Podcasts about Honeywell

In this episode of Control Amplified, Honeywell's Marcos Detilio, global vertical lead for Honeywell's LNG and gas processing business, talks about the role liquified natural gas is playing across a dynamic energy landscape.

Honeywell's Colin Hams, offering manager for the company's Experion Process Knowledge System, joined Control Amplified at the 50th Anniversary Honeywell Users Group meeting in Phoenix, Arizona, to talk more about Experion Cognition, which puts the Knowledge into PKS.

Welcome to The Vault Of Startling Monster Horror Tales Of Terror! This month Luke “Wishmaster” Jaconetti, his brother Jason “Wishbone” Jaconetti , Chris “Shit In One Hand Wish In Another” Tyler and Chris “Cat On The Menu” Honeywell snapping into 2026’s Gen Z sensation – OBSESSION !!!!     

Welcome to The Vault Of Startling Monster Horror Tales Of Terror! This month Luke “Wishmaster” Jaconetti, his brother Jason “Wishbone” Jaconetti , Chris “Shit In One Hand Wish In Another” Tyler and Chris “Cat On The Menu” Honeywell snapping into 2026’s Gen Z sensation – OBSESSION !!!!     

Honeywell has completed its long-awaited breakup, separating Honeywell Aerospace from the newly focused Honeywell Technologies. CSI walks through Honeywell's Q2 2026 earnings report, covering the building automation, process automation, and industrial automation segments, and explains why organic sales growth alone doesn't tell the full story: the real story is what's happening to margins.The conversation digs into the recently closed Johnson Matthey Catalyst Technologies acquisition, the LNG equipment business driving process automation orders, and the divestitures of Honeywell's productivity solutions and warehouse and workflow segments. It also covers the balance sheet, including nearly $34 billion in total debt offset by asset sale proceeds, and Honeywell's 47% remaining equity stake in newly public quantum computing company Quantinuum.Finally, CSI runs Honeywell Technologies stock through a reverse discounted cash flow model using updated adjusted EPS guidance to estimate fair value, and discusses what would make this semiconductor-adjacent industrial and energy transition stock a stronger buy. If you're a long-term fundamental investor tracking the semiconductor supply chain, AI infrastructure spending, and the industrial automation cycle, this breakdown is for you.Semi Insider members get access to CSI's research platform and tools, plus deeper research as it happens. Join at chipstockinvestor.com.Get 15% off your fiscal.ai membership with our link: fiscal.ai/csiThis content is for general information or entertainment only and is not specific or individual investment advice. Forecasts may not develop as predicted, and there is no guarantee any strategy discussed will be successful. All investing involves risk, including loss of principal. CSI owns shares of Honeywell.

Clayton Callander is the founder of FTL (Field Technologies), a diagnostic platform built to give commercial buildings something like a check-engine light, closing the service gap for the roughly 95% of properties that enterprise vendors like Honeywell and Siemens can't economically reach. Before founding FTL, Clayton spent seven years maintaining nuclear systems aboard a US Navy submarine, worked at SpaceX, and earned his MBA from Harvard Business School. He built FTL for the people fixing America's commercial buildings because he used to be one of them, and the tool he needed didn't exist yet. Clayton is based in San Francisco, CA.(00:00) - Intro: Why Six Million Commercial Buildings Have No Real-Time Data (01:10) - Meet Clayton Callander, Founder of Field Technologies(02:40) - The Telephone Game: What Happens When an HVAC Unit Breaks (05:50) - Zach's Take: Preventative Maintenance's 20-Year Elusive Goal (07:10) - It's an Access Problem, Not a Technology Problem (09:40) - Why Building Controls Stay Complicated and Expensive (13:10) - What FTL Does (16:50) - Pricing FTL at a Fraction of Traditional Controls (20:20) - Why It's Called Facilities Triage (22:20) - Which Asset Classes Are Ready for FTL (25:00) - What 60 Site Deployments Taught FTL (26:30) - Unlocking the Other Six Million Buildings (29:30) - LoRaWAN Explained: Why Not Wi-Fi (32:30) - Proprietary vs. Open Systems: A VC's View (36:00) - Collaboration Superpower: Immanuel Kant (Wikipedia) and Ding Huan (Wikipedia)

Jim Currier, the president and CEO of the Honeywell Aerospace, and Mike Vallillo, the vice president for international defense, join Defense & Aerospace Report Editor Vago Muradian to discuss the new company's independence after its June 29 spinoff and its role in the global defense and aerospace ecosystem; how it will help deliver President Trump's call to accelerate weapons production; managing supply chains; investing for the future, including to develop products that are immune from US export controls; and the implications of “right to repair” legislation on companies that invest to develop proprietary technologies.

Greg Zlevor is the Founder and President of Westwood International, a global leadership development and consulting collaborative dedicated to helping organizations lead wisely and thrive in a rapidly changing world. For more than 25 years, Greg has partnered with Fortune 50 companies, government agencies, healthcare systems, and global organizations across North America, Europe, Asia, South America, and Australia to design transformative leadership programs, executive retreats, strategic planning initiatives, and culture change efforts.Through his work, Greg has helped organizations including Johnson & Johnson, General Electric, Honeywell, Kimberly-Clark, Pfizer, Volvo, Intel, United Airlines, Massachusetts General Hospital, and the U.S. Army unlock leadership potential and drive meaningful business outcomes.Known for his ability to blend practical business acumen with deep personal insight, Greg has led award-winning executive development programs that have trained hundreds of leaders, improved retention rates, accelerated internal talent development, and generated millions of dollars in organizational value. A former Senior Manager and Director at Arthur Andersen Business Consulting, Greg is also an accomplished author, speaker, coach, and recipient of the Global Coaching Leadership Award from the World Coaching Congress. Hosted on Acast. See acast.com/privacy for more information.

