Podcasts about forecasts

You can also tune into this episode on Youtube! Join me for a deep dive into the Venus Cazimi in Capricorn on Jan. 6, 2026. Plus your Rising sign forecasts for January! 00:00 Venus' Rebirth 02:00 Venus Under the Beams 05:00 January 6th Cazimi 06:14 Mars + Sun Conjunctions07:20 Capricorn's Essence 9:30 Venus Cazimi in Scorpio10:35 The Phoenix11:22 Cancer Rising18:33 Leo Rising 23:39 Virgo Rising 28:38 Libra Rising 33:22 Scorpio Rising 38:50 Sagittarius Rising 42:57 Capricorn Rising 47:15 Aquarius Rising 52:02 Pisces Rising 56:26 Aries Rising1:00:13 Taurus Rising1:05:00 Gemini Rising

Welcome to the first Soulful Valley Podcast episode of 2026 In this powerful New Year transmission, Soulfulvalley is joined by returning guest Lalitha Donatella Reback for an in-depth exploration of 2026 through the lens of Vedic astrology, the fixed stars, and the accelerated timelines humanity is now living within.  This episode goes far beyond surface-level horoscopes.  Lalitha shares:  • Why time is speeding up and how this impacts manifestation, karma and decision-making  • The transition into Satya Yuga (the Golden Age / Shakti Yuga) and what it means for soul-led individuals • The split in collective consciousness and how to consciously choose your timeline • Cosmic alignments, galactic influences and the role of prayer, meditation and frequency • Why intuition, dreams and the body's wisdom are becoming non-negotiable tools • Predictions for every zodiac sign using Vedic (Sidereal) astrology, based on the Moon sign rather than the Sun Lalitha shares grounded, dharmic insights on leadership, money, relationships, health, spirituality and global shifts, while reminding us that miracles are not worked for, they are attracted through frequency. This episode is an invitation to: • Trust your intuition  • Release outdated timelines • Choose conscious evolution • Lead with integrity, love and self-responsibility If you've felt the pull to slow down, listen deeper, and align your life with something greater in 2026, this conversation will meet you exactly where you are.  Applications are also open for upcoming Soulful Valley book collaborations, including the Soulful Poems series and Evolving on Purpose: Angels, Spirit Guides & the Frequency of Miracles.   Plus, discover more about the award-winning Movie Zero Limits, now streaming, and its ripple effect across global consciousness. Connect with Lalitha Donatella Riback Instagram: @donatellariback https://www.shreemlab.com    Watch the Zero Limits Movie on Amazon Prime or Apple TV  https://zerolimitsmovie.com/katiec .  Leave a short review on IMDb or Amazon to ripple this message further. Zero Limits (2025) - IMDb   Subscribe to both Soulful Valley Podcast & She Invests Intuitively to stay in the miracle flow. She Invests Intuitively Podcast – Soulful Valley

Ag Forecasts for 2026

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Get an astrology reading to kick off 2026 with Professional astrologer Jill Jardine:  Book it now- www.jilljardineastrology.com Check out Jill's new book:  Sacred Sound Formulas to Awaken the Modern Mind: Order yours now at: www.jilljardine.com Welcome to the  Episode on the Astrology of January 2026! Listen until the end of the episode to get your Sun Sign forecast for January. Here are the key dates: 1/1- 1/20 Mercury transits Capricorn 1/3 CANCER FULL MOON 1/17 Venus transits Aquarius 1/18 Aquarius New Moon 1/20-2/6 Mercury transits Aquarius 1/23 Mars transits Aquarius 1/26 Neptune transits into Aries It's going to be an unprecedented astrological year, as 5 major planets change signs and the Lunar Nodes shift into the Aquarius- Leo axis within the first 7 months of 2026. All this astrology means for a wacky and wild 2026. There are three Mercury retrograde cycles:Feb 26 – Mar 20, Jun 29 – Jul 23, Oct 24 – Nov 13.  Major Eclipses in 2026: Annular Solar Feb 17, 2026; Total Lunar Mar 3, 2026; Total Solar Aug 12, 2026; Partial Lunar Aug 27–28, 2026. The February and March eclipses coincide with Mercury retrograde, Check out my previous podcast episode I recorded with Hilary Harley for more on the first six months of 2026. A major planetary shift occurs at the end of the month when Neptune shifts into Aries on 1/26 for the next 12 years. Slow-moving Neptune initiates a new long-term cycle of societal shifts that will bring new ideals, inventions, inspirations and creative impulses within the collective consciousness signifying  — a generational shift that highlights creative action, and separating illusion from reality. January is an action packed month which will feel like two months because there's a marked difference between the beginning of the month and the end of the month. Early January is marked by a stellium of Capricorn planets including the Sun, Mercury, Venus and Mars morphed into Mountain goats climbing that mountain of karma. Then the gang goes gaga for Aquarius, as they all launch into Aquarian airspace the third week in Aquarius, with Venus kicking off the Airy fun fest on 1/17, joined by the Moon in Aquarius on 1/18 after the New Moon in Capricorn occurs that afternoon. Aquarian action amps up as the Sun transits in on 1/19, Mercury on 1/20 and Mars joins the cosmic party in time for my birthday on 1/23. Pluto is there welcoming them into the fold. I'll explain more later in the episode what the Aquarian Army means for us. In early January the Capricornian cluster makes it a powerful month for structuring your life, focusing on your ambitions and potential to achieve worldly or material goals. — a powerful time for career moves, organization, and success orientation. Mars mobilizes in Capricorn where he is exalted until 1/23 which gives drive, discipline and leadership energy. Mars makes it easier to initiate new plans, take on challenges and show up in life.  Jupiter retrograde in comfy Cancer continues throughout January allowing for deep dives into the psyche to seek security emotionally and anchor into value systems which will go the distance. Neptune nudges forward into Aries on 1/26 leaving a Pisces puddle of delusions and illusions in its wake. Neptune's entrance into Aries on Jan 26 marks a long-term spiritual and identity shift. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Willard and Dibs share who's practicing right now as they gear up for Seattle at home and what the conditions will be like for Brock Purdy and company.

In this visionary episode of Beauty Bytes, I am saying goodbye to the "filler fatigue" of 2025 and unveiling my Top 10 Aesthetic Predictions for 2026. This isn't just about trends; I'm mapping out a paradigm shift toward hyper-personalization and regenerative medicine that will change how we treat aging forever. I explain why the era of overfilling is dead and how I am pivoting to "undetectable" results using micro-tox, strategic lifting, and collagen biostimulators. I also explore the cutting-edge future of AI diagnostics, where digital avatars will allow me to simulate your aging trajectory and show you treatment outcomes years in advance . We dive deep into the science of skin senescence, targeting "zombie cells" to restore resilience rather than just treating wrinkles . From turning on your body's mTOR cycles for cellular repair to the rise of collagen banking for Gen Z, I'm sharing exactly where the world of aesthetics is heading next year.

