Podcasts about EPS

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

SUMMARY: If the cost of public AI continues to rise, because of various market shortages, should CIOs start looking at backup plans to better own their AI journeys and futures?SHOW: 1036SHOW TRANSCRIPT: The Enterprise AI Show #1036 TranscriptSHOW VIDEO: https://youtu.be/ZgkMF7G3YfoSHOW SPONSORS:OutShift by Cisco - “Scaling Out Superintelligence”  The Internet of Cognition architectureShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!Nasuni - Activate your data for AI and request a demoSHOW NOTES:Andy Weir (The Martian) on Eps. 193Systems of Record Won the SaaS Era - Clearinghouses Will Win the Agents EraHarness Engineering is where Enterprise AI becomes realTHESIS: It comes up as different control points, but CIOs are ultimately trying to figure out how to get the value from Enterprise AI while delivering a set of consistency across different teams and use-cases. Let's explore what this “Enterprise Harness” is starting to look like. Enterprise Clearinghouse Enterprise Intelligence (a.k.a. Middleware)Enterprise Catalog - Models as a Service, Agents as a ServiceEnterprise Skills or Shareable Prompt HarnessesSymantec Routing to ModelsAI Gateway ControlsFEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

This episode we've got a few announcements for outdoor events, and pick up the conversation from our recent trip to NYC to talk about Ellis Island and immigration in the early 20th century. We are joined by in-studio guest local musician Julian Hartwell and feature a track from one of his recent EPs.

Ben and Tom discuss Oracle's 8% drop on a $40 billion capital raise plan and CapEx ballooning to $90-95 billion against just 6% EPS growth, the ECB hiking rates for the first time since 2023 to 2.25% into a sagging expansion, today's PPI print and 30-year auction, Rick Rieder's case for Fed cuts and fixed-income opportunities, OpenAI weighing drastic token price cuts to fend off Anthropic, and why Google's equity-funded AI buildout raises real questions about ROIC.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

6 .Crisis en Disfarma. usuarios de esta EPS enfrentan largas filas y falta de medicamentos en Manizales. Salud by LA PATRIA

Solara delivers a masterful live set composed entirely of original productions, centered around their forthcoming 'Helium' releases, a trilogy of EPs rooted in what they call 'Melodic Indie Dance.' The mix features unreleased music, live instrumentation, and analog synth textures inspired by acts like RÜFÜS DU SOL, WhoMadeWho, and Adriatique.

Traitors NZ Season 3 Eps 3 & 4 Recap Welcome to RHAP’s coverage of ALL the Traitors iterations from around the world, including New Zealand, Australia, and Canada. Join Pooya (“The Duke of Deception”) and Annabel as they dive into episodes 3 and 4 of The Traitors New Zealand Season 3, where traitors scramble to maintain control after a string of banishments, shifting alliances take shape, and faithfuls step into the spotlight with bold new reads. In this analysis, Pooya and Annabel examine the impact of critical player slip-ups, the social fallout from strategic blunders, and the implications of an impending recruitment twist. Early predictions come into play as Pooya and Annabel discuss how Ryan's verbal missteps seal his fate and signal to the house that unintentional “faithful slips” might need a re-evaluation. Bradley's intense gameplay, marked by Survivor references, shifting loyalties, and a failed attempt to control the conclave, puts him on a collision course with Keanu and Jill. As strategy talks escalate, the faithfuls consolidate power through visible alliances and alliance-adjacent groupings, and Samantha's confidence as a vocal faithful emerges as a new game force. Look for insight into: Bradley's unraveling as his Survivor-fan style and split allegiances create crack after crack in the traitor team Keanu's charismatic but unyielding approach to murder decisions, and whether it helps or hurts his endgame The realignment of voting blocs, as old alliances splinter while Dave, Harrison, and Samantha seek new numbers Fresh analysis of the traitors' upcoming recruitment (“seduction”) and speculation on potential targets like Harrison, Dave, or James The house debate about “quiet” versus “loud” gameplay—does it protect or endanger players like Kate and Jill? As the power struggles mount and the seduction looms, will the conclave's divisions cost the traitors their grip? Who might rise if a new traitor joins the mix, or if faith in group reads breaks down? 00:00 Annabel's Prediction and Gloating 06:16 Keanu Called “Superstar,” Dominates Game 12:11 Bradley Targets Keanu, Conclave Splits 18:18 Jill Spirals After Bradley's Exit 23:17 Kate Banished: Samantha and Violet Lead 29:01 Jill Critiqued: Samantha's Confrontation 36:36 Keanu's Inflexibility Worries Annabel 41:02 Dave Redeems, Aroha Regrets Vote 46:28 Jannaia Murdered, Keanu's Alliance Shifts 55:31 Predictions: Debbie, Maria, Harrison at Risk How is your favourite faithful doing? Or do you cheer for the traitors? Let us know by tagging us on Twitter @RobHasAPodcast Never all our Traitors US recaps plus recaps from other versions around the world! LISTEN:  Subscribe to the Traitors Around the World podcast feed WATCH:  Subscribe to the podcast on YouTube SUPPORT:  Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks!

Traitors NZ Season 3 Eps 3 & 4 Recap Welcome to RHAP's coverage of ALL the Traitors iterations from around the world, including New Zealand, Australia, and Canada. Join Pooya (“The Duke of Deception”) and Annabel as they dive into episodes 3 and 4 of The Traitors New Zealand Season 3, where traitors scramble to maintain control after a string of banishments, shifting alliances take shape, and faithfuls step into the spotlight with bold new reads. In this analysis, Pooya and Annabel examine the impact of critical player slip-ups, the social fallout from strategic blunders, and the implications of an impending recruitment twist. Early predictions come into play as Pooya and Annabel discuss how Ryan's verbal missteps seal his fate and signal to the house that unintentional “faithful slips” might need a re-evaluation. Bradley's intense gameplay, marked by Survivor references, shifting loyalties, and a failed attempt to control the conclave, puts him on a collision course with Keanu and Jill. As strategy talks escalate, the faithfuls consolidate power through visible alliances and alliance-adjacent groupings, and Samantha's confidence as a vocal faithful emerges as a new game force. Look for insight into: Bradley's unraveling as his Survivor-fan style and split allegiances create crack after crack in the traitor team Keanu's charismatic but unyielding approach to murder decisions, and whether it helps or hurts his endgame The realignment of voting blocs, as old alliances splinter while Dave, Harrison, and Samantha seek new numbers Fresh analysis of the traitors' upcoming recruitment (“seduction”) and speculation on potential targets like Harrison, Dave, or James The house debate about “quiet” versus “loud” gameplay—does it protect or endanger players like Kate and Jill? As the power struggles mount and the seduction looms, will the conclave's divisions cost the traitors their grip? Who might rise if a new traitor joins the mix, or if faith in group reads breaks down? 00:00 Annabel's Prediction and Gloating06:16 Keanu Called “Superstar,” Dominates Game12:11 Bradley Targets Keanu, Conclave Splits18:18 Jill Spirals After Bradley's Exit23:17 Kate Banished: Samantha and Violet Lead29:01 Jill Critiqued: Samantha's Confrontation36:36 Keanu's Inflexibility Worries Annabel41:02 Dave Redeems, Aroha Regrets Vote46:28 Jannaia Murdered, Keanu's Alliance Shifts55:31 Predictions: Debbie, Maria, Harrison at Risk How is your favourite faithful doing? Or do you cheer for the traitors? Let us know by tagging us on Twitter @RobHasAPodcast Never all our Traitors US recaps plus recaps from other versions around the world!LISTEN:  Subscribe to the Traitors Around the World podcast feedWATCH:  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

Todd Chanko of Barron's Investor Circle outlines a strategy focused on free cash flow, dividend yield, and EPS growth over trend-driven sectors like AI. He highlights Motorola Solutions (MSI), Build-A-Bear Workshop (BBW), ADT (ADT), and Carpenter Technology (CRS) as strong, adaptable businesses. Chanko points to their cash generation, resilience, and niche positioning in a volatile market.======== 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 Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs?   FOR:  MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   AGAINST:  Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html  

Reden wir wieder mehr miteinander! Renate Witt-Frey plädiert ausdrücklich dafür. Oder ist Telefonieren aus der Mode gekommen? Ist Schreiben besser? Was kostet mehr / weniger Zeit, was führt eher zum Ziel? Darum geht es in dieser Episode mit unserer Telefonexpertin Renate Witt-Frey. In diesem Podcast gibts nicht nur wertvolle Tipps für Vertrauensaufbau und für einen erfolgreichen Verkaufsprozess am Telefon, sondern auch im Videocall und fürs persönliche Gespräch. Renates Kunden erzielen z. T. 4-5 stelligen Umsatz nach den ersten 30 Minuten Training. Info: Was sagen die Kunden von Connextions? Am Ende ist vor allem das individuelle Üben und Ausprobieren im 1-2-1 Training mit Renate Witt-Frey der Erfolgsfaktor Nummer Eins für Leichtigkeit und Erfolg des Gesprächs. Es geht also im Training mit Renate und im Podcast immer um Optimierung der Verkaufskommunikation, nicht nur bei Akquise und Kundenbindung, sondern auch beim Nachfassen von Angeboten, um sie zu Aufträgen zu machen. Beim Üben im Training erlebst Du dann die Wirkung dessen, was Du sagst, vor allem, wenn Renate Witt-Frey mit Dir die Rollen tauscht. Du übernimmst dann die Rolle des Angerufenen. Beispiele und "Trockenübungen" dazu hörst Du übrigens auch in einigen vorherigen Episoden dieses Podcasts. Du wünscht Dir jetzt gleich erste Schritte in Richtung Sicherheit und Leichtigkeit? Dann buche doch jetzt direkt. das Paket zum Start, das EPS, das Erfolgspaket Powercall Soforthilfe Du möchtest alles jederzeit nachlesen und vertiefen, dazu schneller, deutlich erfolgreicher werden? Dann ist der 3-teilige Online-Kurs für Dich richtig. Was ist wichtig vor dm Gespräch, währenddessen und danach? In ausführlichen Schritten erklärt, immer wieder nachzulesen und durch eigene Markierungen zu verdeutlichen. (Mehr Infos und Bestellung hier: https://erfolgreich-telefonieren.produkt-empfehlungen.eu/online-kurs/ "‌"). Dein kostenloses E-Book mit 3 Basistips und mehr infos gibt es hier: Erfolgreich Telefonieren - Mehr Leichtigkeit & Erfolg bei der Telefonakquise: Der Schlüsssel zum Erfolg Das Gute an einem Nein Dranbleiben Das kostenlose Webinar gibt es am 1. Montag des Monats um 16:00 Uhr bis 16:30 Uhr LIVE mit drei ganz konkreten Tipps und die Möglichkeit, Fragen zu stellen. Am Ende gibt es ein persönliches Geschenk. https://us02web.zoom.us/meeting/register/tZYlcO6gqjIjGtS5OcPrhTlS0uQTSUWXMR78 Starte Deine Telefonate mit Leichtigkeit! Generiere schnell erste Erfolge. Erreiche sofort mehr. Mehr Erfolg. Mehr Spaß, mehr Leichtigkeit. Schreib uns, ruf uns an: Was hast Du ausprobiert? Was hat gut funktioniert? Welches Thema fehlt Dir im Podcast noch? Nur wenn wir wissen, was Du brauchst, können wir den Podcast maßschneidern. Am Ende ist es immer das persönliche Üben mit Renate Witt-Frey im 1-2-1 Training. Feedback, Fragen, Themenwünsche und weitere Infos gern per email an podcast@connextions.de _____________________________________________ Weitere Informationen zu Renate Witt-Frey von Connextions findest Du unter Startseite. Erscheint Dir Dein Telefon auch immer wieder gefährlich und schwer und die Verkaufsgespräche per Video oder persönlich sind Dir ein Greuel? Dabei wünscht Du Dir so sehr mit Spaß, Leichtigkeit und Erfolg zu telefonieren und zu verkaufen, so dass Interessenten schnell Vertrauen fassen und zu Kunden werden? Dann mach jetzt den ersten Schritt, nimm den Hörer in die Hand! Wir zeigen Dir wie Du beginnst. In einem ersten Infogespräch gibt es einen ersten Tipp für Deine größte Herausforderung: Online-Terminbuchung von connextions Der Podcast entsteht in Zusammenarbeit mit Corporate Podcast, einer Marke der NEW IMAGINE Werbung GmbH. Mehr Informationen zu diesem Service finden Sie unter Erfolgreiche Corporate Podcasts produzieren