Value Selling is changing B2B Sales. Customers no longer buy the cheapest product. They buy partners who help them create long-term business value. If customers still care about price, why are the best companies investing even more in trust, long-term partnerships, and customer outcomes? And why does Pramesh Maheshwari believe "strategy" is one of the most overused words in business? In this episode of the B2B Sales Trends Podcast, Harry sits down with Pramesh Maheshwari, President of Lifecycle Solutions, Services and Cyber at Honeywell Process Solutions, to explore one of the biggest shifts in modern B2B Sales. Together, they unpack why Value Selling, Consultative Selling, and becoming a true Trusted Advisor require far more than simply asking good questions. Along the way, they challenge some of the biggest assumptions in modern B2B Sales: • Why Total Cost of Ownership is no longer enough to win complex buying decisions. • The surprising reason many Voice of Customer initiatives fail despite positive feedback. • Why knowing your customer's customer may be just as important as knowing your own product. • Why hearing customers isn't the same as understanding them.

Die Wall Street startet uneinheitlich. Während der Dow Jones von starken Quartalszahlen klassischer Industrie- und Konsumunternehmen profitiert, geraten Technologie- und insbesondere Halbleiterwerte erneut unter Druck. Auslöser sind die anhaltenden Sorgen über die enormen KI-Investitionen, steigende Verschuldung zur Finanzierung neuer Rechenzentren und den zunehmenden Wettbewerb aus China. Der Ausverkauf im Halbleitersektor setzt sich in Asien mit zweistelligen Verlusten bei Samsung und SK Hynix fort, nachdem Berichte über Fortschritte Chinas bei DUV-Lithografiesystemen und günstigeren Speicherchips die Sorgen um den technologischen Vorsprung westlicher Hersteller verstärken. Gleichzeitig wächst die Skepsis, ob die milliardenschweren Investitionen in KI langfristig wirtschaftlich tragfähig sind: Laut Financial Times steigen die Risikoaufschläge für Technologiekredite, während die KI-Branche allein bis Anfang Juli Anleihen im Volumen von rund 270 Milliarden US-Dollar begeben hat. Im Fokus stehen heute zudem die Berichtssaison und die morgige Fed-Entscheidung. Vor Börsenbeginn überzeugten unter anderem PayPal, Coca-Cola, UPS und Sherwin-Williams mit starken Zahlen und angehobenen Prognosen, während nach Börsenschluss unter anderem Visa, KLA, NXP Semiconductors und Seagate berichten. Analystenseitig belastet vor allem die Abstufung von Intuit durch TD Cowen wegen wachsender KI-Risiken, während Honeywell nach starken Zahlen von Bank of America hochgestuft wurde. 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

Die Wall Street startet uneinheitlich. Während der Dow Jones von starken Quartalszahlen klassischer Industrie- und Konsumunternehmen profitiert, geraten Technologie- und insbesondere Halbleiterwerte erneut unter Druck. Auslöser sind die anhaltenden Sorgen über die enormen KI-Investitionen, steigende Verschuldung zur Finanzierung neuer Rechenzentren und den zunehmenden Wettbewerb aus China. Der Ausverkauf im Halbleitersektor setzt sich in Asien mit zweistelligen Verlusten bei Samsung und SK Hynix fort, nachdem Berichte über Fortschritte Chinas bei DUV-Lithografiesystemen und günstigeren Speicherchips die Sorgen um den technologischen Vorsprung westlicher Hersteller verstärken. Gleichzeitig wächst die Skepsis, ob die milliardenschweren Investitionen in KI langfristig wirtschaftlich tragfähig sind: Laut Financial Times steigen die Risikoaufschläge für Technologiekredite, während die KI-Branche allein bis Anfang Juli Anleihen im Volumen von rund 270 Milliarden US-Dollar begeben hat. Im Fokus stehen heute zudem die Berichtssaison und die morgige Fed-Entscheidung. Vor Börsenbeginn überzeugten unter anderem PayPal, Coca-Cola, UPS und Sherwin-Williams mit starken Zahlen und angehobenen Prognosen, während nach Börsenschluss unter anderem Visa, KLA, NXP Semiconductors und Seagate berichten. Analystenseitig belastet vor allem die Abstufung von Intuit durch TD Cowen wegen wachsender KI-Risiken, während Honeywell nach starken Zahlen von Bank of America hochgestuft wurde. 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

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SharkNinja is one of the most fascinating, innovative, high-performing companies I've seen. Elizabeth Norberg, the People and Culture leader, is also one of the most interesting CHROs I've met. So with that introduction, I urge you to take some time to listen. There's a lot to learn here, but overall this is a story about a company and set of people strategies that work together to accelerate growth, with a strong and vital focus on individual performance, innovation, problem-solving, and carefully designed organizational support. Think about brands like Nike, L'Oreal, Apple, or others you love. It's very difficult for a consumer products company to grow quickly and stay relevant as market, trends, and technologies change. Well as you'll hear, SharkNinja is both a marketing, problem-solving, and engineering company, and the people and culture strategy accelerates this formula. I know everyone will learn a lot from Elizabeth's narrative, and please stay to the end – in the last five minutes Elizabeth details the company's AI innovation process, which every company is facing. Finally, as you'll hear, Elizabeth is a seasoned HR leader but she is still learning and demonstrates humility and creativity in her challenge to accelerate growth in a rocket-ship company with over $5 billion in revenue and very ambitious plans for the future. Additional Information SharkNinja YouTube Page – you'll see what they do. CEO Mark Barrocas Describes SharkNinja's Strategy Why Are Some Companies More Dynamic Than Others? Irresistible: The Seven Secrets To The World's Most Enduring Companies Chapters (00:00:00) - Meet Elizabeth Norberg, Head of HR at Shark Ninja(00:04:55) - What Is the People Strategy at Honeywell?(00:06:20) - Describing the Company's outrageously extraordinary culture(00:13:29) - The People Strategy(00:14:59) - The culture of speed(00:21:40) - Exploring the culture at Sharknage(00:26:54) - In the Elevator With Mark Cuban(00:30:52) - Top Executives: The Culture of Microsoft(00:34:42) - A Few Words from Shark Ninja's CHRO(00:37:14) - A Masterclass in Partnership with Shark Ninja(00:38:25) - Shark Ninja's 5 Key Priorities for AI Transformation

The following article of the Tech industry is: “Smart Commercial Buildings: 4 Key Pillars for Competitiveness” by Neove Pipper, General Manager of Honeywell Building Automation Latin America, Honeywell LATAM.