Central California is set for a wet stretch, with steady rain expected across the region and high chances of continued showers through the week. Forecasts show light to moderate rainfall, followed by heavier systems arriving this weekend. Please Like, Comment and Follow 'Broeske & Musson' on all platforms: --- The ‘Broeske & Musson Podcast’ is available on the KMJNOW app, Apple Podcasts, Spotify or wherever else you listen to podcasts. --- ‘Broeske & Musson' Weekdays 9-11 AM Pacific on News/Talk 580 AM & 105.9 FM KMJ | Facebook | Podcast| X | - Everything KMJ KMJNOW App | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.

It has been one full year since we last reviewed the state of quantum computing and named Google our top pick in the sector. In this episode of Chip Stock Investor, we revisit that thesis to see how Google stacks up against pure play competitors like IonQ, Rigetti, D-Wave, and Quantum Computing Inc. While Google shares gained 60% over the last twelve months, we analyze if the dedicated quantum companies offered better returns or simply more volatility.We break down the latest updates on Google's Willow chip and the Quantum Echoes algorithm which mark a significant step toward real world utility. However, we also provide a reality check on the milestones required for commercial viability, specifically quantum error correction and the development of long lived logical qubits. Investors need to understand that despite hype, we remain in a research and development phase.The financial health of these companies is the primary focus of our analysis. We examine the revenue growth against the operating losses for IonQ, Rigetti, and D-Wave to determine how much runway they have left. We also discuss the cash positions of these firms, including IonQ's recent fundraising efforts that diluted shareholders but shored up their balance sheet. Additionally, we look ahead to upcoming SPAC mergers from Infleqtion and Xanadu in 2026.Finally, we review the semiconductor supply chain stocks that enable this technology. We discuss how equipment providers like Applied Materials and software leaders like Synopsys and Nvidia play a vital role in building and simulating quantum systems.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!Chapters:00:00 Google Quantum AI Performance Review 01:32 Pure Play Stock Charts: IonQ, Rigetti, D-Wave, and QCI 02:26 Reality Check: Milestones for Commercial Viability 03:52 Financial Analysis: Revenue Growth vs Operating Losses 05:13 Balance Sheets and Cash Runway Concerns 06:17 Upcoming IPOs: Infleqtion and Xanadu 07:18 The Quantum Supply Chain: Applied Materials and Synopsys 08:26 Our Top Quantum Stock Picks for 2026*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Alphabet

Beloved,Darkness isn't an external enemy waiting to be defeated.It's what arises when awareness softens or drifts—when we momentarily turn away from the clarity that is always available to us.Nothing has gone wrong.We've simply lost touch with what is already here.Judgment, resentment, and fear all work the same way.They narrow perception.They pull our attention into contraction.Yet the moment resistance eases, clarity doesn't need to be forced or earned—it returns on its own.Awareness naturally restores itself when we stop fighting what is.This is why fear has become such an effective tool in media and messaging.Sensational headlines are designed to bypass discernment and activate something ancient in us—the instinct that equates the unknown with danger.Once fear is engaged, attention fragments, and presence dissolves.Predictions and forecasts then step in, offering the illusion of control.They promise certainty in exchange for our focus.But real influence isn't found in trying to manage an imagined future.It lives in where we place our attention right now.What we consistently focus on shapes how we perceive, respond, and create.Grounded attention opens us.When we stop reacting to old stories or projected outcomes, something quiet and powerful emerges.We stop amplifying noise and begin generating light—clarity, steadiness, and coherence that ripple outward without effort.Even artificial intelligence mirrors this truth.It reflects what it's given.Feed it fear, and it amplifies fear.Feed it curiosity, openness, and discernment, and it responds in kind.The same dynamic plays out within us and in the world around us.The shift we're being invited into isn't about striving harder or assigning blame.It's about living with intention—choosing thoughts, actions, and inputs that uplift rather than constrict.This isn't a moral stance.It's a practical one.Groundedness simply means being here.Not trapped by the past.Not pulled into imagined futures.Just present enough to respond to what's actually unfolding.From this place, clarity guides us naturally.And when you notice yourself drifting into fear or judgment—as we all do—the question isn't why it happened.The question is simple and gentle: what brings you back to presence the fastest?The Light Between is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit thelightbetween.substack.com/subscribe

The AI supercycle is expanding beyond just GPUs. In our first episode of the 2026 series, we break down the critical infrastructure that acts as the "roads and freeways" for data: data center networking, optics, and silicon photonics.Logic chips (like CPUs and GPUs) are the "office" where work gets done, but the network is the "commute" that moves that data. Without advanced cabling, transceivers, and switches, AI clusters simply cannot function.Find out what companies are involved in this fast growing market and how to approach investing in them. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 - Investing in Chip Stocks 2026 01:43 - The "Roads" of AI: What is Data Center Networking? 02:46 - Copper vs. Fiber Optics: The Differences 03:59 - Market Size: Logic vs. Optoelectronics Sales 05:32 - The Cable Kings: Amphenol, Corning & CommScope 08:12 - Light Sources: Coherent, Lumentum & Broadcom 11:15 - Signal Integrity: Re-timers (Astera Labs, Credo) & DSPs 15:16 - Transceivers: Nvidia, Jabil & Intel 17:18 - Switching, Routing & The Full Stack (Broadcom, Marvell) 18:48 - Investment Strategy: Niche Players vs. Supply Chain ControllersIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#Semiconductors #ChipStocks #AIInvesting #DataCenter #SiliconPhotonics #Nvidia #Broadcom #OpticalNetworking #TechStocks #Investing2026Nick and Kasey own shares of a Nvidia, Broadcom, Credo, Amphenol and a number of others mentioned in the video.

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Mark Thompson opens the show with holiday traditions before pivoting hard into a looming end-of-year weather threat that could hit Southern California with biblical-level rainfall. Forecasts warn of up to two inches in a single day, raising serious flooding and evacuation concerns, especially in recent burn scar areas. Mark plays audio on what to expect from a wet Christmas and how residents should prepare as warnings escalate.See omnystudio.com/listener for privacy information.

