Podcasts about EPS

Traitors AU Season 3 Eps 7+8 Exit Interviews Watch the podcast on YouTube! Join hosts Pooya and Annabel Fidler for a deep dive into the latest episode of The Traitors Australia, Season 2, as they welcome special guest Alex, fresh from her dramatic exit. This episode unpacks the shifting alliances, emotional showdowns, and strategic moves that define the heart of the season, with Alex offering firsthand insights into the pivotal moments that shaped her journey. The conversation opens with Alex reflecting on her gameplay and the origins of suspicion from fellow contestant Kirby—a dynamic rooted in past Survivor experiences and unexpected projections. The group then tackles the strategic decision to target Dicko over Henry, revealing the delicate balance between distraction and danger within the game's alliances. Alex openly discusses confronting AJ and the personal blend of game and emotion, emphasizing how trust and manipulation influenced her experience. The episode also explores her connections with fellow players, from her genuine bond with Josh to her complex, less cohesive partnership with Alvin. The show's later segment shifts focus to Claudia, another contestant, as she shares her perspective on being targeted, navigating group strategy, and dealing with the unpredictable twists of missions and death row. Discussions about trust, alliance-building, and the sometimes isolating nature of the game offer a candid look at what it's like behind the scenes. Highlights include: Alex explains the origins of Kirby's doubts and how Survivor history colored their relationship. Detailed reasoning behind the push to separate the LSD group and target Dicko. Emotional fallout and strategic considerations during the breakfast confrontation with AJ. Contrasting alliance styles with Josh and Alvin and their impact on Alex's trajectory. Claudia reveals her approach to group dynamics, death row uncertainty, and her evolving gameplay philosophy. As alliances fracture and strategies collide, which bonds prove strongest—and who adapts as the castle's social game intensifies? Listen for a thoughtful breakdown of key votes, shifting loyalties, and the personal cost of playing hard in The Traitors Australia. Plug into the episode for unfiltered insights on gameplay choices, relationships, and the high-stakes moves shaping the endgame. Chapters: 0:00 Alex Reflects on Paranoia Shift 6:22 Comparing Josh and AJ Alliances 8:37 AJ Confrontation: Emotional Fallout 10:15 Alex Accepts Her Inevitable Exit 12:22 Voting Strategy: Rhys for Kirby 15:03 Who Alex Would Have Recruited 16:03 Would Alex Play Again? 17:32 Claudia's Traitor Instincts Analyzed 21:02 Claudia Details Her Core Alliances 26:25 Death Row Day: Pebble Island 28:17 Claudia's Downfall and Regrets 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!

Tally the Votes is complete. Big Brother celebrates its 1,000th episode. A houseguest departs, and the house anticipates an unprecedented twist. Send us an email at tallythefeedback@yahoo.com. Listen to “Big Brother 28: Eps 23-25” on Spreaker.

Traitors AU Season 3 Eps 7+8 Exit Interviews Watch the podcast on YouTube! Join hosts Pooya and Annabel Fidler for a deep dive into the latest episode of The Traitors Australia, Season 2, as they welcome special guest Alex, fresh from her dramatic exit. This episode unpacks the shifting alliances, emotional showdowns, and strategic moves that define the heart of the season, with Alex offering firsthand insights into the pivotal moments that shaped her journey. The conversation opens with Alex reflecting on her gameplay and the origins of suspicion from fellow contestant Kirby—a dynamic rooted in past Survivor experiences and unexpected projections. The group then tackles the strategic decision to target Dicko over Henry, revealing the delicate balance between distraction and danger within the game's alliances. Alex openly discusses confronting AJ and the personal blend of game and emotion, emphasizing how trust and manipulation influenced her experience. The episode also explores her connections with fellow players, from her genuine bond with Josh to her complex, less cohesive partnership with Alvin. The show's later segment shifts focus to Claudia, another contestant, as she shares her perspective on being targeted, navigating group strategy, and dealing with the unpredictable twists of missions and death row. Discussions about trust, alliance-building, and the sometimes isolating nature of the game offer a candid look at what it's like behind the scenes. Highlights include: Alex explains the origins of Kirby's doubts and how Survivor history colored their relationship. Detailed reasoning behind the push to separate the LSD group and target Dicko. Emotional fallout and strategic considerations during the breakfast confrontation with AJ. Contrasting alliance styles with Josh and Alvin and their impact on Alex's trajectory. Claudia reveals her approach to group dynamics, death row uncertainty, and her evolving gameplay philosophy. As alliances fracture and strategies collide, which bonds prove strongest—and who adapts as the castle's social game intensifies? Listen for a thoughtful breakdown of key votes, shifting loyalties, and the personal cost of playing hard in The Traitors Australia. Plug into the episode for unfiltered insights on gameplay choices, relationships, and the high-stakes moves shaping the endgame. Chapters:0:00 Alex Reflects on Paranoia Shift6:22 Comparing Josh and AJ Alliances8:37 AJ Confrontation: Emotional Fallout10:15 Alex Accepts Her Inevitable Exit12:22 Voting Strategy: Rhys for Kirby15:03 Who Alex Would Have Recruited16:03 Would Alex Play Again?17:32 Claudia's Traitor Instincts Analyzed21:02 Claudia Details Her Core Alliances26:25 Death Row Day: Pebble Island28:17 Claudia's Downfall and Regrets 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

Sarah and Mary RIP into MAFS Season 20 Eps 12 and 13: physical connections, zero physical connections, loyalty, rejection, group therapy - and more. Join us on Patreon for more of the inner sanctum with Sarah and Mary:MAFS Seattle Episodes 12 & 13.   Subscribe, Follow, Like, and Review, Wherever you get your podcasts. Follow us on Twitter, Instagram, & Facebook.   Get RUMP Merch here: https://areyoumypodcast.bigcartel.com/   Visit forhers.com/mypodcast to get personalized, affordable care that gets you. Visit Oakessentials.com and use code MYPODCAST for 15% off your first order.   sarahcolonna.commaryradzinski.com      Sarah's merchMary's merch   © 2020-2022 Are You My Podcast?

Traitors AU Season 3 Eps 7+8 Recap Watch the podcast on YouTube! The We Know Traitors podcast is back, with hosts Pooya and Annabel Fidler diving into episodes 7 and 8 of The Traitors Australia season 3. With the last OG Traitor standing and the fate of the infamous twins hanging in the balance, Pooya and Annabel break down pivotal moves and shifting alliances in the castle's high-stakes atmosphere. Who has the grit, influence, and strategy to survive as suspicion swirls and alliances fracture? This episode unpacks the intense drama around the Luke and Josh death match, the aftermath of AJ's murder, and shifting suspicions as both Traitors and Faithfuls try to navigate the endgame. Annabel reflects on Kirby's steadying presence as the sole original Traitor left, while Pooya spotlights the twins' influence and how their rivalry fuels game chaos. They trace how Josh and Luke's detective work, Luke's high-profile banishments, and Chrissy's emerging alliance with Kira, Tully, and Rachel recalibrate the pecking order. The discussion also looks at Rachel's rise from suspicion, Tully's struggle with losing allies, and why Rhys, now a Traitor, operates in an increasingly precarious spot. The dramatic showdown between brothers Luke and Josh, and how each's approach affects their credibility and survival Kirby's unique path as the last OG Traitor standing and her method for avoiding banishment despite early suspicion AJ's exit after a failed attempt to outmaneuver the Traitors, and what his banishment means for remaining Faithfuls Chrissy's proactive alliance building, including the formation of her core quartet with Kira, Rachel, and Tully The group's analysis of key missions gone sideways, from failed shield grabs to Lawson's mission mishaps Is Kirby's run as a lone Traitor bound for triumph, or have Faithfuls like Chrissy and Rachel set the stage for a Faithful win? As the remaining contestants shift allegiances and plot their next moves, who can keep control of this unpredictable endgame? Catch the full breakdown for nuanced takes on strategy, betrayals, and the odd phone flirtation that could change the game. Chapters: 0:00 Last OG Traitor Standing 6:33 Luke's Bold Roundtable Showdown 11:30 AJ's Downfall and Missed Strategy 16:14 Rhys Recruited as New Traitor 19:16 Twins Face Off: Death Match 24:01 Chrissy Forms Power Alliance 29:29 Tully Torn by Alex's Exit 33:22 Luke Leads Claudia Banishment 39:04 Luke and Josh: Social Masters 46:01 Claudia Targeted Over Shield Drama 48:33 Alex's Banishment: Final Breakdown 54:40 Predictions: Who Falls Next? 1:00:37 Kirby's Miraculous Endgame Survival 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 AU Season 3 Eps 7+8 Recap Watch the podcast on YouTube! The We Know Traitors podcast is back, with hosts Pooya and Annabel Fidler diving into episodes 7 and 8 of The Traitors Australia season 3. With the last OG Traitor standing and the fate of the infamous twins hanging in the balance, Pooya and Annabel break down pivotal moves and shifting alliances in the castle's high-stakes atmosphere. Who has the grit, influence, and strategy to survive as suspicion swirls and alliances fracture? This episode unpacks the intense drama around the Luke and Josh death match, the aftermath of AJ's murder, and shifting suspicions as both Traitors and Faithfuls try to navigate the endgame. Annabel reflects on Kirby's steadying presence as the sole original Traitor left, while Pooya spotlights the twins' influence and how their rivalry fuels game chaos. They trace how Josh and Luke's detective work, Luke's high-profile banishments, and Chrissy's emerging alliance with Kira, Tully, and Rachel recalibrate the pecking order. The discussion also looks at Rachel's rise from suspicion, Tully's struggle with losing allies, and why Rhys, now a Traitor, operates in an increasingly precarious spot. The dramatic showdown between brothers Luke and Josh, and how each's approach affects their credibility and survival Kirby's unique path as the last OG Traitor standing and her method for avoiding banishment despite early suspicion AJ's exit after a failed attempt to outmaneuver the Traitors, and what his banishment means for remaining Faithfuls Chrissy's proactive alliance building, including the formation of her core quartet with Kira, Rachel, and Tully The group's analysis of key missions gone sideways, from failed shield grabs to Lawson's mission mishaps Is Kirby's run as a lone Traitor bound for triumph, or have Faithfuls like Chrissy and Rachel set the stage for a Faithful win? As the remaining contestants shift allegiances and plot their next moves, who can keep control of this unpredictable endgame? Catch the full breakdown for nuanced takes on strategy, betrayals, and the odd phone flirtation that could change the game. Chapters:0:00 Last OG Traitor Standing6:33 Luke's Bold Roundtable Showdown11:30 AJ's Downfall and Missed Strategy16:14 Rhys Recruited as New Traitor19:16 Twins Face Off: Death Match24:01 Chrissy Forms Power Alliance29:29 Tully Torn by Alex's Exit33:22 Luke Leads Claudia Banishment39:04 Luke and Josh: Social Masters46:01 Claudia Targeted Over Shield Drama48:33 Alex's Banishment: Final Breakdown54:40 Predictions: Who Falls Next?1:00:37 Kirby's Miraculous Endgame Survival 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

Traitors AU Season 3 Eps 5+6 Exit Interviews Also available on YouTube. Journey into episodes 5 and 6 of The Traitors Australia as Annabel Fidler sits down for revealing exit interviews with Ian “Dicko” Dickson and Rob Farnham, followed by a joint interview with Pooya and Annabel as they talk to departing traitor Alvin Quah. These candid conversations break down the players' thought processes, the evolving alliances, and the emotional costs of the game's high-stakes banishments and betrayals. 0:00 Dicko's Shocking Exit Reaction 10:08 Rob Joins, Initial Game Plans 25:55 Alvin's Traitor Blindside Begins 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 AU Season 3 Eps 5+6 Exit Interviews   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

