Podcasts about investor day

We take a nostalgic trip back to the Walt Disney Company Investor Day in December 2020—one of the biggest reveal events in recent Star Wars history. That day, Lucasfilm unveiled a galaxy's worth of upcoming Star Wars projects, from new series to feature films. Now that a few years have passed, it's time to look back with clear eyes and ask: What actually happened to all those announcements? In this episode, we break down every Star Wars project revealed that day and explore which ones successfully launched, which ones quietly faded away, and which are still somewhere in hyperspace limbo.  Do you remember your reaction to Obi-Wan Kenobi, Ahsoka, Rangers of the New Republic, and Rogue Squadron? It's a fun mix of reflection, industry insight, and fan speculation as we revisit that ambitious roadmap and evaluate how things have played out across Disney+, Lucasfilm, and the wider Star Wars universe. SPONSORS Small World Vacations is an official sponsor of Skywalking Through Neverland. Contact them for a no obligation price quote at www.smallworldvacations.com. Tell them Skywalking Through Neverland sent you.

We take a nostalgic trip back to the Walt Disney Company Investor Day in December 2020—one of the biggest reveal events in recent Star Wars history. That day, Lucasfilm unveiled a galaxy's worth of upcoming Star Wars projects, from new series to feature films. Now that a few years have passed, it's time to look back with clear eyes and ask: What actually happened to all those announcements? In this episode, we break down every Star Wars project revealed that day and explore which ones successfully launched, which ones quietly faded away, and which are still somewhere in hyperspace limbo.  Do you remember your reaction to Obi-Wan Kenobi, Ahsoka, Rangers of the New Republic, and Rogue Squadron? It's a fun mix of reflection, industry insight, and fan speculation as we revisit that ambitious roadmap and evaluate how things have played out across Disney+, Lucasfilm, and the wider Star Wars universe. SPONSORS Small World Vacations is an official sponsor of Skywalking Through Neverland. Contact them for a no obligation price quote at www.smallworldvacations.com. Tell them Skywalking Through Neverland sent you.

Freedom Oil Co. sells its 27 convenience stores to Mizpah Ventures, CVS Health uses its Investor Day as a megaphone for the retailer's success, and a new study says Instacart's AI pricing tools are making some grocery orders more expensive. 

It's In the News.. a look at the top headlines and stories in the diabetes community. This week's top stories: big FDA recall around Freestyle Libre (see more below to find out if you're affected), Dexcom launches their 15.5 day sensor, Omnipod announces enhancements, Tandem tests a fully closed loop (with high fat, high carb meals) and lots more! Find out how to submit your Community Commercial Find out more about Moms' Night Out  Please visit our Sponsors & Partners - they help make the show possible! Learn more about Gvoke Glucagon Gvoke HypoPen® (glucagon injection): Glucagon Injection For Very Low Blood Sugar (gvokeglucagon.com) Omnipod - Simplify Life Learn about Dexcom   Check out VIVI Cap to protect your insulin from extreme temperatures The best way to keep up with Stacey and the show is by signing up for our weekly newsletter: Sign up for our newsletter here Here's where to find us: Facebook (Group) Facebook (Page) Instagram Twitter Check out Stacey's books! Learn more about everything at our home page www.diabetes-connections.com  Reach out with questions or comments: info@diabetes-connections.com Episode transcription with links: Hello and welcome to Diabetes Connections In the News! I'm Stacey Simms and every other Friday I bring you a short episode with the top diabetes stories and headlines happening now. Our top story this week: XX Certain glucose monitors from Abbott Diabetes Care are providing users with incorrect glucose readings, an error that has been linked with the deaths of at least seven people and more than 700 serious injuries worldwide, according to an alert from the US Food and Drug Administration.   Incorrect glucose readings can lead to improper treatment. Abbott warned that about 3 million FreeStyle Libre 3 and FreeStyle Libre 3 Plus sensors are affected, but no other Libre products. Patients can visit FreeStyleCheck.com to see if their sensors are affected and to get a replacement for free.   The FDA has also published specific information about the affected products in its alert. The agency considers this to be a "potentially high-risk issue" and will continue to update its website as information becomes available.   "Patients should verify if their sensors are impacted and immediately discontinue use and dispose of the affected sensor(s)," the FDA said.   https://www.cnn.com/2025/12/02/health/abbott-diabetes-glucose-monitors https://www.freestylecheck.com/us-en/home.html XX Omnipod 5 is getting some enhancements.. and Omnipod 6 is announced. The FDA cleared updates including  a lower, 100 mg/dL target glucose option and what they call a more seamless automated experience. "This is the most significant algorithm advancement to our Omnipod 5 System since its launch in 2022," said Eric Benjamin, Insulet EVP and COO. Insulet said the new 100 mg/dL target glucose expands Omnipod 5's customization range. It now features six settings between 100 mg/dL and 150 mg/dL in 10 mg/dL increments. The company said this flexibility allows healthcare providers to tailor insulin delivery more precisely. It supports individuals seeking tighter glucose management or aiming to meet specific glucose goals. Omnipod 5's latest upgrades also help users stay in "Automated Mode" with fewer interruptions, even during prolonged high glucose events. Insulet plans to launch the updates to the algorithm in the first half of 2026. The company announced plans for an Omnipod 6 – without a lot of detail - at the company's Investor Day event in November. They also talked about a new, fully closed-loop pump for the type 2 diabetes population. https://www.drugdeliverybusiness.com/insulet-fda-clearance-omnipod-5-algorithm-enhancements/ XX Dexcom, the global leader in glucose biosensing, announced today that the Dexcom G7 15 Day Continuous Glucose Monitoring (CGM) System will launch in the United States on Dec. 1, making it the longest-lasting CGM system with 15.5 days of wear.   Dexcom G7 15 Day will first be available through durable medical equipment (DME) providers on Dec. 1 with full retail launch in the coming weeks. Dexcom G7 15 Day will also be covered for Medicare beneficiaries.   Dexcom G7 15 Day's industry-leading wear-time will provide fewer sensor changes, less disruption and more time for people with diabetes to benefit from life-changing CGM technology.   New with Dexcom G7 15 Day:  Longest lasting CGM system with 15.5 days of wear. Best-in-class accuracy1 with an overall MARD of 8.0%. Easier glucose management with fewer monthly sensor changes and reduced monthly waste. This follows yesterday's announcement – the FDA has cleared Dexcom Smart Basal, the first and only CGM-integrated basal insulin dosing optimizer designed for adults 18 and older with Type 2 diabetes using long-acting insulin. Dexcom Smart Basal will use Dexcom G7 15 Day sensor data and logged doses to calculate personalized daily recommendations to guide users towards a more effective long-acting insulin dose, as directed by their healthcare provider. At launch, Dexcom G7 15 Day will connect with the iLet Bionic Pancreas and Omnipod® 5§§. We are working closely with Tandem and look forward to extending the launch to their customers shortly as they finalize integration. For specific information on pump compatibility and availability with the Dexcom G7 15 Day system, visit Dexcom.com/connectedpumps https://investors.dexcom.com/news/news-details/2025/Dexcom-G7-15-Day-Continuous-Glucose-Monitoring-System-to-Launch-on-Dec--1-in-the-United-States/default.aspx   XX A small study of ten adults with type 1 diabetes tested Tandem's new fully closed-loop "Freedom" insulin system — and the participants put it through a real-world stress test. For 72 hours in a hotel setting, they ate heavy carb-and-fat meals, skipped all meal announcements, and didn't give any mealtime insulin boluses. The system handled almost everything automatically. Researchers said the device stayed in closed-loop mode 97% of the time and there were no incidents of diabetic ketoacidosis or severe hypoglycemia reported. While using the Freedom system, participants spent a median 61% of the day in the glucose target range — slightly higher than the 56% achieved with their usual pump at home. But the biggest improvement came overnight: time in range jumped to 96% with the closed-loop system compared to just under 70% during their home-pump week. With almost zero time spent below 70 mg/dL, researchers concluded that the fully automated Tandem system was both safe and effective even with unannounced, high-impact meals — hinting at a future of diabetes management that demands less effort from users.   