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Did the SpaceX IPO live up to the hype? We're breaking down why Elon Musk's space venture might be a trap for retail investors, plus deep dives into The Trade Desk's struggles, QuantumScape's data center pivot, and the AI threat to Intuit. 00:41 Show Intro And Agenda 04:20 Market Vibes Check In 05:35 Dividend Portfolio Surprise 10:09 Chat Soccer Detour 12:37 Extra Time Debate 18:34 SpaceX IPO Reactions 20:52 Valuation And Competition Risks 26:53 One Year Price Bet Setup 27:32 SpaceX Valuation Debate 28:04 Livestream Banter Fixes 30:04 Portfolio Contest Update 33:40 Lessons From Bad Picks 39:55 Trade Desk Reality Check 47:50 Intuit Versus Adobe 51:15 Oracle AI Risk Talk 54:33 QuantumScape Milestones 58:17 SpaceX IPO Trap Wrap Companies mentioned: ADBE, GLW, GOOG, INTU, KNSL, LEN, MELI, META, MSFT, NOW, NVDA, ORCL, PYPL, QS, RKLB, TSLA, TSM, TTD Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of skucast, Kara Parkinson, commonsku's SVP of Marketing and a veteran of Apple, Intuit, Nestlé, and PepsiCo, shares the creative brief she's drafting for merch buyers, the difference between category thinking and context thinking, and what makes a distributor pitch land with a CMO.
Intuit just cut 17% of its workforce, roughly 3,000 employees, and Alicia is joined by Dan DeLong and Matthew "Spot" Fulton to unpack what actually happened and why it isn't the AI story everyone assumed. Drawing on Dan's 18 years inside the company, they break down the real drivers behind the cuts, the unusually generous severance packages, the closing of the Reno and Woodland Hills offices, and the three big bets shaping Intuit's future. They also dig into the uncertain fate of MailChimp and what the mid-market pivot signals for ProAdvisors and the QuickBooks community.Sponsors:Aqqrue - http://uqb.promo/aqqrueC&R Consulting - http://uqb.promo/cnr(00:00) - Intuit Layoffs Overview (01:57) - Why Layoffs Happen (03:01) - Dan Layoff Story (04:58) - Restructure Not AI (06:23) - Details and Office Closures (09:42) - India and Global Impact (11:50) - Culture and Job Mobility (14:15) - Severance and Support (20:47) - Layoffs and Career Growth (24:42) - Letter Management Layers (29:03) - Customer Support Outsourcing (32:10) - Strategic Hubs and Remote Work (36:09) - TurboTax Credit Karma Merge (37:04) - Restructuring Around Customers (38:09) - Three Big Bets Explained (38:46) - AI Native Done For You (39:49) - Center Of Money Push (41:56) - Mid Market Expansion (43:22) - MailChimp Cuts And Risks (47:10) - Divestiture Rumors And AI (52:36) - SMB Churn And Competition (54:42) - Closing Thoughts And Thanks (55:41) - What's New With Hosts (56:16) - Scaling New Heights Plans (58:25) - Alicia Events And Training (01:01:35) - Awards And Final Wrap LINKSIntuit Account login episode: uqb.show/81 Dan's School of Bookkeeping course about Bulk Editing Data in QuickBooks: https://www.schoolofbookkeeping.com/a/2148284044/FzeLMxRpSchoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.com/ Alicia's book on Amazon: http://royl.ws/conversion-bookJuly 21 through October 8: HANDS-ON QUICKBOOKS COMPLETE TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
On this episode of the Woodard Report podcast, Heather and Joe talk about major developments shaping the accounting profession, including Intuit's dramatic stock decline, workforce layoffs tied to AI adoption, and the launch of ChatGPT Finance. They also explore how artificial intelligence is rapidly transforming professional services, emphasizing the need for accountants to embrace change by leaning into human-centered skills like judgment, relationships, and advisory work. Along the way, they share productivity strategies, discuss the dangers of "not us" thinking around AI disruption, and spotlight a successful bookkeeping professional building a high-value, relationship-driven practice. Current events — Intuit's Stock Plunge and other troubles Ted Callahan, former head of accountant channel at Intuit, is now deputy CTO at Sage TV/Movie quote of the week — The Incredibles Project Hail Mary Excellent Thing We Learned — The rule of three Not-Us Thinking Member spotlight — Michael McClellan of Aurora Bookkeeping & Consulting The Woodard Report article of the week — Lock It Down, Write It Down (Intuit Security for Firms) Thank you to our show sponsor, Digits! Digits is the world's first agentic general ledger. It is accounting software that works for you. Built from the ground up for the AI era, Digits automates bookkeeping in month end, shifting your team from data entry to review and advisory. Visit Digits.com to get started today. Learn more about the show and our sponsors at Woodard.com/podcast
In this episode, Donna and Tom sit down with Jennifer Becka, Global Sourcing Leader at Intuit and a supply chain innovator with over 15 years of global sourcing experience across manufacturing, healthcare, and technology. Jennifer shares insights from her diverse career journey, from managing the world's largest powered industrial fleet at Amazon to leading procurement transformation at GE, Cleveland Clinic, and Diebold, and now driving AI-powered sourcing at Intuit. Jennifer explores the critical distinction between resilient and anti-fragile supply chains, explaining how organizations can build systems that don't just withstand stress but actually improve because of it. She discusses the evolution of value creation from physical goods to digital services, strategies for earning executive buy-in through stakeholder collaboration, and her groundbreaking end-of-life fleet initiative at Amazon that optimized total cost of ownership. Takeaways: The difference between resilient and anti-fragile supply chains How value definition evolves across physical goods, healthcare services, and digital platforms Strategies for stakeholder engagement and earning executive buy-in Lifecycle management and total cost of ownership optimization Jennifer's career philosophy: building systems strong enough to improve under stress Stay connected with CSCR on LinkedIn (Center for Supply Chain Research) and Instagram (@pennstatesupplychain), and be sure to follow us on Spotify, Apple Podcasts, or wherever you are tuning into Unpacked: Insights hosted by the Penn State Smeal Center for Supply Chain Research™. Thank you for joining us! Visit our website: https://www.smeal.psu.edu/cscr Guest Bio: Jennifer F. Becka leads Accelerating Functions and Services Sourcing at Intuit. With over 15 years of global sourcing leadership, Jennifer has built and transformed procurement functions across manufacturing, healthcare, and technology—including leadership roles at GE, Diebold, Cleveland Clinic, and Amazon, where she directed global categories spanning the world's largest powered industrial fleet and critical digital security and marketing services. Known for building high-performing teams and driving enterprise transformation, Jennifer brings a rare combination of operational rigor, strategic vision, and technical fluency—including a Lean Six Sigma Black Belt, and certifications with ASCM and AI for Business Strategy. Jennifer is a member of the Penn State Smeal Executive DBA Cohort of 2029, where her research explores the governance of agentic AI in cognitive supply chains. She is based in San Diego, California.
See what the team at The Successful Bookkeeper has on right now → AI is moving fast, and the bookkeeping profession is squarely in its path — but not in the way most people fear. In this episode, Michael Palmer sits down with AI strategist and educator Benjamin Tasker to talk about what the shift actually looks like on the ground, which skills will separate bookkeepers who thrive from those who stall, and how to start building your own AI system without a data science degree. Chapters [00:00] Welcome and Ben's Background [03:15] From Data Science to AI Education [08:00] AI's Real Impact on Bookkeeping [12:00] Human Judgment as the Key Check [15:30] Skills That Separate Thriving Bookkeepers [21:00] Data, Systems, and AI Strategy [25:00] Opportunities to Move Up the Value Chain [29:00] First Steps for Integrating AI [32:00] Client Expectations and Transparency [35:00] Fear, Mindset, and Where to Find Ben AI Will Elevate Bookkeeping, Not Replace It Ben is direct about the headline fear: bookkeepers are not going away. "AI will help elevate what a bookkeeper does," he says. The repetitive work — transaction coding, receipt capture, anomaly detection, drafting reports — gets absorbed by AI, which frees up the bookkeeper to move from data entry to data judgment. Think less time in the books and more time coaching clients on their financial pain points. AICPA and Intuit both point in the same direction: the future of the role looks a lot more like analytics and advisory than data input. The Two Skill Lanes Every Bookkeeper Should Know Ben references the World Economic Forum's skills taxonomy, which divides skills into two tracks. AI skills — analytical thinking, systems thinking, coding — pay a premium today, but AI will eventually encroach on those. Human skills — communication, empathy, leadership — are undervalued right now but will command a premium as AI can only mimic, never genuinely replace, them. "AI can put on a facade of empathy and compassion, but it really can't have it because it's robotic." For bookkeepers, the practical focus areas are AI supervision (checking outputs rigorously), advisory thinking, digital and data fluency, and transparent client communication. The Human in the Loop Is Not Optional Ben's background in healthcare data — building algorithms to predict sepsis risk from bedside monitors — gives him a sharp view on why human validation matters. A small data error that goes unchecked can cascade into a much larger problem. "A mistake, especially for a small business owner, could cost tens of thousands of dollars." Bookkeepers already understand this: the work is either right or it isn't. That precision mindset is exactly what responsible AI use demands, and it is a genuine competitive advantage for practitioners who carry it into their AI workflows. Data Is the Oil — Build a System, Not Just a Stack of Tools One of Ben's clearest points: buying an AI tool is not an AI strategy. The framework he outlines is straightforward — start with your data (client records, call transcripts, templates, Google Sheets), run it through a system you build and control, apply AI to it, then validate and iterate. "Just because you buy an AI tool doesn't mean you have an AI strategy or even an AI business." He encourages bookkeepers to build their own processing systems rather than relying entirely on third-party integrations that can change without warning. Start small — something as simple as having AI draft follow-up emails from call transcripts is a low-risk, high-value first step. Practical First Steps and Client Communication For bookkeepers ready to start, Ben's advice is to pick a low-stakes problem, solve it, and let that build confidence. Use AI to profile prospective clients from call transcripts, automate follow-up reminders, or create a client-facing dashboard from existing data. On the client side, transparency is non-negotiable: communicate that you are using AI, explain how it benefits them, and teach them how to give better inputs so they get better outputs. "By providing inputs and encouraging your customers to use AI to show them the benefits of it, they're going to become less resistant over time." That kind of teaching deepens the client relationship well beyond what traditional bookkeeping alone can offer. Links Mentioned Ben Tasker AI: bentaskerai.com Ben Tasker on LinkedIn World Economic Forum Skills Taxonomy (AI skills and human skills tracks) The Successful Bookkeeper Pure Bookkeeping About the Guest Benjamin Tasker is an AI strategist, educator, and speaker with over 10 years of experience in data science and artificial intelligence. His background spans healthcare predictive analytics, higher education, and enterprise AI strategy. Today he helps entrepreneurs and large organizations build the skills and systems they need to navigate the AI revolution. You can find his prompting frameworks, podcast appearances, and upcoming events at bentaskerai.com. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.