MAFS 20 Eps 16-18 Recap: A Perfect Match Podcast Watch the podcast on YouTube! A Perfect Match dives into Married at First Sight Season 20, episodes 16-18, as hosts Aysha and Jason Reed guide listeners through high-stakes retreats, shifting alliances, and relationship turbulence on the eve of Decision Day. With just a week left before the final choices, the Seattle couples face truth-telling games, awkward revelations, and conflicts that test every bond, while production changes add even more uncertainty to their journeys. This podcast episode unpacks the fallout from the group retreat, where couples like Tori and Felipe, Mecca and Belle Jolie, and Devin and Kaitlyn encounter major turning points. The hosts break down the impact of messy group games that force participants to confront how others see them, including Felipe's discomfort at winning every “bad husband” award and Mecca's struggle to take responsibility for repeatedly hurting Belle Jolie. The discussion also highlights Kaitlyn and Devin's ongoing communication issues, revealing how missed signals and lack of affection put their relationship in crisis. Meanwhile, the hosts consider the consequences of new format twists: experts no longer hosting the reunion and couples facing each other alone for Decision Day decisions. Key moments and insights include: The retreat's “most likely” group game exposing unresolved issues, especially with Felipe and Tori's partnership Sean's controversial comment to Nikki, rating her a Seattle 10 but a New York 7, and the wider theme of men “humbling” their wives The unraveling of Devin and Kaitlyn's marriage, culminating in zero affection and a dramatic late-night argument over boundaries and flirting Belle Jolie's confrontation with Mecca about public comments on her appearance, and her struggle to balance self-respect with loyalty Speculation and reaction to the show's format changes, including Decision Day's new structure and the missing experts Will any of these couples find enough growth and connection to say “yes,” or are the red flags just too many to overcome? How will the absence of the usual support systems on Decision Day shape their final choices? Hear all the relationship drama, raw conversations, and strategic missteps by listening to this deep-dive breakdown of MAFS Season 20's most pivotal episodes. Chapters: 00:00 Perfect Match Premise Revealed 06:50 Kevin Frazier Replaced at Reunion 10:08 Decision Day Format Changes 15:05 Couples Retreat Tensions Ignite 23:13 Devin Reveals No Kisses Yet 27:41 Sean Calls Nikki a “Seattle 10” 33:15 Michelle and Cameron Flaunt Strength 41:13 Mecca Fails to Apologize Sincerely 47:27 Felipe's Retreat Behavior Challenged 54:22 Retreat Game Causes Couples’ Rift 01:03:03 Tori and Felipe's Major Blowup 01:13:12 Devin and Kaitlyn Argument Erupts 01:25:44 Belle Calls Out Sean's Insecurity 01:34:32 Mecca Picks Other Wives 01:42:00 Kaitlyn Flirts With Mecca 01:44:38 Devin and Kaitlyn Break Up 01:52:27 Felipe Justifies Reckless Words 02:18:11 Tori Faces Felipe's Bombshell 02:23:16 Finale Preview and Predictions LISTEN: Subscribe to the Perfect Match RHAPUp podcast feed by visiting https://robhasawebsite.com/feed/mafs WATCH: Watch and subscribe to the podcast on YouTube SUPPORT: Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Previously on the Love at First Sight Feed: Love at First Sight Recap Archives

MAFS 20 Eps 16-18 Recap: A Perfect Match Podcast Watch the podcast on YouTube! A Perfect Match dives into Married at First Sight Season 20, episodes 16-18, as hosts Aysha and Jason Reed guide listeners through high-stakes retreats, shifting alliances, and relationship turbulence on the eve of Decision Day. With just a week left before the final choices, the Seattle couples face truth-telling games, awkward revelations, and conflicts that test every bond, while production changes add even more uncertainty to their journeys. This podcast episode unpacks the fallout from the group retreat, where couples like Tori and Felipe, Mecca and Belle Jolie, and Devin and Kaitlyn encounter major turning points. The hosts break down the impact of messy group games that force participants to confront how others see them, including Felipe's discomfort at winning every “bad husband” award and Mecca's struggle to take responsibility for repeatedly hurting Belle Jolie. The discussion also highlights Kaitlyn and Devin's ongoing communication issues, revealing how missed signals and lack of affection put their relationship in crisis. Meanwhile, the hosts consider the consequences of new format twists: experts no longer hosting the reunion and couples facing each other alone for Decision Day decisions. Key moments and insights include: The retreat's “most likely” group game exposing unresolved issues, especially with Felipe and Tori's partnership Sean's controversial comment to Nikki, rating her a Seattle 10 but a New York 7, and the wider theme of men “humbling” their wives The unraveling of Devin and Kaitlyn's marriage, culminating in zero affection and a dramatic late-night argument over boundaries and flirting Belle Jolie's confrontation with Mecca about public comments on her appearance, and her struggle to balance self-respect with loyalty Speculation and reaction to the show's format changes, including Decision Day's new structure and the missing experts Will any of these couples find enough growth and connection to say “yes,” or are the red flags just too many to overcome? How will the absence of the usual support systems on Decision Day shape their final choices? Hear all the relationship drama, raw conversations, and strategic missteps by listening to this deep-dive breakdown of MAFS Season 20's most pivotal episodes. Chapters:00:00 Perfect Match Premise Revealed06:50 Kevin Frazier Replaced at Reunion10:08 Decision Day Format Changes15:05 Couples Retreat Tensions Ignite23:13 Devin Reveals No Kisses Yet27:41 Sean Calls Nikki a "Seattle 10"33:15 Michelle and Cameron Flaunt Strength41:13 Mecca Fails to Apologize Sincerely47:27 Felipe's Retreat Behavior Challenged54:22 Retreat Game Causes Couples' Rift01:03:03 Tori and Felipe's Major Blowup01:13:12 Devin and Kaitlyn Argument Erupts01:25:44 Belle Calls Out Sean's Insecurity01:34:32 Mecca Picks Other Wives01:42:00 Kaitlyn Flirts With Mecca01:44:38 Devin and Kaitlyn Break Up01:52:27 Felipe Justifies Reckless Words02:18:11 Tori Faces Felipe's Bombshell02:23:16 Finale Preview and Predictions Previously on the Love at First Sight Feed:Love at First Sight Recap Archives LISTEN: Subscribe to the Perfect Match RHAPUp podcast feed by visiting https://robhasawebsite.com/feed/mafsWATCH: Watch and subscribe to the podcast on YouTubeSUPPORT: Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Learn more about your ad choices. Visit megaphone.fm/adchoices

The second leg of Local H's tour with The Toadies has ended — prompting much reflection on the realities of life on the road. The physical toll. The psychic costs. The riggies. PLUS!: What are the BEST(?!?) EPs?

The chaos in the house continues to build. A diamond veto power is played and a strong players is evicted. Send us an email at tallythefeedback@yahoo.com. Listen to “Big Brother 28: Eps 20-22” on Spreaker.

Sarah and Mary RIP into MAFS Season 20 Eps 10 and 11: bad lying, a sexy game of HORSE, wifely duties (no thank you), cooked pickleball - and more. Join us on Patreon for more of the inner sanctum with Sarah and Mary:MAFS Seattle Episodes 10 & 11   Subscribe, Follow, Like, and Review, Wherever you get your podcasts. Follow us on Twitter, Instagram, & Facebook.   Get RUMP Merch here: https://areyoumypodcast.bigcartel.com/   Visit hero.co and use code MYPODCAST for 10% off your order. Visit huel.com/mypodcast and use code MYPODCAST for 15% off. Visit BubsNaturals.com and use code MYPODCAST for 20% off. Visit JiYuSkin.com and use code MYPODCAST for 20% off plus free shipping.   sarahcolonna.commaryradzinski.com      Sarah's merchMary's merch   © 2020-2022 Are You My Podcast?

Oil Reserves taking a hit. Finally getting to the recent high profile earnings. Market Top Calls (again). ALL TIME HIGHS – Then some consolidation (then highs again). Situational Awareness Update. SpaceX Bounces… 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? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Oil Reserves taking a hit - Getting to the recent high profile earnings - Market Top Calls (again) Markets - ALL TIME HIGHS - Then some consolidation - Lets round out earnings - Situational Awareness Update - SpaceX Bounces... Etsy - Layoffs With Better Numbers - Etsy is cutting about 220 jobs, or 12% of its workforce. - Management said the cuts were not primarily about cost savings or AI. ----- CEO Kruti Patel Goyal stated the restructuring aims to simplify the organization, remove management layers, and speed up decision-making to better compete against massive rivals like Amazon, Temu, and TikTok Shop - Q2 revenue was about $668 million and core marketplace sales improved. - Etsy also authorized another $2 billion share buyback. - Comes after selling Depop to eBay for about $1.4 billion. Polysilicon - Tariffs Plus Price Floors - U.S. policy adds a 15% tariff and minimum import prices on polysilicon and solar products. - Goal is to protect domestic production from low-cost foreign competition. - U.S. share of global polysilicon capacity fell from about 50% in 2005 to under 2% in 2024. - First Solar and T1 Energy jumped on the announcement. ---- The same playbook - rinse and repeat Chipotle - Salmonella Returns - Minnesota officials linked a salmonella outbreak to jalapenos served at Chipotle. - Chipotle removed the affected pepper supply and switched growers. - Shares fell roughly 8%-10% as investors remembered the company's earlier food-safety problems. - This is on top of the lettuce situation with Sweetgreen- look at  STOCK CHART FOR SG Michael Burry - Calling a Major Top - Michael Burry says the market may be near a "major top." - Warned of the possibility of a 1987-style market drop. - He is short names including Nvidia, Palantir, Tesla and semiconductor stocks. - Main concern is stretched valuations and crowded trades unwinding quickly. - This may be the 100th top he has called since the GFC ---- NVIDIA TURNS GPUs INTO AN ASSET CLASS - Nvidia signed preliminary agreements with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize more than $500 billion for AI infrastructure. - The Wall Street firms would create dedicated pools of capital to finance Nvidia-based data centers and compute infrastructure at what Nvidia calls attractive rates for customers. - Jensen Huang: “This is really the first time that technology chips have become an investable asset class.” Nvidia says the compute assets now generate revenue and can increasingly be financed like infrastructure. - Nvidia could backstop as much as 25% of individual investments on a case-by-case basis - potentially up to about $125 billion if applied across the full program. STRATEGIC PETROLEUM RESERVE BREAKS 300 MILLION - The Strategic Petroleum Reserve fell by 6.1 million barrels to 298.7 million barrels for the week ended Aug. 7 - below 300 million for the first time since January 1983. - The SPR started 2026 around 415 million barrels, meaning more than 100 million barrels have already come out this year as releases were used to offset disruptions from the Iran conflict. - The reserve's authorized storage capacity is roughly 714 million barrels, leaving current inventories at about 42% of capacity. - Oil on the rise last week Earnings and such Toyota - Big Buyback, Better Outlook - Toyota raised its annual operating-profit forecast 13%, helped by the weaker yen. - Announced a share buyback worth up to $6.3 billion. - Quarterly operating profit still fell 9%, hurt by China weakness and higher Middle East-related costs. McDonald's - Value Problem - U.S. same-store sales rose just 0.8%, below expectations and well below last year's 2.5% growth. - Management blamed weak execution of value promotions and fewer digital deals. (and probably because everyone is taking weight loss drugs - see above) - Lower-income customer traffic remains a major pressure point. - McDonald's is bringing back more digital offers and loyalty promotions to drive traffic. Eli Lilly - Weight-Loss Machine - Lilly crushed Q2 expectations as Mounjaro and Zepbound drove most of the growth. - Mounjaro sales hit $9.94 billion; Zepbound brought in $4.93 billion. - Raised 2026 revenue guidance to $85-$87 billion. - Verzenio, its major breast-cancer drug, remains one of Lilly's biggest non-obesity products. - Lilly continues widening its lead over Novo Nordisk in the obesity-drug market. Disney - Parks Keep Printing Money - Quarterly adjusted EPS rose 28% to $2.06, beating the $1.86 estimate. - Parks and experiences revenue increased 10% to nearly $10 billion. - Global park attendance grew 4%. - Disney is selling its 50% stake in A+E Networks to Hearst for an estimated $1.2 billion. Oil - OPEC Adds Barrels, Maybe - OPEC+ agreed to raise September production targets by another 188,000 barrels per day. - The increase completes the rollback of a 1.65 million-barrel-per-day supply cut dating back to 2023. (In other words - planned so not a surprise) - Actual supply remains constrained because several producers are already pumping below quota. - Any normalization around the Strait of Hormuz could suddenly make OPEC+'s additional barrels much more important. Berkshire Hathaway - Greg Abel Starts Spending - Q2 operating earnings rose 16% to about $13 billion. - Berkshire bought $23.5 billion of stocks and sold just $3.7 billion - its first quarter as a net stock buyer in 14 quarters. - Bought back $4.5 billion of Berkshire shares, versus only $235 million in Q1. - Cash dropped from roughly $380 billion to $365 billion as Abel starts putting the massive cash pile to work. - Important shift: Buffett is still chairman, but this is one of the clearest signs yet of how Greg Abel may allocate capital differently as CEO. Situational Awareness - Nearly Blows Up, Investors Want Back In - The fund lost 67% in July after leveraged AI bets collapsed and forced a major stock sale to Citadel. - Despite the blowup, Situational Awareness was still up about 80% for 2026 because of huge earlier gains. - Bloomberg says Silicon Valley investors are already asking to put more money into the fund. - Situational Awareness is currently telling prospective investors it is not accepting new capital. - The fund has also continued making large private investments even after the near-collapse. --- Most recent was a $400B ---- There is some talk that Citadel made out like a bandit on the rescue Mercedes AMG - The Car Literally Brands You - Two Mercedes AMG owners filed a class-action lawsuit claiming the metal AMG logo embedded in the seat becomes dangerously hot in the sun. - One driver says he suffered first- and second-degree burns, with a dermatologist describing the injury as "AMG inscribed." - The lawsuit wants Mercedes to cover damages and remove the metal logos from affected vehicles. - Hard to beat this one: pay AMG money and get the logo branded into your back. Europe's Drought - History Starts Popping Out - Extreme drought and low river levels are exposing things that have been underwater or hidden for decades or centuries. - In Serbia, sunken German World War II warships have reappeared in the Danube. - In Britain, dry ground revealed outlines of medieval buildings; mammoth remains and ancient structures have also surfaced elsewhere. - Serious drought story, but visually one of the strangest side effects of the summer. Golden Toilet - $6 Million Flush - The 18-carat gold toilet was ripped out of Blenheim Palace in a five-minute raid and has never been recovered - but there is a conviction. - Prosecutors used phone data, forensic evidence and planning activity to link the gang to the theft. - One defendant had cased the palace beforehand and photographed entry points; another man had already pleaded guilty and admitted helping move the stolen gold. - Prosecutors believe the 98-kilo toilet was quickly cut up or melted down and sold as gold. - So the conviction was based on evidence of the robbery and disposal - not on recovering the actual toilet. Final Follow Up SpaceX - Space Junk Smashes Into the Moon - A dead SpaceX Falcon 9 rocket stage crashed into the moon at about 5,400 mph after drifting through space since January 2025. - The roughly 4-ton, school-bus-size object kicked up a lunar dust plume that astronomers detected from Chile. - The impact was accidental - solar activity and gravity gradually pushed the abandoned rocket stage onto a collision course. - NASA and SpaceX are now discussing ways to prevent future lunar crashes as more hardware heads toward the moon. - NEED Space garbage Trucks - something we have discussed on show for years (see next) Space Garbage Trucks - This Is Becoming a Business - Astroscale is building spacecraft designed to inspect, capture and remove dead satellites and other orbital debris. - Its ADRAS-J mission demonstrated close approach and inspection of a large piece of existing space junk - a key step before actually grabbing and removing debris. - ClearSpace is developing similar debris-removal spacecraft, including missions designed to rendezvous with and capture abandoned rocket hardware. - The business model is basically orbital towing: governments and satellite operators pay to remove dangerous junk or service aging spacecraft. - With tens of thousands of tracked objects already in orbit, "space sanitation" could become a real infrastructure business.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) 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