Eps. 06: Dream, Dare, Achieve ✨Halo P'Lovers!

This week on Jake's Happy Nostalgia Show, we're joined by actress and singer-songwriter Sofie Zamchick!Many viewers and listeners will know Sofie as the voice of Linny, the adventurous guinea pig and leader of the beloved Nick Jr. series Wonder Pets!. Beyond her memorable work on the show, Sofie has built a career spanning television, film, and theatre, showcasing her talents both on screen and on stage. In recent years, Sofie has also pursued her passion for music as a singer-songwriter, releasing multiple EPs and sharing her unique voice as an artist. We discuss her experiences growing up in the entertainment industry, bringing Linny to life for a generation of viewers, her work across acting and theatre, and her journey as a musician. We also talk about her latest EP, Anxious Romantic, and the inspiration behind her original music.Connect with Sofie:https://www.sofiezamchick.com/https://www.youtube.com/sofiezamchickhttps://www.instagram.com/sofiezamchickhttps://www.tiktok.com/@sofiezamchickhttps://open.spotify.com/artist/04bmrSXTKhXtFo6ws6xtkxhttps://music.apple.com/us/artist/sofie-zamchick/485224135Taping date: May 1, 2026Edited by: Drew Wellshttps://www.youtube.com/@drewsmediacorner399https://www.instagram.com/drews_media_1/Be sure to check out our website, where you can learn more about the podcast and find how to follow the Happy Nostalgia team:https://jakeshappynostalgiashow.weebly.com/Listen to the audio version wherever you find your podcasts:https://linktr.ee/JakesHappyNostalgiaShow

The market is obviously in a "buy the dip" run right now. But we are seeing lower highs and it's starting to turn. I still think there are quality names at discounts like $CIEN and even $AVGO. Have your watch lists ready and a strategy to get in to stocks you've wanted to buy. ⁠⁠⁠SIGNAL STACK LINK⁠⁠⁠

Episode 471, including tracks from Cro-Mags, Land of Wolves, The Sleights, Convict Class, The Applicators, The Question, Burn Kit, Main Street Saints, Anthrax, and High Fade. The episode is loaded with a bunch of new music shared with us, a couple great EPs/albums, and wrap up the show with a Thrash Metal track and a Punk Funk Rock track.

Provisions! Seemingly a simple standard to get the easy marks, but it isn't always the low-hanging fruit we expect.In this episode, I introduce IAS 37 Provisions from the ground up. Provisions are very examinable, and let's face it, they can look easy at first. But the examiner can make them tricky very quickly. I explain what a provision is, why the standard exists, and the three key recognition criteria: a present obligation from a past event, a probable outflow of economic benefits, and a reliable estimate.You will learn how to apply IAS 37 in exam-style scenarios, including legal claims, environmental clean-up obligations, contingent liabilities, and the all-or-nothing approach to recognition. I also show how provisions affect profit or loss, the statement of financial position, cash flow, EPS, and even deferred tax. The aim is simple: help you pick up the easy marks, structure your answer properly, and stay calm when the examiner adds a twist.Thanks for listening to this episode of Pass Your SBR ACCA Exams with Tom Clendon.If you'd like to view the exam question on screen and see my working, subscribe to the YouTube Channel: ⁠https://www.youtube.com/@tomclendonSBR⁠.For access to on-demand support and guidance for your ACCA SBR Journey, visit my website to see my current course offering: ⁠https://tomclendon.co.uk/⁠.Chapters:(00:00) Why provisions are examinable(01:24) What is a provision?(02:47) Why IAS 37 exists(04:08) The three recognition criteria(04:35) Legal and constructive obligations(05:42) The all-or-nothing approach(06:22) When it becomes a contingent liability(07:06) The double entry and cash flow link(08:34) When provisions are capitalised(09:35) Worked example: unfair dismissal claim(13:28) Environmental clean-up provision(17:09) Deferred tax implications

Jörgen Wigh, CEO of Lagercrantz Group Lagercrantz Group has completed 90+ acquisitions over 20 years and never sold one. CEO Jörgen Wigh runs 85 niche B2B companies under a 22-person headquarters with no integration, no exits, and no value realization targets. This is Part 2 of 2. Part 1 covers the deal model, while Part 2 is the operating culture. Jörgen gets into how 85 autonomous companies are governed without a matrix structure, why this model exists almost exclusively in the Nordics, what makes a founder walk away from a signed deal twice, why Lagercrantz deliberately targets a 10% failure rate, and what he would do differently starting from scratch today. What You'll Learn How Lagercrantz governs 85 autonomous companies with 22 people at headquarters Why the person who sources the deal always stays on the board post-close Why the Nordic compounder model exists here and almost nowhere else What makes a founder walk away from a signed deal twice What a 10% deal failure rate looks like when it's working as intended Why building this from scratch today takes at least a decade How cross-border deals get done when the legal contracts run 30 pages instead of 300 If you want to know how your team stacks up against the discipline Jörgen described across both episodes, take the M&A Competency Assessment. ____________________ This episode of M&A Science is presented by DealRoom. DealRoom just launched the only MCP server built for Buyer-Led M&A™ — so your AI and your deal data finally work together. Connect Claude, ChatGPT, or Copilot directly to DealRoom and let your AI read your pipeline, analyze due diligence documents, and automatically write findings back.  See for yourself: dealroom.net/mcp ____________________ Episode Chapters [01:14] Introduction and Part 1 recap [03:54] Deal governance: go/no-go process and board sign-off [04:31] No handoffs: why the deal sourcer stays on the board post-close [04:59] HQ structure: 22 people distributed across geographies [07:05] Why so many compounder platforms come from the Nordics [07:23] The cultural reasons: flat hierarchy, financial transparency, equality [09:19] Nordic management style versus US hierarchy [13:53] Cross-border deal friction: SPA length and legal complexity [24:43] Programmatic serial acquirer versus roll-up [25:18] The 100-day plan question: when Lagercrantz uses one and when it doesn't [25:59] The Bergman & Beving spinout ecosystem: six listed companies [26:45] Jörgen's role at Bergman & Beving and how conflicts are managed [29:57] Geographic expansion: Germany, Netherlands, DACH, Northern Italy [31:30] Starting from scratch today: why programmatic takes 10 years [33:01] EPS as the true long-term performance driver, not stock price [33:52] The perpetual ownership model and why it attracts certain sellers [34:17] The founder who backed out twice, patience won the deal [35:36] Failure rate: targeting 10%, what drives deals off course

Welcome to Omni Talk's Retail Daily Minute, sponsored by Duvo and Mirakl.In today's Retail Daily Minute, Omni Talk's Chris Walton discusses:Macy's reports Q1 net sales of $4.7B, up 1.8% YoY, with comps rising 3% overall and 2.4% at its 200 reimagined stores.Ulta Beauty beats top and bottom line estimates with EPS of $7.74 vs. $6.86 expected and revenue of $3.16B, raises full-year EPS guidance, and credits its TikTok Shop launch, Rare Beauty addition, and fragrance strength for a standout fiscal Q1.Amazon expands AI-powered visual search in its shopping app with real-time generative image suggestions, "Shop by Style" shoppable collages, and visual filter capabilities.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights.