The following article of the Oil & Gas industry is: 'Why Integrated Modular Design Is the Future of Mid-Scale LNG' by Jose Fernandes, LATAM President and VPGM Energy & Sustainability Solutions (ESS)., Honeywell LATAM. 

Morningstar's Markets Brief urges investors to watch second-quarter earnings because guidance and revisions can reset valuations. Large banks will set the tone on credit by reporting net interest income, deposit costs, and credit losses. Technology platforms including Microsoft, Amazon, and Alphabet will update cloud and AI demand, with Nvidia supply as a factor. Consumer and advertising signals will come from Walmart, Target, Costco, Starbucks, McDonald's, Meta, Alphabet, and Snap. Logistics and industrials such as UPS, FedEx, Union Pacific, CSX, C.H. Robinson, Caterpillar, and Honeywell will detail volumes, rates, and backlogs. Energy and utilities including Exxon Mobil, Chevron, ConocoPhillips, NextEra Energy, and Duke Energy will connect commodity and power trends to cost structures. Founders can use these disclosures to recalibrate budgets, vendor terms, hiring, and capital spending for the rest of the year.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

In this Solutions Spotlight episode of Control Amplified, sponsored by Honeywell Process Automation, Keith Larson reports from the 50th Anniversary Honeywell Users Group meeting in Phoenix, Arizona. He was joined by Russ Ford, Honeywell president of projects and automation solutions, to discuss modular approaches to energy resilience and how they can help industrial organizations protect themselves from production interruptions.

Rocket Lab is acquiring Iridium for $8 billion. Honeywell split in two. Driven by SpaceX, the first half of 2026, especially the second quarter, delivered a remarkable wave of high-value space business activity in the public and private markets. Laura Winter speaks with Chris Quilty, Founder and CEO of Quilty Space, and Lou Whiteman, aerospace and space analyst at The Motley Fool.

The Honeywell International of 10 years ago is now six different publicly traded companies. This week, Honeywell International split with Honeywell Aerospace to complete the pre-planned separation. Tyler, Matt, and Lou look break down the prospects for the disparate parts as standalone companies and pick which ones will be the outperformers based on recent spinoffs and separateions. Plus, a busy week of deals and an investor question about covered call ETFs Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Digital Realty buying data centers - Building materials industry consolidation - Keeping track of what assets went where at Honeywell - Recent successes (and failures) with spinoffs - Mailbag: When to covered call index ETFs work? Companies discussed: DLR, BX, CSL, OC, MLM, BLD, QXO, ON, SYNA, HON, HONA, SOLS, QNT, GE, GEV, GEHC, RTX, CARR, OTIS, DOW, DD, CTVA, CMCSA, BRK-B, SPYI, QQQI, CHPY, BTCI Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to The Vault Of Startling Monster Horror Tales Of Terror! This month Luke “Nutty Buddy” Jaconetti, his brother Jason “Candle Wax” Jaconetti , Chris “Bigger Boat” Tyler and Chris “Abomination” Honeywell are reporting on a SWEATY HANDFUL of 2026 trailers for upcoming horror flicks !!!!   

Welcome to The Vault Of Startling Monster Horror Tales Of Terror! This month Luke “Nutty Buddy” Jaconetti, his brother Jason “Candle Wax” Jaconetti , Chris “Bigger Boat” Tyler and Chris “Abomination” Honeywell are reporting on a SWEATY HANDFUL of 2026 trailers for upcoming horror flicks !!!!   

Die Wall Street startet fester in die verkürzte Handelswoche. Nach der Schwäche der Vorwoche greifen Anleger bei Tech-Werten wieder zu, während die Lage zwischen den USA und Iran nach neuen Angriffen zunächst wieder in Richtung Gespräche und Waffenruhe kippt. Im Fokus stehen vor allem die großen KI- und Raumfahrtthemen. SpaceX wird am 7. Juli in den Nasdaq 100 aufgenommen, Google zieht in den Dow Jones ein, und Honeywell hat erfolgreich den Aerospace-Bereich ausgegliedert. Gleichzeitig bleibt die KI-Story widersprüchlich, Google begrenzt Metas Nutzung von Gemini-Modellen wegen knapper Rechenkapazitäten, während neue Sorgen über Kapitalbedarf, Börsengänge und die Finanzierung des KI-Booms aufkommen. Dazu blicken Anleger diese Woche auf die Sintra-Konferenz der EZB, bei der heute Christine Lagarde und am Mittwoch Fed-Chef Kevin Warsh sprechen werden. Am Freitag wird die Wall Street wegen des Unabhängigkeitstags geschlossen sein. ______________ Zum Interview: Gemeinsam mit dem technischen Analysten Ralf Fayad spreche ich mit mit Wieland Arlt, Trader, Autor und Präsident der International Federation of Technical Analysts, worauf es beim Trading wirklich ankommt. Im Mittelpunkt stehen keine heißen Tipps und keine komplizierten Systeme, sondern die Grundlagen: technische Analyse, klare Setups, Stopps, Positionsgröße, Marktregime und der Umgang mit Emotionen. Arlt erklärt, warum Trading im Kern oft einfacher ist, als viele denken, und weshalb trotzdem so viele Privatanleger scheitern. Es geht auch um die Schattenseite der Trading-Branche: teuren Coachings, große Versprechen, Instagram-Lifestyle und die Frage, woran Anleger überhaupt erkennen können, ob jemand wirklich etwas kann. Ein bodenständiges Gespräch über Trading ohne Illusionen und darüber, warum Disziplin am Ende wichtiger ist als der nächste Indikator. 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

