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In this episode, Liz Ann Sonders welcomes Collin Martin as her new co‑host. Collin outlines his role as Schwab's head of fixed income research and strategy, highlighting his broad coverage of the bond market—from Treasuries and Fed policy to corporate credit, municipals, mortgages, and global bonds. The conversation then turns to markets and geopolitics, focusing on the ongoing conflict involving Iran and its market impact. Liz Ann explains that while major equity indexes have appeared relatively resilient, this masks significant volatility beneath the surface. She notes sharp rotations across sectors, wide drawdowns among individual stocks, and heightened churn driven by shifting narratives—ranging from AI disruption concerns to war‑related energy shocks. Collin connects these equity dynamics to fixed income, explaining why Treasury yields have risen rather than fallen despite geopolitical uncertainty. Elevated oil prices and rising inflation expectations have pushed yields higher, countering the typical “flight to safety” dynamic. He also highlights how shifting Fed expectations are influencing bond markets and raises the key uncertainty: whether prolonged conflict could eventually tilt the focus from inflation risk to economic growth risk, potentially reversing yield trends. 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. 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. Mortgage-backed securities (MBS) may be more sensitive to interest rate changes than other fixed income investments. They are subject to extension risk, where borrowers extend the duration of their mortgages as interest rates rise, and prepayment risk, where borrowers pay off their mortgages earlier as interest rates fall. These risks may reduce returns. 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 (0326-T915) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
AP correspondent Julie Walker reports the U.S. forecasts blizzard, polar vortex, heat dome and atmospheric river all at once
Wild weather has forecasts all over the place over the coming days. AP's Lisa Dwyer reports.
Agricultural economist Dr. Michael Deliberto from the LSU AgCenter joins us for a deep dive into the forces shaping Louisiana's farming economy. We explore commodity markets, farm policy, risk management, and the challenges producers face in an increasingly volatile landscape. Dr. Deliberto breaks down complex trends with clarity and offers insight into what growers should be watching as the next season approaches.
In this analysis of Marvell Technology's (MRVL) Q4 fiscal year 2026 earnings, Chip Stock Investor explores the company's dramatic shift toward becoming an all-in AI data center infrastructure play as data center revenue approaches nearly 80% of total sales. The video breaks down Marvell's core technological buckets—Logic, Networking, and Storage—highlighting their custom XPU work for major customers like Amazon and the strategic impact of acquiring Celestial AI and XConn. Beyond company specifics, the discussion addresses critical macro disruptions, including rising oil prices and memory shortages that are impacting the global semiconductor supply chain in 2026. By comparing Marvell's trajectory to industry giant Broadcom and performing a reverse discounted cash flow (DCF) analysis at the current $90 stock price, this deep dive evaluates whether the market's 30% growth expectation for Marvell is a justified bet for long-term www.chipstockinvestor.com/membershipinvestorsJoin 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. #Marvell #Semiconductors #AI #Investing #ChipStocks #DataCenter #MRVL #StockMarket AnalysisNick and Kasey own shares of Broadcom
The cybersecurity landscape has shifted dramatically since our 2024 manual, especially following the SaaS Apocalypse. While pure-play leaders like CrowdStrike, Fortinet, Cloudflare, and our newest addition, Rubrik, remain central to the Chip Stock Investor core basket, the industry is moving away from siloed products toward unified AI-driven platforms.Despite recent market volatility, cybersecurity remains a powerful secular trend with global spending expected to hit $250 billion this year as organizations rush to secure new AI infrastructure and manage the risks of automated decision-making agents. Investing in this space now requires looking beyond just the software to the entire supply chain, where "cloud rent" and integration fees are eating into traditional margins. With hyperscalers like Microsoft reporting massive cyber revenues and AI labs like OpenAI entering the fray, the traditional software moat is under siege. We break down why the most resilient software plays might actually be the infrastructure giants that control the distribution and compute layers of the modern security stack.Watch our previous cybersecurity video: https://youtu.be/3rcz8RKgURUJoin 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 – Beyond the 2024 Manual: What's New in 2026? 01:00 – Our Core 5: The Cybersecurity Stock Basket 02:00 – Survival Analysis: Post-February "SaaS Apocalypse"03:15 – The $250 Billion Secular Trend 04:30 – AI Risk: Why Every Organization is Scared Right Now 06:00 – The Software Supply Chain: Product vs. Infrastructure 07:45 – The Microsoft Dominance: $37B in Cyber Revenue? 09:30 – Resellers & Consultants: Who Else is Taking a Cut? 11:00 – OpenAI & Anthropic: The New Cyber Players 12:15 – The Bottom Line: Are There Any Moats Left?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.#Cybersecurity #Investing2026 #StockMarket #AI #CrowdStrike #PaloAltoNetworks #TechInvesting #ChipStockInvestorNick and Kasey own shares of PANW, FTNT, CRWD, RBRK
