Podcasts about EPS

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

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

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

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

Podcast Serial : Penyakit Hati Ke-16, Eps. 24Pemateri : Ustadz Abu SaifJudul : Ujub

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

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

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

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

Earnings season is off to a concerning start. Plus, oil winners and losers… The GLP-1 stock rotation… Why AI is reviving the short trade… A major headwind is coming for SpaceX (SPCX)... Why AI capex is a positive… And more. In this episode: Argentina vs. England was beyond amazing [0:16] A huge thank you for sending goodies to the office [4:38] Winners and losers as oil prices climb back to $80 per barrel [8:34] The GLP-1 trend is causing a huge rotation in stocks [16:46] A concerning start to earnings season [19:20] Why AI is reviving the short trade [25:46] A major headwind is coming for SpaceX [28:52] One of the best ways for a beaten-down stock to boost EPS [32:25] AI capex is great for the economy [36:15] Will growing AI power demand lead to blackouts? [39:36] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

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

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

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

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

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

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

A month after the year's most hyped listing, nearly everyone who bought SpaceX and held is underwater — and with the 180-day lock-up now gone, Simon Brown explains why insider selling is only getting started. He then tours the week's biggest moves: Apple's copyright lawsuit against OpenAI and what it means for hardware and an IPO, Purple Group buying Telescope AI to strengthen EasyEquities, oil climbing back into the 80s as Middle East peace talks stall, De Beers closing its last South African mine, and Sappi languishing at 1998 levels. He closes on a US 10-year yield near 4.6% and the start of a US earnings season priced for 23–24% EPS growth. Topics: SpaceX, OpenAI, Apple, Purple Group, Telescope AI, Brent oil, De Beers, Sappi, Mpact, US Treasuries, bank earnings. WorldWideMarkets is part of JustOneLap.com.

Podcast Serial : Penyakit Hati Ke-15, Eps. 23Pemateri : Ustadz Abu SaifJudul : Menunda Taubat

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

This week we sit down with Jon Zipp of The Zips — one of Glasgow's original 1977 punk bands — for a conversation that doubles as an oral history of Scottish punk. The Zips' story is a strange and charming one. Formed in '77, gigging by '78, split by the end of 1980 after two small-run EPs — 500 copies of the debut, sold out in six weeks — the band lay dormant for over two decades until a record collector tracked down the drummer via the West of Scotland phone book. It turned out The Zips' records had been bootlegged all over Europe, their EPs had become prized collectors' items, and a new generation of bands citing the Clash and Buzzcocks as influences had made the world safe for them again. They've been at it ever since, complete with a "Zips USA" franchise lineup, European squat tours.But the real revelation of this episode is John's first-hand account of Glasgow's infamous punk "ban". In the late 1970s, Glasgow City Council — having decided after a Stranglers gig at the City Hall that the city "had enough hooligans without importing them from down south" — made it known that any pub or venue hosting punk bands risked losing its licence. The effect was chilling: a generation of would-be Glasgow punk bands strangled at birth, touring acts like Elvis Costello turned away on the day of the show, and a city now famed as one of the great music capitals of the world temporarily hostile to the most vital music of its era.Along the way we get John's reflections on punk's flirtation with fascist imagery and provocation, why John Lydon is his biggest disappointment (and Paul Weller one of his quiet triumphs), the surprising resurgence of very young audiences going wild for original 77-style punk, and a truly outrageous tale of how, with his post Zips band in the 80, how he blagged — via the Mitchell Library's phone books and Harvey Goldsmith's office — onto a 30,000-capacity bill at Ibrox with Rod Stewart in 1983.

Podcast Serial : Penyakit Hati Ke-14, Eps. 22Pemateri : Ustadz Abu SaifJudul : Putus Asa

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

Hat Deutschland eine Chance gegen den EPS, Boris Pistorius? Hände weg vom Informationsfreiheitsgesetz. Berlin sagt "Goodbye, Kai!" Frankreich wird Weltmeister. Millenial Paul und Boomer Hajo präsentieren liebevoll konfrontativ die frische Wochenschau. Unsere Themen: Wer steckt hinter Apollo News? Flammenwerfer gegen Flimmerhärchen. Die Aktientricks der TechBros. Der Inflatable Bro - die Jacht des kleinen Mannes. Was Medienvorstände verdienen. Neal the Seal juckt das Fell. Kapitalismus-Lotterie: Buy not, pay maybe. Wenn die Reformen Pferdefüße tragen. Gibt jemand eine Boeing 787 günstig ab? Enteignen ab sofort verboten. Grüße an den Pumpengott. Plus: Schon mal Termin vormerken - am 2.9. laden Suse und Hajo zum Diaabend ins Posh Teckel. Folge 56Shownotes:Die letzten Tickets: Suse und Hajo laden zum Dia-Abend mit Chile- und Überwinter-Tipps am 2.9. im PoshTeckel"Papa, was ist ein Mann?" - das neue Donnerstagsformat von PaulDie Yacht des kleinen Mannes: Der Inflatable BroDie MutMacher auf steady unterstützen und Geschenke-Newsletter bekommenHier den kostenlosen MutMach-Newsletter abonnierenHier gehts direkt zu Suses Workshops Der MutMachPodCast auf InstagramPodcast Elefantenrunde mit Frank Stauss und HajoPauls Band Udo Butter und das Team mit allen AuftrittsterminenBücher:Suse SchumacherDie Psychologie des Waldes, Kailash Verlag, 2024Michael Meisheit + Hajo SchumacherLaufende Ermittlungen - großartige Krimi-Reihe mit dem Berliner Kommissar Peer Pedes.Band 1, 2 und 3 erscheinen bei Droemer Knaur.Kostenlose Meditationen für mehr Freundlichkeit (Metta) und Gelassenheit (Reise zum guten Ort) unter suseschumacher.deWir bedanken uns bei Markus C. Hurek für das tolle Coverfoto. Hosted on Acast. See acast.com/privacy for more information.

Send us Fan Maila comprehensive outline of key financial metrics and ratios utilized in corporate advisory services, including mergers and acquisitions (M&As), restructurings, and equity or debt transactions. It categorizes these critical data points into five main areas:Liquidity: Metrics that measure a company's cash flow and working capital, such as the current ratio, quick ratio (acid test), debt-to-capital, and the cash collection cycle.Profitability: Indicators of a company's ability to generate earnings, including EBITDA, earnings per share (EPS), return on equity (ROE), return on assets (ROA), and various profit margins (gross, operating, and net).Leverage: Ratios that evaluate a company's debt levels relative to its earnings, such as the interest coverage ratio and debt-to-EBITDA.Valuation: Tools used to determine the value of a business or asset, including Enterprise Value (EV), Price-to-Earnings (P/E) multiples, Discounted Cash Flow (DCF), Weighted Average Cost of Capital (WACC), and the Dividend Discount Model (DDM).Asset Turnover: Methods that evaluate how efficiently a company manages its assets, specifically noting inventory valuation methods like LIFO and FIFO.Support the show