Die Wall Street startet fester in die verkürzte Handelswoche. Nach der Schwäche der Vorwoche greifen Anleger bei Tech-Werten wieder zu, während die Lage zwischen den USA und Iran nach neuen Angriffen zunächst wieder in Richtung Gespräche und Waffenruhe kippt. Im Fokus stehen vor allem die großen KI- und Raumfahrtthemen. SpaceX wird am 7. Juli in den Nasdaq 100 aufgenommen, Google zieht in den Dow Jones ein, und Honeywell hat erfolgreich den Aerospace-Bereich ausgegliedert. Gleichzeitig bleibt die KI-Story widersprüchlich, Google begrenzt Metas Nutzung von Gemini-Modellen wegen knapper Rechenkapazitäten, während neue Sorgen über Kapitalbedarf, Börsengänge und die Finanzierung des KI-Booms aufkommen. Dazu blicken Anleger diese Woche auf die Sintra-Konferenz der EZB, bei der heute Christine Lagarde und am Mittwoch Fed-Chef Kevin Warsh sprechen werden. Am Freitag wird die Wall Street wegen des Unabhängigkeitstags geschlossen sein. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/WallStreet_Juni * ► 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 * +++ 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

In this episode of CSI Live, Nick sits down with Simon Erickson from 7investing to unpack the latest breakthroughs in high-tech infrastructure. The conversation kicks off with a look at the massive SpaceX IPO and the ambitious potential for building orbital data centers. From there, the discussion shifts to the primary focus: the rapidly evolving world of quantum computing. Simon breaks down how quantum mechanics could solve incredibly complex problems simultaneously, highlighting the projected $1.3 trillion to $2.7 trillion in economic value the industry could deliver by 2035. The episode covers specific pure-play quantum companies, including IonQ's commercial revenue lead and recent SkyWater acquisition, Infleqtion's neutral atom technology, and Quantinuum's full-stack approach under the Honeywell umbrella. Finally, they detail practical portfolio allocation strategies for early-stage tech and explore the looming national security concerns that could heavily regulate the sector. Check out Semi Insider at chipstockinvestor.comContent 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.CSI owns shares of Honeywell and Quantinuum.

Headquartered in Exton, Pennsylvania, Innovative Aerosystems recently made a series of strategic acquisitions that are reshaping its role in the aviation industry. Larry Riddle, senior vice president of sales, discusses the company's acquisitions of the S-TEC 3100 autopilot product line, Honeywell avionics products and Honeywell power generator systems. Learn how these additions support a broader vision for integrated cockpit technologies in this episode of AEA Amplified, sponsored by Blackhawk Aerospace.

Dagens ämnen: 0:00 Intro 4:18 Vestum 9:52 Volati 11:23 Honeywell 12:51 Octave 16:09 SpaceX 31:12 Trump, fred, Hormuz m.m 37:20 Guld 39:20 IPO 40:25 Anthropic 45:16 Index 48:14 Veckans Fill or Kill 49:30 Intervju med Erik Ranje vd för Stendörren! www.stendorren.se    Tack RoboMarkets! https://open.spotify.com/show/7nqoFzFNOZHoQDUnrwKf4L  @RoboMarketsSE Tack @avanzabank! www.avanza.se  Tack Virtune! www.virtune.com/en/pension?utm_source=x&utm_medium=influencer&utm_campaign=pension 

In this episode of the HVAC Know It All Podcast, host Gary McCreadie is joined by Keith Gipson, Founder and CEO of Facil.AI and a longtime expert in controls and building automation, to discuss how artificial intelligence is changing the HVAC industry and the world around us. Keith explains what AI is, how machine learning works through pattern recognition, and why human oversight and engineering still play an important role in critical systems. The conversation covers AI in building controls, cybersecurity, automation, energy optimization, and the future of skilled trades. Gary and Keith also explore how new technologies are often met with resistance, why AI can improve efficiency and safety, and how Facil AI is helping buildings operate more effectively through autonomous optimization. In this conversation, Keith explains what artificial intelligence is and how it is being applied in building automation, controls, and energy management. He discusses how AI uses pattern recognition, why human oversight and engineering remain important, and how machine intelligence can improve efficiency in critical systems. Keith and Gary explore topics such as cybersecurity, automation, self-driving technology, and the future impact of AI on skilled trades. They also discuss Keith's experience developing AI solutions, the role of AI in optimizing building performance, and how Facil AI is helping facilities reduce energy waste through autonomous operation.   Expect to Learn: - What artificial intelligence is and how it uses pattern recognition to make decisions. - How AI is being applied in building automation, controls, and energy management. - Why human oversight, engineering, and cybersecurity remain important when using AI. - How automation and machine intelligence may change the future of skilled trades and facility operations. - How Facil AI helps optimize building performance and reduce energy waste through autonomous control.   Episode Highlights:  [00:00] - Sponsor Ad: Factory Direct Filters [00:42] - Intro to Keith Gipson in Part 1 [02:27] - AI defined: machine intelligence vs. human control [05:43] - Keith's background: IT since 1982, Honeywell tech [10:16] - Self-driving cars are 10x safer than human drivers [12:25] - Will AI take HVAC jobs? No "human optimizer" ever existed [17:10] - Introduction to FAE AI and plant optimization [19:55] - Origin of FAE AI: 20,000 buildings, 30 techs can't scale [21:59] - Each AI bot costs 11 cents/hour to run   This Episode is Kindly Sponsored by: Cintas: https://www.cintas.com/hvacknowitall Cool Air Products: https://www.coolairproducts.net/ Factory Direct Filters: https://www.factorydirectfilters.com/ SupplyHouse: https://www.supplyhouse.com/tm Use promo code HKIA5 to get 5% off your first order at Supplyhouse!   Follow the Guest Keith Gipson on: LinkedIn Profile: https://www.linkedin.com/in/keith-gipson/ LinkedIn - Facil.AI: https://www.linkedin.com/company/facil-ai/ Follow the Host on: LinkedIn: https://www.linkedin.com/in/gary-mccreadie-38217a77/ Website: https://www.hvacknowitall.com Facebook: https://www.facebook.com/people/HVAC-Know-It-All-2/61569643061429/  Instagram: https://www.instagram.com/hvacknowitall1/    Follow the Podcast on: YouTube: https://www.youtube.com/@HVACKnowItAll Spotify: https://open.spotify.com/show/6LCBJGw0EHG03rdWHxUMce Apple Podcast: https://podcasts.apple.com/us/podcast/hvac-know-it-all-podcast/id1359  

