trump's proposed plan to improve the economy and reduce inflation is said to be like spokes on a wheel including reducing the cost of energy by increasing production, reducing government spending, reducing regulations and restrictions, reducing taxes and bringing manufacturing back to the U.S.While intermodal railcars make up only 4% of the U.S. national fleet, 48% of all U.S. rail traffic is generally intermodal rail shipments.Using Ai technology, the Duos Technologies - Railcar Inspection Portal (RIP) can inspect railcars at operating speeds from 3 MPH to 125 MPH, and report findings within 60 seconds.Most new tank car builds (at this time) are due to replacement needs as tank cars age out.Today there are approximately 2 million registered railcars in the U.S. national fleet, of which 22% (or 440,000) are tank cars, all of which require HM-216b qualification at regular intervals.Founded in 1838, Galveston, an island port city in Texas, quickly became the major hub for trade and immigration for not only Texas, but the entire southwest United States, and was the home of the first operating railroad in Texas, founded in 1850.The issue with tariffs isn't whether they're good or bad, it's that they keep fluctuating, they're not consistent, which makes it hard for businesses to plan.While there are 6 Class 1 railroads in the U.S. (UP, BNSF, CSX, NS, CN, and CPKC), there are 603 short line railroads.The AAR establishes safety, security and operating standards that provide seamless and safe operations across America's nearly 140,000-mile freight rail network.Don Walsh gives his opinion of the industry outlook for 2026!LINKS MENTIONED:

A Conversation About Infrastructure, Innovation, and Community Input The Shenandoah Valley's roadways are undergoing a massive transformation. In this episode of The Valley Today, host Janet Michael talks with Ken Slack, Communications Specialist for VDOT's Staunton District, to discuss the ambitious construction projects reshaping how residents travel through the region. What emerged was a fascinating look at the complex planning, engineering challenges, and community collaboration required to modernize aging infrastructure. Tackling the 81 Corridor's Toughest Stretch The conversation began with one of the most challenging sections of Interstate 81: the Strasburg corridor between exits 296 and 300. This area stands out as one of the few places along the entire interstate—from the West Virginia line to Tennessee—that features a left-hand exit for southbound traffic. Ken explains that this unusual configuration, combined with the junction of two major interstates, creates significant safety and congestion issues. Currently, the project sits at approximately 25-30% completion, with about a year of construction already completed and two and a half years remaining. The scope involves widening four miles of interstate from two lanes to three in each direction, while simultaneously addressing critical infrastructure needs. Workers are replacing the southbound bridge over Cedar Creek at the Warren-Shenandoah County line and widening the southbound bridge over the CSX railway. However, bridge work presents unique challenges. As Ken points out, VDOT could build bridges much faster if they could simply close them to traffic. Instead, contractors must maintain two lanes in each direction during peak hours, relegating most construction work to nighttime and overnight hours. This careful choreography ensures traffic keeps flowing while progress continues beneath the surface. The Science Behind the Projects VDOT doesn't randomly select improvement projects based on complaint volume or accident counts. Instead, the agency relies on comprehensive data analysis and community engagement. The 2018 Interstate 81 Corridor Improvement Program study exemplifies this approach. Throughout that year, VDOT collected extensive traffic data, examining crash rates, crash severity, backup frequency, and person-hours of delay—what Ken jokingly calls "VDOT nerdism." Moreover, the agency conducted multiple public input sessions during spring, summer, and fall. These meetings served a dual purpose: presenting data-driven hotspot maps while gathering firsthand experiences from daily commuters and long-haul truckers. This collaborative approach identified 65 initial projects ranging from small-scale improvements like extending acceleration ramps to major widening initiatives now underway in Strasburg, Harrisonburg, and Winchester. Importantly, VDOT's planning doesn't stop with current projects. A 2025 study has already identified the next round of priorities, ensuring continuous improvement rather than simply completing the current list and moving on. Front Royal's South Street Gets Attention Meanwhile, in Front Royal, VDOT is addressing traffic flow issues along South Street near the Royal Plaza Shopping Center. The problem area centers on the intersection where Commerce Avenue meets South Street, particularly affecting drivers who turn right from Route 340 onto South Street and immediately need to turn left into the shopping center. The limited space creates backups that extend toward the main intersection, prompting VDOT to explore solutions. Should the entrance move to the next intersection? Can the current configuration be modified to improve safety and reduce congestion? These questions drove VDOT to hold a public hearing on January 14th at the Front Royal library. Ken emphasizes that VDOT brings plans that look good on paper but remain open to revision based on community feedback. Several dozen residents attended the meeting, expressing support for some elements while raising concerns about others. This input proves invaluable, as local residents often identify issues that traffic studies conducted on specific days might miss—like Janet's example of the radio station's Camping for Hunger event, which creates unique traffic patterns. Furthermore, VDOT must coordinate with property owners whose businesses depend on customer access. Changes to South Street directly impact how patrons reach the Royal Plaza Shopping Center, making collaboration with property owners essential to the project's success. A Bridge Too Big to Ignore Perhaps the most ambitious project on the horizon involves replacing the bridge over Interstate 81 near Winchester, where Millwood Avenue curves toward its intersection with Route 522. This aging structure, which has stood for at least 50 years, currently spans seven lanes. The replacement will accommodate nine lanes, creating what Ken describes as an "enormous" structure. The project actually combines two separate initiatives: improvements within Winchester city limits and the bridge replacement itself. VDOT assumed responsibility for both projects to ensure coordination and prevent conflicting work zones. By building the new bridge slightly to the north, contractors can maintain traffic flow during construction rather than narrowing the roadway to one lane in each direction—a scenario Ken jokes would have residents "running away from the pitchforks." This bridge exemplifies a broader challenge facing Interstate 81. Since most of the corridor was constructed between the late 1950s and 1960s, numerous bridges now range from 50 to 70 years old. While VDOT's vigorous maintenance program extends their lifespan, every bridge eventually requires replacement or significant rehabilitation. The agency evaluates each structure individually, determining whether full replacement or widening with superstructure rehabilitation makes more sense. Weather, Incentives, and Reality Construction timelines must account for weather impacts, particularly during multi-year projects spanning several winters. Ken acknowledges that major snowstorms or tropical systems can shut down work for a week or more. Nevertheless, VDOT has refined its contract documents over decades to accurately predict workable days throughout the year. Additionally, the agency builds incentives into contracts, particularly for projects with significant traffic impacts. The recently completed Rockland Road bridge project demonstrates this approach's success. The contractor finished ahead of schedule, earning maximum incentive payments. Ken notes that VDOT happily writes these checks because early completion benefits the entire community. Conversely, contracts also include penalties for late completion, creating a balanced system that motivates timely project delivery while accounting for legitimate weather delays. Keeping the Public Informed Throughout the conversation, Janet praised VDOT's website, which maintains detailed project pages for dozens of active initiatives. These pages track projects from early design stages through construction completion, providing timelines, cost projections, public hearing information, and opportunities for feedback. Ken explains that his team dedicates considerable effort to keeping these pages current. Residents can easily find relevant projects by searching "VDOT projects" and selecting the Staunton District, which covers Warren, Frederick, and surrounding counties. The site even includes construction photos showing progress over time. Janet shared her own experience using the website to research the Winchester bridge project after noticing construction activity. Within minutes, she found comprehensive information about plans and timelines, allowing her to plan alternative routes during future construction phases. Your Voice Matters Beyond the website, VDOT operates a 24/7 customer service center staffed by real people who typically answer within seconds. Ken dispels common misconceptions about endless hold times or automated systems. When residents report potholes, sight distance issues, or other concerns, the center generates work orders requiring action from appropriate teams. While not every reported issue results in immediate fixes—some investigations reveal no problem or explain why certain actions aren't feasible—every request receives attention and follow-up. VDOT even contacts property owners when vegetation or structures impede sight distance or extend into the right-of-way, working collaboratively to find solutions that ensure everyone's safety. Looking Ahead As the conversation concluded, both Janet and Ken acknowledged the uncertainty of winter weather—they were recording on a Tuesday afternoon with potential snow in the forecast for the following days. Yet this uncertainty mirrors the broader challenge of infrastructure improvement: balancing immediate needs with long-term planning, maintaining traffic flow during construction, and incorporating community input into data-driven decisions. The projects discussed represent just a fraction of VDOT's ongoing work across the Shenandoah Valley. From the complex Interstate 81 widening near Strasburg to the South Street improvements in Front Royal and the massive bridge replacement near Winchester, these initiatives share common threads: careful planning, public engagement, and commitment to improving safety and reducing congestion. For Valley residents, these projects mean temporary inconvenience in exchange for long-term benefits. The key lies in staying informed through VDOT's project pages, participating in public hearings, and understanding that today's construction zones become tomorrow's safer, more efficient roadways. As Ken reminds listeners, VDOT isn't just completing a checklist—they're continuously identifying and addressing the next generation of infrastructure needs, ensuring the Valley's roads serve the community for decades to come.