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The shuffle lands on *'Bobcaygeon'* - a love song built on a race riot, and the track one fan ties to losing Gord Downie.---"This is the song I think of when I think about coming to terms with the fact that Gord Downie was going to die."Dave from Montreal---Episode SummaryThe Tragically Hip On Shuffle - Live Stream is back after a week off, and the shuffle lands on *'Bobcaygeon'*, the acoustic-leaning centrepiece of "Phantom Power" and one of the most beloved songs in the entire **Tragically Hip** catalogue. The panel - **Chris from Seattle**, **Greg from the Kootenays**, and **Dave from Montreal** - takes it apart from every angle.They dig into the constellation imagery, the buried 1933 Christie Pitts riot the lyric nods to, the much-debated "Aryan twang" line, and the way **Gord Downie** humanizes a cop caught in the middle of it all. First impressions split the room between love at first listen and slow-burn grower. From there the conversation moves through the song's placement between *'Save the Planet'* and *'Thompson Girl'*, Steve Berlin's organ work, and how *'Bobcaygeon'* became, for more than one fan in the room, the song tied to coming to terms with **Gord Downie's** passing.Along the way: an icebreaker on favourite live Hip performances, a featured live cut from Austin City Limits, poll results that surprise nobody, and a look ahead to the next shuffle. A real conversation about how a quiet song carries this much weight.Tale of the Tape- Song: *'Bobcaygeon'*, from "Phantom Power" (released July 14, 1998), the album's fourth single- TTHTop40 Countdown ranking: #14- First played live: May 10, 1997 - a full year before the record dropped- Last played live: August 20, 2016- Played as a show opener once, and as an encore 115 times- Featured live cut: Austin City Limits, September 15, 2006- Listener poll: 91% Love It, 7% Like It, 1% Tolerate ItThe Panel**Chris from Seattle** returns for his second appearance - the panel's lone American and a working musician. His band Loud Flowers just put out two EPs, the Litho EP and the Earwig EP, recorded in part at Pearl Jam guitarist Stone Gossard's Seattle studio.**Greg from the Kootenays** has caught The Hip somewhere north of 25 times and brings a scholar's eye. He has published academic work on the band, including the article "Ambiguously Hip: The Tragically Hip and Canadian Nationalism."**Dave from Montreal** is a writer, journalist, and tour guide who has covered The Hip for years. He runs non-touristy Montreal tours with Spade and Palacio.Resources, Links & References- "Phantom Power" (1998) - the album *'Bobcaygeon'* calls home- Featured live version: Austin City Limits, September 15, 2006- Setlist and live-performance data sourced from Hipbase and setlist.fm- Live recordings via The Tragically Hip Archive- Band history reference: This Is Our Life by Michael Barclay- Greg's article: "Ambiguously Hip: The Tragically Hip and Canadian Nationalism"- Chris's band: Loud Flowers - the Litho EP and the Earwig EP- Dave Kaufman's Montreal tours with Spade and Palacio - Instagram @davekaufman1, Bluesky @davekaufman- Related listening: Discovering DownieSupport the ShowEditing is hard, and the coffee runs dry. If The Tragically Hip On Shuffle - Live Stream keeps your battery charged, you can drop a caribou in the tip jar at buymeacoffee.com/tthtop40. Tips, always - never an ask.Big thanks to **Chris from Seattle** for coming back and bringing the musician's ear, to **Greg from the Kootenays** for the scholarship and the 25-shows-deep perspective, and to **Dave from Montreal** for going somewhere heavy and honest with this one. *'Bobcaygeon'* is a slow jam about something dark and ominous under the surface, and this panel found every layer of it. Next shuffle is *'The Darkest One'* on July 8 - no show on Canada Day, so mark the calendar.- Explore the full discography, lyrics, credits, and mapped live shows at The Hip Compendium: compendium.tthpods.comThe network home: home.tthpods.comFacebook: community.tthpods.com | Instagram: @tthpods | YouTube: youtube.com/@tthpods | Email: jd@tthpods.com#TheTragicallyHip #PhantomPower #GordDownie #TheHip #TTHOnShuffle #InGordWeTrustSupport this podcast at — https://redcircle.com/tthtop40/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Employment Remains on Solid Ground Employment continues to be one of the most important indicators for both the economy and the stock market. A healthy labor market means more people are earning income, saving, investing, and contributing to overall economic growth. Those factors typically create greater demand for investment assets and provide support for stock prices. Conversely, rising unemployment often leads consumers to spend savings rather than invest, placing pressure on financial markets. The Federal Reserve closely monitors employment data when making interest rate decisions, making each monthly jobs report an important release for investors. However, it’s important to understand that the headline jobs report is based largely on surveys, making it what economists refer to as “soft data.” Because it relies on estimates from survey respondents rather than complete reporting, the data is often revised in subsequent months. The latest report was encouraging overall. More jobs were created than lost, the unemployment rate declined, and wage growth remained healthy at 3.5% year over year. While average hours worked declined slightly, rising wages combined with fewer hours worked still represents a positive development for workers. One surprising detail within the report was a decline in leisure and hospitality employment. Given the increased tourism and temporary hiring associated with the World Cup, many economists believe this portion of the report may ultimately be revised higher. To gain a clearer picture of labor market conditions, it helps to compare the survey-based data with “hard data,” such as initial unemployment claims. Unlike survey estimates, unemployment claims are based on actual filings submitted through state unemployment offices and are generally considered more reliable. Initial jobless claims have remained relatively stable throughout the year, while continuing unemployment claims have gradually declined. Together, these indicators reinforce the view that the labor market remains stable, not overheating, but not weakening either. A stable employment environment supports continued wage growth, consumer spending, savings, and investment activity. Those trends create a constructive backdrop for financial markets heading into the second half of the year. Corporate Earnings Will Drive the Next Phase of the Market Strong corporate earnings have been one of the primary drivers behind the stock market’s performance this year, and they are expected to remain a major theme throughout the remainder of the year. Corporate America has consistently exceeded expectations, helping fuel market gains. As a result, analysts have steadily raised earnings forecasts throughout the year. Earnings per share (EPS), a measure of how much profit a company generates for each outstanding share of stock, has seen meaningful upward revisions after remaining relatively flat throughout much of 2025. While this reflects confidence in the strength of American businesses, it also raises the bar. Investors will be watching closely to see whether companies can continue delivering results that justify today’s elevated expectations. Another important metric to monitor is operating margins. Markets are currently pricing in record profit margins over the coming year. If companies continue operating efficiently while maintaining strong profitability, stocks could continue benefiting from solid earnings growth. However, if expectations prove too optimistic, investors should be prepared for periods of increased market volatility. With midterm election uncertainty also entering the picture, earnings season will likely play an even larger role in determining market direction during the second half of the year. Why Gas Prices Haven’t Fallen as Fast as Oil Prices Although oil prices have retreated following the recent conflict in the Middle East, many drivers have noticed that gasoline prices have not fallen nearly as quickly. The explanation lies in how gasoline is produced, distributed, and taxed. The United States consumes more than 130 billion gallons of gasoline each year—more than any other country in the world. While crude oil prices rose sharply during the conflict and have since moved lower, retail gasoline prices typically respond more slowly. Gasoline is a refined petroleum product, meaning the cost of crude oil represents only one portion of the final price consumers pay at the pump. Refining costs, transportation expenses, distribution, and taxes all contribute to the total cost per gallon. As crude oil prices climbed, gasoline prices gradually followed. Now that crude prices have declined to levels closer to where they were earlier this year, gasoline prices are expected to follow, but historically, they tend to lag. Assuming geopolitical tensions do not escalate again, motorists could begin seeing more relief as the summer progresses and into the fall. Regional price differences also illustrate how much additional costs affect gasoline prices. States throughout the South and Midwest generally enjoy some of the nation’s lowest gasoline prices due to their proximity to Gulf Coast refineries. Meanwhile, states such as California, Washington, Hawaii, Nevada, and Oregon typically experience significantly higher prices. While crude oil costs are essentially the same nationwide, higher state taxes, increased transportation expenses, and greater distribution costs contribute to substantially higher prices at the pump. In Hawaii, for example, distribution costs alone exceed the cost of refining the gasoline. Understanding these components helps explain why gasoline prices often remain elevated even after oil prices begin to fall. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Ty Miller, AIF® Vice President Wealth Consultant Email Ty Miller here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post Reports Are In first appeared on Fi Plan Partners.