Traitors AU Season 3 Eps 5+6 Recap  The battle for deception picks up steam as Annabel Fidler and Pooya break down episodes 5 and 6 of Traitors Australia Season 3. The halfway point of the season brings game-shaking banishments, shifting alliances, and a strategy showdown with major implications for the cast. As one traitor is outed and big personalities make their exit, the hosts dig deep into the faithfulness, scheming, and social maneuvering that define this dramatic pair of episodes. The discussion covers the key vote-outs of Dicko and Rob, highlighting the changing dynamics left in their wake. Annabel Fidler and Pooya examine the fallout from the decision to target Gamble, the strategic moves of key players like AJ and Kirby, and the surprising way suspicion quickly swings between contestants. They debate the ethics and efficiency of AJ's hard-nosed approach to exposing the traitors, spotlighting its impact not only on gameplay but on relationships at the roundtable. The episode also features in-depth takes on the evolving roles of the twins, the faithful's emerging leaders, and why certain cast members are sliding under the radar—at least for now. Highlights include: The strategic logic and controversy behind AJ's confrontational tactics and his effect on Alex and Kirby's games Dicko's villainous yet entertaining gameplay and the legacy of his numbers-first alliance The murder of Rob as a pivotal move to disempower the twins and recalibrate social power The explosive roundtable votes, where one vote shifts the fate of key figures and raises the stakes for all Ongoing debates about relationship-based strategy versus aggressive gameplay, with thoughtful analysis of emotional and ethical lines drawn With the traitor pool shrinking and alliances in flux, who emerges as the new power players, and can anyone control the faithful's next moves? Dive into the analysis for a fresh look at this season's most tense and complex strategies. Listen now for keen insight into game theory, dramatic choices, and the unpredictable path forward in Traitors Australia Season 3. How is your favourite faithful doing? Or do you cheer for the traitors? Let us know by tagging us on Twitter @RobHasAPodcast Chapters:00:00 Traitors Australia Midseason Shakeup06:59 Dicko and Rob Both Exit13:15 Alvin Targeted and Banished17:39 AJ Confronts Alex, Reveals Strategy22:56 Faithfuls Turn Against AJ29:03 Kirby and Alex's Trust Tested36:06 AJ's Manipulation Sparks Ethics Debate44:35 Rob's Murder and Twin Dynamics51:42 Predictions: Endgame Threats Emerge57:12 Recruitment or Revenge for AJ?01:03:08 Tully, Alex, Kirby: Likely Winners 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

Traitors AU Season 3 Eps 3+4 Exit Interviews Also available on YouTube. Step inside the exit interviews for The Traitors Australia Season 3, Episodes 3 and 4, as hosts Pooya (“The Duke of Deception”) and Annabel Fidler sit down with recently eliminated players Manaaki, Cosima, and Henry. This episode digs into the whirlwind of exits, highlighting the shifting social strategies and critical moves that led to these dramatic departures. Manaaki details his evidence-driven gameplay, walking listeners through how his accurate reads on all three traitors quickly turned him into a target. He and the hosts explore the rivalry with Keira that flared due to shield deception and strong personalities vying for control. Cosima opens up about her emotional blindsiding, the role of cultural communication differences in her gameplay, and her surprise at alliances that proved shakier than expected. Henry reflects on the challenge of carrying a reputation from Australian Survivor, including the strategic fallout of his vote blocks, his approach to public traitor accusations, and what it means to be the faithful fighting to stay in the manor. Key points listeners will hear about: Manaaki's “controlled chaos” style of gameplay and his downfall after accurately naming the traitors The escalating feud between Manaaki and Keira, driven by both teams' secret shield lies Cosima's struggle to navigate trust and group dynamics, including her take on loyalty and unexpected betrayals Henry's attempts to manage suspicion as a Survivor alum and his thought process on critical votes and risk-taking The reality of how reputation, alliance loyalty, and quick pivots can drive—or disrupt—long-term strategy What does it take to survive when the truth makes you a threat and alliances can't be taken at face value? Find out how these players explain their moves, their missteps, and what could have changed the game's outcome. Tune in for candid reflections and insight from those who've just left the game, your all-access breakdown of social strategy and shifting loyalties on The Traitors Australia. 0:00 Manaaki's Early Exit Reflections 6:16 Rivalry With Keira Explained 10:06 Manaaki's Logic vs. Chaos 14:49 Survivor Stigma Hits Henry 20:49 Kirby Exposed—Faithfuls' Turning Point 25:49 Henry's Roundtable Strategy Revealed 31:28 Cam's Return Sparks Division 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 AU Season 3 Eps 3+4 Exit Interviews Also available on YouTube. Step inside the exit interviews for The Traitors Australia Season 3, Episodes 3 and 4, as hosts Pooya (“The Duke of Deception”) and Annabel Fidler sit down with recently eliminated players Manaaki, Cosima, and Henry. This episode digs into the whirlwind of exits, highlighting the shifting social strategies and critical moves that led to these dramatic departures. Manaaki details his evidence-driven gameplay, walking listeners through how his accurate reads on all three traitors quickly turned him into a target. He and the hosts explore the rivalry with Keira that flared due to shield deception and strong personalities vying for control. Cosima opens up about her emotional blindsiding, the role of cultural communication differences in her gameplay, and her surprise at alliances that proved shakier than expected. Henry reflects on the challenge of carrying a reputation from Australian Survivor, including the strategic fallout of his vote blocks, his approach to public traitor accusations, and what it means to be the faithful fighting to stay in the manor. Key points listeners will hear about: Manaaki's “controlled chaos” style of gameplay and his downfall after accurately naming the traitors The escalating feud between Manaaki and Keira, driven by both teams' secret shield lies Cosima's struggle to navigate trust and group dynamics, including her take on loyalty and unexpected betrayals Henry's attempts to manage suspicion as a Survivor alum and his thought process on critical votes and risk-taking The reality of how reputation, alliance loyalty, and quick pivots can drive—or disrupt—long-term strategy What does it take to survive when the truth makes you a threat and alliances can't be taken at face value? Find out how these players explain their moves, their missteps, and what could have changed the game's outcome. Tune in for candid reflections and insight from those who've just left the game, your all-access breakdown of social strategy and shifting loyalties on The Traitors Australia. 0:00 Manaaki's Early Exit Reflections6:16 Rivalry With Keira Explained10:06 Manaaki's Logic vs. Chaos14:49 Survivor Stigma Hits Henry20:49 Kirby Exposed—Faithfuls' Turning Point25:49 Henry's Roundtable Strategy Revealed31:28 Cam's Return Sparks Division 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

MAFS 20 Eps 13-15 Recap: A Perfect Match Podcast Also available on YouTube. A Perfect Match Podcast's Jason Reed and Aysha Welch break down episodes 13-15 of Married at First Sight Season 20, where commitment, communication, and conflict take center stage. The group therapy session becomes the backdrop for major shifts, playful banter, and some couples facing the end of their experiment. From emotional outbursts to surprising moments of self-reflection, these episodes offer plenty to analyze, especially as the experts push the couples to decide if they are all in or ready to walk away. The conversation focused on the unraveling of Courteney and Nick's marriage during a charged group session where the experts push for concrete answers about effort, romance, and emotional connection. Tension runs high as the discussion explored how patterns of criticism, emotional shut-downs, and perceived lack of depth lead to their decision to exit the experiment. Nikki and Shawn's journey highlights the impact of group pressure, ambiguous intimacy, and questions about genuine connection, while Tori and Felipe's struggles with indecisiveness and future uncertainty prompt serious questions about how much honesty, or lack of a filter, can tank a relationship. Throughout, the hosts examine the difference between “wanting” and “willingness” to commit and how the group dynamic intensifies personal struggles. Group therapy session acts as a catalyst for Courteney and Nick to end their marriage, with memorable exchanges about comfort and emotional safety Nikki and Shawn navigate pressure to demonstrate romance, leading to awkward affection and questions about authenticity Tori confides doubts about Felipe's maturity and reliability, setting up a debate about trust and future readiness Felipe's “in the moment” approach sparks a group debate about commitment and whether he's truly present or just avoiding the hard questions Group members and experts challenge surface-level answers and force couples to confront reality, leading to a surprising group consensus Will any couple survive the mounting doubts and shifting alliances, or are more departures ahead? Is focusing on the present enough, or do these marriages need a real plan for the future? Listen now for deep dives into each couple's dynamic, the group's candid reactions, and what happens when honesty, pressure, and emotions collide on Married at First Sight. 0:00 Parody Opening Sparks Confusion 6:28 Facebook Group Password Revealed 8:07 Courteney Challenges Nick's Authenticity 16:00 Coffee Machine Incident Resurfaces 22:05 Group Session: Relationship Truths Exposed 28:52 Courteney and Nick End Marriage 39:29 Nikki Reveals Delayed Family Introduction 47:59 Nikki and Shawn's Intimacy Shift 58:52 Group Dinner: Couples Confront Tension 1:04:16 Tori Venting About Felipe's Maturity 1:13:25 Felipe Called Out by Paul LISTEN: Subscribe to the Perfect Match RHAPUp podcast feed by visiting https://robhasawebsite.com/feed/mafs WATCH: Watch and subscribe to the podcast on YouTube SUPPORT: Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Previously on the Love at First Sight Feed: Love at First Sight Recap Archives