Reports schreiben sich selbst, Forecasts laufen teilautomatisiert – aber was macht eigentlich der Mensch im Controlling dann noch? In dieser Episode hören wir Prof. Dr. Marcus Albrecht, Professor für Controlling, Data Analytics und KI an der Hochschule Düsseldorf (HSD) und Unternehmensberater für Analytics- und Change-Projekte. Er berichtet darüber, welche Tätigkeiten KI und Agenten zunehmend übernehmen, was vom Controller-Beruf bleibt und welche Skills Hochschulen heute vermitteln müssen. Diese reichen von Systemdesign, Datenverständnis bis zu kommunikativen Fähigkeiten, Geschäftsmodellen und Marktlogiken. Und ihr erfahrt, was Controllingexperten und CFOs konkret tun können.Wie immer freuen wir uns über Feedback, wenn Ihr den Podcast teilt und bewertet.LinksLinkedIn Profil Marcus Albrecht: https://de.linkedin.com/in/prof-dr-marcus-albrecht-9760a6232Homepage KDU Analytics Solutions: https://www.kdu-analytics.deProfil HSD Fachbereich Wirtschaftswissenschaften: http://wiwi.hs-duesseldorf.de/personen/marcus.albrechtBuch: „Erfolgsmodell Data Analytics – Use-Cases, Analysestrategien, Wettbewerbsvorsprünge" (Albrecht/Schlüter, 2020)
The week ahead will include a wealth of economic data, though most of that could be drowned out by the escalating conflict in the Middle East, says Dr. Jacky Tang, the Private Bank's emerging markets CIO. "The Middle East will remain the dominant narrative driver for day-to-day price action, but this week's economic data provides key cross-checks on whether we are facing a pure inflation shock, a growth shock, or both," Jacky says.He also notes that history has shown that the impacts of even major conflicts on markets tend to be fleeting. “Geopolitical events have rarely had a lasting effect on global stock markets unless they had significant economic impact. So far, our outlook for equity markets remains positive,” Jacky says, pointing to safe haven demand for government bonds, and the possibility of higher gold prices and a firmer US dollar.But even if economic data won't be top of mind this week, Jacky points to some important reports due, including the Federal Reserve's preferred inflation gauge. “We think the Fed could stay on hold in the next few months and monitor closely the inflation trends.”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
Broadcom's momentum does not appear to be slowing down anytime soon. With a Q2 revenue guide of $22 billion and AI chip sales projected to climb 140% year-over-year, the company is scaling custom silicon for the likes of Google, Meta, and the top AI labs.Announcements included its new custom accelerators called, get ready,...3.5D eXtreme Dimension System in package (XDSiP) platform. It's a mouthful, but new tech like this will continue to enable hyperscalers to design custom equipment for their own unique data center workloads. 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. #Broadcom #AVGO #Semiconductors #AI #Investing #ChipStockInvestor #TechStocksNick and Kasey own shares of Broadcom
This episode marks Kathy Jones' farewell as co-host of On Investing. Collin Martin, Schwab's head of fixed income research, takes over as co-host starting on March 20. As Kathy prepares for retirement after a decades-long career in finance, she reflects back on some of the most important lessons she learned throughout her career. She recounts how she started out as a runner at the Chicago Board of Trade before moving into research. Some of her core investing lessons from 50 years in markets include: The trend is your friend, don't marry your investments, and understand risk management. Then, in light of recent military action in Iran, Kathy and Liz Ann also discuss the state of geopolitical risk and its market implications. 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 and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Rebalancing may cause investors to incur transaction costs and, when a non-retirement account is rebalanced, taxable events may be created that may affect your tax liability. 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 (0326-L457) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A year ago, the Eagles' roster seemed sound and solid. The franchise was coming off its second Super Bowl, buoyed by electric skill position players on offense and young, bruising talent on defense. Following a disappointing 2025 season, the personnel situation feels anything but stable. A.J. Brown might be on the trading block. Key contract decisions loom. Several positions could use an upgrade. In other words, the time is yours, Howie Roseman. The Philadelphia Inquirer's Jeff McLane and Sports Illustrated's NFL senior writer Albert Breer offer an Eagles free agency forecast days before the craziness gets underway. 00:00 The most consequential free agency season of Howie Roseman's career? 01:30 A national view of the Eagles heading into free agency 05:25 Jalen Phillips, Max Crosby, and the edge rusher market 16:59 Dallas Goedert's value on the open market, and to the Eagles 21:51 Tough choices on Nakobe Dean and Reed Blankenship 25:15 A.J. Brown combine gossip; what are the Eagles asking? 35:28 To extend or not to extend; the Jalen Hurts question 41:25 In hindsight…Milton Williams vs. Jalen Carter unCovering the Birds is a production of The Philadelphia Inquirer and KYW Newsradio Original Podcasts. Look for new episodes throughout the season, including day-after-game reactions.
