Podcasts about IBM

Is the stock market topping — or just catching its breath? This week, equity markets face a triple threat: an Iranian strike rattling geopolitical risk assets, an Anthropic AI capability announcement that hammered IBM, CrowdStrike, financials, and SaaS stocks, and a technical picture showing the S&P 500 slipping below both its 20- and 50-day moving averages. Lance Roberts breaks down the bull and bear case in full. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer Rate us on Google: https://bit.ly/4b9JtEo 0:00 - INTRO 1:05 - Market Over Reaction to Iran Hits? 6:54 - The Potential for Building a Market Topping 13:27 - Impact of Oil Prices on Inflation 18:11 - The Energy Stocks Heat Map 20:40 - The Iran Situation 23:03 - Gauging the Risk 24:56 - The Bearish Scenario 29:23 - The Bullish Scenario 37:04 - What We're Doing Now 39:08 - Be Cautious With Positioning 42:12 - Coming Attractions ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/m3M6saceH5g?feature=share ------- Watch our previous show, "Cut Your Medicare Bill in 2026 | IRMAA Appeal Secrets" here: https://youtube.com/live/dO3QPhf0rEs?feature=share -------- The latest installment of our new feature, Before the Bell, "Will Markets Hold 100-DMA?" is here: https://youtu.be/h0iV2DpbEq4 ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #PreMarket #StockMarketToday #MarketAnalysis #CrudeOil #BondMarket #StockMarket2026 #MarketTop #SP500Analysis #IranGeopolitics #AIStocks

AI, hybrid cloud, and quantum - three big shifts happening at IBM. Motley Fool co-founder Tom Gardner and Motley Fool contributor Matt Frankel recently talked with IBM CFO Jim Kavanaugh about the new IBM.   Host: Tom Gardner, Matt Frankel Guest: Jim Kavanaugh Producer: Bart Shannon, Mac Greer 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

Markets not thrilled with tech Mortgage rates dip below 6% Feb ends with a dud Looking at the Fed's next move with our guest – Danielle DiMartino Booth – the “Fed watcher” NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider's Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Follow @DiMartinoBooth Looking for style diversification? More information on the TDI Managed Growth Strategy https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (NVDA), (META), (ORCL), (GOOG), (AMZN), (MSFT), (IBM)

Hex Trust CEO Alessio Quaglini joins Consensus Hong Kong to discuss how stablecoins solve transparency issues in traditional banking and how Hex Trust simplifies cross-chain asset management for institutional partners. CEO and Co-Founder of Hex Trust, Alessio Quaglini, joins the desk at Consensus Hong Kong to explain how stablecoins are providing an upgrade to a trillion-dollar payments problem. Quaglini identifies the lack of transparency and efficiency in traditional banking as a massive hurdle that has been avoided for decades. He explains how Hex Trust acts as the conduit between the blockchain world and bank accounts, hiding the complexity of managing assets across 50 different blockchains for partners like IBM and Animoca. - This episode was hosted live by Jennifer Sanasie and Sam Ewen at Consensus Hong Kong 2026, presented by Hex Trust.

AI is happening so fast, Ransomware attacks increasing but payments going down, AI's ability to write Cobol tanks IBM stock, Bumper Music, My Network interface seems to have broken DNS,

OpenAI has closed a staggering $110 billion funding round, more than doubling its record-setting raise from just a year ago. OpenAI CEO Sam Altman joins alongside Amazon CEO Andy Jassy to discuss the massive new capital infusion, the details behind OpenAI and Amazon's $50 billion strategic partnership, and what comes next for agentic AI. Then, IBM vice chairman and former Trump NEC director Gary Cohn reacts to news that Block is cutting 40% of its workforce, citing AI efficiencies. Cohn discusses what those cuts signal about the future of work, the broader economy, and the market's AI-fueled momentum. Plus, Paramount Skydance moves closer to a deal for Warner Bros. Discovery, and President Trump meets with New York City Mayor Zohran Mamdani.   Gary Cohn                       18:23 Sam Altman & Andy Jassy          32:55   In this episode: Gary Cohn, @Gary_D_Cohn Sam Altman, @sama Andy Jassy, @ajassy Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Zach Vallese, @ZachVallese Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Anthropic's refusal to remove safeguards against mass domestic surveillance and fully autonomous weapons in its interactions with the Department of Defense establishes an explicit boundary on the use of AI in federal contracts. The company cited specific civic and legal risks, emphasizing that current AI systems are not reliable enough for autonomous weapon deployment and warning that government pressure on vendors to bypass statutory constraints poses broader accountability issues. This underscores a shift in liability for MSPs and IT providers—any weakening of safeguards under contract does not eliminate risk but instead transfers possible exposure down the technology supply chain. This position is reinforced by the lack of unconditional trust in military oversight, as highlighted by the Pentagon CTO's remarks, and by clear legal challenges, including violations of the Fourth Amendment and Department of Defense Directive 3000.09. Dave Sobel asserts that professional liability and cyber policies do not typically cover actions undertaken solely at government request where legal limits are breached. This increases the necessity for MSPs and IT leaders to verify that contract language explicitly defines acceptable AI use and to ensure written documentation before government or enterprise client demands arise. Additional analysis includes operational deployments of AI in service and workplace environments. Burger King's AI chatbot, Patty, and ServiceNow's autonomous request resolution underscore the friction between efficiency claims and trust gaps, as evidenced by a YouGov survey that found 68% of consumers lack confidence in AI customer service. Dave Sobel notes that MSP benchmarks tied to vendor ticket closure rates may not reflect real client satisfaction or risk, especially when legal requirements for monitoring and consent are not met. The episode further covers market reactions to speculative reports on AI-driven job displacement, studies demonstrating AI's failure to maintain human-like restraint in conflict scenarios, and IBM's valuation drop due to AI modernization tools. For MSPs and IT decision-makers, the practical takeaway is the need for documented governance, explicit contractual safeguards, and ongoing risk assessments when deploying or recommending AI solutions—particularly in environments where trust, human oversight, and insurability are not yet aligned with technical capability. Three things to know today: 00:00 Anthropic Refuses Pentagon Demands on Surveillance and Autonomous Weapons, Risks Contract 03:40 AI Hits the Human Layer — and Governance, Consent, and Trust Infrastructure Aren't Ready 07:37 AI Moves Markets, Escalates Wars, and Splits Partner Ecosystems — In One Week   This is the Business of Tech.    Supported by:  IT Service Provider University

Cheese is MIA, so Chad bring the ladies in to take over, and chaos follows: StepStone celebrates record applications… during record job desperation. Spin level: Olympic gold. AI agent harassment enters the chat. IBM's COBOL cash cow meets AI with a chainsaw. Google's “CareerDreamer” Copy prompt → paste → profit? Kombo vs. Humand at 2 am Tech layoffs are giving Hunger Games energy. CEOs call unemployment “momentum.” Workers call it “rent's due.” AI in hiring: helpful assistant or reputation wrecking hallucination machine? Stay tuned.

Is AI about to disrupt white-collar jobs, or is this simply a market rotation disguised as panic?Anthony Cheung and Piers Curran break down the so-called “AI scare trade” that hit software, payments and advisory stocks, even as the S&P 500 stayed broadly flat.We unpack the viral 2028 AI thesis from independent research firm Citrini, the sell-off in companies like Salesforce and IBM, and whether hedge funds amplified the move.We also explore the rise of “HALO stocks” and what the latest earnings from Nvidia tell us about AI demand, hyperscaler spending and the next phase of the cycle.A sharp look at market psychology, AI disruption and what's really driving volatility beneath the headlines.(00:00) AI Scare Trade(02:32) The Catalyst(10:53) HALO Stocks Rotation(17:52) Citrini's 2028 Thesis(27:27) The Reality Check(31:34) Nvidia Earnings(38:19) Agentic AI Inflection

Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts Where does AI actually fit into the mainframe modernization journey? In this week's episode of Mixture of Experts, host Tim Hwang is joined by experts Skyla Loomis, Maryam Ashoori and Kaoutar El Maghraoui. We dive into conversation around AI-powered mainframe modernization and AI builders. Next, 84% of the world has never used AI? A reality check on AI adoption and what needs to change. Finally, OpenClaw exposes some AI agent security gaps. We discuss "agent ops"—the framework for transparency, evaluation, optimization and policy enforcement that makes AI agents production-ready. All that and more on today's Mixture of Experts. 00:00 – Introduction 1:06 – Mainframe modernization 14:18 – AI adoption reality check 29:40 – Security-by-design agentic AI The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity. Learn how to operate AI agents responsibly at scale in the latest Tech Summit → https://ibm.webcasts.com/starthere.jsp?ei=1749693&tp_key=83a9212ff7&sti=podcast