Aktien fürs Leben – Der Vermögenspodcast von Capital mit Horst von Buttlar und Christian Röhl
Weitere Infos zu unseren Werbepartnern finden Sie hier: https://linktr.ee/aktienfuers_leben Um diese Aktien geht es in dieser Woche: Wochenrückblick: Investoren ziehen etwas die Köpfe ein. Nach SpaceX kündigt sich schon der nächste Mega-IPO an: das KI-Startup Anthropic strebt auch eine Billionen-Bewertung an; Das Ganze sehen: Die Aktie des US-Software-Anbieter Intuit – Spezialist für Buchhaltung und Steuer-Programme – steht seit etlichen Monaten massiv unter Druck. Geht das immer so weiter oder übertreiben es die Investoren gerade? Wahre Größe: Der halbstaatliche Telekommunikationsanbieter Singapore Telecommunications, kurz SingTel, ist eine Dividendenaktie, die ebenfalls stark gelitten hat Klein, aber oho: Der Gasmotorenhersteller Innio, früher GE Jenbach, hat sich in New York an die Börse gewagt und ein starkes Debut hingelegt Um diese Aktien geht es: SpaceX (A42D4F), Intuit (886053); SingTel (A0KFC2); Innio (A42DTV) Hinweis: Im Studio von Timo Pache in Berlin gab es in dieser Woche ein kleines technisches Problem, wir bitten die eingeschränkte Tonqualität zu entschuldigen. +++ Keine Anlageberatung oder -empfehlung. Alle Angaben ohne Gewähr, diese stellen keinen Ersatz für eine professionelle und individuelle Beratung dar. Wertentwicklungen der Vergangenheit sind kein Indikator für zukünftige Wertentwicklung. +++ Vermögen aufbauen und Wirtschaft verstehen mit Capital+: https://angebot.capital.de/#digitale-angebote +++ Dieser Podcast wird vermarktet von Julep Media: sales@julep.de Wir verarbeiten im Zusammenhang mit dem Angebot unserer Podcasts Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, melden Sie sich hier: datenschutz@julep.de
Ryan Pearcy and Indi Tatla cover a big week in accounting tech, from Starling's contested MTD launch to Intuit cutting 3,000 jobs and Xero's push to own the workflow layer. Starling Bank launched Accounting Essentials in March, a free bookkeeping and MTD submission tool for sole traders and landlords built on its acquisition of Ember. Indi walks through Lucy Cohen's analysis, which found 18% of entries in a fully reconciled ledger had no corresponding bank entry for the same period. That raises serious questions about what happens when AI-categorised bank data is the primary input for MTD submissions. Ryan notes that Starling had built a strong accountant partner channel and the "job done" framing has damaged those relationships. Neither host disputes the product's convenience. Both dispute that convenience is the same thing as accuracy. Xero has announced XeroForce, a no-code agent builder that lets practices describe repeatable processes in plain English and run them as automated workflows across clients and connected apps. The ambition is to shift Xero from the ledger layer to the workflow layer, with audit trails and sign-off controls across an entire client base. Indi is sceptical about how it performs against messy real-world data and edge-case tax rules. Ryan raises whether XeroCon might be where Xero fills in the technical detail. Intuit has cut around 3,000 roles, 17% of its global workforce, across QuickBooks, TurboTax, Credit Karma and Mailchimp, announcing the cuts on the same day it raised its full-year revenue guidance. Indi frames it as AI shifting from feature roadmap to operating model, and notes that Intuit has a history of testing "you don't need an accountant" messaging in other markets before the UK. Also covered: Starling adds Tap to Pay via Adyen; Bokio exits the UK on 30 June with six weeks notice to users; Sage Copilot now included in Sage Business Cloud Accounting at no extra charge; Ignition launches beta integrations with Vinyl and FYI; a correction on Xero Workpapers access when clients disconnect; and Xero practitioner awards are not running in the UK this year. 00:00 Welcome to the Digi-Tools in Accrual World podcast 03:55 Starling says 'job done' on Making Tax Digital. Accountants have thoughts. 11:17 Starling adds Tap to Pay via Adyen, extending its accounting suite to contactless payments 13:10 XeroForce: Xero launches a no-code AI agent builder for financial workflows 19:18 Bokio exits the UK on 30 June, giving users six weeks to save their data 22:12 Intuit cuts 3,000 jobs and signs deals with Anthropic and OpenAI 25:42 Sage Copilot now available to all Sage Business Cloud Accounting users at no additional charge 27:40 Ignition launches Vinyl and FYI integrations 31:00 Xero Workpapers Correction 32:40 Xero practitioner awards skip the UK in 2026, with the programme running in other regions 36:33 Rate, Subscribe and Nominate for the Digital Disruptor Awards
In honor of Pride Month, the OneHaas Alumni Podcast is pleased to welcome Lucas Chagas Vital to the show. Lucas is a graduate of the full-time MBA program and a principal in corporate strategy and development for Intuit. For Lucas, growing up gay in Sao Paolo, Brazil wasn't always easy. He knew he was gay from a young age, but between attending conservative catholic schools and starting his career in the conservative banking world of Brazil from over a decade ago, he worried he wouldn't be accepted if he came out at work. So he set out to find a more welcoming and accepting culture for LGBTQ people, and found one at Berkeley Haas. On this episode, Lucas joins host Sean Li to talk about his childhood in Sao Paolo, his fulfilling experience with Q@Haas as co-president, and how he's continued that advocacy work since then through inclusion programs at Intuit and other workplaces. *OneHaas Alumni Podcast is a production of Haas School of Business and is produced by University FM.*Episode Quotes:On his decision to leave Brazil for the U.S. ”So I was not out in the work place. I grew up attending a Catholic school and a Catholic university. And even though I was out earlier than many back then, because I came out in junior high school, I was gay-bashed with my two lesbians friends, so there were a lot of stories of coming out and being back in the closet and getting discriminated against and working through that. And when I learned more about the difference of the reality here, at least 10 years ago, that was one of the things that motivated me a lot, right?”On the work that still needs to be done for LGBTQ rights ”Our rights should never be taken for granted, right? Because the LGBTQ+ rights and any other minority rights, they can be lost at any time… Definitely as a cisgender gay man, I acknowledge the better privilege that we have when we compare with the transgender population, right? They are in the front. They are the ones who have so much more attacks and hate and we're hearing more and more right now. So how can we be an ally for that?”On celebrating Pride“ Thinking about the Pride month ahead of us, I feel that Pride Month, it's not only for fun and parties. I think Pride Month, it's how we got here, right? …I remember when I got here in the US and I was so excited with all the Pride initiatives, and I used to hear a lot of complaints of people saying, "Oh, but there is so much corporate all around."And I said, "Yeah, but the first Prides, most of the early Prides actually that I went to in Brazil, we didn't have any corporate support, and we did not have that much visibility. We didn't have that much support, and we had to hide a lot" So there are positive things that we can think about how far we got here”On his time with Q@Haas“ I spent most of my time at Haas, apart from recruiting, at Q@Haas. So we had a very active group of people…So we organized many events…one event was called Not Your Gay Best Friend, to help break all the stereotypes of just being “the gay best friend”, which for me was very interesting as well because it was also a very American culture thing to learn.And then of course, the Coming Out Week, which was a big event. The Coming Out Monologues was actually my first time telling my coming out story to a big audience, and in English.”Show Links:LinkedIn ProfileQ@Haas
Alicia and Dan DeLong recap Intuit's May In the Know webinar, led by the big reveal that the ProAdvisor program will sunset in early 2027 and return as Intuit ProPartner Accountants. They break down the three Intuit Accountant Suite tiers (the free Core, the paid Accelerate, and the per-client Books Close add-on), walking through custom fields, KPI dashboards, and a new ProConnect Tax workflow, with a heads-up on the deadlines before free access ends. There's also expanded ProAdvisor support hours, the Workforce payroll rebrand, and a reminder that recertification season closes June 30.Sponsors:Aqqrue - http://uqb.promo/aqqrueC&R Consulting - http://uqb.promo/cnrLINKSIntuit's In the Know Slide Deck including “Resources for Making the Switch”: https://drive.google.com/file/d/1SY6pwULfGXBnExxuHTvSLxRpd3r-LmA9/view?usp=sharingRightTool: RightTool.app, use code ROYALWISE for 20% offBooks Close episode: uqb.show/130Dan's School of Bookkeeping course about Bulk Editing Data in QuickBooks: https://www.schoolofbookkeeping.com/a/2148284044/FzeLMxRp Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.com/ Alicia's new Converting from QBDT to QBO book on Amazon: http://royl.ws/conversion-bookJuly 21 through October 8: HANDS-ON QUICKBOOKS COMPLETE TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über Infineons historischen Rekord, die Disruptionsangst bei den Börsenbetreibern und warum die Börsenrallye in 2 Wochen abrupt enden könnte. Außerdem geht es um Nvidia, Hewlett Packard Enterprise, Broadcom, Applied Materials, Lumentum, Coherent, Qualcomm, ON Semiconductor, Lattice Semiconductor, Alphabet, Amazon, Microsoft, CoreWeave, Nebius, Salesforce, ServiceNow, Intuit, Workday, The Trade Desk, Palo Alto Networks, GitLab, Ulta Beauty, Infineon, Suss Microtec, Siemens, SAP, Bayer, Deutsche Börse, Cboe Global Markets, CME Group, Nasdaq, CrowdStrike, C3.ai, Five Below, Macy's, Medtronic, Rent the Runway, Inditex, Micron Technology, SK Hynix, AT&S, Ibiden, Unimicron, ING, Spotify, Amundi FTSE All World GDP-Weighted (WKN: ETF345). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Rising costs. Less time. More pressure to move faster and smarter. I'm joined by Daymond John of Shark Tank to break down how entrepreneurs are actually using AI in a practical way—cutting down on manual work, gaining real-time insight, and simplifying how they operate. Because right now, growth isn't about doing more—it's about doing it smarter. We also talk about why time is your most valuable asset, how real-time data is changing decision-making, and how platforms like Intuit Enterprise Suite are helping business owners stay ahead. Follow Daymond John:@sharktankabc@thesharkgroup @fubu
Goldman Sachs issued a downgrade for Intuit (INTU) after shares experienced a sharp sell-off following earnings. Charles Schwab's Kevin Horner talks about how the recent downtrend offers an argument that the stock hit a new bottom. He compares Intuit's short-term trading action with long-term trends.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
What's the hidden tax your organization pays every time a creative asset moves from a design tool to a marketing platform, and how can you shorten the time to gain important insights about how your campaigns perform?Agility requires more than just speed. It demands that we eliminate the friction between our systems and processes so teams can move from concept to customer with minimal translation errors and maximum impact. It also means that we need to find the best ways to understand campaign performance without requiring everyone in marketing to be a data scientist.We're going to discuss:- the persistent gap between creative design and marketing execution- the value that AI-based capabilities can add to the understanding of analytics and performanceTo help me discuss this topic, I'd like to welcome Ose Amiegheme, Head of Email Product at Intuit Mailchimp. About Ose Amiegheme Ose Amiegheme is a product leader building the future of creation and growth tools.Today, he leads product for Intuit Mailchimp's Email and omnichannel campaigns creation experiences, shaping how small businesses create content, launch campaigns, and grow across channels.Previously, he led advertising products at TikTok supporting multi-billion-dollar revenue businesses and helped launch products spanning GenAI creative tooling, campaign optimization, and advertiser control systems.Before TikTok, Ose spent four years at Adobe helping build Adobe Express, where he worked across editor experiences, AI-assisted creation, and products used by millions of creators globally. His career has followed a consistent theme of building products that empower creators and marketers to tell their story in a way that feels genuine but also standout.Outside of work, Ose is a huge soccer fan and he is excited for the upcoming soccer World Cup. Ose Amiegheme on LinkedIn: https://www.linkedin.com/in/ose-amiegheme/ / https://www.linkedin.com/in/jeremyejones/ ---------- Resources ---------- Intuit Mailchimp: https://mailchimp.com/ The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://aglbrnd.co/r/d15ec37a537c0d74 We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! https://aglbrnd.co/r/7fe458ced0f04658Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit! Learn more: https://advertalize.com/r/491818c79fb1873fDon't miss We Make Future - the International Festival of Innovation in AI, Tech, and Digital Marketing, June 24-26 in Bologna. Learn more: https://aglbrnd.co/r/c80991afff416bb2The most influential minds in software, AI, and engineering leadership will be at WeAreDevelopers World Congress North America, September 23-25 in San Jose. Learn more: https://aglbrnd.co/r/60a7299222a7bcf1 Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716ba Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.
Is AI about to break the billable hour? Blake and David unpack what they heard at a major AI tax summit, where new tools promise to prepare complex returns in minutes instead of hours. They also debate Intuit's stock slide, Trump's extraordinary IRS settlement, and what shrinking oversight at the PCAOB could mean. You'll hear where AI is already changing accounting—and where humans still matter most.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casThe Value Builder System - http://accountingpodcast.promo/valueOnPay - http://accountingpodcast.promo/onpayMaxima. AI - http://accountingpodcast.promo/maximaChapters(00:00) - TAP 489 (02:24) - Blackor AI Tax Summit (03:14) - AI Agents Disrupt Tax (07:16) - Billable Hour Pressure (09:00) - Advisory Future Forecast (10:14) - Intuit Stock Shock (12:29) - TurboTax vs Tax Pros (17:31) - Intuit Layoffs Strategy (20:04) - Trump IRS Settlement (24:59) - PCAOB SEC Shakeup (27:33) - OnPay Payroll Pitch (28:42) - IRS Mystery Payments (30:48) - Busy Season Burnout (33:35) - California SaaS Tax Plan (34:54) - Big Four AI Hallucinations (36:48) - Are Consultants Replaceable (40:03) - AI Job Loss Chart (43:50) - Maxima Close Automation (45:12) - Musk Tax Return Training (46:03) - SpaceX IPO Breakdown (50:11) - CPE and Listener Q&A (52:51) - Wrap Up and Shoutouts Show NotesIntuit Lays Off 3,000 Employees Amid AI Pushhttps://officechai.com/ai/intuit-lays-off-3000-employees-amid-ai-push/U.S. Government Agrees to Drop Tax Claims Against Trump in Broadening of IRS Settlementhttps://www.npr.org/2026/05/19/g-s1-122938/irs-trump-settlement-tax-returns-auditDOJ Settlement 'Forever' Bars IRS Trump Audits, Sparks Backlashhttps://tax.thomsonreuters.com/news/doj-settlement-forever-bars-irs-trump-audits-sparks-backlash/U.S. Audit Watchdog Should Rescind Its Independence Rules, SEC Official Sayshttps://www.securitiesdocket.com/2026/05/08/u-s-audit-watchdog-should-rescind-its-independence-rules-sec-official-says-wsj/The SEC's New SOX Group – Potential Impacts for Audit Firms, Their Professionals, and Future PCAOB Enforcementhttps://www.kslaw.com/news-and-insights/the-secs-new-sox-group-potential-impacts-for-audit-firms-their-professionals-and-future-pcaob-enforcementIRS to Develop System to Track Missing Payments, TIGTA Sayshttps://www.thetaxadviser.com/news/2026/may/irs-to-develop-system-to-track-missing-payments-tigta-says/78% of Tax Pros Say Tax Season Negatively Impacts Personal and Professional Lifehttps://www.cpapracticeadvisor.com/2026/05/26/78-of-tax-pros-say-that-tax-season-negatively-impacts-personal-professional-life/183912/California Proposes Tax on All Digital Software Saleshttps://www.techtimes.com/articles/316734/20260516/californias-725-saas-tax-would-hit-every-business-running-microsoft-salesforce-workday.htmEY Gets Busted and Yeets Cybersecurity Report Littered With AI Hallucinationshttps://www.goingconcern.com/ey-gets-busted-and-yeets-cybersecurity-report-littered-with-ai-hallucinations/Investigation: Hallucinations in Ernst & Young Report on Loyalty Fraudhttps://gptzero.me/investigations/eyIs AI Putting Graduates Out of Work Already?https://www.economist.com/finance-and-economics/2025/03/27/is-ai-putting-graduates-out-of-work-alreadyMusk's xAI Fails to Pay Staff $420 for Giving Tax Returns to Grokhttps://www.bloomberg.com/news/articles/2026-05-18/musk-s-xai-promised-staff-420-for-their-tax-returns-hasn-t-paidSpaceX Files for IPOhttps://spacenews.com/spacex-files-for-ipo/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser:
Joe Woodard has trained over 150,000 accounting professionals and spent his career studying what separates firms that grow from firms that stay stuck. His answer? It almost always starts with pricing.In this conversation, Joe walks through the Woodard Ideal Practice Model, which focuses on seven key areas of operational excellence: brand, services, clients, technology, process, engagements, and team. But the most actionable insight he shares is simpler than a seven-part framework. He says the very first lever any firm should pull is pricing, and he lays out a specific strategy for doing it. Double the price on your bottom 20% of clients. If half of them stay, you have the same revenue. If all of them leave, you get the capacity back. Either way, you win.Joe also shares a measured perspective on AI adoption, noting that mass adoption in accounting is still 12 to 18 months away and that the best thing practitioners can do right now is learn directly from the developers of the platforms they already use.This episode is for firm owners curious about how to create capacity without hiring, practitioners ready to revisit their pricing strategy before the next busy season, leaders wondering where to start with advisory services, and anyone interested in a practical framework for building a more valuable practice.Timestamps00:14 - Introducing Joe Woodard: founder of Woodard, host of Scaling New Heights 02:03 - How Joe's practice led to Scaling New Heights and a coaching and consulting division 04:01 - The shift from compliance to advisory: what is holding CPA firms back 06:01 - Skill set and mindset working together: cash flow projections, dashboards, and KPIs 07:16 - The downward spiral: too busy to invest in new skills, team pressure, and turnover 09:18 - Applying the Pareto Principle to your CPA firm client base 10:42 - How to move methodically through the full client base after creating capacity 12:19 - How pricing improvements affect CPA firm valuation: revenue per FTE and clients per million 13:33 - Why the mindset block comes back around when targeting larger advisory clients 16:34 - How to reinvent your service structure instead of just improving the existing one 19:05 - Why most accounting firms are under-contracted and what to do about it 20:13 - AI adoption in accounting: where the profession is now and how fast it is moving 22:30 - Xero, QuickBooks, and Intuit: how AI integrations are already changing daily workflows 24:08 - Joe's story: his daughter, a butterfly named Alicia, and a mockingbird 27:01 - Book recommendation: "A World Without Work" by Daniel Susskind 29:03 - Where to find Joe Woodard online: woodard.comDownload Now: https://poegroupadvisors.com/accounting-practice-academy/increase-letter/Price increases are nothing to fear. The real challenge is effectively informing clients of these changes. Our templates will help you demonstrate your value and help clients understand the increases necessary to keep your firm afloat.*Download now and receive:*- (1) Major Fee Increase Letter Template- (1) 20% Fee Increase Letter Template
Is AI really the next Google—or are investors repeating the last tech bubble? Blake and David dig into OpenAI's legal win, the accounting mechanics behind soaring AI valuations, and why cloud credits and paper gains may be inflating the market. They also explore what could make AI tools actually sticky for businesses, from workflow automation to personal finance and small-business use cases, and what all of this means for accountants.SponsorsDigits - http://accountingpodcast.promo/digitsR.E. Cost Seg - http://accountingpodcast.promo/recostsegOnPay - http://accountingpodcast.promo/onpay Maxima.AI - http://accountingpodcast.promo/maximaChapters(00:00) - TAP 488 (00:22) - Cash Flow Forecast Debate (00:29) - Road Show Updates (00:56) - Conference Rebrand News (01:31) - Nasdaq AI Summit Preview (04:29) - Livestream Check In (05:14) - Musk vs OpenAI Ruling (07:25) - AI Bubble Warning Signs (10:47) - Roundtrip Accounting Explained (15:38) - Paper Profits Hit Big Tech (18:28) - Do AI Giants Have Moats (27:15) - ChatGPT Personal Finance Push (30:54) - Agentic App Platforms (31:44) - Query Volume As Moat (33:00) - Claude Small Business Suite (35:20) - Cash Flow Forecast Debate (37:02) - AI Tax Workbook Example (41:03) - Personal Finance Is A Hobby (44:14) - Synthetic And Bench Lessons (47:16) - Why GLs Still Matter (50:43) - Klarna Rehires Humans (52:45) - Token Prices Will Rise (54:07) - Wrap Up And Next Time Show NotesJury Dismisses Elon Musk's Lawsuit Against OpenAI Over Statute of Limitationshttps://www.technologyreview.com/2026/05/18/1137488/elon-musk-suit-openai-verdict/OpenAI Closes $122 Billion Funding Round, Largest in Silicon Valley Historyhttps://siliconangle.com/2026/03/31/openai-just-closed-record-breaking-122b-funding-round-brings-value-852b/Alphabet and Amazon Stakes in Anthropic Boost Profits by Billionshttps://www.bloomberg.com/news/articles/2025-10-31/alphabet-amazon-stakes-in-anthropic-boost-profit-by-billionsHalf of Google's and Amazon's 'Blowout AI Profits' Came From a Stake in Anthropichttps://fortune.com/2026/04/30/google-amazon-ai-profits-anthropic-stake-bubble-earnings-2026/What Microsoft's 10-Q Says About OpenAIhttps://om.co/2026/05/01/what-microsofts-10-q-says-about-openai/OpenAI Launches ChatGPT for Personal Finance, Will Let You Connect Bank Accountshttps://techcrunch.com/2026/05/15/openai-launches-chatgpt-for-personal-finance-will-let-you-connect-bank-accounts/Introducing Claude for Small Businesshttps://www.anthropic.com/news/claude-for-small-businessSasha Orloff (Puzzle) LinkedIn Post: Klarna, AI Agent Costs, and Accounting Quality Riskhttps://www.linkedin.com/in/sashaorloffKlarna Reverses Course on AI Customer Support, Resumes Human Hiringhttps://www.customerexperiencedive.com/news/klarna-reinvests-human-talent-customer-service-AI-chatbot/747586/Khosla Ventures Is Betting $10M on Ian Crosby, Whose Last Startup Bench Implodedhttps://techcrunch.com/2026/05/14/khosla-ventures-is-betting-10m-on-ian-crosby-whose-last-startup-bench-imploded/How Intuit Plans to Ride Out the 'SaaS-pocalypse' (CFO Brew Interview with CTO Alex Balazs)https://www.cfobrew.com/stories/2026/04/14/intuit-cto-alex-balazs-saas-pocalypseNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifieds REFRAME 2026 - http://accountingpodcast.promo/reframe2026Flowglad - https://cal.com/team/flowglad/flowgladWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the liste...
ESG StuffBP removes chairman Albert Manifold over governance issues 9The board said the decision was unanimous. In a statement, Amanda Blanc, BP's senior independent director, described the board as having been caught off guard by what it found: "The board has been surprised and disappointed to learn of governance oversight and conduct issues it deems unacceptable and has taken decisive action."The company did not elaborate on the specific nature of the concerns.Ian Tyler has been named interim chair, BP said, with the board set to begin a formal process to identify a permanent successor: "The Board and leadership team have deep conviction in the strategic direction we have laid out, and the company is moving at pace to deliver it."Manifold took up the chairmanship just last October. At last month's annual general meeting, just 81.8% of shareholders backed his electionAmong the most consequential decisions of Manifold's short tenure: pushing out former CEO Murray Auchincloss and overseeing the selection of Meg O'Neill to succeed him — a hire that marked the first time BP had recruited an external CEO and the first time a woman had led one of the oil industry's largest players.Tulsi Gabbard Exit Marks Fourth Woman to Leave Trump Cabinet 0Apology TourBank boss sorry after describing workers as 'lower value human capital' 7Standard Chartered CEO Bill Winters triggered a massive PR firestorm by describing the bank's plan to replace back-office staff with automation as replacing "lower-value human capital" with financial investmentStandard Chartered is cutting roughly 7,800 jobs—representing about 15% of its global back-office corporate support roles—over the next four years to make room for AIAfter internal anger and blistering public criticism, Winters posted a formal apology for his "choice of words." However, he initially fueled the fire by attaching the full interview transcript to justify his broader context, drawing further criticism for being defensiveIn his first attempt to quiet the storm, Winters leaned heavily into the corporate strategy rather than apologizing for the specific phrasing: "I said that lower-value roles are more vulnerable to automation, and that we have a responsibility to help colleagues move into higher-value roles. That is what a responsible employer should do. We will continue to speak honestly about the impact of technological change, and we will continue to act responsibly in helping our people to adapt and succeed."After a barrage of negative comments on his first post, Winters returned to LinkedIn later that day to offer an explicit apology for his phrasing: "I have received a lot of support for the messages in my previous post but still get questions about my choice of words, which I know has caused upset to some colleagues. For that I am sorry.""I think the transcript makes it clear that I value our colleagues – all of them – most highly and that we are totally committed to helping them to cope with the accelerating pace of change in our industry."JPMorgan's Jamie Dimon says bank chief's viral AI comment was 'inartful' Dimon downplayed the viral backlash against Standard Chartered CEO Bill Winters—who drew fire for saying his bank would replace "lower-value human capital" with technology—calling it an "inartful" slip-of-the-tongue from a friend.Neopbabies and Dropout babiesJames Murdoch to acquire New York Magazine and Vox Media Podcast Network -1Bolt CEO says he let go of his entire HR team for creating problems that didn't exist: ‘Those problems disappeared when I let them go' 6Bolt CEO Ryan Breslow justified firing his entire Human Resources department by claiming they actively manufactured internal frictionThe aggressive purge follows a brutal 97% collapse in Bolt's valuation—crashing from an $11 billion peak in 2022 down to $300 millionTraditional HR has been entirely swapped for a skeletal "people operations" team, shifting the focus away from employee complaints and internal processes toward basic compliance training and empowering managers to make split-second decisionsAlongside gutting HR, Breslow rolled back employee-friendly benefits like four-day workweeks and unlimited PTO, claiming a culture of complacency had taken over and that 99% of his legacy workforce was simply unwilling to work hardRyan dropped out of Stanford in 2014 to launch BoltThe Middle School Boy Man Babies Rule the WorldMan Drives Cybertruck Into Lake to Test Elon Musk's “Boat” Claims, and It Went About as Well as You'd Guess -10"The passengers abandoned the vehicle and the driver was arrested."Tesla CEO Elon Musk:randomly tweeted that the vehicle would function as a rudimentary flotation device.“It will even float for a while.”“[The vehicle would be able to] traverse at least 100m [330 feet] of water as a boat.”“Cybertruck will be waterproof enough to serve briefly as a boat, so it can cross rivers, lakes and even seas that aren't too choppy.”Jeff Bezos urges US government to stop taxing 50% of America — and claims doubling his taxes won't help ‘that teacher in Queens' 400Jeff Bezos backs Mamdani's tax on luxury second homes, but says Ken Griffin isn't the villainJeff Bezos on Zohran Mamdani's big mistake: ‘When you don't know how to solve a problem, create a villain, blame them'Jeff Bezos says there is ‘no truth' to the ‘buy borrow die' tax strategyBillionaires Openly Use It: Oracle co-founder Larry Ellison has historically pledged over $30 billion worth of his Oracle stock as collateral for personal bank loans. Elon Musk has similarly pledged tens of billions of dollars in Tesla shares to secure lines of credit over the yearsHe said he was "skeptical that that's a true loophole," but added, "If it is, and we can fix it, then we should. I don't think such a loophole should exist."Jeff Bezos Praises Trump's Second Term as ‘More Mature' Jeff Bezos Says AI Will 'Elevate' Workers — Despite Amazon's 30,000 Job Cuts Amid $100 Billion AI PushElon Musk compares his company's work to that of Jesus 0In an interview on Monday, the billionaire said his Neuralink brain-implant company is progressing in its development of ‘Jesus-like technologies'Although brain-computer interface (BCI) as a concept has been around since at least the 1970s, the push to commercialize the technology is more recent. According to data from market-intelligence firm Tracxn, more than 130 BCI startups have been launched since 2016.Why Is Mark Zuckerberg Taunting His Employees Before Firing Them? 20Back in April, Meta announced it was laying off 10 percent of its workforce, or around some 7,800 workers. Unlike traditional layoffs, which are enacted relatively quickly, Meta gave its employees a nearly month-long warning period without announcing who exactly would be headed for the unemployment line.In newly leaked audio from an all-hands meeting at Meta, released by More Perfect Union, the Meta CEO seems to actually be taunting the thousands of workers who were about to be let go by pointing to how the company was harvesting employee data to train its in-house AI models ahead of the massive layoffs.“So we're in a phase where basically the AI models learn from heaving real, from watching really smart people do things. And if you're trying to get it to be able to be able to do certain capabilities, having [AI] be able to observe really smart people doing those things is, is very important.”Going on, Zuckerberg explained that it was better to train AI on soon-to-be-former Meta employees, rather than “contract companies.”“In general, the average intelligence of the people who are at this company is significantly higher than the average set of people that you can get to do tasks if you're working through… contractors,” Zuckerberg stammered. “So if we're trying to teach the models coding, for example, then having people internally, um, build tools that, or, or solve tasks that, um, that help teach the model how to code, we think is going to dramatically increase our models coding ability faster than what others in the industry have the capability to do.”Intuit to Cut 17% of Staff, Invest in ‘Big Bets' 3The restructuring cost is estimated at about $300 million to $340 millionAbout 3,100 employees: and invest the savings in “big bets” as it makes artificial intelligence a centerpiece of its business.Woke WarsTexas AG Sues ISS Over ESG Considerations 0Texas AG Ken Paxton (in a senate race) is suing ISS for allegedly “misleading” customers by pushing “radical political agendas” through its proxy adviceNotably, ISS has attempted to obstruct ExxonMobil's planned reincorporation from New Jersey to Texas“ISS has enormous influence over how billions of dollars are invested and managed across this country, and they have abused that influence in order to push woke ideology”Iowa AG Brenna Bird sues ISS, says advice risks retirement savingsIowa Attorney General Brenna Bird is suing the world's largest proxy-advice firm for abusing its influence and threatening Iowans' retirement savings by "lying" to investors.Stakeholders Rule!Wells Fargo must pay $100M to help homebuyers after discrimination lawsuit — 51 cities are eligible 7The settlement, which was recently approved by a federal judge in California, comes after four years of legal disputes involving Wells Fargo shareholders, former employees and job applicants who accused the bank of systemic problems in both lending and hiring practices.While Wells Fargo denied wrongdoing, the company agreed to the deal to avoid prolonged litigation and mounting legal costs.The case centered on allegations that Wells Fargo's board failed to maintain adequate oversight of the bank's mortgage lending operations, exposing the company to regulatory scrutiny and accusations of discriminatory practices.According to reporting from Realtor.com, plaintiffs accused the bank of “widespread and systematic discrimination in lending” and cited concerns over lending algorithms and refinancing approval patterns.The lawsuit stated that Wells Fargo was allegedly the only major lender in 2020 to reject more refinancing applications from Black homeowners than it approved.Airbus, Air France Hit With Manslaughter Charges Over Pilot Training Failures in Deadly 2009 Flight 447 Crash 1A Paris appeals court delivered a dramatic verdict in one of the longest-running and most complex legal sagas in aviation history. The court overturned a 2023 acquittal and found both Airbus and Air France guilty of corporate manslaughter for the tragic 2009 crash of Flight AF447.The ruling marks a massive victory for the victims' families after a 17-year legal battle. A lower court had previously cleared the European planemaker and the French airline in 2023, ruling that while errors were made, a direct causal link to the crash couldn't be proven. The appeals court completely rejected that logic, declaring the companies "solely and entirely responsible" for the disaster.Ride-Share Drivers in Massachusetts Formally Unionize 100The App Drivers Union said it was the first organization in the country to be formally certified to represent drivers for apps such as Uber and Lyft.In a news release, the organization, the App Drivers Union, said it would represent nearly 70,000 workers in Massachusetts who now have the power to collectively bargain.MATTA very special “who do we blame for SpaceX IPO governance” gameFirst, some S-1 highlights:“Starlink internet is what's being used to pay for humanity getting to Mars.” - MuskTranslation: We don't care much about Starlink, it's just paying our AI billsHe's not kidding: $3.2bn revenue for Starlink, net income of $1.2m$0.6bn revenue for rocket ship, net income of -$0.6bn$0.8bn revenue for AI, net income of -$2.5bnThis isn't a space company - it's classic Musk - you buy the vision (“To build the systems and technologies necessary to make life multiplanetary, to understand the true nature of the universe, and to extend the light of consciousness to the stars.”), but what you're really buying is an internet company that spends all its money on AI and does some rockets on the sideLet someone else invent the car (Tesla) and make them sexy with “big visions” for “humanity”Let someone else invent the rockets, build new ones using someone else's moneyLet someone else invent the satellites, put a whole bunch in space (and buy more satellites from someone else)Musk initially took the role of “Chief Engineer”, but every engineering task seems to have been the other employees - he supplied the moneyShoehorned AI into space exploration because…?Grok is designed as a truth-seeking AI model, built on our founder Elon Musk's mission to enable humanity to understand the universe. We believe that accomplishing this mission requires a truth-seeking approach to AI. We define truth seeking as the active, relentless pursuit of what is objectively true about reality, and grounded in evidence, logic, empirical data, and first principles thinking.AI's ability to revolutionize human potential is directly dependent on meeting exponentially increasing resource demands.We now must go to space to get more resources for AI so we can get to spaceNow the governance who do you blame gameMusk will get:85% voting power (dual class, he owns 94% of Class B 10 vote shares and 12% of Class A shares)The ability to nominate and vote exclusively on >50% of the boardA board which currently includes..TWO execs - Gwynne Shotwell (President) and Musk (three titles)Tesla mafia: Ira Ehreinpreis, Tesla board sycophant, director at the Boring Company and xAI, and longtime Musk hanger on, added Feb 2026Antonio Gracias, ex Tesla director who was explicitly called out in the Tornetta decision as corrupted, cross party transactions with Musk, on boards of Neuralink and Boring Company, added Oct 2010TWO VC bros from DFJ - Randy Glein (SpaceX board observer for 16 years, directors since Feb 2026) and Steve Jurvestson (former Tesla director, director since March 2009) who was ousted from the VC firm with his name on it for sexual harassmentPaypal mafia:Luke Nosek, co founder of PayPal, one of the founders of Founders Fund with Thiel and Ken Howery, invested in DeepMind, director since July 2008Donald Harrison - managed Google purchase of DeepMind, relationship with Nosek, director since Feb 2015Director relationship tenures to Musk: Shotwell: 24 yearsEhreinpreis: 21 yearsGracias: 21 yearsJurvetson: 17 yearsGlein: 16 yearsNosek: 26 yearsHarrison: 11 years (+1 if Nosek/Deepmind connection counts)Texas jurisdiction exclusively (judge shopped) - 3% to sue them, mandatory arbitration, anti-takeover statutes, special meetings ONLY CALLED BY MUSK (no one less than 50% of stock can call a meeting or vote)No written consent - no prior noticeAdvance notice bylaws for the zero shareholder proposals allowedFull omission of board liability - including a provision that automatically allows whatever the conflicts of interest they want with directorsWHO (WHEN) DO YOU BLAME?The US GovernmentDepartment of Energy - in 2010, the DoE gave Tesla a $465m loan, which basically paid for the Model S and helped it buy a factory 6 months before it went public - Musk has said Tesla would not have survived without the loanNevada - in 2014, Nevada gave Musk $1.3bn to build a factory, the most everNASA - spent more than $15bn over years on SpaceX and programs with themThe IRS/Congress - the EV tax credit for $7,500 single handedly pushed Tesla from losing money in 2020 to making money (they effectively got $1.6bn from the US government in 2020), and showing its first profit, which sparked the memefest during COVID and made Musk the richest man on earth - Musk then went on and called for an end to the tax credit since his “competitors” needed it more than Tesla. Tesla made ~$11bn from tax credits aloneThe DoD - started paying SpaceX in 2003 for concept work - and even when the rockets didn't work, the DoD and NASA awarded the company massive contracts anywayJeff Bezos said in 2016 that, “Elon's real superpower is getting government money.”FOMOSpaceX LOSES MONEY - it does not make moneyIf it were a satellite internet company - and NOT THE FIRST - the first was HughesNet in 1996, and Viasat offered it in 2012 - it would make money ($1.2m in income!)Instead, investors are valuing SpaceX as THE LARGEST IPO IN THE HISTORY OF EVER despite the fact that they are burning money on AI, and arguably the worst AIIncluding spending the most on R&D, marketing, and acquisition of Cursor to make up for the fact that Grok suckedIn exchange for FOMO, investors have ENTIRELY GIVEN UP THEIR RIGHTSIt is 100% a private companyTornettaIf Tornetta hadn't sued for Musk's pay, would SpaceX be structured this way?The banks underwriting the dealWho AGREED TO BUY GROK as a term of getting the underwriting, because everyone bends the knee to moneyThe boardI guess
In this Dialogue episode of The Synopsis, we discuss S&P 500 valuations and concentration, and provide short thoughts on Constellation Software, Intuit, Sea Limited, and Mercado Libre. YouTube Video Links: S&P 500 Concentration Five Minute Money Newsletter Free Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — S&P 500 Concentration a Risk? (20:40) — Adobe Report Tease (23:18) — Intuit Earnings Review (36:12) — CSU Earnings and AGM (44:34) — Why AI is a Beneficiary for Axon (49:17) — Mercado Libre Earnings Takeaways and Risks (56:38) — Sea Limited Earnings Takeaways and Risks -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here: https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers
How much business are you losing simply because you're not staying in consistent contact with your audience? Most companies don't have a sales problem—they have a follow-up problem. And follow-up isn't about chasing people…it's about staying top of mind with value, relevance, and consistency. That's why my interview with Smita Wadhawan, CMO of Constant Contact, on the THINK Business – What Are You Good At? series hit on a hard truth—consistency is the new marketing advantage. Here are 5 takeaways that stood out: ✅ Mindshare → Market Share People can't buy from you if they forget you exist. Marketing isn't optional—it's oxygen. ✅ Consistency builds trust Trust isn't built in a moment—it's built in the follow-up moments people rarely do. ✅ Simple wins Customers don't want clever. They want clear. They want fast. They want relevant. ✅ Start now—then scale Stop overthinking platforms, funnels, or brand perfection. Start small. Ship. Learn. Improve. ✅ AI is here to help, not replace Use AI to automate repetitive work—so you can stay human where it matters most. Smita Wadhawan Verma Global Chief Marketing Officer | Top 50 CMO | PayPal | Intuit | GoDaddy | Visa | SaaS | HealthTech | FinTech Award-winning Chief Marketing Officer with experience at GoDaddy, PayPal, Intuit, VISA, and SimplePractice — across SMB/consumer, SaaS, HealthTech, and FinTech. Global teams and global leadership at EcoVadis. Scaled and led businesses from a mid-size company to a $32B established brand, with budgets up to $175M. Expertise in growth marketing, product marketing, B2B and B2C marketing, lifecycle marketing, PR and comms. Smita has built and led teams of 150+ people in highly matrixed, cross-functional organizations across the US, Europe, Africa, Japan and India. She has partnered with top agencies like Koto, Instrument, Razorfish, TBWA, Highwire PR — and managed award-winning internal creative teams. Under Smita's leadership, her teams have won Digiday Awards and several Webby Award nominations. Smita is well known as a culture champion and recognized as a highly influential and inclusive C-Suite leader who can inspire teams to deliver outstanding results. Recognized as a 2024 Top 50 CMO in the US. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience Website: https://jondwoskin.comLinkedIn: https://www.linkedin.com/in/jondwoskin Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Jeff Gunsberg:Website: https://title-connect.com Connect with Smita Wadhawan:LinkedIn: https://www.linkedin.com/in/smitawadhawan/ *E - explicit language may be used in this podcast.
This week we break down five real estate investment trustswe like for dividend growth investors — from the Las Vegas strip to German retail parks. VICI Properties (VICI), Big Yellow Group (BYG.L), Healthpeak Properties (DOC), Defama (DEF.DE), and Agree Realty (ADC) each offer a different flavour of income and growth. We also talk about NVIDIA's (NVDA) staggering $870 million annual dividend payout to Jensen Huang, Evolution Gaming's (EVO.ST) $2 billion buyback, and Chubb's (CB) 33rd consecutive dividend hike. Plus, May dividends are rolling in and it feels good. Listener questions cover anticyclical investing, German industrial job losses and what it means for your portfolio, falling in love with stocks, portfolio complexity, Intuit's (INTU) AI risk, asset managers like KKR and Blackstone, and the hidden cost of inflation erosion on slow dividend growers.Episode 300 is just weeks away — sign up for the live showvia https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=header More at dividendtalk.eu Follow us @dividendtalk and @europeandgiDisclaimer: We are not financial advisors. All opinions expressed are for entertainment and educational purposes only. Always do your own research before making investment decisions.
Patrick Moorhead and Daniel Newman return from Dell Technologies World to unpack Google I/O's Gemini-as-operating-system moment, the Blackstone-Google TPU joint venture nobody saw coming, NVIDIA's $81.6 billion quarter with a $91 billion guide, and debate whether or not the "SaaSpocalypse" is finally over. The handpicked topics for this week are: Google I/O 2026: Gemini Becomes the Operating System. Google I/O repositioned Gemini from a product to the operating layer for everything Google does, and the numbers backed it up. 900 million monthly active users, 3.2 quadrillion tokens per month, a 7x jump year over year. Pat's headline: this is about widening distribution, not just model quality. Gemini 3.5 Flash, Antigravity 2.0, Gemini Spark, and Android XR glasses all extend Gemini into surfaces that no competitor can replicate. Daniel's read: the token-cost reckoning is coming, and when enterprise subsidies end, models that can deliver value at a lower cost per token will become the ground zero of the next era. (The Decode) Dell Technologies World 2026: AI Factory Goes Agentic, 1,000 New AI Server Clients. Pat and Dan were both on the ground in Las Vegas and called it the most consequential Dell event in years. Michael Dell and Jensen Huang co-keynoted to launch the next-generation Dell AI Factory with liquid-cooled PowerEdge XE9780 servers, Dell Deskside Agentic AI, and a multi-model ecosystem including Google Distributed Cloud with Gemini 3.0, on-prem OpenAI Codex, and Grok. 1,000 new AI server clients in a single quarter is the cleanest leading indicator of enterprise demand heading into Dell's Q1 print. Pat's biggest takeaway: OpenShell as a control plane for agents spanning from the GB10 all the way to the PowerEdge rack has been the missing orchestration piece. Daniel's read: large enterprises are going to build hybrid AI architectures and want to deliver tokens at the lowest possible on-prem cost, and Dell is ready. (The Decode) Blackstone and Google Launch a $5B TPU Joint Venture. Pat called it the biggest story of the week and the one that went most under the radar. For the first time, a hyperscaler has released its proprietary AI silicon to a third-party distribution entity. The $5 billion deal, up to $25 billion with leverage, targets 500 megawatts of capacity online by 2027. Daniel's framing: Google decided its custom silicon is worth more as a commercially distributed asset than as a captive moat. Pat's note: the proprietary nature of TPU infrastructure means retrofitting existing data centers will require real work, but the sovereign angle gives the JV a natural first market. (The Decode) AMD Helios, $10B Taiwan Investment, and the MI450 Anchor Customer Rumor. AMD dropped a $10 billion Taiwan ecosystem investment alongside confirmation that Helios rack-scale is on track for multi-gigawatt customer deployments beginning 2H 2026. A Citi rumor surfaced Anthropic as the anchor MI450 customer, to be formally announced at AMD's Advancing AI Day in July. Pat's read: Lisa Su has made a commitment and she almost never falls through. The analysts who said AMD would not ship anything in the second half of 2026 are going to be very wrong. (The Decode) OpenAI Guaranteed Capacity: Sam Altman's Moment. OpenAI launched multi-year compute commitment contracts the same week that Anthropic was struggling with capacity outages. Pat called it brilliant and said it makes Sam Altman look like a genius. It's the inference-era analog of cloud reserved instances: guaranteed availability at a locked price for one, two, or three years. Daniel added context: Anthropic's annualized ARR growth is nearly double OpenAI's and is about to lap them, so the model war is far from over. But for enterprises that need reliability, OpenAI just made the most compelling enterprise trust argument of the week. (The Decode) Sovereign AI Crosses $30 Billion at NVIDIA, 14% of Revenue. NVIDIA disclosed sovereign AI as a segment-level line for the first time, at $30 billion in FY26, 3x the prior year. Pat has been tracking sovereign for years and calls this the clearest possible signal that it has moved from marketing term to structural revenue category. Daniel's point: outside of the four or five hyperscalers doing all the major buying, sovereign is where the incremental demand is coming from and it is very real. (The Decode) The Flip: Is the SaaSpocalypse Over? Daniel took the affirmative and came in loaded. Every earnings report across CrowdStrike, Cloudflare, ServiceNow, Intuit, Salesforce, Atlassian, Notion, and monday.com shows companies growing with the AI tailwind. His core argument: there was a reason SaaS emerged 20 to 30 years ago. Companies do not want to be in the software business. Vibe-coded flat-file apps with no security, no governance, no data lineage look great in a kitchen demo and fall apart at enterprise scale. The SaaSpocalypse is over and he is tired of talking about it. Pat's counter: BofA slapped Salesforce with an Underperform at $160, 8% below where it trades. Snowflake is down 35% year-to-date. A senior Dell executive told him Dell will not buy another SaaS system and is tripling internal software creation. The growth question is real even if the terminal value is not zero. Both agree the tape will tell the real story. (The Flip) NVIDIA Q1 FY27 Results. Record $81.6 billion revenue, up 85% year over year. Data center at $75.2 billion, up 92%. Non-GAAP EPS of $1.87, up 140%. Q2 guide of $91 billion crushed the $86.8 billion consensus by $4 billion at the midpoint. $80 billion buyback authorized, dividend raised 25x. The stock went down after hours for the fifth consecutive time following a massive beat and raise. Pat's read: NVIDIA may be worth $8 to $9 trillion on paper at a sector-average multiple and 75% gross margins held. Daniel's framing: this is the best company in the world, possibly tied with Google, and it is becoming the Apple of this era. He sees a long safe journey of continued growth vs. speculative dollars chasing quantum and space names that can double in a week. (Bulls and Bears) Intuit: Earnings Beat, Revenue Miss. A 17% workforce cut, raised guidance, and $8 billion buyback were authorized. Pat's emerging thesis: these companies are cutting people to afford tokens. Intuit comes at a moment when OpenAI's ChatGPT finance plugin via Stripe is building an intelligence layer that could sit on top of Intuit's products without displacing them directly, at least not yet. (Bulls and Bears) Lenovo: Record $21.6 billion quarterly revenue, up 27% year over year. The company's fastest growth in five years. AI-related