Could Wall Street be dramatically underestimating how much the world's biggest tech companies will spend on AI infrastructure? Why are stocks like SanDisk and ASML soaring, and are we witnessing the early stages of a semiconductor supercycle? Where are professional investors finding opportunities beyond Singapore's blue chips, and what does DBS see in Centurion? And what can an AI prediction for the World Cup teach us about investing, probability and spotting opportunities before the crowd does? Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

Most content teams treat a finished report as a checkbox, when it should be the starting batter. In this episode of Content Amplified, Pat McParland, VP of Marketing at MetricStream, makes the case for getting back to basics and making every asset work harder. She walks through the ABCDE framework she learned at a former company (Audience, Behavior, Content, Design, Evaluation) and why so many teams skip straight to the design, the video or the ebook, before they have settled who they are talking to and what they want to say. Then she unveils her own Bisquick theory: messaging is the baking mix, and from one core asset like a survey or report you make the cookies, the cakes, the muffins, the infographic, the webinar, the videos, the live event. Pat calls AI the easy bake oven that finally brings the theory to life, and she leans on Claude to turn one asset into many formats. She also offers a caution worth keeping: AI can run a stinky process more efficiently, but it is still a stinky process, so go back to basics first. She closes with her Three Rocks principle for staying focused.About PatPat McParland is a lifetime B2B marketer with more than 30 years of experience, almost all of it in business information and technology. She has worked at companies ranging from startups under 30 people to giants like Dun and Bradstreet, Dow Jones, and Honeywell, and is now VP of Marketing at MetricStream, a governance, risk, and compliance company. A self-described storyteller who started reading at four and writing books for her dad soon after, she believes the fundamentals of content have not changed in 35 years, even as the tools around them have. She is an enthusiastic daily Claude user.Show Notes- Connect with Pat on LinkedIn: https://www.linkedin.com/in/patmcparland/Text us what you think about this episode!

Flex Ltd., ticker FLEX, surged roughly eighty percent in a single month — and the company hasn't even completed the spinoff that sparked it. Nick and Kasey cover this electronics manufacturing services giant for the first time at Chip Stock Investor, breaking down what drove the run-up, what the proposed spinoff actually is, and whether there is anything left for long-term fundamental investors at today's valuation.Flex is one of the world's largest electronics manufacturing services companies, competing with Foxconn, Jabil, Celestica, and Sanmina across a global footprint spanning over ninety locations in Asia, Europe, the Middle East, Africa, and the Americas. Unlike the perception that contract manufacturing means cheap labor in Asia, Flex's business increasingly runs on automation and robotics — a structural shift that is compressing cost parity across geographies and driving genuine margin improvement. The spinoff is the centerpiece of this episode. Flex is separating its Cloud and Power Infrastructure segment — referred to as SpinCo in the materials — into a standalone company expected to begin trading by the first quarter of calendar year 2027. This segment posted thirty-eight percent year-over-year revenue growth in fiscal year 2026, with guidance pointing to sixty-five to seventy-five percent growth in fiscal 2027 and over eighty percent in fiscal 2028. The business covers critical power products for utility companies, embedded power systems inside data center servers and racks, thermal management solutions that compete in the same market as Vertiv, and cloud power infrastructure for hyperscalers and neo clouds. SpinCo also carries nearly ten percent adjusted operating margins — roughly double the margin profile of the remaining Flex business.What stays with Flex after the split is the larger but slower-growing core: twenty-one billion in revenue across Regulated Manufacturing Solutions, covering healthcare and automotive, and Integrated Technology Solutions serving customers like Cisco, Juniper Networks, now part of Hewlett Packard Enterprise, and Teradyne. Growth there is expected in the low to mid-single digits. Margins are trending in the right direction, but this is not a high-margin business.Nick and Kasey also zoom out on the broader industrial conglomerate breakup theme reshaping the market — from GE Vernova to Honeywell — and how Flex's spinoff fits squarely into that playbook. The prior Flex spinoff, NextPower in 2024, has performed very well for shareholders and gives the SpinCo story some historical credibility. The balance sheet is in reasonable shape for a manufacturer, with enough cash on hand to support bolt-on acquisitions as SpinCo looks to consolidate market share.The valuation discussion is honest: at roughly sixty to seventy times current earnings, this is a momentum trade. The forward picture for fiscal 2028 could look closer to thirty times earnings if growth delivers, but the stock is not cheap by traditional measures.For in-depth stock research and the Semiconductor Insider membership, visit chipstockinvestor.com. Use fiscal.ai/csi for 15% off any paid plan.

On today's Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss Iran's strikes on Israel in retaliation for Jerusalem's strikes near Beirut — despite a warning from President Trump that Israeli Prime Minister Binyamin Netanyahu not strike close to the Lebanese capital that could derail US-Iran talks; Washington's decision to cancel the deployment of US Tomahawk cruise missiles to Germany to avoid antagonizing Russia, prompting Berlin to consider buying the US weapons; the House Armed Services Committee approves its version of the Trump administration's proposed $1.15 trillion 2027 defense spending request; Reconciliation 3.0 for the Pentagon in the wake of Senate passage of Reconciliation 2.0 for border and immigration funding; Honeywell's Investor Day as the firm prepares to split into three companies; startup valuations and portfolio shaping; and a look at the week ahead in Washington and beyond.

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs?   FOR:  MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   AGAINST:  Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html  

Carl Quintanilla, Jim Cramer and David Faber explored the tech sector being dragged down by a member of the trillion-dollar club: Broadcom shares tumbled in reaction to the company missing on quarterly revenue and reiterating long-term AI chip sales guidance. A different story for the Dow: The blue-chip index gained more than 700 points. The anchors also discussed Elon Musk's SpaceX gearing up for its IPO roadshow after it filed plans for a $135 per share offering, valuing the company at nearly $1.8 trillion. Public debut day for Honeywell's Quantinuum, whose CEO joined the show to discuss the future for the quantum computing company. Also in focus: CrowdStrike slides, Blackstone's flagship private credit fund redemptions. 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.

En Capital Intereconomía seguimos la apertura del Ibex 35 y del resto de las bolsas europeas en una jornada en la que los inversores digieren las recientes subidas de mercado, el auge de la inteligencia artificial y la llegada de nuevas compañías tecnológicas al parqué. En el análisis de mercados, Ignacio Cantos, socio director de ATL Capital, interpreta las recientes correcciones como un movimiento natural tras varias jornadas consecutivas de avances y con los principales índices estadounidenses acumulando importantes ganancias en lo que va de año. A su juicio, el fondo de mercado sigue siendo positivo, apoyado por unos datos macroeconómicos que continúan mostrando fortaleza. La atención se dirige a Broadcom, que corrige tras unos resultados que no han terminado de convencer al mercado, y a SoftBank Group, que sufre una fuerte caída bursátil en una sesión marcada por la volatilidad del sector tecnológico. Otro de los protagonistas es Quantinuum, filial de Honeywell, que debuta en el Nasdaq aprovechando el creciente interés por la computación cuántica. Cantos destaca que se trata de una tecnología todavía en una fase muy inicial, con enorme potencial a largo plazo, pero donde resulta difícil identificar hoy a los futuros ganadores. La conversación también pone el foco en ASML, que continúa consolidando su posición como una de las compañías más valiosas de Europa gracias a su papel prácticamente monopolístico en la fabricación de maquinaria esencial para la producción de chips avanzados. Asimismo, se analiza la esperada salida a bolsa de SpaceX, una operación que vuelve a situar a Elon Musk en el centro de atención de los mercados y que podría convertirse en una de las mayores OPV tecnológicas de los últimos años. La jornada se completa con el Consultorio de Bolsa junto a Daniel Santacreu, analista independiente, resolviendo las dudas de los oyentes sobre valores nacionales e internacionales.

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videos Berkshire steigt bei Alphabets 80 Mrd. $ Kapitalerhöhung ein. Short-Squeeze bei Victoria's Secret. Marvell steigt 20% nach Huang-Lob. Tencent startet KI-Agent in WeChat. Abivax verliert 50% wegen Krebsverdacht. Fulcrum auch, aber wegen schwacher Daten. Aktivist bei Northern Star. ST Microelectronics hebt Prognose. Quantinuum geht für bis zu 14 Mrd. $ an die Börse. Noch spannender: Großaktionär Honeywell (WKN: 870153) spaltet sich auf. Am 29. Juni kommt Honeywell Aerospace als eigene Firma. Was bleibt, ist ein Automatisierungs-Riese mit 20 Mrd. $ Umsatz. AutoZone (WKN: 881531) ist der Großmeister der Kapitalallokation. 40 Mrd. $ in Rückkäufen seit 1998, 3.300% Kursplus in 20 Jahren. Jetzt ist das KGV wieder beim 10-Jahres-Schnitt. Aber wie lange hält das Modell bei E-Autos? Diesen Podcast vom 03.06.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us Fan MailWelcome to Safe Dividend Investing's Podcast # 277 on May 30th of 2026.In this week's podcast I analyze three stocks that were being promoted . They were "Take Two Interactive Software" (Stock Symbol TTWO) who are the creators of the long established video game "Grand Theft Auto; The century old Honeywell International Inc and a relatively new stock PagSeguro Digital Limited. The promoter for was very aggressive in his selling of their shares of Take Two. However, a quick analysis of the stock made me wonder why? It is interesting to compare it to Honeywell and PagSeguro. I wonder how much effort the analysts' who recommended buys for these three stocks put into their research.My objective is to show investors how to find and select the the stocks of financially strong companies with long histories of both ever increasing shares price and high dividends. The kind of dependable, growing stocks that they will want to hold for a lifetime.IAN .Ian Duncan MacDonald Author and Commercial Risk Consultant,President of  Informus Inc                              2 Vista Humber Drive                               Toronto, Ontario                                Canada, M9P 3R7                                 Toronto Telephone - 416-245-4994                                   imacd@informus.ca

Big changes are coming for Honeywell—and shareholders are trying to figure out what it all means. In today's episode, we break down Honeywell's upcoming spinoff plans and why the company is restructuring itself into multiple standalone businesses. We'll discuss: Why companies pursue spinoffs How shareholders are impacted Whether these moves actually create value And what traders should watch as the separation moves forward Honeywell's aerospace division is expected to become its own publicly traded company as part of a broader restructuring effort aimed at unlocking shareholder value. But while corporate restructuring dominates headlines, geopolitics is once again moving markets. We'll also dive into the latest Iran peace talks and the sharp collapse in Crude oil prices as traders begin pricing in the possibility of easing tensions in the Middle East. After weeks of volatility and fear-driven spikes, oil suddenly reversed hard—raising the question: Was the panic overdone from the start? This episode connects: corporate strategy geopolitics and market psychology …all in one show. Listen now:

Vinted ist das neueste Investment im BlackRock Private Equity Fund bei Scalable Capital. Mehr Infos dazu hier. S&P 500 mit 29% Gewinnwachstum. Micron knackt 1.000 Mrd. $ Börsenwert. Qualcomm liefert KI-Chips an ByteDance. Taiwan überholt Indien. Xiaomi schwächelt. BP feuert Verwaltungsratschef. Eli Lilly kauft. Quantinuum, Honeywell, Dropbox & MSG Sports. Ferrari (WKN: A2ACKK) zeigt den ersten Elektro-Sportwagen. Designed von Apples Ex-Chefdesigner Jony Ive. Online hagelt es Spott, die Aktie verliert 7%. Luxus-Mythos in Gefahr? DoorDash (WKN: A2QHEA) wächst über 20%, das KGV wirkt günstig. Aber wie profitabel ist die Firma wirklich? Dazu spannende Zukunftspläne: Kassensysteme, Roboter-Training, eigene Produktplattform. Diesen Podcast vom 27.05.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to The Vault Of Startling Monster Horror Tales Of Terror! This month Luke “Everyone’s A Comedian” Jaconetti, his brother Jason “Cough” Jaconetti , Chris “Laughing Boy” Tyler and Chris “Stool Sample” Honeywell are getting their MONTHLY CHECKUPS from 1992’s DR. GIGGLES M.D. !!!!   

