Podcasts about Honeywell

American multinational conglomerate

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Latest podcast episodes about Honeywell

Squawk on the Street
CNBC Investing Club: Cramer's Morning Take on Honeywell 9/18/26

Squawk on the Street

Play Episode Listen Later Sep 18, 2026 3:21


Cramer explains why he's ‘ready to get rid of' this industrial technology stock. 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.

The Brand Called You
Shaping India's Clean Energy Future: Deepak Thakur, MD & CEO, Hinduja Renewables Energy Pvt. Ltd.

The Brand Called You

Play Episode Listen Later Sep 17, 2026 29:40


Join Ashutosh Garg as he sits down with Deepak Thakur, Managing Director & CEO, Hinduja Renewables Energy Pvt. Ltd., in this insightful episode of The Brand Called You.With more than three decades of experience across organizations including L&T, Honeywell, Reliance, Mahindra, and Hinduja Renewables, Deepak Thakur shares defining moments from his leadership journey and the lessons he has gained along the way.The conversation explores how India's renewable energy sector is evolving, the challenges and opportunities ahead, and why integrated energy solutions will be increasingly important to the country's sustainable energy future.Deepak also discusses the role of people, culture, disciplined decision-making, and AI in building successful renewable energy businesses. He explains why technology should complement human judgment and why long-term thinking is essential when making decisions that can shape organizations and energy systems for decades.Whether you are interested in renewable energy, clean technology, leadership, sustainability, AI, or India's energy transition, this episode offers valuable perspectives on the forces shaping the future.

Mexico Business Now
'How Grid Resilience, Data Drive Mexico's Energy Modernization' by Jose Fernandes, LATAM President and VPGM Process Technology (PT), Honeywell LATAM

Mexico Business Now

Play Episode Listen Later Sep 14, 2026 10:45


The following article of the Tech industry is: 'How Grid Resilience, Data Drive Mexico's Energy Modernization' by Jose Fernandes, LATAM President and VPGM Process Technology (PT), Honeywell LATAM. 

Progress, Potential, and Possibilities
The Future Battlefield: AI, Drones, Quantum & the New Arsenal of Democracy | Matt Milas - President, Defense & Space, Honeywell Aerospace

Progress, Potential, and Possibilities

Play Episode Listen Later Sep 10, 2026 52:44


Send us Fan MailThe battlefield of the future may look almost nothing like the battlefield of today. AI could make decisions at machine speed. Autonomous drones could operate in enormous numbers. Electronic warfare could turn the electromagnetic spectrum into a battlefield. And quantum sensors could eventually allow military systems to navigate and operate even when GPS is completely denied. So what does warfare look like when all of these technologies converge?Our guest today is Matt Milas, President of Defense & Space at Honeywell Aerospace ( https://www.honeywellaerospace.com/us/en/company/leadership/matt-milas ), where he leads a global business generating more than $7 billion annually across electronic solutions, navigation and sensor systems, engines and power systems, software and connected technologies, microelectronics, electronic warfare capabilities, satellite systems, launch vehicles, and human spaceflight programs serving U.S. and allied customers around the world.Over the course of a remarkable two-decade career, Matt has held leadership roles at Honeywell, L3Harris, Raytheon Technologies, Collins Aerospace, Spirit AeroSystems, and Lockheed Martin, contributing to some of the world's most sophisticated aerospace and defense ecosystems, including the F-35 Joint Strike Fighter and advanced space systems.Known for driving organizational transformation and operational excellence, Matt has built a reputation for turning complex challenges into scalable solutions-  leading global supply chains, integrating breakthrough technologies, and helping position next-generation platforms across autonomous systems, sixth-generation aircraft, electronic warfare, and space infrastructure.At a time when artificial intelligence, autonomy, cyber resilience, advanced sensing, and the growing importance of space are reshaping both national security and modern civilization itself, Matt finds himself at the center of one of the most consequential technological transitions in history.Today, we explore the future of aerospace and defense, the evolution of autonomous systems and space infrastructure, the changing nature of industrial resilience, and what the next several decades may hold for the technologies that protect and connect our world.#AI #ArtificialIntelligence #DefenseTechnology #MilitaryTechnology #Aerospace #Defense #FutureOfWarfare #Drones #AutonomousSystems #ElectronicWarfare #QuantumTechnology #QuantumSensing #QuantumNavigation #Hypersonics #MissileDefense #GoldenDome #SpaceTechnology #NationalSecurity #DefenseInnovation #ArsenalOfDemocracy #HoneywellAerospace #Honeywell #Technology #Innovation #FutureTechnology #ProgressPotentialAndPossibilitiesSupport the show