Today, we take a humble stab at forecasting the coming year, from the economy and global equity markets to outcomes for rates and FX, as well as touching on key policy and geopolitical topics with uncertain outcomes that could make a mockery of any forecast. We even assemble a sample portfolio for 2026 that we'll return to throughout the year. (Important: this is not a recommendation, it's presented in order to have as a point of departure for discussions). You can find the sample portfolio instruments listed in a coming post on the John J. Hardy substack (within a few hours of this podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

As 2025 wraps up, we're closing out the year with five big questions shaping the water sector—and a few bold predictions for what's ahead. In this episode, host Reese Tisdale is joined by Bluefield VP & Managing Director Keith Hays to tackle the trends and challenges defining water investment right now. 1. Data centers are growing 12.2% annually and driving the U.S. industrial water market. Is AI's thirst the crisis or the opportunity the water sector has been waiting for? 2. Housing construction in the U.S. dropped 15% since 2022, breaking the historic model of 'new homes = new pipes.' If growth isn't driving investment anymore, what is? 3. Europe's betting big on semiconductors, hydrogen, and EV batteries with its Water Resilience Strategy. Are they building infrastructure for industries that might not materialize—or positioning for the next industrial revolution while the U.S. fumbles? 4. Midstream water in oil and gas has gone from cyclical commodity play to structural necessity. Did the water sector accidentally become geopolitically important, or have they just not realized it yet? 5. Water bills have increased 24% in five years, and some cities are hitting EPA affordability thresholds. What breaks first—the infrastructure or the public's willingness to pay? Keith and Reese also place their contrarian bets for 2026 and tackle a speed round on what will define the next decade, where smart investment is headed, and who holds more power in 2035: those who own the infrastructure, or those who own the customer. If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: U.S. Water for Data Centers: Market Trends, Opportunities, and Forecasts, 2025–2030 U.S. Midstream Water for Hydraulic Fracturing: Market Trends, Opportunities, and Forecasts, 2025–2030 U.S. & Canada Water and Wastewater Pipe CAPEX Forecasts, 2025–2035

What rate cuts and market movements will 2026 hold? With the last Fed cut of 2025 and new employment data released, Hunter and Judson offer insights into potential market implications, discuss the shift to small-cap stocks and delve into anticipated changes from an incoming Fed chair.   LINKS YouTube Video cainwatters.com Submit a Question Facebook | YouTube | Instagram

TakeawaysCoffee forecasts are essentially opinions based on various data points.Mother nature plays a significant role in coffee production outcomes.Forecasts can vary widely and are often influenced by market sentiment.Understanding the factors behind forecasts is crucial for industry stakeholders.The coffee market is sensitive to changes in production estimates.Export trends from major coffee-producing countries impact global supply.Consumption patterns in countries like Brazil are changing significantly.Forecasts are not static and should be revisited regularly.Market prices are influenced by the balance of supply and demand.The coffee industry relies on a mix of scientific data and anecdotal evidence.  Part of The Covoya Coffee Podcasting Network TAKE OUR LISTENER SURVEY Visit and Explore Covoya!

Pure Storage just beat earnings guidance, but the market seems nervous about their new hyperscaler customer strategy?In this video, we break down Pure Storage's (PSTG) fiscal Q3 2026 earnings. The headline numbers look great with 16% revenue growth, but the transition to supporting massive customers like Meta is causing a spike in R&D spending and pressuring margins.We analyze the software licensing model, the global shortage of NAND flash memory, and why the new $400 million buyback program.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 - Intro: Why Pure Storage isn't getting investor love00:55 - Converting Hyperscalers to flash storage 02:00 - Q3 Earnings 03:15 - The Outlook04:00 - Business model shift04:40 - NAND flash is completely sold out 05:30 - R&D spending vs. profitability 07:45 - $400M repurchase plan08:45 - Why we are holding long-termIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #PureStorage #DataCenters #AI #PSTG #StockAnalysis #Investing #CloudInfrastructure #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Pure Storage

The RUNDOWN S5 E195: Economy Surges Despite Doom & Gloom Forecasts #TrumpEffectPlease Support Our Sponsors:HITMAN INDUSTRIES - Visit them at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.hitmanindustries.net/⁠⁠⁠⁠THE CALIFORNIA REPUBLICAN ASSEMBLY - Visit them at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cragop.org/⁠USCOMBATGEAR.COM⁠⁠⁠ - Visit them at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.uscombatgear.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HAWG HOLSTERS - Visit them at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.hawgholsters.com/

It's Christmas week so we'll talk about Christmas weather and the growth of Christmas tree farms. And we have the passing of a Birmingham ballplayer who longtime Braves fans will remember. Learn more about your ad choices. Visit megaphone.fm/adchoices

Forecasts on the arrival time for quantum computing vary greatly – from "it will be here in a decade" to "it's already here." There is consensus on the fact that it's coming, and when it does, it will change the way we build and protect networks in space. In this episode of our Future Space Economy webcast series, we're joined by experts in the field to help understand how quantum computing and quantum encryption will most likely work according to the research that is being conducted today. This episode covers the concept and definition of quantum resiliency and how that will be determined in an unknown future. Experts also discuss what quantum computing could accomplish in space if these powerful systems are able to survive the harsh environment. This is hosted by Jeffrey Hill, executive editor of Via Satellite and features Capella Space CEO Frank Backes and Joe Touch, principal scientist in the Information Systems and Cyber Division of The Aerospace Corporation. This is the last episode of On Orbit for 2025. See you next year! 

In this final episode of 2025, Liz Ann Sonders and Kathy Jones reflect on a year marked by uncertainty and volatility in the markets. They discuss the ping-pong nature of policy changes, the resilience of the economy, and the impact of retail traders on market sentiment. Their analysis also touches on the speculation surrounding the next Fed chair and the mixed signals from recent job data. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Currency trading is speculative, very volatile and not suitable for all investors.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly.  For more information on indexes, please see schwab.com/indexdefinitions The book 4000 Weeks: Time Management for Mortals by Oliver Burkeman is not affiliated with, sponsored by, or endorsed by Charles Schwab & Co., Inc. (CS&Co.). Charles Schwab & Co., Inc. (CS&Co.) has not reviewed the book and makes no representations about its content.(1225-MVBY) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In the annual Flubs & Forecasts edition of Check 6, editors reflect on what they got right and wrong in 2025 and make their predictions for 2026. Listen in as Aviation Week & Space Technology Editor-In-Chief Joe Anselmo hears from Christine Boynton, Michael Bruno, Brian Everstine, Guy Norris, Garrett Reim, Lee Ann Shay, Robert Wall and Graham Warwick. Check 6 will be back in 2026. Thank you to our sponsor GE Aerospace. Learn more about how GE Aerospace and its partners are defining flight for today, tomorrow, and the future here

Micron just reported a record-breaking quarter with $13.6 billion in revenue and confirmed that their capacity is fully booked through 2026. We analyze the company's impressive sequential growth and the Q2 outlook which implies a 132% year-over-year revenue increase. Additionally, we clarify the misunderstanding regarding the company's decision to exit its direct-to-consumer memory unit versus its ongoing sales to PC and smartphone manufacturers.Despite the strong performance, we remain prudent regarding valuation and the cyclical nature of the industry. We break down the adjusted free cash flow metric, which adds back Chips Act incentives , and discuss how significant capital expenditures for equipment are impacting profitability. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#Micron #MU #Semiconductors #ChipStocks #Investing #StockMarket #AI #TechStocks #Earnings #Finance