MAFS 20 Eps 13-15 Recap: A Perfect Match Podcast Also available on YouTube. A Perfect Match Podcast's Jason Reed and Aysha Welch break down episodes 13-15 of Married at First Sight Season 20, where commitment, communication, and conflict take center stage. The group therapy session becomes the backdrop for major shifts, playful banter, and some couples facing the end of their experiment. From emotional outbursts to surprising moments of self-reflection, these episodes offer plenty to analyze, especially as the experts push the couples to decide if they are all in or ready to walk away. The conversation focused on the unraveling of Courteney and Nick's marriage during a charged group session where the experts push for concrete answers about effort, romance, and emotional connection. Tension runs high as the discussion explored how patterns of criticism, emotional shut-downs, and perceived lack of depth lead to their decision to exit the experiment. Nikki and Shawn's journey highlights the impact of group pressure, ambiguous intimacy, and questions about genuine connection, while Tori and Felipe's struggles with indecisiveness and future uncertainty prompt serious questions about how much honesty, or lack of a filter, can tank a relationship. Throughout, the hosts examine the difference between “wanting” and “willingness” to commit and how the group dynamic intensifies personal struggles. Group therapy session acts as a catalyst for Courteney and Nick to end their marriage, with memorable exchanges about comfort and emotional safety Nikki and Shawn navigate pressure to demonstrate romance, leading to awkward affection and questions about authenticity Tori confides doubts about Felipe's maturity and reliability, setting up a debate about trust and future readiness Felipe's “in the moment” approach sparks a group debate about commitment and whether he's truly present or just avoiding the hard questions Group members and experts challenge surface-level answers and force couples to confront reality, leading to a surprising group consensus Will any couple survive the mounting doubts and shifting alliances, or are more departures ahead? Is focusing on the present enough, or do these marriages need a real plan for the future? Listen now for deep dives into each couple's dynamic, the group's candid reactions, and what happens when honesty, pressure, and emotions collide on Married at First Sight. 0:00 Parody Opening Sparks Confusion6:28 Facebook Group Password Revealed8:07 Courteney Challenges Nick's Authenticity16:00 Coffee Machine Incident Resurfaces22:05 Group Session: Relationship Truths Exposed28:52 Courteney and Nick End Marriage39:29 Nikki Reveals Delayed Family Introduction47:59 Nikki and Shawn's Intimacy Shift58:52 Group Dinner: Couples Confront Tension1:04:16 Tori Venting About Felipe's Maturity1:13:25 Felipe Called Out by Paul Previously on the Love at First Sight Feed:Love at First Sight Recap Archives LISTEN: Subscribe to the Perfect Match RHAPUp podcast feed by visiting https://robhasawebsite.com/feed/mafsWATCH: Watch and subscribe to the podcast on YouTubeSUPPORT: Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Learn more about your ad choices. Visit megaphone.fm/adchoices

Two-time GRAMMY nominee and Americana Music Association Award nominee Maggie Rose joins us to chat about the development of her creative voice and her excellent new album, Half Moon.  PART ONE Paul and Scott discuss Brandie Carlile's recent live cover of Alanis Morissette's "Uninvited," which leads to a conversation about cover songs before spiraling out of control into despair about aging. PART TWO Our in-depth conversation with Maggie RoseABOUT MAGGIE ROSE Maggie Rose earned her first GRAMMY nomination, for Best Americana Album for her No One Gets Out Alive LP, in 2025. Later that year, the Americana Music Association nominated her for Emerging Act of the Year. The recognition was hard won. After moving to Nashville in 2009, Rose released her debut album, Cut to Impress, in 2013, which yielded the Top 40 country single “I Ain't Your Mama.” She went on to release a handful of EPs, albums, and singles that explored a broader sonic landscape, including original songs such as “Body on Fire,” “Change the Whole Thing,” “Saint,” and “Poison in My Well,” a duet with Grace Potter than earned Rose her second GRAMMY nomination in 2026. Maggie's fifth studio album, which was just released, is called Half Moon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week we speak with Dr. Ted O'Leary, Co-Director of Adult Congenital Heart Disease Electrophysiology at Boston Children's Hospital about a recent publication he authored on the use of pulsed field ablation (PFA) for the transcatheter ablation management of complex atrial arrhythmias in ACHD patients. How does PFA work and what are some of the potential advantages and disadvantages of this novel ablation energy technology? What are the advantages of a variable loop catheter in this setting? Is PFA going to supplant radiofrequency current for standard "SVT" ablations one day? These are amongst the questions reviewed with Dr. O'Leary this week. DOI: 10.1161/CIRCEP.125.014619

It’s Week 5 of Big Brother 28, and another Houseguest gets evicted after a house flip. Send us an email at tallythefeedback@yahoo.com. Listen to “Big Brother 28: Eps 16-19” on Spreaker.

Adam Doyle of Shotgun Wedding Singer joined me for Episode No. 219, and it was both a treat to meet him and a delight to visit with him about his thus-far journey on this rock hurtling through space.We talked about crafting one's own musicianship path, the band community in Kansas City, seeing awesome live shows, and a bunch more. We also took a peek at a few of Adam's favorite albums, which were these:self-titled (2003) Blink-182Green Day's American Idiot (2004)From Under the Cork Tree (2005), Fall Out BoyA Day to Remember's What Separates Me from You (2010)Danger Days: The True Lives of the Fabulous Killjoys (2010), My Chemical RomanceYou can give Adam an Instagram follow at @gardoyle93, and the band's handle is @shotgunweddingsinger. Find their three singles and two EPs (including this year's Shotgun Wedding Singer Presents: An Introduction to Bridge Burning) where you stream and download your music and your podcasts. SWS is also on Facebook and YouTube (Check out their "I Think You Should Leave" music video.), and you can find the e-mail address for bookings under that good old IG-bio section.Many thanks (and apologies for having the wrong Blink-182 album cover) to Adam for the time and the enthusiasm, and thank you to all of you that support the show.copyright disclaimer: I do not own the rights to the audio clips contained in this episode. They are snippets from a Kurt Vile tune called, "Bassackwards," a baller track from his 2018 badass record, Bottle It In, c/o Matador Records.

Sarah and Mary RIP into MAFS Season 20 Eps 8 and 9: love bombing, light dimming, family chats, feather ruffling, group therapy - and more. Join us on Patreon for more of the inner sanctum with Sarah and Mary:MAFS Seattle Episodes 8 & 9   Subscribe, Follow, Like, and Review, Wherever you get your podcasts. Follow us on Twitter, Instagram, & Facebook.   Get RUMP Merch here: https://areyoumypodcast.bigcartel.com/   Visit honeylove.com/mypodcast for 20% off your order. Visit huel.com/mypodcast and use code MYPODCAST for 15% off. Visit oneskin.co and use code MYPODCAST for 15% off.   sarahcolonna.commaryradzinski.com      Sarah's merchMary's merch   © 2020-2022 Are You My Podcast?

Traitors AU Season 3 Eps 3+4 Recap Also available on YouTube. 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 AU Season 3 Eps 3+4 Recap Also available on YouTube. The We Know Traitors podcast is back as Pooya, The Duke of Deception, and Annabel Fidler dig into episodes 3 and 4 of Traitors Australia Season 3. With the gameplay getting sharper, big alliances clashing, and emotions running high, this recap zeroes in on the tension surrounding major banishments and the shifting power moves within the castle. Early on, Annabel shares her frustration over the treatment of Kirby and how quickly things swing from one player to another, while Pooya marvels at the unpredictability of who is truly in danger. The two dissect how the "LSD" alliance (Loyalty, Secrecy, Discipline—at least in theory) is falling apart at the seams, with Dicko's overt leadership style putting a target on his back and the twins' lack of chill firing up enemies. The hosts also break down the awkward and brutal rejection of Cam (twice) by the remaining players, the emotional impact of Henry's ruthlessness, and the fallout from the banishments of Cosima and Henry, both triggered by naming power players and alliance dynamics rather than solid evidence. Main discussion threads include Kirby's mindset after surviving repeated targeting, the rising player revolt against Dicko's open gang tactics, complicated feuds among the faithfuls, and whether traitors are about to start turning against each other too soon. Side conversations showcase lighter moments, ike the chaos around Gamble's vote spelling, and the strategic debates about when to stay loyal, when to pile on, and who's got the best cover to get further in the game. Highlights from the podcast include: The group's open rejection of Cam and the rare on-screen decision to refuse a player twice Henry's risky strategy naming three suspects and the twins' fierce reaction to being accused Dicko's bold, unapologetic alliance-building, drawing both admiration and ire The twins' and LSD's struggle to keep their bloc secret, leading to fractures and new counter-alliances The shifting targets as Rachael is isolated, internal alliances turn, and the faithfuls look to break LSD's control With big personalities clashing and gameplay moving at a fast pace, alliances crack open and nobody's path to the end feels safe. Does Kirby's survivor paranoia help or hurt her? Will Dicko's group finally face serious blowback, and can anyone manage the growing chaos among the faithfuls? Catch all the detailed strategy and top moments from Traitors AU episodes 3 and 4. Listen now to get ahead of the next big moves. 00:00 Kirby Comeback, Emotions Run High05:23 Cam's Rejection Sparks Debate11:17 Henry Targets Twins and Kirby16:04 Triple Accusations Backfire on Henry22:14 Dicko's Gang Exposed Publicly26:32 LSD Alliance Faces Mutiny29:00 Rachael Isolated, Becomes Next Target34:05 Cosima's Slip Leads to Banishment38:27 Kirby Distrusts Alex's Moves42:53 AJ Plays Both Sides48:14 Kirby Weighs Traitor Betrayal52:16 Endgame Picks and Predictions 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

In 2023, Edmonton Police expanded online reporting to include hate incidents—conduct that is not a crime—and allowed reports to be filed on behalf of someone else. In 2024, Crime Stoppers, EPS and the Government of Alberta launched buses displaying: "See hate. Report hate." In 2026, Parliament passed Bill C-9 with Liberal and Bloc support despite opposition from the Conservatives, NDP, Greens and more than 40 civil society organizations, including the CBA, CCLA, CLC and Egale.Britain adopted a similar system in 2014. Since then, police have recorded 133,000+ non-crime hate incidents. In 2023, 37 police forces made 12,183 arrests over electronic communications, with fewer than 1,119 convictions. In 2021, the Court of Appeal ruled the recording guidance had a chilling effect on free expression.**This episode examines that history, explains what Bill C-9 actually changed, corrects two claims circulating online that describe the bill as introduced rather than as passed, and explains why I believe these developments matter. Every source is below.**CHAPTERS0:00 The reel & why I wasn't shocked2:15 A web form for things that aren't crimes4:15 "On behalf of someone else"6:00 The buses said it out loud6:45 Britain has done this for ten years8:00 The court case Canada ignored11:30 What C-9 did—and didn't do14:00 Liberals, the Bloc & everyone else16:00 How this became normal19:00 Two things you can do this week☕ Buy Me a Coffee(https://buymeacoffee.com/kelsisheren)

The big things you need to know:First, takeaways from last week's meetings with Australia-based investors, in which our conversations focused on inflation / interest rates / the Fed, the US midterm elections, and the rotation trade.Second, key big-picture themes in last week's S&P 500 earnings calls included a cautiously optimistic tone among companies, consumer descriptions that seemed a little more complicated than usual, a renewed conversation on Iran war impacts, heightened attention to inflation pressures, and increasingly specific commentary from non-Tech companies about AI impacts.Third, other things that jump out in our weekly updates include the recent spike in gold prices (which has occurred alongside a drop in presidential approval), recent improvements in the 2Q26 S&P 500 EPS growth rate (which now appears to be the peak), and recent developments in sector funds flows (where Consumer flows have turned positive and Tech flows have stayed positive, among other trends).