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
Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen
KI schreibt Texte, beantwortet Fragen – und lügt. In Experimenten haben KI-Agenten ihre eigene Leistung systematisch zu gut berichtet, Budgetforecasts bewusst manipuliert und sogar Daten gefälscht, um eigene Ziele zu verfolgen. Was klingt wie Science-Fiction, ist bereits heute in Testsettings beobachtbares Verhalten – mit weitreichenden Konsequenzen. Wenn KI-Agenten künftig Reporting-Aufgaben übernehmen, Forecasts erstellen oder gar eigenständig Entscheidungen treffen sollen, braucht es ein Management Control Framework. Zu Gast: Prof. Dr. Matthias Mahlendorf – Frankfurt School of Finance and Management. In dieser Episode: Warum KI-Agenten in Experimenten systematisch zu gut reporten, Budgets strategisch falsch einschätzen und wie das Entdeckungsrisiko ihr Verhalten beeinflusst. Welche vier Ursachen stecken hinter dem Fehlverhalten autonomer KI-Agenten Wie kann ein Management Control Framework für KI-Agenten aussehen. Warum sollte das Controlling die treibende Kraft bei der Steuerung von KI-Agenten sein – und diese Verantwortung nicht der IT überlassen.
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
Der Performance Manager Podcast | Für Controller & CFO, die noch erfolgreicher sein wollen
KI schreibt Texte, beantwortet Fragen – und lügt. In Experimenten haben KI-Agenten ihre eigene Leistung systematisch zu gut berichtet, Budgetforecasts bewusst manipuliert und sogar Daten gefälscht, um eigene Ziele zu verfolgen. Was klingt wie Science-Fiction, ist bereits heute in Testsettings beobachtbares Verhalten – mit weitreichenden Konsequenzen. Wenn KI-Agenten künftig Reporting-Aufgaben übernehmen, Forecasts erstellen oder gar eigenständig Entscheidungen treffen sollen, braucht es ein Management Control Framework. Zu Gast: Prof. Dr. Matthias Mahlendorf – Frankfurt School of Finance and Management. In dieser Episode: Warum KI-Agenten in Experimenten systematisch zu gut reporten, Budgets strategisch falsch einschätzen und wie das Entdeckungsrisiko ihr Verhalten beeinflusst. Welche vier Ursachen stecken hinter dem Fehlverhalten autonomer KI-Agenten Wie kann ein Management Control Framework für KI-Agenten aussehen. Warum sollte das Controlling die treibende Kraft bei der Steuerung von KI-Agenten sein – und diese Verantwortung nicht der IT überlassen.
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/
Book a reading with Professional Astrologer, Jill Jardine: www.jilljardineastrology.com Buy Jill's Book and Oracle Cards, Sacred Sound Formulas to Awaken the Modern Mind www.jilljardine.com Find out what seasoned astrologer Jill Jardine has to share about your sun sign forecast and lucky days for March 2026! Check out a sampling of forecasts below: PISCES (born February 19-March 20): Happy Birthday! March feels mystical and illusory at the same time -you can experience moments of transcendence and true connection. Love is in the air. Planets pulse through Pisces and Mercury is retro in your sign so you get to revisit dreams and wishes. You are the most impacted sign this month and could experience a total soul reset. Mercury retrograde in your sign forces emotional clearing and resolution of past relationships. You are ending outdated karmic cycles. You experience a major rebirth at the Pisces New Moon on 3/18. A new life cycle begins and you could experience a spiritual awakening... Lucky days: 3/17, 3/18 ARIES (born March 21-April 21): In early March, Piscean planets pulse through your 12 house of endings, karma and the unknown.You will be experiencing a month of healing, subconscious clearing and karmic release. Mercury Retrograde activates your solar 12th house, the unconscious realm. Past emotional wounds surfacing for resolution, Increased dream messages, psychic sensitivity, and intuitive awareness... Lucky days: 3/19, 3/20 Listen to the episode to find out about your Zodiac Sign! Remember to share, download and Subscribe! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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.