Analysts describe an earnings bubble risk when earnings per share rise faster than revenue due to cost cuts, non GAAP adjustments, and share buybacks. Profits are concentrated in a small group of large companies including Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta, and Tesla, which can lift index aggregates while many sectors lag. Share repurchases reduce share counts and can raise EPS without strengthening free cash flow, which affects vendor negotiations and payment terms. Guidance practices and longer enterprise deal cycles complicate forecasting for startups that sell to large buyers. Higher interest rates increase interest expense, tighten capital spending, and compress private revenue multiples. Founders are advised to plan with segment specific data, track cash indicators, lengthen runway, and structure contracts to stabilize cash flow.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

On this episode of THE GEEK BUDDIES, John Rocha and Shannon McClung bring you their Spoiler Reviews for X-Men '97 Season 2 Eps 1-3, what's REALLY going on with DC's Batman and James Gunn, Danny McBride's update with his GI Joe adaptation, and the trailer for Star Wars' The Ninth Jedi, Amy Adams's new comments on STARFIGHTER and more! Remember to Like and Share this episode on your social media and to Subscribe to The John Rocha Channel below. #xmen #marvel #batman #jamesgunn #DC #GIJoe #StarWars #Hulu #Disney #johnrocha #michaelvogel #shannonmcclung #thegeekbuddies ____________________________________________________________________________________ Chapters: 0:00 INTRO AND RUNDOWN 1:40 Star Wars The Ninth Jedi Trailer, Amy Adams Talks Starfighter 15:33 Danny McBride Talks GI Joe Updates 22:28 What is REALLY Going on With DC's Batman, Will Gunn Direct It? 33:20 X-Men 97 Season 2 Eps 1-3 Spoiler Revew FOLLOW THE GEEK BUDDIES: Twitter: https://twitter.com/Geek_Buddies Follow John Rocha: https://twitter.com/TheRochaSays​​​​​ Follow Michael Vogel: https://twitter.com/mktoon Follow Shannon McClung: https://twitter.com/Shannon_McClung Learn more about your ad choices. Visit megaphone.fm/adchoices