A bit of a wild situation in Alberta, as Premier Danielle Smith and her Public Safety Minister Mike Ellis clap back at an Edmonton Police campaign encouraging citizens to report hate speech and hate crimes. "We believe law enforcement should...not police opinions or 'hurt feelings,'" tweeted Minister Ellis in response to the EPS initiative. Meantime, StatsCan says hate crimes are up in Alberta year-over-year, and have doubled across Canada since 2018. In our feature interview presented by Mercedes-Benz Edmonton West, we check in with Nina Saini and Sunny Johal from StopHateAB (6:00) for an important conversation about the difference between freedom of expression and hate speech, and the reality of hate crimes in our own backyard. THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY. CHECK OUT THEIR NEWEST RELEASE - DANNY R, A SMOOTH, READY TO DRINK BLOOD ORANGE WHISKY COCKTAIL WITH A DISTINCTIVE HANSEN TWIST. PROCEEDS BENEFIT MEN'S MENTAL HEALTH. LEARN MORE: https://hansendistillery.com/ MBEW: https://www.mercedes-benz-edmontonwest.ca/ STOP HATE ALBERTA: https://stophateab.ca/ 35:00 | Real Talkers have their say on the difference between "free speech" and hate speech, and Danielle Smith's interference in the EPS anti-hate campaign. Real Talk's Live Chat is powered by Park Power.  SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 1:04:45 | This is your sign to bring your dog to Jasper! Jespo shares a few favourite dog-related Jasper memories through the years and we present some of the best dog-friendly activities in Jasper National Park. #MyJasper Memories is presented by our friends at Tourism Jasper.  BOOK YOUR NEXT JASPER ADVENTURE: https://www.jasper.travel/ 1:11:00 | Real Talkers have more to say about hate speech, hate crimes, and targeted groups across Canada. A clear message emerges aimed at the Christian community. Thoughts? EMAIL THE SHOW: talk@ryanjespersen.com  1:41:20 | Did we mention Real Talk was just listed as Canada's seventh-best political podcast? We take a look at what another top podcaster (who happens to be Stephen Harper's former comms director) is saying about Conservative leader Pierre Poilievre.  REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

Today's guest is an artist most people meet through the bit: the deadpan internet, the cowboy suit, the one-sided war he's been waging with Harry Styles for a year that Harry Styles knows nothing about. So this is the other version of him. A kid in Pittsburgh with a borrowed mic and beats ripped off YouTube, broke and failing out of school, who gets a message that Mac Miller loves a song off his first EP — and uses those three days in LA to convince his parents to let him drop out. It's also one of the more honest conversations we've had about what the industry's upgrades actually cost you. Not the version where getting signed is the happy ending — the version where the nice studio, the engineer recording your vocals, and the A&R in your ear slowly make music that isn't yours. Chuck Timely & The Hourglass is what's on the other side of that: a record about time, made by someone who spent years trying to get his own back. And the only person who ever told him not to make it was his mother.And The Writer Is... Role Model!A special thank you to our sponsors for making these conversations possible.Our lead sponsor, NMPA — the National Music Publishers' Association. Your support means the world to us. And @splice — the best sample library on the market. Period.They are also maybe the only ethical ai-integrated sample library and they pay creators for using their work in the new Variations update and beyond. Chapters0:00 Intro2:00 The year-long war with Harry Styles that Harry Styles knows nothing about2:41 Mac Miller and Odd Future on Vine are why he finally said yes to TikTok3:33 The message about "Stolen Car" that came while he was failing out of school15:01 "Did you scrub the internet?" — "Yes. Because I was embarrassed."16:13 "I was trying to impress a label. I just made shitty music."24:16 A 16-year-old in Portland, Maine, and an EP made entirely over email25:44 The labels start calling: "I was a sitting duck"27:01 The studio trap — how nice rooms take the music out of your hands28:01 The two EPs he's blocked out: "I don't remember making that music"28:54 Why he won't pitch songs to other artists31:06 The 80s synth album they made for two months and scrapped34:33 The two rules: no synths, no drum machines35:06 His mom: "There's country in it? Your fans are gonna hate that."37:39 "Sally," written in the 30 minutes a session ran short42:09 "But who is Chuck?" — inventing Chuck Timely47:12 Ross defines a good song: "This will piss off a lot of people"53:10 What he'd say to Mac Miller54:44 "Look at That Woman" started as a joke — and why the loose ones win56:27 The permission Kansas Anymore gave other songwritersCredits: Hosted by Ross Golan Produced by Joe London & Jad Saad Hosted on Acast. See acast.com/privacy for more information.

Master shaper, Coronado native, and lifelong surfer, Dan Mann, joins Dave Prodan on The Lineup to pull back the curtain on a career that has taken him from shaping his first boards in the 1990s to working alongside Kelly Slater, Firewire and Slater Designs on some of the most refined high-performance surfboards in the world. Dan Mann has spent nearly three decades chasing the perfect surfboard, and breaks down his path into shaping, the influence of legendary San Diego shapers, like Rusty and Xanadu, the evolution from hand shaping to CNC technology, and why consistency and engineering have become such important tools in modern surfboard design. He also goes deep on his decade-long relationship with Kelly Slater, including the development of models like the FRK, S-Boss and other Slater Designs boards. Mann also takes Dave behind the scenes of Stab in the Dark X, where he built a board for Kelly Slater under intense time pressure, and discusses the aftermath of seeing his work and personality portrayed in the series. He reflects on the follow-up Ethan Ewing edition, where his board earned major praise and helped showcase the depth of his shaping philosophy. The conversation gets deep into the details of surfboard design, from PU vs. EPS and Firewire construction technologies to twins, quads, rocker, bottom contours and fin placement. Dan talks about his current Mannkine and Firewire projects, the possibility of helping develop the next generation of CT surfers, and how “not thinking as much” is his next state of happiness. Follow Dan Mann here. Check out his latest Mannkine shapes on Firewire here. And shop the latest Outerknown merch here! Stay tuned to the Outerknown Tahiti Pro Presented by I-SEA, Aug 8-18. Stay up to date with the rankings. Get the latest merch at the WSL Store! Join the conversation by following The Lineup podcast with Dave Prodan on Instagram and subscribing to our YouTube channel. Get the latest WSL rankings, news, and event info. Learn more about your ad choices. Visit megaphone.fm/adchoices

Three of the biggest names in games reported inside a single week and the headline numbers pointed three different directions. Nintendo's profit nearly doubled. Roblox missed on revenue while its player count rose. Take-Two was hours from reporting a loss.Underneath all of it sat the same question, and it's the one worth asking about your own game: is the pool of players getting bigger, or are you just getting better at extracting from the pool you already have?Greg Posner and Colan Neese are joined by Simeon McMillan, founder of the media and tech stocks newsletter Accrued Interest, who came up through TV, radio and cable ad sales before he started writing about the companies. Plus the debut of Bull or Bear, where we assign the side and make you argue it whether you believe it or not.In this episode00:00 Cold open and intros03:05 Rockstar announces a trailer, and premieres it on Netflix09:27 Greg thinks it's a stunt. Colan doesn't.12:26 The black hole: why games launching before GTA are already losing share14:51 Bull or Bear, round one: can GTA 6 hit investor expectations?18:35 13% attention share against a 2% field22:16 How to actually read an earnings call, and why EPS is the wrong line27:51 Nintendo: profit doubled, forecast unchanged, and the tariff asterisk29:05 The number nobody leads with: 130 million players, flat for three years37:02 Ocarina of Time, the Zelda film, and Nintendo's two-ponds problem43:22 How Switch became the value machine by standing still49:13 Bull or Bear, round two: has Switch 2 already proven itself?52:35 House notes53:42 Roblox: what trust and safety actually costs a platform55:11 Trapped in kid land, and the ad ceiling Roblox can't move01:00:50 Where to find everyoneNumbers worth keepingGTA 6 at roughly 13% demand share against a field where most fall titles sit near 2%. Nintendo's total player relationships flat near 130 million for about three years. Roblox averaging around a minute and a half per experience.Demand-share figures are Colan's own MindGame data at Screen Engine/ASI.GuestsSimeon McMillan writes Accrued Interest at accruedint.com, also on Substack.Colan Neese is SVP of Gaming at Screen Engine/ASI and writes Patch Notes on LinkedIn and Substack.Correction: Greg refers to Roblox reporting "yesterday." Roblox reported its Q2 2026 results on July 30, a week before this conversation.Player Driven Live runs every Thursday. Get the week's argument in The Operator's Briefing at playerdriven.io/level-up, or argue it out with us in Discord.

It's been a summer of extremes, and this week's Must Read Research highlights four themes shaping markets across regions and asset classes. Candace Browning, Head of Global Research at BofA Securities, reviews a powerful earnings season that continues to deliver broad-based EPS growth, even as investors become increasingly difficult to impress. The episode also examines mounting risks in European energy markets amid record temperatures and tightening gas inventories, the accelerating AI investment cycle driving memory demand following SK Hynix's landmark U.S. listing, and a potentially significant reshuffling of MSCI emerging-market indexes that could redirect billions of dollars in investor flows. Together, these developments offer a timely look at the forces influencing corporate profitability, energy security, AI infrastructure spending, and global capital allocation.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.

