Podcasts about forecasts

Everpure, formerly known as Pure Storage (PSTG), is undergoing a significant business model transformation from solely a NAND flash hardware provider to a data management and software-centric company. This shift is highlighted by the acquisition of 1Touch (rebranded as Pure1) to enter the Data Security Posture Management (DSPM) market and a strategic partnership with Meta, where Everpure provides high-margin IP licensing and engineering services rather than just physical storage arrays. Despite record R&D spending approaching $1 billion and recent price increases to offset memory shortages, the market remains cautious as it waits for 75–85% gross margins from the Meta deal to reflect in financial results. What is CSI doing with our PSTG position?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-formChapters0:00 - The Rebrand: From Pure Storage to Everpure 1:15 - "Everpure" or "Ever Distilled"? Initial Thoughts on the Name 2:30 - Where Everpure Fits in the Semi Supply Chain 3:45 - The Software Shift: Portworks, 1Touch, and Pure1 5:00 - DSPM: Entering the Data Security Market 6:15 - R&D Comparison: Everpure vs. NetApp 7:45 - The Memory Shortage & 2026 Price Increases 9:00 - Decoding the Meta Deal: Engineering & IP Licensing 10:30 - Margin Expectations: The Path to 85% 11:45 - Guidance & Revenue Forecasts for FY2027 13:15 - Is Management Sandbagging? 14:30 - Final Verdict: Is PSTG a "Wait and See"?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.#Everpure #PSTG #PureStorage #TechInvesting #Semiconductors #DataManagement #Meta #StockMarket #ChipStockInvestorNick and Kasey own shares of PSTG

A Solar Prince, an Ice Queen, Anima, and Dionysian. For Personal Soul sessions & Forecasts www.numbers4success.com or to buy me a cuppa and to be part of our community www.patreon.com/numbers4success ♥️ Thank you for Listening

Axon Enterprises (formerly Taser) is undergoing a transformation from a product-based company to a critical public safety infrastructure giant. In this video, we dive into their February 2026 earnings update, exploring how "Physical AI" and recent acquisitions like Dedrone and Carbine are fueling their next leg of growth.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 Axon: From Tasers to Public Safety Infrastructure 01:10 Revenue Breakdown: The Rise of Services 02:15 The "Inadvertent" Competitor: Motorola Solutions 03:45 Software Expansion: Carbine and 911 Dispatch 04:35 New Tech: Automatic License Plate Detection 05:55 Drone Defense: The Dedrone Acquisition 07:55 The Subscription Model & Ecosystem 09:45 2026 Guidance & $6 Billion Revenue Goal 11:20 Stock Dilution & Founder Compensation 14:15 Stock Valuation: Free Cash Flow Analysis 15:50 Final Verdict: Moats, Monopolies, and MomentumIf 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. #Axon #Investing #TechStocks #PhysicalAI #StockMarket #Taser #chipstockinvestor Nick and Kasey own shares of Axon

This week on Slightly Spiritual, it's just Ali and Cindy, a solo catch-up where we dive into the energy of this year and what it's been asking of all of us. From unexpected pivots to personal expansion, we talk about the themes we're noticing, the lessons unfolding in real time, and how to move with the energy instead of fighting it. If this episode spoke to you, subscribe and leave a review on your favorite podcast platform or share it with a friend! podcasts.apple.com/us/podcast/slig…od/id1542525641 Follow us on Instagram: www.instagram.com/slightlyspiritualpod/ Follow Cindy on Instagram: www.instagram.com/revealingsoul/ Follow Ali on Instagram: www.instagram.com/alitmoresco/

Strong results from major technology hyperscalers recently did not make much of an impression on stock markets, says Dr. Jacky Tang, the Private Bank's emerging markets CIO. "We believe there's still long-term confidence in the big technology platforms, particularly around AI and cloud. But the scale of investment required to sustain that leadership has risen sharply", Jacky says. “The mood, I would say, is constructive but disciplined, with markets looking for clearer evidence that today's investment cycle delivers durable returns.”As for this week's important economic data, “U.S. non-farm payrolls sit at the top of the list this week. That's the data point that really anchors the market's view on the Fed”, Jacky says. He also points to ongoing developments in trade policy as important to watch.For more investing insights, please visit wealth.db.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2026 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

GuildhallWealth.com/RebelNews. | On this episode of The Real Money Show, presented by Guildhall Wealth, Jeremy Wiseman and Jerry Correia explore what silver's breakout after 50 years of suppression really means. They break down forecasts calling for gold to reach $7,000–$10,000 per ounce and silver to hit $300, explaining how these “crazy” numbers suddenly make sense when considering industrial demand, de-dollarization, and a global monetary reset. Jeremy and Jerry show why holding physical metals protects investors from currency devaluation, market manipulation, and systemic financial risk and how owning segregated gold and silver outside the banking system gives investors both security and tax advantages. Finally, they explain why silver scarcity, industrial growth, and long-term cycles make this a once-in-a-lifetime opportunity for investors to position themselves in physical gold and silver. The Real Money Show airs Saturdays at 1 p.m. ET on Rebel News. Jeremy and Jerry share expert insights on safeguarding your savings, diversifying your portfolio, and building long-term financial security. Since 2002, Guildhall has guided investors through inflation, market volatility, and global uncertainty, helping everyday people make informed financial decisions.

Can Nvidia Hit $500 BILLION?