What happens when the creator of Stack Overflow decides he's going to take on rural poverty with a guaranteed minimum income—and bankrolls it himself? Find out why Jeff Atwood believes AI and philanthropy might matter more to the American dream than any new software ever could. Hegseth gives Anthropic CEO until Friday to back down in AI safeguards fight Musk's xAI and Pentagon reach deal to use Grok in classified systems Anthropic Accuses Chinese Companies of Siphoning Data From Claude How will OpenAI compete? — Benedict Evans My first vibe coding project! Anthropic Links AI Agent With Tools for Investment Banking, HR THE 2028 GLOBAL INTELLIGENCE CRISIS QuitGPT is going viral — 700,000 users are reportedly ditching ChatGPT for these AI rivals IBM is the latest AI casualty. Shares tank 13% on Anthropic programming language threat OpenAI's first ChatGPT gadget could be a smart speaker with a camera ChatGPT spits out surprising insight in particle physics "Clavicular was mid jestergooning when a group of Foids came and spiked his Cortisol levels

What happens when the creator of Stack Overflow decides he's going to take on rural poverty with a guaranteed minimum income—and bankrolls it himself? Find out why Jeff Atwood believes AI and philanthropy might matter more to the American dream than any new software ever could. Hegseth gives Anthropic CEO until Friday to back down in AI safeguards fight Musk's xAI and Pentagon reach deal to use Grok in classified systems Anthropic Accuses Chinese Companies of Siphoning Data From Claude How will OpenAI compete? — Benedict Evans My first vibe coding project! Anthropic Links AI Agent With Tools for Investment Banking, HR THE 2028 GLOBAL INTELLIGENCE CRISIS QuitGPT is going viral — 700,000 users are reportedly ditching ChatGPT for these AI rivals IBM is the latest AI casualty. Shares tank 13% on Anthropic programming language threat OpenAI's first ChatGPT gadget could be a smart speaker with a camera ChatGPT spits out surprising insight in particle physics "Clavicular was mid jestergooning when a group of Foids came and spiked his Cortisol levels

What happens when the creator of Stack Overflow decides he's going to take on rural poverty with a guaranteed minimum income—and bankrolls it himself? Find out why Jeff Atwood believes AI and philanthropy might matter more to the American dream than any new software ever could. Hegseth gives Anthropic CEO until Friday to back down in AI safeguards fight Musk's xAI and Pentagon reach deal to use Grok in classified systems Anthropic Accuses Chinese Companies of Siphoning Data From Claude How will OpenAI compete? — Benedict Evans My first vibe coding project! Anthropic Links AI Agent With Tools for Investment Banking, HR THE 2028 GLOBAL INTELLIGENCE CRISIS QuitGPT is going viral — 700,000 users are reportedly ditching ChatGPT for these AI rivals IBM is the latest AI casualty. Shares tank 13% on Anthropic programming language threat OpenAI's first ChatGPT gadget could be a smart speaker with a camera ChatGPT spits out surprising insight in particle physics "Clavicular was mid jestergooning when a group of Foids came and spiked his Cortisol levels

What happens when the creator of Stack Overflow decides he's going to take on rural poverty with a guaranteed minimum income—and bankrolls it himself? Find out why Jeff Atwood believes AI and philanthropy might matter more to the American dream than any new software ever could. Hegseth gives Anthropic CEO until Friday to back down in AI safeguards fight Musk's xAI and Pentagon reach deal to use Grok in classified systems Anthropic Accuses Chinese Companies of Siphoning Data From Claude How will OpenAI compete? — Benedict Evans My first vibe coding project! Anthropic Links AI Agent With Tools for Investment Banking, HR THE 2028 GLOBAL INTELLIGENCE CRISIS QuitGPT is going viral — 700,000 users are reportedly ditching ChatGPT for these AI rivals IBM is the latest AI casualty. Shares tank 13% on Anthropic programming language threat OpenAI's first ChatGPT gadget could be a smart speaker with a camera ChatGPT spits out surprising insight in particle physics "Clavicular was mid jestergooning when a group of Foids came and spiked his Cortisol levels

We're back for more stories about the impact the David Eccles School of Business has on the lives and careers of our alumni, and today, host Frances Johnson is joined by Steve Johnson and his sons Mitchell Johnson and Alex Johnson, multi-generational alums of the David Eccles School of Business, for an “All Johnson” episode on our season finale.Steve Johnson is CFO at Parker-Migliorini International, LLCm also known as PMI Foods, where he has been since 2006.. Mitchell Johnson joined Big Four accounting firm KPMG in 2002 and currently works there as a senior audit associate. Alex Johnson works in inbound sales at Weave Communications. Frances talks to the Johnsons about their family's multi-generational ties to the U of U,, the campus's growth and new facilities, and favorite Eccles experiences such as Alex's Business Scholars trips (including visits to Boeing and Amazon), Mitchell's semester abroad in London through Eccles Global and other Business Scholars travel, and Steve's IBM corporate finance internship. They also discuss the value of staying involved as young alumni—especially for in-person networking and forming long-term relationships. Steve shares the reasons why it is so important for his family to give back through scholarships and endowments, influenced by the scholarship support he and his father received and his experience reading scholarship applications on the University of Utah Alumni Board of Governors. They also reflect on how the Eccles School prepared them for different career paths through programs, professional development, and experiential learning, and offer students advice to slow down, broaden their horizons, and take advantage of campus resources and opportunities.Eccles Business Buzz is a production of the David Eccles School of Business and is produced by University.fm.Eccles Business Buzz is proud to be selected by FeedSpot as one of the Top 70 Business School podcasts on the web. Learn more at https://podcast.feedspot.com/us_business_school_podcasts. Episode Quotes:What does Steve hope for his future generations?[31:28] Frances Johnson: Your sons now all three graduates of the Eccles School, and you have just been so deeply involved as a donor, as an alum at the Eccles School level and the university level. What do you hope that they do to stay engaged with the Eccles School? How do you hope they contribute, and what do you hope they're going to gain from that continued connection in your family?[32:02] Steve Johnson: Well, I hope they'll gain the same enjoyment and satisfaction that I did. The ability to feel a belonging, to continue to pass the torch along. The more involved you get and the more involved you get over time, you have a connection to the community. And it's very important. It is part of our community.The power of the alumni network matters more than digital connections[17:38] Mitchell Johnson: In the modern era, things like LinkedIn always are very beneficial to career advancement and building connections. But I think having the alumni network and having all the real in-person tangible connections just goes so, so far. And I think being able to keep, stay in touch with your old classmates, but also meeting people who have been alums for a long time, or who are fresh out of college. It's great just to build those relationships, because you never know how far those could actually take you in life.The career advantage of staying open to new connections[20:16]: Alex Johnson: I think you never know at what point, like, the perfect career opportunity might come up for you. And I think you never want to shy away from those opportunities. And I think just continuing to increase your network is a great opportunity. I think sometimes what might happen is sometimes people, they leave college and they kind of get so focused in one area, they kind of shrink their network. But I think as you continue to build your network and meet new people, like even going to some of these alumni events, I have been able to meet new people who I did not know in college. And that is a great opportunity because you might be able to meet someone who has been in your shoes but was not the exact same age as you.Show Links:Steve Johnson | LinkedInMitchell Johnson | LinkedInAlex Johnson | LinkedInDavid Eccles School of Business (@ubusiness) | InstagramUndergraduate Scholars ProgramsRising Business LeadersEccles Alumni Network (@ecclesalumni) | Instagram Eccles Experience Magazine

My main takeawaysMain TakeawaysThe "Stargate" Collapse: The $500 billion partnership between OpenAI, SoftBank, and Oracle is being labeled "vaporware." Reports suggest the deal is in shambles due to internal power struggles and a lack of actual liquidity, with SoftBank allegedly scrambling for 90% debt financing.Market Volatility vs. Reality: There is a disconnect between market reactions and product performance. While Anthropic's claim that Claude can streamline COBOL code caused IBM's stock to drop 10%, critics argue the public is still in a "demo phase" of awe and hasn't realized the tech often fails to work as advertised.Reliability Concerns: High-profile failures are surfacing, such as Claude reportedly deleting a Meta researcher's entire Gmail history. This raises alarms as these same models are being positioned to manage critical infrastructure like banking and the IRS.Corporate Espionage: Anthropic has reported "industrial-scale distillation attacks" from Chinese labs (DeepSeek, Moonshot AI, MiniMax), claiming they used over 24,000 fraudulent accounts to "siphon" Claude's capabilities to train their own models.The "Theranos" Comparison: Critics are drawing parallels between current AI labs and failed startups like Theranos, arguing that the goal of reaching AGI via Large Language Models may be technically impossible, creating a "feedback loop delusion" to sustain venture capital investment.Strategic Shifts: OpenAI is pivoting toward traditional consulting giants (McKinsey, Accenture) to integrate its tech, while the community continues to debate the technical distinctions between generative AI and autonomous agents.@XFreeze@MrEwanMorrison@sterlingcrispin@dwlz