Camerosity
Episode 113: GAS Never Takes a Vacation

Camerosity

Play Episode Listen Later Sep 5, 2026 86:36


After a six week break, the Camerosity crew are back with another episode, but unlike most, we decided not to send out invites and instead just got everyone together and hit the record button.  As it turned out, we hit record so fast, we forgot to make an intro! On this, the 113th episode of the Camerosity Podcast, what we lacked in callers we more than made up for in massive amounts of GAS!  Who would have thought that keeping five camera collecting lunatics away from each other for a month and a half and we would get ourselves into so much trouble?! We start the show with a brief summary of what each of us have been up to and Mike dominates this section complaining about being without power for over 10 days in mid August due to a massive storm called a derecho which decimated the area he lives in.  We quickly get to more interesting discussions, recapping recent pickups both through Japanese auctions and more traditional channels including Theo's beautiful new black chrome Leicaflex SL2 and Anthony's "bucket list" Rolleiflex SL66. We get into more obscure cameras too, such as a beautiful French folding rangefinder called the DeMaria-Lapierre Telka III, a late Voigtländer rangefinder called the Vitomatic III CS, and a Honeywell inspired and Zeiss branded camera built in Braunschweig, Germany called the Zeiss-Ikon Contessa S310. There is a ton of GAS in this episode, but you'll just have to listen to the show to know what it is, but in addition to specific camera models, we talk about the differences between Ai and AiS lenses, the merits of aperture priority AE vs shutter priority AE, and even a hearty discussion about our favorite midlevel DSLRs including a comparison between the equally awesome Nikon D300 and D7000. As always, the topics we discuss on the Camerosity Podcast are influenced by you!  Please don't feel like you have to be an expert on a specific type of camera, or have the level of knowledge on par with other people on the show.  We LOVE people who are into shooting or collecting cameras, no matter how long you've been doing it, so please don't consider your knowledge level to be a prerequisite for joining! The guys and I rarely know where each episode is going to go until it happens, so if you'd like to join us on a future episode, be sure to look out for our show announcements on our Camerosity Podcast Facebook page, the Camerosity Discord server, and right here on mikeeckman.com. We usually record every other Monday and announcements, along with the Zoom link are typically shared 2-3 days in advance. We don't yet have a topic for the next episode, but whatever it is, we will record it on Monday, September 21st at 7pm Central Daylight Time, 8pm Eastern Daylight Time, and 6pm Canada Saskatchewan Time.  For more time zones, please consult the World Time Buddy calculator and plug in your time.  Make sure you set your calendars and look out for the show announcement at the usual locations and be prepared to join us! In This Episode Camerosity is back after taking several weeks off / What exactly is a derecho? Mike survived ten days without power / Generators, sump pumps and keeping the camera collection dry Buying cameras from Japan / Buyee shipping options / ECMS versus air shipping Lithium batteries can dramatically change your Japanese shipping options Documenting damaged packages when buying through Buyee Theo gets cameras from Japan to Australia surprisingly quickly Shipping cameras from the United States to Australia can take considerably longer Theo's beautiful Leicaflex SL2 / Black chrome versus black paint Leica black chrome wear / Early Leica M6 finish problems Leica R4, R4S and R4SP / Which version should you buy? The Leica R4's relationship to the Minolta XD / Why some cameras have noticeable shutter lag Minolta's "Final Check" metering system / Feature or workaround? Aperture priority versus shutter priority / Which does the Camerosity crew prefer? Canon AE-1 / AV-1 / AT-1 and the Canon A-series exposure modes Konica's preference for shutter priority Nikon Ai versus AiS lenses / Why AiS mattered for shutter priority and program exposure Olympus OM cameras and why Olympus never offered conventional shutter priority Learning f-stops with pizza mathematics Mike buys an Olympus M-1 from Japan / M-1 versus OM-1 Leica's objection to the