In this episode, Kathy Jones announces that she will be retiring soon and that Collin Martin, Schwab's Head of Fixed Income Research, will take over as co-host of On Investing. Liz Ann and Kathy also discuss the latest bout of volatility caused by future concerns around AI.  Then, Kathy is joined by Claudia Sahm, former economist for the Federal Reserve, former economist for the White House Council of Economic Advisors, and now chief economist for New Century Advisors. Kathy and Claudia discuss the path forward for the Federal Reserve, in terms of setting policy. They cover the state of the labor market, certain issues regarding the quality of the data produced, and the potential impact of AI on labor supply, among other issues. You can keep up with Claudia Sahm her on her Substack newsletter called “Stay-at-Home Macro.” 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 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.  The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.  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. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. Diversification strategies do not ensure a profit and do not protect against losses in declining markets. 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  (0226-GYWH) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are we in an AI arms race or a massive overspend? Kasey and Nick sit down with Simon Erickson, founder of 7Investing, to break down the staggering $364 billion spent on CapEx by Meta, Microsoft, Alphabet, and Amazon last year alone. In this deep dive, we discuss:-- Why companies like Google and Amazon are vertically integrating their own hardware (TPUs) to avoid Nvidia's high margins. --Apple's "Patient" Approach: Why Apple's flat CapEx isn't a sign of weakness, but a calculated move to let others foot the bill for early-stage inefficiencies. --Real-World AI Monetization: From "eliminating inefficiencies" in energy and healthcare to the shift from subscription models to usage-based AI agents. --The Future of Investing: How AI is automating the "grunt work" of stock picking while increasing the importance of human empathy and trust. Make sure you give Simon a follow  @7investing  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:0:00 – Introducing Simon Erickson & Seven Investing 2:15 – The $364 Billion CapEx Question 3:50 – Why Simon is Invested in Google & Amazon 5:10 – The Apple Anomaly: Flat CapEx Strategy 10:45 – Where is the AI Payoff? Monetization & Advertising 13:20 – AI in Healthcare: Predictive Diagnostics & Surgery 17:45 – Are We at Peak CapEx? 23:50 – Semiconductor Cycle: The ASML & Intel Bottleneck 28:45 – Will AI Replace Stock Pickers? 34:10 – The Retail Investor Edge in an AI WorldIf 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. #AI #CapEx #Investing #SevenInvesting #ChipStockInvestor #Hyperscalers #Apple #Google #Amazon #StockMarket2026 #Semiconductors #HealthcareAINick and Kasey own shares of Amazon, Google and others mentioned in the video

AI is breaking out of the data center and entering the physical world around us. In this video, Kasey and Nick explore Synaptics (SYNA), a fabless chip designer traditionally known for mobile touch sensors that is now betting big on "Physical AI" and Human Machine Interfaces (HMI).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-formChapters0:00 – CES Buzz & Synaptics 0:45 – Synaptics' Place in the Semiconductor Flow 1:30 – The Shift From Mobile to Enterprise & IoT 2:15 – What exactly is Human Machine Interface (HMI)? 3:40 – Chips for Physical AI 4:55 – The U-Shaped Recovery in Auto & Industrial 6:10 – Growth Challenges & Financial History 7:30 – Valuation: Reverse DCF & Forward FCF 9:15 – Final Verdict: Value Stock or Value Trap?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. #Synaptics #SYNA #Semiconductors #ChipStockInvestor #PhysicalAI #HMI #ValueInvesting #AstraChips #StockMarket2026Nick and Kasey own shares of some of the companies mentioned in the video as noted.

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Nvidia reported strong earnings and projected sales of $78bn for the current quarter, above analysts' estimates of about $72bn. Hosted on Acast. See acast.com/privacy for more information.

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As we gear up for Nvidia earnings, the conversation in the AI data center era has shifted toward one critical ingredient: Memory. In this video we are discussing the "memory trade" and why High Bandwidth Memory (HBM) is causing such a shift in the market.In this video, we break down Micron's (MU) aggressive production ramp and debunk the rumors surrounding their place in Nvidia's supply chain. 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 Memory Trade & Nvidia Anticipation 00:45 – HBM: The Essential AI Ingredient 01:45 – Addressing the Nvidia Supply Chain Rumors 02:30 – Is Memory a Commodity? The Cyclical Risk 03:15 – Calculating Free Cash Flow (FCF) 04:00 – Demand vs. Supply: Why Prices are Rising 05:00 – The Global Fab Expansion: Idaho, NY, & Beyond 06:15 – The $150 Billion CapEx Assumption 07:20 – Micron Valuation: 2026 & 2027 Forecasts 08:00 – Final Thoughts: Still Going Strong?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.#Micron #MU #AIInvesting #Semiconductors #HBM #ChipStockInvestor #StockValuation #TechStocks #Nvidia #MemoryTradeNick and Kasey own shares of Micron

As Mercury starts its retrograde motion on Feb 26th 2026, lets talk about the Messenger during these times. For personal Soul sessions or Forecasts www.numbers4success.com or to be part of our community and buy me a cuppa at www.patreon.com/numbers4success Thank you everyone for your support

World Agricultural Outlook Board Chair Mark Jekanowski explains how high steer prices in USDA's February meat outlook are influencing hog price forecasts for this month. USDA Radio NewslineSee omnystudio.com/listener for privacy information.