Welcome to The Vault Of Startling Monster Horror Tales Of Terror! This month Luke “Everyone’s A Comedian” Jaconetti, his brother Jason “Cough” Jaconetti , Chris “Laughing Boy” Tyler and Chris “Stool Sample” Honeywell are getting their MONTHLY CHECKUPS from 1992’s DR. GIGGLES M.D. !!!!   

Start your morning with Buzzcast with Joe Lemire:  The NHL and Honeywell announce a new partnership; Lemire is joined by Jenn Azara, Ethan Joyce, and Rob Schaefer for a look back at Tech Week Day One and they tell you what to look forward to during Day 2.  The 2026 Sports Business Awards tonight in New York.  Sign up for SBJ 360, our free, daily newsletter. SBJ 360 delivers a concise, high-level overview of the most important stories shaping the sports industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why do so many quality programs fall apart the moment the firefighter walks out the door? My guest for this episode of the Lean Blog Interviews Podcast is Chad Diggs, a quality management professional, consultant, author, and founder of DIQ (Digging Into Quality), an AI-powered quality platform built for mid-market manufacturers. Chad leads a team of quality engineers supporting first article inspection reviews for customers including Boeing, Collins Aerospace, and Honeywell. Chad recently released his book, Below the Surface: Building Quality Systems, Not Heroes -- a practitioner's guide written as a story rather than a textbook. The narrative follows a quality manager named Christina Valles through pressures most quality leaders will recognize: shipping bad parts to hit a date, getting blamed for problems built into the system, and watching the same fires get fought again the next month. We talk about why Chad chose a narrative format, the cost-of-poor-quality math that finally gets leadership's attention in the story (the number was 25 percent of revenue), and the difference between investigating where a defect happened and investigating who to blame for it. Toward the end of the conversation, I share Isao Yoshino's story from his early Toyota days -- the one where management apologized to him after he put the wrong solvent in the paint line. It is a useful contrast to how most companies still respond to that kind of mistake. Topics covered: Chad's path from a warehouse role to a 20-year quality career The opening scene of the book: a contaminated solvent and a VP who says, "12 percent failures? I can live with that." Leaders who walk the floor productively, and leaders who walk the floor and create chaos Why "cost of poor quality" is such an underused argument inside companies What a blameless investigation actually looks like Psychological safety and Amy Edmondson's work on The Fearless Organization Why firefighting feels like a badge of honor and why that is a problem Real succession planning for quality leaders DIQ, the platform Chad is building for mid-market manufacturers Get the book and learn more at https://digin2quality.com Read the full show notes and transcript at https://leanblog.org/544 The podcast is brought to you by Stiles Associates, the premier executive search firm specializing in the placement of Lean Transformation executives. Learn more at https://leanexecs.com/podcast This podcast is part of the #LeanCommunicators network.

Everyone's hyped about the next big thing in tech, but here's the real question… will these “next Nvidia” quantum stocks actually make you money, or just sound impressive on paper?In this breakdown, the spotlight is on names like IonQ, IBM, Google, Honeywell, Rigetti, and D-Wave. The growth stories are exciting, no doubt. Massive revenue jumps, bold innovation, and big promises about the future of quantum computing. But here's where things get real… price action tells a very different story.Because at the end of the day, hype doesn't pay. Price does.Right now, many of these stocks are flashing warning signs. Sell signals, downtrends, and fading momentum across sectors. That doesn't mean they're bad companies. It just means timing matters more than most people want to admit.Here's what actually matters:✅ Strong fundamentals don't guarantee profits✅ Trends matter more than stories✅ Buying the dip too early can wreck your portfolio✅ Waiting for confirmation can change everythingThis is where OVTLYR comes in. Instead of guessing, it helps track real market signals so decisions are based on data, not emotions.Bottom line: don't chase the story. Wait for the setup.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Ethan Haber is an inventor, founder, and CEO who built Happy Habitats—an award-winning, industry-recognized small-pet products brand—from the ground up with no outside funding.  Under his leadership, the company achieved distribution across North America and beyond, brought the business to six figures in 2025, and earned multiple Best in Show awards at Superzoo and Global Pet Expo.  Ethan is credited as a key inventor on Happy Habitats' Halo and Roam products, which are protected by U.S. utility patents #12,219,927 and #12,465,021, and he is launching a new product with a major big-box retailer next month.  In This Conversation We Discuss: [00:00] Intro [01:49] Identifying niches with stagnant innovation  [04:10] Partnering with experienced agencies  [04:56] Sponsor: Migrate [06:54] Scaling into national retail chains  [09:08] Finding the right marketplace partner  [10:20] Sponsor: Intelligems [12:18] Shifting ad spend to marketplace advertising  [14:00] Starting complementary product ecosystems [15:01] Callouts [15:11] Persisting through buyer objections  [16:29] Maximizing cost efficiency in product design [17:08] Sponsor: Electric Eye [00:00] Maximizing cost efficiency in product design  Resources: Subscribe to Honest Ecommerce on Youtube Walk Your Hamster Anywhere happyhabitats.net/ Follow Ethan Haber linkedin.com/in/ethan-haber-124040168/ Book a demo today at intelligems.io/ Migrate and grow more klaviyo.com/honest Schedule an intro call with one of our experts electriceye.io/connect If you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

