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What did President Trump announce during his landmark address at General Motors' Milford Proving Ground in Michigan?
Marley Kayden discusses General Motors' (GM) accelerating push into AI and what it could mean for the future auto industry. She also covers New York's lawsuit against prediction market platform Kalshi and the legal battle surrounding its operations. Marley also talks about the latest on a SpaceX (SPCX) fragment reportedly on a collision course with the moon and why scientists are paying close attention.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Those Long-Term Chip Deals May Not Be as Secure as Investors Are Led to Believe When you listen to memory chip companies like Samsung Electronics, SK Hynix, and Micron Technology discuss their businesses, they often make it sound like customer contracts—some extending as long as five years—are essentially set in stone. Unfortunately, that's not entirely true. Yes, these companies have long-term agreements in place, but contracts in this industry are often renegotiated when market conditions change. If demand for memory chips weakens significantly, chip manufacturers have a strong incentive to work with their customers rather than strictly enforce every contractual commitment. The reason is simple: preserving long-term customer relationships is often far more valuable than maximizing short-term revenue. Imagine a customer that suddenly doesn't need as many chips because its own sales have slowed. If a supplier forces that customer to accept unwanted inventory, those chips may simply sit in a warehouse until demand recovers. By the time the customer needs additional chips, it may choose to reduce future orders or move business to a competitor that proved to be more flexible during difficult times. Competitors are always looking for opportunities to gain market share. If one supplier refuses to work with its customers, another is usually willing to offer better pricing or more favorable terms. Losing a major customer over a rigid interpretation of a contract can cost far more in future profits than making temporary concessions during a downturn. This isn't just theory and it has happened before. During the COVID-era, many long-term agreements were adjusted as demand shifted. Rather than forcing customers to take products they no longer needed, suppliers often renegotiated delivery schedules and purchasing commitments to preserve long-term partnerships. The same principle applies across many industries. Companies frequently modify or delay large commercial agreements when business conditions change. While contracts provide a framework, successful businesses understand that maintaining trust with key customers is often more important than enforcing every clause to the letter. Investors should remember that a signed contract does not necessarily guarantee future revenue will be recognized exactly as originally planned. Management teams often emphasize the value of their long-term agreements during earnings calls, but those agreements can evolve if market conditions deteriorate. At the end of the day, great businesses understand that customer relationships are built over years but can be damaged in a matter of weeks. In many cases, giving a customer flexibility during a downturn is a much better investment than insisting on strict contract enforcement. That's why investors should view long-term chip contracts as valuable, but not invincible. Why Index Investing Could Leave You Disappointed Long Term I often hear people say, "Just buy the S&P 500 and forget about it. You'll be fine." While that sounds simple, investing is rarely that easy. Many investors don't fully understand how an index works or why it has performed so well in recent years. The S&P 500 has been driven largely by a handful of technology and AI companies. By blindly investing in the index, many people are simply participating in a momentum strategy without realizing it. Very little thought is given to what those 500 companies are actually worth. There is no effort to trim positions that have become extremely expensive or overly concentrated. As valuations climb, the index simply gives those companies an even larger weighting, leaving investors with greater exposure to the stocks that have already gone up the most. Some people respond by saying, "I won't put everything in the S&P 500. I'll diversify into other index funds." But once you go down that road, investing becomes much more complicated and you'll likely underperform the S&P 500. Should you own an international index? A European index? A bond index? A growth index? A value index? Small-cap funds? REITs? There are hundreds of ETFs and mutual funds to choose from. Now you have another challenge: deciding how much to allocate to each one. When your portfolio declines will you understand why? More importantly, will you know what to do next? Many investors don't, and that uncertainty often leads to emotional decisions at exactly the wrong time. This is why I prefer managing a portfolio of individual value-oriented stocks, combined with money market funds and selected real estate investment trusts (REITs). That approach still provides diversification, but I understand what each investment is worth and why I own it. In my view, that's a much better foundation than owning five or ten different index funds without truly understanding what's inside them or how they're valued. Another common argument for index investing is lower fees. While fees certainly matter, they shouldn't be the only factor. The number that ultimately matters is your total return after all fees and expenses. A lower fee doesn't automatically translate into better long-term performance. If you own index funds, take some time to look under the hood. Do you really understand what you own? Do you know which sectors dominate your portfolio, which companies make up the largest holdings, and how expensive those businesses are today? If the answer is no, don't assume you'll be comfortable when the market experiences its next major decline. Investors who don't understand what they own are often the first to panic, and that confusion can lead to costly investment mistakes. The U.S. economy is still in much better shape than many people think. This week brought three major events for investors: GDP, PCE inflation, and the Federal Reserve meeting. While the headlines may have sounded mixed, the underlying data still paints a healthy consumer. Second-quarter GDP grew at a 1.5% annualized rate, below economists' expectations. At first glance, that may seem disappointing. But when you look under the hood, the economy continues to show resilience. Consumer spending, which accounts for nearly 70% of U.S. GDP, increased 3.2% after a weak first quarter where it only climbed 0.5%. That tells me the American consumer is still in good shape, and that's one of the biggest reasons the economy continues to avoid the recession that so many have been predicting. Major drags on the headline GDP figure included government spending, which reduced growth by 0.14 percentage points, as well as the more volatile components of trade and the change in private inventories, which subtracted 1.01 and 0.67 percentage points, respectively. Inflation remains the biggest challenge. The Fed's preferred inflation measure, core PCE, increased 3.3% over the past year. While that's an improvement from where we've been, it's still well above the Federal Reserve's 2% target. I continue to believe inflation will remain sticky until energy prices become more stable. Energy impacts transportation, manufacturing, and virtually every supply chain, so it's difficult to see inflation falling sustainably while energy costs remain volatile. The Fed, as expected, left interest rates unchanged. What stood out wasn't the decision, it was the growing disagreement among policymakers. The 3 dissents that voted for a 25-basis point increase highlight just how uncertain the economic outlook remains. When inflation is still elevated but the economy continues to grow, there isn't an easy policy answer. One thing I do like so far is Kevin Warsh's changes at the Fed. I like the simplified statement, the encouragement of differing viewpoints, and rather than projecting absolute confidence in economic forecasts, he has acknowledged the uncertainty surrounding them. That's a refreshing change. Economic forecasting has never been an exact science, and I would rather have a Fed Chair who recognizes the limitations of those projections than one who pretends they are precise. What's surprising is how quickly some of the talking heads have claimed Warsh already has a credibility problem. I don't see it that way. Credibility isn't about making bold predictions