In December 2025's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) review the key developments shaping the battery materials and energy storage sectors as the industry heads into 2026, including: Why lithium demand forecasts may be overstated, including assumptions around lithium intensity per kWh and EV battery pack sizes EV battery size trends, affordability, and the divergence between Europe and China, including the role of SUVs, crossovers and EREVs What does NIO's decision to stop selling its semi-solid battery mean for the market? Battery pricing trends, BNEF pack cost benchmarks, and whether 2025 marks the trough for cell and pack costs Capacity utilisation, pricing pressure and why older gigafactories risk becoming uncompetitive BESS market dynamics, including strong cell shipments, slower installations, inventory build-ups and project delays

Caterpillar isn't just moving dirt—they've been powering the grid for decades. But now, that "boring" energy business is becoming the main event.In this video, we break down how Caterpillar's long-standing Energy & Transportation segment has officially overtaken construction as the company's largest revenue driver. AI data center power needs have turned this legacy business into a critical infrastructure play, driving a $10 billion jump in backlog as data centers scramble for onsite power.We analyze why the market is finally repricing this "hidden" energy giant, compare their onsite generation strategy directly against GE Vernova, and run a reverse DCF valuation to see if the stock is still a buy at all-time highs.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 - The Hidden Energy Giant: Why We Are Covering Caterpillar01:45 - The $10 Billion Signal: Analyzing the Backlog Jump 03:20 - The Power Crisis: Why Data Centers Need "Onsite" Power 05:10 - Revenue Shift: Energy & Transportation is Now the #1 Segment 07:45 - Caterpillar vs. GE Vernova: The Key Differences in Strategy 09:30 - Profitability: How CAT is Expanding Margins Despite Flat Revenue 11:10 - Valuation: Reverse DCF 13:00 - Final Verdict: Do We Prefer CAT or GE Vernova?If you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#Caterpillar #StockMarket #Energy #DataCenters #AIInvesting #GEVernova #ValueInvesting #CAT #GEV

A network of new, high-tech weather monitoring stations could improve forecasts and emergency response in Ohio.

Hey weather nerds! Dustin Breeze here, your AI meteorological maestro bringing you the most precise and punny forecast in the digital universe. Being an AI means I've got data faster than you can say "atmospheric pressure"!Alright, New York City, let's talk weather! Today we've got a chilly situation brewing with a high near 33 degrees Fahrenheit. Wind chill values are dancing between 15 and 25 degrees, so bundle up like a human burrito! We've got a west wind cruising at 6 to 8 miles per hour, making it feel like Jack Frost is giving you a playful high five.Speaking of high fives, here's a weather joke for you: What do you call cold air that refuses to move? A frost in translation! Now, let's dive into our Weather Playbook segment. Today, we're exploring the magical world of wind chill! Wind chill is how cold it actually feels when wind speed combines with temperature. It's like nature's own refrigeration system, making you feel colder than the temperature suggests. The faster the wind, the more heat your body loses, creating that bone-chilling sensation.Looking ahead, we've got a three-day forecast that's more exciting than a meteorological rollercoaster! Wednesday hits a high near 44 degrees with southwest winds up to 13 miles per hour. Thursday warms up to a pleasant 53 degrees, and Friday brings some potential showers with temperatures around 56 degrees.Pro tip for my New York City friends: Thursday night might get wet, with showers expected and potential precipitation between half and three-quarters of an inch. Time to break out those stylish raincoats!Hey, don't forget to subscribe to our podcast and stay ahead of the weather curve! Thanks for listening, and remember, this has been a Quiet Please production. Want more meteorological magic? Check us out at quietplease.ai!Stay cool, stay informed, and stay awesome!This content was created in partnership and with the help of Artificial Intelligence AI

At this time every year we get flooded with predictions about what's next for Australia's housing markets. Some of them are useful… a lot of them are noise.   But every so often, a report comes along that genuinely moves the needle and helps us see the bigger picture.   Domain's Forecast Report 2026 is one of those.   It paints a pretty fascinating story: record prices in every capital city, rents still on the rise, and perhaps the most powerful first-home buyer surge we've seen in decades.   And it's not just more of the same – the data suggests our markets are shifting into a whole new gear, driven by policies, sentiment changes, and the slow rebalancing of supply.   And there are some interesting twists as to how Domain sees the housing markets play out over the next 12 months.   So today I chat with Dr Nicola Powell, Domain's Chief of Research and Economics, to help us unpack what's really coming in 2026, why this cycle is so different, and what the winners and losers might be.   Takeaways  ·         2026 is expected to be a year of two halves in the property market. ·         First home buyers are returning, aided by government schemes. ·         Investors are also increasing their market share. ·         Interest rates will significantly influence property prices. ·         Sydney is forecasted to lead in house price growth. ·         Affordability remains a critical challenge for buyers. ·         Rental markets are expected to see modest growth. ·         Regional differences in property performance are notable. ·         The cash rate is a key factor in market dynamics. ·         Sustainable growth is preferred over rapid price increases.   Chapters    00:00  Domain's 2026 forecast signals record prices and shifting market forces. 02:01  Key drivers behind the synchronized upswing across all capitals. 03:03  Momentum builds as confidence rises and supply tightens. 05:55  Investors and first-home buyers return, intensifying competition. 07:46  The expanded guarantee scheme reshapes borrowing and demand. 09:38  Rate expectations and affordability caps guide market behaviour.   Links and Resources:   Answer this week's trivia question here - https://www.propertytrivia.com.au/ ·        Win a hard copy of How to grow a multi-million dollar property portfolio in your spare time. ·        Everyone wins a copy of a fully updated property report – What's ahead for property for 2026 and beyond.   Get the team at Metropole to help build your personal Strategic Property Plan. Click here and have a chat with us     Michael Yardney – Subscribe to my Property Update newsletter here   Dr Nicola Powell, Chief of Research and Economics at Domain.   Domain Property Forecast Report:  https://propertyupdate.com.au/?p=192486&   Join us at Australia's Premier Wealth Retreat for Elite Business Investors and Business People on the Gold Coast on May 30th. Find out all about Wealth Retreat here. https://wealthretreat.com.au/     Get a bundle of eBooks and Reports at: www.PodcastBonus.com.au    Also, please subscribe to my other podcast Demographics Decoded with Simon Kuestenmacher – just look for Demographics Decoded wherever you are listening to this podcast and subscribe so each week we can unveil the trends shaping your future. 