Olympus M-1 name Olympus M-system lenses / Other subtle M-1 differences Stephen buys a broken lens just to get the lens hood and accidentally fixes it When a parts camera turns out to be better than the camera it was supposed to repair The Honeywell rangefinder that wasn't a Pentax Zeiss Ikon S312 / Zeiss Ikon Contessa S310 Anthony's Zeiss Ikon Voigtländer Vitessa 1000 SR Theo's Pentacon Six TL / Carl Zeiss Jena 80mm f/2.8 Biometar Repairing a Pentacon Six using a donor body Shooting expired Kodak Panatomic-X in medium format Getting thirteen exposures from a 12-exposure roll Pentacon Six shutter sounds / Thankfully not as violent as a Pentax 67 Adapting medium-format lenses to Micro Four Thirds and Nikon F Biometar versus Biotar / The history of the Zeiss Biometar design How the Biometar design ultimately contributed to the Flektogon Paul is tempted by a Rolleiflex SLX on Facebook Marketplace Rolleiflex SLX batteries and modern replacement options Paul finds an extremely nice Contax IIIa with 50mm f/1.5 Sonnar Anthony finally gets his bucket-list Rolleiflex SL66 Anthony trades his Leica M4-2 for the Rolleiflex SL66 Why Anthony never got along with the Leica M4-2 film loading system Rolleiflex SL66 macro capability / Reversing lenses / Lens movements The Camerosity camera circle continues / Anthony's old cameras find new homes with listeners Finding the correct Rolleiflex SL66 strap Stephen rediscovers early Nikon DSLRs / Nikon D70 for $25 Nikon D200 versus D300 versus D300S Why the Nikon D300 might be one of the greatest digital camera bargains today APS-C isn't necessarily a disadvantage / 28mm becomes a useful 42mm equivalent Nikon D300 autofocus fine tuning / Using Ai and manual focus Nikon lenses on digital bodies Theo used the D300 as one of his main digital cameras for years / Nikon D300 versus D7000 Why the D7000 blurred the line between consumer and professional Nikon bodies Nikon's excellent inexpensive 18-55mm DX kit lens Nikon 18-200mm DX superzoom / Better than pixel peepers might suggest DxO PhotoLab profiles can transform older lenses Correcting chromatic aberration, softness and distortion with modern software Buying a camera because you already own the brochure for it Mike's final Buyee shipment... supposedly / Telka III Asahi Camera annual camera guides / Researching obscure Japanese cameras Why old camera magazines remain invaluable historical resources The decline of blogs and disappearing online camera research resources Mike's Voigtländer Vitomatic III CS / Ultron f/2 lens / A working Voigtländer rangefinder is apparently possible eBay Global Shipping sends a camera on a tour of North America Stephen's month-long shipping odyssey from the United States to Canada Mike buys a Certo Six, a beautiful camera, perfect bellows, dead rangefinder The increasing difficulty of finding technicians willing to repair obscure cameras Camera repair options have noticeably declined during the lifetime of Camerosity Sarah Davis begins learning Hasselblad repairs Why the next generation of camera repair technicians is so important Jeremy Scott rescues auction purchases for several Camerosity listeners 45 Argus cameras weigh approximately 51 pounds Jeremy apparently now has a pile of Olympus OM cameras to repair Links The Camerosity Podcast is now on Discord! Join Anthony, Paul, Theo, Stephen, and Mike on our very own Discord Server. Share your GAS and photography with other listeners in the Lounge or in our dedicated forums. If you have questions for myself or the other guys, we have an “Ask the Hosts” section as well where you can get your question answered on a future show! Check it out! https://discord.gg/PZVN2VBJvm. If you would like to offer feedback or contact us with questions or ideas for future episodes, please contact us in the Comments Section below, our Camerosity Facebook Group, Instagram page, or Discord server. Order Your Very Own Camerosity Podcast T-Shirt! - https://www.zazzle.com/z/tbykl0hg Sarah Davis Photo Repair - https://www.sdavisphotorepair.com/ The Official Camerosity Facebook Group - https://www.facebook.com/groups/camerositypodcast Camerosity Instagram - https://www.instagram.com/camerosity_podcast/ Camerosity in Spanish Podcast - https://camerosity.es/ Theo Panagopoulos - https://www.photothinking.com/ Paul Rybolt - https://www.ebay.com/usr/paulkris - https://thisoldcamera.net/ Anthony Rue - https://www.instagram.com/kino_pravda/