Happy 250th! The bulls are bubbling up! Yentervention – it is a thing. Labor market predictions. 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 - 250 Years! - We have the scorecard - Bulls are on the loose! - Kevin Hassett - what a putz - RAM JOB! Markets - Google's first day in the DJIA - a good one - SpaceX bonds already losing -Yen slips to 1986 levels - Yentervention? WHAT A PUTZ! - Trump Accounts launch July 4, with the NYSE and Nasdaq set to ring the opening bell from the Oval Office. - Program gives a $1,000 Treasury-funded investment account to U.S. children born from January 1, 2025 through December 31, 2028. - Kids under 18 can have accounts, but only newborns in that four-year window get the federal seed money. - Parents, family, employers, nonprofits, and governments can add money, with a general $5,000 annual contribution cap. - Money is invested in index funds and generally locked up until the child reaches adulthood. - Kevin Hassett pitched it as a way to teach kids about markets, ownership, saving, and compounding. His argument is that the more young people get exposed to investing early, and market ownership becomes less of an upper-income club. - However - > the government is handing out taxpayer-funded brokerage seed money while selling it as capitalism. - Also odd: the benefit may skew toward families who already know how to file forms, open accounts, and add more money. - So basically it is a forced financial-literacy experiment wrapped in a political brand name, with a socialist starter check to teach capitalism. First-Half Winners and Losers - S&P 500 finished the first half up roughly 7% to 8%, with the rally led by AI hardware, chips, memory, and data-center infrastructure. - Biggest winners were the shovel sellers: Sandisk up about 780%, Micron up about 296%, Western Digital up about 240%, Seagate up about 226%. - Overseas AI hardware ripped too: South Korea's Kospi up 123%, helped by Samsung up 169% and SK Hynix up 303%. - Semiconductor ETFs had a monster Q2: iShares Semiconductor ETF up 86.8%, VanEck Semiconductor ETF up 64.8%. - Japan's Nikkei rose about 38%; FTSE 100 gained about 5.8%. - Losers were the software/platform names that could not prove immediate AI payoff. - Microsoft was down about 24% despite being one of the biggest AI spenders. - Momentum stocks had one of their worst stretches in two decades as the Magnificent Seven slipped on capex worries. - Crypto and gold also lagged the AI-infrastructure trade. - Equity BULLS are running like it was San Fermin, Spain... MORE.... - Gold biggest quarterly loss since 2013 - Japan best quarter ever - Oil starts and ends - Kospi best quarter in 30 years - Stoxx 600 best Q in 5 years Something is going to break! - When Micro announced earnings, and we see that companies are panicking (News about existential threat to smaller tech players).. We said something is going to break - MU shares lifted to ATH on the news - big big beat - Micron's latest quarter showed a dramatic acceleration from the year-ago period, with revenue rising from $9,301 to $41,460 and EPS increasing from $1.91 to $25.11. - HUGE uptick in guidance - Apple increased pricing, Dell is increasing prices next week (17%), Microsoft raised price on XBox, HP across the board increase, Lenovo/Xiaomi increases, - NOW: Apple is lobbying the Trump administration for clearance to buy memory chips from China's ChangXin Memory Technologies Korea Goes All-In On AI Memory - Samsung and SK Hynix are backing a huge South Korea chip buildout tied to AI memory, HBM, advanced DRAM, packaging and data centers. - Samsung's plan includes hundreds of trillions of won for new fabs, including HBM facilities in Cheonan and Onyang. - SK Hynix is expanding Yongin and planning a major new chip base as it rides demand from Nvidia-linked HBM supply. - Government angle: Seoul wants domestic chip capacity treated like national infrastructure, not just corporate capex. - The state is trying to lock in supply-chain control before China, Taiwan, Japan and the U.S. pull more production into their own subsidy zones. - Market wrinkle: AI memory is hot now, but memory companies have a long history of overbuilding into strong pricing cycles. - Governments are no longer just subsidizing chips — they are helping plan semiconductor cities. RAM Job? - Samsung, SK hynix, and Micron were hit with a U.S. antitrust class-action lawsuit over alleged DRAM price fixing. - Allegation: the big three coordinated supply cuts while shifting capacity away from regular DDR3/DDR4 memory and into high-bandwidth memory for AI servers. - Plaintiffs say the three companies control roughly 90% of the DRAM market. - Conventional DRAM prices allegedly jumped about 700% over four years. - Complaint argues that in a normal commodity market, at least one supplier would usually increase production when prices spike. - Instead, the lawsuit says all three moved in the same direction at the same time. DRAM: We Have Seen This Movie Before - Yes, there was a similar DRAM price-fixing scandal in the 2000s. - DOJ investigation covered alleged DRAM price fixing from roughly 1998 through 2002. - Hynix pleaded guilty in 2005 and agreed to pay a $185 million criminal fine. - Samsung pleaded guilty in 2005 and agreed to pay a $300 million criminal fine. - Infineon pleaded guilty earlier, in 2004, and agreed to pay a $160 million fine. - Micron was involved in the investigation but received amnesty/cooperation treatment rather than the same criminal fine path. - Several executives were also charged or pleaded guilty. - State AGs and private plaintiffs later pursued civil cases tied to overpayment claims. - Difference now: the new case is not yet proven and appears focused on alleged coordinated supply restriction during the AI/HBM boom. Chevron and Microsoft - Chevron Corp signed 20-year deal with Microsoft for data center power. - Agreement supplies natural-gas fired generation for massive West Texas facility. - Project Kilby expected online 2028, ramping to 2.67 gigawatts. - Full output enough to power more than 530,000 Texas homes. - Chevron partnering Engine No. 1, final investment decision planned later. - Deal follows prior reports of exclusive long-term power negotiations. More Oil News - Drill baby Drill - Interior Department cutting federal drilling bonds by 95% to spur exploration. - Required bond drops from $500,000 to $25,000 for leases. - Bonds ensure cleanup costs don't fall on taxpayers if wells abandoned. - Policy change aims to encourage more oil and gas development. - Proposal subject to 60-day public comment after Federal Register publication. Dow 52,000 and the Tech Bounce - Dow closed above 52,000 for the first time Monday, finishing at 52,182.74. - S&P 500 gained 1.18%; Nasdaq jumped 2.07%. - S&P and Nasdaq snapped five-session losing streaks. - Alphabet rose 4.8% on its first day as a Dow component. - Tesla gained 8.5%; SpaceX rose more than 7%. - The bounce came after last week's tech selloff, with investors rotating back into mega-cap and AI names. Comcast Breaks Itself Up - Comcast plans to split media and connectivity into two separate companies. - NBCUniversal and Sky would be spun off in a tax-free deal; Comcast keeps broadband, wireless, and cable. - Completion expected within a year. - Shareholders would own both Comcast and the new NBCUniversal. - Comcast shares rose on the news; Charter also jumped as investors speculated Comcast could eventually pursue a broadband-scale deal. AI Trade Gets a Warning Label - Bank for International Settlements flagged the AI boom as a financial-stability risk. - The main concerns: elevated valuations, investor complacency, complex funding structures, and debt financing across the AI supply chain. - BIS also warned that record public debt and leveraged hedge-fund activity in sovereign bonds could amplify shocks. - Quote from BIS General Manager Pablo Hernandez de Cos: "Policy actions must reinforce each other." - The interesting part: central bankers are not saying AI is fake; they are saying the financing stack may be fragile. Inflation Back Above 4% - BEA's PCE price index rose 4.1% year over year in May. - April was 3.8%; March was 3.5%; February was 2.9%. - This keeps pressure on the Fed because PCE is the Fed's preferred inflation gauge. - Core PCE may later be revised lower because of BEA methodology changes. - Goldman estimated May core PCE could be trimmed to 3.2% from 3.4%; JPMorgan expected 3.3%. - Funny-but-real detail: part of the potential revision comes from how BEA prices portfolio management, legal services, and computer software. Jobs Report Becomes Bad-News-Is-Bad-News - June payrolls are due Thursday because markets are closed Friday for Independence Day. - The setup is awkward: strong jobs could mean stronger economy, but also higher odds of Fed hikes. - Looking back - May payrolls were hot at 172,000 versus an 85,000 forecast, with unemployment steady at 4.3%. - Remember - after the June Fed meeting, policymakers were clearly focused on inflation, not rescue cuts. Oil, Iran, and the Market's New Weird Routine - Oil stayed volatile around renewed U.S.-Iran tensions and peace-talk headlines. - Brent rose 1.6% Monday to $73.15; WTI rose 2.2% to $70.75. - Markets rallied anyway, helped by signs talks would resume and shipping routes were stabilizing. - The odd market behavior: geopolitical escalation keeps getting followed by de-escalation headlines and risk-on rallies. - This is now part of the trading pattern: weekend war scare, Monday relief rally, repeat. --- New attacks by USA on Iran happened at approx 4:30PM on Friday (markets closed) and then a halt to the fighting on Sunday - before the futures opened. Odd : Wendy's Becomes a Meme Stock - Wendy's became the latest retail-trader short-squeeze target. - Stock surged 25% last Wednesday, then gained another 9% Thursday. - Barron's said the move followed a CFO shakeup and WallStreetBets attention. - New CFO Steve Cirulis came from Potbelly and is also taking the Chief Strategy Officer title. - Wendy's had fallen 47% over the past year before the rally. - Short interest was nearly 30% of the public float, making the stock easier to squeeze. - Trian, Nelson Peltz's firm, owned nearly 15 million shares valued around $93 million. SpaceX Bonds Slip After Big Debut - SpaceX sold $25 billion of investment-grade bonds, its first major public debt deal. - Demand was huge, with roughly $85 billion to $98 billion of orders. - The 10-year tranche priced about 1.4 percentage points over Treasurys. - Bonds weakened quickly after pricing. - The 10-year yield rose near 6%, with the spread moving above 1.6 percentage points. - Longer-dated 2046 and 2056 bonds took the most pressure. - The pushback: bond buyers want more yield for a company still funding rockets, Starlink, AI/data-center spending, and Mars ambitions. - Clean read: equity investors bought the story; bond investors immediately marked it down. Yentervention - Yen weakened again, pushing toward the 162-per-dollar zone and near its weakest level in about 40 years. - Japan keeps warning it is ready for "decisive action" or to respond "at any time." - Market does not seem scared for long. - Japan already spent heavily defending the yen, including a roughly $73 billion yen-buying operation after the currency broke past 160. - U.S. rates are still high, the Fed is not rushing to cut, and the Bank of Japan is still moving slowly. - That keeps the carry trade alive: borrow cheap yen, buy higher-yielding dollars. - Japan's foreign reserves fell 5.6% in May after intervention, showing the defense is expensive.   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

Andrew, Ben, and Tom discuss today's ADP jobs print with a 120K estimate, yesterday's JOLTS surprise beat at 7.594 million that seems suspiciously convenient against a low bar, Kevin Warsh's panel appearance alongside Christine Lagarde, Andrew Bailey, and Tiff Macklem in his first global central bank sit-down, and Constellation Brands' earnings beat with EPS at $3.79, 39% operating margins, and 21% Pacifico growth despite a slight net sales decline.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

6. Usuarios de esta EPS en Manizales, perjudicados por cierre de servicios en el SES Hospital de Caldas. Salud by LA PATRIA

Baxie talks to the legendary Kira Roessler! From 1983 to 1985 Kira found herself touring with Black Flag (arguably one of the most important hardcore bands in history). During that time, Kira recorded three albums, three EPs, and toured relentlessly with Black Flag. Simultaneously she was also busy studying for a degree in applied engineering from UCLA. Kira also recorded several albums under the name DOS with her then husband Mike Watt from The Minutemen. But that's not the end of it. Kira has also had a very successful career in film—winning an Oscar in sound editing for Mad Max: Fury Road. She's also won two Emmy awards for her work on the John Adams miniseries and for Game of Thrones. Kira is about to release her second solo album “Enigma” on July 10th. The record was produced by her brother Paul Roessler (formerly of The Screamers and 45 Grave). Just an amazing conversation with one of the most important women in punk rock! Listen on Apple Podcasts, Spotify, YouTube, and on the Rock102 app! Brought to you by Metro Chrysler Dodge Jeep Ram of Chicopee!

On Episode 310 of The Six Five Pod, Patrick Moorhead and Daniel Newman unpack the biggest stories from the week, including insights from Qualcomm Investor Day 2026, OpenAI and Broadcom's Jalapeño AI chip, Anthropic's Micron partnership, SpaceX's massive Reflection AI compute deal, Sakana AI's new Fugu orchestrator, and why memory is emerging as a critical layer of AI infrastructure. Plus, Bulls & Bears covers NVIDIA's $25B bond offering, Apple's MacBook price increases, Micron's record quarter, and Cerebras' first earnings as a public company. The handpicked topics for this week are: Qualcomm Investor Day 2026 — The Data Center Debut: Pat and Dan break down Qualcomm's push into the data center after the company took the stage with Microsoft's Satya Nadella and Meta's Mark Zuckerberg as named customers. They unpack the new Dragonfly platform, including the C1000 250-core data center CPU with PCIe Gen 7 and CXL, the AI200 and AI250 inference accelerators, and a novel High Bandwidth Compute (HBC) architecture that stacks compute under LPDDR memory at dramatically lower cost than HBM. They highlight Qualcomm's ambitious growth targets: $15B data center revenue target for FY 2029, an increased total non-handset revenue goal from $22B to  $40B, and a shortened timeline for automotive revenue by two years. They also debate the identity of Qualcomm's unnamed hyperscaler customer and why its robotics opportunity may be flying under the radar. (The Decode) OpenAI and Broadcom Unveil Jalapeño, OpenAI's First Custom Chip: A photo of Sam Altman and Hock Tan holding a wafer and packaged die kicked off OpenAI's reveal of Jalapeño, a custom inference chip built with Broadcom and slated for late-2026 deployment. The chip reached tape-out in roughly nine months, which is an aggressive cycle for an ASIC of this size, and uses HBM3E memory. Pat takes a victory lap on his long-standing heterogeneous compute thesis: every hyperscaler and now every model lab is building accelerators, and the XPU efficiency argument has played out as predicted. Dan frames OpenAI's broader move as existential: they cannot serve frontier models at premium margins if compute remains constrained. He flags that OpenAI is trying to do everything from chips and fabs to social networks and browsers, and that its IPO is now delayed. (The Decode)   Anthropic and Micron Sign a Strategic Multi-Year Memory Agreement: Anthropic and Micron announced a multi-year supply agreement for HBM, DRAM, and SSDs, including co-designed next-generation memory for AI workloads, along with a strategic investment by Anthropic in Micron. The pattern mirrors Samsung and SK Hynix's pre-funding Anthropic in May, and follows OpenAI's Jalapeño as another frontier lab moving to lock in supply chain control. Dan frames it as the same circular financing playbook NVIDIA ran two to three years ago, but with the ball now in the memory triopoly's court. Pricing-floor agreements with no ceilings, customized rather than commoditized memory architecture, and demand running well past the previously assumed 2027-2028 horizon. Pat notes that the rumored 14% free cash flow margin at Anthropic makes the strategic investment math work cleanly for both sides. (The Decode)   SpaceX Signs $6.3B Compute Deal with Reflection AI: SpaceX inked a $6.3B compute lease with open-source AI lab Reflection AI, at $150M per month from July 2026 through 2029, giving Reflection access to NVIDIA GB300 chips inside the Colossus infrastructure. Combined with the $920M-per-month Google compute contract and existing xAI commitments, SpaceX now has a contracted backlog larger than most public AI startups' entire revenue base, with some calling it the largest commercial AI infrastructure provider at $80B in contracted revenue. Pat reads it as XAI failing to land with developers, consumers, or enterprises, leaving SpaceX with a pot of gold worth far more as wholesale capacity than as XAI's own training compute. Dan flags that Google owning 7% of SpaceX ahead of an IPO is not accidental, and the open question is whether this becomes a Nebius-style infrastructure trade or a full-stack Google-equivalent platform. (The Decode)   Japan's Agentic Orchestrator Sakana AI Ships Fugu Plus and Fugu Ultra: Japan's Sakana AI released Fugu Plus and Fugu Ultra, an agentic orchestrator built on a multi-agent MOE approach that routes workloads across multiple underlying models rather than training a new frontier base model. Sakana claims agentic capabilities on par with or better than top frontier models at significantly lower input/output token costs, similar to the DeepSeek and GLM cost-undercut narrative. Pat compares the architecture to OpenRouter and notes the developer-facing parallel to Perplexity Computer's model-routing approach. Both agree that models themselves are no longer moats, and suggests the real moat is the harness, tooling, connectivity, looping, agentic stack, and total compute availability. Expect more sovereign agentic plays from Japan, the Middle East, and elsewhere on the same template. (The Decode)   The Flip — Is the Era of Memory as a Commodity Over? Daniel takes the FOR side: memory has moved from commodity to strategic AI infrastructure, citing 16 multi-year agreements covering $22B in committed volume booked through 2027, 84.9% gross margins higher than NVIDIA's, the technology barriers of HBM yield/stacking/packaging that only three companies can clear, and demand drivers tied to HBM as the binding constraint on every AI accelerator rather than to elastic consumer cycles. Patrick takes the AGAINST side: long-term agreements and SCAs signal a commodity in a strong cycle, not a structural rerating; nearly every relevant memory standard — DDR5, MRDIMM, HBM3/3E/4, LPDDR5X/6, GDDR6/7, LPCAM2 — is JEDEC-standard and therefore commodity at the pin; and CXMT's China DDR5 production ramps in 2H 2026 with Lenovo already shipping and HP and Dell qualifying. Custom HBM4 and Qualcomm-style HBC are where strategic memory genuinely lives. (The Flip)   NVIDIA's $25B Investment-Grade Bond Offering: NVIDIA priced a $25B multi-tranche bond offering on June 15, its first investment-grade debt sale since 2021, with seven tranches maturing between 2028 and 2056 and $85B in orders against an initial $20B target. Dan reads it as raising when capital is cheap, and oversubscription is real. NVIDIA doesn't need the money, it has a gold balance sheet, and is establishing a credit benchmark rather than funding CapEx. Pat agrees the optics are clean, but flags the irony of NVIDIA, with negative debt, borrowing while the stock trades like dead money at a sub-20x forward P/E. Both note that NVIDIA's underperformance reflects the market's skepticism on memory-as-strategic and on NVIDIA's own capex pace relative to the buildout opportunity ahead. (Bulls & Bears)   Tim Cook Calls Apple's Memory Crunch Price Raises on MacBook and iPad "Unsustainable": Apple announced MacBook and iPad price increases of up to $300, with Tim Cook telling the WSJ the memory cost environment is unsustainable. AAPL fell ~5% on the news, the broader rally was momentarily wiped out before Micron held the gains by close. Dan frames it as a moment when the market saw who is going to pay for the AI buildout: the consumer. He notes Apple's pricing power and inelasticity test is now live. Pat traces the backstory to Apple's negative-margin pricing pressure on Micron during the 2022-2023 memory downturn. The question is whether consumer-price blowback will eventually flow back to the memory vendors. (Bulls & Bears)   Micron Blows the Doors Off Fiscal Q3 — $41.46B Revenue, 84.9% Gross Margin: The memory story continues as Micron reported its largest beat in company history with fiscal Q3 revenue of $41.46B versus a $35.69B consensus, EPS of $25.11, year-over-year growth of more than 340%, and a record 84.9% gross margin that is roughly 10 points above NVIDIA's. Q4 guidance came in at a $50B midpoint against a $43B consensus. The 16 multi-year strategic customer agreements add up to $22B in committed volume, with most contracts containing pricing floors but no ceilings on most of the volume — a structurally asymmetric setup. Pat notes 95% of the beat came from price, not units, which reinforces his commodity argument; Dan flips it as the early innings of an NVIDIA-style run that puts Micron's 2027 profit on par with Google. (Bulls & Bears)   Cerebras' First Earnings Report Since IPO — Revenue Doubles, Margins Compress: Cerebras (CBRS) reported its first earnings as a public company, doubling year-over-year revenue and beating the top line while missing EPS, but the stock sold off hard amid gross margin deterioration. Core revenue came in at $191M, up 12% sequentially, with a $194M Q2 guide that is essentially flat, core gross margins at 47% guiding to 36-38% and 38-41% for the year, and operating margins flipping from positive 2% to a guided -30% to -32%. Customer concentration is shifting from Core42 and G42 (86% of FY25 revenue) to OpenAI, which loaned Cerebras $1B and gets paid quarterly in warrants. Pat flags that Cerebras' uncontested speed claim is no longer uncontested with Groq, TPU v8i, and Tenstorrent putting up real numbers. Cathie Wood is down 52% on her position. (Bulls & Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Qualcomm Investor Day Lands the Data Center Pivot — Microsoft Deploying Qualcomm HBC XPUs in Azure (Per Satya Nadella) + Meta MOU on Three New Qualcomm Datacenter CPUs (Per Zuckerberg); $3.9B Modular Acquisition; Dragonfly Brand + AI200/AI250 Roadmap; HUMAIN 200MW Ramp; Qualcomm to Become Largest Automotive Silicon Company; Targets $3B Datacenter Revenue FY27, $35B by FY31 https://finance.yahoo.com/markets/stocks/articles/qualcomm-investor-day-detail-data-163247063.html  OpenAI Begins Vertical Integration — First Custom Inference Chip "Jalapeño" Unveiled With Broadcom June 24 (Hock Tan: As Good as Blackwell + TPU; ~50% Cost Savings; Late-2026 Microsoft Deployment, 10GW Multi-Gen Roadmap); Daybreak Cyber Stack (June 22) Confirms the Platform Shift https://x.com/OpenAI/status/2069770172802773292  Frontier AI Labs Are Now Financing Their Own Supply Chains — Anthropic Locks In Multi-Year Micron HBM/DRAM/SSD Supply + Micron Becomes Series H Investor; Same Pattern as Samsung + SK hynix Pre-Funded Anthropic in May; $965B Post-Money, $47B Revenue Run-Rate, October IPO Target https://investors.micron.com/news-releases/news-release-details/micron-and-anthropic-announce-strategic-agreement-scale-next  SpaceX Signs $6.3B Compute Deal With Reflection AI — $150M/Month July 2026 → End of 2029; NVIDIA GB300 + Colossus 2 Capacity; SpaceX Now Largest Commercial AI Infrastructure Provider With $80B+ Committed Compute Revenue Through 2029 https://finance.yahoo.com/technology/ai/articles/spacex-reportedly-grant-reflection-ai-162749237.html  The Sovereign AI Stack Lands — Japan's Sakana Ships Fugu + Fugu Ultra Multi-Agent System (June 22) That Beats Opus 4.8, GPT-5.5, and Gemini 3.1 Pro on 10 of 11 Benchmarks; Designed Around US Export-Control Risk; Completes the Three-Bloc Sovereign-AI Map With Mistral Compute (Europe) + DeepSeek $7.4B (China) https://www.datacamp.com/blog/sakana-fugu  The Flip Is the Era of Memory as a Commodity Over? FOR: Memory is now strategic AI infrastructure with multi-year supply lock-ins. The cycle dynamics that defined the last 30 years no longer apply. https://www.benzinga.com/markets/tech/26/06/60062500/micron-earnings-could-echo-nvidias-2023-moment-says-futurum-ceo  AGAINST: Memory is cyclical and priced for perfection. This print is either step change or top of the cycle, and the second one is more likely. https://www.cnbc.com/2026/06/25/apple-macbook-ipad-price-hike-memory.html Bulls & Bears NVIDIA (NVDA) $25B Bond Sale Anchors the AI Debt-Finance Boom — First Bond Offering Since 2021; Joins Alphabet $80B, Amazon $27.5B, Meta $30B, Oracle Stack; Dan: "Locking In Cheap Capital While It Can" https://finance.yahoo.com/technology/ai/articles/nvidia-record-us-25-billion-131039687.html  Apple (AAPL) Falls −5%+ Thursday June 25 on Confirmed MacBook + iPad Price Hikes — Tim Cook RAM "Unsustainable" Comment Lands as Real Price Action; Apple Hikes Erase Micron-Driven Tech Rally Mid-Session; Memory Beneficiaries (SanDisk, Micron) Surge; Analysts "Mostly Nonplussed" https://tickerspark.ai/market/apple-inc-aapl-drops-5-3-as-price-hikes-spook-investors-1782399950638  Micron (MU) Q3 FY26 ACTUALS — Largest Beat in Company History; Revenue $41.46B (+346% YoY) Crushes $35.69B Consensus; Non-GAAP EPS $25.11 (+1,215% YoY) Beats $20.49; Record 84.9% Gross Margin (Higher Than NVIDIA); Q4 Guide $50B Midpoint vs $43B Consensus; Stock +18-19% Overnight to $1,242 https://www.nasdaq.com/articles/nvda-who-micron-blows-doors-q3-earnings-revs  Cerebras Systems (CBRS) Q1 ACTUALS — First Earnings Post-IPO; Revenue $193.4M Nearly Doubled YoY; 2026 Guide $855-$865M Beats $824M; BUT Gross Margins Forecast 38-41% (Down From 45% Q1, Half of NVIDIA + Micron); Stock −20% AH on Margin Compression; Sets Up Inference-Tier Margin Debate https://investors.cerebras.ai/news-releases/news-release-details/cerebras-systems-announces-strong-first-quarter-2026-results  

#高雄 正義站&黃線捷運計劃，平面車位3房全新完工 實品屋預約鑑賞中。正義站通勤南科，未來捷運串連衛武營、Lalaport。正義公園，風景入門廳 。陽明國中自由學區07-7801988 洽澄清路227號 https://sofm.pse.is/99uk7m -- #高雄 正義站&黃線捷運計劃，平面車位3房全新完工 實品屋預約鑑賞中。正義站通勤南科，未來捷運串連衛武營、Lalaport。正義公園，風景入門廳 。陽明國中自由學區07-7801988 洽澄清路227號 https://sofm.pse.is/99uk7m -- (裕富數位 | 吉速袋) 急用周轉 為你應援  線上申辦3步驟  資料齊全最快 5 分鐘  專人依序審核，最快當日撥款 前往了解更多: https://sofm.pse.is/9ct6wj (警語) 總費用年百分率約16.45%-23.97%。利率15.75%~15.99%，手續費1~2.5千元。詳參裕富官網。實際撥款時間與條件視審核而定。請謹慎理財。 －－－－以上為 SoundOn 動態廣告－－－－ AI熱潮持續席捲全球，科技巨頭市值屢創新高，不免讓人聯想到2000年的網路泡沫，究竟是歷史會重演，還是這次「真的不同」？當年不少dot-com企業純靠「本夢比」支撐，缺乏實質營收，而當前AI 巨頭已有強勁的獲利能力與現金流，是否代表目前的AI行情有更扎實的基本面支撐？還是市場仍存在估值過熱的風險？AI基礎建設規模迅速膨脹，企業競相擴建資料中心，會不會重演當年電信商大量鋪設光纖，導致頻寬嚴重過剩的慘劇？目前雲端算力需求強勁，但似乎尚未出現能引發大規模付費意願的殺手級應用，AI 產業變現效率跟上資本投資速度嗎？AI獨角獸企業的模型訓練成本與營運支出持續攀升，若提供資金的大型科技企業縮手，會不會對AI新創圈造成致命打擊？相較於2000年前後的低利率環境，此次AI 狂潮發生在相對高利率、資金成本升高的週期，將資金集中於少數 AI企業，是在追逐成長，還是尋求相對確定的投資標的？AI產業是否正形成更明顯的「大者恆大」格局？這會讓市場比過去更具穩定性，還是加劇未來市場修正時的風險？若AI產業未來一兩年內發生估值修正、甚至泡沫破裂，會是大崩盤，還是像網路泡沫後的「健康洗牌」？投資人現階段該如何看待AI概念資產配置？哪些市場訊號值得特別留意？精彩訪談內容，請鎖定@華視三國演議！ 本集來賓：#Miula #矢板明夫 主持人：#汪浩 以上言論不代表本台立場 #AI概念股 #泡沫化 #投資 #失業 電視播出時間