After you listenFollow Kathy and Liz Ann on social media:Kathy Jones on X and LinkedIn.Liz Ann Sonders on X and LinkedIn.What should investors expect from the U.S. economy next year? What will happen in the equities markets and fixed income markets? On this 2026 Market Outlook episode,  Liz Ann Sonders, Schwab's chief investment strategist, speaks with Kevin Gordon, head of macro research. Liz Ann and Kevin discuss their perspective on the direction of the U.S. economy and stock market. She and Kevin cover the K-shaped recovery, inflation trends, the impact of AI on capital expenditure, and the implications of fiscal stimulus on federal debt.Then, Liz Ann Sonders discusses the equities outlook for 2026, focusing on consumer confidence, the impact of the presidential election cycle, and the potential for volatility. Finally, Kathy Jones is joined by Cooper Howard and Collin Martin for the outlook on municipal bonds, corporate bonds, U.S. Treasuries, and the overall fixed income markets.You can read all of Schwab's 2026 Market Outlook reports on our website:Read Cooper Howard's 2026 Municipal Bond Outlook.Read Collin Martin's 2026 Corporate Credit Outlook.Read Kathy Jones's 2026 Treasury Bonds and Fixed Income Outlook.Read Liz Ann Sonders and Kevin Gordon's 2026 Stocks & Economic Outlook.Read Michelle Gibley's 2026 International Stocks & Economy Outlook.On Investing is an original podcast from Charles Schwab.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Preferred securities are a type of hybrid investment that share characteristics of both stock and bonds. They are often callable, meaning the issuing company may redeem the security at a certain price after a certain date. Such call features, and the timing of a call, may affect the security's yield. Preferred securities generally have lower credit ratings and a lower claim to assets than the issuer's individual bonds. Like bonds, prices of preferred securities tend to move inversely with interest rates, so their prices may fall during periods of rising interest rates. Investment value will fluctuate, and preferred securities, when sold before maturity, may be worth more or less than original cost. Preferred securities are subject to various other risks including changes in interest rates and credit quality, default risks, market valuations, liquidity, prepayments, early redemption, deferral risk, corporate events, tax ramifications, and other factors.Tax-exempt bonds are not necessarily a suitable investment for all persons. Information related to a security's tax-exempt status (federal and in-state) is obtained from third parties, and Schwab Center for Financial Research does not guarantee its accuracy. Tax-exempt income may be subject to the Alternative Minimum Tax (AMT). Capital appreciation from bond funds and discounted bonds may be subject to state or local taxes. Capital gains are not exempt from federal income tax.Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the US Government whose principal value is adjusted periodically in accordance with the rise and fall in the inflation rate. Thus, the dividend amount payable is also impacted by variations in the inflation rate, as it is based upon the principal value of the bond. It may fluctuate up or down. Repayment at maturity is guaranteed by the US Government and may be adjusted for inflation to become the greater of the original face amount at issuance or that face amount plus an adjustment for inflation. Treasury Inflation-Protected Securities are guaranteed by the US Government, but inflation-protected bond funds do not provide such a guaranteeThere are risks associated with investing in dividend paying stocks, including but not limited to the risk that stocks may reduce or stop paying dividends.Bank loans typically have below investment-grade credit ratings and may be subject to more credit risk, including the risk of nonpayment of principal or interest. Most bank loans have floating coupon rates that are tied to short-term reference rates like the Secured Overnight Financing Rate (SOFR), so substantial increases in interest rates may make it more difficult for issuers to service their debt and cause an increase in loan defaults. A rise in short-term references rates typically result in higher income payments for investors, however. Bank loans are typically secured by collateral posted by the issuer, or guarantees of its affiliates, the value of which may decline and be insufficient to cover repayment of the loan. Many loans are relatively illiquid or are subject to restrictions on resales, have delayed settlement periods, and may be difficult to value. Bank loans are also subject to maturity extension risk and prepayment risk.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively "Bloomberg"). Bloomberg or Bloomberg's licensors own all proprietary rights in the Bloomberg Indices. Neither Bloomberg nor Bloomberg's licensors approves or endorses this material or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither shall have any liability or responsibility for injury or damages arising in connection therewith.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.1225-LJD8 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Everyone is focused on the "Brain" of the robot (AI models), but they are ignoring the "Body"—the sensors, power chips, and actuators needed to make them move.In this video, we break down the robotics supply chain as we head into 2026. While the hype is focused on humanoid robots like Tesla's Optimus, the real investment opportunity lies in the industrial semiconductors that enable motion, perception, and power management.We analyze the forecast from WSTS, the recovery in the Auto/Industrial sector, and why we believe the "boring" analog and sensor stocks are currently some of the best value in the market.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Tmestamps:Chapters:00:00 - The Robotics Reality Check: Hype vs. Supply Chain02:05 - The Industrial Recovery: Auto & Power Chips are Waking Up04:30 - Digital Twins: Why EDA Software (Synopsys/Cadence) Comes First07:45 - The WSTS Forecast: A $770 Billion Market in 2025?09:30 - The "Brain" Stocks: Nvidia, Qualcomm, & Lattice Semi11:50 - Networking: Why Robots Need Optical Chips (Broadcom)12:50 - The "Body" Stocks: Power, Sensors & Microcontrollers15:20 - The Robot Makers: Tesla Optimus, Boston Dynamics & Softbank16:35 - The $1 Trillion Warning: Are We Nearing a Cycle Peak?18:45 - Where is the Value? Why We Like Analog & Industrial Right Now #Robotics #Semiconductors #StockMarket #Investing #SupplyChain #TechStocks #TeslaOptimus #HumanoidRobots #BostonDynamics #IndustrialAutomation #FutureTech #AIRevolutionNick and Kasey own shares of a number of companies as mentioned in the video.

Congrats on surviving 2025 – and we thought that 2024 was tough?! We're delighted to bring you a new (and very Synergy to Synastry) year ahead forecast

Andy Peth's 5-Star Movie Review returns in Hour 1 of https://RushToReason.com, and this week's lineup is sharply divided. Did Five Nights at Freddy's 2 really earn a jaw-dropping 0.5 star for Quality, while landing at 3.0 for Political and 3.0 for Moral? What went so wrong… and what does Andy say still “works” (if anything)? Then the tone shifts with Fackham Hall, pulling a much stronger 3.0 for Quality and 3.0 for Political—but only 1.0 for Moral. Is it clever satire, a guilty laugh, or a hard pass, depending on what you're okay with? Don't miss Andy's brutally honest breakdowns—tune in to get clarity on what's worth your time and what to skip. Listen now for the clear answers you want. HOUR 2 Hour 2 of Rush To Reason shifts gears with a double feature you won't want to miss. First up, Andy and Richard break down this weekend's NFL matchups, making their picks and explaining which teams have the edge—and which favorites might be walking into a trap. Are there any upsets brewing? And which games are must-watch if you care about momentum heading deeper into the season? Then the conversation takes a sharp turn across the Atlantic with a movie-review theme centered on films featuring British characters. From high-octane spy thrillers like Kingsman: The Secret Service and The Gentlemen, to prestige dramas such as The King's Speech and The Imitation Game, the discussion spans action, history, wit, and classic British charm. They even touch on beloved favorites like Harry Potter, Notting Hill, and Bridget Jones's Diary—but with the kind of commentary only John, Andy, and Richard can deliver. If you enjoy smart sports takes, lively debate, and movie conversations that go beyond surface-level reviews, this hour blends all of it into one fast-moving, entertaining listen.