Palo Alto Networks (PANW) is facing a volatile market, leading many to ask: is the "SaaS Apocalypse" finally hitting cybersecurity? We break down why the market is hammering the stock despite a clear secular growth trend in the industry.Since Nikesh Aurora took over in 2018, Palo Alto has spent $31 billion on multiple acquisitions to pivot from a simple firewall provider to a cloud and AI security powerhouse. We analyze the recent CyberArk deal, the shift in free cash flow margins, and why the company's platformization strategy is creating a longer payoff cycle for investors.If you are a PANW shareholder or looking for a value entry in cybersecurity, this video covers the essential valuation metrics.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.#PaloAltoNetworks #PANW #Cybersecurity #Investing #StockMarket #TechStocks #AI #SaaS #CloudSecurityNick and Kasey own shares of PANW

What's the state of the economy now? How much of the latest GDP growth is driven by capex? In this episode, Liz Ann Sonders and Kathy Jones discuss the release of the latest Fed minutes, mixed signals on inflation and unemployment, and weakness in the survey data itself.  Then, Liz Ann and Kathy are joined by Kevin Gordon, Schwab's head of macro research and strategy. Kevin shares his perspective on the overall backdrop in the context of the latest GDP report from the fourth quarter and the impact of tariffs. He and Liz Ann also discuss the various phases of the AI rollout. Additionally, they consider how slowing immigration and labor force growth could become structural constraints on long‑term GDP expansion. You can read the article that Liz Ann and Kevin wrote titled “Cascade: AI's Latest Phase” on Schwab.com. 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 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. 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. Diversification strategies do not ensure a profit and do not protect against losses in declining markets. 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  (0226-EEP7)   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CapEx holiday of the 2010s is officially over. After a decade of stagnant infrastructure investment, we've hit an inflection point with US manufacturing finally pulling out of a three-year slump. In January 2026, the PMI moved above 50%, signaling that customer orders are finally outpacing production—a leading indicator that the broader economy is heating up.In this video, we move past the headlines to see which companies are actually bucking the trend of normal seasonality. From diversified IDMs like Microchip and TI seeing sequential increases to fabless leaders like Monolithic Power Systems (MPWR) taking market share, the recovery is broadening out. Whether it's grid infrastructure through specialists like Littelfuse or the high-voltage data center architecture of the future, the auto and industrial end markets are finally signaling a return to growth.Join us on 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

BC forecasts a record $13.3B deficit as debt climbs to $189B and taxes increase. The plan does not project a return to balance. Read the full article here: https://www.coastalfront.ca/read/bc-budget-posts-record-133b-deficit-as-debt-climbs-and-taxes-rise   PODCAST INFO:

Early projections from the U.S. Department of Agriculture point to fewer corn acres and more soybean acres, as analysts caution that key policy decisions and global tensions could still reshape markets in the days ahead. Mike Zuzolo of Global Commodity Analytics breaks down Thursday's trade.

This week's episode dives into the latest movie news, from new takes on classic horror to star-studded reunions and the season's hottest trailers. We also peek at box office projections for upcoming releases. Tune in for quick takes, informed speculation, and what these moves could mean for the year ahead. Mike Flanagan is writing and directing a new version of Stephen King's The Mist. We break down what a fresh take could look like, what Flanagan's track record hints at, and what fans might expect from this reimagining. Scarlett Johansson leads a new wave of talent alongside Diane Lane and Laurence Fishburne in Mike Flanagan's The Exorcist project. We discuss potential tonal shifts, franchise implications, and how a star-studded cast could shape the reboot.A24 officially acquires the rights to The Texas Chainsaw Massacre and sends ripples through horror cinema. We explore what this could mean for the tone, direction, and fresh storytelling in one of horror's iconic franchises.nn- Trailer Roundup: Masters of the Universe, I Love Boosters, Faces of Death, A24's The Drama, Michael (the Michael Jackson biopic), The Devil Wears Prada 2, Undertone, and Project Hail Mary dominate the trailer slate. We offer quick impressions, anticipated reactions, and what each trailer signals for its film's release strategy. We close with early box office predictions for Wuthering Heights and Crime 101, discussing competition, market trends, and what numbers could signal for 2026 releases. If you're itching for a rapid-fire, variety-packed cinema briefing, this episode has you covered—from horror reimaginings and star-studded reunions to the trailers you'll be debating all week and the box office numbers to watch. Subscribe for more straight-to-the-point movie news and analysis.

The software apocalypse continues to rattle the market, but AppLovin (APP) is currently operating like a financial "cheat code." Despite the recent stock dip, the core digital ad business is showing explosive growth, with Q1 2026 guidance projecting a 52% jump in revenue. Between the insane 84% adjusted EBITDA margins and the expansion of their Axon 2.0 AI algorithms, this business is converting cash to the bottom line at an incredible rate.We're breaking down the reverse DCF to see if the current price is a steal or a trap. With free cash flow nearly doubling to $4 billion and a balance sheet that is back to parity, the black box of AI-driven advertising is proving its value. If you're looking for a long-term compounding machine that thrives as AI makes content creation easier, watch until the end to see why we might nibble if the stock hits the low $400s.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 Software Apocalypse Continues 02:15 Q1 2026 Guidance: 52% Revenue Growth 03:30 EBITDA Margins 04:45 CEO Adam Feroughi on the AI Advantage 05:50 The Axon 2.0 Black Box 07:00 Free Cash Flow Doubled08:30 Share Repurchases & Balance Sheet Health 09:45 Reverse DCF: Finding the Fair Value 11:00 Our Strategy: Buying the Dip?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.#AppLovin #APP #StockMarket #AI #Investing #GrowthStocks #DigitalAds #FiscalAINick and Kasey own shares of AppLovin