What happens when the creator of Stack Overflow decides he's going to take on rural poverty with a guaranteed minimum income—and bankrolls it himself? Find out why Jeff Atwood believes AI and philanthropy might matter more to the American dream than any new software ever could. Hegseth gives Anthropic CEO until Friday to back down in AI safeguards fight Musk's xAI and Pentagon reach deal to use Grok in classified systems Anthropic Accuses Chinese Companies of Siphoning Data From Claude How will OpenAI compete? — Benedict Evans My first vibe coding project! Anthropic Links AI Agent With Tools for Investment Banking, HR THE 2028 GLOBAL INTELLIGENCE CRISIS QuitGPT is going viral — 700,000 users are reportedly ditching ChatGPT for these AI rivals IBM is the latest AI casualty. Shares tank 13% on Anthropic programming language threat OpenAI's first ChatGPT gadget could be a smart speaker with a camera ChatGPT spits out surprising insight in particle physics "Clavicular was mid jestergooning when a group of Foids came and spiked his Cortisol levels

Broadcast live from iConnections Global Alts in South Beach, Guy Adami and Dan Nathan are joined by Dan Greenhaus of Solus Alternative Asset Management and later Vincent Daniel to discuss a sharp, risk-off market move tied to the increasingly financialized AI buildout. They review weakness across private credit and alternative lenders after reports of difficulty placing debt to fund CoreWeave's data center, spilling over into names like Blue Owl and into large alternative managers, banks, and high-profile stocks like IBM, which suffers its worst day in decades. The group debates how a viral AI “thought experiment” amplified uncertainty about near-term industry disruption, the circular quid-pro-quo dynamics of AI financing and chip demand, and whether market valuations offer any cushion if the AI narrative falters. With Nvidia reporting the next day, they focus on expectations for growth and margins, the risk that competition could compress gross margins and re-rate the stock, and the broader question of whether AI success could drive major white-collar job losses, “ghost GDP,” and policy responses. The conversation closes with Vinnie describing investor “what if” fears around AI's impact on employment and fee-based industries. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

DOD – Disrupter Disrupters China markets reopening after Lunar New Year Mexico Cartel Wars Refunds requested for the illegal tariffs PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - The CTP for Caterpillar announced - DOD - Disrupter Disrupters - China markets reopening after Lunar New Year - Mexico Cartel Wars (Jalisco) Markets - Mortgage Rates - looking good! - Tariffs found illegal - that is not stopping anything - Refunds requested for the illegal tariffs - Monday's big drop and AI taking a bite out of stock prices Tariffs - First, who actually knows what is going on. 100% chaos - Supreme court ruled illegal (6-3) - 10% flat across all countries immediately added - Wait a day and make that 15% - FedEx seeks refund for illegal IEEPA tariffs imposed by Trump after the Supreme Court ruled Trump's tariffs exceeded authority - Numerous lawsuits expected for IEEPA tariff refunds - Apple has spent more than $3 billion on tariffs since President Donald Trump enacted his trade policies. What about that? (HOW TO FIGURE OUT WHO GETS THE REFUND) --- Estimate that $175B tariffs have been collected alreay - A group of 22 U.S. Senate Democrats on Monday introduced legislation that would require President Donald Trump's administration to fully refund within 180 days all of the revenue, with interest, collected from tariffs struck down by the U.S. Supreme Court. - The legislation would require the Customs and Border Protection agency, which collects tariffs at U.S. ports of entry, to prioritize small businesses. - The U.S. Customs and Border Protection agency said it will halt collections of tariffs imposed under the International Emergency Economic Powers Act at 12:01 a.m. EST (0501 GMT) on Tuesday Stop The Presses - After years of JCD's rants....... - Apple will soon introduce MacBooks with touch screens - Apple Inc.'s initial touch Macs will have the Dynamic Island at the center top of the display and OLED screen technology. The new MacBook Pro models will have a refreshed, dynamic user interface that can shift between being optimized for touch or point-and-click input. Europe Reacts - "The current situation is not conducive to delivering 'fair, balanced, and mutually beneficial' transatlantic trade and investment, as agreed to by both sides" in the joint statement setting out the terms of last year's trade agreement, the Commission said. "A deal is a deal." - All active discussions are halted on any USA/Europe trade deal The Potential Winners - Brazil and China may be the winners here - Chinese President Xi Jinping has a boost in bargaining power after the US Supreme Court invalidated Donald Trump's broad emergency tariffs, a key point of leverage over China. - The removal of tariff threats will make it harder for Trump to press Xi for larger purchases of certain products and leaves him without a key weapon to strike back if Chinese negotiators make fresh demands. - Xi's team will likely push harder for access to advanced semiconductors, the removal of trade restrictions on Chinese companies, and reduced US support for self-ruled Taiwan, according to Wu Xinbo, director at Fudan University's Center for American Studies. NVDA Earnings - NVIDIA drops its fiscal Q4 2026 (ended Jan 2025) results tomorrow—another make-or-break moment for the AI trade. - The bar is sky-high after years of blowout beats, but whispers of "peak AI" and slowing growth momentum have investors on edge. --- Consensus Expectations : ----Revenue: ~$65.6–$66.1 billion (up ~67–68% YoY from last year's ~$39B; guided $65B ±2% in prior report) ------EPS (adjusted/non-GAAP): ~$1.50–$1.53 (up ~70–72% YoY from $0.89). --------Gross margins: Targeting ~75% non-GAAP (holding strong despite supply chain noise). -----------Key driver: Data Center segment expected to crush ~$58–$60B, fueled by Blackwell ramp and hyperscaler spend. Home Depot Earnings - The home-improvement retailer gained 2.7% after posting fourth-quarter adjusted earnings of $2.72 per share on revenues of $38.20 billion. - That exceeded the per-share earnings of $2.54 on revenues of $38.12 billion expected by analysts polled by LSEG. AMD News - The semiconductor maker rose about 11% after it inked a multiyear deal with Meta to lend up to 6 gigawatts of its graphics processing units to artificial intelligence data centers. - The cost of the deal is unclear, but the companies' agreement includes a a performance-based warrant that could amount to up to 160 million of AMD shares, according to a statement dated Tuesday. - Meta has committed to deploying up to 6 gigawatts (GW) of AMD's Instinct GPUs (high-end graphics processing units optimized for AI workloads) to power its massive AI data centers. - Analysts estimate the GPU portion alone could be worth $60–$100+ billion over 5+ years Mortgage Rates - The average rate on the popular 30-year fixed mortgage fell to 5.99% on Monday, according to Mortgage News Daily, matching its lowest levels since 2022. - Last year at this time the rate was 6.89%. - A buyer putting 20% down on the median priced home, about $400,000 according to the National Association of Realtors, would have a monthly payment of $1,916 for the principal and interest. One year ago, that payment would have been $2,105, a difference of $189. Life Insurance Record - Manulife Financial Corp. sold a $300 million life insurance policy in Singapore, topping what Guinness World Records certified as the most valuable policy ever issued. - The policy surpasses the previous record of $250 million, set by HSBC Life in Hong Kong in 2024. Manulife said in a statement Tuesday that the deal reflects growing demand from ultra-wealthy clients to preserve their assets. - In Singapore over the past 12 months, Manulife has issued 25 individual policies each worth more than $50 million. Bitcoin Rout - Gemini said it was axing as much as a quarter of its staff and exiting the UK, European Union and Australia entirely. - This week, it parted with its chief operating officer, chief financial officer and chief legal officer, all in a single day. - Its stock has fallen more than 80% from a post-listing high last year, collapsing its market value from a peak of almost $4 billion to under $700 million. Over the Greenland - USA sending a "hospital ship" over - Trump's post on the ship came hours after Denmark's Joint Arctic Command said it had evacuated a crew member who required urgent medical treatment from a U.S. submarine in Greenlandic waters, seven nautical miles outside of Greenland's capital, Nuuk. - Greenland said thanks but no thanks So Long! - U.S. investors are pulling money out of their own stock market at the fastest pace in at least 16 years as Big Tech returns fade and better-performing overseas markets look more attractive. - In the last six months, U.S.-domiciled investors have pulled some $75 billion from U.S. equity products, with $52 billion flowing out since the start of 2026 alone, the most in the first eight weeks of the year since at least 2010 AI Disruption - DOD (Disruption of Disrupters) - CrowdStrike -9.8% and other cybersecurity names under heavy pressure again as AI disruption fears build following Anthropic's Claude Code release - - Cybersecurity stocks are under broad pressure today, extending recent weakness following Friday's launch of Claude Code Security by Anthropic. Claude Code Security scans codebases for vulnerabilities and suggests software patches for human review, fueling a narrative that AI platforms may be moving more quickly into parts of the security workflow than investors had previously expected. For cybersecurity, that raises concern around the forward demand outlook and competitive positioning, particularly in areas tied to application security, cloud security, identity workflows, and security operations automation, where AI-native tools could start to narrow perceived differentiation. - The move suggests investors are still sorting through the implications for product overlap, pricing power, and competitive positioning as AI capabilities evolve quickly. - IBM shares dropping toward lows of the session; attributed to news that Claude can automate cobol modernization COBOL (Common Business-Oriented Language) is a high-level, English-like programming language created in 1959 for business, finance, and administrative data processing. It is renowned for its verbosity, readability, and reliability, processing massive amounts of transactions on mainframe systems,, notes NetCom Learning and IBM. Despite being decades old, it remains critical in banking, insurance, and government sectors. - It is estimated that 70-80% of the world's business transactions are processed by COBOL Grok's Prediction about Future of OpenAi/ChatGPT Scenario Likelihood (My Estimate) Key Factors Outcome for OpenAI/ChatGPT Thriving Leader Medium (40%) Sustained breakthroughs, partnerships (e.g., Microsoft), regulatory wins OpenAI as AI giant; ChatGPT as ecosystem hub for agents/robots Evolved Survivor High (50%) Adaptation to agents/hardware; mergers Exists but rebranded; ChatGPT integrated into daily life tools Decline/Acquisition Low (10%) Overcompetition, funding collapse Absorbed or legacy; ChatGPT commoditized or obsolete Quick check on Europe Shares - European company earnings growth is picking up this reporting season against a tentatively improving economic backdrop, but wary investors are demanding more than solid results to justify sky-high valuations. - Companies representing 57% of Europe's market capitalization have reported so far, achieving average earnings growth of 3.9% in the fourth quarter, ahead of estimates for a final result of a contraction of 1.1% --- That is a big differential.... +3.9 vs -1.1 Iran Talks - News over the weekend that Iran will look to discuss a variety of items and potentially get a deal.... energy, mining and aircraft - Best guess: Iran will string us along like Russia is doing and we will say we have some kind of bogus deal. --- There is some talk of US "going in" as we are building military presence. Supposedly there are some saying it could be a multi-week incursion. - What is the plan - Regime change? What is this? - A divided Supreme Court on Tuesday ruled that Americans can't sue the U.S. Postal Service, even when employees deliberately refuse to deliver mail. - By a 5-4 vote, the justices ruled against a Texas landlord, Lebene Konan, who alleges her mail was intentionally withheld for two years. Konan, who is Black, claims racial prejudice played a role in postal employees' actions. - Justice Clarence Thomas, writing for a majority of five conservative justices, said the federal law that generally shields the Postal Service from lawsuits over missing, lost and undelivered mail includes “the intentional nondelivery of mail.” - So can ballots just be thrown in garbage for mail-ins for one party that will throw out another party's?     Love the Show? Then how about a Donation? HE CLOSEST TO THE PIN for CATERPILLAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