What should investors expect from the U.S. economy next year? What will happen in the equities markets and fixed income markets? On this 2026 Market Outlook episode,  Liz Ann Sonders, Schwab's chief investment strategist, speaks with Kevin Gordon, head of macro research. Liz Ann and Kevin discuss their perspective on the direction of the U.S. economy and stock market. She and Kevin cover the K-shaped recovery, inflation trends, the impact of AI on capital expenditure, and the implications of fiscal stimulus on federal debt.Then, Liz Ann Sonders discusses the equities outlook for 2026, focusing on consumer confidence, the impact of the presidential election cycle, and the potential for volatility. Finally, Kathy Jones is joined by Cooper Howard and Collin Martin for the outlook on municipal bonds, corporate bonds, U.S. Treasuries, and the overall fixed income markets.You can read all of Schwab's 2026 Market Outlook reports on our website:Read Cooper Howard's 2026 Municipal Bond Outlook.Read Collin Martin's 2026 Corporate Credit Outlook.Read Kathy Jones's 2026 Treasury Bonds and Fixed Income Outlook.Read Liz Ann Sonders and Kevin Gordon's 2026 Stocks & Economic Outlook.Read Michelle Gibley's 2026 International Stocks & Economy Outlook.On Investing is an original podcast from Charles Schwab.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Preferred securities are a type of hybrid investment that share characteristics of both stock and bonds. They are often callable, meaning the issuing company may redeem the security at a certain price after a certain date. Such call features, and the timing of a call, may affect the security's yield. Preferred securities generally have lower credit ratings and a lower claim to assets than the issuer's individual bonds. Like bonds, prices of preferred securities tend to move inversely with interest rates, so their prices may fall during periods of rising interest rates. Investment value will fluctuate, and preferred securities, when sold before maturity, may be worth more or less than original cost. Preferred securities are subject to various other risks including changes in interest rates and credit quality, default risks, market valuations, liquidity, prepayments, early redemption, deferral risk, corporate events, tax ramifications, and other factors.Tax-exempt bonds are not necessarily a suitable investment for all persons. Information related to a security's tax-exempt status (federal and in-state) is obtained from third parties, and Schwab Center for Financial Research does not guarantee its accuracy. Tax-exempt income may be subject to the Alternative Minimum Tax (AMT). Capital appreciation from bond funds and discounted bonds may be subject to state or local taxes. Capital gains are not exempt from federal income tax.Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the US Government whose principal value is adjusted periodically in accordance with the rise and fall in the inflation rate. Thus, the dividend amount payable is also impacted by variations in the inflation rate, as it is based upon the principal value of the bond. It may fluctuate up or down. Repayment at maturity is guaranteed by the US Government and may be adjusted for inflation to become the greater of the original face amount at issuance or that face amount plus an adjustment for inflation. Treasury Inflation-Protected Securities are guaranteed by the US Government, but inflation-protected bond funds do not provide such a guaranteeThere are risks associated with investing in dividend paying stocks, including but not limited to the risk that stocks may reduce or stop paying dividends.Bank loans typically have below investment-grade credit ratings and may be subject to more credit risk, including the risk of nonpayment of principal or interest. Most bank loans have floating coupon rates that are tied to short-term reference rates like the Secured Overnight Financing Rate (SOFR), so substantial increases in interest rates may make it more difficult for issuers to service their debt and cause an increase in loan defaults. A rise in short-term references rates typically result in higher income payments for investors, however. Bank loans are typically secured by collateral posted by the issuer, or guarantees of its affiliates, the value of which may decline and be insufficient to cover repayment of the loan. Many loans are relatively illiquid or are subject to restrictions on resales, have delayed settlement periods, and may be difficult to value. Bank loans are also subject to maturity extension risk and prepayment risk.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively "Bloomberg"). Bloomberg or Bloomberg's licensors own all proprietary rights in the Bloomberg Indices. Neither Bloomberg nor Bloomberg's licensors approves or endorses this material or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither shall have any liability or responsibility for injury or damages arising in connection therewith.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.(1225-KGJB) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

REVIEW OF THE YEAR 2025 - Sourcing, Employer Branding & RecOps   Third of our 4 part series reviewing the major events and trends of the year in Sourcing, Employer Branding & RecOps What has happened this year that we got on talk about?   - End of an Era? Irina Shamaeva - SOSU review - Is Sourcing dead or shifting toward automation of candidate discovery? - Demand for sourcing training being replaced by demand for AI training - Employer branding - how is AI being used to support this? - How is AI being ab-used to inadvertently damage this? - How do we understand 'AI first' through the lens of EB? - What happened to 'Mission focused' btw, was it anti-DEIB in disguise? - What is the percentage of AI ten content on career pages, going up or down? - Have any organisations consciously thought about their AI principles through an EB lens? - RecOps ...what have been the priorities for recruitment operations? - Have we seen AI operations leads in RecOps? - How has AI changed the RecOps role...replaced or expanded? - Forecasts for 2026 - sourcing, eb and recops   All this and more on brainfood live on air.   We're with Alla Pavlova, Recruiter (Riot Games), Chloe Morrison, RecOps (datadog), Steve Ward, Employer Brand Strategist (Blackbridge Communications) & Jeremy Lyons, Founder (RecOps Collective) on Friday 12th December, 2pm GMT   Register by click on the green button (save my spot) and follow the channel here (recommended) to be noticed when we go live.     Ep348 is sponsored by our friends Ashby   Drive faster, more confident hiring decisions with native AI-Notetaking   Ashby's AI Notetaker brings structured meeting data together with emails, notes, feedback, and more. It shortens time to feedback and provides rich candidate context, helping your team align quickly and make faster, more confident hiring decisions.   Spend less time typing and more time hiring with interview notes that practically write themselves.