Mexico Business Now
'How AI, Tech Can Drive Industrial Infrastructure Future' by Jose Simon, Vice President and General Manager, Process Automation, Honeywell Technologies Latin America

Mexico Business Now

Play Episode Listen Later Sep 3, 2026 9:11


The following article of the Logistics industry is: 'How AI, Tech Can Drive Industrial Infrastructure Future' by Jose Simon, Vice President and General Manager, Process Automation, Honeywell Technologies Latin America. 

Vault Of Startling Monster Horror Tales Of Terror
The Vault Of Startling Monster Horror Tales Of Terror 172 – The Fly

Vault Of Startling Monster Horror Tales Of Terror

Play Episode Listen Later Aug 31, 2026


Welcome to The Vault Of Startling Monster Horror Tales Of Terror! This month Luke “Inside-Out Baboon” Jaconetti, his brother Jason “Dropping The Grubs Off At School” Jaconetti , Chris “Brundle-ific” Tyler and Chris “Buzzed” Honeywell will be teleporting their way to second puberty with David Cronenberg’s remake of THE FLY!!!!  [...]

Two True Freaks! Mega Feed
The Vault Of Startling Monster Horror Tales Of Terror 172 – The Fly

Two True Freaks! Mega Feed

Play Episode Listen Later Aug 31, 2026


Welcome to The Vault Of Startling Monster Horror Tales Of Terror! This month Luke “Inside-Out Baboon” Jaconetti, his brother Jason “Dropping The Grubs Off At School” Jaconetti , Chris “Brundle-ific” Tyler and Chris “Buzzed” Honeywell will be teleporting their way to second puberty with David Cronenberg’s remake of THE FLY!!!!  [...]

Lets Have This Conversation
Building Elite Teams Tyler Hayden on Trust, Communication, Storytelling & High-Performance Workplace

Lets Have This Conversation

Play Episode Listen Later Aug 28, 2026 52:24


86% of employees at Canada's Best Workplaces say management keeps them informed about important issues and changes, according to Great Place to Work Canada. That statistic underscores a fundamental truth about organizational success: trust, transparency, and communication matter—especially when organizations and their people are navigating change. High-trust workplace cultures can also have a powerful impact on employee retention, engagement, collaboration, and an organization's ability to navigate uncertainty. When employees trust their leaders, understand where the organization is going, and feel connected to the people around them, teams are better positioned to perform when circumstances become challenging. So, how can leaders build teams that communicate faster, trust more deeply, and execute effectively when things get messy? On this episode of Let's Have This Conversation, I'm joined by Tyler Hayden, a Hall of Fame keynote speaker, Certified Speaking Professional (CSP), bestselling author, and organizational development consultant who has spent more than 30 years working with teams—from outdoor leadership environments to corporate boardrooms. Tyler has worked with organizations including TD Bank, Bell, Honeywell, and Pratt & Whitney, helping leaders strengthen communication, engagement, collaboration, and organizational culture. His promise for every engagement is simple: High energy. Real tools. Measurable behaviour change. Tyler's work sits at the intersection of leadership and manager development, team engagement, employee retention, workplace culture, experiential learning, facilitation, and evidence-based approaches to creating lasting behavioural change. During our conversation, we explore what separates an ordinary collection of employees from a truly high-performing team. We discuss how leaders can establish trust, improve communication, strengthen employee engagement, and create workplace cultures where people are prepared to perform through uncertainty and organizational change. We also examine the power of storytelling in leadership and why the stories leaders tell—and the way they communicate them—can influence trust, belonging, motivation, and organizational identity. Tyler also shares insights from his proprietary MIQ approach, his philosophy of experiential learning, and what three decades of working directly with teams have taught him about creating learning experiences that actually stick. At its core, this conversation is about creating elite workplace cultures where communication is clear, trust is intentional, leadership is human, and employees are equipped to perform when the pressure rises. If you're a CEO, executive, HR professional, people leader, manager, organizational development professional, or anyone responsible for building stronger teams, this conversation offers practical insights into turning workplace culture from an abstract concept into a measurable competitive advantage.   For more information: https://tylerhayden.com/ Get the books: https://www.amazon.ca/stores/Tyler-Hayden/author/B00N9P1SHC?_encoding=UTF8&pd_rd_w=gBysS&content-id=amzn1.sym.aaa4948b-dfc3-44fd-9219-af24eb02108e&pd_rd_wg=xtrkQ&pd_rd_r=e0e1976e-1412-48db-9567-2703a8b4678f&ref=ap_rdr&shoppingPortalEnabled=true Discover more: https://rubberchicken.ai/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Movie Melt! Grindhouse and Exploitation Podcast
PARTY FAVORS (1987) | Buck Flower's Pineapple Pizza Empire