What separates organizations that pass audits from those that survive real incidents? In this episode of The Segment, host Raghu Nandakumara sits down with Phil Park, global cybersecurity and risk leader at IBM. With more than 25 years advising financial institutions across the U.S., Europe, and Asia-Pacific, Phil brings a practical perspective on how supervision is rapidly evolving from compliance checklists to real-world operational readiness. Together, Raghu and Phil unpack the industry's biggest mindset shift: regulators no longer ask “Are you protected?” — they ask “Can you operate through disruption?” They explore why prevention alone is no longer enough, why containment and recovery now define security maturity, and how CISOs are moving from siloed operators to enterprise-wide risk leaders accountable to boards and regulators alike. The conversation also dives into: Why regulators evaluate response quality rather than technical perfection   How organizations are turning tabletop exercises into realistic resilience testing   The growing pressure created by third-party and supply-chain dependencies   Why evidence and outcomes matter more than policies and frameworks   How overlapping reporting requirements are reshaping incident response playbooks   The double-edged role of AI in both defense and attack, including deepfake risks   Why security fundamentals matter even more in the AI era   This episode is a must-listen for security leaders and executives navigating a world where passing the audit is no longer the goal — proving you can withstand disruption is. Also, if you're attending FSISAC, join Illumio, IBM, and Palo Alto Networks for an exclusive dinner at Capital Grille! Save your seat here: https://lp.illumio.com/20260302-Steak-And-Security-Dinner.html?utm_medium=email&utm_source=marketo

Send a textTom Griffiths, Henry R. Luce Professor at Princeton University, joins the show to explore the surprising science behind how we actually think. His new book, The Laws of Thought, bridges computational cognitive science and AI—challenging assumptions about decision-making, neural networks, and the path to artificial general intelligence.Show NotesTimestamps 01:21 – Meet Tom Griffiths 05:27 – Tom's Book 06:58 – A Neural Network 09:55 – AGI? 19:10 – Writing the Book 20:45 – The Laws of Thought 27:24 – The Neural Network Surprise 31:33 – Learning from Experts 35:19 – Decision Making vs. Probability 42:36 – Government AI ConsiderationsLinks LinkedIn: linkedin.com/in/tom-griffiths-7b31a0364 Book: The Laws of Thought – Macmillan#TheLawsOfThought, #CognitiveScience, #ArtificialIntelligence, #AGI, #NeuralNetworks, #DecisionMaking, #Probability, #AIResearch, #Princeton, #TechPodcast, #MakingDataSimple, #AIGovernment, #MachineLearningWant to be featured as a guest on Making Data Simple? Reach out to us at almartintalksdata@gmail.com and tell us why you should be next. The Making Data Simple Podcast is hosted by Al Martin, WW VP Technical Sales, IBM, where we explore trending technologies, business innovation, and leadership ... while keeping it simple & fun.

Kevin Horner dials up the chart of "Big Blue" and tries to make sense of the recent selling seen in IBM Corp. (IBM). Following news of Anthropic's latest COBOL capabilities with its Claude AI, shares of IBM slide 13% on Monday–it's biggest single session drop of this millennium. Kevin looks at the long-term support significance of the $225 level and shows how dramatic this week's drop was for IBM.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Send a textTom Griffiths, Henry R. Luce Professor at Princeton University, joins the show to explore the surprising science behind how we actually think. His new book, The Laws of Thought, bridges computational cognitive science and AI—challenging assumptions about decision-making, neural networks, and the path to artificial general intelligence.Show NotesTimestamps 01:21 – Meet Tom Griffiths 05:27 – Tom's Book 06:58 – A Neural Network 09:55 – AGI? 19:10 – Writing the Book 20:45 – The Laws of Thought 27:24 – The Neural Network Surprise 31:33 – Learning from Experts 35:19 – Decision Making vs. Probability 42:36 – Government AI ConsiderationsLinks LinkedIn: linkedin.com/in/tom-griffiths-7b31a0364 Book: The Laws of Thought – Macmillan#TheLawsOfThought, #CognitiveScience, #ArtificialIntelligence, #AGI, #NeuralNetworks, #DecisionMaking, #Probability, #AIResearch, #Princeton, #TechPodcast, #MakingDataSimple, #AIGovernment, #MachineLearningWant to be featured as a guest on Making Data Simple? Reach out to us at almartintalksdata@gmail.com and tell us why you should be next. The Making Data Simple Podcast is hosted by Al Martin, WW VP Technical Sales, IBM, where we explore trending technologies, business innovation, and leadership ... while keeping it simple & fun.