Michael welcomes Tom James, to discuss winning in a hyper-competitive hospitality market through counterintuitive strategy and team buy-in.Tom shares his 30-year hospitality journey, joining Bill's five years ago as operations director before becoming managing director, and describes the shift from an ops-only lens to leading cross-functionally with a two-year plan.Bill's distilled 257 actions into one message—“everyone leaves happy”—and made guest satisfaction the core KPI, built from reviews, surveys, and mystery diners, tying incentives to guest metrics rather than financial ones.He explains how visibility, consistent recognition, and culture drove adoption, alongside behind-the-scenes improvements to systems, booking, website, SEO, and cost controls. The turnaround included difficult restructuring and site closures, followed by renewed energy, cover growth, and a strong Christmas.They discuss change management, process discipline (why/who/what/how/when), technology and AI's potential, and Tom's leadership takeaways: headspace, networking, and investing in team growth.Connect with Tom:https://www.linkedin.com/in/tom-james-5388b256/https://bills-website.co.uk/Eps 23 Bill Collison - Founder of Bill'shttps://www.hospitalitymavericks.com/videos/23-the-bills-story-with-bill-collison/Connect with the podcastJoin the Hospitality Mavericks newsletterTune in via your favourite podcast platform - here More episodes for you to check out here A big thank you to our episode sponsor Monotree.They help hospitality operators strengthen operations and scale company culture by creating a "Branded Front Door" for your workforce.Head to their website to sign up.This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy

Traitors NZ Season 3 Week 4 Eps 7 & 8 Recap The We Know Traitors podcast is back as Pooya and Annabel Fidler unravel episodes 7 and 8 of Traitors New Zealand Season 3. As the game draws closer to the finale, strategies are tested and trust is in short supply. The conversation centers on critical turning points and the shifting fate of key players navigating suspicion and alliance fractures. Pooya and Annabel tackle the main storylines, starting with Keanu's mounting troubles as his alliance splinters and his decisions come under fire. They examine the fallout from the murder of Sam and the ongoing speculation around the strongest alliances in the game. Violette's self-driven gameplay and Dr. Debbie's uphill battle for credibility both take center stage, while Aaron, Chloe, Maria, and Marula's positions are scrutinized as potential faithful winners or last-minute traitor recruits. Discussion covers the most recent roundtables, failed votes, and challenge dynamics. Each twist making victory more elusive for the remaining cast. Key talking points explored: Keanu's controversial choice to target Sam, potentially sinking his own game while leaving his alliance exposed Violette's balancing act as a self-interested faithful, maneuvering strategically under growing suspicion Dr. Debbie's portrayal and social standing, from dodo music edits to her dramatic exchange with James Prediction of possible endgame scenarios: faithful splits, surprise recruitments, and who holds the numbers The evolving dynamic between Keanu and James, plus analysis of how recent challenges and shield twists shape the power balance As trust unravels and strategic paths narrow, who adapts and who falls prey to the shifting loyalties within the group? With alliances fraying, who secures a seat in the final and who faces banishment at the last hurdle? Catch the full episode for sharp analysis and bold predictions as Traitors New Zealand Season 3 approaches its thrilling conclusion! 00:00 Welcome and Season Stakes 06:14 Keanu's Clique Strategy Critiqued 12:25 Maria and Marula Murder Theories 18:27 James vs. Debbie Showdown 24:02 Keanu's Blunders: Sam’s Murder 29:47 Violette and Shield Lies Exposed 34:13 Marula's Dagger Eliminates James 40:39 Clique Cracks, Maria Challenges Keanu 46:38 Faithfuls' Endgame Predicted 52:18 Farewell to Fan Favorites How is your favourite faithful doing? Or do you cheer for the traitors? Let us know by tagging us on Twitter @RobHasAPodcast Never all our Traitors US recaps plus recaps from other versions around the world! LISTEN:  Subscribe to the Traitors Around the World podcast feed WATCH:  Subscribe to the podcast on YouTube SUPPORT:  Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks!

Traitors NZ Season 3 Week 4 Eps 7 & 8 Recap  The We Know Traitors podcast is back as Pooya and Annabel Fidler unravel episodes 7 and 8 of Traitors New Zealand Season 3. As the game draws closer to the finale, strategies are tested and trust is in short supply. The conversation centers on critical turning points and the shifting fate of key players navigating suspicion and alliance fractures. Pooya and Annabel tackle the main storylines, starting with Keanu's mounting troubles as his alliance splinters and his decisions come under fire. They examine the fallout from the murder of Sam and the ongoing speculation around the strongest alliances in the game. Violette's self-driven gameplay and Dr. Debbie's uphill battle for credibility both take center stage, while Aaron, Chloe, Maria, and Marula's positions are scrutinized as potential faithful winners or last-minute traitor recruits. Discussion covers the most recent roundtables, failed votes, and challenge dynamics. Each twist making victory more elusive for the remaining cast. Key talking points explored: Keanu's controversial choice to target Sam, potentially sinking his own game while leaving his alliance exposed Violette's balancing act as a self-interested faithful, maneuvering strategically under growing suspicion Dr. Debbie's portrayal and social standing, from dodo music edits to her dramatic exchange with James Prediction of possible endgame scenarios: faithful splits, surprise recruitments, and who holds the numbers The evolving dynamic between Keanu and James, plus analysis of how recent challenges and shield twists shape the power balance As trust unravels and strategic paths narrow, who adapts and who falls prey to the shifting loyalties within the group? With alliances fraying, who secures a seat in the final and who faces banishment at the last hurdle? Catch the full episode for sharp analysis and bold predictions as Traitors New Zealand Season 3 approaches its thrilling conclusion! 00:00 Welcome and Season Stakes06:14 Keanu's Clique Strategy Critiqued12:25 Maria and Marula Murder Theories18:27 James vs. Debbie Showdown24:02 Keanu's Blunders: Sam's Murder29:47 Violette and Shield Lies Exposed34:13 Marula's Dagger Eliminates James40:39 Clique Cracks, Maria Challenges Keanu46:38 Faithfuls' Endgame Predicted52:18 Farewell to Fan Favorites 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