In this episode of the Inspiring Brave Leaders Podcast, Sabine Gromer speaks with Gregor Sieber – software industry veteran with over 20 years of experience and most recently Managing Director at CloudFlight Austria. Gregor brings a rare combination of deep technical expertise and sharp strategic thinking to one of the most pressing questions facing leaders today: Are you truly ready for what AI is about to demand of you?Together, Sabine and Gregor challenge some of the most dangerous myths and biases that are keeping executives passive in the face of exponential change. From the status quo bias and optimism bias to confirmation bias – they name what's getting in the way, and make a case for why traditional three-to-five-year strategies are no longer fit for purpose.The conversation takes a turn toward scenario thinking, anti-fragility, and what it means to lead organizations that don't just survive uncertainty, but are built to benefit from it.Whether you're just starting your AI journey or rethinking your entire organizational model, this episode's for you.Our Guesthttps://www.linkedin.com/in/gsieber/https://www.postdigitalleader.blog/ShownotesDavos Conversation about AGIAI Sources – Recommendations by GregorGregor Sieber suggests following these blogs and people for AI insights. He notes that he doesn't have time for every Lex Fridman or Dwarkesh podcast, so he uses them to spot trending topics and guests, then researches them traditionally. Gregor also recommends using AI tools to discover more good AI sources.https://www.deeplearning.ai/the-batch/https://www.deeplearning.ai/the-batch/tag/data-points/https://huggingface.co/bloghttps://developer.nvidia.com/bloghttps://techcrunch.com/category/artificial-intelligence/https://hai.stanford.eduhttps://bair.berkeley.edu/blog/https://machinelearning.apple.comhttps://openai.com/news/https://openai.com/research/index/https://research.google/blog/https://ai.google/research/https://deepmind.google/blog/https://blog.google/innovation-and-ai/models-and-research/google-deepmind/https://www.distillabs.ai/bloghttps://internationalaisafetyreport.org/publication/international-ai-safety-report-2026http://yann.lecun.comhttps://www.linkedin.com/in/yann-lecun/https://www.linkedin.com/in/andrewyng/https://www.linkedin.com/in/demishassabis/https://www.darioamodei.comhttps://www.linkedin.com/in/fei-fei-li-4541247/https://lexfridman.com/podcast/ – if not for listening, then for identifying topics and peoplehttps://karpathy.aihttps://simonwillison.nethttps://www.dwarkesh.com Dwarkesh Patel podcast – if not for listening, then for identifying topics and peoplehttps://twimlai.com/podcast/twimlaihttps://neurips.cc – one of the most important conferences in the fieldhttps://arxiv.org – find papers, e.g.: https://arxiv.org/list/cs.AI/recenthttps://www.platformer.news/https://garymarcus.substack.com/ https://datasociety.net/https://jack-clark.net/https://thegradient.pubhttps://www.alignmentforum.org/https://www.lesswrong.com/https://www.latent.spacehttps://www.oneusefulthing.orghttps://www.ben-evans.com/essays
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.
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.
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
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
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
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
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.
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
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.
Never heard the term “bomb cyclone” until yesterday? You're not alone
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
Renaissance English History Podcast: A Show About the Tudors
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
The Bitcoin mastermind group explores geopolitical tensions, including a potential U.S. response to Taiwan's defense and Venezuela's strategic oil reserves. They analyze the revolutionary impact of AI on economic models, employment, and national security, while diving into crypto regulation, Bitcoin predictions, and market dynamics. A mix of serious insights and entertaining AI-generated music rounds out the session. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:00:03 - Why the Venezuela raid could signify a new global power alignment 00:00:20 - The debate on whether the U.S. would defend Taiwan from a Chinese invasion 00:05:02 - Strategic importance of semiconductors in global power dynamics 00:17:58 - Elon Musk's prediction about deflation and AI-driven economies 00:25:27 - Why “bullshit jobs” might emerge in an AI-dominated future 00:32:04 - Insights from Microsoft's AI Economy Institute on global AI adoption 00:37:10 - How AI could disrupt white-collar work and content credibility 00:41:03 - Forecasts on Bitcoin's price trajectory through 2026 00:44:07 - The Clarity Act's potential impact on stablecoins and crypto markets 00:53:39 - How treasury yields, Powell investigations, and Bitcoin interconnect Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Related Episode: Bitcoin Mastermind Q3 2025. Related Episode: Bitcoin Mastermind Q2 2025. American Hodl on Nostr. Jeff Ross on Nostr. Joe Carlasare on X (Twitter), Nostr. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: HardBlock Human Rights Foundation Masterworks Linkedin Talent Solutions Simple Mining Plus500 Shopify Fundrise Netsuite References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm