Podcasts about EPS

Shutterstock Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Kia ora. Welcome to Monday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from interest.co.nz. Today we lead with news that now we are in August, there are only 100 working days until Christmas, and less than 70 until our 2026 general election! You will need to pull your finger out to ensure your 2026 goals are on track to be accomplished. This week will see the release of a number of updates on how the July real estate market performed. More importantly, we will get the June labour market update and that is expected to show rising joblessness (to 5.4%). To be fair, labour market data are lagging indicators. In Australia, Cotality and Domain will report what they saw in their residential real estate markets. And we will get both household spending and cost of living updates for June this week, neither expected to show improvements. We should also note that their fuel excise tax suspension ended last night. From April to June the discount was 32 AUc/liter, for June and July it was 16c. Now there is no relief discount there. Globally it will be all about July PMIs (other than keeping an eye on the warmongers who all show a distinct lack of any idea on how to end the conflicts they started). In the US, the other important data will be their end of week labour market updates in their non-farm payrolls report. There is little evidence to suggest it will be a strong one and markets currently expect another month of less than +100,000 gains (+91,000) and a rising jobless rate (4.3%). We will be tracking their bond market signals closely too. And that the Trump Organisation is regarded by banks as a money-laundering entity barely raises an eyebrow these days, indicates how low the US has fallen. But also, a key background reason risk premiums are rising. In India, they will get a central bank review but no-change to their policy rate (5.25%) is anticipated. We will be tracking those PMIs too, especially in China to see if the private S&P Global versions continue to be more upbeat than the dour official versions. After four months of minor expansion, those official factory PMIs has slipped back into small contraction with a much sharper shift than was expected. After two months of minor expansion, their official services PMI also slipped back into a small contraction, also a sharper shift lower than expected. China's overall growth targets are looking less likely to be achieved the longer the year goes on. But lets not overstate these pullback signals; most countries would love to have their growth levels even at the reduced impetus. China's key issue is that new order levels are fading and exports are the key driver, not internal consumption (which is their goal). So more induced infrastructure stimulus is on the way. Korean industrial production bounced back sharply in June after the minor but unexpected dip in May. The June level was +5.8% higher than a year ago, up +2.3% from May, a heartening rebound for them. The Korean stock market bounced back sharply on Friday after the earlier dives, but they still ended the week down more than -3%. Japanese industrial production recorded a similar recovery in June, up +4.2% from a year ago, up +1.3% for the month. But that was not matched by retail sales in Japan which took a rather large tumble, down -4.1% from the strong year-ago level, up +0.5% from May. The Japanese central bank intervention support for their currency may have been significantly expensive, even if it has succeeded in halting the devaluation with a 3% recovery. Reports indicate they spent US$45 to US$50 bln on the few-days effort. It happened again on Friday, this time in a joint action with the US. And more may be coming. EU inflation came in at 2.9% in July as expected, up marginally from June's 2.8%. Australian producer prices rose +3.6% in June from a year ago, the most since early 2025 and above the anticipated +2.5% and even the 'high' Q1-2026 3.0% level. Inflation is embedding and it is a result that will focus attention by officials. In the US, even though the US Fed held its policy rate unchanged last Thursday (despite 3 dissenters wanting higher rates), markets have pushed US benchmark rates higher anyway. The UST 10 year is +27 bps higher at the end of July than at the beginning. Their 30 year benchmark is also +27 bps higher. Most of these increases came in the past two weeks, and will resonate soon for American home loan borrowers. The updated July University of Michigan sentiment survey confirmed its better July levels, and confirmed lower inflation expectations. Still, these new levels are -11% lower than year-ago levels with perceptions of current conditions -19% lower. These measures are still in the down-trend that started in 2024 even after these better July results. They noted that US consumers remain focused on pocketbook issues like purchasing power, while political or military developments remain more in the background. Also improving in July were the results of the Chicago PMI, clearly benefiting from stockpiling and reshoring still. In the current Q2-2026 earnings season reporting, 86% of S&P 500 companies have reported a positive EPS surprise and 77% of S&P 500 companies has reported a positive revenue surprise. In Canada, they reported their GDP rose modestly in June, a third consecutive rise and the fifth gain in six months as their economy gathers steam. Q2-2026 results aren't yet available but it is clear they will be quite positive, in contrast to the small dip in Q1-2026, and the weak Q2-2025 result. The UST 10yr yield is now just on 4.75%, up +1 bp from this time Saturday, up +7 bps for the week. We make that its highest since January 2025 (briefly) and prior to that October 2023. The 30 year yield is at 5.28% and a 20+ year high.  The price of gold has fallen to US$4042/oz, down -US$8 from Saturday down -US$6 for the week. Silver is down -50 USc at just over US$57.50/oz, down -US$1 for the week. Oil prices are little-changed from Saturday still at now just over US$84.50/bbl in the US, while the international Brent price is still just over US$88/bbl.  The Kiwi dollar is unchanged from Saturday at just under 58.9 USc, but up +100 bps for the week and back to early June levels. Against the Aussie we are up +10 bps at 83.8 AUc. Against the euro we unchanged at 51.1 euro cents. That all means our TWI-5 starts today at 62.6 which is also unchanged from this time Saturday, and also up +100 bps for the week. The bitcoin price starts today at US$63,293 and up +0.4% from this time Saturday, down -1.4% for the week. Volatility over the past 24 hours has been modest at just on +/-1.0%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow. Track 1219389 Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI

In this episode of "The Crossman Conversation, join John Crossman and Mandy Mooney, a dynamic Vice President at Prologis, author, singer, and mom, as they explore how to truly "win at work" by embracing your unique identity and passions. Mandy shares her incredible journey, revealing how her background in theater and music has propelled her corporate career and inspired her book, "Corporating: Three Ways to Win at Work." Discover her practical framework centered on Relationships, Reputation, and Resilience, and learn why nurturing your "tribe" and embracing rejection are critical for long-term success. Mandy's insights offer a compelling roadmap for ambitious professionals looking to maximize their impact and find fulfillment, even as she discusses her music EPs, "Corporating Cabaret" and "For Me," available on major streaming platforms. Don't miss out! Subscribe to the podcast, leave a review, and share this episode with someone who needs to hear Mandy's empowering message.

Mostre que Você Apoia o Toca: https://apoia.se/atocadodragao#rpg #russia #URSS #ficçaocietifica #ficçaohistorica #scify #rpgdemesa #maddragonturbo #MDT #RPGdoToca #RPGSeguro #FarolDaHistoria"1966. O auge da Guerra Fria. A KGB designa três dos seus melhores agentes para desvendar o Mistério do desaparecimento da Dra. Alekseeva no Complexo de Pesquisa B12. Paranoia, traição e medo, rondam os jogadores a todo instante, nada é o que parece ser. A equipe Sigma-4 conseguirá descobrir o que houve no trágico evento, ou tudo ficará encoberto pela União Soviética? Descubra."Um RPG Do Toca Do Dragão

June quarter records for total company revenue and EPS. iPhone, Mac and Services revenue set new June quarter records.

On today's episode, I talk to musician Chad Matheny. Raised in Jacksonville, FL, Chad began recording music as Emperor X in 1998. Though he had a deep interest in science and pursued an advanced degree in physics, music was his true calling, and in 2012 he moved to Berlin to tour more easily. Chad has recorded almost two dozen albums and EPs as Emperor X, and his latest Unified Field was just released at the end of June on Bar/None, and it is fantastic! This is the website for Beginnings, subscribe on Apple Podcasts, follow me on Twitter. Check out my free philosophy Substack where I write essays every couple months here and my old casiopop band's lost album here! And the comedy podcast I do with my wife Naomi Couples Therapy can be found here! Theme song by the fantastic Savoir Adore! Second theme by the brilliant Mike Pace! Closing theme by the delightful Gregory Brothers! Podcast art by the inimitable Beano Gee!  

“It’s Always Kamu in Homophobia When There’s a Tea Party Assacre.” Send us an email at tallythefeedback@yahoo.com. Listen to “Big Brother 28: Eps 9-12” on Spreaker.

The big things you need to know:First, valuation opportunity is opening up in the US equity market from a variety of perspectives.Second, in the aftermath of Wednesday's Fed meeting, we highlight how the stock market tends to experience choppy performance in the first few months under a new Fed Chair.Third, other things that jump out in our updates this week include the return of high EPS quality outperformance as a factor in both the S&P 500 and Russell 2000, the modest uptick in stock market optimism in the Conference Board consumer survey that was out this week, and what we're watching on the midterms (which we continue to see as a risk factor in the months ahead).Fourth, we've gone through our monthly refresh of the models that feed into our 12-month S&P 500 price target and are sticking with our 8,150 forecast, though we continue to believe that the path for stocks will not be a linear one.