This episode is sponsored by Airia. Get started today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠airia.com⁠⁠⁠⁠⁠⁠⁠⁠⁠. On this week's AI Inside with Jason Howell and Jeff Jarvis, I unpack the viral “2028 Global Intelligence Crisis” memo, Anthropic's claims of Claude distillation attacks, an OpenClaw inbox meltdown, Meta's massive AMD chip bet, Samsung's “Hey Plex” phones, Pomelli's AI product shots, and Claude's new Wall Street push. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. Chapters: 0:00 - Start 0:02:55 - THE 2028 GLOBAL INTELLIGENCE CRISIS 0:04:45 -  Viral Doomsday Report Lays Bare Wall Street's Deep Anxiety About AI Future 0:08:24 -  IBM is the latest AI casualty. Shares tank 13% on Anthropic programming language threat 0:09:22 -  Cybersecurity stocks drop for a second day as new Anthropic tool fuels AI disruption fears 0:20:00 - Anthropic: Detecting and preventing distillation attacks 0:24:19 -  American AI Industry Trembles as Deepseek Prepares to Release New Model 0:33:41 -  Meta Exec Learns the Hard Way That AI [Openclaw] Can Just Delete Your Stuff 0:37:39 -  Google clamps down on Antigravity 'malicious usage', cutting off OpenClaw users in sweeping ToS enforcement move 0:41:52 -  Jia Zhangke Creates AI Video With Seedance 2.0 0:42:29 - The video (translation CC available) 0:52:21 -  Facebook owner Meta to buy AI chips from AMD in deal worth up to $100 billion 0:53:08 -  Nvidia's Deal With Meta Signals a New Era in Computing Power 0:54:13 -  Samsung is adding Perplexity to Galaxy AI 0:55:22 - Google: Create studio-quality marketing assets with Photoshoot in Pomelli 0:56:55 - Anthropic Links AI Agent With Tools for Investment Banking, HR Learn more about your ad choices. Visit megaphone.fm/adchoices

Trump denies reports that his top military adviser has warned against an attack on Iran, the U.K. imposes nearly 300 new sanctions on Russia to mark the fourth anniversary of the Ukraine war, Australia launches a public antisemitism inquiry following the Bondi Beach attack, U.K. MPs approve a motion to release documents related to former Prince Andrew's trade envoy appointment, Colombia's ELN guerilla group declares a ceasefire ahead of legislative elections, a U.S. judge declines to dismiss the prosecutors in the Charlie Kirk murder case, declassified CIA documents on a Cold War-era interrogation research program resurface online, ICE is accused of cutting its training hours and dropping a course on constitutional law, British family doctors are given £3,000 incentives to prescribe weight loss drug medications, and IBM plunges 13% as Anthropic announces a new AI coding tool. Sources: Verity.News

Anthropic's Hidden Claude 1, Market-Shaking AI Tools, and MIT's One-Step 3D-Printed Electric Motor Host Jim Love covers three major stories: Anthropic CEO Dario Amodei's comments on AI governance and safety, including that "Claude 1" was built before ChatGPT but not released because it didn't meet Anthropic's alignment and safety bar; how Anthropic's recent launches—Claude for knowledge-work "cowork" workflows, deeper office/document integrations, Claude Code Security for vulnerability scanning, and tooling to automate parts of COBOL modernization—coincided with sharp market reactions including declines in CrowdStrike and Zscaler (around 10–11%) and a major IBM drop (more than 13%) amid fears AI could disrupt SaaS, cybersecurity, and legacy modernization revenue; and MIT researchers' report of a 3D printing process that produces a fully functional linear electric motor in a single step (aside from magnetization), with reported material cost around 50 cents in a lab setting, raising the prospect of on-demand manufacturing and compressed supply chains. The episode also includes sponsorship messages about Meter's integrated wired, wireless, and cellular networking stack. Hashtag Trending would like to thank Meter for their support in bringing you this podcast. Meter delivers a complete networking stack, wired, wireless and cellular in one integrated solution that's built for performance and scale. You can find them at Meter.com/htt 00:00 Headlines and Sponsor 00:45 Amodei vs Altman 01:29 Claude 1 Not Shipped 03:19 Anthropic Shakes Markets 04:57 AI Hits Cybersecurity 05:28 COBOL Modernization Shock 08:10 MIT Prints Electric Motor 09:39 Manufacturing Disruption 10:26 Wrap Up and Thanks

AI firm Anthropic has made upgrades to their Claude model and it's sparked concerns about what this could mean for markets and jobs. Claude specialises in coding and technology, and IBM's stock recently took a hit - with experts citing the model as a reason. Milford Asset Management expert Andrew Curtayne explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

The AI disruption overlay trade is now bordering on the AI apocalypse trade as a well penned research report intensifies the sell-off in names that the market fears the future of AI will disrupt. IBM suddenly the latest victim on the announcement of the latest Anthropic tool that might be able to update old mainframe software. We try to assess the landscape and wonder when and whether the selling stops, or whether the sell-off sparks widening fears for the market. The latest on macro and FX and much more also on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to four hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Cybersecurity has been getting bigger recognition as an integrated enabler in key U.S. military operations in Iran and Venezuela. That comes on the heels of the Pentagon last year introducing a new cyber mission force generation model as part of the larger Cybercom 2.0 effort. So, who better to discuss the growing prominence of cyber in the defense space than the principal cyber advisors of the various branches overseeing cyber-kinentic integration. At CyberTalks, Daily Scoop host Billy Mitchell hosted a panel with those leaders and a representative from industry to hear the latest on this emerging space. Joining him on the panel were the PCAs from each service — Ann Marie Schumann of the Department of the Navy, Wanda Jones Heath of the Department of the Air Force and Brandon Pugh of the Army — as well as Dave Galoppo, senior director for full spectrum cyber at GDIT. The Department of Energy is rapidly building out multidisciplinary teams to support the Genesis Mission as it prepares to unveil a minimum viable product later this year, according to a senior agency official. The format for the demonstration is to be determined, but progress is palpable. “We're going to show quite a lot of results this year,” Darío Gil, DOE's under secretary for science and director of the Genesis Mission, said in an interview with FedScoop. “We're going to show results on our progress of building AI supercomputers … the software and the agentic framework.” The agency also plans to showcase the efforts behind the data curation used to train “next generation” AI and the results tied to the application of AI in science and engineering, he added. The Genesis Mission launched in November 2025 by way of an executive order that tasked the Energy Department with leading a national, coordinated effort to accelerate innovation and discovery with the latest advancements in AI, quantum and high-performance computing. As part of the initiative, the agency is working to build an integrated platform that draws on federal scientific datasets and expertise from public and private sectors. A demonstration of the Genesis platform's initial capabilities is required by mid-year, according to the deadlines outlined in the presidential directive. A pullback of educational requirements for federal contracting jobs, including in technology work, moved one step closer to reality Monday. The Skills-Based Federal Contracting Act (H.R. 5235) sailed through the House and now awaits Senate consideration. The bill from Reps. Nancy Mace, R-S.C., and Raja Krishnamoorthi, D-Ill., would ban minimum education requirements for personnel in some contracts. Introducing the bill on the House floor ahead of Monday's vote, Rep. William Timmons, R-S.C., said the legislation ensures federal contractors can “hire who they want to hire without additional red tape.” Mace, who chairs the House Oversight and Government Reform Subcommittee on Cybersecurity, Information Technology, and Government Innovation, recounted January 2024 testimony from an IBM executive who said “federal contractors are rarely able to place an individual without a four-year degree on a technology services contract, regardless of their qualifications.” Mace said the issue goes “beyond technology and service contracts,” affecting work across the federal government. Eliminating four-year degree requirements would do away with “a paper ceiling” that blocks “talented Americans” from pursuing opportunities in the billion-dollar industry that “shapes the entire labor market,” she said. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

Émission du 24/02/2026 présentée par Amaury de Tonquédec avec Éric Lewin, Stratégiste actions chez Bourse Direct et Pascale Seivy, Directrice commerciale France chez Lombard Odier. Il a suffi d'un simple tweet d'Anthropic et IBM accuse sa pire chute depuis 2000 … entrainant d'autres valeurs dans son sillage. Est-ce une surréaction ou le juste prix ? L'IA sème l'incertitude à Wall Street et sur les marchés en général.Et les droits de douane de Trump, où en est-on ? Vos questions en live : Baisse sur les valeurs "menacées" par l'IA : opportunité ou à fuir ? Que penser du luxe ? Quel est le vrai risque cette année pour les marchés ? Que penser de la gestion pilotée ? Faut-il acheter ou vendre les marchés américains ? Comment s'exposer aux marchés émergents ? Bourse : que penser de : Wallix, 2CRSI, Vallourec ou Stif ? Et bien sûr, les QUESTIONS CASH !