Artificial intelligence (AI)-driven data center growth is reshaping not only electricity markets, but water demand across the value chain. In this episode, podcast host Reese Tisdale sits down with Research Director Amber Walsh to discuss the broader water footprint of data centers—both onsite and offsite—and why the conversation is shifting beyond cooling towers to the power generation fleet. While new AI cooling systems are becoming more efficient and, in some cases, shrinking onsite water intensity, the surge in electricity demand is driving a much larger indirect water footprint. From delayed coal retirements to new natural gas capacity and nuclear recommissioning, the power sector's role in supporting data center growth is raising important questions about long-term water exposure. Key questions addressed: Is the AI-driven data center boom redefining water risk—from municipal cooling systems to the power generation fleet? Are data centers triggering a structural reversal in industrial water demand? Which fuel pathway—natural gas, nuclear, or extended coal—creates the most material water exposure over the next decade? Are we concentrating data center expansion in regions where power is affordable but water is constrained—and what does that mean long term? Where do market opportunities exist across the value chain? Do data centers use a lot of water? 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: The Water-Power Nexus: How Data Centers are Reshaping the U.S. Water Landscape U.S. Water for Data Centers: Market Trends, Opportunities, and Forecasts, 2025–2030

RUNDOWN   Episode 371 opens with Mitch's Saturday night unraveling after watching Song Sung Blue and realizing the Buddy Holly–impersonating character played by Michael Imperioli is allegedly his celebrity twin — a comparison he loudly rejects as it derails the entire movie. With Hotshot fanning the flames, the show pivots into the annual Prediction Show recap, replaying last year's bold Seahawks takes — including a seven-win forecast and Mike Macdonald job jeopardy — before grading every prediction and crowning a 2025 champion. Mitch revisits last year's Prediction Show, replaying Dave Grosby, Jason Puckett, and Danny O'Neil's confident forecasts for 2025 — from Russell Wilson's salary and Geno Smith's future to Mike Macdonald's job security and a Seahawks Super Bowl run no one predicted. The segment tracks hits, misses, and wildly wrong calls, including gloomy seven-win projections and John Schneider pink slips that never came. With halftime scoring tallied and bragging rights on the line, the stage is set for Episode 372's official crowning of the 2025 Prediction Champion. The second half of the 2025 Prediction Show grading delivers more swings and misses as Mitch revisits bold calls from Dave Grosby, Jason Puckett, and Danny O'Neil on Julio Rodríguez, Cal Raleigh's contract, Paul Skenes, Shohei Ohtani, Tiger Woods, NBA expansion, and Sam Darnold's future. From Oklahoma City's title run to Pete Carroll playoff dreams and wild card chaos involving Jeff Bezos and the Kraken, the predictions range from razor-close to wildly off base. Mitch and Professor Slick bask in the lingering glow of the Seahawks' Super Bowl championship before veering into breaking "news" that Mitch left his iconic bell in Santa Clara — sparking a hilarious Rocky-inspired replacement plan involving Bunco night. The conversation shifts to spring training, where Slick sounds early alarms about the Mariners' pitching depth and offensive ceiling, while Mitch pushes back with optimism centered on Bryce Miller's return to form.   GUESTS   Dave Grosby | Seattle sports radio personality Jason Puckett | Seattle sports radio host and founder of The Daily Puck Drop Danny O'Neil | Veteran Seattle sports columnist and longtime Seahawks analyst Professor Slick | Seattle sports commentator and longtime Seahawks fan favorite   TABLE OF CONTENTS   0:00 | Doppelgänger Meltdown, Birthday Roll Call, and the Prediction Show Reckoning 19:09 | Prediction Show Reckoning — Revisiting the Bold (and Brutal) 2025 Forecasts. 34:37 | Prediction Show Reckoning, Part II — Bold Claims, Wild Cards, and a Surprise Champion 49:03 | GUEST: Professor Slick; "I Left My Bell in Santa Clara" — Super Bowl Afterglow, Aging, and Early Mariners Anxiety 1:21:30 | Other Stuff Segment: Jason Puckett wins 2025 Prediction Show title, David Crosby predicts Seahawks win 7 games and miss playoffs, Canadian curler Mark Kennedy profanity blowup at Sweden's Oscar Erickson over alleged rock-touching violation, Mitch's Winter Olympics viewing habits and curling being "hypnotic", 12th Man Rising floats Seahawks sale idea to Mackenzie Scott and Melinda Gates, NBA All-Star Weekend boredom and Mac McClung dunk contest absence, viral AI "Michael Jordan" dunk contest rant, Adam Silver expansion comments with Seattle + Las Vegas timeline frustration, Mariners nearly reaching World Series plus Seahawks Super Bowl creating "Seattle sports trifecta" potential with NBA return, Charlie Woods commits to Florida State over Stanford, Sam Darnold and Kenneth Walker Disneyland teacups video, Tyson vs Mayweather tease, Norwegian biathlete Sturla Holm Lægreid(?) emotional cheating confession post-medal interview, Joey Porter Sr. blasts Ben Roethlisberger as a bad teammate/person, Stefon Diggs arraignment over alleged assault of personal chef, Britney Spears sells music catalog rights to Primary Wave for $200M RIPs: James VanDerBeek, Tracy Scroggins