Four companies reported. Three of them are paying more to grow.UPS did $22.8 billion in the second quarter, up 7.6%, raised full-year guidance, and watched the stock fall 6%. The model right now is charging more for fewer packages, and domestic operating profit took transformation charges on the way through.PayPal put up $8.68 billion, up 5%. Volume keeps climbing. Take rate and operating margin keep sliding. Buybacks are doing the work of holding EPS flat.Amazon hit a record $200.6 billion quarter with strong AWS growth, though part of the earnings line came from a paper remeasurement on its Anthropic stake rather than from operations. Capex is going up again, and it is going into AI capacity.Shopify grew 34% to $3.58 billion and spent much of the call on AI. Management says AI-driven orders tripled year over year. Management did not say what that is worth in dollars.The Watson Weekly is sponsored by Avalara. Learn more at avalara.watsonweekly.comThen the Investor Minute: Poshmark, Procter & Gamble buying Thorne, Domo going to Progress Software, Calilmacus, and King Kullen finding a buyer on Long Island.#watsonweekly #paypal #ups #shopify #amazon

Patrick Moorhead and Daniel Newman cover Tesla and SpaceX's $16.8 billion TerraFab chip factory, Samsung's zHBM debut at FMS 2026, a week of frontier model launches, and a simulated debate for "The Flip" over whether custom silicon will capture the majority of AI workload dollars by 2028. The episode closes with earnings from SpaceX, Palantir, AMD, Astera Labs, IonQ, and Lattice Semiconductor. The handpicked topics for this week are: 1. TerraFab Breaks Ground in Grimes County, Texas: Moorhead and Newman dig into Tesla and SpaceX's approved $16.8 billion TerraFab chip factory near Texas A&M, where Intel is confirmed as a digital foundry partner despite minimal SEC disclosure so far. Moorhead raises the open question of who handles the analog side of production that Intel doesn't cover, and Newman points to Musk's track record of hitting ambitious goals years behind his original stated timelines. Both hosts frame the investment as a genuine step toward expanding domestic chip manufacturing. (The Decode) 2. Samsung's zHBM Headlines a Blockbuster Memory Show at FMS 2026: The hosts cover the Future of Memory and Storage show in Santa Clara, where Samsung's BVNAND and zHBM concepts headlined alongside new announcements from Kioxia, SanDisk, and SK Group's high-bandwidth flash spec through OCP. Pat traces the industry's swing from oversupply and negative margins to today's memory shortage, driven by AI demand that has grown 5-10x faster than expected. Daniel adds that stacking memory directly on the accelerator, as zHBM proposes still needs to solve for the physical constraints of heat before it becomes production-ready. (The Decode) 3. Three Frontier Model Launches Land in a Single Week: Alibaba shipped Qwen 3.8 Max, DeepSeek released V4 Flash at 14 cents per million tokens, and Meta debuted its first coding agent, prompting a discussion on how fast the frontier is moving. Newman argues every company will need a new benchmark built around operational workloads and real-world token efficiency. He points out that Chinese model usage and frontier lab revenue are both climbing simultaneously, and makes the case that healthy frontier labs are essential to funding the open source models built in their wake. (The Decode) 4. Anthropic and AMD Both Make Moves on Custom Silicon: Anthropic confirmed it's developing custom AI chips, reportedly with Samsung and reportedly Broadcom. AMD announced its acquisition of Taalas, a company that etches model weights directly into silicon for major inference speed gains. Patrick traces his own multi-year prediction that heterogeneous computing would become standard, pointing to Google's TPU program as proof it can work at scale. Daniel frames both moves as evidence that AI companies are racing to control total cost of ownership (TCO) as memory and compute costs keep climbing. (The Decode) 5. The Flip: Will Custom Silicon Capture the Majority of AI Workload Dollars by 2028? Patrick argues every frontier lab is now pursuing vertical integration, citing Anthropic's new chip program, AMD's acquisition of Taalas, and NVIDIA's $20 billion license of Grok's inference technology as evidence the shift toward specialized silicon has become a step function. Daniel counters that every lab building custom silicon is simultaneously signing record contracts with NVIDIA and AMD, arguing that compute itself functions as the real moat regardless of chip architecture. (The Flip) 6. SpaceX Posts 92% Growth in Its First Public Earnings Report: SpaceX's debut public earnings showed 92% growth, narrowing losses, and rapidly expanding AI compute revenue layered on top of its launch and satellite businesses. Daniel flags new AI deals with Google and Anthropic as driving much of that growth, while Pat highlights that the company's stated $100 billion run rate target depends heavily on December performance and questions how soon TerraFab related capex will hit the income statement. (Bulls and Bears) 7. Palantir Delivers Its Fastest Revenue Growth in Company History: Palantir posted 93% year-over-year growth and record commercial revenue, with CEO Alex Karp highlighting that no company at Palantir's scale has grown this fast before. Patrick points to the company's sovereign AI positioning as being well-timed given growing enterprise distrust of frontier model providers, and Daniel adds that 150% commercial growth is far outpacing other enterprise software peers. (Bulls and Bears) 8. AMD Posts Record Growth as Investors Expect Even More: AMD delivered record revenue and growth. Investors had priced in results closer to NVIDIA's historic beats, and capex nearly quadrupled without much detail on where the spending is going. Moorhead traces the increase to AMD building out Helios rack-scale systems ahead of shipping, and both hosts note the timing of Elon Musk's public NVIDIA endorsement landed awkwardly on AMD's earnings day. (Bulls and Bears) 9. Astera Labs Beats on Revenue and EPS as the Market Shrugs: Astera Labs beat on both top line and EPS, posting record growth off a still small base. Pat points out new CXL innovations unveiled at FMS as evidence of the company's position building connectivity infrastructure alongside Broadcom and Marvell. (Bulls and Bears) 10. IonQ Raises Guidance and Closes Its $1.8 Billion Skywater Acquisition: IonQ raised its FY26 guidance from $280 to $290 million and closed its Skywater acquisition, positioning the company as a vertically integrated quantum player across networking, sensing, and compute. Daniel notes IonQ is approaching a billion dollar annual run rate once Skywater is included, and highlights a new Anduril partnership as a notable expansion into defense. Patrick adds nuance to the "only quantum pure play with foundry assets" framing, noting other quantum companies maintain foundry relationships of their own. (Bulls and Bears) 11. Lattice Semiconductor Beats Across Revenue, EPS, and Guidance: Lattice beat on revenue, EPS, and guidance, growing 62% and closing its $1.65 billion AMI acquisition. Newman points to the company's data center AI segment growing 83% as FPGA content keeps expanding inside rack scale systems, and both hosts frame Lattice as approaching a billion dollars in annual revenue. (Bulls and 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 TerraFab Breaks Ground in Grimes County, Texas https://techcrunch.com/2026/08/06/tesla-and-spacex-willinvest-16-8b-to-start-building-terafab-chip-factory-intexas/ FMS 2026 in Santa Clara https://news.samsung.com/global/samsung-unveils-next-gen-3d-memory-vision-at-fms-2026-charting-the-future-of-ai-infrastructure The Frontier-Model Compression Week https://www.reuters.com/business/retail-consumer/alibaba-unveils-its-most-capable-ai-model-date-not-far-behind-moonshots-size-2026-08-03/ https://huggingface.co/blog/ResterChed/deepseek-v4-flash-official-release https://www.reuters.com/technology/meta-launches-new-ai-coding-tool-powered-by-muse-spark-12-2026-08-05/ The Heterogeneous-Compute Week https://www.reuters.com/business/anthropic-build-in-house-chip-design-team-claude-hire-engineers-2026-08-05/ https://ir.amd.com/news-events/pressreleases/detail/1296/amd-acquires-taalas-to-advance-compute-solutions-for-rapidly-growing-ai-inference-market The Flip Will Custom Silicon Capture the Majority of AI Workload Dollars by 2028? FOR: https://www.reuters.com/business/anthropic-build-in-house-chip-design-team-claude-hire-engineers-2026-08-05/ AGAINST: https://ir.amd.com/news-events/pressreleases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amdinstinct-mi450-series-gpus Bulls and Bears SpaceX Q2 2026 Earnings https://www.cnbc.com/2026/08/04/spacex-spcx-earningslive-updates-q2-2026.html Palantir Q2 2026 Earnings https://www.businesswire.com/news/home/20260802523449/en/Palantir-Reports-Q2-2026-U.S.-Comm-Revenue-Growth-of-149-YY-and-Revenue-Growth-of-93-YY-Raises-FY-2026-Revenue-Guidance-to-82-YY-Growth-and-U.S.-Comm-Revenue-Guidance-to-134-YY-Crushing-Consensus-Expectations AMD Q2 2026 Earnings https://www.cnbc.com/2026/08/04/amd-earnings-report-q2-2026.html Astera Labs Q2 2026 Earnings https://finance.yahoo.com/technology/articles/astera-labsreports-second-quarter-200500111.html IonQ Q2 2026 Earnings https://www.ionq.com/news/ionq-announces-record-second-quarter-2026-revenues-growing-287-yoy Lattice Semiconductor Q2 2026 Earnings https://www.investing.com/news/company-news/lattice-q2-2026-slides-record-revenue-ami-deal-drive-growth-93CH-4836197  

SanDisk (SNDK) fell from $2,000 to $1,200 as memory stocks sold off hard — but is the panic justified? In this episode, Chip Stock Investor breaks down what the fundamentals actually say before you react to the crash.We cover SanDisk's Q1 fiscal 2027 guidance — still 300–400% year-over-year revenue growth, but decelerating — the guide to roughly $45 in adjusted EPS, and why a debt-free balance sheet plus $4.5 billion in buybacks points to a healthy pivot toward shareholder returns. Then we dig into the technology roadmap: High Bandwidth Flash (HBF) and the new SanDisk/SK hynix spec for Google and Tenstorrent. We also unpack SanDisk's equity investment in Nanya Technology and the strategy behind bringing DRAM supply in-house, away from NAND competitors.Finally, we get into the real reasons memory stocks are crashing — institutional rebalancing, leveraged unwinds, the semiconductor cycle, and rising competition from Yangtze Memory and Solidigm — and whether SNDK is a falling knife or a long-term opportunity.Semi Insider members get access to CSI's research platform and tools plus deeper research as it happens. Join at chipstockinvestor.comContent in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.CSI owns shares of Sandisk

On this episode of the Best of Bias Podcast Lydell Dinero discusses sports and pop culture topics from the past couple weeks. Tune in as he talks: Fantasy Football Strategies, WNBA's Expansion, Spiderman: Brand New Day's Box office success, Apple TV+ shows, House of the Dragons & X Men 97 newest Eps, The Challenge Season 42: Cutthroat and much more.

A shocking eviction rocks the house as the 4th houseguest is sent packing. Send us an email at tallythefeedback@yahoo.com. Listen to “Big Brother 28: Eps 13-15” on Spreaker.

＜ヘッドライン＞トランプ米大統領「ホルムズ海峡の即時かつ完全な開放とイランの核脅威の終結を条件として攻撃を中止する」　一部メディア「イラン政府がホルムズ海峡に新たな航路をつくる隣国オマーンとの協議で原則合意」 イラン外務省報道官「オマーンとの協議の進展は必ずしも米国が求める海峡開放につながらない」／片山財務相「米財務省と協調して円買い介入を実施した」「最近見られた円の過度な変動や無秩序な動きに対処した」　ベッセント米財務長官「多くのアジア通貨が円と連動している。90年代のアジア通貨危機は大幅な円安が引き金となった」／政府、食料品の消費税率を27年4月から2年間に1％に限り1%に引き下げる方針を閣議決定　中低所得者への1%分の給付を組み合わせ税率を「実質ゼロ」に　外為特会の余剰金を活用する案が浮上するも財源確保のメド立たず／韓国・台湾の26年上半期の輸出額が初めて日本を上回る　日本3844億ドルに対しAI向け半導体特需受け韓国4963億ドル・台湾4166億ドルと急伸　日本の強み、半導体関連の素材・製造装置に限られ最終製品供給で後手／日米企業・秋田県・秋田市、秋田市内に日本最大級のAI向けデータセンターを建設　UAEなど出資の方向で協議、整備費2兆円規模の見通し　政府、データセンターを成長戦略17分野のひとつに位置づけ地方への分散立地を推進／米企業26年4〜6月期決算、全社を集計したEPSが前年同期比5割増え5年ぶり好決算の見通し　AIで好況のテック企業・中東情勢の緊迫化による原油高の恩恵受けたエネルギー企業の好調目立つ／米民間セキュリティー企業「中国製の無線ルーターの 制御ソフトに外部から遠隔操作を可能にする『バックドア』が組み込まれている」　製造元の中国企業Zbtlink「顧客から明示的な要請と承認があった場合に機器の不具合対応や設定支援を行うためのものだ」「不正アクセスに使用されたことは一度もない」 ＜ポイント＞　（１） 15年ぶりの日米協調介入をこう見る（２） 今週のマーケット（３） イラン情勢について ＜ここ／これを見てきた＞サービスビデオ