Show Notes: “From Hidden Chaos to Visible Execution” Most founder-led companies do not need more theory. They need a clearer way to turn strategy into execution. In this episode of the TriMetric Roadmap Podcast, Scott and Jeff continue the Executive Performance System series by walking through what it actually looks like to install EPS inside a real company. The core idea: executive performance is not something you understand once and magically have. It has to be installed through clear priorities, leadership alignment, role clarity, captured knowledge, operating cadence, and visible execution. Scott and Jeff unpack why many businesses are successful because of the founder, but also stuck because of the founder. The very instincts that helped the company grow early can become the constraint when the business needs systems, accountability, and leadership infrastructure. They walk through the BFA process, including: Starting with the Business Health Diagnostic to reveal the truth of where the company really stands Identifying the biggest constraints and highest-leverage priorities Turning those priorities into CSIs — Critical Strategic Initiatives Using the Decision Matrix to connect SWOT-style thinking with the Five Freedom Levers Clarifying who owns what through the accountability chart Installing weekly cadence, scorecards, issue-solving, and follow-through Capturing institutional knowledge so the company no longer depends on what lives inside the founder's head A major theme in this episode is visibility. Hidden complexity creates chaos. Visible priorities, visible ownership, visible issues, visible knowledge, and visible execution create freedom. Jeff also shares a practical example of how tracking the right metrics revealed hidden problems in accounts receivable and accounts payable. Once the numbers became visible, the real issues could finally be solved. Scott ties the discussion back to the TriMetric Flywheel: Truth → Alignment → Action. The work starts by getting brutally honest about current reality. From there, the leadership team can align around what matters most and take focused action quarter after quarter. The episode ends with a simple but powerful question every founder can ask their team: “What is the most important thing we do as a company?” The answers will reveal how aligned — or misaligned — the business really is. Core Takeaway: Installing EPS is not about adding complexity. It is about removing hidden complexity by making the company's leadership, knowledge, priorities, and execution rhythm visible. That is how a founder-led business begins moving from founder follow-up to true leadership rhythm — and eventually, founder freedom.

LEARN MORE about NDX: ⁠https://www.nasdaq.com/nasdaq-100-options-xnd-ndx?utm_medium=Podcast&utm_source=RiskReversal⁠ SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Guy Adami and Dan Nathan hit a major milestone and don't hold back on what the market is really telling you beneath the surface. The Nasdaq is up 35% since March. Q1 earnings beat rates are near historic highs. Consumer sentiment is holding. So why do Mastercard, Visa, and American Express look like they're quietly falling apart? And why is the VIX on the Nasdaq flashing a warning that most investors aren't paying attention to? Guy and Dan break it all down — from the concentration risk hiding inside the indices, to crude oil's technical setup, to what the Cisco/fiber parallel from 1999 might mean for Nvidia and the AI trade today. Topics covered: Mastercard, Visa & AmEx: what the payment processors are signaling about the consumer Nasdaq 100 concentration: 15 names carrying the whole index VIX vs. VIX-N: the divergence Kevin Davitt says you need to watch Broadcom earnings preview: a $2.3 trillion company with 670% expected EPS growth — is it already priced in? Palo Alto Networks: best in class, but has it overshot? Software stocks: the bounce, the fade, and what comes next Oil and energy: why Valero is at all-time highs while crude is well off its peak The Cisco-to-Nvidia comparison — and why it's eerily familiar -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

LikeFolio's Landon Swan looks at consumer demand trends for Five Below (FIVE) ahead of earnings, highlighting strong sales and EPS growth from the prior quarter. He says the company continues to benefit from a “K-shaped economy,” appealing to value-focused shoppers while expanding its store footprint. Despite valuation concerns and tariff risks, consumer sentiment data points to solid year-over-year growth and potential upside in guidance.======== 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

We talk a lot about coding and AI and a little less about headlines today. Runner-up: SpaceX is targeting a June/July 2026 IPO at a reported ~$1.75 trillion valuation, which would be the largest public listing in history. The float follows SpaceX's ~$250B all-stock acquisition of xAI in February, folding Starlink, launch, and frontier AI into one entity.Runner-up: Amazon's custom AI chip business — Graviton, Trainium, and Nitro — hit a $20B annual run rate with triple-digit YoY growth. OpenAI committed to about 2 GW of Trainium capacity, Anthropic is scaling to 5 GW, and analysts project a standalone Trainium could become a $50B business.Runner-up: NVIDIA topped a $5.5 trillion market cap and is deploying more than $45B across the AI supply chain, extending its position from chip supplier to investor and customer across the stack.Runner-up: Apple posted record fiscal Q2 2026 revenue of $111.2B, up 17% YoY, with diluted EPS of $2.01. iPhone sales rose 22% and Services climbed about 16% to $26.65B, and the company guided Q3 growth of 14%-17%.Runner-up: AI venture funding shattered records with $297B in Q1 2026, including $35B raised in a single week.If you want a prize, send us a DM:instagram.com/rickerandbontiktok.com/@rickerandbontiktok.com/@rickerandbonyoutube.com/@rickerandbon

Cambio Radical radicó una denuncia contra el presidente Gustavo Petro por presunta participación en política tras anunciar su respaldo a Iván Cepeda. En otras noticias, el Gobierno prorrogó por un año la intervención de Emssanar, mientras miles de usuarios en el Valle enfrentan problemas de atención por millonarias deudas de la EPS.See omnystudio.com/listener for privacy information.

The big things you need to know:First, earnings sentiment (the rate of upward EPS estimate revisions) is now improving broadly within the equity market, which we think opens the door for a short-term pause in mega cap Growth leadership within the US and US leadership within global developed markets equities.Second, the Growth/Value trade within Large Cap has turned choppy again, which we think may reflect the broadening out of improving earnings sentiment and valuations that have started to look frothy for mega cap Growth on some metrics.Third, stock market optimism improved in the latest Conference Board survey, a bright spot in the consumer narrative and a data point that alleviates some of our near-term pullback concerns.

Derek Moore is joined by Shane Skinner this week to talk about the typical IPO performance within the first 30 days of trading. Then, they compare how Google vs Tesla performed after their IPOs. Later, Goldman Sachs calls for 8000 by year in in the S&P 500 Index, how May has seen stellar returns last couple years, a bunch of ETF filings for SpaceX adjacent products, and surprising forward EPS valuations.    Nvidia forward PE vs Costco and Walmart Google vs Tesla IPO performance Surprising Google State Post IPO SpaceX adjacent ETFs see a lot of filings How does this IPO issuance period compare to past ones? When day 100 is up nearly 10% what does the rest of the year historically look like? Bond vs Equity Valuations S&P 500 May Performance 1945-2026 Intel vs Nvidia   Mentioned in this Episode     Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com    

Eps. 104 In this episode, we get LOUD about faith, entrepreneurship, and what it really means to trust God's plan when everything seems to be going wrong.After taking a step back from the podcast, I'm finally back with a life update and the full story behind the launch of my newest nine2five product. What I thought would be a disaster quickly became one of the clearest examples of God working in my life.From moving to Montreal and starting a new chapter, to product delays, packaging mistakes, launch setbacks, and unexpected challenges, this journey tested my patience, my mindset, and my faith. Looking back, every obstacle ended up leading to something better than I could have planned on my own.In this episode, I share the behind-the-scenes story of building nine2five, the lessons I've learned about letting go of control, and the Bible verses that helped me navigate uncertainty throughout the process.If you've ever felt frustrated by closed doors, delayed plans, or seasons where nothing seems to be working out, I hope this conversation reminds you that sometimes the things we see as setbacks are actually preparing us for something greater.Shop real skin. real results: https://nine2fiveskin.com/Audio versions: Catch LTWL on Apple: https://podcasts.apple.com/ Catch LTWL on Spotify: https://open.spotify.com/For Podcast highlights and updates follow: LTWL Instagram: / loudtalkwithlavi LTWL TikTok: / loudtalkwithlaviMore Lavi: Lavinia Rusanda YouTube: / @laviniarusanda Lavinia Rusanda TikTok: / laviniarusanda Lavinia Rusanda Instagram: / laviniarusandaJoin content creator, engineering graduate, entrepreneur, and skincare founder Lavinia Rusanda as she uncovers the realities behind beauty, business, confidence, and personal growth while encouraging others to embrace progress over perfection and live with authenticity, purpose, and faith.

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

Our next label night is just one week away, and we're excited to welcome a true staple of both the imprint and the SUNANDBASS family, ArpXP, to Berlin Void next week. To get you warmed up for the night, ArpXP has put together an exclusive promo mix for us. Flying the flag for the SUNANDBASS Recordings sound, Simone has delivered standout EPs featuring collaborations with FD, Visionobi, and other close SAB family members, before releasing his debut album, Laws of Chance, on the label back in 2023. Joined by the rest of the crew, this is shaping up to be a night not to miss. Check out the Berlin SAB Recordings promo mix and make sure to join us next Saturday. SUNANDBASS Recordings Void Hall, Berlin 06.06.26 Tickets - https://ra.co/events/2436813

Alister Parker in conversation with David Eastaugh  https://bailterspace.bandcamp.com/ New Zealand shoegaze and noise rock band that formed in Christchurch in 1987 as Nelsh Bailter Space; they had previously recorded as the Gordons. Its members are Alister Parker (guitar, bass), John Halvorsen (bass, guitar), and Brent McLachlan (drums/percussion, samples). After releasing seven studio albums, numerous EPs/singles and a career retrospective compilation, Bailter Space went on an extended hiatus in 2004. They returned in August 2008 to play the Bowery Ballroom in Manhattan.

On this episode of THE HOT MIC, John Rocha and Jeff Sneider talk the news that Simon Kinberg's Star Wars trilogy is Eps 10-12 of the Skywalker Saga. the Tom Hardy Mobland drama, Disclosure Day first reactions, In the Hand of Dante and Primetime trailers, Disclosure Day final trailer, Stan Lee and AI deal, Amazon's AI animated projects deal, Supergirl and The Odyssey box office tracking being soft, Spider-Noir and The Boys finale reviews,  the Backrooms ghost director drama, and more!#tomhardy #stevenspielberg #DC #jamesgunn #theodyssey #spiderman #spidernoir  #theboys #Amazon #MGM #christophernolan  #Netflix #Disney #TheHotMic #JeffSneider #JohnRocha ____________________________________________________________________________________On this episode of THE HOT MIC, John Rocha and Jeff Sneider talk the news that Simon Kinberg's Star Wars trilogy is Eps 10-12 of the Skywalker Saga. the Tom Hardy Mobland drama, Disclosure Day first reactions, In the Hand of Dante and Primetime trailers, Disclosure Day final trailer, Stan Lee and AI deal, Amazon's AI animated projects deal, Supergirl and The Odyssey box office tracking being soft, Spider-Noir and The Boys finale reviews,  the Backrooms ghost director drama, and more!PLUS, John and Jeff answer all your questions. To send in a question or comment for Jeff and John, go to: streamlabs.com/johnrochasays/tip#tomhardy #stevenspielberg #DC #jamesgunn #theodyssey #spiderman #spidernoir  #theboys #Amazon #MGM #christophernolan  #Netflix #Disney #TheHotMic #JeffSneider #JohnRocha ____________________________________________________________________________________Chapters:0:00 Intro and Catch Up with John and Jeff6:28 Simon Kinberg Star Wars Trilogy Will Be Eps 10-12o of Skywalker Saga14:12 Tom Hardy's Mobland Controversy Over On Set Issues During Season 228:25 Disclosure Day First Reactions and Final Trailer Is Released34:47 Supergirl and The Odyssey Box Office Tracking is Waning: True or False?37:13 Primetime, IN the Hand of Dante and Fatherland Trailer Talk45:21 Stan Lee Shares AI Likeness and Voice with Elevenlabs Iconic Marketplace48:28 Amazon/MGM Announces Three ALL AI Animation Projects55:04 'Backrooms' Ghost Director Controversy Sparks Reactions1:04:01 Spider-Noir Review and The Boys Series Finale Thoughts1:08:40 Streamlabs and Superchat QuestionsFollow John Rocha: @therochasays Follow Jeff Sneider: @TheInSneider Become a supporter of this podcast: https://www.spreaker.com/podcast/the-hot-mic-with-jeff-sneider-and-john-rocha--5632767/support.

Diane King Hall breaks down this morning's earnings movers across retail. Kohl's (KSS) posted a narrower loss with its best performance in four years and cleaner inventory, while Best Buy (BBY) muscled strength in gaming, computing and mobile services. Burlington (BURL) stores also topped earnings and raised full year EPS guidance, though shares sold off on the report. Diane also notes Dollar Tree's (DLTR) big move higher after earnings. ======== 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

The Question are LA power pop royalty. After being unavailable on-line, their three EPs are now streaming and available to purchase on BandCamp. (And in even better news, there's more music coming soon!)For more information, check out their website.

Joining me this month is saxophonist, vocalist, and producer @laura-emma-misch. A South London born musician, Laura began releasing her bedroom-produced EPs around 2017, until, feeling constricted and isolated by her recording environment, she moved her practice outdoors and into nature. The result was 2023's Sample The Sky, her debut album produced in response to the natural world. Her 2026 album Lithic was similarly crafted in outdoor spaces, inspired by stone and thus recorded in caves and quarries around the UK, and completed with percussion made by shell and rock. The music itself likewise harnesses the wind, not only in her ethereal vocals but also in the musing breath of her saxophone. In this conversation, we talk about breath and its importance for the horn, her unique approach to music making, and the necessity of a dialogue with the natural world. ++ MUSIC "Kairos" - Laura Misch (2026) "Listen to the Sky" - Laura Misch (2023) "Echoes" - Laura Misch (2026)

Send us Fan MailIn this episode of Small‑Cap Spotlight, Zak Calisto, Founder, Chairman, and CEO of Karooooo, joins host Tim Gerdeman and WTR analyst Eric Goldstein to discuss the global connected vehicle and fleet intelligence platform built on Cartrack, a SaaS telematics leader with more than two decades of operating history. With 2.6 million subscribers across four continents, Karooooo delivers real‑time vehicle tracking, driver behavior analytics, and workflow automation on a highly recurring subscription model. FY2026 was a record year, with Cartrack subscription revenue up 19%, ARR reaching USD 325 million (up 38% in dollar terms), and the Board raising the annual dividend 20%. FY2027 guidance points to continued subscription revenue acceleration and 21% EPS growth at the midpoint.

90 Day Fiancé Season 12 Eps 1 & 2 Pack your bags and your best side-eye, because Pooya and is back to talk OG 90 Day Fiancé Season 12! Today, Pooya and Sasha Joseph discuss episodes 1 & 2 of Fiancé Season 12. LISTEN! Hop on the Hot Mess Express and ride out the season by subscribing to the 90 Day Fiance RHAPup feed! WATCH! Watch and subscribe to all RHAP podcasts on YouTube SUPPORT! Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Previously on the 90 Day Podcast Feed: 90 Day Podcast Archives

90 Day Fiancé Season 12 Eps 1 & 2 Pack your bags and your best side-eye, because Pooya and is back to talk OG 90 Day Fiancé Season 12! Today, Pooya and Sasha Joseph discuss episodes 1 & 2 of Fiancé Season 12. Previously on the 90 Day Podcast Feed:90 Day Podcast Archives LISTEN! Hop on the Hot Mess Express and ride out the season by subscribing to the 90 Day Fiance RHAPup feed!WATCH! Watch and subscribe to all RHAP podcasts 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

Perfect Match: Season 4 Eps 6-7 Recap Netflix's Perfect Match season 4 drops episodes 6 and 7, and Aysha Welch, Kirsten MacInnis, and Jason Reed dive into the almost-final stretch where shifting alliances and awkward confrontations shape the remaining couples. With the finale looming, the podcast explores how the cast navigates a sluggish slate of drama, surprising shakeups, and a compatibility challenge that tests new and old connections. The conversation kicks off with a humorous critique of Netflix's strange episode release schedule before digging into the main storylines: the confusing boundaries around the mixers, washroom habits turning into comedic tangents, and the often clunky tactics among singles angling for a spot in the finals. The discussion highlights DeMari's friction with former flame Bri and current partner Marissa, the show's rare but memorable “shakeup” as Kayla and Weston emerge as surprise contenders, and how the episode's kissing challenge puts established matches to the test. The hosts break down who's really in it for the connections, and who's there for the win. Key moments and talking points include: DeMari's communication breakdowns with both Bri and Marissa, plus his inability to read emotional cues or manage conflictThe infamous mixer kisses and whether kisses on the cheek really count as staying loyal in the Perfect Match villaThe kissing challenge, its blindfold twist, and how hands-on tactics let singles easily identify their matchesKayla standing her ground with DeMari, refusing to be his fallback option, and teaming up with Weston insteadJimmy P.'s downfall after refusing exclusivity with Ali, only to be left watching as she pairs up with a new match in plain sight As alliances falter and contestants scramble for final matches, will Kayla and Weston's last-minute decision shake up the outcome, or is it all just filler before the finale? How do cast members decide when to double down and when to pivot, and does loyalty really matter in the game's last days? Catch the full episode for detailed analysis and surprising insights into reality TV's most unpredictable matches as Perfect Match heads into its finale. 0:00 Netflix’s Perfect Match Recap 6:01 Hosts Predict the Winning Couple 12:03 Kassy, Sophie, Ali Mixer Drama 18:00 Dave and Bri’s Awkward Banter 23:40 Bri and DeMari’s Heated Clash 31:10 Kissing Challenge Twist Revealed 39:56 Jimmy P. Fails the Kiss Test 46:31 Marissa and DeMari Implode 53:37 Kayla Rejects DeMari’s Ultimatum 58:27 Ali Dumps Jimmy P. for Hashim LISTEN: Subscribe to the Perfect Match RHAPUp podcast feed! 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

Perfect Match: Season 4 Eps 6-7 Recap Netflix's Perfect Match season 4 drops episodes 6 and 7, and Aysha Welch, Kirsten MacInnis, and Jason Reed dive into the almost-final stretch where shifting alliances and awkward confrontations shape the remaining couples. With the finale looming, the podcast explores how the cast navigates a sluggish slate of drama, surprising shakeups, and a compatibility challenge that tests new and old connections. The conversation kicks off with a humorous critique of Netflix's strange episode release schedule before digging into the main storylines: the confusing boundaries around the mixers, washroom habits turning into comedic tangents, and the often clunky tactics among singles angling for a spot in the finals. The discussion highlights DeMari's friction with former flame Bri and current partner Marissa, the show's rare but memorable “shakeup” as Kayla and Weston emerge as surprise contenders, and how the episode's kissing challenge puts established matches to the test. The hosts break down who's really in it for the connections, and who's there for the win. Key moments and talking points include: DeMari's communication breakdowns with both Bri and Marissa, plus his inability to read emotional cues or manage conflict The infamous mixer kisses and whether kisses on the cheek really count as staying loyal in the Perfect Match villa The kissing challenge, its blindfold twist, and how hands-on tactics let singles easily identify their matches Kayla standing her ground with DeMari, refusing to be his fallback option, and teaming up with Weston instead Jimmy P.'s downfall after refusing exclusivity with Ali, only to be left watching as she pairs up with a new match in plain sight As alliances falter and contestants scramble for final matches, will Kayla and Weston's last-minute decision shake up the outcome, or is it all just filler before the finale? How do cast members decide when to double down and when to pivot, and does loyalty really matter in the game's last days? Catch the full episode for detailed analysis and surprising insights into reality TV's most unpredictable matches as Perfect Match heads into its finale. 0:00 Netflix's Perfect Match Recap6:01 Hosts Predict the Winning Couple12:03 Kassy, Sophie, Ali Mixer Drama18:00 Dave and Bri's Awkward Banter23:40 Bri and DeMari's Heated Clash31:10 Kissing Challenge Twist Revealed39:56 Jimmy P. Fails the Kiss Test46:31 Marissa and DeMari Implode53:37 Kayla Rejects DeMari's Ultimatum58:27 Ali Dumps Jimmy P. for Hashim Previously on the Love at First Sight Feed:Love at First Sight Recap Archives   LISTEN: Subscribe to the Perfect Match RHAPUp podcast feed!WATCH: 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

Patrick Moorhead and Daniel Newman return from Dell Technologies World to unpack Google I/O's Gemini-as-operating-system moment, the Blackstone-Google TPU joint venture nobody saw coming, NVIDIA's $81.6 billion quarter with a $91 billion guide, and debate whether or not the "SaaSpocalypse" is finally over. The handpicked topics for this week are: Google I/O 2026: Gemini Becomes the Operating System. Google I/O repositioned Gemini from a product to the operating layer for everything Google does, and the numbers backed it up. 900 million monthly active users, 3.2 quadrillion tokens per month, a 7x jump year over year. Pat's headline: this is about widening distribution, not just model quality. Gemini 3.5 Flash, Antigravity 2.0, Gemini Spark, and Android XR glasses all extend Gemini into surfaces that no competitor can replicate. Daniel's read: the token-cost reckoning is coming, and when enterprise subsidies end, models that can deliver value at a lower cost per token will become the ground zero of the next era. (The Decode) Dell Technologies World 2026: AI Factory Goes Agentic, 1,000 New AI Server Clients. Pat and Dan were both on the ground in Las Vegas and called it the most consequential Dell event in years. Michael Dell and Jensen Huang co-keynoted to launch the next-generation Dell AI Factory with liquid-cooled PowerEdge XE9780 servers, Dell Deskside Agentic AI, and a multi-model ecosystem including Google Distributed Cloud with Gemini 3.0, on-prem OpenAI Codex, and Grok. 1,000 new AI server clients in a single quarter is the cleanest leading indicator of enterprise demand heading into Dell's Q1 print. Pat's biggest takeaway: OpenShell as a control plane for agents spanning from the GB10 all the way to the PowerEdge rack has been the missing orchestration piece. Daniel's read: large enterprises are going to build hybrid AI architectures and want to deliver tokens at the lowest possible on-prem cost, and Dell is ready. (The Decode) Blackstone and Google Launch a $5B TPU Joint Venture. Pat called it the biggest story of the week and the one that went most under the radar. For the first time, a hyperscaler has released its proprietary AI silicon to a third-party distribution entity. The $5 billion deal, up to $25 billion with leverage, targets 500 megawatts of capacity online by 2027. Daniel's framing: Google decided its custom silicon is worth more as a commercially distributed asset than as a captive moat. Pat's note: the proprietary nature of TPU infrastructure means retrofitting existing data centers will require real work, but the sovereign angle gives the JV a natural first market. (The Decode) AMD Helios, $10B Taiwan Investment, and the MI450 Anchor Customer Rumor. AMD dropped a $10 billion Taiwan ecosystem investment alongside confirmation that Helios rack-scale is on track for multi-gigawatt customer deployments beginning 2H 2026. A Citi rumor surfaced Anthropic as the anchor MI450 customer, to be formally announced at AMD's Advancing AI Day in July. Pat's read: Lisa Su has made a commitment and she almost never falls through. The analysts who said AMD would not ship anything in the second half of 2026 are going to be very wrong. (The Decode) OpenAI Guaranteed Capacity: Sam Altman's Moment. OpenAI launched multi-year compute commitment contracts the same week that Anthropic was struggling with capacity outages. Pat called it brilliant and said it makes Sam Altman look like a genius. It's the inference-era analog of cloud reserved instances: guaranteed availability at a locked price for one, two, or three years. Daniel added context: Anthropic's annualized ARR growth is nearly double OpenAI's and is about to lap them, so the model war is far from over. But for enterprises that need reliability, OpenAI just made the most compelling enterprise trust argument of the week. (The Decode) Sovereign AI Crosses $30 Billion at NVIDIA, 14% of Revenue. NVIDIA disclosed sovereign AI as a segment-level line for the first time, at $30 billion in FY26, 3x the prior year. Pat has been tracking sovereign for years and calls this the clearest possible signal that it has moved from marketing term to structural revenue category. Daniel's point: outside of the four or five hyperscalers doing all the major buying, sovereign is where the incremental demand is coming from and it is very real. (The Decode)  The Flip: Is the SaaSpocalypse Over? Daniel took the affirmative and came in loaded. Every earnings report across CrowdStrike, Cloudflare, ServiceNow, Intuit, Salesforce, Atlassian, Notion, and monday.com shows companies growing with the AI tailwind. His core argument: there was a reason SaaS emerged 20 to 30 years ago. Companies do not want to be in the software business. Vibe-coded flat-file apps with no security, no governance, no data lineage look great in a kitchen demo and fall apart at enterprise scale. The SaaSpocalypse is over and he is tired of talking about it. Pat's counter: BofA slapped Salesforce with an Underperform at $160, 8% below where it trades. Snowflake is down 35% year-to-date. A senior Dell executive told him Dell will not buy another SaaS system and is tripling internal software creation. The growth question is real even if the terminal value is not zero. Both agree the tape will tell the real story. (The Flip) NVIDIA Q1 FY27 Results. Record $81.6 billion revenue, up 85% year over year. Data center at $75.2 billion, up 92%. Non-GAAP EPS of $1.87, up 140%. Q2 guide of $91 billion crushed the $86.8 billion consensus by $4 billion at the midpoint. $80 billion buyback authorized, dividend raised 25x. The stock went down after hours for the fifth consecutive time following a massive beat and raise. Pat's read: NVIDIA may be worth $8 to $9 trillion on paper at a sector-average multiple and 75% gross margins held. Daniel's framing: this is the best company in the world, possibly tied with Google, and it is becoming the Apple of this era. He sees a long safe journey of continued growth vs. speculative dollars chasing quantum and space names that can double in a week. (Bulls and Bears) Intuit: Earnings Beat, Revenue Miss. A 17% workforce cut, raised guidance, and $8 billion buyback were authorized. Pat's emerging thesis: these companies are cutting people to afford tokens. Intuit comes at a moment when OpenAI's ChatGPT finance plugin via Stripe is building an intelligence layer that could sit on top of Intuit's products without displacing them directly, at least not yet. (Bulls and Bears) Lenovo: Record $21.6 billion quarterly revenue, up 27% year over year. The company's fastest growth in five years. AI-related revenue is up 84% year over year to 38% of total company revenue. ISG returned to full-year operating profit with a $21 billion AI server pipeline. Pat and Dan both read Lenovo's results as NVIDIA tea leaves, a leading indicator of enterprise AI server demand that directly validates what Dell said on stage about 1,000 new AI server clients. (Bulls and Bears) Analog Devices: Record $3.62 billion revenue, up 37% year over year. EPS up 67%. Q3 guide of $3.9 billion crushed consensus by $270 million. Data center up 90%, industrial up 56%, comms up 79%. The $1.5 billion Empower Semiconductor acquisition adds integrated voltage regulator technology that can reduce AI data center power consumption by 10 to 15% while shrinking the power footprint by up to 4x. Daniel's closing point: you can't build AI servers without players like Analog Devices and Lattice Semiconductor. These essential node companies aren't boring, they're foundational. (Bulls and Bears) Check out all of our Dell Technologies World coverage linked in the show notes including our sit-downs with Michael Dell, Jeff Clark, and key customers. Be part of our community. Hit that subscribe button and see you at Computex.   The Decode Google I/O 2026 — Gemini Becomes the Operating System: 900M MAU, 3.2 Quadrillion Tokens/Month, Gemini Omni, Antigravity 2.0, Gemini Spark, and Android XR Glasses https://blog.google/innovation-and-ai/sundar-pichai-io-2026/ Dell Technologies World 2026 — AI Factory Goes Agentic: Michael Dell + Jensen Huang Unveil PowerEdge XE9780, Dell Deskside Agentic AI, and a Multi-Model Ecosystem; Dell Adds 1,000 AI-Server Clients in the Quarter https://www.dell.com/en-us/blog/dell-technologies-world-a-bright-and-beautiful-road-ahead/ Blackstone + Google Launch $5B (Up to $25B w/ Leverage) JV to Sell Google TPUs Outside Google Cloud — First Time a Hyperscaler Has Released Its Custom Silicon to a Third-Party Distribution Channel; 500 MW Online by 2027, Benjamin Treynor Sloss as CEO https://www.blackstone.com/news/press/blackstone-announces-joint-venture-with-google-to-create-new-tpu-cloud/ AMD Announces $10B+ Taiwan Ecosystem Investment — Helios Rack-Scale Platform With MI450X GPUs and Venice EPYC on TSMC 2nm Targeting Multi-Gigawatt Deployments 2H 2026; the Clearest Second-Source Signal Yet https://ir.amd.com/news-events/press-releases/detail/1286/amd-announces-more-than-10-billion-in-taiwan-ecosystem-investments-to-accelerate-ai-infrastructure OpenAI Launches Guaranteed Capacity — Multi-Year Compute Commitments Turn Inference Capacity Into a New Enterprise Asset Class https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html The Sovereign AI Government Investment Wave — NVIDIA Discloses ~$30B Sovereign-AI Revenue (14% of Mix); UAE, Saudi, Japan, Australia, France All in Motion This Week https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html   The Flip: Is the SaaSpocalypse Officially Over — or Is BofA's Split Call (ServiceNow Buy, Salesforce Underperform) the Real Signal That Platform AI Monetization Is Going to Be Bifurcated, Not Universal? FOR:  BofA Reinstates Coverage of ServiceNow, Salesforce — Barron's (May 18) https://www.barrons.com/articles/servicenow-salesforce-stock-price-ai-7b109396 Embedded workflow + system-of-record stickiness still wins citing ServiceNow Q1 2026 financial results https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx Intuit Q3 revenue up 10%, cuts 17% of staff — SEC 8-K filing (May 20) https://www.stocktitan.net/sec-filings/INTU/8-k-intuit-inc-reports-material-event-b23073259896.html   AGAINST:  BofA Slaps Salesforce With Underperform Rating, $160 Price Target — 24/7 Wall St (May 18) https://247wallst.com/investing/2026/05/18/bofa-slaps-salesforce-with-underperform-rating-160-price-target-is-the-ai-story-falling-flat/ BofA resets Salesforce price target to Underperform — TheStreet (May 19) https://www.thestreet.com/investing/stocks/bofa-resets-salesforce-stock-price-target-to-underperform-at-160 Snowflake -35% YTD heading into May 27 print is the canary that platform stickiness is being repriced https://eciks.org/4640-22295-snowflake-set-to-report-q1-earnings-may-27-with-ai-strategy-in-focus OpenAI Guaranteed Capacity + Dell on-prem Codex create a credible path to displace seat-based SaaS https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html Bulls & Bears NVIDIA Q1 FY27 ACTUALS https://www.cnbc.com/2026/05/20/nvidia-nvda-earnings-report-q1-2027.html Intuit Q3 FY26 Actuals https://investors.intuit.com/news-events/press-releases/detail/1312/intuit-reports-strong-third-quarter-results-and-raises-full-year-revenue-guidance Lenovo Q4 FY26 ACTUALS https://www.cnbc.com/2026/05/22/lenovo-shares-jump-15percent-on-record-earnings-as-ai-revenue-nearly-doubles.html Analog Devices Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html  

"It all has to come from within. So we each have to be in conversation with ourselves and with the work. It's really a relationship, not a project," says Ramona Ausubel, author of Unstuck: A Writer's Guide.Today we have Ramona Ausubel, author of Unstuck: A Writer's Guide. It's published by Tin House.Ramona's curriculum vitae is pretty dope. She's the author of the novels The Last Animal, Sons and Daughters of East and Plenty and No One is Here Except All of Us and the craft book Unstuck: 101 Doorways Leading from the Blank Page to the Last Page.Had a TON of fun with this one and it's a craft bomb.Ramona's work has appeared in The New Yorker, Tin House, The New York Times, Electric Literature, and The Paris Review online. She has taught with Tin House, Bread Loaf, and she's a professor at Colorado State University.This is a really fun and really crafty chat. We talk about: Why people want to be writers in the first place The people who stick around Coming up with ways through It's a relationship not a project No writing is ever wasted Nobody needs a kind-of-written book Submission clubs The offering is the action Community Shame, doubt, and envy Lifelong process of voice Inviting in other influences When querying asking 'who will you be?' PlatformYou can learn more about Ramona at ramonaausubel.com and follow her on Instagram @ramonaausubel.If you like this episode, I would definitely check out: Eps. 48 and 207 with Roy Peter Clark Ep. 49 with Dinty W. Moore Ep. 50 with Ted Conover

Send us Fan MailOn this episode of the Talking Pools Podcast, Rudy dives headfirst into one of the most controversial chemistry and regulatory topics currently shaking the pool industry: sodium bromide, EPA labeling law, and the reality of enforcement under FIFRA regulations.This episode is not speculation, fearmongering, or internet rumor. It is a detailed breakdown of what the EPA label changes actually mean, how pesticide law works in the real world, the difference between civil and criminal enforcement, and why documentation—not chemistry testing—is often what creates liability exposure for pool professionals.But the conversation doesn't stop there. Rudy takes listeners deep into the science of algae remediation, cyanobacteria biofilms, ammonium sulfate systems, polyquat chemistry, copper ionization, oxidizer sequencing, and why “black algae” was never one singular organism to begin with.From mustard algae treatments and chloramine chemistry to Nostoc, Oscillatoria, Lingbya, EPS biofilm structures, cyanotoxins, circulation dead spots, and why most pool pros have unknowingly been fighting infrastructure rather than algae itself, this episode tears apart decades of pool industry myths and marketing shortcuts.The show also includes major industry news updates involving Leslie's stock movement, Swimpley rental regulation battles in Minnesota, Department of Energy pool pump compliance relief secured by the Pool & Hot Tub Alliance, Mentor of the Year sponsorship announcements, and giveaway winners from the Talking Pools community. Show Notes Rudy clarifies the episode is a factual discussion about EPA labeling law and not legal advice  Breakdown of the EPA sodium bromide outdoor pool labeling restriction  Explanation of how FIFRA pesticide law makes label instructions legally enforceable  Discussion about bromate formation concerns and the EPA's regulatory reasoning  Why the sodium bromide “ban” is technically a labeling restriction rather than a criminal prohibition  The difference between low enforcement probability and actual legality  How modern enforcement actions often originate from invoices, logs, social media posts, videos, and digital records rather than physical pool testing  The major differences between residential pool enforcement risk and commercial aquatic facility exposure  Civil penalties versus criminal enforcement under FIFRA regulations  Real-world liability concerns tied to knowingly using products off-label  How lawsuits and insurance investigations can expose undocumented chemical practices  Leslie's stock movement and what it may indicate about broader consumer confidence in the pool industry  2026 Talking Pools Podcast Mentor of the Year Award updates and sponsor announcements  Jack's Magic and Revved Up Apparel giveaway winners announced  Minnesota regulators continuing efforts to classify Swimpley rental pools as public/commercial pools  Potential nationwide implications of app-based pool rental regulation  PHTA secures Department of Energy compliance relief regarding new pool pump motor regulations  Discussion surrounding supply chain concerns and delayed enforcement deadlines through 2029  Deep dive into sodium bromide chemistry and bromine sanitizer formation  How ammonium sulfate products like Yellow Out actually function chemically  Why ammonium sulfate systems create aggressive oxidation environments and massive chlorine demand  Chloramine formation explained in the context of algae eradication chemistry  Why mustard algae often responds dramatically to oxidizer amplification treatments  Traditional quats versus Polyquat 60 chemistry explained  Why cheap quaternary algaecides foam aggressively in swimming pools  The structural advantages of Polyquat 60's polymeric chemistry  Why most algaecides work better preventatively than reactively  Rudy explains why cyanobacteria biofilms behave more like fortified microbial cities than traditional algae  Breakdown of Nostoc, Oscillatoria, Lingbya, Microcystis, and other cyanobacteria genera commonly found in pools  Why “black algae” is not one single organism but a broad visual category  EPS slime layers and how they protect cyanobacteria colonies from oxidizers  Why brushing and physical disruption are essential for effective remediation  How pitted plaster creates ideal environments for recolonization  Discussion on hydraulic dead spots and their role in recurring infestations  Copper-based systems explained, including staining risks and chemistry management requirements  Why circulation correction is often just as important as chemistry adjustments  The overlooked topic of cyanotoxins and microcystin-producing cyanobacteria in aquatic environments  Why algae remediation sometimes requires filtration optimization, dilution, and water replacement after cellular collapse  Rudy argues that no algaecide replaces the fundamentals of brushing, circulation, filtration, sanitizer maintenance, and proper FC/CYA management  Why the future of pool chemistry will move toward species-aware remediation strategies instead of generic algae categories  The difference between chemistry-based pool care and marketing-based pool care Support the showThank you so much for listening! You can find us on social media:FacebookInstagramTik TokEmail us: talkingpools@gmail.com

En el episodio de hoy de VG Daily, Andre Dos Santos y Juan Manuel de los Reyes analizan la baja en la calificación crediticia soberana de México y lo que implica para su posición frente a los mercados de deuda.En el bloque macro, se revisa el recorte de Moody's a México de Baa2 a Baa3 con outlook estable, y el cambio de outlook de S&P a negativo semanas antes; se discute el tablero de calificaciones de las tres grandes agencias y el escenario en que México quedaría al borde del grado especulativo con dos de ellas.En el bloque corporativo, NVIDIA reportó su trimestre de mayor revenue en la historia de la compañía, con Data Center como motor principal y una guía para el siguiente trimestre que excluye explícitamente ingresos de China; Walmart superó expectativas de revenue pero publicó una guía de EPS por debajo del consenso, con eCommerce alcanzando rentabilidad global por primera vez; el cierre cubre los grants del gobierno de los EE.UU. a nueve empresas de computación cuántica, con IBM como principal receptor y participaciones accionarias del gobierno incluidas en los acuerdos.

– Happy Memorial Day – A WARM DHU welcome to Kevin Warsh – good luck fella, you are going to need it sir. – The new transient inflation. – Another BOARD? These guys like to make exclusive clubs… PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Happy Memorial Day - A WARM DHU welcome to Kevin Warsh - good luck fella, you are going to need it - The new transient inflation - Another BOARD? These guys like to make exclusive clubs... Markets - Starting to come in a bit..... - Yield curve steepening - potential for a hike over cuts - YIELDS! - Fuels running low - we have the list OH MY... - The 30-year U.S. Treasury yield has surged to around 5.14%, putting it at its highest level since the run-up to the 2008 financial crisis - Bets are pricing in the increasingly possibility of it reaching 5.5% to 6%, which would mark the highest levels since late 1999 - 30-Year mortgage near 6.35% (average) - DOWN from 6.91% at start of 2026 30-Year Yield Bored of Boards - The Board of Peace - remember that one? That was established in 2025 with 15+ countries that pitched in $1 billion for permanent seat - Indefinitely chaired by President Trump, the governing board is a mix of U.S. officials and prominent American businessmen. - So much for the peace part of that.... - Now we hear about the Board of Investment ---The US and China are discussing a mechanism for fast-tracking some Chinese investment deals and a reduction in tariffs on non-critical goods. - Treasury Secretary Scott Bessent mentioned a "Board of Investment" that will be responsible for investment in non-sensitive areas. - The idea of the "Board of Investment" is to have a mechanism that could allow deals that wouldn't need to be referred to the Committee on Foreign Investment in the United States. - In other words - working outside of the established channels that primary function is to determine whether these transactions pose risks to U.S. national security. IRAN - On and off as usual - Cancelled a scheduled bombing? - President Trump speaking with reporters says he will know "soon" if U.S. needs to give Iran another big hit; says Gulf states are helping with negotiations; says Iran keeps agreeing to things and changing their mind; says Iran has 2-3 days to make a deal - This is the parental attempt to manupluate a child - I am going to count to THREE.... 1-2-3-4-5-6 China Trip - Chinese President Xi Jinping warned U.S. President Donald Trump on Thursday that the U.S. and China “will have clashes and even conflicts” if the long-standing issue of Taiwan's independence is mishandled. - Speaking just ahead of Trump, Xi noted the global attention on the meeting, and said a major question for the two countries was whether they could avoid the “Thucydides Trap,” according to an official English translation of his remarks broadcast by CCTV. - The Thucydides Trap refers to how tensions historically between a rising and ruling power have often resulted in a war. Some Observations - Veggie Prices are off the charts --- Cauliflower $9, Carrots $6 small bag (not organic) - - Favorite produce store noticed things going bad.... Realized that people are not buying stuff PPI Inflation - HOTTTTTTTT - Headline MoM: +1.4% - YoY: +6.0% - Core PPI (ex food & energy): about +1.0% MoM - Energy was a big part, but services also saw a large move - Highest monthly increase since march 2022 --- In reaction bonds are selling off - highest on 10 and 30 year since March 2024 (10 YR Broke above 4.65) Outbreak - An Ebola outbreak in the Democratic Republic of Congo and Uganda has been declared a public health emergency of international concern by the World Health Organization - 80 deaths were attributed to the disease. - Outbreak does not meet pandemic criteria, WHO says - Eight laboratory-confirmed cases and 246 suspected cases - At least six Americans in the DRC have been exposed to the Ebola virus, with three exposures deemed high risk WHAT? - One of the highest margin foods, pizza and pasta - Domino's Pizza, is among the pizza giants whose franchisees have filed for bankruptcy - Papa Johns: We have identified approximately 300 underperforming restaurants across North America that are not meeting brand expectations or lack a clear path to sustainable financial improvement, as well as locations where we can effectively transfer sales to a nearby restaurant - Pizza Hut, which also hasn't filed for bankruptcy (YET) , won't be left out of closings as the company's parent Yum! Brands in February said that it would close 250 underperforming locations as part of its Hut Forward plan in the first half of 2026. - PZZA down 65% over the past 5 years - The Papa John's board formally ousted founder and former CEO John "Papa" John" Schnatter in a series of steps culminating in July 2018 and March 2019 BONDS - Yields Spiking - U.S. Treasury yields spiked on Friday following a week of messy inflation data and as traders looked to price interest rate policy under new Federal Reserve Chair Kevin Warsh. - The yield on the 30-year bond jumped nearly 11 basis points to yield 5.121%, the highest since May 22, 2025, and nearing the highest since October 2023. - Japanese long-term bond yields have surged to multi-decade highs, with the 10-year Japanese Government Bond (JGB) hitting 2.8%—its highest level since October 1996 M&A Utilities - U.S. power companies NextEra Energy and Dominion Energy announced a plan to merge on Monday in a $66.8 billion deal that ?will form one of the world's largest electric utilities during an expansion of energy-intensive data centers to support artificial intelligence. - The all-stock transaction, which is pending ?regulatory approvals, is one of the largest-ever energy mergers. - Industry consolidation - -- This year, AES Corp agreed to be acquired by a consortium led by Global Infrastructure Partners and Swedish ?private-equity firm EQT AB for $33.4 billion. ---- That followed Constellation Energy's $16 billion deal with Calpine and Blackstone's $11.5 billion deal for TXNM Energy last year. SOYBEANS - Trump's visit to China yielded little in the way of anything - The United States expects China to sign up to buy "double-digit billions" worth of U.S. farm goods following a summit between Presidents Donald ?Trump and Xi Jinping in Beijing, U.S. Trade Representative Jamieson Greer said on ?Friday. - Greer noted the 25 million metric ton per year soybean deal agreed last October and said the U.S. also expects to "see an agreement for double-digit billion purchases of ags over the next three years per year ?coming out of this visit." - Soybeans and other commodity prices moved higher on Monday as the news was disseminated. CHYNA Deals? - Looks like Boeing got an order of 200 more planes from China. ---- The problem is that was much less that was expected -- Boeing was down on the news. - Some murmurs about China buying more energy (oil, gas) from US - - - There was also something said about President Xi asking about the US intentions of Taiwan Bessent - Transitory - Even with recent inflation news universally bad, Treasury Secretary Scott Bessent expects price pressures to ease soon, just in time for new Fed Chair Kevin Warsh to take over. -- Why are we listening to this crew? They have been wrong about everything - but say it with such confidence. - WAIT FOR IT...... - “I firmly believe that nothing is more transient than a supply shock, and we can, we can look through that, because before the Iranian conflict began, core inflation was coming down. - He noted that he sees substantial disinflation ahead ----- IF there is substantial disinflation that would be bad news as the economy will be slowing precipitously - could be problematic - so it is not clear what he is so excited about Earnings - NVDA is going to be position earnings Wednesday after the close - So far Semiconductor companies and storage companies have been saying that the orders keep flowing in and -  Wall Street analysts project EPS of $1.78 on revenue of $79.2 billion, representing a year-over-year revenue increase of roughly 80%. Open AI - Musk - R0und 1- Musk looses on what looks to be a technicality - Perhaps jurors were miffed that he skipped closing arguments and went to China instead (to be the the Trump Posse) - Naturally he is already discussing appeal Even more Create Financing - Google (GOOG/GOOGL) and Blackstone (BX) are drawing significant investor attention following the announcement of TPU Cloud, a new U.S.-based joint venture designed to commercialize GOOG's Tensor Processing Unit infrastructure at greater scale. - The partnership underscores the accelerating arms race in AI infrastructure, while also highlighting how hyperscalers are increasingly turning to alternative financing structures to fund the enormous capital requirements tied to next-generation AI compute expansion. Fuel Shortages - In case anyone thought otherwise - the Straight is till closed. Fuel Running Low - India: Severe LPG (cooking gas) shortages, rationing in many areas - Pakistan & Bangladesh: Critical LPG and diesel shortages - Southeast Asia (Thailand, Vietnam, Philippines, Indonesia, Malaysia): Jet fuel & diesel shortages, flight cuts - South Korea & Taiwan: Tight jet fuel and refined product stocks - Europe (especially UK): Jet fuel critically low, risk of flight cancellations - Africa (South Africa, Nigeria, parts of East Africa): Jet fuel and import shortages - CUBA - OUT Cooking Fuel (LPG) Shortages - India: Severe shortages, long queues, rationing - Pakistan: Critical LPG shortage, heavy rationing - Bangladesh: Major shortages, price spikes - Nepal & Sri Lanka: Supply cuts, half-filled cylinders common - Southeast Asia (Indonesia, Philippines, Thailand, etc.): Tight supplies and high prices - Africa: Sharp price increases, reduced affordability - Europe/US: Mostly higher prices, no major physical shortages Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM)   Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

2019年4月1日，41歲的林之晨走進台灣大哥大總經理辦公室，成為最年輕的電信CEO。外界看這是蔡明忠董事長一次大膽的賭注，他自己心裡清楚：「前三年其實還不會當CEO，但市場不會等你，董事會也不會等你。」 七年後，合併營收破2000億、EPS逼近5元。他把創投圈的Product Market Fit搬進大企業，提出CEO Company Fit；拒絕帝王學，要求每個主管都能像CEO一樣思考；用種子計畫和demo day抽考，一年半讓86%員工擁有AI小助手。 從新創教父到電信掌舵者，林之晨如何用一萬小時練成大企業CEO？又如何讓AppWorks成為看見未來的望遠鏡，在浪來之前準備好衝浪的能力？ 【聽完這集你會知道】 03:44｜大企業CEO的起點不是能力，是原力 CEO必須對公司有「睡醒就等不及上班」的熱情，這是驅動決策的底層動力。 12:07｜一萬小時定律與策略進化 前三年靠戰術贏回財務數字，但策略框架Telco Plus Tech到第四年才定義清楚。 18:26｜為什麼每個主管都該像CEO一樣思考 他要的不是「把事做對」的人，而是能決定「什麼是對的事」的斜槓人才。 25:52｜AI超人計畫 經營團隊先變power user，再找early adopter當種子，最後全員推廣。86%員工已有AI小助手。 33:56｜AppWorks是CEO的高倍望遠鏡 每年看500家新創，等於帶望遠鏡開船。日起有功，浪來之前準備好衝浪能力。 【本集金句】 「我們沒有辦法造浪，但可以確保浪來的時候，你已經準備好了。」 #台灣大哥大 #林之晨 #CEOCompanyFit #AI超人計畫 #AppWorks 主持人：天下雜誌共同執行長 吳琬瑜 來賓：台灣大哥大總經理 林之晨（Jamie） ＊立即探索《天下學習》：https://hi.cw.com.tw/u/j85asib/ ＊訂閱天下全閱讀：https://bit.ly/3STpEpV ＊意見信箱：bill@cw.com.tw -- Hosting provided by SoundOn

Strangest National Park DIsappearances Eps #4Become a supporter of this podcast: https://www.spreaker.com/podcast/missing-persons-mysteries--5624803/support.

Despite recent pressure on stocks, our CIO and Chief U.S. Equity Strategist Mike Wilson argues that earnings and AI's impact remain stronger than many investors appreciate.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll be discussing our bullish mid-year outlook and why stocks have been under pressure more recently. It's Tuesday, May 19th at 1:30 pm in New York. So, let's get after it. Every cycle has a moment when investors become so focused on the last risk that they miss the next opportunity. I think we're in one of those moments right now. The first half of this year has had a familiar feel to it. The market weakened under the surface well before the headlines got loud, investors discovered the new risks after prices had already moved, and sentiment got worse just as the forward setup was getting better. In other words, it's déjà vu all over again – but with some important twists. The biggest twist is where we are in the cycle. Last year, we were still coming out of the tail end of a rolling recession. Today, we're in a rolling recovery and that is still underappreciated. This matters, because it changes how we should interpret the correction earlier this year and a powerful rally. In the first quarter, many investors looked at the S&P 500's less-than-10 percent price decline and concluded the market was complacent. I think that really misses the point. Roughly half of the Russell 3000 saw drawdowns of 20 percent or more, and the S&P 500 forward Price Earnings multiple fell by 18 percent from its peak as forward earnings continued to rise. That is not complacency. That is a market doing what it does best – discounting risk before the narrative catches up. And those risks were not small. We had private credit concerns, and a major debate around AI disruption to labor markets as well as a new war that drove oil prices up by 100 percent. In many of the areas most directly exposed to these risks, the market delivered 40 percent-plus corrections. So the provocative question I would ask now is this: what if the biggest risk from here is not being too bullish, but being too cautious after the market has already done the work? We address these questions in our recently published mid-year outlook. Specifically, we raised our 12 month S&P 500 price target to 8,300 based solely on higher earnings forecasts. In fact, we assume some further valuation compression. We raised our S&P 500 EPS by approximately 5 percent as operating leverage from the rolling recovery, AI adoption, fiscal support and a capex cycle that continues to broaden. That earnings point is critical. In prior cycles when oil shocks ended the business cycle, earnings were already decelerating or contracting outright before the shock hit. Today, the opposite is happening. Earnings are accelerating from already strong levels. First-quarter median S&P 500 earnings surprise was 6 percent, the strongest in four years; and earnings revisions breadth has moved back up to 22 percent from just 5 percent at the start of reporting season. That is a very different backdrop than the traditional late-cycle oil shock playbook. AI is another area where I think the consensus has evolved. The labor market disruption narrative has moved faster than the actual implementation. The enterprise application layer is still early, and for now, AI looks more like a margin tailwind than a labor-market wrecking ball. Companies are running leaner, hiring less, and beginning to quantify real benefits rather than simply firing everyone. While true adoption of this technology is likely to be slower than anticipated, the apprehension to over-hire is real and that is driving higher profitability in an indirect way. Monetary policy and liquidity are still the main risks to this bull market rising unimpeded. With the Fed becoming less dovish and liquidity needs rising, interest rates are on the rise and the equity-rate correlation is negative again. The 4.5 percent level on the 10-year Treasury remains important for valuations. We don't need Fed cuts for the equity market to work. History suggests that when earnings growth is strong and the Fed is on hold, returns can still be very solid. The real risk is liquidity – whether the Fed and Treasury underestimates how much capital the private economy now needs to fund investment and recovery.Ultimately, the Fed and Treasury have tools to address these liquidity needs and they have been using them aggressively this year. However, these provisions can ebb and flow and we are currently in a window where it's going to ebb, leaving stocks vulnerable in the short term. If the correction persists, investors should use that as an opportunity to add exposure to the parts of the market that benefit from a rolling recovery, specifically Industrials, Financials, Consumer Discretionary Goods. The breadth of the earnings and capex cycle remains under-appreciated, not to mention the recovery from the rolling recession that ended with Liberation Day a year ago. The bottom line is simple. The correction earlier this year was more significant than most appreciate in terms of valuation and the earnings story is only getting better. The path won't be smooth, so use any corrections to position for the continued broadening in earnings that we believe will continue.Just remember, by the time the evidence feels obvious, the opportunity is usually gone. Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out! And I wish my wife a happy birthday.