The industrial economy flashes a warning sign as⁠ CSX reports a dip in revenue⁠ and pivots back to a strategy of strict cost discipline. Executives cite subdued demand as the primary driver for⁠ abandoning previous growth targets⁠ in favor of efficiency. In the brokerage sector, the⁠ sudden collapse of the R&R Family of Companies⁠ serves as a brutal cautionary tale about rapid expansion and cash burn. Former employees reveal how⁠ failed acquisitions and maintenance costs⁠ spiraled into a crisis that left drivers stranded. Legal risks for 3PLs escalate after a Texas court rules⁠ Landstar is fully liable for a $23 million accident verdict⁠, overturning a previous jury decision. This ruling intensifies the stakes for an upcoming⁠ Supreme Court decision on broker liability⁠ regarding the federal preemption of state negligence claims. On the infrastructure front, Congress advances a spending package that includes⁠ a record $200 million for truck parking⁠ to improve safety and retention. Meanwhile, the adoption of electric trucks gets a boost through⁠ a new charging partnership⁠ aimed at achieving cost parity with diesel on major freight corridors. ⁠Follow the FreightWaves NOW Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The industrial economy flashes a warning sign as CSX reports a dip in revenue and pivots back to a strategy of strict cost discipline. Executives cite subdued demand as the primary driver for abandoning previous growth targets in favor of efficiency. In the brokerage sector, the sudden collapse of the R&R Family of Companies serves as a brutal cautionary tale about rapid expansion and cash burn. Former employees reveal how failed acquisitions and maintenance costs spiraled into a crisis that left drivers stranded. Legal risks for 3PLs escalate after a Texas court rules Landstar is fully liable for a $23 million accident verdict, overturning a previous jury decision. This ruling intensifies the stakes for an upcoming Supreme Court decision on broker liability regarding the federal preemption of state negligence claims. On the infrastructure front, Congress advances a spending package that includes a record $200 million for truck parking to improve safety and retention. Meanwhile, the adoption of electric trucks gets a boost through a new charging partnership aimed at achieving cost parity with diesel on major freight corridors. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, host Walt Bleser sits down with Jared Hopewell, AVP, Communications & Signals at Norfolk Southern, and Jason Schrader, Assistant Chief Engineer at CSX, to introduce what attendees can expect at the Communications, Signals & Information Technology (CS&IT) Symposium in Jacksonville, FL, March 3–5. The event will feature immersive field trips and presentations that cover the past, present, and future of the industry. If you're involved in rail technology or curious about where the industry is headed, this Symposium is the place to be. They also discuss the collaborative efforts of CS&IT Committees to advance safety signaling, an industry-wide initiative. Key topics include Positive Train Control and the growing role of AI in inspections, efficiency, and day-to-day operations. This is just a preview. Listen now to hear the full story behind the people and ideas driving these innovations and get all the details you need to join the conversation at the Symposium.