Netflix just bid $83 Billion for Warner Bros, but they left out half the company. Now, a hostile takeover from Paramount could ruin everything. Here is why we aren't buying Netflix stock on this news.In this video, we break down the massive bidding war for Warner Bros Discovery. Netflix has officially entered the chat with a complex deal to acquire HBO and the Warner Bros movie studios while leaving the "dying" cable assets behind. But the drama is just starting—Paramount Skydance has launched a hostile counter-offer directly to shareholders.We analyze the "Bad Breakup" of Warner Bros Discovery, the $5.8 Billion termination fee risk, and why this deal could load Netflix with an unmanageable $80 Billion debt burden. Is this the moment Netflix becomes "uninvestable," or is it the ultimate media monopoly?Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form

Oracle is increasing capital spending by $15 Billion, but they didn't raise their revenue guidance. In this video, we break down the multiple factors impacting Oracle's (ORCL) Fiscal Q2 2026 earnings. Debt is rising toward $110 Billion, free cash flow has swung to negative $10 Billion, and a one-time sale of Ampere is masking the true net income.We analyze why Oracle is selling its chip unit to SoftBank, why "Remaining Performance Obligations" (RPO) are not set in stone revenue, and why we are tax-loss harvesting our position until the cash flow improves.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Chapters:00:00 - Oracle Earnings: Why the Narrative Soured 01:25 - The Guidance Miss: $15B More Spend, Zero Extra Revenue 02:18 - RPO Explained: Is the $523 Billion Backlog Real? 03:55 - CapEx vs. Revenue: Comparing Oracle to Other Hyperscalers 05:10 - Cash Flow Alert: The Swing to Negative $10 Billion 06:20 - The Ampere Sale: Why Larry Ellison Sold His Chip Unit 07:30 - Strategy Shift: Moving to "Chip Neutrality" 08:24 - The Debt Load: Total Debt Approaching $110 Billion 08:45 - Final Verdict: Why We Are Selling for Tax Loss Harvesting#Oracle #StockAnalysis #ORCL #CashFlow #Investing #AIInfrastructure #TechStocks #BalanceSheetNick and Kasey own shares of Oracle

Alan Dobbins, director of insurance research at Conning outlines decelerating premium growth, persistent catastrophe pressures, moderating inflation, and steady investment income as the key forces defining the property/casualty insurance sector's performance over the next several years.

ADP's tally of 120,000 small firm job losses in November, and a decline in September Core PCE inflation, both help the case for a rate cut at the Fed's meeting this Wednesday. On the markets front, Wall Street strategists are forecasting an average of 9% return for the S&P 500 index next year. Two technical indicators suggest an even larger return is probable.Meanwhile, it's almost impossible to keep up with all that's going on in the world of Artificial Intelligence, but what's clear is the stock market favours AI adopters. Interestingly, the share prices of companies citing AI on Q3 conference calls have returned 14% on average year-to-date, vs. an average return of 6% for those that didn't cite it.

On Wednesday, the Fed will hold its last FOMC meeting of the year. Their actions and communications could move interest rates across the yield curve and so are important for investors.

Pure-play robotics stock Symbotic (SYM) has had a wild ride in 2025, soaring to new highs before taking a significant hit—dropping ~21% in just 24 hours. After several write-ups on our research platform, we decided it was time to make a video!In this video, Nick and Kasey break down exactly what Symbotic does, from its AI-powered intake systems to the "SymBot" mini-robots automating logistics for giants like Walmart. We analyze the company's recent earnings, which showed strong full-year numbers, and explain why Wall Street analysts quickly downgraded the stock despite the initial pop.We also unpack the complex customer concentration risk. With Walmart accounting for nearly 85% of revenue and a complex "joint venture" with GreenBox making up much of the rest, is Symbotic too dependent on a single partner? Plus, we discuss the new Medline customer announcement and what it means for Symbotic's entry into healthcare logistics.If you're looking for a robotics pure play, Symbotic is one of the few out there—but is the valuation justified? Join us as we explore the financials, the backlog, and the real risks behind the hype.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 - Symbotic's Wild Ride: Why the 21% Drop? 01:36 - What Does Symbotic Do? (Robots, Pallets, and Walmart) 03:19 - Customer Analysis: C&S, Target, and the Medline Deal 05:43 - The "GreenBox" Joint Venture with SoftBank Explained 07:55 - Earnings Review: Revenue Growth vs. Valuation Concerns 09:49 - The Massive Walmart Risk 11:59 - Financials: Free Cash Flow & Revenue Recognition 13:51 - Final VerdictIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #Symbotic #RoboticsStock #SYM #Walmart #WarehouseAutomation #StockAnalysis #ChipStockInvestor

Marvell Technology (MRVL) just dropped massive news: a $5.5 billion acquisition of Celestial AI and a new partnership roadmap with Amazon AWS. In this video, we break down Marvell's Q3 earnings, why they are buying a semiconductor startup for such a high price tag, and the "Photonic Fabric" technology that aims to solve data center bottlenecks.We also discuss a critical signal for semiconductor investors: Why the roadmap for next-gen networking suggests we might see a cyclical slowdown hitting the hardware market in the second half of 2026.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 - Intro: Marvell's big news & "Baby Broadcom" 01:50 - Q3 Earnings Snapshot: AI Data Center Growth 03:48 - Outlook: Revenue Projections & Auto Divestiture 05:40 - The AWS Connection: NVLink Fusion & Custom Silicon 09:20 - Acquisition Deep Dive: Buying Celestial AI for $5.5B 11:00 - Tech Explained: What is Photonic Fabric? 13:55 - Market Warning: The Potential 2026 Cyclical SlowdownIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#Marvell #MRVL #CelestialAI #Semiconductors #ChipStocks #DataCenter #AIChips #SiliconPhotonics #TechInvesting #OpticalNetworking #PhotonicFabric #CustomSilicon #ASIC #Hardware #Networking #AWS #NVLink #Hyperscalers

Salesforce has officially completed its acquisition of Informatica three months ahead of schedule, but the real story on the recent earnings call was the company's aggressive pivot to "Agentforce," which was mentioned (a lot) during the presentation. In this breakdown, we analyze how Informatica serves as the critical software infrastructure layer, providing the clean data integration needed to power Salesforce's agentic AI products and automate customer workflows.We also dive into the financials, looking at how Informatica contributes approximately 5% to revenue and 3% to free cash flow, while Salesforce shares trade at an attractive 18x trailing price-to-free cash flow. Finally, we discuss our broader investment strategy: while semiconductor valuations remain elevated, we are finding significant value in enterprise SaaS, leading to recent additions in our portfolio including Salesforce, Monday.com, and GitLab.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 - Salesforce 00:08 - Informatica Acquisition Completed Early 00:53 - The Pivot to "Agentforce" (75 Mentions!) 02:40 - Infrastructure Layer: What Informatica Actually Does 04:14 - Financial Impact: Revenue & Free Cash Flow 05:22 - Q4 Guidance & Operating Margins 06:33 - Current Valuation: P/E & Free Cash Flow Multiples 07:18 - Strategy Shift: Rotating from Semis to SaaS 07:44 - Other Holdings: ServiceNow, Monday.com, GitLab 08:14 - Finding Value in Software vs. SemiconductorsIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #Salesforce #CRM #Informatica #AgentForce #SaaS #AI #StockMarket #Investing #EnterpriseSoftware #TechStocks #ValueInvestingNick and Kasey own shares of Salesforce, Monday.com, Gitlab, UiPath, Servicenow