Micron's (MU) posted a significant beat on EPS, revenue, margins, and guidance — all showing signs that AI memory demand isn't slowing down. Marley Kayden, Sam Vadas, and Alex Coffey offer more insight into all of the key metrics surrounding Micron's report immediately following its release as shares rally after hours. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Carnival (CCL) reported record revenue, profitability, and customer deposits, but the stock fell as analysts focused on a sharp reduction in second-half guidance. Assia Georgieva highlights CEO Josh Weinstein's conservative outlook and focus on pricing over occupancy, while Chris Wang points to an EPS beat, strong cost controls, and unhedged fuel costs as a potential catalyst if geopolitical tensions ease.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Carnival (CCL) beat on EPS but missed on sales and guidance expectations in earnings. Sam Vadas outlines what the report signifies for the greater cruise line industry. It's a more mixed picture in the retail space after Target (TGT) hits the bullseye with an upgrade while Home Depot (HD) gets hit by a downgrade. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

4 At 4 - 100 Lesser-Known CRYPTIDS of the United States with Steve Stockton Eps 1-4Become a supporter of this podcast: https://www.spreaker.com/podcast/missing-persons-mysteries--5624803/support.

"You don't have to go to the far ends of the earth, but I'm willing to do that for you, and tell you what I found," says Susan Orlean, bestselling author of several books, including her latest, Joyride: A Memoir.Look who's back! It's Susan Orlean, author of the memoir Joyride about her roller coaster career as a writer and journalist spanning decades from her time at Willamette Weekly here in Oregon to the summit of The New Yorker, from her first book Saturday Night to reaching bestseller heights with The Orchid Thief, Rin Tin Tin, and The Library Book. It's a book that braids her life story along with hard-earned writing wisdom.We talk about: Using notebook and pen over the recorder The quality of her attention Resilience What is it that clicks with her for a story Working through three regime of trust at The New Yorker The more you learn of the world the better Curiosity as a form of compassion Idea generation Her ‘best' rejection Why books loom larger for her There is no end to a story The breeding ground of jealousy Letting the reporting meander And Patreon questions!This episode pairs well with:Eps. 61, 121, and 281 with SusanEp. 500 with John McPheeEp. 514 with Tony RehagenFollow the show on Instagram @creativenonfictionpodcast and subscribe to my newsletters Pitch Club and Rage Against the Algorithm.

Welcome back to the PsynOpticz Psychedelics. This episode features Unlogicz from Italy — delivering a dynamic fusion of driving psychedelic rhythms, immersive atmospheres, and cutting-edge sound design crafted for peak-time dancefloor experiences.

Traitors NZ Season 3 Week 3 Eps 5 & 6 Recap Return to reality TV mayhem with Pooya and Annabel as they break down Season 3, Episodes 5 and 6 of The Traitors New Zealand. This double-episode recap captures the tension as alliances fracture and the game’s emotional stakes rise, with players facing both strategic blindsides and the unpredictability of banishments. Pooya and Annabel bring sharp analysis and personal insight, diving into the big questions around loyalty, leadership, and the price of playing boldly. Pooya and Annabel explore how predictable boots lead to new gameplay questions, including the fallout from parting gifts and shifting power within the house. They discuss polarised fan reactions, especially around Keanu’s contentious gameplay style and confidence in confessionals. The podcast highlights the growing divide between the so-called ‘hotties clique’ and the underdogs working to out-manoeuvre them, plus the emotional strain facing the cast, especially when family connections and prior suspicions collide. Key missions, shield grabs, and the politics of self-preservation all shape the week’s drama, with the hosts breaking down where each player stands and who is really in danger. Keanu’s controversial position as both a strategic traitor and a lightning rod for fan debate Maria's move to call out the clique, splintering alliances and changing house dynamics Dr. Debbie's blindside vote against her own son, Harrison, shaking up emotional loyalties Chloe defying her alliance's expectations, making a play that leaves her exposed Shield mission strategies, the ethics around drafting for safety, and who it really protects As shifting alliances and confident moves muddy the faithfuls’ path, new threats emerge, and the power balance is far from certain. Will Maria's quiet reads finally expose Keanu, or will the traitors’ social foothold secure their game? Tune in for a full rundown of strategy, social politics, and candid player analysis from The Traitors New Zealand Season 3. 00:00 Keanu Compared to Aussie Sam 06:35 Jill's Fate Sealed by Gift 11:20 Maria Outs the Power Clique 17:47 James Recruited as New Traitor 22:51 Dr. Debbie Blindsides Her Son 29:00 Clique Splinters After Harrison Vote 35:00 Michael’s Quiet Game Ends Abruptly 41:01 Chloe's All-In Betrayal Backfires 48:03 Death Match Looms: Dave vs. Sam 54:08 Final Four Speculations Begin 59:50 Strategic Shield Mission Drama 01:05:06 Shield Jealousy Targets Maria How is your favourite faithful doing? Or do you cheer for the traitors? Let us know by tagging us on Twitter @RobHasAPodcast Never all our Traitors US recaps plus recaps from other versions around the world! LISTEN:  Subscribe to the Traitors Around the World podcast feed WATCH:  Subscribe to the podcast on YouTube SUPPORT:  Become a RHAP Patron for bonus content, access to Facebook and Discord groups plus more great perks!

Traitors NZ Season 3 Week 3 Eps 5 & 6 Recap Welcome to RHAP's coverage of ALL the Traitors iterations from around the world, including New Zealand, Australia, and Canada. This week, hosts Pooya (@pooyaism) and Annabel Fidler (@annabelce) recap Season 3 Week 3. 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

美鳳姐天天喝的【補體素優蛋白EX】✅222增肌*關鍵：20g蛋白質、2倍**BCAA及維生素D✅義大利摩洛血橙：促進新陳代謝忙碌也能輕鬆補給，趁少年要保養

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

Ben and Tom discuss Oracle's 8% drop on a $40 billion capital raise plan and CapEx ballooning to $90-95 billion against just 6% EPS growth, the ECB hiking rates for the first time since 2023 to 2.25% into a sagging expansion, today's PPI print and 30-year auction, Rick Rieder's case for Fed cuts and fixed-income opportunities, OpenAI weighing drastic token price cuts to fend off Anthropic, and why Google's equity-funded AI buildout raises real questions about ROIC.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

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