Is AI eating the software industry, or is it just making it more powerful?In this episode, we sit down with Braden Dennis, CEO and co-founder of Fiscal.ai, to discuss the shift happening in enterprise SaaS. If you've watched our videos, you know we use Fiscal's charts every single day to analyze the markets, so it was great to get Braden's perspective on where the industry is headed.We dive deep into the software apocalypse narrative and whether it's based in reality or just a market overreaction. Braden explains why maintaining software is getting easier, how his engineering team has achieved 10x productivity, and why internal AI solutions are coming for the "busy work" that off-the-shelf SaaS can't solve.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:0:00 – Is AI Eating Software? 1:12 – Meet Braden Dennis, CEO of Fiscal.ai 1:45 – Why Software Engineering Has Changed Completely 2:40 – 2026 Outlook: Opportunities vs. Traps 3:30 – What Software is Becoming Obsolete? 4:30 – Automating the "Unsolvable" Internal Busy Work 5:15 – "Intelligence in the Sky": A New Data Layer 6:10 – Pricing Power Debate: Will Clients Pay Less? 7:45 – Broadcom & VMware Case Study8:55 – Comparing the Software Correction to 2018 Semiconductors 11:45 – Lessons on Market Cyclicality 13:55 – The Problem with Late-Stage Venture Capital 16:00 – Why We Need More Tech IPOs 18:10 – The Incentive for Founders to Stay Private 20:00 – Evaluating Figma and Adobe in the AI Age21:30 – ServiceNow: Narrative vs. Financial Reality 22:45 – Final Verdict: Being Selective in a Sell-offIf 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. #AI #SaaS #SoftwareStocks #Investing #ChipStockInvestor #FiscalAI #TechInvesting #ServiceNow #stockmarket2026 Nick and Kasey own shares of Adobe, Figma, ServiceNow

In April 2025, we made a strategic move to trim our Pinterest position and buy into Reddit. Now, two years into its life as a public company, we're looking at the data: Can Reddit survive the AI software apocalypse and clear the high growth hurdle the market is pricing in? We break down Reddit's 2025 year-end performance, including a staggering 70% year-over-year revenue growth. However, beneath the surface, there are concerns—from the sunset of key user metrics to stock-based compensation that currently eats up 16% of revenue.We also take you inside our new research platform, Semi Insider, to run a Reverse DCF (Discounted Cash Flow) to find the "fair value" for RDDT stock today.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:0:00 — Why We Swapped Pinterest for Reddit 1:02 — AI Licensing: The "Sidecar" Business Model 2:15 — Revenue Breakdown: Ads vs. Data Licensing 3:20 — Scaling the Network Effect & International Growth 4:01 — The Metric Shift5:10 — Q1 2026 Outlook: 53% Growth? 6:30 — Stock-Based Compensation & Dilution 8:40 — The $1 Billion Buyback Program 9:45 — Reverse DCF: Calculating Reddit's Fair Value 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.#RedditStock #RDDT #Investing #TechStocks #StockAnalysis #SemiInsider #ChipStockInvestor #GrowthInvesting #AI #FinanceNick and Kasey own shares of Reddit

Astera Labs (ALAB) recently crushed earnings estimates and provided strong guidance for Q1 2026, yet the stock remains down. Why is the market hesitating?In this video, we break down the Q4 financials for Astera Labs and preview what to expect from Credo Technology (CRDO). We discuss the competitive landscape regarding re-timers and AECs, but more importantly, we expose a significant red flag regarding customer concentration, the Amazon warrant deal.www.chipstockinvestor.com/membershipIs Astera Labs buying revenue at the expense of shareholders? We also run a Reverse DCF valuation to see what growth is priced in at $144/share. https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formwww.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 - Astera Labs: Great Earnings, Bad Stock Action 01:10 - Credo & Astera: The High Growth Dilemma 01:58 - Retimers & Competition (Broadcom, Marvell) 03:00 - M&A Strategy: Consolidating the Market 03:52 - Astera Labs Q4 Financial Review05:14 - Credo Technology Preview: Niche Focus vs. Breadth 06:33 - The Major Risk: Customer Concentration (Hyperscalers) 07:29 - Explained: The Amazon Warrant Deal (Buying Revenue?) 10:18 - Astera Labs Valuation: Reverse DCF at $144 11:27 - Conclusion: Why These Are "Babysitter" Stocks*********************************************************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.#AsteraLabs #ALAB #Credo #CRDO #Semiconductors #StockMarket #Investing #ChipStockInvestor #AIfinanceNick and Kasey own shares of Credo

Revenue leaders don't trust their pipeline anymore.In this episode, we sit down with Phil Cleary – 20+ year Salesforce veteran and co-lead of the Revenue Enablement Society – to unpack what's really happening inside revenue teams right now.We break down why forecasts are slipping, why pipeline feels fabricated, and why traditional sales training isn't fixing behaviour.This is a deep dive into revenue enablement strategy at the leadership level.We cover:+ Why buyers are frozen (FOBO from FOMO)+ The 2x2 coaching model every sales leader should use+ Why “software with a service” is the future of SaaS+ How behaviour, identity, and mindset drive real adoption+ Why you are your calendarIf you lead sales, marketing, or revenue teams – this conversation will challenge how you think about enablement.Tune in and learn:+ How to fix forecast uncertainty+ How to build behaviour-led performance+ How to align revenue teams around real commercial oversightIf you care about predictable revenue, commercial common sense, and long-term alignment – this one's essential.-----------------------------------------------------

In this episode, Liz Ann Sonders and Kathy Jones cover the latest jobs report and downward revisions to previous data. They also look at the employment numbers for implications on Fed policy and the overall economy. Then, Liz Ann and Kathy discuss recent AI-related headlines that caused some disruption in the financial sector. Liz Ann frames AI adoption in three phases: create, catalyze, and cascade. Finally, they discuss several prudent investment approaches focused on factors and characteristics and look ahead to key upcoming data in the coming weeks and days.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.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.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 (0226-BGNK) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

* Where and what to eat around the New Orleans area * How's the weather looking for the rest of Carnival season?