that later need to be revised. It's about being honest about what we know, what we don't know, and allowing incoming data to guide policy. The takeaway for investors is simple: don't let one headline drive your investment decisions. The economy continues to expand, consumers are still spending, inflation remains stubborn, and the Fed is navigating a difficult policy environment. Looking beneath the surface is often where you'll find the real story. Leverage Is Fuel... Until It Becomes the Fire The last few weeks have been a reminder that leverage looks like a wonderful tool on the way up... but it's a devastating one on the way down. FINRA's new margin rules have effectively replaced the 25-year-old Pattern Day Trader rule, allowing traders with as little as $2,000 to make unlimited day trades using intraday margin. While this opens the door for more retail participation, it also means more investors have access to leverage, something that has historically magnified both gains and losses. This is a big problem considering FINRA margin debt climbed 49% year over year to another record in June of roughly $1.5 trillion. This comes as investor net credit balances have fallen to a record negative $1.06 trillion. In other words, investors collectively owe more on margin than they have sitting in cash accounts. For comparison's sake, in March 2000 this measure stood at a negative $0.13 trillion. That's an aggressive setup if volatility returns. We also saw this past week the spectacular collapse of Leopold Aschenbrenner's AI-focused hedge fund, Situational Awareness, which shows what can happen when conviction is paired with excessive leverage. The near 25-year-old Aschenbrenner was painted as a genius with strong credentials like being Columbia University's valedictorian at age 19. His fund was launched in July 2024 and he had no experience managing money before that. Before this month's decline the fund had gains of more than 1,000% since inception. The fund used tons of leverage with some saying as much as 400% to build massive positions in AI and semiconductor stocks while shorting stocks in the software space like Adobe. The problem is when names like Coreweave, Nebius, and Sandisk fell more than 50% from their highs and the software stocks rallied, margin calls forced the liquidation of most of its public equity portfolio. The result was staggering considering the fund peaked at above $45 billion in assets and with the selloff they plunged to around $10 billion. This forced a fire sale of assets at a discount to Ken Griffin's Citadel. Some speculate that the forced selling may have helped create the bottom. Once one of the market's largest leveraged sellers had finished liquidating, the selling pressure eased and many AI stocks staged a sharp rebound. Others believe the selling is not over as Michael Burry reportedly used Thursday's powerful rally as an opportunity to increase several of his bearish positions in Micron, Nvidia and the VanEck Semiconductor ETF. Whether he's ultimately right or wrong remains to be seen, but it's a reminder that some experienced investors still believe AI-related valuations and leverage remain stretched. Here Come the Robots! Robots have been making their way into manufacturing for decades. The first industrial robotic arm, called Unimate, was installed in 1961 on the assembly line at a General Motors plant in Trenton, New Jersey. But today's robots are very different. They're no longer just stationary robotic arms bolted to the factory floor, they're starting to look and move like humans. That reality is beginning to make workers uneasy. At a Hyundai Motor plant in South Korea, employees have gone on a partial strike, with concerns over automation playing a role. Hyundai recently unveiled its humanoid robot, Atlas, which stands 6'2", weighs about 200 pounds, can lift up to 110 pounds, and can continuously carry nearly 70 pounds. It's easy to understand why workers are wondering what these machines could mean for their jobs. South Korea is already the world leader in industrial robot adoption, with approximately 1,220 industrial robots for every 10,000 manufacturing employees. By comparison, the United States has around 307 robots per 10,000 workers. One statistic that surprised me was China, which currently has only about 166 industrial robots per 10,000 manufacturing workers. If Elon Musk has anything to say about it, those numbers could change dramatically over the next several years. Tesla is aggressively developing its humanoid robot, Optimus, with the goal of having it help build vehicles in its factories before long. If that vision becomes reality, other manufacturers will almost certainly follow. The idea of humanoid robots can be unsettling, but the transition is likely to be slower than many people expect. Industry forecasts suggest that global annual production of humanoid robots could reach roughly 1.2 million units by 2030. While that sounds like a large number, it's still a tiny fraction of the global workforce. So, we're probably still a few years away from living like The Jetsons. If you're not familiar with the cartoon, it debuted in September 1962 and imagined a future filled with flying cars and household robots. I guess I will have to wait a few more years to get a maid like the Jetsons had named Rosie the robot. Financial Planning: Tax Relief Coming for Older Home Sellers? The federal home sale capital gain exclusion has remained unchanged since 1997, allowing homeowners to exclude up to $250,000 of gain if single or $500,000 if married filing jointly when selling a primary residence. With home values rising significantly over the past three decades, particularly in high-cost areas like California, many long-time homeowners now face substantial capital gains taxes when downsizing. A new proposal, the Nest Egg Protection Act, would increase the exclusion to $1 million for homeowners age 65 and older who have owned and lived in their home for at least 25 years. This would allow more seniors to keep the equity they've built over a lifetime. In addition to providing tax relief, the proposal could encourage more older homeowners to sell, increasing housing inventory and making homeownership more attainable for first-time buyers. While the legislation has not yet been enacted and homeowners should continue planning under current law, the proposal reflects a growing recognition that the existing exclusion no longer aligns with today's housing market. Companies Discussed: International Business Machines Corporation (Ticker: IBM)
Summer Remix: Album 8 Track 16: Lead with Guts, Accelerate Growth w/Bob KrautHow did a $5 million marketing stunt turn into one of the top 5 marketing ideas of the last 50 years? In this episode of Brands, Beats & Bites, hosts Darryl "DC" Cobbin and Larry "LT" Taman sit down with legendary CMO Bob Kraut (former CMO of Papa John's, Arby's, Pizza Hut, and Captain D's) to pull back the curtain on his iconic career of driving explosive business growth.From orchestrating the famous Oprah Winfrey Pontiac G6 giveaway at General Motors to launching the first-ever iPhone pizza ordering application, Bob shares firsthand stories of what it takes to be an adventurous marketer.We dive deep into:The Famous Oprah Winfrey "You Get a Car!" BackstoryThe Art of the Career PivotMarketing with "Guts"The Problem with Modern AdsIf you are an aspiring CMO, brand manager, or marketing student looking to understand how to balance data-driven left-brain insights with creative right-brain ambition, this masterclass is for you.Don't forget to subscribe, rate, and share with a fellow Brand Nerd!Instagram | LinkedIn