This week on The Rumors Are True, we're joined by Justin Jones, drummer and founding member of idle threat, the Nashville-based rock band signed to Tooth & Nail Records. Justin shares the story behind the band's formation, their DIY beginnings, and the journey that led them to one of the most respected labels in alternative and heavy music. We talk about the passion that drives idle threat, the band's message of hope through struggle, and the experiences that have shaped their music over the years. We also dive into the making of blurred visions, the impact of touring and connecting with fans, and the band's latest chapter with you'll forget the sun. Justin opens up about songwriting, faith, perseverance, and how idle threat continues to create music that speaks honestly about life's hardships while pointing listeners toward hope. Whether you've been following the band since their early EPs or are just discovering their music, this conversation offers a behind-the-scenes look at one of Tooth & Nail's standout modern artists. Be sure to listen, subscribe, and share this episode with your friends! Produced by Wesley Hill (@thebigwes)Artwork by Jared Chase Bowser (@jaredchasebowser)Music by Brian Jerin (R.I.P.) Copyright Disclaimer:I do not own the rights to any music played in this episode. All music is the property of its respective copyright owners and is used for commentary, discussion, and promotional purposes only. No copyright infringement is intended. Learn more about your ad choices. Visit megaphone.fm/adchoices

MAFS 20 Eps 7-9 Recap: A Perfect Match Podcast Watch the podcast on YouTube! Dive into the latest Married at First Sight Season 20 coverage with hosts Jason Reed and Aysha Welch as they break down episodes 7 through 9. This week, the experts shake things up with new tactics, couples get called out, and relationships are put to the test as the experiment clocks in at only 6 weeks. As friendships and rivalries develop, group therapy sessions and dramatic dinners reveal cracks—and some surprises—among the newlyweds. The conversation focused on how the experts are no longer holding back, with direct feedback and challenging group sessions. Couples like Marissa and Adam face accusations of being too agreeable and avoiding deep topics, sparking debates on emotional openness. Tory and Felipe's spark starts to fizzle as questions about long-term passion and commitment surface, while Becca and Mecca struggle to move past performative affection. Meanwhile, Nick and Courtney wrestle with expectations around intimacy, family location, and what it takes to be genuine in such a quick-paced experiment. Key moments from the discussion include: The experts' new, tougher approach, often holding the couples accountable in office settings and group challenges Adam's use of humor and performative antics, which draw sharp critique for masking real feelings Tory and Felipe's struggle with commitment, as Felipe openly questions monogamy and the fading effect of the “honeymoon dopamine hit” Mecca and Bell Jolie's breakthrough on intimacy—spurred on by a counselor's nudge—while also wrestling with issues of vulnerability and self-acceptance Nick and Courtney's ongoing battle with communication gaps, regional preferences, and differing definitions of connection, leading to some eye-opening confessions in front of family members The discussion explored how group settings force honesty, sometimes allowing frustration and old patterns to spill out in front of everyone. Will Felipe's curiosity for life outside his marriage overshadow what could be solid ground with Tory? Can Adam and Marissa transition from playful chemistry to real emotional depth? With several couples undecided and time running out, fans have a lot to ponder. Don't miss this episode packed with insightful takes, sharp observations, and plenty of reality TV drama—listen in for a fresh perspective on the Married at First Sight journey. Chapters: 0:00 Married at First Sight Recap Begins 06:36 Marissa and Adam’s Playful Vibe 19:41 Dinner Party: Adam’s Performative Outfit 25:37 Group Therapy: Adam Gets Called Out 36:03 Felipe Fears Post-Intimacy Commitment 43:01 Felipe Questions Staying Passionate 55:04 Mecca and Belle Become Intimate 01:04:33 Group Therapy: Performative Couples Challenged 01:18:33 Nick and Courtney’s Awkward Dinner 01:34:16 Courtney’s Family Confronts Her Doubts 01:46:28 Devin and Caitlin Dim the Light 01:58:47 Sean and Nikki Rate Relationship 02:18:24 Cameron and Michelle: Finances and Future Plans Married at First Sight is a reality show where professional matchmakers help individuals find their perfect match. The catch? They don't see their forever-and-always until they walk down the aisle and say “I do!” Would you get married without ever laying eyes on your partner? Do you think these marriages will last? Catch up with us on Twitter and let us know how you liked this podcast (@RobHasAPodcast)! LISTEN: Subscribe to the Perfect Match RHAPUp podcast feed by visiting https://robhasawebsite.com/feed/mafs WATCH: Watch and subscribe to the podcast on YouTube SUPPORT: Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Previously on the Love at First Sight Feed: Love at First Sight Recap Archives

MAFS 20 Eps 7-9 Recap: A Perfect Match Podcast Watch the podcast on YouTube! Dive into the latest Married at First Sight Season 20 coverage with hosts Jason Reed and Aysha Welch as they break down episodes 7 through 9. This week, the experts shake things up with new tactics, couples get called out, and relationships are put to the test as the experiment clocks in at only 6 weeks. As friendships and rivalries develop, group therapy sessions and dramatic dinners reveal cracks—and some surprises—among the newlyweds. The conversation focused on how the experts are no longer holding back, with direct feedback and challenging group sessions. Couples like Marissa and Adam face accusations of being too agreeable and avoiding deep topics, sparking debates on emotional openness. Tory and Felipe's spark starts to fizzle as questions about long-term passion and commitment surface, while Becca and Mecca struggle to move past performative affection. Meanwhile, Nick and Courtney wrestle with expectations around intimacy, family location, and what it takes to be genuine in such a quick-paced experiment. Key moments from the discussion include: The experts' new, tougher approach, often holding the couples accountable in office settings and group challenges Adam's use of humor and performative antics, which draw sharp critique for masking real feelings Tory and Felipe's struggle with commitment, as Felipe openly questions monogamy and the fading effect of the “honeymoon dopamine hit” Mecca and Bell Jolie's breakthrough on intimacy—spurred on by a counselor's nudge—while also wrestling with issues of vulnerability and self-acceptance Nick and Courtney's ongoing battle with communication gaps, regional preferences, and differing definitions of connection, leading to some eye-opening confessions in front of family members The discussion explored how group settings force honesty, sometimes allowing frustration and old patterns to spill out in front of everyone. Will Felipe's curiosity for life outside his marriage overshadow what could be solid ground with Tory? Can Adam and Marissa transition from playful chemistry to real emotional depth? With several couples undecided and time running out, fans have a lot to ponder. Don't miss this episode packed with insightful takes, sharp observations, and plenty of reality TV drama—listen in for a fresh perspective on the Married at First Sight journey. Chapters:0:00 Married at First Sight Recap Begins06:36 Marissa and Adam's Playful Vibe19:41 Dinner Party: Adam's Performative Outfit25:37 Group Therapy: Adam Gets Called Out36:03 Felipe Fears Post-Intimacy Commitment43:01 Felipe Questions Staying Passionate55:04 Mecca and Belle Become Intimate01:04:33 Group Therapy: Performative Couples Challenged01:18:33 Nick and Courtney's Awkward Dinner01:34:16 Courtney's Family Confronts Her Doubts01:46:28 Devin and Caitlin Dim the Light01:58:47 Sean and Nikki Rate Relationship02:18:24 Cameron and Michelle: Finances and Future Plans Married at First Sight is a reality show where professional matchmakers help individuals find their perfect match. The catch? They don't see their forever-and-always until they walk down the aisle and say “I do!” Would you get married without ever laying eyes on your partner? Do you think these marriages will last? Catch up with us on Twitter and let us know how you liked this podcast (@RobHasAPodcast)! Previously on the Love at First Sight Feed:Love at First Sight Recap Archives LISTEN: Subscribe to the Perfect Match RHAPUp podcast feed by visiting https://robhasawebsite.com/feed/mafsWATCH: Watch and subscribe to the podcast on YouTubeSUPPORT: Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. Andrew van Eps is a veterinarian and researcher at the University of Pennsylvania's New Bolton Center. He is an internal medicine expert who researches different forms of equine laminitis in order to develop better preventions and treatments. In this podcast we discuss hoof changes with laminitis.My Senior Horse - Episode 50 Guests and Links:Guests: Dr. Andrew van Eps, University of Pennsylvania's New Bolton CenterConnect with Host: Kimberly S. Brown of Editorial Director of My Senior Horse | Email Kim (kbrown@equinenetwork.com) | Follow Kim on LinkedIn (@kimberlylsbrown)