Movie Melt! Grindhouse and Exploitation Podcast

Play Episode Listen Later Aug 27, 2026 264:40


Sensitive Boy Sex Comedy Summer goes out with a failing stripper school, a hog farmer, a morality crusader named Dr. Percy Honeywell, and the least appetizing-looking pizzas ever caught on film. Buck Flower's Pop Tate wins a bankrupt pizza-delivery business in a card game. The catch: it sells only pineapple pizza, has basically no customers, and the van isn't even paid off. His solution is to put the stripper-school dancers to work delivering the pizzas. The pizza remains terrible, but after one accidental topless delivery, Pop and Elliot — the school's flamboyant proprietor — finally figure out what people are actually willing to pay for. We also try to reconstruct director Ed Hansen, a director with almost no public record at all — no interviews, barely any photographs, and one commentary track where Jim Wynorski mostly talks about Jim Wynorski. What's left is a strange trail from The Bullwinkle Show to advertising, documentaries, exercise tapes and a decade of cheap sex comedies built around failing businesses saved by women taking their clothes off. And every Friday, apparently, lunch at Musso & Frank. The movie itself gives us Buck Flower in a lead role, prank stripper-grams, a cop courtship on playground equipment, a guy who just wants a rubber duck, Honeywell running surveillance from inside a garbage can while wearing a beer helmet with a teddy bear head on it, and John F. Goff's Elliot dressed like Colonel Sanders on an inflatable alligator. Plus Battle of the Bands goes three rounds deep — Rodd Keith vs. Norm Burns, Exotic Adrian Street vs. Big Daddy, and disco Frank Sinatra vs. a children's version of "Disco Inferno" — along with Jonathan Winters being left unsupervised on a children's show to talk about bathtime. Join our Patreon if you can! Cory's Youtube Channel! Hey, why not call us on our hotline? (724) 246-4669!

The Angle from T. Rowe Price
The Long View: Vimal Kapur, Chairman and CEO of Honeywell Technologies

The Angle from T. Rowe Price

Play Episode Listen Later Aug 26, 2026 35:48


What does it take to reshape a company? Vimal Kapur, Chairman and CEO of Honeywell Technologies, joins Eric Veiel to discuss transformation, leadership, and how automation and AI are changing industrial markets.