Deglobalization is rewriting where factories get built, and Ujjwal Kumar of Siemens explains what has to change on the plant floor before reshoring actually works.For thirty years the manufacturing playbook was labor arbitrage. Move high volume, low mix production to wherever disciplined labor was cheapest, then ship it back. Ujjwal Kumar, President of Automation for Siemens Digital Industries in the Americas, argues that model has quietly stopped making sense. Demand has fragmented into high mix, lower volume, regionally specific production, and the factories in Suzhou running on robots and autonomous systems no longer carry a cost advantage over the same operation in Chicago. When the labor content collapses, the business case for distance collapses with it. That single shift explains more about the current reshoring wave than any tariff headline.The trigger was not one event. Supply chain disruption after COVID proved that geographic proximity to supply was a profitability advantage, not a nice to have. Then came the political shock: vaccine access turned out to be governed by country of citizenship rather than global distribution, and leaders across every region started sorting industries into a folder marked critical. That folder now holds semiconductors, steel, power generation, defense, space, and life sciences. Ujjwal walks through where the money is actually landing right now, including AI data centers in remote locations that demand autonomous and remote operations, power generation across fossil, renewable, nuclear, and hydro, and a level of greenfield life sciences investment in the United States he has not seen in decades. The life sciences point is the sharpest one in the episode. Drug manufacturing left as mass produced batch operations and is returning as cell and gene therapy, personalized medicine, and precision biologics, which means lot sizes of one and R&D sitting physically next to production. The design it here, build it there model taught in business schools simply does not survive that.About Ujjwal KumarUjjwal Kumar is President of Automation for Siemens Digital Industries in the Americas. A mechanical engineer by training with an MBA from the Michigan Ross School of Business, he began his career at General Motors in Detroit and went on to spend ten years at GE and seven years at Honeywell Process Solutions before leading Teradyne Robotics, one of the largest physical AI based robotics platforms. He oversees the Siemens automation portfolio spanning discrete, process, and intralogistics automation, and he continues to mentor MBA students at Michigan Ross.Timestamps0:00 Introduction2:00 Career path from General Motors to Siemens6:10 What deglobalization means for manufacturing9:00 COVID, vaccine quotas, and the reshoring trigger13:05 Labor arbitrage versus automation arbitrage15:50 Attracting the next generation of factory workers19:35 Why semiconductor reshoring will take years23:00 Tribal knowledge and the documentation problem26:00 Where the investment is going right now32:30 Adaptive manufacturing and the AI hype question35:30 Platforms, ecosystems, and Siemens Xcelerator43:20 Careers, AI, and advice for engineersReferencesSiemens Xcelerator Marketplace: https://xcelerator.siemens.com/global/en.htmlThis episode is sponsored bySiemens is a technology company focused on industry, infrastructure, transport, and healthcare, and it supplies industrial automation hardware and industrial software to manufacturers worldwide. Its Digital Industries business covers discrete automation, process automation, intralogistics, and the Siemens Xcelerator platform.https://www.siemens.comAbout Your HostsVladimir Romanov is a co-host of The Manufacturing Hub Podcast and the founder of Joltek, an independent manufacturing and industrial automation consulting firm specializing in modernization strategy, digital transformation, and workforce development. Joltek works with manufacturers and investors to de-risk modernization and build the internal capability to sustain results.Connect with Vlad: https://www.linkedin.com/in/vladromanov/Want to go deeper? Vlad and the team at Joltek have covered related topics here:Understanding Supply Chains: https://www.joltek.com/blog/understanding-supply-chainsManufacturing Challenges with New Machinery and Plants: https://www.joltek.com/blog/manufacturing-challenges-new-machinery-plantDave Griffith is a co-host of The Manufacturing Hub Podcast and founder of Capelin Solutions, an industrial automation firm helping manufacturers adopt smart manufacturing technology. He brings 15 years of experience in industrial automation and digital transformation.Connect with Dave: https://www.linkedin.com/in/davegriffith23/Subscribe to Manufacturing Hub: https://www.manufacturinghub.liveLinkedIn: https://www.linkedin.com/company/manufacturing-hub-networkYouTube: https://www.youtube.com/@ManufacturingHub
Unifor and General Motors start contract talks and a crow in the region has tested positive for West Nile Virus. These stories and more are in your noon news on the go.
Today on The Amber May Show, the walls are closing in on some of Washington's most protected figures. Dr. Anthony Fauci invokes the Fifth Amendment during explosive Senate testimony, but lawmakers argue Joe Biden's sweeping pardon removed his right to remain silent about pardoned conduct. Sen. Rand Paul moves toward a contempt vote, Sen. Josh Hawley cites Supreme Court precedent, and Fauci's own diary raises new questions about whether CDC language on vaccine effectiveness was softened to protect booster recommendations and federal mandates. We also examine more than 70 hours of newly released recordings between Joe Biden and his ghostwriter, growing concerns about foreign money flowing through American nonprofits, and legislation designed to expose funding tied to foreign nationals and adversarial countries. Plus, we look at the lessons of the Russian Revolution and why the tactics used by communist movements still matter today. Then, Dr. Steve Bonta, publisher of The New American, joins the show to discuss the economic reality facing the electric-car industry. Ford and General Motors are writing off billions, canceling EV projects, and returning their attention to gas-powered and hybrid vehicles as consumers reject high prices, limited range, charging delays, and government-driven mandates. Follow the money. Follow the records. Follow the facts. Join Me On Telegram https://t.me/theambermayshow Podcast Like A PRO https://podcast-like-a-pro.trainercentralsite.com Promocode Amber Discord https://discord.gg/kUsDba4zRj https://discord.com/channels/1331829063400034435/1331829063869792308 The Amber May Show Theme Song https://suno.com/song/87e27080-4ddb-47f7-8722-b00b251e6c84 Get AMAZING Amber May Merchandise https://www.ambermayshow.com/amazing-products Follow Me on Pickax https://pickax.com/?referralCode=gb4e11n&refSource=copy Follow me on FaithNFreedom https://www.faithnfreedom.social/u/3d6be46b Get all your My Pillow Products at a DISCOUNT www.mypillow.com/amber Use Promo Code AMBER and save up to 66% off Promo code-AMBER 800-957-2123 Get Ivermectin and hydroxychloroquine and SAVE Dr Stella Immanuel https://marketplace.drstellamd.com/amber-may Use Promo Code AmberMay and save Become An Affiliate with Dr Stella https://rehoboth-medical-cli.trackdesk.com/sign-up?referralAccountId=1f8c94aa-933e-4aa8-ac5b-5a8d9a0d4508 Save Money When Using A Patient Advocate In The Medical System https://www.graithcare.com/?ref=Amber Take Control of Your Health & Healing! Get the full celebration of solutions that happened at Healing For The A.G.E.S. Over 20 hours of ground-breaking, life-changing, information you've never heard before, and can't get anywhere else! https://healingfortheages.com/ use promocode Amber Patriot Mobile- Free Activation When you become a Patriot Mobile member, your dollars are helping to fund our God-given right to freedom. A portion of every dollar we earn is given back to the causes that support organizations that fight for First Amendment Religious Freedom, Freedom of Speech, Second Amendment Right to Bear Arms, Sanctity of Life, and the needs of our Veterans and First Responders. https://www.patriotmobile.com/amber/ Use Promocode AMBER Our Exodus supplement nourishes your body with potent biblical ingredients, supporting your physical and spiritual journey. Https://exodusstrong.com?a_aid=Amber Become an Exodus Affilate Https://exodusstrong.com/pages/champions?a_aid=Amber The Flynn Movie https://www.flynnmovie.com/ref/azladyz/ War On Truth Movie You've been told that J6 was a violent insurrection against the United States by a group of angry, fringe, MAGA supporters… What if it wasn't? What if there really was a War on Truth? https://hisglory.tv/?ref=448 Promocode MAY Patrick Byrne, the founder/CEO of Overstock.com, rose to the height of financial success and was once heralded as a Wall Street prophet. However, in 2019, Byrne seemingly slipped into madness — stepping down from his multi-billion dollar company, claiming to be a covert government asset trapped in a deadly game of political espionage https://enemywithindocuseries.com/ref/amber Promocode AMBER Is it possible with Turbo Cancers on the rise and Big Pharma's reputation at zero, that Americans are finally ready to hear the truth about Cancer? Are you ready? In the 70's a Doctor working for a National Cancer Institute discovered that Apricot seeds, which contain B-17, actually slowed the growth of tumors. https://rncstore.com/ambermay Ensure the health of the indoor air quality in your home investing in good air purifiers to eliminate pollutants and allergens. Find adjunctive therapies to cancer and better health with red light and methylene blue found in the link below! https://airwaterhealing.com/#May Promocode May Supermassive Black Coffee Use Promocode AMBER https://www.supermassiveblackcoffee.com/ Find Where we air our show here: https://www.ambermayshow.com/