XX Novo Nordisk reported promising mid-stage results for its experimental drug amycretin (AM-ee-creht-in) in diabetes patients on Tuesday. Amycretin, targets both GLP-1 and amylin hormones. In this study, it helped patients with type 2 diabetes lose up to 14.5% of their body weight over 36 weeks with weekly injections, far outperforming a placebo. The oral version delivered weight loss of up to 10.1%. Rival Eli Lilly  is surging ahead with its own amylin-based drug, eloralintide, which is advancing to late-stage testing after helping patients shed as much as 20% of their weight in a mid-stage trial. https://www.cnbc.com/2025/11/25/novos-next-gen-obesity-drug-shows-positive-results-heads-to-late-stage-testing.html XX The U.S. Medicare health plan said on Tuesday that newly negotiated prices for 15 of its costliest drugs will save 36% on those medications compared with recent annual spending, or about $8.5 billion in net covered prescription costs. The prices go into effect in 2027, including a monthly price of $274 for Novo Nordisk's popular GLP-1 drug semaglutide, sold as Wegovy for weight loss and Ozempic for diabetes. medicare's recent net price for Ozempic, opens new tab was $428 a month, according to an analysis published in the Journal of Managed Care and Specialty Pharmacy. Medicare put the drug's list price, before confidential rebates and discounts, at $959 a month. Based on such nondiscounted list prices, Medicare said savings on the 15 drugs ranged from 38% to 85%. The annual price negotiations were established under President Joe Biden's signature Inflation Reduction Act (IRA) of 2022. Previously, Medicare was barred by law from negotiating with drugmakers. https://www.reuters.com/business/healthcare-pharmaceuticals/us-negotiated-medicare-prices-15-more-drugs-test-cost-savings-promise-2025-11-25/   XX LifeScan announced its Chapter 11 bankruptcy reorganization plan received U.S. Bankruptcy Court approval. LifeScan said it's positioned to emerge from its financial restructuring process by the end of the year. The CEO says, "This balance sheet restructuring provides a stronger foundation for LifeScan to support our base business, advance new growth strategies, and commence our journey to become one of the most comprehensive players in the glucose management space." https://www.drugdeliverybusiness.com/glucose-monitor-lifescan-emerge-from-bankruptcy/ XX An artificial intelligence (AI)-led Diabetes Prevention Program (DPP) was as effective as a traditional human-led program in achieving recommended goals for weight loss, A1c reduction, and physical activity, according to a randomized trial of adults with prediabetes and overweight or obesity. One example of a push notification: "Looks like you're at the grocery store, Rita! Want a quick list of high-fiber snacks or smart swaps to stay on track this week?" The app also provided location- and goal-based education, with gamification elements to promote engagement. Approximately one third of participants in both the AI and human-led groups achieved the primary outcome (31.7% and 31.9%, respectively). Results were consistent across sensitivity analyses and individual components of the composite endpoint. "As more AI-based programs emerge, head-to-head comparisons among different AI-DPPs will be informative. An AI-led approach will not suit everyone; some individuals benefit more from human interaction and accountability," said Mathioudakis, adding that future research should focus on best matching patients to the modalities they prefer. https://www.medscape.com/viewarticle/ai-directed-diabetes-prevention-program-effective-human-2025a1000xam XX A new study suggets metformin could help people with type 1, reducing the need for insulin.  The researchers were surprised to find that metformin did not improve insulin resistance or change blood sugar levels. This suggests that, unlike in type 2 diabetes, metformin doesn't combat insulin resistance in type 1 diabetes.   However, metformin did reduce the amount of insulin people needed to keep their blood sugar levels stable.   https://www.the-express.com/news/health/192157/diabetes-medicine-insulin-type-1 XX Beyond Type 1 launches #TheBeyondType campaign in India to combat type 1 diabetes stigma. Nick Jonas is one of the founders of Beyond Type 1, his wife, Priyanka Chopra Jonas is his partner in this new non profit. The initiative highlights inspiring individuals living with T1D and partners with local organisations to improve awareness, medical support, and community networks for affected families across the nation. India has more young people living with T1D than any other nation, yet understanding of the condition remains limited. Beyond Type 1 is partnering with grassroots organisations across high-need regions. These include HRIDAY in Delhi–NCR, Nityaasha Foundation in Pune, Gram Jyoti in Jharkhand, and SAMATVAM Trust in Bangalore—each group focusing on improving awareness, providing medical support and building stronger community networks for young people with T1D.