Fire Safety Matters Podcast
Fire Safety Matters Podcast - Episode 50

Fire Safety Matters Podcast

Play Episode Listen Later Aug 24, 2026 71:32


Episode 50 of the Fire Safety Matters Podcast features several exclusive interviews as Brian hears from Mike Hobbs (specification and strategic growth lead at Apollo Fire Detectors) and Steve Dilloway (principal at Veritas Fire Support Services) in addition to Paul Pope (global director for the fire and life safety systems business at Ajax Systems) and Barnaby Carrick (senior technical engineer at passive fire protection solutions developer Siderise). Mike Hobbs joined Apollo in April last year from Honeywell, where he served as business manager and fire detection product specialist. He now leads a team of industry professionals operating across the UK and Ireland and focused on Apollo's fire detection and life safety solutions. Steve Dilloway is a certified risk assessor and a member of the Fire Industry Association's Fire Risk Assessment Council. He also provides consultancy support for those elements of fire and life safety that reside under the risk assessment umbrella. In tandem, Mike and Steve focus their attentions on the Terrorism (Protection of Premises) Act 2025 and what its introduction means for the fire industry going forward. Paul Pope is a Board director at the Fire Industry Association, an associate member of the Institution of Fire Engineers and also a member of the Institute of Fire Safety Managers. Having appeared as a guest on the very first episode of the Fire Safety Matters Podcast back in April 2020, Paul returns to examine the current challenges facing fire sector professionals and outlines recent developments at Ajax Systems. An Honours graduate in computer-aided product design having studied at the University of Portsmouth's School of Engineering, Barnaby Carrick has been part of the team at Siderise since 2012. In conversation with Brian, Barnaby reviews the key challenges presented by Gateway 3 – the final checkpoint relating to the Building Safety Act – and the introduction of the new Siderise Inspection App.  As always, Brian and Mark highlight and discuss key news stories in the sector. On this occasion, there's a focus on the recent change of ownership at the Fire Protection Association, the upcoming Women in Fire Safety Awards (for which the 2026 finalists have just been announced), the Fire Industry Association's tribute to Chris Watts and the Building Safety Regulator appointing an independent chair for the dedicated Residents' Panel.

Control Amplified
How Honeywell modernizes OT infrastructure

Control Amplified

Play Episode Listen Later Aug 19, 2026 17:04


At the 50th Anniversary Honeywell Users Group meeting in Phoenix, Arizona, Keith Larson was joined by Honeywell's Rick Stopf and Paul Hodge, product management leaders for the company's Experion PKS process automation system to discuss major trends impacting OT infrastructure today.

Money Life with Chuck Jaffe
Seafarer's Foster: For emerging markets A.I. stocks, this is a bubble

Money Life with Chuck Jaffe

Play Episode Listen Later Aug 18, 2026 57:53


Andrew Foster, founder and co-chief investment officer at Seafarer Capital Partners, says he thinks "a bubble has formed amongst certain artificial intelligence stocks, particularly some of those that were propelling Korea higher," but despite that emerging markets are coming out of a lost decade and the "picture in the emerging markets [outside of the inflating bubble] is quite broad-based and good." Fostesays investors should be looking to emerging markets to get non-dollar exposure and diversification, but also for growth that will accelerate over 60 percent in the next year, and while much of the growth is driven by the tech sector — where he worries about the bubble — the growth rate excluding technology is over 20 percent, which should generate strong returns moving forward, even as the building bubble deflates. Dawn Wotapka, former director of strategic communications and media relations at Honeywell, talks about what it's like to lose a job in an economy that is near full employment but artificial intelligence is making the employment picture murkier. Wotapka, a former Wall Street Journal reporter, recently wrote a piece on LinkedIn on going through a job loss that's been longer than expected from when the layoffs were announced, and how she has made it that her story was not the classic "It's a depression when you lose your job" tale. Plus, Chuck responds to a listener's question about a recent interview that suggested that investors have no reason to hold bonds, and how his own opinion differs from the expert who was on the show, but not by as much as the long-time listener who wrote the question might think.

Control Amplified
Rethinking LNG performance in a volatile world

Control Amplified

Play Episode Listen Later Aug 12, 2026 18:20


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.

Control Amplified
An overview of Honeywell's Experion Cognition

Control Amplified

Play Episode Listen Later Aug 6, 2026 22:01


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.

Vault Of Startling Monster Horror Tales Of Terror
The Vault Of Startling Monster Horror Tales Of Terror 171 – Obsession

Vault Of Startling Monster Horror Tales Of Terror

Play Episode Listen Later Jul 31, 2026


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 !!!!     

Two True Freaks! Mega Feed
The Vault Of Startling Monster Horror Tales Of Terror 171 – Obsession

Two True Freaks! Mega Feed

Play Episode Listen Later Jul 31, 2026


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 !!!!     

Chip Stock Investor Podcast
Honeywell Technologies (HON): Buy After the Breakup?