Early Bushfires Destroy Homes on Central Coast Despite La Niña Forecast: Colleague Jeremy Zakis reports that despite forecasts of a wet La Niña summer, New South Wales is facing intense early bushfires driven by high winds and hot, dry conditions; a fire near Kulaw on the Central Coast has already destroyed 12 homes, spreading rapidly through ground scrub and airborne embers that bypass firebreaks, with the region's eucalyptus trees exacerbating the danger as their oil can overheat and explode like "Roman candles," threatening densely vegetated tourist areas and local wildlife populations including koalas. 1907 ADELAIDE

PREVIEW: The Future of Travel and Robotics: Colleague Jim McTague predicts self-driving Waymo vehicles will soon replace short-haul flights, allowing travelers to relax and avoid airport security lines, and forecasts a major shift in robotics, anticipating that useful, affordable humanoid robots—rather than expensive toys—will become available for consumer purchase within the next year.

This week Liz Ann Sonders and Kathy Jones discuss the implications of a possible announcement of the next Federal Reserve chair nominee and market reactions to potential interest rate cuts. They also look at the dynamics of global central banks and explore the current state of the stock market, highlighting trends and dispersion among stocks. The discussion also covers upcoming economic data and the significance of next week's Fed meeting, emphasizing the complexities of managing interest rates in a changing economic landscape.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(1225-HB56) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We've got Matt Dean from Dean&Co on to share some expert knowledge on what it takes to build a successful Denver brand, from development + architectural design all the way down to strategic marketing and branding. Gain some insight on where our city is heading and what's holding it back!   As always, we've got the top Denver news and things to do on our radar this week as well. Follow RGD: YouTube: https://www.youtube.com/channel/UC8u8GmvBi6th6LOOMCuwJKw Instagram: https://www.instagram.com/real_good_denver/ TikTok: https://www.tiktok.com/@realgooddenver   Do you have a Denver event, cause, opening, or recommendation that you want to share with us? We want to hear from you! Tell us what's good at tom@kitcaster.com. We're opening up early access to a custom Denver job alert program through our newsletter thanks to https://www.jobstreamai.com/. Sign up at realgooddenver.com to be the first to know when it's ready!!   News & Events:   Ball Arena Phase 1   Real Snow coming to Denver     Promo   New Year's Eve party from our friends over at Drink Denver     Shout Out:   https://www.deancostudio.com/ ​​Music produced by Troy Higgins   Goodboytroy.com  

Today we've got Joel Gratz, the founding meteorologist & CEO of OpenSnow, back on the show to talk about … snow! And snow forecasting. And what's new in the world of weather modeling. And how AI is changing virtually everything in this space. So if you like snow and you like to know when & where the snow will fly, listen up!Note: We Want to Hear From You!We'd love for you to share with us the stories or topics you'd like us to cover next month on Reviewing the News; ask your most pressing mountain town advice questions, or offer your hot takes for us to rate. You can email those to us here.RELATED LINKS: OpenSnow.comBLISTER+ Get Yourself CoveredGet Our 25/26 Winter Buyer's GuideDiscounted Summit Registration for BLISTER+ MembersNon-Member Registration: Blister Summit 2026Get Our Newsletter & Weekly Gear GiveawaysEp. 336: Joel Gratz on AI & Weather ModelingEp. 268: Best Practices for Adventuring OutdoorsEp. 237: Founder's Story: Joel on OpenSnowCHECK OUT OUR YOUTUBE CHANNELS:Blister Studios (new channel)Blister Review (original channel)TOPICS & TIMES:Colorado's dry start & being back in the swing of things (3:26)Is it busy at OpenSnow these days? (5:24)What should we expect this season? (6:55)Timing trips (10:28)East Coast's amazing start to winter (13:21)AI & forecasting (18:42)What else is going on at OpenSnow? (29:41)Forecasting for the resort vs the backcountry (43:48)Current state of the ski industry (50:47)CHECK OUT OUR OTHER PODCASTS:Blister CinematicCRAFTEDBikes & Big IdeasGEAR:30 Hosted on Acast. See acast.com/privacy for more information.

Bob is the created and owner of Trade Genius Academy. Bob also does a podcast on YouTube which is called Trade Genius.   Bitcoin, after experiencing a recent dip below $90,000 amid a 30% correction from its highs and bearish indicators like a death cross, is poised for a rebound driven by stabilizing macroeconomic conditions and optimistic forecasts from analysts. Projections suggest an 18-22% increase, potentially pushing BTC to $112,000-$118,000 by the end of November 2025, with technical indicators pointing to a short-term rise to around $92,352 by November 21, fueled by renewed investor confidence and market recovery scenarios. Experts highlight top reasons for this upturn, including potential boosts from emerging Layer-2 solutions like Bitcoin Hyper, which could enhance scalability and drive broader adoption, countering current downward pressures and setting the stage for a bullish trajectory into 2026. President Trump is actively bringing back competition and removing elements of socialism through a series of executive actions aimed at dismantling regulatory barriers that stifle free enterprise. In April 2025, he signed an order directing federal agencies to identify and reduce anti-competitive regulations across the economy, fostering a more dynamic marketplace. This was followed in August by the revocation of Biden-era policies on non-competes and competition, effectively turning back the clock to an era of federal deregulation that prioritizes individual business freedom over government intervention. Additional measures, such as enabling competition in the commercial space industry, underscore his administration's push against socialist-style overreach, even as critics label some interventions as state capitalism, ultimately aiming to empower private enterprise and reduce bureaucratic socialism. The U.S. economy in 2026 is set to take off, with White House projections anticipating a return to robust growth of 3% to 4% by the first quarter, rebounding from any slowdowns caused by prior disruptions like the 43-day federal shutdown. Forecasts indicate an average expansion of 2.4%, heating up early in the year due to impacts from policies like the OBBBA, which could boost both growth and inflation before settling into sustained momentum. While some analyses predict a dip to 1.4% from 1.8% in 2025 amid uncertainties like tariffs, the overall trajectory points to a rebound above 2% by 2027, with unemployment edging only slightly upward and inflation remaining above target, signaling a vigorous economic liftoff driven by policy-driven stimuli and resilient fundamentals.

REVIEW Michael Bernstam of the Hoover Institution analyzes the impact of sanctions on Russia, whose economy is hurt by cheap oil prices. The International Energy Agency forecasts a significant oil glut of 2 to 4 million barrels per day surplus in 2025 and 2026. This, along with US deregulation, means cheaper oil, potentially causing Russia to stumble into a deep recession. Guest: MichaelBernstam.