revenue is up 84% year over year to 38% of total company revenue. ISG returned to full-year operating profit with a $21 billion AI server pipeline. Pat and Dan both read Lenovo's results as NVIDIA tea leaves, a leading indicator of enterprise AI server demand that directly validates what Dell said on stage about 1,000 new AI server clients. (Bulls and Bears) Analog Devices: Record $3.62 billion revenue, up 37% year over year. EPS up 67%. Q3 guide of $3.9 billion crushed consensus by $270 million. Data center up 90%, industrial up 56%, comms up 79%. The $1.5 billion Empower Semiconductor acquisition adds integrated voltage regulator technology that can reduce AI data center power consumption by 10 to 15% while shrinking the power footprint by up to 4x. Daniel's closing point: you can't build AI servers without players like Analog Devices and Lattice Semiconductor. These essential node companies aren't boring, they're foundational. (Bulls and Bears) Check out all of our Dell Technologies World coverage linked in the show notes including our sit-downs with Michael Dell, Jeff Clark, and key customers. Be part of our community. Hit that subscribe button and see you at Computex. The Decode Google I/O 2026 — Gemini Becomes the Operating System: 900M MAU, 3.2 Quadrillion Tokens/Month, Gemini Omni, Antigravity 2.0, Gemini Spark, and Android XR Glasses https://blog.google/innovation-and-ai/sundar-pichai-io-2026/ Dell Technologies World 2026 — AI Factory Goes Agentic: Michael Dell + Jensen Huang Unveil PowerEdge XE9780, Dell Deskside Agentic AI, and a Multi-Model Ecosystem; Dell Adds 1,000 AI-Server Clients in the Quarter https://www.dell.com/en-us/blog/dell-technologies-world-a-bright-and-beautiful-road-ahead/ Blackstone + Google Launch $5B (Up to $25B w/ Leverage) JV to Sell Google TPUs Outside Google Cloud — First Time a Hyperscaler Has Released Its Custom Silicon to a Third-Party Distribution Channel; 500 MW Online by 2027, Benjamin Treynor Sloss as CEO https://www.blackstone.com/news/press/blackstone-announces-joint-venture-with-google-to-create-new-tpu-cloud/ AMD Announces $10B+ Taiwan Ecosystem Investment — Helios Rack-Scale Platform With MI450X GPUs and Venice EPYC on TSMC 2nm Targeting Multi-Gigawatt Deployments 2H 2026; the Clearest Second-Source Signal Yet https://ir.amd.com/news-events/press-releases/detail/1286/amd-announces-more-than-10-billion-in-taiwan-ecosystem-investments-to-accelerate-ai-infrastructure OpenAI Launches Guaranteed Capacity — Multi-Year Compute Commitments Turn Inference Capacity Into a New Enterprise Asset Class https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html The Sovereign AI Government Investment Wave — NVIDIA Discloses ~$30B Sovereign-AI Revenue (14% of Mix); UAE, Saudi, Japan, Australia, France All in Motion This Week https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html The Flip: Is the SaaSpocalypse Officially Over — or Is BofA's Split Call (ServiceNow Buy, Salesforce Underperform) the Real Signal That Platform AI Monetization Is Going to Be Bifurcated, Not Universal? FOR: BofA Reinstates Coverage of ServiceNow, Salesforce — Barron's (May 18) https://www.barrons.com/articles/servicenow-salesforce-stock-price-ai-7b109396 Embedded workflow + system-of-record stickiness still wins citing ServiceNow Q1 2026 financial results https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx Intuit Q3 revenue up 10%, cuts 17% of staff — SEC 8-K filing (May 20) https://www.stocktitan.net/sec-filings/INTU/8-k-intuit-inc-reports-material-event-b23073259896.html AGAINST: BofA Slaps Salesforce With Underperform Rating, $160 Price Target — 24/7 Wall St (May 18) https://247wallst.com/investing/2026/05/18/bofa-slaps-salesforce-with-underperform-rating-160-price-target-is-the-ai-story-falling-flat/ BofA resets Salesforce price target to Underperform — TheStreet (May 19) https://www.thestreet.com/investing/stocks/bofa-resets-salesforce-stock-price-target-to-underperform-at-160 Snowflake -35% YTD heading into May 27 print is the canary that platform stickiness is being repriced https://eciks.org/4640-22295-snowflake-set-to-report-q1-earnings-may-27-with-ai-strategy-in-focus OpenAI Guaranteed Capacity + Dell on-prem Codex create a credible path to displace seat-based SaaS https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html Bulls & Bears NVIDIA Q1 FY27 ACTUALS https://www.cnbc.com/2026/05/20/nvidia-nvda-earnings-report-q1-2027.html Intuit Q3 FY26 Actuals https://investors.intuit.com/news-events/press-releases/detail/1312/intuit-reports-strong-third-quarter-results-and-raises-full-year-revenue-guidance Lenovo Q4 FY26 ACTUALS https://www.cnbc.com/2026/05/22/lenovo-shares-jump-15percent-on-record-earnings-as-ai-revenue-nearly-doubles.html Analog Devices Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (02:59) Financial Overview of SpaceX (06:12) Revenue Streams and Business Segments (09:16) Elon Musk's Compensation Package (12:03) Starlink's Growth and Profitability (18:15) Concerns and Red Flags in Financials (22:04) Market Valuation and Investor Sentiment (24:58) Related Party Transactions and Governance (27:51) Final Thoughts and Predictions (38:01) Navigating Musk's Business Moves (40:00) Insights from Constellation Software's Shareholder Meeting (44:53) Wix's Earnings and Market Reactions (49:11) Airbnb's Growth and Booking Trends (50:56) Intuit's Market Challenges and Stock Performance (54:51) Nvidia's Impressive Growth and Valuation Dilemma (57:57) New Bank's Performance and Market Position ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Check out Value Spotlight: Stockwriteup.com ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über das Rekordhoch von Arm Holdings, den spannenden KI-Vorstoß von Spotify und den Kurseinbruch bei Intuit. Außerdem geht es um Walmart, Ralph Lauren, IBM, Workday, Merck, Airbus, Air France-KLM, Munich Re, Swiss Re, Ströer, OHB, Rocket Lab, Viavi Solutions, Vodafone, Ericsson, Microsoft, MACOM, Nvidia, AMD, IonQ, JPMorgan Chase, Deutsche Bank, Scalable Capital, Trade Republic, BBVA, Crédit Agricole, Novo Nordisk. Hört unter diesem Link direkt in die neuen Folgen des Politico-Podcasts rein: https://open.spotify.com/show/7LDG3PPA0NnCbNWbQy45up Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Carl Quintanilla, Jim Cramer and David Faber explored market reaction to Nvidia's record Q1 results fueled by the AI boom. Hear what Nvidia CEO Jensen Huang told CNBC about the tech giant benefiting from hyperscalers. The anchors broke down what's in SpaceX's IPO filing: Elon Musk's company setting the stage for a historic public debut. Walmart shares down sharply on weaker-than-expected guidance — the retail behemoth citing the impact of high gasoline prices on customers. Toll Brothers Executive Chairman Doug Yearley joined the program at Post 9 to discuss the state of the housing market one day after the homebuilder's shares rallied on earnings. Also in focus: Intuit tumbles, the "Trump effect" on surging quantum computing stocks. 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.
This episode features a large news slate: Nvidia reports record quarter amid booming AI chip demand, OpenAI could file for its IPO before the week is out, Intuit cuts global workforce by 17% in AI restructuring. Roundtable: how to pull from accounts when retired to minimize taxes https://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel free to do so here! https://anchor.fm/delano-saporu4/support. Thank you for listening.
American retail is undergoing a massive structural shift. Hosts Chuck Zodda and Mike Armstrong welcome Luke Kawa from Sherwood News to break down Walmart's latest earnings, surging online grocery demand, and why high gas prices are altering consumer behavior. Plus, a look at Intuit's massive 17% workforce reduction as corporate America races to pivot to an AI-first ecosystem.Key Takeaways:The Premiumization of Walmart: Guest Luke Kawa joins to unpack how higher-income households switching to online grocery delivery are reshaping the retail giant.Gas Prices vs. Retail Guidance: Why Walmart's stellar first quarter was overshadowed by a cautious financial outlook tied to rising fuel costs.The AI Restructuring Wave: Analyzing Intuit's sudden decision to lay off 17% of its workforce to fund an aggressive pivot into an AI-first platform.TSA & The Travel Economy: What the latest airport checkpoint data reveals about modern consumer discretionary spending.Links & Resources:Read more from Luke: sherwood.newsWatch Live on YouTube: youtube.com/thefinancialexchangeshowFollow us on X: @TFEshowSupport Our Veterans: dav5k.bostonDisclaimer: The Financial Exchange is produced by Money Matters Radio and hosted by employees of the Armstrong Advisory Group. Opinions expressed are solely those of the hosts. This program does not offer specific investment advice.
Plus - AI search startups are blowing up; Intuit to lay off over 3,000 employees to refocus on AI Learn more about your ad choices. Visit podcastchoices.com/adchoices
Carl Quintanilla, Jim Cramer and David Faber discussed what to expect from Nvidia's quarterly results due out after Wednesday's close of trading. The anchors reacted to highlights from Andrew Ross Sorkin's wide-ranging CNBC Exclusive interview with Jeff Bezos at Blue Origin Rocket Park. Retail and the consumer in focus: Target, Lowe's and TJX all posting better-than-expected quarterly results. See how one of the three companies saw its stock take a hit in reaction to earnings call comments. Also in focus: The 30-year yield hovering around 2007 highs, Intuit layoffs, software vs. chips, what Anthropic CEO Dario Amodei told Oprah Winfrey about the AI buildout race, Toll Brothers shares jump on the homebuilders' earnings. 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.
Send us Fan MailThis episode is a replay of my April 2026 live Q&A, and we cover a ton of ground that I know so many of you are dealing with right now.Whether you're just starting out and trying to figure out where to even begin with automation, or you're in the thick of building a team and wondering why delegating feels harder than just doing it yourself, this one's for you. We also get into some juicy topics like QBO Payroll versus Gusto, how to handle S-Corp clients who are flying under the radar on reasonable salary, and what to do when a competitor is trying to tank your reputation online.In this episode you'll hear:The very first thing I recommend automating in your bookkeeping practiceHow to confidently ask a prospective client for access to their booksQBO Payroll versus GustoHow to advise S-Corp clients on taking a reasonable salaryResources mentioned in this episode:Elevate: https://www.ambitiousbookkeeper.com/elevateThe Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bbaEmailing List: ambitiousbookkeeper.com/subscribeDubsado (free audio series): https://www.ambitiousbookkeeper.com/dubsadoDubsado (affiliate link): https://www.dubsado.com/?c=shoupcpaDubsado Decoded: https://kendracourtney.com/dubsado-decoded/Breakthrough by Workflow Queen: https://serenashoup.krtra.com/t/IKUxtNZoz7lFYouTube: "Is It Time to Move My Clients to Xero?"Xero Partner Program (affiliate link): https://xeroamericas.partnerlinks.io/79afz10exu7dGusto (affiliate link): https://gusto.com/partners/i/serena591Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow me on YouTube: https://www.youtube.com/@ambitiousbookkeeperConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Join the next free training > Get access to the Dubsado Decoded Private Podcast Series here>>
AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning
In this episode, we discuss OpenAI's impending IPO, potential implications on the tech market, and the impressive growth of Google AI's user base. We also explore the recent advancements in music generation from Stability AI and the latest in AI-driven job restructuring at major companies like Intuit and Meta.Chapters00:00 OpenAI IPO Update00:11 Google AI Milestones00:35 Stability AI's Audio Innovation00:50 Intuit Workforce Cuts01:34 Meta's AI Job Reallocation17:40 Google's AI Ads Integration Show LinksGet the top 80+ AI Models for $8.99 at AI Box: https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleShow Articleshttps://www.aichatdaily.com/newsletter
May 19, 2026"Into It at the Intuit"• MVP MMA Recap-Ronda Rousey vs Gina Carano-Nate Diaz vs Mike Perry-Francis Ngannou vs Philipe Lins• MMA News-McGregor vs Holloway 2 for IFW-Khamzat Says Change of Weight Class Led to Cardio Issues
In this episode, James talks with Navya Gundeti, Director of Project Development at Engie North America, where she leads the distributed solar and storage development pipeline.Navya is operating in a market where five-year plans don't survive the year they were written. OBBBA, tariff whiplash, data center land competition, and reshuffled interconnection queues forced her team to rebuild its strategy in real time. Her case in this episode: rigorous quantification on what you can measure, honest intuition on what you can't, and a bet that the next real unlock for the industry is utilities and advanced computing finally meeting.Why distributed solar isn't a head-to-head competitor for data center load — but co-ops and munis facing first-time load growth are a real openingCompeting with hyperscalers offering landowners $25K–$100K+ per acre, and why landowner education (not price) is the distributed developer's advantageThe interconnection playbook shift: the right technology partners plus deep utility stakeholder relationships, not "submit and wait"Her hot take: the fusion of AI, quantum computing, and grid intelligence will flip the script.A must-listen for distributed solar and storage developers navigating the OBBBA aftermath, the data center wave, and the next phase of interconnection.Paces helps developers find and evaluate the sites most suitable for renewable development. Interested in a call with James, CEO @ Paces?