Today on The Amber May Show, the walls are closing in on some of Washington's most protected figures. Dr. Anthony Fauci invokes the Fifth Amendment during explosive Senate testimony, but lawmakers argue Joe Biden's sweeping pardon removed his right to remain silent about pardoned conduct. Sen. Rand Paul moves toward a contempt vote, Sen. Josh Hawley cites Supreme Court precedent, and Fauci's own diary raises new questions about whether CDC language on vaccine effectiveness was softened to protect booster recommendations and federal mandates. We also examine more than 70 hours of newly released recordings between Joe Biden and his ghostwriter, growing concerns about foreign money flowing through American nonprofits, and legislation designed to expose funding tied to foreign nationals and adversarial countries. Plus, we look at the lessons of the Russian Revolution and why the tactics used by communist movements still matter today. Then, Dr. Steve Bonta, publisher of The New American, joins the show to discuss the economic reality facing the electric-car industry. Ford and General Motors are writing off billions, canceling EV projects, and returning their attention to gas-powered and hybrid vehicles as consumers reject high prices, limited range, charging delays, and government-driven mandates. Follow the money. Follow the records. Follow the facts. Join Me On Telegram https://t.me/theambermayshow Podcast Like A PRO https://podcast-like-a-pro.trainercentralsite.com Promocode Amber Discord https://discord.gg/kUsDba4zRj https://discord.com/channels/1331829063400034435/1331829063869792308 The Amber May Show Theme Song https://suno.com/song/87e27080-4ddb-47f7-8722-b00b251e6c84 Get AMAZING Amber May Merchandise https://www.ambermayshow.com/amazing-products Follow Me on Pickax https://pickax.com/?referralCode=gb4e11n&refSource=copy Follow me on FaithNFreedom https://www.faithnfreedom.social/u/3d6be46b Get all your My Pillow Products at a DISCOUNT www.mypillow.com/amber Use Promo Code AMBER and save up to 66% off Promo code-AMBER 800-957-2123 Get Ivermectin and hydroxychloroquine and SAVE Dr Stella Immanuel https://marketplace.drstellamd.com/amber-may Use Promo Code AmberMay and save Become An Affiliate with Dr Stella https://rehoboth-medical-cli.trackdesk.com/sign-up?referralAccountId=1f8c94aa-933e-4aa8-ac5b-5a8d9a0d4508 Save Money When Using A Patient Advocate In The Medical System https://www.graithcare.com/?ref=Amber Take Control of Your Health & Healing! Get the full celebration of solutions that happened at Healing For The A.G.E.S. Over 20 hours of ground-breaking, life-changing, information you've never heard before, and can't get anywhere else! https://healingfortheages.com/ use promocode Amber Patriot Mobile- Free Activation When you become a Patriot Mobile member, your dollars are helping to fund our God-given right to freedom. A portion of every dollar we earn is given back to the causes that support organizations that fight for First Amendment Religious Freedom, Freedom of Speech, Second Amendment Right to Bear Arms, Sanctity of Life, and the needs of our Veterans and First Responders. https://www.patriotmobile.com/amber/ Use Promocode AMBER Our Exodus supplement nourishes your body with potent biblical ingredients, supporting your physical and spiritual journey. Https://exodusstrong.com?a_aid=Amber Become an Exodus Affilate Https://exodusstrong.com/pages/champions?a_aid=Amber The Flynn Movie https://www.flynnmovie.com/ref/azladyz/ War On Truth Movie You've been told that J6 was a violent insurrection against the United States by a group of angry, fringe, MAGA supporters… What if it wasn't? What if there really was a War on Truth? https://hisglory.tv/?ref=448 Promocode MAY Patrick Byrne, the founder/CEO of Overstock.com, rose to the height of financial success and was once heralded as a Wall Street prophet. However, in 2019, Byrne seemingly slipped into madness — stepping down from his multi-billion dollar company, claiming to be a covert government asset trapped in a deadly game of political espionage https://enemywithindocuseries.com/ref/amber Promocode AMBER Is it possible with Turbo Cancers on the rise and Big Pharma's reputation at zero, that Americans are finally ready to hear the truth about Cancer? Are you ready? In the 70's a Doctor working for a National Cancer Institute discovered that Apricot seeds, which contain B-17, actually slowed the growth of tumors. https://rncstore.com/ambermay Ensure the health of the indoor air quality in your home investing in good air purifiers to eliminate pollutants and allergens. Find adjunctive therapies to cancer and better health with red light and methylene blue found in the link below! https://airwaterhealing.com/#May Promocode May Supermassive Black Coffee Use Promocode AMBER https://www.supermassiveblackcoffee.com/ Find Where we air our show here: https://www.ambermayshow.com/
- IIHS: Waymo AVs Safer Than Humans - Ford Goes After Military Contracts - EU OEMs Go After Military Contracts, Too - U.S. War Department Wants Auto Execs - Stellantis Dumps Free2Move - BMW To Make EV Batteries In-House - VW Wants to Split Battery Investment with Gotion - Mercedes Earnings Surprise and Disappoint - GM Hosts Trump in Michigan
- IIHS: Waymo AVs Safer Than Humans - Ford Goes After Military Contracts - EU OEMs Go After Military Contracts, Too - U.S. War Department Wants Auto Execs - Stellantis Dumps Free2Move - BMW To Make EV Batteries In-House - VW Wants to Split Battery Investment with Gotion - Mercedes Earnings Surprise and Disappoint - GM Hosts Trump in Michigan
Earnings and sales, 'remain fairly solid,' says WWJ Auto Expert Jeff Gilbert following a visit to General Motors this week by Pres Donald Trump. 'We're still seeing pickup trucks and SUVs as the most popular vehicles,' Gilbert tells Megan Lynch. He does see a trend of, 'longer and longer loans,' for car buyers. Gilbert also looks at a new insurance institute study of Waymo self-driving cars which reports fewer crashes than human-driven cars. (Photo by Andrew Harnik/Getty Images)
Hour 2 of the Bob Rose Show, on the special bond between General Motors auto workers and Pres. Trump. Monday's appearance in Michigan outlined the ways Trump policies have protected manufacturing jobs and grown opportunities for businesses committing to American workers. Plus, all of Tuesday morning's biggest stories for 7-28-26
Senate Majority Leader John Thune is trying to get a bunch done ahead of the Senate's long summer break, from sanctions legislation on Russia to funding the government. But none of that seems to matter to President Trump. He's focused on the SAVE America Act – a sweeping piece of federal legislation that would dramatically change how Americans vote (and most likely, who gets to vote in the first place). Now, a group of far-right Senators – like Utah Sen. Mike Lee – are demanding Thune cancel vacation and put the SAVE America Act on the floor. So who is in charge in the Senate – John Thune, or Donald Trump? To find out, we spoke to Burgess Everett. He's the congressional bureau chief at Semafor.And in headlines, Trump defended his sweeping tariffs during a speech at a General Motors facility in Michigan; a New York Times report revealed that the Trump Administration canceled major grants for clean-energy projects based entirely on politics; and President Trump finally got to perform his stand-up routine at the White House Correspondents' Association Dinner.Show Notes: Check out Burgess' work – semafor.com/author/burgess-everett Call Congress – 202-224-3121 Subscribe to the What A Day Newsletter – https://tinyurl.com/y4y2e9jy What A Day – YouTube – https://www.youtube.com/@whatadaypodcast Follow us on Instagram – https://www.instagram.com/crookedmedia/ For a transcript of this episode, please email transcripts@crooked.com
Trump makes history as the first sitting president to visit General Motors' famous Milford Proving Ground, and turns it into equal parts economic victory lap and full throttle campaign rally. Expect tariff talk on foreign cars and trucks, a nostalgic detour into his father's love of Cadillacs, and genuine enthusiasm over Escalades, Silverados, and a mysterious new class of tiny cars now cleared for American roads. Michigan candidates line up for their moment at the podium, crime statistics get a victory lap of their own, and there's a passionate case against the Save America Act's opposition mixed in with jabs at open borders, mail in ballots, and a certain former UAW president. Between auto plant announcements and a heartfelt nod to military families, this one bounces from factory floor pride to full blown political rally energy without missing a beat, all under the hum of some very warm proving ground air conditioning.