Top Takeaways and Futurecasting From Super Bowl LX with Tim Torch. Get 400+ premium podcasts by signing up at www.UTHDynasty.com as a General Manager PLUS subscriber. Also, get access to exclusive shows and deep data dive content from Chad Parsons (and a VIP Chat with the best dynasty owners on the planet) by signing up as an All-Pro at www.Patreon.com/UTH. Thanks for listening, and keep building those dynasties! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market update for Wednesday February 11, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode:AI disruption fears spread from software to financial stocksU.S. adds 130,000 jobs in January, unemployment falls to 4.3%Ford reports an $11.1B quarterly loss after a surprise $900M tariff hitActivist investor takes $200M stake in WBD,  pushes board to reconsider $72B Netflix dealBeta Technologies jumps after Amazon stake disclosureLyft plunges on revenue miss, despite $1B buybackNew poll shows Americans bullish on stocks in 2026 even as inflation and unemployment concerns remain

Tesla is embarking on a shift in business operations, and the implications for the semiconductor industry could be significant. In this video, we examine Tesla's 2026 capital expenditure (CapEx) outlook through the lens of operating leverage.With a projected $20 billion in CapEx for 2026—not including the proposed TeraFab, Tesla is moving further away from being just an automaker and closer to becoming a vertically integrated robotics and AI powerhouse. What does this mean for current suppliers like Nvidia, Qualcomm, and Micron? We break down the risks of Tesla shoring up its own supply chain and how it could shift pricing power back away from the chipmakers.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. #Tesla #TSLA #Semiconductors #ChipStocks #Investing #Optimus #AI #SupplyChain #FinanceEducation

Is it too late to buy the "Nvidia of Networking"?Lumentum (LITE) and Fabrinet (FN) have been on an absolute tear, with Lumentum up nearly 600% in the last year. Today, we break down why the AI data center build-out is shifting toward optical and silicon photonics—and which of these two companies is the better long-term play for your portfolio.In this video, we cover:-- The Supply Chain: How Lumentum (the IDM) and Fabrinet (the contract manufacturer) work together.-- Financial Deep Dive: Why Lumentum's operating margins are exploding (up 1,700 basis points!).-- Future Catalysts: The massive OCS (Optical Circuit Switch) orders coming in late 2026.-- Our Verdict: Why we are personally leaning toward one of these for our "starter positions".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 — AI Networking: The Next 600% Run?01:38 — Why Lumentum is "The Nvidia of Networking"02:00 — Lumentum vs. Fabrinet: The Supply Chain Secret02:30 — The Hardware: Transceivers & Wafers explained03:10 — LITE Earnings: 1,700 Basis Point Margin Jump!04:00 — The Power of Operating Leverage05:10 — Huge 2026/2027 Catalysts (OCS & CPO)06:45 — Fabrinet Deep Dive: A Broader Play?08:45 — Telecom vs. Industrial Laser segments11:00 — Stock Performance Recap12:20 — Our Portfolio Strategy for 2026If 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 #AI #Lumentum #Fabrinet #Investing #TechStocks #SiliconPhotonics #StockMarket2026 #chipstockinvestor Nick and Kasey own shares of Lumentum and Coherent

We analyze Sandisk's remarkable NVIDIA moment, marked by a 1,000% stock price increase over the past year. Following its 2025 spin-off from Western Digital and the extension of its Flash Ventures partnership with Kioxia through 2034, Sandisk has capitalized on the memory shortage driven by AI data center demand. Sandisk reported a significant revenue beat of over $3 billion and issued a staggering guidance of $4.4 to $4.8 billion for the upcoming quarter—a 170% year-over-year increase. This growth is fueled by powerful operating leverage, with adjusted EPS projected at $13 as rising prices flow directly to the bottom line. How does the valuation look? Watch the video to hear our take. 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:0:00 Is Sandisk Having an NVIDIA Moment? 0:45 Memory Shortages 2:10 Flash Ventures: The Kioxia Joint Venture Extension 3:30 Revenue Beat and 170% Growth Guidance 4:50 Direct Sales to AI Data Centers vs. NVIDIA Integration 5:50 Earnings Explosion: Why EPS is Hitting $13 6:30 The Two-Edged Sword of Operating Leverage 7:45 Reverse DCF Analysis9:00 The Cyclical Reality10:45 Final Verdict: Commodity vs. Supply Chain KingIf 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.#Sandisk #ChipStockInvestor #Semiconductors #Investing #NAND #TechStocks #StockMarket2026Nick and Kasey own shares of Sandisk