Chip Stock Investor Podcast

Play Episode Listen Later Jul 30, 2026 15:46


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.

Tangent - Proptech & The Future of Cities
The Check Engine Light for Commercial Real Estate, with Field Technologies President Clayton Callander

Tangent - Proptech & The Future of Cities

Play Episode Listen Later Jul 28, 2026 40:45


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)

Defense & Aerospace Report
Defense & Aerospace Daily Podcast [Jul 28, 2026] Honeywell Aeropsace's Jim Currier & Mike Vallillo

Defense & Aerospace Report

Play Episode Listen Later Jul 28, 2026 32:03


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.

Inspiring Leadership with Jonathan Bowman-Perks MBE
434. Beyond 9/11 - Reading the Signals & Acting with Wisdom with Greg Zlevor

Inspiring Leadership with Jonathan Bowman-Perks MBE

Play Episode Listen Later Jul 28, 2026 40:39


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.

B2B Sales Trends
146. Value Selling: Strategy Doesn't Start With Your Product w/ Pramesh Maheshwari

B2B Sales Trends

Play Episode Listen Later Jul 28, 2026 32:46


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.

Wall Street mit Markus Koch
Standardwerte rennen dem KI-Trade davon | Corning bricht 19% ein. Coke fest.

Wall Street mit Markus Koch

Play Episode Listen Later Jul 28, 2026 28:34 Transcription Available


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

NY to ZH Täglich: Börse & Wirtschaft aktuell
Dow fest, Tech schwach | New York to Zürich Täglich

NY to ZH Täglich: Börse & Wirtschaft aktuell

Play Episode Listen Later Jul 28, 2026 9:21 Transcription Available


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

Age of Jeremy
Markets Radar

Age of Jeremy

Play Episode Listen Later Jul 28, 2026 40:29


Get 30 Days of Merlin free at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MerlinCrypto.Com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ On today's episode of Markets Radar, I am breaking down a historic day on Wall Street as Apple officially crosses a monumental $5 trillion valuation while preparing an aggressive, Siri AI-powered offensive to dominate our smart homes. But under the hood of the stock market, a massive rotation is underway. I dissect why the S&P 500 equal-weighted index is hitting record highs even as chipmakers face their steepest selloff in years, and look at how a 5% plunge in crude oil is giving the Federal Reserve some much-needed breathing room. I also take you inside the private debt markets to analyze Brady Corp.'s $1.4 billion acquisition of Honeywell's logistics technology unit, revealing why a traditional label-maker is betting big on smart scanning hardware. Finally, we head to emerging markets to investigate Ghana's high-stakes $429 million budget pivot to fund its sovereign gold-buying program directly on the state's balance sheet and why this move has the IMF on high alert. Join me as I cut through the daily noise to show you exactly where global capital is moving. Enjoy! Join the Age of Radio Discord | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/EeamD8WcjN⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow me on Goodpods ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://goodpods.app.link/usUyBZzhuNb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Free Financial Consultation: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/B6nNZ2FbxbhESCHg9⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Red Wizard Gaming Society: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/9D43EszdUB⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   DM if you are interested in Life Insurance! If you or someone you know has been struggling or in crisis please call or text 988 or chat ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠988lifeline.org⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  

Josh Bersin
How People & Culture Accelerate Growth and Innovation at SharkNinja, Elizabeth Norberg.

Josh Bersin

Play Episode Listen Later Jul 27, 2026 42:35


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

GREY Journal Daily News Podcast
How Will Second-Quarter Earnings Guide 2026 Planning?

GREY Journal Daily News Podcast

Play Episode Listen Later Jul 13, 2026 1:24


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.

Control Amplified
Automating energy resilience with modular solutions

Control Amplified

Play Episode Listen Later Jul 8, 2026 16:22


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.

The DownLink
Space Money: Q2 2026 — Deals, Divestitures, and Big Checks

The DownLink

Play Episode Listen Later Jul 3, 2026 35:52


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.

Motley Fool Money
Picking the Winners of the Honeywell Breakup

Motley Fool Money

Play Episode Listen Later Jun 30, 2026 27:18


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

Vault Of Startling Monster Horror Tales Of Terror
The Vault Of Startling Monster Horror Tales Of Terror 170 – 2026 Trailer Party

Vault Of Startling Monster Horror Tales Of Terror

Play Episode Listen Later Jun 30, 2026


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 !!!!   