George Tsilis and Marley Kayden break down Apple's (AAPL) 3rd quarter results. Shares fell in the postmarket despite what outgoing CEO Tim Cook called its "best quarter ever." The company posted adjusted EPS of $2.02 and revenue of over $109 billion, both beating estimates. However, its services revenue came in below expectations, as did its Greater China revenue.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

George Tsilis breaks down FormFactor's (FORM) strong earnings report, which sent shares soaring more than 26% after the company topped revenue and EPS expectations. He highlights rising gross margins and free cash flow, while pointing to growing demand for high-bandwidth memory probe cards as AI data center expansion continues to drive growth.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Honeywell has completed its long-awaited breakup, separating Honeywell Aerospace from the newly focused Honeywell Technologies. CSI walks through Honeywell's Q2 2026 earnings report, covering the building automation, process automation, and industrial automation segments, and explains why organic sales growth alone doesn't tell the full story: the real story is what's happening to margins.The conversation digs into the recently closed Johnson Matthey Catalyst Technologies acquisition, the LNG equipment business driving process automation orders, and the divestitures of Honeywell's productivity solutions and warehouse and workflow segments. It also covers the balance sheet, including nearly $34 billion in total debt offset by asset sale proceeds, and Honeywell's 47% remaining equity stake in newly public quantum computing company Quantinuum.Finally, CSI runs Honeywell Technologies stock through a reverse discounted cash flow model using updated adjusted EPS guidance to estimate fair value, and discusses what would make this semiconductor-adjacent industrial and energy transition stock a stronger buy. If you're a long-term fundamental investor tracking the semiconductor supply chain, AI infrastructure spending, and the industrial automation cycle, this breakdown is for you.Semi Insider members get access to CSI's research platform and tools, plus deeper research as it happens. Join at chipstockinvestor.com.Get 15% off your fiscal.ai membership with our link: fiscal.ai/csiThis content is for general information or entertainment only and is not specific or individual investment advice. Forecasts may not develop as predicted, and there is no guarantee any strategy discussed will be successful. All investing involves risk, including loss of principal. CSI owns shares of Honeywell.

Sarah and Mary dive in head first on MAFS Season 20 Eps 4 and 5: red flags are flying high already! Icks, rejections, voices, laughs - and more. Join us on Patreon for more of the Inner Sanctum with Sarah and Mary: More thoughts on MAFS Season 20 Ep 4 and 5.   Subscribe, Follow, Like, and Review, Wherever you get your podcasts. Follow us on Twitter, Instagram, & Facebook.   Get RUMP Merch here: https://areyoumypodcast.bigcartel.com/   Visit forhers.com/mypodcast to get personalized, affordable care that gets you. Visit Lolablankets.com and use code MYPODCAST for 40% off. Visit hellotushy.com/MYPODCAST and use code MYPODCAST for 10% off.   sarahcolonna.commaryradzinski.com      Sarah's merchMary's merch   © 2020-2022 Are You My Podcast?

Think your gut is healthy because you don't have bloating, constipation or indigestion? Think again. In this episode, Tara explains why you can have significant gut dysbiosis without a single digestive symptom—and why that matters if you're taking HRT. Your gut plays a critical role in how your body metabolises and eliminates estrogen. Tara unpacks the connection between the microbiome, liver detoxification, the estrobolome, and beta-glucuronidase, and explains why simply taking supplements like DIM or calcium D-glucarate isn't addressing the root cause. Whether you're on HRT or supporting your hormones naturally, this episode will help you understand why a healthy gut is essential for healthy hormone metabolism—and why optimising your gut may be one of the most important steps you can take, even if your digestion feels perfectly normal. In this episode:  How hormones are metabolised through the liver and gut Why you can have significant gut dysfunction without digestive symptoms Why Tara no longer recommends DIM (and rarely uses milk thistle) The estrobolome explained: your gut's role in estrogen metabolism Why calcium D-glucarate isn't the answer The real cause of elevated beta-glucuronidase Why adjusting your HRT dose may not solve the real problem Mentioned in this episode: PIQUE TEA - These are some of Tara's favourite teas! They're crystal form, which makes them super unique and easy to transport in your purse, (they come in single use satchels!) and higher in polyphenols. They're made from high quality ingredients with triple toxin screening, (super important when it comes to your tea). Click HERE to visit the shop. You may also enjoy the following episodes:  EPS 84: The Invisible Benefits of HRT (HRT is important even if you have NO symptoms!). EPS 86: You can't HRT your way out of a crappy diet or poor lifestyle habits.  EPS 139: Not "everything" is solved with HRT. It's not a magic bullet. EPS 112: Gold Nuggets About HRT with Sarah Daccarett, MD   Gut Relief Package Promotion What's Included:  2 deep-dive private 1:1 consultations with me personally. Functional testing: I'll guide you on which tests are right for YOUR body so you're not wasting money on tests you don't need I interpret all your results and create fully personalised, custom protocols built around your body and your life. Video reviews of your test results so you understand exactly what we're seeing and why A results review call where we'll go through everything together A fully customised health plan including professional supplements - all tailored to you, your body, and your test results 3 months of unlimited private messaging support with me; this is HUGE. I am by your side, holding your hand, available at any time. This is the key piece of the plan that gets you results. Pivoting and adjusting as your body responds is critical, because healing isn't linear. Options to continue working together and retest after your 3 months - I won't leave you high and dry. Grab your Gut Relief Package HERE.

Marley Kayden and Alex Coffey talk about the biggest earnings movers so far this week in Microsoft (MSFT) and Meta Platforms (META). One beat on the top and bottom line while the other missed on EPS, signaling a mixed after-hours trading session as investors weigh if growing CapEx is offering enough AI ROI. Marley and Alex turn to other notable tech earnings from Qualcomm (QCOM), Arm (ARM), and Lam Research (LCRX), along with one of the biggest consumer discretionary names in Starbucks (SBUX). ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Microsoft (MSFT) surpassed wall street's expectations on the top and bottom line, while Meta Platforms (META) and Qualcomm (QCOM) both missed on EPS as investors weigh CapEx and its ability to generate long-term ROI. Marley Kayden takes investors through the biggest earnings after Wednesday's trading session. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

INSOMNIA STREAM OVERNIGHT - 7 Eps of STRANGE MYSTERIES with Steve StocktonBecome a supporter of this podcast: https://www.spreaker.com/podcast/missing-persons-mysteries--5624803/support.

The Daily Business and Finance Show - Wednesday, 29 July 2026 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Meta in charts: R&D expenses top $21B in Q2 as AI investment accelerates Microsoft Non-GAAP EPS of $4.74 beats by $0.50, revenue of $90B beats by $2.37B Nasdaq reversal a bear trap? History says yes Microsoft pops as Q4 results top estimates; Azure tops $100B in revenue Meta Platforms raises lower end of capex range, sees increased legal expenses in FY26 Snowflake advances 5%, sets new high 3 things to look out for on Thursday Vertiv outlines raised 2026 outlook with $14B net sales, $6.70 adjusted EPS and $2.5B free cash flow Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us Fan MailEps.4 S3 Faith, Free Speech, and the Cost of Speaking TruthThe hosts draw powerful parallels between Kirk's assassination and historical political murders, noting how figures like Martin Luther King Jr. and Robert F. Kennedy met similar fates for speaking truths that challenged the status quo. They examine how mainstream media has selectively quoted Kirk to vilify him while ignoring the nuance of his positions, including his refusal to accept funding offers from political powers.Eps 5 S3 Brothers ReflectThe conversation weaves through personal reflections on loss, with powerful memories of their parents' passings and how those experiences transformed their emotional landscape. "My emotions are different after our parents passed away," one brother admits, highlighting how profound loss reshapes our perspectives on life. Their planned visit to their grandmother takes on special significance as they acknowledge it may be "unfortunately for the last time," while still hoping for more time together.Eps 6 S3 Spiritual Warfare in a Divided WorldThroughout our conversation runs an undercurrent of spiritual warfare—the sense that today's events reflect not just political or cultural struggles but a deeper conflict between good and evil. Eps.7 S3 A Conservative TalkFrom there, we widen the lens and tackle the mess of the moment: a grim Texas headline, claims of police stand‑downs, and the way leadership and media shape what we fear and what we ignore. We argue about the government shutdown, funding fights, and how outrage becomes a script. Then we crash straight into culture wars with a spicy take on the Super Bowl halftime debate and the Bad Bunny backlash—who gets the biggest stage, who decides, and why the choice feels bigger than music.Eps.8 S3 Everything Is Bad NewsEd Gein's crimes shaped Psycho, The Texas Chainsaw Massacre, and Silence of the Lambs, and talk about what the series gets right: the psychology, the casting, and the uneasy line between truth and myth.Eps.35 S3Saturday Night FeverA bad day of Uber driving, tips, and not wasting gas • Banking fraud scare, cancelling a card too fast, and getting stuck at Walmart checkout • Claims of political corruption, investigations that go nowhere, and distrust in accountability Eps 37 S3 A Hot Summer Talk, Work and Media ScandalsJoe buys two lottery tickets and if he wins, he will buy a house for Thee Gooch, Sis, Remo and pay for being in the show and partial for the family, and Thee Gooch will built his own houseEps 38 S3 WIFI Technical Difficulties And Media Thee Gooch's having trouble login in the showJoe describing Thee Gooch audio dropping Thee Gooch is getting annoyed with his Wi-Fi Thee Gooch notifies Joe that he wont be on the podcast next weekJoe explains he was tired from work, he ate and drank 3 beers he fell asleep and threw up while he was sleeping and woke up choking and couldn't breathe and was coughing.Thee Gooch explains why are you eating while you go to sleep, there's people that die from that cause.Support our podcastTip us : http://paypal.me/theetalkerspodcasthttps://www.patreon.com/c/theetalkerspodTip us: https://buymeacoffee.com/theetalkers4uTip us : https://cash.app/$TheeTalkers

OpenAI files for a trillion-dollar IPO the same week a pre-release model breaches Hugging Face and 42 state attorneys general open a coordinated investigation. Patrick Moorhead and Daniel Newman also break down AMD's hyperscaler CPU numbers from Advancing AI, the Moonshot distillation accusations, a wave of coordinated AI governance moves in Washington, and a stacked earnings slate spanning TSMC, Alphabet, IBM, ServiceNow, and Intel. The handpicked topics for this week are: OpenAI compresses a trillion-dollar IPO filing, a 42-state AG investigation, and a Hugging Face breach into five days: OpenAI and Anthropic both filed S-1 paperwork the same week 42 state attorneys general opened a coordinated investigation into OpenAI's data handling and safety practices, and a pre-release model reportedly breached Hugging Face days later. Moorhead and Newman question the timing, noting a rogue-agent narrative surfacing in the same week as a trillion-dollar valuation push draws obvious scrutiny. (The Decode) AMD's Advancing AI event puts a number on its hyperscaler momentum: Lisa Su confirmed Helios ships at the end of Q3 with volume ramping in Q4, backed by two-gigawatt capacity commitments from Microsoft and Anthropic and a claimed 70 to 75 percent share of hyperscaler CPU deployments. Moorhead points to NVIDIA's multi-layer software stack as the harder barrier AMD still has to close. (The Decode) Washington accuses Moonshot of distilling Anthropic's models days after Xi Jinping's WAIC keynote: Xi launched a 29-country AI cooperation organization at the Shanghai World AI Conference, and US officials Kratsios and Bessent followed with claims that Moonshot's Kimi K3 model shows data overlap with Anthropic's Opus models. Newman points to NVIDIA hardware in the training runs as evidence the distillation question extends beyond software alone. (The Decode) Five layers of government moved on AI oversight in a single week: Congress drafted a breach-response framework in reaction to the Hugging Face incident, the White House's 30-day pre-release review framework nears finalization, and state attorneys general and statehouses continue advancing their own rules in parallel. Moorhead notes nearly two decades of prior Capitol Hill engagement compressed into a single week of coordinated action, with each branch pursuing a different definition of the problem. (The Decode) Chinese open-source models now account for roughly a third of US developer traffic, and Moorhead and Newman take opposite sides on what it means: Moorhead argues enterprises are de-risking away from frontier-lab dependency, pointing to demand for smaller, workflow-specific open models. Newman counters with Vercel data showing those models capture 29 percent of gateway tokens against just 4 percent of revenue, framing the shift as a price discount that enterprise dollars have yet to follow. (The Flip) TSMC sells out CoWoS packaging capacity through 2026 and confirms a 10 percent price increase for 2027: The company posted a record quarter and committed $100 billion to its Arizona expansion on top of the pricing move. Newman calls the sustained capital spending a signal that the broader AI buildout still has runway. (Bulls & Bears) Google Cloud grows 82 percent as Alphabet posts its first-ever negative free cash flow quarter: The company raised its capital expenditure guidance to $195 to $205 billion and beat on revenue and EPS once one-time gains from its SpaceX and Anthropic stakes are excluded. Newman frames the spending as evidence Alphabet is prioritizing long-term AI infrastructure position over near-term cash generation. (Bulls & Bears) IBM misses Q2 revenue at $17.16 billion and cuts its full-year growth guide to 4 to 5 percent: Mainframe revenue fell 42 percent as enterprises redirected budget toward GPU and AI infrastructure purchases. CEO Arvind Krishna says a portion of the delayed deal flow has already resumed into the current quarter, pointing toward a potential rebound. (Bulls & Bears) ServiceNow crosses $1 billion in agentic AI annual contract value and raises its full-year guide: Agentic AI usage in production climbed 9x in nine months, and the company reaffirmed a target of $1.5 billion in AI ACV by year end. Newman points to margin compression from recent acquisitions as the tradeoff behind the platform's push into workflow and security convergence. (Bulls & Bears) NetSuite's new agentic platform, Next, becomes part of Six Five's own back-office stack: Newman and Moorhead both confirmed their companies are testing NetSuite Next for finance and accounting workflows. Newman points to the rollout as evidence that established SaaS platforms are absorbing agentic features directly into existing systems.  Intel posts its fastest revenue growth since 2011 and lifts 2026 capital spending guidance: EPS came in near double consensus estimates, and CFO David Zinsner signaled a significant capex increase for 2027 tied to 14A demand. Moorhead reads the spending signal as confirmation of an anchor customer for the 14A node, ahead of any formal announcement. (Bulls & Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. OpenAI's High-Stakes Week: https://www.npr.org/2026/07/23/g-s1-135085/openai-hacking-ai-models AMD's Advancing AI Push: https://blogs.microsoft.com/blog/2026/07/20/microsoft-expands-azure-ai-and-hpc-infrastructure-with-amd/ Moonshot and the Distillation Debate: https://x.com/mkratsios47/status/2079933645888880708 Five Layers of AI Governance: https://www.politico.com/news/2026/07/22/openai-hugging-face-congress-response-01009190 Chinese Open-Source Traffic Debate: https://www.cnbc.com/2026/07/07/chinese-ai-models-costs-us-openai-anthropic.html ; https://wyomingdatacenterfacts.com/2026/07/20/the-quiet-surge-how-chinese-open-weight-models-are-powering-u-s-ai/ TSMC's Pricing Power: https://www.bloomberg.com/news/articles/2026-07-21/tsmc-in-talks-to-raise-prices-by-up-to-10-in-2027-nikkei-says Alphabet's Cash Flow Turn: https://qz.com/alphabet-google-second-quarter-earnings-revenue-cloud-072226 IBM's Mainframe Miss: https://www.cnbc.com/2026/07/22/ibm-q2-earnings-report-2026.html ServiceNow and NetSuite's Agentic Push: https://newsroom.servicenow.com/pressreleases/details/2026/ServiceNow-Reports-Second-Quarter-2026-Financial-Results/default.aspx ; https://www.netsuite.com/portal/home.shtml Intel's Growth Signal: https://www.cnbc.com/2026/07/23/intel-intc-earnings-report-q2-2026.html  

Dan Jones is a retired EPS member (spent time with the gang's unit and homicide team), justice studies, NorQuest College. Learn more about your ad choices. Visit megaphone.fm/adchoices

Friday Night Insomnia Stream - Steve Stockton's STRANGE MYSTERIES Eps #11 - #17Become a supporter of this podcast: https://www.spreaker.com/podcast/missing-persons-mysteries--5624803/support.

WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of a moderately edited transcript and the slide deck using the blue Download buttons below.We continue our July series focused on Strait of Hormuz Crisis takeaways with a focus on energy and power sub-sector stock performance. We take a look back at growth and profitability since 2021, which has yielded some surprising results and areas for improvement. Our key messages from the four charts we go through this week are as follows: * Energy versus Tech has been inversely correlated since 2021, with Energy surprisingly having kept pace with the Mag-7 over this time frame. * Despite improving growth expectations Utilities have lagged on higher interest rates. The question is when does improving growth expectations for utilities overcome what might be an ongoing interest rate headwind. * Traditional energy equities are again discounting below normal oil prices…perhaps not quite trough conditions, but something only a little bit better. * There has been considerable sub-sector divergence on profitability and growth over the last 5 years, with some surprising winners, losers, and areas for improvement. LNG, IPPs, midstream, and downstream sectors are all winners. There is scope for improvement from IOCs, both oily and gassy E&Ps, and oil services. Timestamps: 0:00 Introduction 2:39 Energy and Tech Inversely Correlated Since 2021 5:16 Utilities Lag On Higher Treasury Yields 6:34 Forward Oil Outperforming Oil Equities 10:30 Sector Growth and CROCI Comparison 14;44 On A Personal Note

Send us Fan MailWhen the National Park Service added hydrogen peroxide to the Lincoln Memorial Reflecting Pool, the internet immediately decided it had found the culprit behind the peeling coating.But science doesn't work that way.In this episode, Rudy Stankowitz takes a research-first approach to one of the most discussed pool stories of the year. Instead of asking whether hydrogen peroxide caused a coating failure, he asks a different question:Why was hydrogen peroxide chosen in the first place?Drawing from published scientific literature on cyanobacteria, harmful algal blooms, microbiology, biofilms, and water treatment, Rudy explores how hydrogen peroxide affects microorganisms, why mature biofilms are so difficult to eliminate, and why swimming pool professionals may need to rethink the way they've approached "black algae" for decades.This isn't a product pitch.It isn't a treatment recommendation.And it certainly isn't clickbait.It's an evidence-based discussion designed to separate what science has demonstrated from what still remains a hypothesis.The episode also introduces the first part of Rudy's proposed research protocol—a hypothesis assembled from published mechanisms that has not been validated in controlled swimming pool research—and explains exactly where established science ends and new investigation begins.If you're tired of opinions masquerading as facts, this episode is for you.In This EpisodeWhy the Lincoln Memorial Reflecting Pool was treated with hydrogen peroxideWhy concentration matters more than percentageCorrelation versus causation in coating failuresWhat published research says about hydrogen peroxide and cyanobacterial bloomsThe difference between free-floating algae and mature cyanobacterial biofilmsHow extracellular polymeric substances (EPS) protect biofilmsWhy oxidants often struggle against established biofilmsThe biology behind oxidative stressPhotosystem II, lipid peroxidation, and cellular damage explainedWhy mature biofilms deserve to be studied separatelyWhy Rudy believes better questions lead to better scienceThe first step in a proposed research protocol using aluminum sulfateWhy coagulation and physical removal may reduce oxidant demand before disinfectionWhere the published literature ends—and where hypothesis generation beginsKey TakeawayScience advances by asking better questions—not by rushing to conclusions.This episode doesn't claim to have solved black algae. It challenges listeners to examine what the published research actually supports, recognize the limits of current knowledge, and think critically about where future swimming pool research should go.SponsorsSpecial thanks to the companies that support education and the advancement of the swimming pool industry:Blu-ray XLUnited ChemicalLaMotte CompanyRevved Up ApparelAqua Comfort Water GroupAquaStar Pool ProductsJack's Magic ProductsService Industry NewsConnect with Talking Pools

Ben discusses SLB rising 5% after beating on broad-based international drilling activity with its Data Center Solutions business on track to exceed $1 billion annualized run rate this year and $2 billion by end of 2027, Intel's after-hours pop fading as CapEx ballooned to over $20 billion for 2026 with 2027 significantly higher despite strong Client and Data Center results, Tenet Healthcare soaring 16% on a massive EPS guidance raise from Medicaid supplemental payments in TX and CA, HCA falling 3% on payer mix headwinds from ACA coverage losses, and NextEra reiterating all guidance through 2035 as power demand accelerates.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

The only word for week two in the house is chaos! The second houseguest is evicted and we have opinions. Send us an email at tallythefeedback@yahoo.com. Listen to “Big Brother 28: Eps 6-8” on Spreaker.

Already stepping to the mic for Secretly Frequencies with her debut album released only this year? We wouldn't do it with just anyone; Eaves Wilder has already honed the songwriting skills and storytelling talents of a season musical veteran. A singer-songwriter hailing from London, Eaves has released a steady drip of singles and EPs leading up to her first LP, 'Little Miss Sunshine,' released on Secretly Canadian this spring. Chatting with co-hosts Tom Davies and WFHB Music Director Abby Noroozi, Eaves covers topics ranging from her 90's rock influences, writing music in her garden shed, and finding her ideal bandmates and collaborators (tougher than it sounds for an introvert). Tune in.   Links:  Secretly Frequencies: Eaves Wilder Playlist Secretly Society Podcast Episodes Secretly Society Podcast on Secretly Store Secretly Society General Information   Eaves Wilder: Website Instagram X Facebook TikTok

It's all about earnings to kick off the final trading session of the week. Sam Vadas explains why an increase in Hoka sales and a full-year EPS guidance raise wasn't enough for Deckers Brands (DECK). Verizon (VZ) shares rallied on its mixed report while Charter Communications (CHTR) tapped 52-week lows at the open. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

MAFS 20 Eps 4-6 Recap: A Perfect Match Podcast Watch this podcast on YouTube! “A Perfect Match” is back with Aysha and Jason Reed breaking down Season 20, Episodes 4 through 6 of Married at First Sight. This week, the hosts dig into how the new couples settle into marriage—and whether any of them can actually call themselves a “perfect match.” From dramatic expert meetings to poolside drama (and even some dog talk!), these episodes set the stage for shifting alliances and plenty of early relationship speed bumps. As the newlyweds move from weddings to honeymoons to apartments, Aysha and Jason Reed discuss which couples are developing naturally and where things are already rocky. Cameron and Michelle show steady progress and growing comfort, while Sean and Nikki find themselves stuck in repeated communication battles. Adam and Marissa focus on “vibes,” but questions swirl about whether there's any real depth in their whirlwind attraction. Felipe and Tori manage an early admission of past cheating and tackle religious differences with surprising calm. Meanwhile, Caitlyn and Devin's mismatched energy levels threaten to derail their newlywed experience, and Courtney's boredom with Nick leaves everyone wondering how long their marriage will last. The hosts don't shy away from nuanced moments, from the realities of living together to exactly what a night-time “shower” entails. Key moments and strategy discussions from the podcast: Cameron's relocation dilemma puts long-term compatibility with Michelle under the spotlight Adam's odd poolside sock moment sparks debate—and Marissa's tolerance for his quirks earns attention Sean's controlling communication style with Nikki raises questions about power and attraction in relationships Courtney candidly voices her lack of connection with Nick, prompting comparisons to other couples' chemistry Felipe and Tori's openness about commitment fears and handling major differences, including faith and fidelity Can this group of seven couples overcome their first hurdles or are some already headed for disaster? What can the experts do to help before problems deepen, and where do personality clashes threaten to become dealbreakers? Dive in to this week's episode for all the relationship analysis, honest ratings, and behind-the-scenes details from Married at First Sight Season 20. Married at First Sight is a reality show where professional matchmakers help individuals find their perfect match. The catch? They don't see their forever-and-always until they walk down the aisle and say “I do!” Would you get married without ever laying eyes on your partner? Do you think these marriages will last? Catch up with us on Twitter and let us know how you liked this podcast (@RobHasAPodcast)! Chapters: 00:00 Science, Marriage, and Eight Weeks 06:41 Couples Skip Family Brunch Drama 13:07 Michelle Reveals Fertility Concerns 19:57 Cameron’s Reluctance Toward Change 27:43 Adam and Marissa’s Surface Vibes 34:01 Pool Socks and Steak With Hands 44:00 Sean and Nikki: Early Optimism 50:07 First Big Sean and Nikki Clash 59:00 Nikki Not Attracted to Sean 01:07:29 Hygiene Routines Cause Friction 01:16:01 Nick and Courtney’s Awkward Disconnect 01:24:56 Courtney Publicly Disses Nick 01:31:32 Expert Mediation for Nick, Courtney 01:36:12 Felipe Admits Fear of Commitment 01:41:49 Tori Leaves After First Sex 01:52:20 Mecca Hears She’s “Sixty Percent” 02:06:22 Devin and Kaitlyn Want Opposites 02:19:56 Dr. Lisa Advises Devin, Kaitlyn LISTEN: Subscribe to the Perfect Match RHAPUp podcast feed by visiting https://robhasawebsite.com/feed/mafs WATCH: Watch and subscribe to the podcast on YouTube SUPPORT: Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Previously on the Love at First Sight Feed: Love at First Sight Recap Archives

MAFS 20 Eps 4-6 Recap: A Perfect Match Podcast  “A Perfect Match” is back with Aysha and Jason Reed breaking down Season 20, Episodes 4 through 6 of Married at First Sight. This week, the hosts dig into how the new couples settle into marriage—and whether any of them can actually call themselves a “perfect match.” From dramatic expert meetings to poolside drama (and even some dog talk!), these episodes set the stage for shifting alliances and plenty of early relationship speed bumps. As the newlyweds move from weddings to honeymoons to apartments, Aysha and Jason Reed discuss which couples are developing naturally and where things are already rocky. Cameron and Michelle show steady progress and growing comfort, while Sean and Nikki find themselves stuck in repeated communication battles. Adam and Marissa focus on “vibes,” but questions swirl about whether there's any real depth in their whirlwind attraction. Felipe and Tori manage an early admission of past cheating and tackle religious differences with surprising calm. Meanwhile, Caitlyn and Devin's mismatched energy levels threaten to derail their newlywed experience, and Courtney's boredom with Nick leaves everyone wondering how long their marriage will last. The hosts don't shy away from nuanced moments, from the realities of living together to exactly what a night-time “shower” entails. Key moments and strategy discussions from the podcast: Cameron's relocation dilemma puts long-term compatibility with Michelle under the spotlight Adam's odd poolside sock moment sparks debate—and Marissa's tolerance for his quirks earns attention Sean's controlling communication style with Nikki raises questions about power and attraction in relationships Courtney candidly voices her lack of connection with Nick, prompting comparisons to other couples' chemistry Felipe and Tori's openness about commitment fears and handling major differences, including faith and fidelity Can this group of seven couples overcome their first hurdles or are some already headed for disaster? What can the experts do to help before problems deepen, and where do personality clashes threaten to become dealbreakers? Dive in to this week's episode for all the relationship analysis, honest ratings, and behind-the-scenes details from Married at First Sight Season 20. Married at First Sight is a reality show where professional matchmakers help individuals find their perfect match. The catch? They don't see their forever-and-always until they walk down the aisle and say “I do!” Would you get married without ever laying eyes on your partner? Do you think these marriages will last? Catch up with us on Twitter and let us know how you liked this podcast (@RobHasAPodcast)! Chapters:00:00 Science, Marriage, and Eight Weeks06:41 Couples Skip Family Brunch Drama13:07 Michelle Reveals Fertility Concerns19:57 Cameron's Reluctance Toward Change27:43 Adam and Marissa's Surface Vibes34:01 Pool Socks and Steak With Hands44:00 Sean and Nikki: Early Optimism50:07 First Big Sean and Nikki Clash59:00 Nikki Not Attracted to Sean01:07:29 Hygiene Routines Cause Friction01:16:01 Nick and Courtney's Awkward Disconnect01:24:56 Courtney Publicly Disses Nick01:31:32 Expert Mediation for Nick, Courtney01:36:12 Felipe Admits Fear of Commitment01:41:49 Tori Leaves After First Sex01:52:20 Mecca Hears She's "Sixty Percent"02:06:22 Devin and Kaitlyn Want Opposites02:19:56 Dr. Lisa Advises Devin, Kaitlyn Married at First Sight is a reality show where professional matchmakers help individuals find their perfect match. The catch? They don't see their forever-and-always until they walk down the aisle and say “I do!” Would you get married without ever laying eyes on your partner? Do you think these marriages will last? Catch up with us on Twitter and let us know how you liked this podcast (@RobHasAPodcast)! Previously on the Love at First Sight Feed:Love at First Sight Recap Archives LISTEN: Subscribe to the Perfect Match RHAPUp podcast feed by visiting https://robhasawebsite.com/feed/mafsWATCH: Watch and subscribe to the podcast on YouTubeSUPPORT: Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Learn more about your ad choices. Visit megaphone.fm/adchoices

First and foremost, Pepperwine is a groovy, funky, beachy vibe that is producing infectious music and puts on killer live shows.But they are also some of the kindest, funniest and most supportive humans around.  They were the 4th ever interview I did, back when I was co-hosting episodes with George Wacker under Lehigh Valley with Love: Music.  They were also part of the first Holiday Spectacular, and then under the Your Next Favorite Band banner, they were the first headliners of our No Planet B Jamboree, and have made various appearances here and there.  But never a fully dedicated NextFavBand episode.  So tonight, we rectify that!We'll revisit their personal backstories and journeys to musician-life.  We'll also hear about the song writing process, and how the bangers are still being created.  And the have a brand new anthem called "MSH" that they debuted at Musikfest last year, and lit stages and earholes on fire.Rumor has it that they might play an acoustic version of it live during the broadcast!  Don't miss it!Pepperwine Biohe story of Pepperwine began in the fall of 2010 when a guitar player in a punk band biked over to a local music school and told them he needed vocal lessons.  The owner said he had just the teacher in mind - a “bad ass” named Kellie.  Now over a decade later, that bad ass teacher and guitar player have produced two 5-song EPs, one 11-song full length LP, various singles, a marriage, and...... PEPPERWINE!!With just four members and eight hands, Pepperwine uses voice, piano, synthesizer, guitar, bass, and percussion to create hip shaking-rhythms and head-nodding tunes.  The music effortlessly blends elements of soul, pop, funk, and rock with Leading Lady Kellie offering a powerful yet sultry vocal cherry on top.Pepperwine has played over 200 live shows at venues and festivals throughout New Jersey, Pennsylvania, New York, Connecticut, and Delaware. The repertoire continues to grow, the grooves are getting more infectious… stay tuned!Text us your thoughts on this episode, and who should be OUR #NextFavBand...As always, our hope is to bring you "your next favorite band".  If you tuned in today because you already knew this musician - thank you very much!  We hope that you enjoyed it and would consider following us and subscribing so we can bring you your #nextfavband in the future.  And check out nextfavband.com for our entire catalog of interviews!If you have a recommendation on who you think OUR next favorite band should be, hit us up on social media (@nextfavband everywhere) or send us an email at nextfavband@stereophiliastudio.com.Thank you to Carver Commodore, argonaut&wasp, and Blair Crimmins for allowing us to use their music in the show open and close.  It makes everything sound so much better!Let's catch a live show together soon!#nextfavband #livemusic #music #musicinterview #musician  #singer  #guitar  #song  #newmusic  #explorepage  #instamusic #bestmusic #musicismylife #musicindustry #musiclife #songwriter #musiclover #musicfestival 

Netflix just posted its slowest revenue growth in over a year, and the stock got hammered. We break down why the sell-off might be mispricing what's actually happening underneath the numbers.Netflix's Q2 2026 earnings sparked a sharp market reaction, with growth decelerating and forward guidance coming in around 12% for Q3 and Q4. Using fiscal.ai data, we compare Netflix's 325+ million paying subscribers against Disney, Warner Bros. Discovery/Paramount+, Amazon Prime Video, and ad-supported giants like YouTube and Meta. We dig into why Netflix remains the clear leader in paid streaming even as its ad-tier data center buildout has yet to reaccelerate top-line growth.On the financials side, we cover Netflix's 33% operating margin, $3.4 billion in GAAP net income, and $1.5 billion in free cash flow for the quarter, plus the lingering cash impact from the terminated Warner Bros. Discovery merger talks. Then we move to valuation: trailing and forward P/E and price-to-free-cash-flow multiples, and why this may be the cheapest Netflix has traded in three to four years.Is Netflix transitioning from a high-growth streaming stock to a steady, profitable value stock, and does that make current levels an entry point? We break down what the market is pricing in for long-term EPS growth and whether the bar has been set low enough to matter for long-term investors.Semi Insider members get access to CSI's research platform and tools plus deeper research as it happens. Join at chipstockinvestor.com.Full research and stock tools: https://chipstockinvestor.comGet 15% off your fiscal.ai membership with our link: https://fiscal.ai/csiContent in this podcast is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted, and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.CSI owns shares of Netflix.

Sarah and Mary go hard in the paint on MAFS Season 20 Eps 2 and 3: Editing conspiracy theories, expert mismatches, insecurities revealed - and more. Join us on Patreon for more of the Inner Sanctum with Sarah and Mary: More thoughts on MAFS Season 20 Ep 2 and 3.   Subscribe, Follow, Like, and Review, Wherever you get your podcasts. Follow us on Twitter, Instagram, & Facebook.   Get RUMP Merch here: https://areyoumypodcast.bigcartel.com/   Visit hero.co and use code MYPODCAST for 10% off your order. Visit blissy.com/MYPODCAST and use code MYPODCAST for 60-nights risk-free PLUS an additional 30% off. Visit BubsNaturals.com and use code MYPODCAST for 20% off. Visit huel.com/mypodcast and use code MYPODCAST for 15% off.   sarahcolonna.commaryradzinski.com      Sarah's merchMary's merch   © 2020-2022 Are You My Podcast?

Marley Kayden and Alex Coffey cover a massive earnings evening for tech as two Mag 7 giants in Alphabet (GOOGL) and Tesla (TSLA) report. Alphabet's revenue increased more than 20% year-over-year backed by strong cloud growth, while Tesla (TSLA) missed EPS expectations. The panel also discusses Texas Instruments (TXN), ServiceNow (NOW), and IBM Corp. (IBM). ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Andrew, Ben, and Tom discuss what today's earnings say about a broadening economy with 3M raising full-year EPS guidance to $8.80-$8.95 on sharp acceleration in Safety/Industrial and Transportation/Electronics, Steel Dynamics posting +12% total steel volume and +19% steel fabrication shipments backed by reshoring and infrastructure demand, weakness continuing in consumer categories like packaging and home improvement, and financials showing resilient consumer spending, improving credit quality, and early signs of renewed price competitiveness in consumer credit and insuranceJoin our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Is a 1% tax enough to change how corporate America returns billions of dollars to shareholders?In this episode of Corporate Finance Explained, we explore the economics of stock buybacks, the new federal 1% excise tax on share repurchases, and why capital allocation decisions can create enormous shareholder value or destroy it.Stock buybacks have become the dominant way companies return capital to investors, but not every repurchase creates value. We break down how buybacks affect earnings per share (EPS), why valuation matters, how the new buyback tax changes the math, and why companies like Apple and JPMorgan approach repurchases very differently than businesses that have made costly capital allocation mistakes.

MAFS 20 Eps 2 & 3 Recap: A Perfect Match Podcast “A Perfect Match” dives into the first weddings and receptions of Married at First Sight Season 20, episodes 2 and 3, with hosts Jason Reed and Aysha Welch. As seven new couples meet at the altar, chemistry sparks, and sometimes fizzles, while families, old flames, and even political questions complicate these brand-new unions. Jason and Aysha break down the most revealing moments, awkward encounters, and early red flags as the couples take their first steps toward marriage. The episode opens with a recap of an exclusive screening event in New York, then moves straight into the whirlwind of wedding day surprises. Marissa and Adam realize they already met two years ago, adding layers of humor and discomfort to their ceremony. Meanwhile, family members like “Logic,” Mecca's outspoken father, bring comic relief and probing questions, while other relatives question every decision from cake slices to dance floor antics. The show's first impressions, love languages, and unique gifts are all up for analysis, with Jason and Aysha rating each couple's compatibility and chances for success. Key topics explored: Marissa and Adam's surprise previous encounter and Adam's piano solo met with mixed reactions. Mecca and Bellajolie navigating a lively family dynamic thanks to Logic's commentary, while their own connection remains a question mark. Tori and Felipe's easygoing, affectionate start, offset by his distinctive laugh and her interactions with his mom. Nick's reality TV background fueling Courteney's skepticism, especially after her confusion about political conversations and cultural touchstones. Nikki and Sean's clashing expectations, her financial standards up against his attempts at humor and physical connection. Will any couple thrive past the wedding night, or are the red flags already waving? Which pair shows real promise, and who's mismatched from the start? Listen for a candid, couple-by-couple breakdown of which marriages might last, and which are already on shaky ground, in these eventful Married at First Sight episodes. 00:00 Perfect Match Podcast Begins 03:12 Exclusive Screening With Peacock Recap 10:14 Adam and Marissa Wedding Recap 31:15 Bellajolie Rates Mecca A “Nine” 33:38 Logic Dominates Wedding Speeches 46:45 Mecca's Feelings Remain Unclear 54:03 Tori and Felipe Immediate Chemistry 01:04:29 Cameron and Michelle's First Meeting 01:18:00 Devin and Caitlin's Bro Energy 01:34:21 Nick's Reality TV Revelation 01:39:03 Courteney Questions Nick's Real Motives 02:03:02 Nikki Wants High-Earning Tall Partner 02:16:02 Nikki Unimpressed Meeting Sean 02:23:34 Sean's Intimacy Makes Nikki Uncomfortable 02:30:00 Hosts Rate All Seven Couples Married at First Sight is a reality show where professional matchmakers help individuals find their perfect match. The catch? They don't see their forever-and-always until they walk down the aisle and say “I do!” Would you get married without ever laying eyes on your partner? Do you think these marriages will last? Catch up with us on Twitter and let us know how you liked this podcast (@RobHasAPodcast)! LISTEN: Subscribe to the Perfect Match RHAPUp podcast feed by visiting https://robhasawebsite.com/feed/mafs WATCH: Watch and subscribe to the podcast on YouTube SUPPORT: Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Previously on the Love at First Sight Feed: Love at First Sight Recap Archives

MAFS 20 Eps 2 & 3 Recap: A Perfect Match Podcast  “A Perfect Match” dives into the first weddings and receptions of Married at First Sight Season 20, episodes 2 and 3, with hosts Jason Reed and Aysha Welch. As seven new couples meet at the altar, chemistry sparks, and sometimes fizzles, while families, old flames, and even political questions complicate these brand-new unions. Jason and Aysha break down the most revealing moments, awkward encounters, and early red flags as the couples take their first steps toward marriage. The episode opens with a recap of an exclusive screening event in New York, then moves straight into the whirlwind of wedding day surprises. Marissa and Adam realize they already met two years ago, adding layers of humor and discomfort to their ceremony. Meanwhile, family members like "Logic," Mecca's outspoken father, bring comic relief and probing questions, while other relatives question every decision from cake slices to dance floor antics. The show's first impressions, love languages, and unique gifts are all up for analysis, with Jason and Aysha rating each couple's compatibility and chances for success. Key topics explored: Marissa and Adam's surprise previous encounter and Adam's piano solo met with mixed reactions. Mecca and Bellajolie navigating a lively family dynamic thanks to Logic's commentary, while their own connection remains a question mark. Tori and Felipe's easygoing, affectionate start, offset by his distinctive laugh and her interactions with his mom. Nick's reality TV background fueling Courteney's skepticism, especially after her confusion about political conversations and cultural touchstones. Nikki and Sean's clashing expectations, her financial standards up against his attempts at humor and physical connection. Will any couple thrive past the wedding night, or are the red flags already waving? Which pair shows real promise, and who's mismatched from the start? Listen for a candid, couple-by-couple breakdown of which marriages might last, and which are already on shaky ground, in these eventful Married at First Sight episodes. 00:00 Perfect Match Podcast Begins03:12 Exclusive Screening With Peacock Recap10:14 Adam and Marissa Wedding Recap31:15 Bellajolie Rates Mecca A “Nine”33:38 Logic Dominates Wedding Speeches46:45 Mecca's Feelings Remain Unclear54:03 Tori and Felipe Immediate Chemistry01:04:29 Cameron and Michelle's First Meeting01:18:00 Devin and Caitlin's Bro Energy01:34:21 Nick's Reality TV Revelation01:39:03 Courteney Questions Nick's Real Motives02:03:02 Nikki Wants High-Earning Tall Partner02:16:02 Nikki Unimpressed Meeting Sean02:23:34 Sean's Intimacy Makes Nikki Uncomfortable02:30:00 Hosts Rate All Seven Couples  Married at First Sight is a reality show where professional matchmakers help individuals find their perfect match. The catch? They don't see their forever-and-always until they walk down the aisle and say “I do!” Would you get married without ever laying eyes on your partner? Do you think these marriages will last? Catch up with us on Twitter and let us know how you liked this podcast (@RobHasAPodcast)! Previously on the Love at First Sight Feed:Love at First Sight Recap Archives LISTEN: Subscribe to the Perfect Match RHAPUp podcast feed by visiting https://robhasawebsite.com/feed/mafsWATCH: Watch and subscribe to the podcast on YouTubeSUPPORT: Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Learn more about your ad choices. Visit megaphone.fm/adchoices

[School of Everything Else 2026] This is a commissioned show for AJ. We recorded it several months ago, but banked it until the long-awaited release of Christopher Nolan's Odyssey. It is an independent, serialised concept musical, released across nine digital EPs from December 2022 through to December 2024 by Jorge Rivera-Herrans (who also plays Odysseus, amongst others). And this took a certain portion of the Internet by storm, garnering fan projects to animate each of the songs, all of which you can find assembled here in one 2h 22m work of collaborative passion made on one iota the budget of Nolan's IMAX titan. Willow showed this to us on Christmas day and the music and handling of the many characters really stuck with us. This is the most excited I've been about a musical since Hamilton and the original Moana. Statistically, almost none of you have heard this, so we specifically crafted this show to introduce what Jorge and company achieved here and hopefully get a bunch of new people with these catchy-ass songs bouncing round their heads. This is DreamWorks' Prince of Egypt and Sinbad: Legend of the Seven Seas to Ridley Scott's Exodus: Gods & Kings and his Robin Hood. This week's After School Club: Ulysses 31 Next week: Pirates of the Caribbean: Dead Man's Chest

A frantic week in the house ends with the first eviction. Brian spends the entire weekend watching feeds. Send us an email at tallythefeedback@yahoo.com. Listen to “Big Brother 28: Eps 2-4” on Spreaker.

Earnings season is off to a concerning start. Plus, oil winners and losers… The GLP-1 stock rotation… Why AI is reviving the short trade… A major headwind is coming for SpaceX (SPCX)... Why AI capex is a positive… And more. In this episode: Argentina vs. England was beyond amazing [0:16] A huge thank you for sending goodies to the office [4:38] Winners and losers as oil prices climb back to $80 per barrel [8:34] The GLP-1 trend is causing a huge rotation in stocks [16:46] A concerning start to earnings season [19:20] Why AI is reviving the short trade [25:46] A major headwind is coming for SpaceX [28:52] One of the best ways for a beaten-down stock to boost EPS [32:25] AI capex is great for the economy [36:15] Will growing AI power demand lead to blackouts? [39:36] 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

43歲中年失業，林鴻明押注一個當年沒人要做的冷門晶片。20年後，熬出近八成市佔與破百EPS，他又把目光投向更難的賽道。 文：黃亦筠 製作團隊：錢玉紘、鄭子鴻 ＊閱讀零時差，點這看全文

Netflix (NFLX) closed Thursday's trading session just above its 52-week lows, and trading was choppy after hours after the streaming giant released earnings. EPS beat but revenue missed expectations, and Netflix missed expectations on both fronts when it came to guidance. Sam Vadas and Jeff Pierce discuss what the report signals for the company and the overall streaming space. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

United Airlines shares fall as much as 2.3% in premarket trading on Thursday after the airline reported second-quarter earnings. The midpoint of its updated full-year adjusted EPS forecast trailed the average analyst estimate. Speaking on Bloomberg Surveillance, CEO Scott Kirby says more fare increases are possible.See omnystudio.com/listener for privacy information.

In this mid-year outlook episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, revisit their 2026 forecast and explain why they've raised their S&P 500 target from 12-15% to 15-18% for the year, while holding bonds steady at 3-5%. They walk through how AI capex has become a macroeconomic story as much as a market one, contributing roughly 90 basis points per quarter to real GDP growth, and why hyperscaler spending plans for 2026 and 2027 keep getting revised sharply higher.The conversation covers the labor market's quiet resilience, why business creation data suggests confidence rather than desperation, an inflation picture that isn't going away despite market expectations for Fed rate hikes, and a sector rotation story where former "value" stocks like Micron have become momentum plays almost overnight. Ryan and Sonu also dig into earnings estimate revisions, midterm-year volatility patterns, diversifiers like gold and managed futures, and swap stories from their World Cup travels before previewing next week's guest.[Key Takeaways]Carson raised its 2026 S&P 500 target from 12-15% to 15-18% at the midpoint of the year, with the index already up 11% total return year-to-date; bonds remain forecast at 3-5%.AI-related hardware and software investment (excluding data centers) has contributed about 45% of real GDP growth over the last five quarters, roughly 90 basis points per quarter.Hyperscaler capex estimates keep climbing: the five largest tech spenders were projected to spend $470 billion in 2026 back in November; that figure is now $740 billion, with 2027 estimates rising from $530 billion to nearly $900 billion.S&P 500 2026 EPS estimates have risen from $308 to $339 a share (up 10%) since the start of the year, with 2027 estimates up 12%, led by technology, energy, and materials.The labor market shows underlying strength despite headline softness, with unemployment at 4.2%, average payroll growth around 110,000 a month, and falling continuing claims.Inflation remains sticky due to incomplete tariff pass-through, reshoring-related cost increases, and rising computer/software prices, a reversal from the deflationary tech trends of the 1990s.Jump to:0:00 - Welcome And The Midyear Setup1:45 - Why We Raised The Stock Target5:38 - AI Spending Shows Up In GDP9:44 - The Consumer Looks Better Than Feels14:20 - Business Creation As A Confidence Signal17:08 - The Real Leaders Inside “Tech”18:53 - Earnings Keep Getting Revised Higher27:03 - The Inflation Problem Isn't Gone31:06 - The Fed Pause Versus Hike Pricing35:00 - Second-Half Equity Playbook And Rotation42:19 - Volatility, Breadth, And Midterm Patterns49:06 - Bonds, Oil Headlines, Gold, Diversifiers52:55 - World Cup Travel Notes And Wrap-Up57:08 - DisclosuresConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

This episode jumps back in into my interview with John Fasal, Charlie Campagna and Eric Potter. 3 of the world's top field recordists, working in films and games. They discuss the never ending list of new gear out there and how they approach what gear they use, plus their favourite non traditional types of microphones and when they use them. We also announce the details on how you can take part in this year's Tonebenders Listener Field Recording Stories. Go to https://tonebenderspodcast.com/field-recording-story-submissions/ to get all the details. Go back and here part one of this talk in Eps 365. ______ SPONSORS: If summer has your next project heating up, Sound Ideas is making it easier to build up the library you'll need. During the Sound Ideas Mid Year Sale, you can save 50% on all proprietary items. From impacts and ambiences to vehicles, animals, machinery, production elements, and specialty effects, you can stock up on professional sounds before the next deadline hits. Get ahead of the edit with sounds ready for the scenes, transitions, textures, and surprises still to come. Shop the 50% off, Mid Year Sale now at https://sound-ideas.com/ ________ If you are interested in field recording, you should know about the O-Mini P48 and the brand new O-Mini PIP miniature omni-directional electret microphones. Each one is hand made by Chris Trevino, a practicing field recordist, and a really engaged member of the sound community. He puts a lot of work into making and testing each mic to ensure they live up to his high standards. They are ultra-sonic capable, which makes manipulating your recordings with them a lot of fun. They are also extremely affordable. At $150us for the P48 & $130 for the PIP, they offer a lot of value for a stereo matched pair. Find out more at https://www.chrisatrevino.com/store * Please note that the Plug-In Power O-Minis are currently our of stock and will be available again in August '26. ________ Make sure you are up to date with everything Tonebenders is doing, from upcoming events to the latest episodes by signing up for the once-a-month Tonebenders email newsletter: https://tonebenderspodcast.com/join-our-email-list/ Episode Notes: https://tonebenderspodcast.com/366-2026-sound-effects-field-recording-roundtable-pt-2/
Podcast Homepage: https://tonebenderspodcast.com/ This episode is hosted by Timothy Muirhead

Convertible debt can offer an issuer a lower-cost financing alternative, but the accounting can be complex depending on the instrument's terms, settlement features, and related transactions. This episode discusses the key accounting models for convertible debt, including bifurcation under ASC 815, the own stock scope exception, substantial premium model, single instrument model, related features such as capped calls and contingent interest, and diluted EPS considerations.  For further guidance on the accounting for this topic, see chapter 6 of PwC's Financing transactions guide.   This is the final episode in our debt-related miniseries. In case you missed any, listen to our previous episodes: Debt restructuring: Accounting for borrowers Beyond debt: Accounting for other liability-classified arrangements Current or noncurrent? Getting debt classification right  Follow this podcast on your favorite podcast app and subscribe to our weekly newsletter to stay in the loop.  About our guests  Bret Dooley is a PwC National Office Deputy Chief Accountant who leads teams focused on the financial services sectors and accounting for financial instruments. He has over 25 years of experience in the financial services, banking, and capital markets industries. Bret focuses on emerging financial reporting issues related to financial instruments, developing interpretive guidance, and assisting clients in resolving complex accounting matters.  Chip Currie is a partner in PwC's National office with 30 years of experience assisting companies in resolving complex business and accounting issues. He concentrates on the accounting for financial instruments under both current and emerging standards and works with many of the firm's largest financial services clients and a number of non-financial services clients on treasury-related matters.  About our guest host  Diana Stoltzfus is a partner in PwC's National Office who helps to shape PwC's perspectives on regulatory matters, responses to rulemakings and policy development, and implementation related to significant new rules and regulations. Prior to rejoining PwC, Diana was the Deputy Chief Accountant in the Office of the Chief Accountant (OCA) at the SEC where she led the activities of the OCA's Professional Practices Group.   Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com.Did you enjoy this episode? Text us your thoughts and be sure to include the episode name.

The big things you need to know:First, we are making several changes to our S&P 500 sector views with upgrades to Tech to overweight and Consumer Discretionary to market weight, alongside downgrades of Communication Services to market weight and Utilities to underweight.Second, the expected growth rate for 2Q26 S&P 500 EPS has continued to drift up ahead of reporting season, but trends in beat rates and EPS revisions have been mixed.Third, on our broader outlook we're on guard for a shift back into US and mega cap Growth leadership.