President Donald Trump is making his case for tariffs and tax cuts during a visit to Michigan, but economic uncertainty, geopolitical tensions and slipping approval ratings present significant political challenges ahead of the state's pivotal primary. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jimmy addresses the latest news, like Trump giving a speech at the General Motors plant in Michigan, before speaking with Jim Gaffigan and Karlie Kloss.
As a backlash against AI builds, CEOs of AI firms are beefing up security and telling employees to leave their company branded swag at home. WSJ's Zusha Elinson unpacks the violent threats putting the industry on edge. Plus, Tesla became the most valuable car company in the world by acting less like an automaker and more like a tech company. WSJ Detroit Bureau Chief Patrick George digs into the company's latest quarterly results, and why they made investors push the stock lower. Imani Moise hosts. Have you seen an AI-generated post you thought was real? We want to hear from you! Record a voice memo and send it to tnb@wsj.com or leave us a voicemail at (212) 416-2236. Sign up for the WSJ's free Technology newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
This week, Courtney and Whitney welcome The Yum Yum Foodie, chef Eddie Zamora for a heartfelt conversation about Cuban food, Miami childhood memories, and the two extraordinary parents who shaped his life. He celebrates his mom, Momma Eva, a classically trained pianist who arrived in the United States at 18, worked as a bank teller in New York, and later built a career at General Motors. After Eddie's dad gifterd her a cookbook, she also became one of the best cooks in the family. From filet mignon hamburgers and next-day lasagna on the first day, to Noche Buena feasts, porcelain cows, and one mojito Eddie probably should not have finished, Momma Eva's love showed up in everything she did. Eddie also shares the strength she showed during her seven-year battle with cancer and the family memories that still inspire him today. This episode is dedicated to Eddie's late father, Antonio "Papi" Zamora Diaz, a beloved jazz musician and Miami bandleader whose music and spirit can be felt throughout Eddie's story. All Things Eddie Zamora Website - https://www.theyumyumfoodie.com/ Instagram - https://www.instagram.com/theyumyumfoodie/ Facebook - https://www.facebook.com/TheYumYumFoodie/ Kill The Bottle Podcast - https://killthebottle.buzzsprout.com/ Watch Countdown to Delicious - https://youtu.be/nLGB_aSC2ug?si=czVxXFMUuvv9d1NZ About Hey Sis, Eat This Hey Sis, Eat This is hosted by Courtney Ashley & Whitney Wolder Follow us on social media @heysiseatthis Visit our Website for recipes and more heysiseatthis.com Contact us at hello@heysiseatthis.com
In der heutigen Folge sprechen die Finanzjournalisten Moritz Seyffarth und Philipp Vetter über den Magic-Effekt bei Hasbro, neuen Optimismus bei General Motors und ein neues Leasing-Programm von Apple und Klarna. Außerdem geht es um Micron Technology, ARM, Infineon, Tesla, 3M, Danaher, Northrop Grumman, Apple, Klarna, Amazon, Alphabet, Microsoft, Alibaba, AMD, Qualcomm, ASML, TSMC, den State Street SPDR S&P US Technology Select Sector (WKN: A14QB5), den iShares S&P 500 Energy Sector ETF (WKN: A142NX), den Xtrackers MSCI World Momentum UCITS ETF (WKN: A1103G) und den Xtrackers MSCI World Minimum Volatility UCITS ETF (WKN: A1103F). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Hands-off driving is one thing. Taking your eyes off the road entirely is something else. General Motors will allow you to do exactly that with the next generation of Super Cruise, its autonomous driving technology. Mandi Damman, Executive Chief Engineer at GM, oversees that effort along with the Chevy Bolt, the Cadillac Lyriq and Vistiq, and the company's entire battery electric truck lineup. She started as a co-op student working on body structures, a modest foundation that turned out to matter enormously for electric vehicles. The conversation gets into what actually changes in the next Super Cruise, how quickly the system will spread across GM's lineup, and what it feels like to ride in one of the development vehicles already on the road. Mandi is also strikingly candid about Chinese automakers. She spent time in China last December and came back with a clear picture of how they iterate so quickly. Join Craig Cole and co-host Sam Abuelsamid as they dive deep with Mandi to find out how close self-driving really is and what GM's strategy is to keep pace with international rivals in this episode of GreenCars, The Podcast.Chapters0:00 - Introduction4:04 - Meet Mandi Damman & Her Path at GM8:38 - GM's EV Strategy & the Hybrid Question10:49 - Next-Gen Super Cruise Goes Eyes-Off16:57 - New Hardware, LiDAR & Rollout Plans28:11 - Chinese Automakers, Speed & EV Structures34:05 - Three for the Road38:30 - ConclusionsCheck out our Buyer's Guide at https://apps.greencars.com/buyers-guideVisit GreenCars on YouTube for EV and hybrid reviews and much more:https://www.youtube.com/@greencarshq Hosted on Acast. See acast.com/privacy for more information.
Singapore launches its first Singapore Depository Receipts with SpaceX, Sea and Grab making their SGX debut. We unpack what SDRs mean for investors, look at Wall Street's AI-driven rally, discuss why semiconductor stocks remain the market's biggest debate, and round up the latest movers including Super Micro, General Motors, the Japanese yen and Kubota's breakthrough water-from-air technology.See omnystudio.com/listener for privacy information.