The big things you need to know:First, the investors we met with this past week, in our trip to London and Switzerland, were keen to explore other opportunities in US equities beyond Semis/Tech/AI, but had difficulty envisioning what those were.Second, we highlight continued outperformance of high price momentum in our factor work and what we're seeing in our valuation work for this part of the market, a pick up in the rate of upward EPS estimate revisions for the S&P 500 as reporting season slows down, and the signal we're currently getting from S&P 500 and Russell 2000 forward P/Es – things are moving up but aren't universally back to their 2025 and early 2026 highs.

Perfect Match: Season 4 Eps 2-5 Recap Aysha Welch, Kirsten MacInnis, and Jason Reed dive into Netflix's Perfect Match Season 4, episodes 2 through 5, where fresh arrivals and early hookups start shaking up villa dynamics. From power plays to awkward love triangles, the hosts break down how confidence, strategy, and personalities clash and mesh across these early days. All while the looming threat of elimination hovers. Jimmy S. makes his debut, drawing surprising attention with a unique confidence and style that leaves the panel debating whether it's swagger or just plain cringe. The group questions how his TikTok notoriety and agent helped him land on Perfect Match, and how that confidence carries him with both the women and his main pick, Alison. Meanwhile, Chris jumps between partners at lightning speed, prompting a closer look at how “love show logic” often leads to overnight declarations and quick breakups. The trio also tracks Dave's journey, having seen him on Married at First Sight, and his shift from playful kissing sprees to a budding connection with Sophie. Packed into these four episodes are boardroom votes and Mixer makeouts, as well as one of the season's only real challenges, a truth-or-false game that brings out stories (and secrets) about the cast's wildest experiences. Marissa and DaMari keep winning as a pair, but their relationship raises questions about real connection versus reality TV expectations. New arrivals like Cat, Kassy, and Brianna stir the pot further, testing alliances and making the game more unpredictable. Jimmy S. surprises everyone with his popularity and commitment drama Chris snaps from bold promises to new pairings, frustrating his matches Early elimination sees surprising decisions and exposes social dynamics Dave and Sophie's banter brings out a new side for both The challenge reveals hidden stories, including hospital visits and secrets, as the hosts play detective Is any duo really in it for the right reasons, or are they playing for screen time and survival? Can any couple withstand the constant temptations and shifting alliances, or are these connections strictly for the game? Listen in for all the detailed analysis, playful debates, and insider takes on Perfect Match and see which pairings might break the mold. 00:00 Jimmy S. Surprises With Popularity 06:00 Chris’s Loyalty Quickly Wavers 13:34 Chris and Kayla Voted Out 23:03 Dave Pursues Mackenzie and Sophie 32:02 Jimmy P. and Ally’s Relationship Drama 41:05 DaMari and Marissa Win Challenge 46:21 Marissa and DaMari Relationship Clash 50:44 Weston Arrives, Marissa Flirts Back 59:02 Sophie’s Love Is Blind Scandal 01:03:40 Brianna Shuts Down DaMari 01:11:04 Predictions for Post-Mixer Shakeup LISTEN: Subscribe to the Perfect Match RHAPUp podcast feed! 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

Perfect Match: Season 4 Eps 2-5 Recap Aysha Welch, Kirsten MacInnis, and Jason Reed dive into Netflix's Perfect Match Season 4, episodes 2 through 5, where fresh arrivals and early hookups start shaking up villa dynamics. From power plays to awkward love triangles, the hosts break down how confidence, strategy, and personalities clash and mesh across these early days. All while the looming threat of elimination hovers. Jimmy S. makes his debut, drawing surprising attention with a unique confidence and style that leaves the panel debating whether it's swagger or just plain cringe. The group questions how his TikTok notoriety and agent helped him land on Perfect Match, and how that confidence carries him with both the women and his main pick, Alison. Meanwhile, Chris jumps between partners at lightning speed, prompting a closer look at how “love show logic” often leads to overnight declarations and quick breakups. The trio also tracks Dave's journey, having seen him on Married at First Sight, and his shift from playful kissing sprees to a budding connection with Sophie. Packed into these four episodes are boardroom votes and Mixer makeouts, as well as one of the season's only real challenges, a truth-or-false game that brings out stories (and secrets) about the cast's wildest experiences. Marissa and DaMari keep winning as a pair, but their relationship raises questions about real connection versus reality TV expectations. New arrivals like Cat, Kassy, and Brianna stir the pot further, testing alliances and making the game more unpredictable. Jimmy S. surprises everyone with his popularity and commitment drama Chris snaps from bold promises to new pairings, frustrating his matches Early elimination sees surprising decisions and exposes social dynamics Dave and Sophie's banter brings out a new side for both The challenge reveals hidden stories, including hospital visits and secrets, as the hosts play detective Is any duo really in it for the right reasons, or are they playing for screen time and survival? Can any couple withstand the constant temptations and shifting alliances, or are these connections strictly for the game? Listen in for all the detailed analysis, playful debates, and insider takes on Perfect Match and see which pairings might break the mold. 00:00 Jimmy S. Surprises With Popularity06:00 Chris's Loyalty Quickly Wavers13:34 Chris and Kayla Voted Out23:03 Dave Pursues Mackenzie and Sophie32:02 Jimmy P. and Ally's Relationship Drama41:05 DaMari and Marissa Win Challenge46:21 Marissa and DaMari Relationship Clash50:44 Weston Arrives, Marissa Flirts Back59:02 Sophie's Love Is Blind Scandal01:03:40 Brianna Shuts Down DaMari01:11:04 Predictions for Post-Mixer Shakeup Previously on the Love at First Sight Feed:Love at First Sight Recap Archives   LISTEN: Subscribe to the Perfect Match RHAPUp podcast feed!WATCH: 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

www.patreon.com/theconspiracypodcastThe FULL Pyramids Compilation (5 EPs in one)The show's 100th episode. What started as a milestone special turned into five full episodes, hours of debate, and one of the most spirited arguments in podcast history. Now it's all in one place.Eric, Sean, and Jorge dive headfirst into the greatest mystery in human history: Who built the Great Pyramids of Giza — and how the hell did they do it?Part 1 — The History: Before the conspiracies, lay the foundation. The Nile River, the Old Kingdom, the pharaohs, and a timeline that puts the Great Pyramid in perspective. It was built before coins, before paper, before the domestication of horses in Africa — and Cleopatra was closer in time to us than to the pyramids.Parts 2 & 3 — Sean's Episodes: Sean comes in swinging with 20 pages of things that don't add up. The Great Pyramid's near-perfect alignment with True North (off by 0.05 degrees — more precise than the Washington Monument). Pi and the Golden Ratio embedded in its dimensions. The Earth's own proportions mirrored in its geometry. Impossible 80-ton granite slabs. Sealed doors discovered by robots. Salt deposits in the Queen's Chamber. And the burning question: if it was just a tomb, where's the body?Part 4 — Eric's Episode: Eric fights back. He makes the case that mankind — skilled, organized, and wildly underestimated — built the pyramids with no alien assistance. He brings evidence: the workers' village, Machu Picchu, the Great Wall of China, the Hoover Dam. His thesis? Human ingenuity has always defied what seems impossible.The Update: Two weeks after Episode 100 aired, news broke of a massive underground complex discovered beneath Giza using satellite radar — interconnected chambers, spiraling shafts, and cylindrical voids stretching nearly two kilometers underground. We had to come back. Everything's on the table again.History, mystery, bad diagrams, and a few things we still can't explain. Buckle up.00:00:00 - Welcome & why we saved the pyramids for Episode 10000:07:00 - "Who built the pyramids and how did they do it?"00:11:00 - The Nile River: ancient Egypt's lifeline00:19:00 - The Step Pyramid & Pharaoh Djoser00:26:00 - Pharaoh Khufu and the Great Pyramid of Giza00:35:00 - Why did they stop building pyramids?00:38:00 - Cleopatra was closer to us than to the pyramids00:46:00 - Were the pyramid workers slaves?01:13:00 - The pyramid's alignment with True North01:25:00 - Over 1,000 pyramids exist around the world01:32:00 - 0.05 degrees off True North — more precise than the Washington Monument01:39:00 - Alignment with Orion and Sirius01:48:00 - Pi appears in the pyramid's dimensions01:55:00 - The Golden Ratio in the pyramid's proportions02:02:00 - The pyramid encodes Earth's exact proportions02:03:00 - The pyramid's coordinates match the speed of light02:11:00 - The King's Chamber: 80-ton granite ceiling slabs02:17:00 - The empty sarcophagus — no body, no explanation02:23:00 - Electromagnetic anomalies inside the King's Chamber03:09:00 - The Queen's Chamber: sealed doors discovered by robot03:25:00 - Tomb or energy generator?03:33:00 - Quartz in the granite walls generating electricity03:41:00 - Could sound and vibration have moved the stone blocks?04:07:00 - The Sphinx: water erosion theory and its true age04:14:00 - Hidden chamber beneath the Sphinx04:35:00 - Were the pyramids built by humans alone?04:55:00 - The Great Wall of China vs. the pyramids05:15:00 - The Coral Castle: one man, no machinery, 1,000 tons of coral05:35:00 - Lost technology: the real reason we can't explain the pyramids?05:56:00 - BREAKING: Underground structure discovered beneath Giza06:00:00 - Satellite radar reveals hidden chambers and spiraling voids06:08:00 - Ancient energy grid theory06:14:00 - "The most significant discovery at Giza in over 50 years"06:24:00 - Final verdicts from all three hosts