Iran's position in talks with the US to end the war hasn't changed much from earlier iterations that failed to yield progress towards a deal, according to WSJ, citing mediators and US officials.US Vice President Vance said he had spoken with President Trump regarding Iran and stated that Tehran had two options: either reach an agreement or resume the war.A US intelligence assessment recently showed that US forces identified at least 10 mines in the Strait of Hormuz, according to CBS, citing US officials.Samsung Electronics' (005930 KS) largest labour union will begin an 18-day strike on 21st May after wage talks broke down, Yonhap reported.APAC stocks declined following the weak handover from the US; European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.6%.Looking ahead, highlights include German PPI (Apr), UK Inflation Report (Apr), EU Inflation Final (Apr), New Zealand Trade Balance (Apr), and FOMC Minutes (Apr). Speakers include US President Trump, Fed's Paulson & Barr, BoE's Bailey, Breeden, Dhingra & Mann. Supply from Germany & US, Earnings from NVIDIA, Target & Intuit.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Iran-Pakistan cooperation has reportedly declined over the past two weeks, with a diplomatic source saying that Iran and Pakistan held conflicting positions on negotiation channels and the venue for talks.The EU has finalised the text of its US trade deal, as the bloc races to meet US President Trump's July 4th deadline.European bourses softer, chip names firmer ahead of NVDA earnings.Lacklustre trade across G10s with the DXY slightly firmer ahead of the FOMC Minutes. Fixed benchmarks find some reprieve as energy prices pull back, Gilts outperform following cooler-than-expected CPI.Crude futures on a softer footing, precious metals hold steady following Tuesday's selloff. Looking ahead, highlights include New Zealand Trade Balance (Apr), FOMC Minutes (Apr). Speakers include Fed's Barr, BoE's Bailey, Breeden, Dhingra & Mann. Supply from the US. Earnings from NVIDIA, Target & Intuit.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
In this episode, we discuss OpenAI's impending IPO, potential implications on the tech market, and the impressive growth of Google AI's user base. We also explore the recent advancements in music generation from Stability AI and the latest in AI-driven job restructuring at major companies like Intuit and Meta.Chapters00:00 OpenAI IPO Update00:11 Google AI Milestones00:35 Stability AI's Audio Innovation00:50 Intuit Workforce Cuts01:34 Meta's AI Job Reallocation17:40 Google's AI Ads Integration Show LinksGet the top 80+ AI Models for $8.99 at AI Box: https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleShow Articleshttps://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode, we discuss OpenAI's impending IPO, potential implications on the tech market, and the impressive growth of Google AI's user base. We also explore the recent advancements in music generation from Stability AI and the latest in AI-driven job restructuring at major companies like Intuit and Meta.Chapters00:00 OpenAI IPO Update00:11 Google AI Milestones00:35 Stability AI's Audio Innovation00:50 Intuit Workforce Cuts01:34 Meta's AI Job Reallocation17:40 Google's AI Ads Integration Show LinksGet the top 80+ AI Models for $8.99 at AI Box: https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleShow Articleshttps://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
ChatGPT: OpenAI, Sam Altman, AI, Joe Rogan, Artificial Intelligence, Practical AI
In this episode, we discuss OpenAI's impending IPO, potential implications on the tech market, and the impressive growth of Google AI's user base. We also explore the recent advancements in music generation from Stability AI and the latest in AI-driven job restructuring at major companies like Intuit and Meta.Chapters00:00 OpenAI IPO Update00:11 Google AI Milestones00:35 Stability AI's Audio Innovation00:50 Intuit Workforce Cuts01:34 Meta's AI Job Reallocation17:40 Google's AI Ads Integration Show LinksGet the top 80+ AI Models for $8.99 at AI Box: https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleShow Articleshttps://www.aichatdaily.com/newsletter
ChatGPT: News on Open AI, MidJourney, NVIDIA, Anthropic, Open Source LLMs, Machine Learning
In this episode, we discuss OpenAI's impending IPO, potential implications on the tech market, and the impressive growth of Google AI's user base. We also explore the recent advancements in music generation from Stability AI and the latest in AI-driven job restructuring at major companies like Intuit and Meta.Chapters00:00 OpenAI IPO Update00:11 Google AI Milestones00:35 Stability AI's Audio Innovation00:50 Intuit Workforce Cuts01:34 Meta's AI Job Reallocation17:40 Google's AI Ads Integration Show LinksGet the top 80+ AI Models for $8.99 at AI Box: https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleShow Articleshttps://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode, we discuss OpenAI's impending IPO, potential implications on the tech market, and the impressive growth of Google AI's user base. We also explore the recent advancements in music generation from Stability AI and the latest in AI-driven job restructuring at major companies like Intuit and Meta.Chapters00:00 OpenAI IPO Update00:11 Google AI Milestones00:35 Stability AI's Audio Innovation00:50 Intuit Workforce Cuts01:34 Meta's AI Job Reallocation17:40 Google's AI Ads Integration Show LinksGet the top 80+ AI Models for $8.99 at AI Box: https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleShow Articleshttps://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode, we discuss OpenAI's impending IPO, potential implications on the tech market, and the impressive growth of Google AI's user base. We also explore the recent advancements in music generation from Stability AI and the latest in AI-driven job restructuring at major companies like Intuit and Meta.Chapters00:00 OpenAI IPO Update00:11 Google AI Milestones00:35 Stability AI's Audio Innovation00:50 Intuit Workforce Cuts01:34 Meta's AI Job Reallocation17:40 Google's AI Ads Integration Show LinksGet the top 80+ AI Models for $8.99 at AI Box: https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleShow Articleshttps://www.aichatdaily.com/newsletter
Star Wars Episode IX is often dismissed as a film made by committee, but with its constant on-set rewrites, loose improvisational style and hyperactive camera movement, it's very much a J.J. Abrams film.All hail the Oracle, my horrible beautiful boy. We have a Patreon - if you like what we do, you can be part of it! There are bonus episodes too - I'm seeing Mando like right after this episode goes up so there'll probably be a bonus on that by the time you read this.Matt Smith if you're reading this you can email me at goingroguetansy@gmail.com Guest Starring:Dan Hartland as Richard MarquandCharles O'Grady as Anthony DanielsChristian Byers as Chris Terrio Josh Boerman as Bob IgerKobi Omenaka as John BoyegaCLIPS Star Wars Episode IX: The Rise of SkywalkerThe Skywalker LegacyDavid Lynch on Bob's Big BurgerBilly Cruddup on ‘The Morning Show', His Stage Return and the Greatest Tom Cruise Story Ever (Deadline Hollywood)Steve Yedlin: Director of Photography for THE LAST JEDI (Talking Bay 94)Matt Smith Volumes II & III (Happy Sad Confused)Matt Smith Plays Coy About Rumoured Star Wars Role (ExtraTV)Guest Host Josh Gad Interviews Daisy Ridley (Jimmy Kimmel)MUSICCantina Band - John WilliamsJabba Flow (Cantina Theme from the Force Awakens) - Lin Manuel Miranda“Raw”, “Divertissement”, “Marty Gots A Plan”, “Bicycle”, “Crypto”, “ Groove Grove”, “Screen Saver”, “Intuit 256”, “On the Ground”, “Hall of the Mountain King”, “Decisions”, “Division”, “Thinking Music”, “Kumasi Groove Flugelhorn”, “Drums of the Deep”, “Minima”, “Anguish”, “Danse Macabre”, “Leaving Home”, “The Chamber”, “Halls of the Undead” Kevin MacLeod (incompetech.com)“Suspended Animation” & “Synapse” by Shane Ivers - https://www.silvermansound.com“Dark Mystery”, “The Great Unknown”, “Night Runner” & “Dark Mystery” by Jason Shaw - Audionautix.com“Frosty Jack's Supernova” by Doctor Turtle"Romeo & Juliet" by PM Music“In Somniloquy" by James Richardson (kingjamesroyaltyfreemusic.blogspot.co.uk)“Jupiter” from Holst's The Planets, as performed by USAF Heritage of America BandLicensed under Creative Commons: By Attribution 4.0 License: http://creativecommons.org/licenses/by/4.0/
What happens when speed and trust collide in fintech? In this episode of Product Talk, hosted by CentralSquare Technologies CPO Denise Hemke, Intuit Director of Product Rosa Gonzalez Welton speaks on how AI is transforming product development inside one of the most high stakes software environments in the world. When you are shipping into payroll, tax, and workforce management, moving fast is only half the equation. Rosa breaks down how Intuit is putting rapid prototyping tools in everyone's hands, raising decision velocity, and still protecting reliability through risk rubrics and controlled rollouts.