P.M. Edition for July 21. Recent AI models from China claim they're just as powerful as some of the most cutting-edge models from OpenAI and Anthropic. Journal reporter Amrith Ramkumar joins to discuss the latest reactions from Silicon Valley and the White House. Plus, General Motors had a strong second quarter as consumers kept buying pickup trucks and SUVs. And New Jersey says a software error led to almost 400 non-citizens voting in elections in the state since 2023. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Plus: trade technology provider Altana acquires AI platform to tackle customs complexity. And Coinbase stock jumps after Clarity Act clears major hurdle. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Plus: Oil tops $90 a barrel as Middle East conflict continues. And shares of Utz Brands soar after the snack-food maker agrees to go private. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Carl Quintanilla and Jim Cramer discussed the chip sector rally as stocks look to snap a three-day losing streak. Hear why Cramer says not to own "too much tech" and that "for the moment, it's time to go to other sectors." The anchors reacted to 3M and General Motors each posting Q2 earnings beats and raising guidance. SpaceX in the midst of a seven-day losing streak and falling below Meta in the market cap race. See how far SpaceX shares have tumbled since being added to the Nasdaq 100 two weeks ago. Also in focus: Oil rises on U.S.-Iran tensions, President Trump hits Canada with 50% tariffs, Nvidia's 9.3% stake in Nebius, Novo Nordisk sues weight-loss drug rival Eli Lilly, Oracle's credit risk and AI debt, earnings winners and losers. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Today on CarEdge Live, Ray and Zach discuss the latest news on General Motors. Tune in to learn more! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
After a Monday that saw the S&P 500 Index descend on rising oil and yields despite chip market strength, investors await General Motors, 3M, and Northrop Grumman. 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 securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions. All expressions of opinion are subject to change without notice in reaction to shifting market 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. For illustrative purposes only. Individual situations will vary. Not intended to be reflective of results you can expect to achieve. Investing involves risk, including, for some products, more than your initial investment. Past performance is no guarantee of future results. Supporting documentation for any claims or statistical information is available upon request. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. Schwab does not recommend the use of technical analysis as a sole means of investment research. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0131-0726) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Kevin Warsh is heading into his next Fed meeting with inflation pressures rising again, interest rates holding near recent highs, and investors watching to see whether his tough talk will turn into action.Mike Armstrong and Marc Fandetti break down why the Fed may have a harder time arguing that interest rates are restrictive, how renewed Middle East tensions are keeping pressure on oil, shipping, and inflation expectations, and why Warsh's credibility could determine how long the Fed can wait before tightening policy. They also discuss whether the massive AI spending boom will actually pay off for today's market leaders, why General Motors is leaning on high-margin trucks and SUVs, how tariff uncertainty is weighing on growth and hiring, and why housing inventory remains stuck below pre-COVID levels.
Marley Kayden discusses General Motors' (GM) latest earnings as shares rally on a beat and raise quarter. She says consumer demand in North America remains strong even as tariffs and an unclear geopolitical backdrop pose last challenges. Tim Biggam walks investors through an example options trade for General Motors.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Andrew Almeida discusses General Motors' (GM) strategy to drive growth through AI, energy, and defense initiatives, highlighting its partnership with Nvidia (NVDA) and expansion in defense technology. He also explains why Bitcoin's decentralized structure and declining correlation to equities make it an attractive long-term alternative investment.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Rebecca Lindland and Scott Martin break down General Motors' (GM) earnings and evolving growth strategy. Lindland highlights GM's focus on high-margin vehicles and flexible powertrain offerings, while Martin discusses the company's expansion into batteries, aerospace, defense, and recurring-revenue services as CEO Mary Barra pushes to diversify beyond traditional auto manufacturing.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
In this episode, Fabian Alefeld sits down with Ante Lausic, Lead Process Engineer at General Motors' Additive Industrialization Center (AIC), to explore what it takes to successfully scale additive manufacturing (AM) in the automotive industry. Ante explains why automotive manufacturing demands more than innovative technology - it requires AM-native designs, cost-effective production, automotive-qualified materials, and repeatable processes capable of supporting high-volume manufacturing. He also shares how GM has evolved from using AM primarily for rapid prototyping to establishing the Additive Industrialization Center in 2020 to evaluate new technologies, validate production readiness, and strengthen collaboration across the supply chain.The conversation highlights real-world production applications, including the Cadillac Celestiq, which incorporates more than 130 AM components, such as a safety-critical binder-jetted stainless steel seatbelt guide and aluminum steering wheel trim. Ante also discusses the rapid growth of additive manufacturing for tooling, including die-casting inserts, plant fixtures, and end-of-arm tooling, and offers his perspective on where the technology is delivering the greatest value for automotive manufacturers today.01:56 Scaling AM in Automotive05:10 Value and Cost Reality07:27 GM Additive Center Origins11:02 Educating Engineers and Suppliers14:34 Celestiq AM Success Stories19:44 Supplier Freedom and Standards23:00 Tooling Inserts Big Wins27:50 End of Arm Tooling Growth29:36 Motorsports and F1 Links32:10 Aftermarket Digital Warehousing33:39 Materials and PPAP Hurdles36:14 PPAP Explained Simply38:43 Rethinking Qualification Costs41:07 Scaling to Corvette Volumes
US President Trump is expected to decide in the coming days whether to expand military operations against Iran and return to full-scale combat, a senior US official told Fox News.Senior US and Israeli officials are claiming Trump only has two realistic options: either promoting a new 10-day ceasefire with the aim of reopening the Strait of Hormuz, or launching a full-scale war on Iran, Axios reported.A US official said if US President Trump decides to expand the war, the strikes will include Tehran and nuclear sites, according to Al Arabiya.APAC stocks traded mixed following the subdued handover from the US. Crude futures were mildly lower in range-bound trade. European equity futures indicate a marginally lower cash market open with Euro Stoxx 50 futures down 0.2%.UK PM Burnham surprisingly appointed John Healey as Chancellor; Gilts and UK defence names on watch.Looking ahead, highlights include UK Jobs Report (May), PSNB (Jun), German/EU ZEW Economic Sentiment Index (Jul), US ADP Employment Change Weekly, NBH Policy Announcement (Jul). Supply from the UK & Germany. Earnings from General Motors & 3M.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
The US is reportedly demanding a longer ceasefire and partial navigation of the Strait of Hormuz, i24 reported. The report added that Iran proposed the 10-day ceasefire.US equity futures firmer, benefiting from the rebound in chip and memory names. DXY slightly softer; Kiwi outperforms following hotter-than-expected CPI.Fixed income benchmarks muted; gilts unreactive despite the appointment of Healey as Chancellor.Crude benchmarks rangebound as sirens continue to sound across the Gulf.Looking ahead, highlights include US ADP Employment Change Weekly, NBH Policy Announcement (Jul). Earnings from General Motors & 3M.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
WWJ's Jackie Paige and Chris Fillar have your Tuesday morning news including a report from autobeat reporter Jeff Gilbert on General Motors' second quarter earnings. (Photo by Bill Pugliano/Getty Images)
Jamie Dimon gaat Warren Buffett achterna. Ook hij vindt dat er geen goede aankopen meer te vinden zijn op de beurs. Al jaren dramt Dimon bij elke cijferpublicatie van zijn bank dat er een lange lijst aan risico's boven de markt hangt. Geopolitieke spanningen, instabiele inflatie, expoloderende staatsschulden: de kans is groot dat ze niet voldoende worden ingeprijst, denkt Dimon. Moet jij hem daarin volgen? Dat hoor je in deze aflevering. We hebben het ook over Samsung. Die maken al chips, koelkasten, televisies, telefoons, en nog veel meer. Maar het is allemaal niet genoeg. Ze gaan nu ook aan de humanoïde robots. Er wordt een aparte divisie voor opgezet, onder leiding van een van de co-CEO's zelf. Gaan ze de concurrentiestrijd met bijvoorbeeld Tesla winnen? Verder hoor je ook over een poging van de Londense beurs om weer aandacht te krijgen. Daarom gaan ze de openingstijden flink verbreden. Ze willen eigenlijk handel 24 uur per dag mogelijk maken. En we vertellen je hoe de strijd tussen farmaceuten Novo Nordisk en Eli Lilly nu naar de rechtszaal wordt verplaatst. Te gast: Thomas Pellegrom, van ABN Amro MeesPierson BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.