Two True Freaks! Mega Feed
The Vault Of Startling Monster Horror Tales Of Terror 170 – 2026 Trailer Party

Two True Freaks! Mega Feed

Play Episode Listen Later Jun 30, 2026


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 !!!!   

NY to ZH Täglich: Börse & Wirtschaft aktuell
Tech-Comeback | Warum die meisten Trader scheitern | New York to Zürich Täglich

NY to ZH Täglich: Börse & Wirtschaft aktuell

Play Episode Listen Later Jun 29, 2026 32:42 Transcription Available


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

Wall Street mit Markus Koch
Feiertagswoche beginnt mit Tech-Bounce

Wall Street mit Markus Koch

Play Episode Listen Later Jun 29, 2026 28:33 Transcription Available


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

Chip Stock Investor Podcast
SpaceX IPO, Orbital Data Centers & Investing in Quantum Computing | CSI with Simon Erickson of 7investing

Chip Stock Investor Podcast

Play Episode Listen Later Jun 24, 2026 31:54


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.

AEA Amplified
Ep. 61 – Building the Future of Integrated Aircraft Systems with Larry Riddle of Innovative Aerosystems

AEA Amplified

Play Episode Listen Later Jun 18, 2026 19:32


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.

HVAC Know It All Podcast
AI vs Humans: How Machines Are Becoming Safer Than People with Keith Gipson Part 1

HVAC Know It All Podcast

Play Episode Listen Later Jun 15, 2026 22:08


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  

Content Amplified
Make one asset work harder: the Bisquick theory of content

Content Amplified

Play Episode Listen Later Jun 11, 2026 24:07


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!

Chip Stock Investor Podcast
Why Flex Ltd. Just Surged 80% — And What Happens When the Spinoff Closes

Chip Stock Investor Podcast

Play Episode Listen Later Jun 11, 2026 17:35


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.

Defense & Aerospace Report
Defense & Aerospace Daily Podcast [Jun 08, 2026] Look Ahead w/ Byron Callan

Defense & Aerospace Report

Play Episode Listen Later Jun 8, 2026 28:49


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.

The Six Five with Patrick Moorhead and Daniel Newman
Microsoft Declares Independence, Alphabet Raises $80 Billion, and the Multi-Silicon Era Arrives | The Six Five Pod Ep. 307

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Jun 8, 2026 57:13


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  

Squawk on the Street
9AM Hour: Broadcom Tumbles and Drags Down the AI trade, Dow Rallies, SpaceX IPO Roadshow 6/4/26

Squawk on the Street

Play Episode Listen Later Jun 4, 2026 43:15


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.

Trader Merlin
Honeywell Spinoff - 05/27/26

Trader Merlin

Play Episode Listen Later May 28, 2026 56:42


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:

SportsBusiness Journal
SBJ Morning Buzzcast: May 20, 2026

SportsBusiness Journal

Play Episode Listen Later May 20, 2026 10:55


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.

Lean Blog Interviews
Chad Diggs on Building Quality Systems, Not Heroes

Lean Blog Interviews

Play Episode Listen Later May 20, 2026 59:17


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.

Honest eCommerce
Maximizing Profitability Through Smart Product Engineering | Ethan Haber | Happy Habitats

Honest eCommerce

Play Episode Listen Later May 18, 2026 22:30


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!

Kickass Boomers
I Was Wrong About My Interview With Angela Page And Her New Historical Novel Enrico G!

Kickass Boomers

Play Episode Listen Later May 18, 2026 22:29 Transcription Available


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.

Being an Engineer
S7E21 Rod Scholl | Pro Tips from 30-Year Analyst For Accurate Simulations (FEA & CFD)

Being an Engineer

Play Episode Listen Later May 15, 2026 48:31


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 

Squawk on the Street
CNBC Investing Club: Cramer's Morning Take on Honeywell 4/23/26

Squawk on the Street

Play Episode Listen Later Apr 23, 2026 3:38


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.