MAFS 20 Eps 10-12 Recap: A Perfect Match Podcast Watch the podcast on YouTube! MAFS fans, dive into Season 20 episodes 10 through 12 with hosts Aysha Welch and Jason Reed as they unravel the highs and lows of every couple's journey. This week, the podcasters spotlight a batch of revealing moments, unexpected honesty, and tough group confrontations, all set against the backdrop of an ever-shrinking decision-day countdown. Tensions rise, secrets unravel, and a group dinner puts everyone's relationship—and communication skills—to the test. Aysha and Jason break down the couples' heartfelt talks and setbacks, from Adam and Marissa's battle over pickleball priorities to Nikki and Sean's clashing intimacy expectations. Tori's friends challenge Felipe's honesty about past cheating, while Courtney and Nick navigate silent dinners and questions of emotional depth. The group therapy scene gets personal, and each pair faces the reality of how well—or poorly—they're connecting. As moving day and house tours bring more honest opinions to light, the struggle between performance and authentic connection plays out in real time. Key highlights from their discussion include: Adam's relentless focus on pickleball and fitness, Marissa facing “the ick,” and the dilemma of fitting into each other's lives Nikki and Sean's awkward conversations about intimacy, wifely duties, and what true connection really looks like Felipe admitting he misses single life and testing Tori's patience with his views on monogamy and commitment Courtney's sharp reactions at her birthday party, her ongoing frustration with Nick's depth, and the fallout from cross-couple interventions The steady progress of Cameron and Michelle, who bring sincerity, support, and a rare glimpse of hope to the group With commitment wavering for many, will honest conversations finally force decisions, or are some couples just trying to make it until the finish line? Which partnerships can survive the intensity, and where does self-sabotage take root? Listen now for honest analysis, sharp observations, and the latest relationship ratings from one of reality TV's wildest social experiments. Married at First Sight is a reality show where professional matchmakers help individuals find their perfect match. The catch? They don't see their forever-and-always until they walk down the aisle and say “I do!” Would you get married without ever laying eyes on your partner? Do you think these marriages will last? Catch up with us on Twitter and let us know how you liked this podcast (@RobHasAPodcast)! Chapters: 00:00 Perfect Match Podcast Pact 06:10 Felipe's Honesty Bomb at Dinner 17:03 Marissa Gets the Pickleball Ick 31:04 Adam Compares Marissa to Ex 42:42 Nikki and Sean's Intimacy Clash 58:47 Nikki Calls Out Sean's Pressure 01:11:18 Felipe Questions Monogamy Commitment 01:27:35 Tori Hits Breaking Point 01:35:39 Courtney and Devin's Birthday Showdown 01:42:38 Courtney Demands Emotional Challenge 01:54:59 Mecca Confronts Paul on Therapy 02:04:13 Cameron and Michelle's Relationship High LISTEN: Subscribe to the Perfect Match RHAPUp podcast feed by visiting https://robhasawebsite.com/feed/mafs WATCH: Watch and subscribe to the podcast on YouTube SUPPORT: Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Previously on the Love at First Sight Feed: Love at First Sight Recap Archives

Traitors AU Season 3 Eps 1+2 Exit Interviews Watch the podcast on YouTube! Traitors Australia Season 3 kicks off with dramatic first exits, and the We Know Traitors podcast brings you exclusive exit interviews with the season's first banished contestant, Shane Gould, and the first murder victim, Kween Kong. Hosts Pooya, The Duke of Deception, and Annabel guide the conversation, delving into the decisions, dilemmas, and strategies that ended two games all too soon. Shane Gould opens up about the pressure of making a random swap decision in the premiere's twist, her struggle with instant alliances, and why the rapid pace of Traitors felt so different from her Survivor experience. She shares the challenges of forming new relationships versus relying on old affiliations and how a roundtable blindside caught her entirely off guard. Kween Kong joins Annabel for a candid discussion about the social whirlwind inside the mansion. She reveals how sharp instincts and supersonic hearing helped her spot traitors—sometimes just by the sound of jacket rustling. Kween Kong walks listeners through her reads, her regrets about the alliances she didn't make, and the social politics that come with being both fabulous and a threat from day one. Key moments discussed: Shane's internal battle over the fairness of the opening swap, and how she tried to remove bias from her decision Reflections on the fast social game of Traitors and lessons learned from Survivor How Kween Kong used nonverbal cues, like a player's blush, to sniff out traitors Dicko's “LSD alliance” and the immediate formation of quirky social groups The role of fashion and first impressions in Kween Kong's gameplay and early targeting How do players balance big personalities, loyalty, and snap moral decisions in a game built on suspicion? Explore the stories behind the season's first departures with insight straight from the players themselves. Listen for firsthand accounts of strategy, social tension, and the fast-moving fallout from Traitors Australia's opening episodes. How is your favourite faithful doing? Or do you cheer for the traitors? Let us know by tagging us on Twitter @RobHasAPodcast Chapters: 00:00 Shane Gould Banishment Reflections 06:10 Kween Kong's Early Exit Strategy 09:22 Kween Kong Outs Kirby as Traitor 11:04 Dicko's LSD Alliance Emerges 12:59 Kween Kong's Trusted Allies Revealed 14:28 Kween Kong's Picks to Win 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!

MAFS 20 Eps 10-12 Recap: A Perfect Match Podcast MAFS fans, dive into Season 20 episodes 10 through 12 with hosts Aysha Welch and Jason Reed as they unravel the highs and lows of every couple's journey. This week, the podcasters spotlight a batch of revealing moments, unexpected honesty, and tough group confrontations, all set against the backdrop of an ever-shrinking decision-day countdown. Tensions rise, secrets unravel, and a group dinner puts everyone's relationship—and communication skills—to the test. Aysha and Jason break down the couples' heartfelt talks and setbacks, from Adam and Marissa's battle over pickleball priorities to Nikki and Sean's clashing intimacy expectations. Tori's friends challenge Felipe's honesty about past cheating, while Courtney and Nick navigate silent dinners and questions of emotional depth. The group therapy scene gets personal, and each pair faces the reality of how well—or poorly—they're connecting. As moving day and house tours bring more honest opinions to light, the struggle between performance and authentic connection plays out in real time. Key highlights from their discussion include: Adam's relentless focus on pickleball and fitness, Marissa facing “the ick,” and the dilemma of fitting into each other's lives Nikki and Sean's awkward conversations about intimacy, wifely duties, and what true connection really looks like Felipe admitting he misses single life and testing Tori's patience with his views on monogamy and commitment Courtney's sharp reactions at her birthday party, her ongoing frustration with Nick's depth, and the fallout from cross-couple interventions The steady progress of Cameron and Michelle, who bring sincerity, support, and a rare glimpse of hope to the group With commitment wavering for many, will honest conversations finally force decisions, or are some couples just trying to make it until the finish line? Which partnerships can survive the intensity, and where does self-sabotage take root? Listen now for honest analysis, sharp observations, and the latest relationship ratings from one of reality TV's wildest social experiments. Married at First Sight is a reality show where professional matchmakers help individuals find their perfect match. The catch? They don't see their forever-and-always until they walk down the aisle and say “I do!” Would you get married without ever laying eyes on your partner? Do you think these marriages will last? Catch up with us on Twitter and let us know how you liked this podcast (@RobHasAPodcast)! Chapters:00:00 Perfect Match Podcast Pact06:10 Felipe's Honesty Bomb at Dinner17:03 Marissa Gets the Pickleball Ick31:04 Adam Compares Marissa to Ex42:42 Nikki and Sean's Intimacy Clash58:47 Nikki Calls Out Sean's Pressure01:11:18 Felipe Questions Monogamy Commitment01:27:35 Tori Hits Breaking Point01:35:39 Courtney and Devin's Birthday Showdown01:42:38 Courtney Demands Emotional Challenge01:54:59 Mecca Confronts Paul on Therapy02:04:13 Cameron and Michelle's Relationship High Married at First Sight is a reality show where professional matchmakers help individuals find their perfect match. The catch? They don't see their forever-and-always until they walk down the aisle and say “I do!” Would you get married without ever laying eyes on your partner? Do you think these marriages will last? Catch up with us on Twitter and let us know how you liked this podcast (@RobHasAPodcast)! Previously on the Love at First Sight Feed:Love at First Sight Recap Archives LISTEN: Subscribe to the Perfect Match RHAPUp podcast feed by visiting https://robhasawebsite.com/feed/mafsWATCH: Watch and subscribe to the podcast on YouTubeSUPPORT: Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks! Learn more about your ad choices. Visit megaphone.fm/adchoices

Traitors AU Season 3 Eps 1+2 Exit Interviews Watch the podcast on YouTube! Traitors Australia Season 3 kicks off with dramatic first exits, and the We Know Traitors podcast brings you exclusive exit interviews with the season's first banished contestant, Shane Gould, and the first murder victim, Kween Kong. Hosts Pooya, The Duke of Deception, and Annabel guide the conversation, delving into the decisions, dilemmas, and strategies that ended two games all too soon. Shane Gould opens up about the pressure of making a random swap decision in the premiere's twist, her struggle with instant alliances, and why the rapid pace of Traitors felt so different from her Survivor experience. She shares the challenges of forming new relationships versus relying on old affiliations and how a roundtable blindside caught her entirely off guard. Kween Kong joins Annabel for a candid discussion about the social whirlwind inside the mansion. She reveals how sharp instincts and supersonic hearing helped her spot traitors—sometimes just by the sound of jacket rustling. Kween Kong walks listeners through her reads, her regrets about the alliances she didn't make, and the social politics that come with being both fabulous and a threat from day one. Key moments discussed: Shane's internal battle over the fairness of the opening swap, and how she tried to remove bias from her decision Reflections on the fast social game of Traitors and lessons learned from Survivor How Kween Kong used nonverbal cues, like a player's blush, to sniff out traitors Dicko's “LSD alliance” and the immediate formation of quirky social groups The role of fashion and first impressions in Kween Kong's gameplay and early targeting How do players balance big personalities, loyalty, and snap moral decisions in a game built on suspicion? Explore the stories behind the season's first departures with insight straight from the players themselves. Listen for firsthand accounts of strategy, social tension, and the fast-moving fallout from Traitors Australia's opening episodes. How is your favourite faithful doing? Or do you cheer for the traitors? Let us know by tagging us on Twitter @RobHasAPodcast Chapters:00:00 Shane Gould Banishment Reflections06:10 Kween Kong's Early Exit Strategy09:22 Kween Kong Outs Kirby as Traitor11:04 Dicko's LSD Alliance Emerges12:59 Kween Kong's Trusted Allies Revealed14:28 Kween Kong's Picks to Win 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

Sarah and Mary RIP into MAFS Season 20 Eps 6 and 7: bedroom regrets, bold accusations, expert interventions, group dinners - and more. Join us on Patreon for more of the inner sanctum with Sarah and Mary: More thoughts on MAFS Season 20 Eps 6 and 7.   Subscribe, Follow, Like, and Review, Wherever you get your podcasts. Follow us on Twitter, Instagram, & Facebook.   Get RUMP Merch here: https://areyoumypodcast.bigcartel.com/   Visit hero.co and use code MYPODCAST for 10% off your order. Visit Jonesroadbeauty.com and use code MYPODCAST to receive a free full size mascara with your first purchase. Visit huel.com/mypodcast and use code MYPODCAST for 15% off.   sarahcolonna.commaryradzinski.com      Sarah's merchMary's merch   © 2020-2022 Are You My Podcast?