En el episodio de hoy Valentina Orduz y Juan Manuel de los Reyes hablaron sobre los aranceles del 50% a una amplia gama de productos canadienses, apoyándose en la sección 338. En paralelo, una actualización del conflicto entre USA e Irán y el bloqueo marítimo de los hutíes, con el Brent superando los 90 dólares. También mencionaron los resultados de General Motors y la apuesta de Nvidia por Nebius, que revela cómo el gigante de los chips busca convertirse en socio del ecosistema de IA.
Die Wall Street startet mit deutlichen Kursgewinnen, angeführt von Technologie- und Halbleiterwerten. Rückenwind liefern überraschend starke Exportaufträge aus Taiwan, die im Juni um knapp 60 Prozent gestiegen sind, sowie Berichte, wonach Taiwan Semiconductor die Preise für moderne und ältere Fertigungsverfahren 2027 um bis zu zehn Prozent anheben will. Nvidia sorgt zusätzlich für Fantasie, nachdem der Konzern seine Beteiligung am KI-Infrastruktur-Anbieter Nebius auf 9,3 Prozent erhöht hat. Während Halbleiter gefragt sind, bleibt der Softwaresektor unter Druck: Morgan Stanley hat Adobe, Salesforce, Intuit und Workday abgestuft und verweist auf wachsende Unsicherheit bei der Monetarisierung von KI sowie auf zunehmenden Wettbewerbsdruck und hohe Bewertungen. Dagegen wurden Microsoft und Meta von Analysten erneut positiv hervorgehoben. Bei den Quartalszahlen überzeugen General Motors, 3M, Hasbro und Northrop Grumman, während DR Horton trotz besserer Gewinne den Jahresumsatzausblick senkt. Gleichzeitig wird der Anstieg der Kosten für Speicherchips und KI-Infrastruktur zu einem zentralen Thema der Berichtssaison. Wells Fargo erwartet für die vier größten Hyperscaler bis 2027 Investitionen von rund 1,1 Billionen US-Dollar, geht aber davon aus, dass ein Teil der höheren Kosten an die Kunden weitergereicht werden kann. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/WallStreet_Juni * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung
Cuentas de General Motors, Charles Schwab, Hasbro y 3M, que analizamos con atención de la mano de Javier Aledo, analista de AFI.
Die Wall Street startet mit deutlichen Kursgewinnen, angeführt von Technologie- und Halbleiterwerten. Rückenwind liefern überraschend starke Exportaufträge aus Taiwan, die im Juni um knapp 60 Prozent gestiegen sind, sowie Berichte, wonach Taiwan Semiconductor die Preise für moderne und ältere Fertigungsverfahren 2027 um bis zu zehn Prozent anheben will. Nvidia sorgt zusätzlich für Fantasie, nachdem der Konzern seine Beteiligung am KI-Infrastruktur-Anbieter Nebius auf 9,3 Prozent erhöht hat. Während Halbleiter gefragt sind, bleibt der Softwaresektor unter Druck: Morgan Stanley hat Adobe, Salesforce, Intuit und Workday abgestuft und verweist auf wachsende Unsicherheit bei der Monetarisierung von KI sowie auf zunehmenden Wettbewerbsdruck und hohe Bewertungen. Dagegen wurden Microsoft und Meta von Analysten erneut positiv hervorgehoben. Bei den Quartalszahlen überzeugen General Motors, 3M, Hasbro und Northrop Grumman, während DR Horton trotz besserer Gewinne den Jahresumsatzausblick senkt. Gleichzeitig wird der Anstieg der Kosten für Speicherchips und KI-Infrastruktur zu einem zentralen Thema der Berichtssaison. Wells Fargo erwartet für die vier größten Hyperscaler bis 2027 Investitionen von rund 1,1 Billionen US-Dollar, geht aber davon aus, dass ein Teil der höheren Kosten an die Kunden weitergereicht werden kann. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram
Shares of General Motors (GM) have consolidated since the start of 2026s. Tom White offers a look into the one- and three-year charts to show how recent price action compares to historical trends. He also offers an example options trade for General Motors ahead of earnings Tuesday. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
This special edition of Start Here features Jon McNeill — 6x entrepreneur, former President of Tesla, and author of The Algorithm — who spoke at AI After Hours on the hypergrowth formula that transformed some of the world's most iconic companies. Jon shares frameworks behind the explosive growth at companies like Tesla, SpaceX, Lululemon, and General Motors, and what founders and leaders can take from those playbooks today. Hosted on Acast. See acast.com/privacy for more information.
El camino hacia el infierno está empedrado de buenas intenciones, y en la historia del automóvil, el camino hacia la seguridad también está lleno de diseños que sobre el papel parecían brillantes pero que en el mundo real resultaron ser un auténtico desastre. A veces, la ingeniería, tratando de salvarnos, se pasó de frenada. Hoy repasamos esos inventos que pretendían protegernos pero que terminaron siendo un peligro letal. El cinturón de seguridad automático: A finales de los setenta y durante los ochenta, ante la resistencia de los conductores estadounidenses a abrocharse el cinturón, las autoridades obligaron a instalar sistemas de retención pasivos. Marcas como Volkswagen, Toyota o General Motors introdujeron un cinturón que recorría un raíl por el marco de la puerta y te "abrazaba" automáticamente al cerrarla. Sin embargo, el gran fallo fue que solo se automatizó la banda diagonal. Al olvidarse la gente de abrochar manualmente la correa abdominal, el cuerpo se deslizaba por debajo en caso de impacto (el efecto submarino) y la tira del pecho se convertía en una soga que provocaba gravísimas lesiones en el cuello y la tráquea. La columna de dirección rígida: Hasta bien entrados los años sesenta, la columna de dirección era una barra de acero maciza que conectaba directamente el volante con la caja de dirección, situada muy cerca del paragolpes delantero. En un choque frontal, la caja era empujada hacia atrás y la barra de metal no tenía hacia dónde ir salvo hacia el habitáculo. El volante se transformaba literalmente en una lanza que empalaba el pecho del conductor antes de que este pudiera siquiera golpearse contra el salpicadero. Este peligro desapareció con las columnas colapsables que se deforman como un fuelle. El airbag de primera generación: Cuando comenzaron a generalizarse a principios de los noventa, los airbags eran sistemas muy poco refinados. Se diseñaron pensando en un hombre adulto de 80 kilos que no llevaba puesto el cinturón de seguridad. La carga explosiva era tan brutal y violenta que, en personas de baja estatura, niños o ancianos, el despliegue causaba fracturas de cráneo, ceguera y muertes por impacto directo. Hoy en día, los airbags son inteligentes y saltan con diferentes etapas de potencia según el peso y la posición. Cristal de parabrisas templado: Antiguamente, los parabrisas utilizaban vidrio templado, igual que las ventanillas laterales actuales. Al recibir el impacto de una piedra, el cristal estallaba en miles de trozos pequeños. Aunque se consideraba seguro porque no cortaba como cuchillos largos, provocaba una "lluvia de diamantes" de cristal que salía proyectada hacia los ojos de los ocupantes y volvía el parabrisas opaco al instante, dejando al conductor completamente ciego a gran velocidad. El problema se resolvió con el cristal laminado actual. El coche de acero indestructible: Durante décadas existió la falsa filosofía de diseño de que cuanto más duro fuera un coche, más seguro era. Modelos que presumían de ser tan rígidos que apenas sufrían daños en un accidente obviaban por completo las leyes de la física. Al no absorber el coche el impacto deformándose, toda la fuerza pasaba de golpe a los ocupantes, provocando muertes por rotura de aorta o lesiones cerebrales internas en vehículos que apenas tenían un rasguño en el paragolpes. Frenos de tambor: Estándar durante mucho tiempo incluso en vehículos pesados y potentes, sufrían enormemente con el calor. En bajadas prolongadas o tras frenadas consecutivas, el tambor se calentaba tanto que se expandía y se alejaba de las zapatas, dando lugar al peligroso fenómeno del "fading". El conductor pisaba el pedal a fondo y el coche simplemente no se detenía. Neumáticos con cámara: Un pinchazo en este tipo de neumáticos antiguos significaba que el aire se escapaba de golpe por el hueco de la válvula, provocando un reventón explosivo y una pérdida de control inmediata a altas velocidades, a diferencia de los neumáticos sin cámara actuales que pierden presión de forma gradual. En conclusión, aprender de estos fallos catastróficos ha sido vital para el desarrollo de la tecnología moderna. Hoy disfrutamos de vehículos seguros porque la ingeniería primero tuvo que comprender, a base de duros errores, por qué se ponían en riesgo las vidas en la carretera.