Jay Woods joins Diane King Hall at the NYSE to make sense of this week's market performance as investors await Nvidia (NVDA) earnings. He's admittedly confused about IBM's (IBM) selloff yesterday saying: What's changed about the AI narrative? He's looking to Snowflake (SNOW) and Salesforce (CRM) earnings events to provide clarity on the AI adoption front. For AMD, he points to CEO Lisa Su's leadership as a key driver for the company's growth. Jay later tries to make sense of the swirling uncertainty surrounding tariffs and how potential refunds could impact companies.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

On this episode of the Insurance Coffee House, Nick Hoadley is joined by Val Rahmani, a leading board director across insurance and financial markets, currently serving on the boards of London Stock Exchange Group (LSEG), RenaissanceRe, and Entrust. Val shares how a 28-year career at IBM, followed by startup CEO experience, shaped her approach to leadership, strategy, and governance.Val reflects on her early career, starting as a chemistry PhD student who wanted to move into sales, and how IBM redirected her into systems engineering so she could learn the product before selling it. She describes the pivotal moment when she was selected to work in the CEO's office and how that fast-tracked her exposure to top-level decision-making. Val shares practical lessons from that period, including how to think clearly under pressure, how to listen to specialists on the ground, and why taking opportunities quickly can change the trajectory of a career.The conversation then moves into Val's transition from big tech to startup leadership. She explains what changes when you move from a large organisation with abundant resources to a startup where every decision is constrained by funding, headcount, and time. Val discusses the realities of raising capital while running the business, why she enjoyed fundraising, and how sales skills translate into leadership by focusing on understanding what people actually need.Nick and Val then explore her board journey and how her first board roles helped her shift from hands-on executive work into governance. Val explains why private company boards can be a strong entry point for executives looking to build board experience, including the higher involvement, the pace, and the learning curve without the full weight of public company regulation. She shares how her first public board appointment at Aberdeen Asset Management came about through a recruiter, and why culture fit matters as much as capability when board appointments are long-term commitments.Val also breaks down what LSEG actually does beyond the exchange, including clearing and its evolution into a data and analytics business, particularly following the acquisition of Refinitiv. She shares how she approached joining RenaissanceRe without an insurance background, and how structured induction, one-to-one time with executives, and asking direct questions helped her get up to speed. Val and Nick discuss the people-centric nature of the insurance market, the importance of understanding industry relationships in reinsurance, and what it takes to become useful before offering strategic input.The episode closes with practical guidance for building a board portfolio. Val explains why her board roles have largely come through recruiters, why those relationships need to be long-term rather than transactional, and how recruiters can match for culture when they know the person behind the CV. She shares what she believes makes an outstanding board director: listening, being selective about where you contribute, respecting time in the boardroom, and doing the work outside the meeting so the questions you bring are truly value-add. Val also outlines how she stays current, including structured reading habits and monitoring market signals, and why every board member needs at least a working awareness of AI and its implications.Connect with Val Rahmani on LinkedIn to follow her work across technology, governance, and board leadership.The Insurance Coffee House Podcast is brought to you by Insurance Search.We are a global Insurance Executive Search Consultancy, supporting Insurance and Insurtech businesses to attract and retain the very best insurance talent.Find out more about showcasing your employer brand as a guest on the Insurance...

On this episode, Pete and Julie are joined by Mary Sue Rogers, a legend and pioneer in global HR, payroll, and workforce transformation!  From her early days modernizing payroll systems to senior leadership roles at IBM, Talent2, and Ascender, Mary Sue shares a rare, long-view perspective on how payroll evolved from a compliance function into the operational backbone of today's global workforce. The conversation spans Asia-Pacific payroll complexity, multinational compliance, board-level risk oversight, and why paying people accurately is foundational to employee experience. Mary Sue also offers sharp insight into AI's real impact on HR, the growing role of payroll as an extension of government compliance, and what CHROs must prioritize as organizations head into an uncertain 2026. Connect with Mary Sue: https://www.linkedin.com/in/rogersmarysue Connect with the show: LinkedIn:  http://linkedin.com/company/hr-payroll-2-0 X: @HRPayroll2_0  X: @PeteTiliakos  X: @JulieFer_HR BlueSky: @hrpayroll2o.bsky.social YouTube: https://www.youtube.com/@HRPAYROLL2_0  WRKDefined Podcast Network: https://wrkdefined.com/podcast/hr-payroll-20  Thank you to our marquee sponsors for powering the HR & Payroll 2.0 podcast forward!  G-P ‘Globalization Partners': https://www.globalization-partners.com/ OneSource Virtual: https://hubs.ly/Q03YFNR90 Zoho: https://www.zoho.com/press.html Thank you to our ‘wizard behind the curtain' and show producer Ryan Kielma: https://www.linkedin.com/in/ryan-kielma/

SUMMARY DEL SHOW Futuros levemente en verde buscando rebotar tras el selloff del lunes; tasas casi planas y agenda cargada con Confianza del Consumidor y “Fedspeak”. El mercado mastica aranceles (10% con ruido de 15%), la demanda de $FDX, y gira el foco a earnings de $HD y, sobre todo, $NVDA. Titulares de IA: $META firma un mega acuerdo de cómputo con $AMD, $INTC entra a SambaNova y $IBM sale a defender el “moat” del mainframe.

En el episodio de hoy de VG Daily, Juan Manuel de los Reyes y Andre Dos Santos analizan una semana en la que la inteligencia artificial sacudió mercados enteros de formas que pocos anticipaban. El episodio arranca con el acuerdo entre AMD y Meta, un trato que va mucho más allá de una compra de chips y que revela hasta dónde están dispuestos a llegar los "hyperscalers" para asegurar su infraestructura de IA. De ahí pasan a los anuncios de Anthropic que en dos jornadas consecutivas provocaron caídas históricas en ciberseguridad, en IBM y en las grandes redes de pagos, abriendo un debate sobre qué modelos de negocio sobreviven cuando la IA empieza a automatizar servicios que antes requerían años de consultoría o capas enteras de software especializado. El episodio cierra con un bloque sobre renta fija, donde los grandes nombres tecnológicos están protagonizando una ola de emisión de deuda corporativa para financiar su carrera de IA, trasladando la conversación del mercado de acciones al de bonos.Lo que se lleva el oyente es una lectura de fondo sobre cómo el gasto en IA está redibujando la economía a nivel estructural, quién controla los semiconductores, qué sectores están en la mira y cómo los mercados de crédito empiezan a sentir el peso de esta transformación. 

Mardi 24 février, François Sorel a reçu Michel Levy Provençal, prospectiviste, fondateur de TEDxParis et de l'agence Brightness, Enguerand Renault, directeur de la rédaction de Satellifacts, et Jérôme Colombain, journaliste et créateur du podcast « Monde Numérique ». Ils se sont penchés sur la chute d'IBM en Bourse face à la menace IA d'Anthropic, l'accusation de pillage par Anthropic contre les IA chinoises, et les soupçons de pillage massif sur Mistral, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Enttäuschung bei Novo Nordisk, Gileads Milliarden-Move und Übernahmefantasie bei Paypal. Außerdem geht es um Mongo DB, Zscaler, Datadog Doordash, American Express, Mastercard, Visa, Novo Nordisk, Eli Lilly, Gilead, Arcellx, Domino's, IBM, PayPal, BMW, VW, Mercedes-Benz, SAP, Infineon, Cloudflare, Crowdstrike, Zscaler, KKR, Blackstone, Apollo, GE Vernova, L&G Gold Mining ETF (WKN: A12CCL), L&G DAX Daily 2x Short (WKN: A0X8ZS), Amundi Core MSCI USA (WKN: ETF154), iShares MSCI USA (WKN: A0YEDU), SPDR S&P 500 (WKN: A3EUC1), UBS Core S&P 500 (WKN: A41DL0), SPDR S&P 500 Leaders (WKN: A2PSPE), iShares Core MSCI World (WKN: A0RPWH), Ark Innovation ETF (A14Y8H) und SPDR MSCI All Country World IMI (WKN: A1JJTD). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Ce mardi 24 février, la question de la jeunesse qui est un sujet important mais trop rarement soulevé en France, ainsi que la forte baisse de l'action IBM en raison de l'IA, ont été abordées par Jean-Hervé Lorenzi, président du Cercle des Économistes, Stéphane Carcillo, responsable de la division Revenu/Travail de l'OCDE et professeur à Sciences Po, et Isabelle Job-Bazille, directrice des études économiques de Crédit Agricole SA, dans l'émission Les Experts, présentée par Raphaël Legendre sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

On AI in Action, IBM researcher Campbell Watson explains how foundation models are accelerating discovery across Earth and space science. Moving beyond traditional numerical methods, his team applies concepts from large language models to multimodal satellite data to build powerful, open-source AI systems. In collaboration with NASA and the European Space Agency, they have developed foundation models for Earth observation, weather and heliophysics. They are using AI for sustainability use cases, such as flood detection, biodiversity monitoring and solar flare forecasting. Designed for hybrid cloud environments and even deployed in orbit, these models point toward a future where AI and quantum computing unlock deeper planetary insights.