The ASX 200 rose just 16 points to 8595 (0.2%) after slightly disappointing GDP numbers boosted hopes for steady rates at least. Banks were stable, ANZ up % with the Big Bank Basket up to $264.60 (0.3%) with MQG bouncing back 1.0%. Other financials were quiet, REITs rallied on the GDP despite yields rising to 4.64%. Industrials eased back, BXB down 1.1%, healthcare slipped, SIG down 1.4% and retails drifted lower, APE down 0.4% and WEB off 1.0%. Tech was mixed, WTC up 4.5% on its Investor Day, XRO fell 0.2% and the All-Tech Index fell 0.1%. Resources were mixed, iron ore miners saw some profit taking as the first cargo from Simandou set sail. Gold miners also mixed with PRU bidding for PDI in shares. Lithium stocks eased, uranium better with PDN up 5.2% and DYL rising 4.7%. Nothing stirring in oil and gas.In corporate news, 4DX sprinted 16.0% out of the blocks after securing a US$10m CTVQ order from Philips. VUL in a trading halt with a mammoth capital raise to fund Lionheart. XYZ fell 6.0% on a presentation, and BET jumped 12.9% on a deal with Penn Entertainment.In economic news, GDP came in slightly below expectations at 0.4%, giving the RBA an excuse to pause. In China, service activity weakened. Asian markets mixed, Japan recovered 1.6% with HK down 0.9% and China flat.10-year yields pushed higher again to 4.64%.US Futures heading higher, Dow futures up 121 with Nasdaq up 50Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

After a brief hiatus, we are back to discuss the evolution of a modern trading workflow. In this episode, we cover the transition from standard spreadsheets to custom, AI-built Python tools—including a new voice-to-text trade logger and qualitative scanners based on "Rule Breaker" investing principles.We also dive deep into current market mechanics, blending old-school sentiment analysis with new-school data. We break down the "Investor Day" top in Nvidia, why the disappearance of the MicroStrategy (MSTR) premium removes a critical bid for Bitcoin, and why China and commodities might be the next contrarian play.Key Topics:Workflow Evolution: leveraging Claude to build SQL databases and voice-logging tools.Market Psychology: How "Investor Days" and retail euphoria signal tops (The NVDA example).The Crypto Thesis: Why MSTR losing its ability to issue equity at a premium signals a potential drop for Bitcoin to the $50k–$60k range.Global Macro: A contrarian look at China and commodities amidst the AI arms race.

Le Castellet ist eine französische Gemeinde mit ca. 6.000 Einwohnern im Département Var in der Region Provence-Alpes-Côte d'Azur. 2022 wurde Le Castellet mit dem Prädikat „Die schönsten Dörfer Frankreichs“ ausgezeichnet. Rennsportfans verbinden den Ort allerdings mit der Rennstrecke Paul Ricard.   Darum geht es diesmal!Im Rahmen des globalen Magma Launch Events im südfranzösischen Le Castellet hat Genesis das Magma GT Concept präsentiert – ein richtungsweisendes Fahrzeug, das die künftige Ausrichtung der Marke im Hochleistungssegment definiert. Das Konzept steht exemplarisch für die Strategie, mit der Genesis in den kommenden zehn Jahren seine Luxury High Performance Vision entwickeln und konsequent ausbauen wird. Weit mehr als eine Designstudie ist das Magma GT Concept der bislang deutlichste Ausdruck der Leistungs- und Motorsportambitionen des koreanischen Premiumherstellers. Bereits im September wurde das Konzeptfahrzeug auf dem CEO Investor Day der Hyundai Motor Company in New York vorgestellt. Das Magma GT Concept dient als Technologieträger, strategischer Meilenstein und ist der erste öffentlich sichtbare Schritt hin zum langfristigen Ziel, in die GT-Rennklasse einzusteigen.Luc Donckerwolke, Präsident und Chief Creative Officer von GenesisDazu sagte Luc Donckerwolke, Präsident und Chief Creative Officer von Genesis: „Das Magma GT Concept zeigt eindrucksvoll, wozu wir in der Lage sind und symbolisiert unsere Ambitionen im Motorsport. Unser Fokus lag weder auf aggressiven Formen oder reiner Geschwindigkeit, sondern auf der Ausgewogenheit des Gesamtkonzepts. Das Fahrzeug verbindet sich instinktiv mit seinem Fahrer - jede Komponente dient der mühelosen Kraftentfaltung. Der Magma GT verlangt dem Fahrer nichts ab – er stärkt ihn. Dies ist nicht einfach ein besonders leistungsstarker Genesis: Der Magma GT ist die Essenz unserer aktuellen Fähigkeiten im High Performance Bereich.“  Zitat Ende!  Ein Meilenstein für die Marke Genesis Die erste reine GT-Studie der Marke ist  ein wichtiger Meilenstein in der Entwicklung von Genesis in der Luxury High Performance Strategie. Das Modell verkörpert die Idee von „Effortless Performance“ – Leistung, die nicht lautstark demonstriert, sondern souverän wirkt. Der Magma GT Concept ist mit seinem Mittelmotorkonzept der nächste Schritt auf dem Weg zu einem breiteren internationalen GT-Wettbewerb.  Design: Von der Rennstrecke inspiriert Das Design des Magma GT Concept folgt keinem dekorativen Ansatz, sondern konsequent aerodynamischen und funktionalen Prinzipien. Jede Linie erfüllt eine Aufgabe, jede Form dient der Fahrstabilität und Effizienz.  Wesentliche Merkmale sind die tief liegende Motorhaube und die langgezogene, abfallende Dachlinie für eine reine, renntaugliche Silhouette, die die „Athletic Elegance”-Philosophie von Genesis in den Motorsport übertragen.Alle Fotos: © Genesis Motor    Diesen Beitrag können Sie nachhören oder downloaden unter:

Today we had the very exciting opportunity to host Håkan Agnevall, President and CEO of Wärtsilä. Håkan assumed the role of CEO in February 2021 and most recently served as President of Volvo Buses and a member of the Volvo Group Management. In his career, he has held senior management positions with ABB and Bombardier in power systems, robotics, and industrial automation. He has extensive international experience, having worked and lived in the U.S., Canada, Thailand, Brazil, Switzerland and Sweden. Wärtsilä is a global leader in technologies and solutions for the maritime and energy markets. In its Energy business, they offer flexible engine power plants, integrated energy-storage and optimization technologies, and services for the whole lifecycle of their installations. Its Marine portfolio includes engines, propulsion systems and hybrid technologies, integrated powertrain solutions, plus upgrades and lifecycle solutions for vessels. We were thrilled to hear Håkan's perspectives on the evolving energy, marine, and power landscapes. We covered a lot of territory in our conversation, starting with the decarbonization journey in global shipping, how the International Maritime Organization's (IMO) net-zero-by-2050 framework is reshaping vessel design and fueling strategies, and the growing importance of fuel flexibility and efficiency in an increasingly complex regulatory environment as the IMO's carbon-pricing decision delay risks a patchwork of regional rules across the EU, China, and beyond. Håkan walks us through examples of multi-fuel flexibility, how those choices influence vessel architecture, and how shipowners are adapting to the EU ETS and FuelEU Maritime rules, which could roughly double fuel costs by 2030. We discuss Wärtsilä's energy and power business, which provides baseload and balancing power solutions across the U.S. and globally, how data centers are driving off-grid generation, and how Wärtsilä's modular reciprocating engines offer speed-to-market advantages through fast ramp rates, redundancy, and minimal water needs. We explore Wärtsilä's lifecycle service model, the company's global culture and Finnish heritage, their emphasis on innovation, Wärtsilä's Sustainable Technology Hub in Vaasa, where thousands of customers visit each month, and much more. It was a fascinating look at the intersection of shipping, power, and technology, and we can't thank Håkan enough for sharing his time and insights. Mike Bradley opened the discussion by highlighting that this week was full of notable events. The first was the imminent reopening of the U.S. government, which will finally allow for the release of key economic data that could influence the early-December FOMC rate decision and lead to heightened bond market volatility. Next, he discussed the COP 30 Conference currently underway in Brazil, noting its key theme of “getting back on track with Paris levels.” He also pointed out Chevron's Investor Day taking place this Wednesday and shared his takeaways from the Edison Electric Institute (EEI) Conference that he attended over the past few days, where two major themes were “affordability” and “speed to market.” Lastly, he noted this week marks the somber 50th anniversary of the sinking of the Edmund Fitzgerald in Lake Superior, a tragic event in U.S. maritime history. Jeff Tillery also joined and added his thoughts throughout the discussion. We look forward to staying in touch with Håkan and as always, thank you for your support and friendship!

Show me the incentive…and I'll show you the outcome! So, based on the timing…you might assume that introductory statement indicates something about how $7 billion in new private equity financing would sweeten the Keurig Dr Pepper business spilt, support the JDE Peet's deal, or maybe even feed off an activist investor. Though, it's important to recall I'm not an equity analyst or KDP individual investor, which means I admittedly wasn't super concerned about certain negative consequences of the transaction…or how using a tax-free Reverse Morris Trust would've been more favorable to shareholders compared to the agreed upon structure ultimately benefitting JAB Holding Company. And while I obviously understand “an elevated debt load” is interconnected (and influential) to the “North Star” transformation work required to establish two strong, successful companies…I intentionally looked past capitalization strategies and will do so again this content piece. Instead, I'll draw upon my last 15+ years of deep domain expertise…being prominently positioned within the emerging and intersecting CPG categories of food, beverages, and dietary supplements, to uncover a critical misalignment that could cause major long-term KDP “Beverage Co.” concerns. As mentioned within its recent Investor Day presentation, KDP wants to establish growth platforms in large and attractive categories. Since “energy” is the fastest growing $10B+ liquid refreshment beverage category…it's obviously the most important inside KDP. And we're going to focus exclusively on dynamics between Nutrabolt and GHOST that I originally brought up in October 2024 when KDP announced it was acquiring GHOST Lifestyle. But maybe within that content piece (or at least shortly after), I expressed my belief that KDP would eventually seek corrective measures…most likely fixing any potential incentive misalignment through further investment in Nutrabolt. However, since last year's KDP and GHOST deal announcement…A LOT has happened from Bloom Sparkling Energy drinks becoming a categorical superstar and (as a result) Nutrabolt acquiring majority stake in Bloom Nutrition to the beforementioned complicated KDP business separation plans. And there's another interesting tidbit popping up but (either way) change at this level predictably raised questions recently from you guys (and beverage industry trade publications) asking if I had an evolved theory surrounding how KDP might design a new system where Nutrabolt and GHOST have aligned incentives. And since I wouldn't expect any substantial "Beverage Co." investment activity until the KDP and JDE Peet's transaction is complete (and subsequent separation event occurs), I'll discuss if Nutrabolt should be strategically “patient” or “aggressive” as the “future optionality” window opens after KDP “Beverage Co.” matures independently. But despite obvious competitive similarities, this shouldn't be interpreted as some kind of “GHOST versus Nutrabolt” content piece, as each company is defining their future through different strategic vectors. Instead, I hope you recognized the “hidden risk” regarding how Big CPG continues to reshape its portfolio architecture. Today, Big CPG wants an increasingly larger amount of exposure to this four-way intersection of taste, convenience, nutrition, and functionality. We are currently at the stage where Big CPG portfolios acquire (or partner with) multiple sports nutrition competitors across growth platforms…and could create the type of challenges outlined within this content piece.