Driving America's Next Manufacturing Revolution: How United States Council for Automotive Research (USCAR) is Shaping the Future of the U.S. Auto IndustryOur guest is Steve Przesmitzki, President of USCAR, the collaborative research organization founded by Ford Motor Company, General Motors, and Stellantis. For more than three decades, USCAR has brought together automakers, suppliers and government partners to conduct pre-competitive research that advances manufacturing, electrification, propulsion systems, sustainability, and more that will define the next generation of transportation.Steve brings a remarkable career spanning industry, government, and research. A Professional Engineer with M.S. and Ph.D. degrees from MIT, Steve has devoted his career to advancing transportation technology, energy innovation, and American industrial competitiveness.
Jesús Tobías was born in Saltillo, Coahuila, Mexico. He graduated with a degree in Mechanical and Electrical Engineering from Tecnológico de Monterrey in 1989. Since his student days, he has invented various products, most notably the “non-jamming socket wrench,” for which he won the National Youth Award for Science and Technology in 1990. He presented his invention at the World Inventors Exhibition in New York in 1991 and later exported it to several countries. He has founded several companies in both Mexico and the United States. He has also had the opportunity to work and give lectures in countries such as Colombia, China, Hong Kong, Taiwan, Switzerland, and Germany, among others. Since 1988, he has delivered countless lectures in various countries to governments, companies, and international organizations such as General Motors, General Electric, Rotary International, and the Red Cross. In January 2015, he became the co-founder and president of the first Society for Transcendence in the world. He is the author of several books and, more recently, has been presenting his international lecture The 7 Codes of Happiness in numerous venues. He intends to take this lecture around the world to help foster a kinder and happier humanity. Many people have described this lecture as the most important they have ever attended. Jesús Tobías maintains that “our lives are so short that we should do only what we love.” https://www.jesustobias.com/english (English Version)
Jesús Tobías was born in Saltillo, Coahuila, Mexico. He graduated with a degree in Mechanical and Electrical Engineering from Tecnológico de Monterrey in 1989. Since his student days, he has invented various products, most notably the “non-jamming socket wrench,” for which he won the National Youth Award for Science and Technology in 1990. He presented his invention at the World Inventors Exhibition in New York in 1991 and later exported it to several countries. He has founded several companies in both Mexico and the United States. He has also had the opportunity to work and give lectures in countries such as Colombia, China, Hong Kong, Taiwan, Switzerland, and Germany, among others. Since 1988, he has delivered countless lectures in various countries to governments, companies, and international organizations such as General Motors, General Electric, Rotary International, and the Red Cross. In January 2015, he became the co-founder and president of the first Society for Transcendence in the world. He is the author of several books and, more recently, has been presenting his international lecture The 7 Codes of Happiness in numerous venues. He intends to take this lecture around the world to help foster a kinder and happier humanity. Many people have described this lecture as the most important they have ever attended. Jesús Tobías maintains that “our lives are so short that we should do only what we love.” https://www.jesustobias.com/english (Spanish Version)
In the last few weeks, chipmaker Micron Technology has signed agreements with both General Motors and Ford Motor Company, which are looking to secure their supply of memory and storage platforms. This comes after the U.S. announced it would withdraw from a trade deal with Canada and Mexico, of which the car industry represents about 18%. But first, we'll look at how John Deere product owners now have the “right to repair.”Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Stories featured in this episode:John Deere equipment owners now have the "right to repair"Why the auto industry needs chipmakers
In the last few weeks, chipmaker Micron Technology has signed agreements with both General Motors and Ford Motor Company, which are looking to secure their supply of memory and storage platforms. This comes after the U.S. announced it would withdraw from a trade deal with Canada and Mexico, of which the car industry represents about 18%. But first, we'll look at how John Deere product owners now have the “right to repair.”Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace Morning Report is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Stories featured in this episode:John Deere equipment owners now have the "right to repair"Why the auto industry needs chipmakers
World Cup tourists discovered Ranch dressing… so Kraft declared an internal “code meme.”Kylie Jenner launched designer smartglasses made by Meta… it could make Zuck a trillionaire.The War in Iran has changed General Motors… because that Cadillac factory pivoted to drones.Plus, the Back-To-School Season just began this week… the earliest Calendar Creep ever.$KHC $GM $METAGrab your Tickets to the IPO Tour: Our In-Person OfferingSan Francisco 9/23: https://www.ticketmaster.com/event/1C0064AFB5F688BDBoston 10/14: https://tickets.citywinery.com/event/tboy-the-ipo-tour-in-person-offering-8cdhupSeattle 11/4 (21+): https://www.axs.com/events/1446394/the-best-one-yet-ticketsNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.
Dave Rubin of "The Rubin Report" gives a first look to the stories you need to know to start your day including a viral moment involving former President Joe Biden at the opening of Barack Obama's presidential library reigniting questions about Biden's health, cognitive decline, and the media's years-long dismissal of concerns that were once labeled "cheap fakes" and conspiracy theories; renewed scrutiny of how Democrats, the press, Kamala Harris, and Biden's inner circle handled questions about his condition before the 2024 election; and General Motors facing backlash after replacing more than 1,000 workers with just 50 robots at its Factory Zero electric vehicle plant in Detroit, sparking a fight with the United Auto Workers over automation, artificial intelligence, manufacturing jobs, and the future of the American workforce, and much more.