Muy buenos días, Banamex se reparte en más manos y los family office mexicanos están involucrados. En México, ¿cómo saltar del 0.8% al 3% de crecimiento económico? La economía que crece con todo y caos político es Perú. Un análisis hizo caer las acciones de IBM, Uber y ocho empresas más y Paramount vuelve a mejorar su oferta por Warner. 

Citrini Research report on global intelligence crisis sends IT stocks tumbling, IBM suffers worst day in 25 years after Anthropic's claim on modernising a legacy language, trustees discuss another term for N Chandrasekaran as Tata Sons chairman, government plans to go slow on withdrawing more quality control orders and can changing the base year nudge GDP growth higher? Tune in for all this and more on the latest Moneycontrol Editor's Picks.

In this episode of IPS Finance, we analyze the IT sector crash and discuss whether this is the right time for investors to buy. The episode also examines how the RoDTEB cut could impact the textile sector, along with the possible effects of Trump-era tariffs on global trade. Key insights related to the IT sector and companies like IBM are discussed to help investors understand risks, opportunities, and market direction.

Most entrepreneurs think the hardest part of building a company is the product.For Jim McKelvey — co-founder of Square — the hardest part was the system around the product.Because Square wasn't just competing with other startups …It was competing with regulations, middlemen, entrenched networks, and monopolies designed to keep outsiders out.In this episode, Jim shares the mindset and tactics that helped Square go from a tiny card reader that processed credit card payments … to a company—now known as Block— that generates over $10 billion in gross profit.What You'll Learn:Why the market is often “locked” on purposeHow a simple hack can solve a seemingly complex problemHow candor can sway investors more than confidenceHow Square survived by building something Amazon couldn't copyTimestamps:00:12:26 – Engineering and art: Balancing an IBM job with glassblowing00:15:46 – The family trauma that rewired Jim00:36:26 – Losing a $2,000 sale — the moment Square was born00:43:06 – Breaking into the credit card club: “We were violating 17 rules”00:48:31 – The headphone jack hack that sidestepped Apple's control00:58:03 – The “140 reasons we might fail” pitch that won over investors01:06:26 – The taxi ride that convinced Jim he had product-market fit01:09:28 – Amazon attacks, and why copying doesn't always work01:13:18 – The founder's job after success: choosing hard problems***Hey—want to be a guest on HIBT?If you're building a business, why not get advice from some of the greatest entrepreneurs on Earth?Every Thursday on the HIBT Advice Line, a previous HIBT guest helps new entrepreneurs work through the challenges they're facing right now. Advice that's smart, actionable, and absolutely free.Just call 1-800-433-1298, leave a message, and you may soon get guidance from someone who started where you did, and went on to build something massive.So—give us a call. We can't wait to hear what you're working on.***This episode was produced by Alex Cheng with music composed by Ramtin Arablouei. It was edited by Neva Grant with research help from Katherine Sypher. Our engineers were Patrick Murray and Robert Rodriguez.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Derek Champagne talks with Lou Shipley, author of Unlikely Entrepreneurs.Lou brings more than three decades of experience in enterprise software as an executive, entrepreneur, and sales leader. Previously, Shipley was President and CEO of Black Duck Software, where he repositioned the leader in open source license and compliance software into an open source security company which led it to a successful acquisition by Synopsys. Prior to Black Duck, Shipley served as President and CEO of Turbonomic (acquired by IBM), and Reflectent Software (acquired by Citrix Systems). Shipley serves on the boards of Wasabi, Fairmarkit and CustomerGauge. He serves on the advisory boards of Exodigo, Teamworks, RapidSOS, SpoilerAlert, Tomorrow..io and Logz.io.Shipley holds a degree in Economics from Trinity College-Hartford (where he also a Trustee), and an MBA from Harvard Business School. He is currently a senior lecturer at Harvard Business School where he teaches four separate classes in Entrepreneurial Sales and go to market strategy.  In Unlikely Entrepreneurs: Wins, Losses and Crucial Advice in Building Great Companies, the authors―who hail from Harvard Business School and MIT Sloan School of Management―combine expert insights, elements of the case study method, and an engaging story-telling style to take a deep dive into the key challenges that founders face. They set the stage for each profile-―including those of entrepreneurs helming billion dollar companies to mom-and-pop businesses―whose colorful, unlikely stories showcase entrepreneurial best practices that readers can adopt to succeed. Order Unlikely EntrepreneursBusiness Leadership Series Intro and Outro music provided by Just Off Turner: https://music.apple.com/za/album/the-long-walk-back/268386576

Lorraine Marchand, startup CEO, advisor to Johnson & Johnson, member of the Pharmaceutical Advisory Board at Columbia Business School, and faculty at Wharton, discusses how leaders can sustain growth through disciplined experimentation in an era shaped by AI and institutional risk aversion.  Marchand's perspective is grounded in a career that spans large corporations and entrepreneurial ventures. Early in life, she learned to treat problem solving as an experiment rather than a test of personal worth. That principle later informed her approach to innovation in complex organizations. Several practical themes emerge from the discussion: 1. Reframe failure as structured learning. Marchand's operating principle is "try, fail, learn." The key is to set explicit learning objectives before undertaking a new initiative. When leaders define what they intend to learn, not just what they intend to achieve, they reduce fear and increase resilience. This mindset is particularly critical in startups and new ventures, where there is no playbook and early missteps are inevitable. 2. Innovation requires protected investment. Drawing on research and executive interviews, Marchand highlights the value of disciplined portfolio allocation. A 70/20/10 model—70% core business, 20% adjacent opportunities, 10% new, exploratory ideas—creates room for experimentation without destabilizing the enterprise. The evidence she cites suggests that long-term growth frequently emerges from ideas that initially seemed peripheral. 3. Culture often suppresses experimentation. Organizations frequently default to "playing it safe." Marchand argues that leaders must explicitly create space for candor and reflection. Her practice of "Fail Free Friday", a structured forum to discuss what is not working without defensiveness, illustrates how small rituals can normalize learning and surface risk before it compounds. 4. AI should assist thinking, not replace it. Marchand observes both curiosity and fatigue around AI. Students and executives alike risk over-reliance, which can erode depth of analysis. Her discipline is simple: think independently first, then use AI as a research assistant to refine or challenge one's reasoning. Senior leaders remain relevant not by competing with automation, but by asking the right questions, an ability rooted in experience and judgment. 5. Integration of technology requires business judgment. Technology cannot be bolted onto processes indiscriminately. Leaders must understand workflows deeply enough to decide where automation adds value, where human ingenuity remains essential, and where both are required. This integration demands clarity about the business, not just familiarity with the tool. 6. The "who" and the "how" matter more than the "what." Late-career reflection led Marchand to conclude that outcomes achieved at the expense of people erode long-term value. Values alignment, integrity, and disciplined focus, often expressed through the willingness to say no, are strategic decisions, not personal preferences. For senior professionals, the message is direct: sustained growth depends less on bold rhetoric and more on creating disciplined environments where experimentation is safe, technology is used thoughtfully, and people are encouraged to think independently. The capacity to ask better questions, protect time for reflection, and allocate resources to uncertain but promising ideas remains a defining leadership advantage. Lorraine H. Marchand, an acclaimed author and innovator, is author of the new book NO FEAR, NO FAILURE and a leading consultant and educator on innovation with deep expertise in new product development. She has cofounded multiple start-ups, held senior roles at global companies including Bristol-Myers Squibb, Covance/LabCorp, and IBM, and advises top organizations while teaching at the Wharton School and Yeshiva University. Get Lorraine's book, No Fear, No Failure, here: https://tinyurl.com/eksdu9ks Claim your free gift: Free gift #1 McKinsey & BCG winning resume www.FIRMSconsulting.com/resumePDF Free gift #2 Breakthrough Decisions Guide with 25 AI Prompts www.FIRMSconsulting.com/decisions Free gift #3 Five Reasons Why People Ignore Somebody www.FIRMSconsulting.com/owntheroom Free gift #4 Access episode 1 from Build a Consulting Firm, Level 1 www.FIRMSconsulting.com/build Free gift #5 The Overall Approach used in well-managed strategy studies www.FIRMSconsulting.com/OverallApproach Free gift #6 Get a copy of Nine Leaders in Action, a book we co-authored with some of our clients: www.FIRMSconsulting.com/gift