In this episode of the FreightWaves Morning Minute, we discuss how activist investor Ancora carves out a niche in the transportation sector by forcing shakeups at major companies like C.H. Robinson and CSX. Ancora director Conor Sweeney highlights the firm's strategy to drive returns by replacing leadership and restructuring boards at underperforming logistics giants. We also analyze recent trade statistics showing that while global demand grew, U.S. container traffic fell in November due to ongoing trade tensions. Import volumes in North America dropped nearly 4% for the eighth consecutive month, sharply contrasting with double-digit growth seen in regions like sub-Saharan Africa. Additionally, the show covers the latest employment figures as truck transportation jobs remained flat in December, hitting their lowest point in four and a half years. This stagnation in the trucking sector is accompanied by a significant drop in warehouse jobs, which have plummeted by over 150,000 from their peak in 2022. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the FreightWaves Morning Minute, we discuss how activist investor Ancora carves out a niche in the transportation sector by forcing shakeups at major companies like C.H. Robinson and CSX. Ancora director Conor Sweeney highlights the firm's strategy to drive returns by replacing leadership and restructuring boards at underperforming logistics giants. We also analyze recent trade statistics showing that while global demand grew, U.S. container traffic fell in November due to ongoing trade tensions. Import volumes in North America dropped nearly 4% for the eighth consecutive month, sharply contrasting with double-digit growth seen in regions like sub-Saharan Africa. Additionally, the show covers the latest employment figures as truck transportation jobs remained flat in December, hitting their lowest point in four and a half years. This stagnation in the trucking sector is accompanied by a significant drop in warehouse jobs, which have plummeted by over 150,000 from their peak in 2022. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Daily, we uncover why many freight brokers are structurally losing roughly $19 on every load despite seemingly stable contract rates. We break down the "negative operating leverage trap" detailed in How are Freight Brokers Staying Afloat? that is forcing companies to burn cash while desperately chasing volume. The conversation shifts to the rail sector, where CSX lays off 5% of management staff, furloughs conductors in a move that signals a permanent shift toward leaner operations. These deep cuts reflect a broader industry trend of redrawing profitable baselines amidst challenging economic conditions and declining high-margin traffic. Regulatory pressure is also intensifying, as the DOT strips California of $160M over foreign truckers for failing to revoke thousands of unlawfully issued commercial driver's licenses. This systemic collapse in the state's licensing process threatens to tighten capacity further in the stressed West Coast freight market. We also examine compliance risks, highlighting a case where an air cargo contractor reimburses Postal Service for fraudulent billing after falsifying delivery scans to avoid late penalties. This recurring pattern of fraud underscores the rigorous compliance demands fleets must manage alongside financial pressures. Physical risks are escalating as well, with new analysis on Minneapolis, 1992, and What Fleets Need to Know About the Insurrection Act as state and federal tensions create volatile conditions for urban logistics. Fleet operators are urged to prioritize real-time visibility and safety training to navigate these potential disruptions effectively. Finally, we look at market data where U.S. Bank, DAT launch quarterly truck freight rates report showing that carrier capacity is quietly shrinking while contract rates hold steady. This disconnect raises the critical question of which sector will force a necessary margin reset in the coming year. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s our annual Bold Predictions episode. We score our 2025 calls (BCE’s dividend cut, the CAD move, and the SHOP vs. RY market-cap battle), then lay out measurable 2026 predictions: mega-cap AI names potentially facing capex fatigue, an “anti-AI” basket of incumbents looking set for mean reversion, a possible management reset at CNI with buybacks paused to prioritize debt reduction, and Dan’s call for the TSX to beat the S&P 500 and Nasdaq again. We close with Braden’s spiciest take: despite incredible momentum, Palantir’s valuation leaves it vulnerable to a sharp drawdown in 2026. Tickers of stocks discussed: BCE.TO, SHOP.TO, RY.TO, NVDA, GOOGL, MSFT, AMZN, META, ORCL, INTC, AIQ, CSU.TO, DSG.TO, TRI, ADBE, CRM, ACN, QXO, CNR.TO, CP.TO, UNP, CSX, WSP.TO, PLTR, DKNG, FLUT, HOOD, COIN, CME 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.

In today's episode, we analyze the Department of Transportation's recent move to sideline 9,500 truck drivers for English-language violations. Critics warn that this crackdown may be distracting from larger problems regarding fraudulent CDLs and foreign labor exploitation. We also discuss a pivotal Supreme Court case where a bipartisan group of attorneys general is challenging protections for freight brokers. If successful, this push could force brokers to face state liability claims for negligent carrier selection. In corporate news, Enterprise Mobility is expanding into the heavy-duty market by acquiring Hogan, while Heartland Express integrates CFI's operations to improve profitability. We also cover CSX's decision to ground its entire corporate jet fleet as the railroad faces financial headwinds. Market volatility remains high as Laredo carrier Texas International Enterprises files for Chapter 11 bankruptcy. To help you navigate these shifts, we preview the upcoming FreightWaves Roadshow, designed to equip logistics professionals with strategies for resilience. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the American Railroading Podcast! In this episode our host Don Walsh is joined by guest Chuck Baker, President of the American Short Line & Regional Railroad Association (ASLRRA). Together they discuss the story of the American short line railroads including their origins, their near demise due to regulations and increased trucking, their re-birth after deregulation, their significant role and impact on the U.S. economy, the effect of a government shutdown on the industry, and much more. Tune in to this episode to gain valuable insights and broaden your understanding of American Railroading! You can find this episode and more on the American Railroading Podcast's official website at www.AmericanRailroading.net , and watch our YouTube Channel at the link below. Welcome aboard!KEY POINTS: The American Railroading Podcast remains in the Top 10% of all podcasts globally, now downloaded in 58 countries around the world, on 38 podcast platforms!Although growing up in Baltimore, MD., Mr. Baker is a graduate of Rice University in Houston, TX.Prior to becoming President of the ASLRRA, Chuck was a lobbyist specializing in government affairs in Washinton, DC for 15 years representing railroad clients before the Federal Government, including Congress & administrative agencies such as the DOT,FRA, STB, DHS & TSA.Don and Chuck discuss what criteria determines a Class 1 railroad.A short line railroad's role is to be the “First Mile, Last Mile” provider to local and regional businesses and communities, working in conjunction with Class 1 railroads.While there are 6 Class 1 railroads in the U.S. (UP, BNSF, CSX, NS, CN, and CPKC), there are 603 short line railroads.Short line railroads are a great American success story, employing 17,800 employees nationwide, contributing significantly to the U.S. economy.Chuck shares his opinion on the effect of a government shutdown on the railroad industry.The ASLRRA offers its members not only advocacy, but also training, grant assistance, disaster preparedness, education funds & industry scholarships, environmental initiatives, webinars, industry events, and more.If you like what we do, please leave us a 5-Star Review…and please Share the episode!LINKS MENTIONED: https://www.americanrailroading.nethttps://www.therevolutionrailgroup.com https://www.youtube.com/@americanrailroadingpodcast https://www.buymeacoffee.com/dwalshX https://www.enviroserve.com https://www.ASLRRA.org

The Great Freight Recession continues its relentless purge in the carrier sector, claiming Illinois-based VIB Trans, a 29-truck carrier, as the ⁠latest casualty to file for Chapter 11 amid deeply depressed spot rates and relentlessly high operating costs⁠. This pain is accelerating due to an 18% drop in freight volumes coupled with immense overcapacity, driven by 310,000 new trucks and 200,000 new CDLs added to the system since 2019. Strategic experts are anticipating the ⁠Largest capacity purge in history coming⁠ as new regulations tighten enforcement around non-domiciled CDLs and ELP requirements. This regulatory squeeze could eliminate up to 600,000 active drivers from the system, potentially leading to sharp volatility spikes and market rationalization that ultimately benefits surviving carriers with higher pay and increased freight rates. While carriers fight for survival, the brokerage world is thriving, ⁠C.H. Robinson again is strong, and Wall Street throws roses⁠ after the company posted extremely strong third-quarter performance, including a 22.6% increase in income from operations. C.H. Robinson's core North American Surface Transport segment successfully grew combined truckload and LTL volume by 3%, demonstrating significant market share growth against a declining industry benchmark. In strategic updates, ⁠UPS is reversing its costly insourcing strategy for low-budget shipments⁠, tentatively agreeing to UPS, Postal Service to reunite for delivery of low-budget shipments via the USPS last-mile network. This reversal acknowledges that UPS's internal cost structure struggled to compete, especially after Ground Saver volume plummeted nearly 33% year-over-year. Internationally, the U.S. and China suspended ⁠punitive reciprocal fees on docking ships for one year amid trade talks⁠, which were originally imposed to revive U.S. shipbuilding. Plus, we cover immediate executive changes at CSX as CEO Steve Angel switches up leadership, ⁠naming Kevin Boone CFO and promoting Mary Clare Kenny to Chief Commercial Officer⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

We analyze CSX's recent Q3 earnings, noting that while adjusted operating income fell 8% due partly to a non-cash write-down and export coal decline, the operational story shows significant strength. The railroad is running better than ever, reporting a 1% growth in overall volume fueled by a robust 5% surge in intermodal traffic, alongside key operational improvements like an 8% decrease in terminal dwell time. Global markets continue to see chaos, as trans-Pacific container freight rates plummet due to overcapacity and worsening US-China trade friction, causing Asia-US West Coast rates to fall to pre-pandemic levels. Furthermore, the UN's International Maritime Organization postponed action on a global carbon tax following US opposition, a delay analysts warn risks stalling green investments and potentially leading to higher future freight rates down the line. Domestic capacity tightness is intensifying at the US-Mexico border, driven by policy changes like the pause on new foreign commercial driver visas and new English proficiency interviews, leading to a massive 18% jump in Laredo's Outbound Tender Reject Index. Compounding the labor issue, the industry is seeing a strong push to reimplement rigorous CDL training centered on the crucial Smith System's five key principles, arguing that proactive human override is essential for safety over the current priority of speed of qualification. On the equipment innovation front, Wabash National is expanding its Trailers as a Service platform with the new offering, TaaS Pools, designed to provide short-term, on-demand capacity for maximum flexibility, particularly for 3PLs. Unlike traditional leasing, TaaS Pools includes embedded management and maintenance, backed by TrailerHawk technology, which is critical for guaranteeing trailer uptime when capacity is tight. Learn more about your ad choices. Visit megaphone.fm/adchoices

AI optimism is lifting markets this morning as S&P Futures point to a higher open. CRM's upbeat forward growth forecast at its Analyst Day is fueling enthusiasm across the tech sector, while ORCL takes the stage later today with its own analyst event. Overseas, China is attempting to ease trade tensions with the U.S., clarifying remarks around its rare earth export policy. On the geopolitical front, President Trump announced that India's Prime Minister Modi has pledged to halt Russian oil imports, with Trump scheduled to speak again this afternoon. A busy lineup of FOMC officials is on tap before the Fed's blackout period begins tomorrow. Earnings are also front and center — BK, JBHT, TRV, and USB are all trading higher following their reports, while IBKR and CSX step up after the bell. Tomorrow morning, we'll hear from AXP, SLB, and STT. Tune in for a closer look at the latest market catalysts shaping the day on NewsWare's Trade Talk.

This week, we wrap up our commemoration of the first anniversary of Hurricane Helene by talking with Mitchell County's David Biddix, who documented the effects of the storm and its aftermath in that hard-hit part of North Carolina. From his home in Spruce Pine to small communities like Poplar, and along the Nolichucky where CSX rail lines were washed away, he shares what he saw as the area endured the flooding of September 2024.Be sure to subscribe to the Stories podcast. You'll find us on your favorite podcast app.Thanks for listening.

Regulatory whiplash in California as the state effectively held a funeral for the two largest components of the Advanced Clean Fleet Rules, including mandates for high-priority fleets and drayage trucks. Despite the official withdrawal of these mandates by CARB, zero-emission vehicle sales are surprisingly growing in the state, suggesting market momentum is now driven by factors beyond regulatory pressure. The ongoing pricing standoff in the parcel sector, where UPS and FedEx are imposing significant peak season surcharges despite projections for muted demand growth, has heated up. Analysts warn that demanding these high fees in a soft market is short-sighted, leading to a major diversion of volume to alternative carriers like Amazon, Walmart, and independent services like OnTrac. Our brief concludes with the tectonic plates shifting in corporate freight strategy, starting with the massive $85 billion UP-NS merger that is already forcing competitors like CSX to seek its own merger partner after a CEO change. Meanwhile, ArcBest unveiled an ambitious plan to double its adjusted earnings per share by 2028 by targeting a highly optimized, asset-based operating ratio of 87% to 90% through technology and cost controls. Finally, we address the industry's perennial challenge of safety, noting that Wyoming currently tops the list for deadly truck crashes by death rate while Texas leads the nation in total fatalities by volume. These sobering statistics are fueling calls from victim advocates for mandatory safety technology, specifically demanding that all new commercial trucks be equipped with Automatic Emergency Braking. Learn more about your ad choices. Visit megaphone.fm/adchoices

CSX Corp. announced a surprising leadership change, naming Steve Angel as president and CEO, effective last Sunday, succeeding Joe Hinrichs. The move follows activist investor calls for Hinrichs to step down as CSX's metrics trailed other Class I carriers. California has officially gutted the two largest components of its Advanced Clean Fleets rule that would have impacted trucking in the state. This withdrawal was inevitable after the California Air Resources Board yanked its request for an EPA waiver in the face of the imminent Trump administration. New federal data ranks Wyoming as the deadliest state for truck crashes per capita, followed by New Mexico and Mississippi. You can read more about the findings, based on National Highway Traffic Safety Administration data which also noted that Texas ranked first for the overall total number of fatalities. Tune into FreightWaves TV later today for Check Call with Mary O'Connell and Loaded and Rolling with Thomas Watson. Also, remember that we are less than three weeks away from the Future of Freight Festival (F3) in Chattanooga, Tennessee, so register soon to save money off your ticket. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Jim Cramer and David Faber led off the show with the deal the day: Videogame publisher Electronic Arts has agreed to be taken private by Silver Lake Partners, Affinity Partners and Saudi Arabia's PIF  in a $55 billion buyout. The anchors reacted to comments by Walmart CEO Doug McMillon, who was quoted as saying "It's very clear AI is going to change literally every job." Changes in the C-suite: New CEOs at CSX,  Barrick Mining and GSK, while Comcast named its President Mike Cavanagh to join Brian Roberts as Co-CEO effective January 2026. Also in focus: Markets and government shutdown watch,President Trump reiterates his threat to impose 100% tariffs on movies filmed outside of the U.S., Jim's new book "How To Make Money In Any Market" goes on sale Tuesday. Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.Versant would become the new parent company of CNBC upon Comcast's planned spinoff of Versant. 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.

This hour: Carl Quintanilla, Sara Eisen, and David Faber discussed the market set-up as tech rebounds and a government shutdown looms - with one Chief Investment Officer arguing it all hinges on more easing from the Fed. Plus: are concerns overblown about sky-high AI valuations? AI and tech investor Byron Deeter joined the team with his take - while the team checked in with one former Tesla president about what the end of EV incentives might mean for that name.  Also in focus: a number of huge deals and c-suite changes... The team discussed the record-breaking take private deal boosting EA shares, CSX's new CEO following activist pressure, and the potential change ahead to cannabis regulation boosting that entire space today. 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.

Starting with high stakes legal risks surrounding broker liability, we explore the Supreme Court's scheduled conference to discuss whether to grant certiorari on two landmark cases, Cox v. TQL and Montgomery v. Caribe II, which hinges on interpreting the safety exception in the Federal Aviation Administration Authorization Act (F4A). We shift gears to financial risks, where dry van contract rates have remained stalled and fell only a marginal 0.3% year-over-year as of early September. This flat rate environment is extremely stressful because the average cost to operate a truck has increased 33% since 2019, compared to only a 17% rise in contract rates over the same period, leading to massive carrier attrition. Operational security is also paramount as cargo theft tactics are becoming incredibly sophisticated, with Mexico serving as the epicenter and accounting for 75% of all North American incidents in Q3. Furthermore, we analyze the surprise leadership shift at CSX, where the board named Steve Angel as the new president and CEO, following activist investor pressure over persistent underperformance metrics compared to other Class I carriers. Finally, we cover the ultimate labor battleground: the fight for driver hours and pay, as the FMCSA proposes pilot programs that could allow for up to 17-hour driving windows. Many drivers argue that the solution is not more hours but mandatory federally-mandated detention pay, suggesting compensation should kick in after just 30 minutes of waiting at docks. Learn more about your ad choices. Visit megaphone.fm/adchoices

In “Smarter Landside Logistics”, Joe Lynch and Brian Kobza, Chief Commercial Officer at IMC Logistics, discuss leveraging IMC's asset-based capacity, actionable visibility, and end-to-end services—all underpinned by strong relationships—is essential for achieving greater control and cargo velocity in the critical first and last mile of the supply chain. About Brian Kobza Brian Kobza is the Chief Commercial Officer at IMC Logistics, with over 20 years of experience in the transportation and supply chain industry. His expertise covers various aspects of the sector, including positions at marine terminals, ocean carriers, ports, and landside logistics companies. In his current role, he oversees all commercial activities and new initiatives to ensure profitability and market leadership through a focus on customer experience and cargo velocity. Brian firmly believes that relationships are vital in this industry, and that enterprise growth and supply chain efficiency can be attained through fostering deeper customer relationships and partnerships. Prior to his appointment with IMC Logistics, Brian served in operational and commercial roles at Global Container Terminals, The Port of Virginia, CSX, Hyundai Merchant Marine, and Maersk. In addition to professional roles, Brian holds volunteer positions as the 2025 President for the Traffic Club of New York and as an Advisory Board Member at the Massachusetts Maritime Academy. Brian is a proud alumnus of the Massachusetts Maritime Academy, where he earned a BS in Marine Engineering and secured his United States Coast Guard 3rd assistant engineer's license. Further enhancing his business acumen, Brian obtained an MBA in International Business from Amberton University. About IMC Logistics IMC Logistics provides smarter landside logistics, giving clients greater control through the first and last mile. Starting as a regional drayage provider with just one truck and one driver, IMC Logistics has grown across the U.S. to be a leading marine drayage operator in the U.S. IMC Logistics provides drayage, container storage, transloading, intermodal rail, chassis provisioning, project logistics, SmartStacks and destination cargo management services. IMC Logistics delivers their clients' supply chains with actionable visibility, asset-based truck capacity, industry leading sustainability, and long-established regional expertise across the nation. Key Takeaways: Smarter Landside Logistics In “Smarter Landside Logistics”, Joe Lynch and Brian Kobza, Chief Commercial Officer at IMC Logistics, discuss how to achieve greater cargo velocity, supply chain efficiency, and market leadership by leveraging actionable visibility, asset-based capacity, and deeper customer relationships across the first and last mile. Freight Market Reality: The industry is currently navigating an unprecedented 3.5-year freight recession, emphasizing the critical need for operational discipline and stable partnerships to ensure market survival and cargo velocity. The IANA Imperative: The Intermodal Association of North America (IANA) and the IANA Expo 2025 in Long Beach are essential for the intermodal industry, serving as the primary platform for crucial collaboration, shared insights, and showcasing future-focused technology. Relationships Drive Efficiency: Fostering deeper customer and partner relationships is the most vital philosophy for achieving both enterprise growth and significant supply chain efficiency across the first and last mile. IMC's Asset-Based Leadership: IMC Logistics, the largest drayage provider in the USA, demonstrates that true "smarter landside logistics" means leading with asset-based truck capacity, ensuring reliable service and market stability. Actionable Visibility: Modern logistics demands more than simple tracking; the key differentiator is providing actionable visibility—data that enables clients and partners to make immediate, informed decisions, thereby improving predictability. Combating Industry Risks: A major focus must be placed on deploying robust strategies to combat growing threats like freight fraud, cargo theft, and cyber-security vulnerabilities to protect supply chain integrity and valuable assets. Sustainability Leadership: Integrating industry-leading sustainability is a core requirement; IMC, as a market leader, is driving this by investing in EV and Hydrogen drayage vehicles at the Port of Long Beach to significantly reduce emissions. Cargo Velocity Mandate: Smarter commercial strategy must be anchored in two non-negotiable goals: rapidly increasing cargo velocity and maintaining a relentless focus on the superior customer experience. Learn More About Smarter Landside Logistics Brian Kobza | Linkedin IMC Logistics | Linkedin IMC Logistics | YouTube IMC Logistics | Video IMC Logistics (@imclogistics) | Instagram photos and videos IMC Logistics | Facebook Drayage and Landside Logistics | IMC Logistics Cargo Security | IMC Logistics The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

Guy Fieri restaurant opening first Alabama location in a Walmart A Lexington man told law enforcement that he woke up on an early August morning to his brother stabbing him in his testicles. A Florida driver is facing felony charges after he left a trailer blocking the path of an oncoming CSX train, then tried to climb aboard to confront the conductor, according to investigators. Indianapolis bankruptcy attorney Mark Zuckerberg is suing Meta for repeatedly shutting down his Facebook pages and claiming he impersonated the Facebook founder who shares his name. FOLLOW TNR ON RUMBLE: https://rumble.com/c/c-7759604 FOLLOW TNR ON SPOTIFY: https://open.spotify.com/show/7zlofzLZht7dYxjNcBNpWN FOLLOW TNR ON APPLE PODCASTS: https://podcasts.apple.com/us/podcast/the-next-round/id1797862560 WEBSITE: https://nextroundlive.com/ MOBILE APP: https://nextroundlive.com/the-ne.... SHOP THE NEXT ROUND STORE: https://nextround.store/ Like TNR on Facebook: / nextroundlive Follow TNR on Twitter: / nextroundlive Follow TNR on Instagram: / nextroundlive Follow everyone from the show on Twitter: Jim Dunaway: / jimdunaway Ryan Brown: / ryanbrownlive Lance Taylor: / thelancetaylor Scott Forester: / scottforestertv Tyler Johns: /TylerJohnsTNR Sponsor the show: sales@nextroundlive.com #SEC #Alabama #Auburn #secfootball #collegefootball #cfb #cfp #football #sports #alabamabasketaball #alabamafootball #auburnbasketball #auburnfootball #rolltide #wareagle Learn more about your ad choices. Visit megaphone.fm/adchoices

After Friday's big rally fueled by Fed Chair Powell's Jackson Hole speech, Carl Quintanilla, Jim Cramer and David Faber explored what's ahead for stocks -- including Nvidia's earnings due out Wednesday. Sticking with chips: the anchors reacted to President Trump's social media post stating the U.S. government taking a 10% stake in Intel is "making the USA RICHER, AND RICHER." National Economic Council Director Kevin Hassett spoke on CNBC about the potential for similar investments in other companies. Also in focus: Keurig Dr Pepper agrees to buy Peet's Coffee parent JDE Peet's in an $18 billion deal, a historic box office win for Netflix, "Faber Report" on CSX, railroad M&A and where Warren Buffett fits into the picture. Squawk on the Street Disclaimer

What the rampant speculation means for investors. Plus, Big Tech earnings… The CSX railroad deal… Amazon's (AMZN) capex cut… Is Boeing (BA) a buy on its pullback? … And this stock will double as interest rates fall. In this episode: College tours with my daughter [1:17] Speculation is at record highs: What it means for investors [6:11] Big Tech must knock their earnings out of the park [9:31] What's driving the strongest retail buying in years? [12:40] The CSX railroad deal would be incredible for stocks [17:27] Amazon just cut capex—but it's not what you think [19:58] Is Boeing a buy on its pullback? [23:13] This stock will double as interest rates move lower [27:41] Big Tech is already getting a return on its AI investment [36:53] Save the date: Curzio Research's first conference! [40:41] Conference Save the Date November 9–11: Curzio Research is taking over the Pier Sixty-Six resort in Fort Lauderdale for our first-ever conference! --Be the first to get the details as they're released: https://secure.curzioresearch.com/curzio-research-conference-2025/ Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li