Alicia and guest Matthew Fulton break down everything covered on the QuickBooks Online ProAdvisor Level 1 and Level 2 recertification exams, from test-taking strategies to a deep walkthrough of the new features Intuit is testing you on. Along the way they unpack the expanded AI capabilities built into QBO, including the business feed, Finance AI, the Customer Hub, and the new analytics dashboards. If recertification season has been sitting on your to-do list, this episode is the push and the prep you need.Sponsors:Aqqrue - http://uqb.promo/aqqrueMaxima.AI - http://uqb.promo/maxima.ai(00:00) - Welcome to the Unofficial QuickBooks Podcast (01:21) - Recertification Season Basics (02:25) - Level 1 vs Level 2 Value (03:46) - How the Tests Changed (04:57) - Prep Tips and Training (09:01) - Open Book Test Strategy (18:26) - Why Recertify Every Year (20:11) - This Year New Platform (26:40) - Exam Objectives Overview (32:59) - Interface and Shortcuts (35:40) - AI Features Breakdown (39:51) - AI Models Privacy and HI (47:23) - Sales Menu Overhaul (48:23) - Customer Hub Focus (49:09) - Inventory Upgrades (51:18) - Sales Orders Evolve (52:18) - Customer Hub CRM Tools (53:36) - Contracts Scheduling Calls (54:43) - Test Strategy Insights (56:29) - Expenses Vendor Updates (01:00:02) - Bill Pay Limits Approvals (01:02:30) - Bank Feeds Extraction Reconcile (01:04:55) - aaaaaaaa port Insights (01:14:41) - Level Two Projects Reports (01:16:18) - Modern Reports Scheduling (01:17:33) - Calculated Fields KPI Scorecard (01:22:20) - Wrap Up Next Steps LINKSIntuit Recertification FAQ: https://quickbooks.intuit.com/uk/accountants/renewing-online-certification/Worksheet with clickable links: https://drive.google.com/file/d/13SojHki1bOyR2xaPjWFD8Z9VxapX8-5I/viewWhat's New in QBO 2026: https://drive.google.com/file/d/1MDAerIGe3WtRKCt_N37IkZgi4nwtxAJj/viewProAdvisor Glossary: https://drive.google.com/file/d/1SPt24RBgvJSBesv6cnUDn73_ccDdtnDO/viewPast episodes we reference:Customer Hub: www.uqb.show/107Alicia's Upcoming Classes4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/Solopreneur?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
On this episode of the Woodard Report podcast, Joe and Heather speak about the rapid evolution of AI, payments, and pricing models in the accounting technology space. They explore Intuit's move toward real-time FedNow payments, the rise of outcome-based AI pricing, and how firms can adapt by focusing on value, process discipline, and proactive decision-making rather than fear or hesitation. Current events — Intuit becomes FedNow Certified Digits Announces Outcome-Based Pricing TV/Movie quote of the week — Project Hail Mary The Man Without a Face Excellent things we learned — Export your prompt history from ChatGPT and import it into Claude Member spotlight — Essential Bookkeeping Solutions The Woodard Report article of the week — Why Accountants Undercharge Without Realizing It Thank you to our show sponsor, Woodard! The Woodard membership program will help you build your ideal practice with our coaching, education, community and resources. We'll get you there with strategic direction from experienced pros, access to skill building and resources and a community to continually inspire your practice's transformation. Learn more about the show and our sponsors at Woodard.com/podcast
Thank you for joining us for another episode of Building the Premier Accounting Firm. Today, host Roger Knecht and David Waite discuss the evolving accounting profession, focusing on how education must adapt to prepare students for a world with AI and changing job roles. They explore the shift from traditional accounting tasks to advisory services and critical thinking. Episode Navigation: 00:00 Welcome and Introduction 01:02 David's Accounting Journey 06:53 The Limited Scope of Accounting Education 11:35 The Need for Educational Reform 15:37 Introducing Bookkeeping into Academia 20:01 Intuit's Role in Modernizing Accounting Education 26:06 Universal Accounting's Approach to Bookkeeping Training 31:13 Empowering Accountants with Business Acumen 41:57 AI's Impact on Accounting Education 47:39 Teaching Principles vs. Data Entry 51:52 Managing AI and Core Principles 56:48 From Task-Doers to Problem-Solvers 01:02:04 Confidence, Competence, and the Future 01:10:30 Personal Reflections and Insights 01:15:29 Work-Life Balance Philosophies 01:18:30 Prioritization and Delegation 01:23:37 Rapid-Fire and Future Outlook Key Takeaways: Rethink accounting education to move beyond rote tasks and emphasize critical thinking for future professionals. Recognize that the accounting profession offers diverse career paths beyond the traditional CPA and public accounting roles. Integrate technology like QuickBooks and AI into curriculum to prepare students for real-world accounting practices. Teach students to question and analyze AI outputs, ensuring they maintain fundamental understanding and professional judgment. Equip graduates with confidence and competence to navigate an accounting landscape increasingly focused on advisory services and business process understanding. Featured Quotes: "If you find something that you're good at, that you like to do, that you like to study, go into that." - David Waite "We're commoditizing the hindsight work… now we're getting more into the insightful side… and now we're going to be spending a lot more time… in the foresight." - Roger Knecht "We're teaching you how to think in a way that whatever comes your way, you're going to figure it out." - David Waite Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a demo of Maxima here: https://www.maxima.ai/book-a-demo Are you ready for a change, both personally and professionally? Then accept and participate in the Accountrepreneurs Challenge. This is a FREE opportunity to apply best practices and make this the best year yet in your career. Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This conference is one you don't want to miss. Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds." "in the BLACK, Nine Principles to Make Your Business Profitable" "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. "Your Profit & Growth Expert" - Offer CFO & Advisory services with confidence and competence. Take the time to understand what your clients expect from you as their accountant. Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
Thank you for joining us for another episode of Building the Premier Accounting Firm. Today, host Roger Knecht and David Waite discuss the evolving accounting profession, focusing on how education must adapt to prepare students for a world with AI and changing job roles. They explore the shift from traditional accounting tasks to advisory services and critical thinking. Episode Navigation: 00:00 Welcome and Introduction 01:02 David's Accounting Journey 06:53 The Limited Scope of Accounting Education 11:35 The Need for Educational Reform 15:37 Introducing Bookkeeping into Academia 20:01 Intuit's Role in Modernizing Accounting Education 26:06 Universal Accounting's Approach to Bookkeeping Training 31:13 Empowering Accountants with Business Acumen 41:57 AI's Impact on Accounting Education 47:39 Teaching Principles vs. Data Entry 51:52 Managing AI and Core Principles 56:48 From Task-Doers to Problem-Solvers 01:02:04 Confidence, Competence, and the Future 01:10:30 Personal Reflections and Insights 01:15:29 Work-Life Balance Philosophies 01:18:30 Prioritization and Delegation 01:23:37 Rapid-Fire and Future Outlook Key Takeaways: Rethink accounting education to move beyond rote tasks and emphasize critical thinking for future professionals. Recognize that the accounting profession offers diverse career paths beyond the traditional CPA and public accounting roles. Integrate technology like QuickBooks and AI into curriculum to prepare students for real-world accounting practices. Teach students to question and analyze AI outputs, ensuring they maintain fundamental understanding and professional judgment. Equip graduates with confidence and competence to navigate an accounting landscape increasingly focused on advisory services and business process understanding. Featured Quotes: "If you find something that you're good at, that you like to do, that you like to study, go into that." - David Waite "We're commoditizing the hindsight work… now we're getting more into the insightful side… and now we're going to be spending a lot more time… in the foresight." - Roger Knecht "We're teaching you how to think in a way that whatever comes your way, you're going to figure it out." - David Waite Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Get a demo of Maxima here: https://www.maxima.ai/book-a-demo Are you ready for a change, both personally and professionally? Then accept and participate in the Accountrepreneurs Challenge. This is a FREE opportunity to apply best practices and make this the best year yet in your career. Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This conference is one you don't want to miss. Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds." "in the BLACK, Nine Principles to Make Your Business Profitable" "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. "Your Profit & Growth Expert" - Offer CFO & Advisory services with confidence and competence. Take the time to understand what your clients expect from you as their accountant. Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
A rare group of dividend-paying stocks are standing out for their exceptional qualities. They've racked up five straight years of dividend growth of 10% or more. And they've passed several rigorous checks. Morningstar's DividendInvestor newsletter editor David Harrell dug into the data to identify this year's class of Dividend Growers. Subscribe to Morningstar's DividendInvestor newsletter. On this episode: 00:00:00 Welcome 00:01:08 Dividend Growers qualifications and key caveats 00:03:17 How the 2026 Dividend Growers list changed from last year 00:04:11 Meet the three newcomers: Intuit, Motorola Solutions, and TJX 00:05:43 Near-miss stocks and why the group's average yields run higher 00:08:19 Who dividend growth stocks suit 00:11:13 Which 2026 Dividend Growers look undervalued now Watch more from Morningstar: Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff? Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years? Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
QuickBooks Online is retiring Classic Reports on May 22nd, and Hector Garcia is back to make sure Intuit is listening. He crowd-sourced a massive feedback thread from the accounting community and walks Alicia through what's still broken in Modern Reports — from PDF formatting and Excel export issues to drill-down behavior, column sorting, and features gated behind the Advanced SKU. Both hosts are rooting for Modern Reports to succeed, and this episode is their detailed, direct message to Intuit on what needs to get done before the deadline hits.Sponsors:Fishbowl - http://uqb.promo/fishbowl(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:31) - Classic reports sunset (02:18) - Community feedback roundup (04:41) - Canny board and priorities (06:17) - PDF header order debate (09:54) - Shading and subtotal lines (14:46) - Advanced only report features (20:56) - Comparative columns control (22:34) - Excel export pain points (26:46) - Big data export limits (30:01) - UI UX drilldown quirks (34:42) - Bookmarking report URLs (37:02) - Fonts zoom and columns (39:09) - Scrolling and laptop reality (41:17) - Better Monitor Setup (41:59) - Default Columns Chaos (44:11) - Drilldown Workflow Fixes (48:29) - Missing Report Toggles (50:08) - Sorting and Grouping Bugs (54:01) - Reports We Still Need (56:24) - Transaction Totals Polarity (58:34) - May 22 Survival Plan (01:07:53) - Right Tool and Enterprise Suite (01:09:31) - Reframe Event and AI Reality (01:13:30) - Dates and Practical Takeaways (01:14:57) - Wrap Up and Next Steps LINKS4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/QuickBooks-SelfEmployed?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/2/26: Intuit Enterprise Suite: http://royl.ws/intuit-enterprise-suite?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907Hector's RightTool.app best add-on for QuickBooks Online via a Chrome Extension, designed by Hector Garcia(Use code ROYALWISE for a discount when you upgrade to PRO)ReframeAccounting.com REFRAME 2026: Innovate Advisory (IA); flipping the AI narrative… join us in November 5-7, 2026 in Miami for the best event you will ever attendWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Ever worried you're missing your shot at breakthrough growth because your leadership team is stuck in old patterns?This episode is a raw look inside the mind of Sheldon Cummings, former Chief Operating Officer at Mailchimp and current President and General Manager at Smarsh, who's steered brands across continents and navigated acquisition into one of the world's most powerful tech companies. Cameron Herold digs deep into resilience, ruthless prioritization, and the magic of connecting culture to results, all delivered with a straight-shooter's clarity. If you're tired of shallow “success stories” and want the playbook for leading teams through uncertain times, this is your urgent reality check.Don't wait for your competitors to outpace you. Listen now! The invisible skills (and mistakes) revealed here will save you from costly setbacks, wasted energy, and slow, silent failure. These exclusive insights aren't recycled elsewhere. Your team (and your sanity) can't afford to miss this.Timestamped Highlights[00:00] – The one moment that reset Sheldon Cummings's entire career path… and how he engineered opportunity from chaos06:42 – How a bold toolkit-first mindset kept propelling him up—across continents, industries, and uncertain times11:07 – “Can you run a business you don't ‘make'?” The surprising truth from global CPG frontlines17:05 – The #1 underdog advantage in modern marketing—why Mailchimp doubled down on it during COVID18:36 – What nobody tells you about integrating remote teams after a billion-dollar acquisition22:58 – Ruthless prioritization in product roadmap: When discipline trumps ideas (and keeps customers loyal)24:41 – Find the real numbers that matter: How top execs slice through data noise (and ignore 9,000 distractions)35:40 – How to unfreeze middle management and create instant buy-in during relentless changeAbout the GuestSheldon Cummings is the former Chief Operating Officer for Mailchimp. Before stepping into his leadership role at Mailchimp, he had a dual role as a VP Intuit Sales in addition to serving as Intuit's Chief Diversity, Equity, and Inclusion Officer (CDEIO). Since joining Intuit in 2017, Sheldon has led a number of leadership positions across Intuit's Sales, Marketing, Global Partnerships, and Global Operations teams. Prior to Intuit Sheldon has had a number of roles across industries and countries, including leading a European business for 6 years headquartered in Zurich, Switzerland. Sheldon, a native of New York City, graduated with a BA from Wesleyan University, and received his MBA from Northwestern University's Kellogg School of Management with concentrations in Finance, Marketing, and Strategy. He is currently the President and General Manager of Smarsh.