Meet Angela PageAward winning Latina and Italian American writer and producer with lengthy experience in multinationals such as Microsoft and Honeywell. Spanish native speaker and fluent in Italian and Portuguese. Graduate of NYU's Stern School of Business, The London School of Economics and the Lee Strasberg Institute. President of the So. Florida chapter of WNBA (Women's National Book Association).Newly Released Historical Novel: EnricoGFrom award-winning writer and producer Angela Page Conti comes a sweeping historical novel inspired by the author's great-grandfather. Enrico G is a powerful and often amusing story chronicling an immigrant's journey from Italy's Abruzzo region and the family's centuries-old olive groves to New York, stretching from 1870s to the years following World War II. Shaped by extraordinary women, Enrico G is a compelling portrait of a man caught up in a web of ambition and love, prejudice and acceptance, identity and morality, where even a shared meal can turn deadly.For Information on Angela's other books and Projects go to her website below.Website: angelapage.netConnect with Host Terry LohrbeerIf you are a Boomer and feel you would make a great guest please email Terry with your bio and any other info you would like to share email: terry@kickassboomers.comFacebook: https://www.facebook.com/groups/2658545911065461/LinkedIn: https://www.linkedin.com/in/terrylohrbeer/Instagram: kickassboomersTwitter: @kickassboomersWebsite: kickassboomers.comTerry's editing company: Kenny Destefano LEAVE A REVIEW and join me on my journey to become and stay a Kickass Boomer!Visit http://kickassboomers.com/ to listen to the previous episodes.

Send us Fan MailRod Scholl is the Founder and Principal Analyst at Epsilon FEA, an engineering services company he launched in 2008 to specialize in advanced numerical analysis and simulation-driven problem solving. With nearly two decades at the helm, Rod has built Epsilon FEA into a trusted partner for companies tackling challenging structural, thermal, and dynamic performance problems across a wide range of industries.Before founding Epsilon FEA, Rod spent over a decade at PADT, Inc. as a Specialist Engineer in Analysis. There, he led and executed FEA projects using the ANSYS toolset, supporting everything from early-stage R&D concept exploration to highly regulated FAA and DOT-certified analyses. Rod not only delivered simulations — he helped organizations implement FEA strategically, advising on licensing, training, internal resource development, and competitive advantage through simulation.Earlier in his career, Rod worked at Honeywell Aerospace, where he analyzed and redesigned turbine engine components using closed-form calculations, ANSYS FEA, and life prediction tools. His work resulted in improved component life, material cost savings, and enhanced manufacturability — grounding his simulation expertise in real-world hardware performance.Rod holds a BSME in Engineering Mechanics from Arizona State University and has built his career around one central belief: simulation is most powerful when it's applied with engineering judgment. Through Epsilon FEA, he continues to help engineering teams reduce risk, improve product performance, and make confident, data-backed decisions.LINKS:Guest LinkedIn: https://www.linkedin.com/in/epsilonfea/Guest website: https://epsilonfea.com/Aaron Moncur, host Subscribe to the show to get notified so you don't miss new episodes every Friday.The Being An Engineer podcast is brought to you by Pipeline Design & Engineering. Pipeline partners with medical & other device engineering teams who need turnkey equipment like cycle test machines, custom test fixtures, automation equipment, assembly jigs, inspection stations and more. You can find us at www.teampipeline.usWatch the show on YouTube: www.youtube.com/@TeamPipelineus 

On today's Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss the continuing US-Israel war on Iran despite a lull in shooting; diminishing US offensive and defensive precision weapons stocks and how they might shape American deterrence in the Indo-Pacific and elsewhere; economic factors that could drive even rich nations to redirect spending from military programs; the continuing global defense realignment as nations work to forge new partnerships to reduce reliance on the United States; takeaways from the Trump administration's 2027 base budget request and prospects for Reconciliation 2.0; a look earnings as Boeing, CACI, GE Aerospace, Hexcel, Honeywell, Lockheed Martin, Northrop Grumman, RTX, Saab, Teledyne and Thales all report; market impact in the wake of the latest instance of American political violence as a shooter tries to break into the White House Correspondents Dinner in Washington; and a look at the week ahead in Washington and beyond.

Send us Fan MailIn Part 3 of our Caesars Palace Coup series, we're back with Sujeet Indap of the Financial Times — co-author of the definitive book on the $30 billion LBO disaster — to connect the dots between 2008's creditor-on-creditor violence and the private credit tremors rattling markets right now. Caesars itself is back on the auction block, with Tilman Fertitta's Golden Nugget circling alongside a potential management buyout involving Tom Reeg and Carl Icahn. We dig into what a 2.0 deal would actually look like, why existing bondholders could get layered all over again, and how the Vici REIT spinoff reshaped the entire capital structure in ways most headlines completely miss when they quote the "$7 billion" offer price.But the bigger story is what's happening across private credit broadly. In the last few weeks alone, Blue Owl permanently gated a perpetual fund, Blackstone partners had to backstop redemptions, and BlackRock, Cliffwater, and Apollo have all gated funds. We push Sujeet on the question every allocator is wrestling with: is this a contained correction or the early innings of something systemic? We get into why first-lien recoveries have collapsed, why loan-only capital structures and uni-tranche debt have changed what "senior secured" actually means, the PIK toggle canary that's quietly ticking up, and why the alt managers trading at 40x forward earnings may have priced in a growth story that's about to meet its first real credit cycle.We also cover the fascinating bifurcation playing out in real time — record investment-grade issuance from Amazon, Honeywell, and others on one end, while BDCs gate retail investors on the other — and what it means for the push to get private credit into 401(k)s. Plus: the $80 million Wachtell-to-Kirkland lawyer poaching that Sujeet wrote about and why it might be the most underrated leading indicator of the next debt crisis. Shop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERESubscribe to our Substack: https://substack.com/@thewallstreetskinny

Cramer explains why he is optimistic about this industrial giant. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.