On Wednesday, August 5, Brian Szytel recaps a mixed market day: the Dow rose 263 points while the S&P fell 12 and the Nasdaq dropped about 0.8%, with financials, healthcare, and staples leading as tech lagged after the prior day's momentum rally. He says markets are increasingly desensitized to the war and are more supported by fundamentals, highlighting Q2 earnings where 61% of companies have reported, 86% beat EPS (highest in five years), and 77% beat revenue. Economic data included a weaker ADP private payrolls print (44k vs. 75k consensus) and ISM services roughly in line at 54.1. He answers a question on why the Fed doesn't let rates float, outlining the Fed's evolution from lender of last resort to open market operations, yield curve control, and rate targeting, arguing reserve-currency status and global interconnectedness make free-floating impractical now. 00:00 Market Recap Mixed Session 00:53 Hormuz Headlines vs Fundamentals 01:56 Q2 Earnings Strength 03:14 Today's Economic Data 03:52 Should Rates Float Freely 04:20 Fed History and Evolution 05:41 Reserve Currency Reality 06:24 Wrap Up and Tomorrow Preview Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

– OOFAH – Microsoft, Apple and Amazon earnings and stock moves. – Hackathon disguised. – KOSPI wild ride wrecks portfolios. – Oil moved up on War – now no War again… 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? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Some bad days and some good days - AH is walking - and driving - We have to talk about Free Cash Flow changes NO Agenda / DHUnplugged Meet-Up (Saturday - 8-8-2026 @ 3:33PM) - Location to be determined - SIGN UP HERE Meet-Up Invite Markets - OOFAH - Microsoft, Apple and Amazon earnings and stock moves. - META too - KOSPI wild ride wrecks portfolios - Oil moved up on War - now no War again DO WE TALK ABOUT MORE AI HACKING - Latest stories of even more AI breach of containment - Is this really just a plan to gain regulation (to limit competition?) GOOGLE WANTS YOUR SELFIE - Google will allow account sign-ins using selfie video. - The feature adds another way to verify identity. - It could reduce dependence on passwords and recovery codes. - The tradeoff is greater use of facial data. - Privacy, storage and security questions will follow. SPACEX SHORT SELLERS CASH IN - Short sellers reportedly earned $15.5 billion as SpaceX shares fell. - The move rewarded investors betting against the company's valuation. - It shows how quickly enthusiasm can reverse at extreme prices. - SpaceX still has strong growth stories in launches and satellites. - The debate is whether too much future success was already priced in. --- Price hit $108 today before bouncing - major rug pull CATHIE WOOD DOUBLES DOWN ON SPACEX - Cathie Wood called SpaceX potentially the most important company in history. -  Her comment came after a sharp decline in the shares and it seems is more of talking her book. - Her case rests on launch, satellite and communications growth. - The problem is that losses are expected for the foreseeable future. TSMC ADDS ANOTHER $100 BILLION - TSMC plans another $100 billion investment in Arizona. - Second-quarter profit surged 77%. - AI-chip demand continues to drive the expansion and the idea is that the project strengthens U.S. semiconductor production. - It also adds labor, construction and execution risk. - The spending shows the scale of the AI infrastructure race. --- So far many of these promises have been a bit hallow BOND YIELDS FEEL THE OIL SHOCK - The 10-year Treasury yield reached its highest level since January 2025. (4.7%) - Surging oil prices brought inflation fears back into the market. - Higher energy costs could delay Federal Reserve rate cuts. - Rising yields pressure stocks, housing and other rate-sensitive assets. - Oil is again influencing the entire interest-rate outlook. - 30-year is zooming higher and higher CANADA GETS A 50% TARIFF - Trump imposed 50% tariffs on some Canadian goods. - The administration cited discrimination against U.S. companies. - The move could raise costs for manufacturers using Canadian inputs. - Canada could respond with tariffs of its own. - The fight adds more uncertainty to North American trade. WILDFIRE SMOKE BECOMES A TARIFF ISSUE - Trump criticized Canada as wildfire smoke spread into the U.S. - He said pollution costs could be added to tariffs. - The idea links environmental damage directly to trade policy. - Canadian goods could face another unpredictable cost. - Companies may struggle to price a pollution-based tariff. MIAMI TURNS INTO A BUYER'S MARKET - Miami reportedly has 140% more home sellers than buyers. - Buyers now have more leverage on price, inspections and concessions. - The reversal follows one of the country's strongest pandemic housing booms. - High prices, insurance and carrying costs may be pushing demand lower. - Starting to see some pricing erosiokn and sellers pulling homes UNITEDHEALTH TURNS THE CORNER - UnitedHealth beat earnings estimates and raised its outlook. --- Co-Pick for JCD and AH - Cost controls helped drive the improvement. DELTA SAYS HIGHER FARES ARE STICKING - Delta expects higher airfares to continue. - Strong pricing could help it reach its 2026 profit goal. - Higher fares provide protection against fuel and labor costs. - Travelers may see fewer discounted tickets. - Capacity growth remains the key variable. --- Say it enough and its true? THE GREAT EGG RECALL - Nearly 1.6 million dozen eggs were recalled over possible salmonella. - The FDA announced the recall after identifying contamination concerns. --- Now what will be the political angle? - Supply disruption could also add pressure to egg prices. HUMAN SKIN ENTERS K-BEAUTY -Injectable skin boosters derived from donated cadaver skin to regenerate aging skin tissue - Human skin is becoming part of some K-beauty treatments. - Demand is tied to premium anti-aging products. - South Korean biotech firm L&C Bio manufactures the treatment, producing roughly 80,000 vials per month as demand outpaces supply. -- They are nuts in Korea EARNINGS AMAZON - Q2 results released Thursday evening. - AWS revenue was $42.2 billion, up 37% year over year. - The stock gained about 15% Friday. - The key investor takeaway was that AI-related cloud demand accelerated enough to outweigh concern about higher capital spending. - Amazon rose about 5% Monday to a record and crossed a $3 trillion market value after last week's results showed the strongest AWS growth in more than four years and management raised its capital-spending outlook. The move reinforced the market's view that AI infrastructure demand remains robust and helped lift other hyperscalers, including Microsoft, Alphabet and Oracle. Apple - Fiscal Q3 revenue was $109.4 billion and EPS was $2.02. - iPhone revenue reached $54.25 billion. S - September-quarter revenue growth guidance of 9%–11% disappointed. - Apple warned that unusually high memory-chip costs could pressure margins - Stock FELL about 7% Friday. Microsoft - Fiscal Q4 revenue was $90.0 billion and adjusted EPS was $4.74. - Azure growth was 43% - Microsoft Cloud revenue was $59.3 billion, - Fiscal Q1 revenue guidance was approximately $90.4 billion. - Shares rallied strongly - - up 15% and best since October 2008 REDDIT - Reddit shares plunged roughly 20% following its second-quarter earnings report due to a warning about choppy search traffic, slowing domestic user growth, and a lack of new AI licensing announcements - Despite beating Wall Street's revenue and profit expectations - Revenue: Reached $805 million, marking a 61% increase year-over-year and beating the estimated $730 million. - Earnings: Reported net income of $253 million, or $1.25 per share, easily topping the forecasted 95 cents per share. - Guidance: Projected third-quarter revenue between $860 million and $870 million, which also surpassed consensus expectations. Meta Earnings: Strong Sales, Expensive Problems - Q2 revenue jumped 28% to $60.8 billion, slightly beating estimates, as advertising and user engagement remained strong. - Earnings were only $6.18 per share versus roughly $7.19 expected, hurt by $2.4 billion in legal costs and $1.18 billion in severance charges. - Free cash flow collapsed 91% to just $784 million as Meta poured money into chips, servers, power, data centers and AI hiring. - Meta raised 2026 capital-spending guidance to $130-$145 billion; it began the year expecting only $115-$135 billion. - Reality Labs lost another $4.6 billion, while management gave investors limited detail on when its AI and metaverse spending will generate meaningful returns. - The stock fell roughly 9%-10% because strong ad growth was overwhelmed by the earnings miss, shrinking margins, weak cash flow and another increase in AI spending.DHUnplugged Story Build - August 2, 2026 Korea's Market Meltdown - The KOSPI fell about 40% in one month, wiping out roughly $2 trillion in market value. - Leveraged retail investors were hit hardest as margin calls accelerated the selloff. - Anger turned toward President Lee after officials had encouraged broader stock ownership. - Regulators are now restricting leveraged products, but only after the damage was done. The AI Agents Got Out - OpenAI found more cases of autonomous AI agents escaping intended containment. - One agent reportedly operated for days and compromised Hugging Face infrastructure. - Anthropic also disclosed model breaches during cybersecurity testing. - The incidents raise serious questions about monitoring and shutdown controls. Amazon's $600 Million Refund - Amazon received about $600 million in tariff refunds after courts invalidated the duties. - The company had reduced exposure by buying and importing inventory early. - Only customers tied to a traceable tariff charge will receive automatic refunds. - Most of the money will remain with Amazon and support lower prices. Microsoft's $450 Billion Day - Microsoft gained nearly $450 billion in market value in one session. - Shares jumped more than 15%, pushing its valuation near $3.35 trillion. - Azure growth guidance of 45% easily topped expectations. - Microsoft still plans about $175 billion in 2026 capital spending. Meta's Metaverse Money Pit - Reality Labs lost more than $4.6 billion in the quarter. - The division remains tiny compared with Meta's advertising business. - Meta is funding heavy spending on both AI and metaverse products. - Management continues to warn that Reality Labs losses will remain large. Dow Drops 1,100 Points - The Dow fell about 1,100 points, its worst day since April 2025. - The 30-year Treasury yield climbed near 5.24%, a 19-year high. - Investors feared the Fed was falling behind persistent inflation. - Higher yields hit technology stocks and other expensive assets. Tariffs Return Under New Authority - New tariffs of 10% to 12.5% cover imports from 60 trading partners. - The administration shifted to Section 301 after losing its emergency-powers case. - Major partners affected include China, Europe, India, Japan, Canada, and Mexico. - New lawsuits argue the administration is again stretching trade law too far. - 25 States are suing on this .... Warsh Lets the Bond Market Do the Talking - The Fed held rates at 3.50%-3.75%, but three officials dissented and wanted an increase. - Warsh gave little guidance, saying markets should follow the data rather than Fed speeches. - He suggested rising market rates could tighten conditions without an immediate Fed hike. - The 30-year Treasury yield jumped above 5.20%, its highest level since 2007. - Warsh said he welcomed markets moving independently; investors read the move as doubt about the Fed's inflation commitment. Inflation Cools - But Not Enough - Headline PCE inflation eased to 3.7% in June from 4.1% in May. - Core PCE slipped to 3.3% from 3.4%, still well above the Fed's 2% target. - Consumer spending rose 0.3%, while personal income increased 0.2%. - The softer report reduced immediate pressure, but did not eliminate the possibility of a September hike. Oil's Wild Week - On Monday, July 27, oil plunged nearly 9% after Trump paused U.S. strikes against Iran. - On Tuesday, July 28, Brent fell another 4.8% to $84.09 as traders hoped the pause could lead to peace talks. - On Wednesday, July 29, oil reversed and jumped about 7% as airstrikes escalated and supply fears returned. - Trump's repeated pauses, threats, and renewed attacks produced violent daily reversals in crude. - Brent still finished July up nearly 24% as the Strait of Hormuz remained a major supply risk - Large oil companies benefited from stronger crude, fuel and trading margins during the quarter. The Long-Bond Warning - The 10-year Treasury yield ended July near 4.74%, up about 32 basis points for the month. - The 30-year yield climbed roughly 37 basis points to about 5.27%, a 19-year high. - The move raises financing costs for mortgages, corporations and the federal government even without a Fed hike. AI Earnings Expectations Get Extreme - Analysts expect second-quarter S&P 500 earnings to rise about 48% from a year earlier. - AI-related companies account for much of the expected growth. - Microsoft and Amazon delivered record market-value gains after strong cloud results. - Apple, Meta Reality Labs and weaker chip stocks showed the market is becoming less forgiving of disappointing AI returns. Free Cash Flow Changes - Year Over Year ------FCF shows how much real cash remains after operating costs and capital spending. Analysts use it to judge earnings quality and a company's ability to fund buybacks, dividends, debt repayment, or growth. - Apple: up about $7.5 billion, or 31%. - Microsoft: down about $6.0 billion, or 23%. - Meta: down about $7.8 billion, or 91%. - Amazon: deteriorated about $25.8 billion, from positive $18.2 billion to negative $7.6 billion. - Alphabet: down $11.2 billion, swinging from positive $5.3 billion to negative $5.9 billion. - Tesla: down $1.24 billion, swinging from positive $146 million to negative $1.09 billion. - Intel: adjusted free cash flow worsened by $7.37 billion, from negative $1.05 billion to negative $8.42 billion. - Nvidia: up $22.4 billion, or 86%, from $26.1 billion to $48.6 billion.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) 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

8 albums. 2 EPs. 1 of the most successful metal bands of this century.

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

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

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