The practice of surrogacy is loosely regulated in the US, creating scenarios in which individuals can engage in “reproductive tourism.” Charles Hilu of The Dispatch shares his reporting on foreign nationals hiring surrogate mothers in the US. Then, Justin Giboney stops by to discuss US political developments that will influence the midterm elections coming in November. Finally, Seth Mandel of Commentary talks about the changes to rules around prayer on the Temple Mount in Jerusalem. REFERENCED IN THE EPISODE: Can Congress Stop Chinese Billionaires From Fathering 100 Kids? - Charles Hilu CT Pro-Life reporting ABOUT THE GUESTS: Charles Hilu is a reporter for The Dispatch. Previously he was the Collegiate Network Fellow at the Washington Free Beacon and interned at both National Review and the Washington Examiner. Justin Giboney is an attorney, political strategist, and ordained minister in Atlanta. He is also the cofounder and president of the And Campaign, a coalition of urban Christians who address the sociopolitical arena with the compassion and conviction of the gospel. Giboney is the coauthor of Compassion (&) Conviction: The AND Campaign's Guide to Faithful Civic Engagement. Seth Mandel is the senior editor for Commentary magazine. He previously worked as executive editor of the Washington Examiner print edition and as the op-ed editor of the New York Post. GO DEEPER WITH THE BULLETIN: Join the conversation at our Substack. Find us on YouTube. Rate and review the show in your podcast app of choice. ABOUT THE BULLETIN: The Bulletin is a twice-weekly politics and current events show from Christianity Today moderated by Clarissa Moll, with senior commentary from Russell Moore (Christianity Today's editor-at-large and columnist) and Mike Cosper (senior contributor). Each week, the show explores current events and breaking news and shares a Christian perspective on issues that are shaping our world. We also offer special one-on-one conversations with writers, artists, and thought leaders whose impact on the world brings important significance to a Christian worldview, like Bono, Sharon McMahon, Harrison Scott Key, Frank Bruni, and more. The Bulletin listeners get 25% off CT. Go to https://orderct.com/THEBULLETIN to learn more. “The Bulletin” is a production of Christianity Today Producer: Clarissa Moll Associate Producer: Alexa Burke Editing and Mix: Kevin Morris Graphic Design: Rick Szuecs Music: Dan Phelps Executive Producer: Erik Petrik Senior Producer: Matt Stevens Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, Liz Ann Sonders and Kathy Jones discuss the market's reaction to Kevin Warsh's nomination for Fed Chair, the potential rationale for lowering interest rates, and the drivers behind recent volatility in precious metals, while highlighting a broadening in market leadership thanks to more widespread earnings strength.Then, Liz Ann is joined by Dennis DeBusschere, President and chief market strategist of 22V Research. They discuss the implications of the declining dollar, the impact of AI on productivity, factor-based investing trends, monetary policy, some potential risks and opportunities in the market, and much more. 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 DisclosuresThe comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.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.Technical analysis is not recommended as a sole means of investment research.Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options [LINK Risk Disclosure Statement for Futures and Options: https://www.schwab.com/Futures_RiskDisclosure] prior to trading futures products.Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options" before considering any option transaction.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.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Currency trading is speculative, very volatile and not suitable for all investors.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(0226-7UE0) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Share your Field Stories!Welcome back to Environmental Professionals Radio, Connecting the Environmental Professionals Community Through Conversation, with your hosts Laura Thorne and Nic Frederick! We have a new minisode for you today! This is taking place instead of our regularly scheduled episode on Friday this week. Thank you so much for listening!Help us continue to create great content! If you'd like to sponsor a future episode hit the support podcast button or visit www.environmentalprofessionalsradio.com/sponsor-form Please be sure to ✔️subscribe, ⭐rate and ✍review. This podcast is produced by the National Association of Environmental Professions (NAEP). Check out all the NAEP has to offer at NAEP.org.Support the showThanks for listening! A new episode drops every Friday. Like, share, subscribe, and/or sponsor to help support the continuation of the show. You can find us on Twitter, Facebook, YouTube, and all your favorite podcast players.

In this episode of Building the Premier Accounting Firm, Roger Knecht and guest Matt Putra discuss the critical differences between budgeting and forecasting in accounting, emphasizing data-driven decision-making for e-commerce businesses. They explore how financial management, including KPIs and cash flow strategies, helps fast-growing consumer brands optimize profitability and scale effectively, with a focus on AI's transformative impact. In This Episode: 00:00 Introduction to Matt Putra and 8x 01:03 Matt's Journey to 8x and Data-Driven Decisions 02:52 Budget vs. Forecast: Key Differences 05:57 The Importance of Budgeting and Planning 08:24 Budgeting for External Stakeholders and Accountability 11:18 Lessons Learned from Ambitious Budgeting 15:00 Financial Management for Scaling Businesses 17:49 Scorecards vs. KPIs and Dashboards 21:55 Go-To Metrics and the Island Analogy 24:51 The Impact and Application of AI in Business 31:11 Advising Founders: Selling Peace of Mind 34:16 Gratitude and Divergent Thinking 37:51 Closing Thoughts and Resources Key Takeaways: Differentiate between budgets as fixed annual plans and forecasts as malleable, frequently updated financial outlooks for data-driven decisions. Implement scorecards with 5-15 critical metrics and clear targets to simplify problem-solving and boost team accountability. Prioritize cash flow management, customer lifetime value (LTV), and customer acquisition costs (CAC) for sustainable business growth and profitability. Integrate AI into business operations to enhance efficiency, reduce costs, and gain a competitive edge in the accounting profession. Understand that financial management services sell "peace of mind and confidence" rather than just data or models, addressing emotional components for founders. Featured Quotes: "If we're not in the, call it the top 10% of AI adopters, we're going to be left behind fairly quickly." — Matt Putra "We don't sell financial models. We do not sell cash flow forecasts. We do not sell scorecards. We sell peace of mind and confidence." — Matt Putra "If the business owner can hit within, say, 5%, 10%, their budget for the next year, it means they know well that business model." — Roger Knecht Behind the Story: Matt Putra recounts his transition from a CFO role with a grueling commute to founding eightx, a financial operations company. His desire for work-life balance during COVID-19 propelled him to create a business that simplifies finance for e-commerce brands. He stresses the emotional aspect of financial consulting, focusing on delivering confidence rather than just numbers. Matt Putra also shares a personal anecdote about his wife's support, which allowed him to take significant risks in building his company. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: I'll have a call with someone to help them go from 0-1 on their first AI agent Be more efficient and improve your profit margin with AI Connect with Matt on LinkedIn: https://www.linkedin.com/in/mattputra/  matt@eightx.co    Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Book your Astrology reading now:  www.jilljardineastrology.com Order the Book and new Oracle Cards for: "Sacred Sound Formulas to Awaken the Modern Mind," by Parashakti Jill Jardine February is a potent planetary month with many cosmic events lighting up the skies.  What will it all mean for your Sun Sign?  When are your luckiest days in February? Check out Professional Astrologer Jill Jardine's Astro Update for your Sign: Here's a sneak preview for Aquarius, Pisces and Aries: SUN SIGN FORECASTS FOR FEBRUARY 2026 Aquarius (born January 20-February 18): HAPPY BIRTHDAY AQUARIUS - IT's YOUR TIME TO SHINE You are launched into Aquarian Airspace all month long, as the Sun, Mercury, Venus, and Marsand Pluto pulse healing vibrations. You are making magic, and where you cast your attention can see spontaneous result. Your aspirations and goals now will benefit future forecasts. Keep your vibe high to ride these waves throughout the year. Lucky days:  2/15, 2/16, 2/17 PISCES(born February 19-March 20): End of February is more pleasing to Pisces as planets pose pleasant and peaceful pursuits. Your waking and sleeping life intermingle. Venus transiting your sign brings love and money. Lucky days: 2/18, 2/19 Aries (born March 21-April 21): You are amped up and ready to explode with the accelerated Aquarius activity in your 11th house of gains, groups and friends.  Gemini Jupiter jumping direct may have things flying out of your month you'll regret later. Be patient and don't prematurely pull the trigger on something. You will have your day in the Sun next month, so watch and wait.  Lucky days: 2/20, 2/21 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From a dramatic-sounding “bomb cyclone” to a weekend snowstorm that could blanket the entire state—this episode starts with weather and ends with fireworks

Never heard the term “bomb cyclone” until yesterday? You're not alone

First, Liz Ann Sonders and Kathy Jones discuss the current state of the markets, focusing on the recent Federal Reserve meeting, the reaction of the bond market, and insights from the ongoing earnings season. Then, Kathy Jones is joined by Jack Schwager, author of the bestselling book Market Wizards: Interviews with Top Traders. Jack then discusses a few of the most important lessons he has learned from interviewing elite traders: risk and money management outweigh methodology; flexibility is essential; and understanding how markets have evolved. He and Kathy also discuss the rarity of exceptional performance and the clear distinction between trading and investing.Jack Schwager's latest book, Market Wizards: The Next Generation, will be published in June 2026.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 DisclosuresThe comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.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.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.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Currency trading is speculative, very volatile and not suitable for all investors.Short selling is an advanced trading strategy involving potentially unlimited risks, and must be done in a margin account. Margin trading increases your level of market risk. For more information please refer to your account agreement and the Margin Risk Disclosure Statement.Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products.The books Complete Guide to Futures, Market Wizards, Market Wizards: Interviews With Top Traders, and Market Wizards: The Next Generation, Market Sense and Nonsense, are not affiliated with, sponsored by, or endorsed by Charles Schwab & Co., Inc. (CS&Co.). Charles Schwab & Co., Inc. (CS&Co.) has not reviewed the books and makes no representations about their content.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(0126-4MFP)  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From busted weather models and snow anxiety to Southern chicken salad rules and a spicy political showdown, this episode covers it all.

From explosive census revelations to massive healthcare fraud, law enforcement drama, and looming winter storms, today's episode covers it all. Join us as we unpack:

You don't have time to sift through endless financial content. That's why I do it for you. Get my top 5 must-read articles every week in a quick, easy-to-digest email. Sign up for my newsletter. -----  In this episode, Peter sits down with Vanguard's Kevin DiCiurcio to unpack how Vanguard thinks about long-term return forecasts—and why the percentiles in those tables are the part most investors misunderstand. They go behind the scenes of the Vanguard Capital Markets Model (VCMM), and translate what it's really saying into practical guidance for planning and portfolio decisions. Listen now and learn: ► How Vanguard builds and governs its capital markets model—and what it's designed to do (and not do) ► A simple way to interpret percentiles without turning them into predictions ► What changes when you shift from a 10-year lens to a 30-year lens ► The key portfolio implications Kevin thinks long-term investors should be paying attention to   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   (00:00) Introduction (02:16) What the Vanguard Capital Markets Model (VCMM) Is—and Why Return Assumptions Matter  (04:04) How Vanguard Wants Investors to Use VCMM: Expectations, Risk Trade-Offs, and Smarter Allocation Decisions  (09:27) How Vanguard Builds the Forecasts—and the Capital Market Assumption Approaches They Didn't Rely on Alone  (15:08) How to Read Percentiles, 10-Year vs 30-Year Forecasts, and What Vanguard Likes Most Right Now  (29:21) The Performance-Chasing Problem: When Investors Suddenly Want More International Again  (30:05) AI, Mega Trends, and Three Scenarios: Why Economic Upside Doesn't Guarantee Stock Market Upside  (34:31) Geopolitics and Markets: Why It's Not a Direct Forecast Input, But Still Shapes Long-Term Premia  (37:48) The 2026 Signposts: What Would Actually Change Vanguard's Conviction and Move the Outlook  (39:32) What Vanguard's Capital Markets Research Team Is Focused on Next—and Why Ranges Beat False Precision    Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)   Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.

Tara is back after the storm — and she's got stories. From getting stranded on sheets of ice

As a major winter storm is hitting much of the United States, it's hard not to think about how dependent we are on forecasts, alerts, and advance warnings. We know when snow will start, how bad it might get, and when it should be over. The Tudors had none of that. In this episode, we explore how people in Tudor England understood the weather, what “forecasting” meant in a world without instruments or data, and how households prepared for winter when storms arrived without warning. We'll look at seasonal preparation, food storage, fuel shortages, and what happened when cold lasted longer than anyone expected. We'll also examine real historical examples of severe winters from the Tudor period and just beyond it, including prolonged frosts that froze rivers, stalled trade, and tested the limits of everyday life. This isn't a story about cozy snowfalls. It's about uncertainty, preparation, and what winter meant in a world where no one could say how long the storm would last. Learn more about your ad choices. Visit megaphone.fm/adchoices