ASCII's Guest Host Tim Mack welcomes Moser's own John Murphy for this week's episode, Part 3 in a 3-part series on Healthcare Data.John is one of Moser Consulting's foremost experts in healthcare data modeling, interoperability, and governance. With decades of experience spanning healthcare, insurance, and financial services, he brings a rare business‑first perspective to complex data challenges. John played a pivotal role in developing IBM's Unified Data Model for Healthcare (UDMH) and has led large‑scale healthcare data integration initiatives for organizations ranging from small providers to national systems with thousands of hospitals and hundreds of thousands of employees. John's expertise spans FHIR and HL7 standards, data governance, privacy and consent, legacy system modernization, and large‑scale data transformation. What sets him apart is his ability to translate highly technical standards into real, measurable outcomes—helping organizations improve compliance, integration speed, data quality, and decision‑making. If you work with healthcare data, this is knowledge you want to have.To see the slides in John's presentation, you can watch the video version of the podcast at: https://www.youtube.com/watch?v=eugoVFaPUvUOr, Moser's newest blog about Healthcare Data includes a copy of the slides John is referencing in this episode:https://www.moserit.com/blog/healthcare-data-interoperability-done-rightYou can directly access the slide files here:https://static1.squarespace.com/static/61730a7d9c7a0c57e52d6f0b/t/698b4c2acf0872423cec600c/1770736682991/2026_FHIR+Data+Interoperability.pdf

Derek Champagne talks with Lou Shipley, author of Unlikely Entrepreneurs.Lou brings more than three decades of experience in enterprise software as an executive, entrepreneur, and sales leader. Previously, Shipley was President and CEO of Black Duck Software, where he repositioned the leader in open source license and compliance software into an open source security company which led it to a successful acquisition by Synopsys. Prior to Black Duck, Shipley served as President and CEO of Turbonomic (acquired by IBM), and Reflectent Software (acquired by Citrix Systems). Shipley serves on the boards of Wasabi, Fairmarkit and CustomerGauge. He serves on the advisory boards of Exodigo, Teamworks, RapidSOS, SpoilerAlert, Tomorrow..io and Logz.io.Shipley holds a degree in Economics from Trinity College-Hartford (where he also a Trustee), and an MBA from Harvard Business School. He is currently a senior lecturer at Harvard Business School where he teaches four separate classes in Entrepreneurial Sales and go to market strategy.  In Unlikely Entrepreneurs: Wins, Losses and Crucial Advice in Building Great Companies, the authors―who hail from Harvard Business School and MIT Sloan School of Management―combine expert insights, elements of the case study method, and an engaging story-telling style to take a deep dive into the key challenges that founders face. They set the stage for each profile-―including those of entrepreneurs helming billion dollar companies to mom-and-pop businesses―whose colorful, unlikely stories showcase entrepreneurial best practices that readers can adopt to succeed. Order Unlikely Entrepreneurs Business Leadership Series Intro and Outro music provided by Just Off Turner: https://music.apple.com/za/album/the-long-walk-back/268386576

Why is iterating hardware so difficult and what would we do if it came time to start a business.In Episode #515 of 'Meanderings', Juan & I discuss: Clayton Christensen's 'The Innovator's Dilemma' book, why incumbents like IBM and Blockbuster struggled with disruptive shifts, how spin-outs can help large firms explore new markets, whether today's tech giants (NVIDIA, Amazon, Alphabet) are genuinely pivoting faster than past eras, the trap of single‑thesis bets (e.g., x402 via Coinbase/Circle), the difference between wealth and money via Paul Graham's classic essay, my slow‑ship shift toward building something around livestreaming/value-for-value/OpenClaw-style agents, Juan's practical plan to buy and streamline existing local service businesses and the enduring challenge of measuring value in a world awash with AI-generated content. No boostagrams but we do appreciate the streaming!Stan Link: https://stan.store/meremortalsTimeline:(00:00:00) Intro(00:00:36) The Innovator's Dilemma book(00:05:20) From hardware to software: DiSASSter(00:10:58) CapEx arms race: Nvidia up, Apple lagging(00:15:04) Incumbents can't buy their way out every time(00:19:13) Is AI truly disruptive? Capital, energy, and hype checks(00:24:50) Business cycles repeat: pivots, exits, and getting left behind(00:29:34) Investing today: concentration, tech dominance, and copper(00:34:05) Investing is prediction: outcomes vs decisions(00:38:02) Finding exposure: beware tiny bets inside behemoths(00:41:01) Boostagram Lounge and supporter shout-outs(00:42:04) Micropayments, value, and streaming money(00:45:19) Why Lightning may not fit continuous payments(00:49:53) Two paths: analogue community vs full-tilt AI grind(00:53:41) A niche edge: 'human-made' as a selling point(01:03:31) A creator's plan: livestreaming with OpenClaw automation(01:08:02) Work futures: lifestyle businesses and human uniqueness(01:14:58) Zero-to-one vs sustainment: knowing your role(01:20:04) Juan's near-term play: buy, streamline, and bundle SMBs(01:23:40) Wrap-up and sign-off Connect with Mere Mortals:Website: https://www.meremortalspodcasts.com/Discord: https://discord.gg/jjfq9eGReUTwitter/X: https://twitter.com/meremortalspodsInstagram: https://www.instagram.com/meremortalspodcasts/TikTok: https://www.tiktok.com/@meremortalspodcastsValue 4 Value Support:Boostagram: https://www.meremortalspodcasts.com/supportPaypal: https://www.paypal.com/paypalme/meremortalspodcast

Industrial Talk is onsite at SMRP 2025 and talking to Candi Robison and Daniel Rimmasch with IFS/Ultimo about "A flexible EAM cloud platform for today's industry". Scott Mackenzie from Industrial Talk Podcast interviews Candi Robinson and Daniel Rimmasch from IFS Ultimo at the SMRP event in Fort Worth, Texas. Candi, with 25 years in EAM, discusses IFS Ultimo's cloud-based EAM solution, which integrates CMMS and EAM functionalities, addressing labor shortages, workforce retirement, and sustainability. Daniel highlights Ultimo's mobile capabilities, AI integration, and its ability to prevent data silos. They emphasize the importance of user-friendly interfaces, effective data capture, and training to ensure efficient maintenance and asset management. Ultimo's deployment can be as quick as three months, catering to various industries. Outline Introduction and Overview of Industrial Talk Podcast Scott Mackenzie introduces himself and the Industrial Talk podcast, emphasizing its focus on industrial insights and innovations.Scott highlights the importance of asset management, maintenance, and reliability, encouraging listeners to attend the SMRP event in Fort Worth, Texas.Scott introduces the guests, Candi Robinson and Daniel Rimmasch from IFS Ultimo, and expresses excitement about discussing their company's solutions. Background of Candi Robinson and Daniel Rimmasch Candi Robison shares her 25-year experience in EAM, starting with MRO software and later working at IBM before joining IFS Ultimo.Candi discusses the acquisition of Ultimo by IFS and the significant growth the company has experienced.Daniel Rimmasch introduces himself as a business development representative with a decade of experience in the industry, emphasizing his passion for helping people and staying updated with industry trends. Understanding IFS Ultimo's Solution Candi explains that IFS Ultimo is an Enterprise Asset Management (EAM) solution that bridges the gap between CMMS and EAM.She discusses the changing market landscape, with EAM leaders like Maximo and SAP evolving to asset lifecycle management.Candi highlights the importance of addressing labor shortages, workforce retirement, and sustainability through EAM solutions. The Role of Nano and Kevin Price Candi mentions Nano as a partner that provides devices for energy-centered maintenance, connecting to IFS Ultimo for actionable visibility.Scott and Candi discuss the role of Kevin Price, who is the head of EAM at IFS, and how Ultimo fits into the IFS cloud offering.Candi clarifies that Ultimo is a separate company from IFS, focusing on maintenance-centered conversations. Differentiation of IFS Ultimo Daniel explains that Ultimo's approach includes health and safety operations, making it a one-stop shop for asset management.He emphasizes the importance of preventing data silos and providing a singular view for all departments.Daniel highlights that Ultimo is a cloud-based software, offering continuous support and additional features as clients progress in their journey. Deployment and Implementation of Ultimo Daniel explains that Ultimo's typical deployment can be as short as three months, depending on the client's needs.Candi adds that Ultimo is multilingual, multi-currency, and multi-time zone, and can be deployed globally without a system integrator.Scott and Candi discuss the importance of training and change management, starting with understanding the customer's process. Future Trends and AI Integration...