 Hyundai has announced big plans at its first Investor Day in India. On this episode of the Autocar Deep Drive Podcast powered by Kotak Mahindra Prime, Hormazd Sorabjee - Editor, Autocar India - and Ketan Thakkar - Editor, Autocar Professional - discuss the planned product offensive and why it marks the start of a new era for Hyundai in India. 

Herzlich willkommen zur 165. Folge des Equistor-Podcasts

    Alien: Earth is an American   television series created by . It is the first television series in the  and is set two years before the events of the 1979 film . The series stars , , , , , , and  in main roles. Development for the series was reported to have begun in early 2019, with  attached to executive produce for . It had started pre-production by April 2023, with Chandler cast in the lead role the following month, and further casting taking place from July to November that year. After principal photography was delayed due to the , production began in July 2023 but was halted in August due to the . Filming resumed in April 2024 and ended in July that year. Alien: Earth premiered on  and FX on Hulu in the United States and on  internationally on August 12, 2025. Premise The opening of the first episode introduces the premise of the series as involving three separate destinies for the immortality of mankind. These are: Cybernetically enhanced humans:  Artificially intelligent beings:  (Synths) Synthetic beings with downloaded human consciousness:  When the space vessel Maginot crash-lands on Earth, a young hybrid woman and a group of tactical soldiers make a discovery that puts them face-to-face with the planet's biggest threat. Cast and characters Main , , , and  play Wendy, Joe Hermit, Boy Kavalier, and Kirsh respectively.  as Wendy, the first hybrid (a person who has their human consciousness transferred into a  body) and leader of the "Lost Boys" (a group of six hybrid prototypes created from terminally ill children by the Prodigy Corporation). Formerly known as Marcy Hermit, she was renamed Wendy after becoming a hybrid.  as Joe Hermit, a  for the Prodigy Corporation , and Wendy's human brother  as Dame Sylvia, an employee of the Prodigy Corporation and Arthur Sylvia's wife  as Boy Kavalier, the CEO of the Prodigy Corporation and the world's youngest trillionaire  as Morrow, the USCSS Maginot's  (human with some synthetic parts) chief security officer  as Slightly, a hybrid and member of the "Lost Boys". Formerly known as Aarush Singh, he was renamed Slightly by the Prodigy Corporation.  as Curly, a hybrid and member of the "Lost Boys"  as Nibs, a hybrid and member of the "Lost Boys". Formerly known as Rose Ellis.  as Smee, a hybrid and member of the "Lost Boys"  as Arthur Sylvia, a scientist and Dame Sylvia's husband Diêm Camille as Siberian, a Prodigy Corporation Security Service soldier  as Rashidi, a Prodigy Corporation Security Service soldier  as Atom Eins, a senior synthetic employee of the Prodigy Corporation  as Kirsh, Prodigy Corporation's  chief scientist, who serves as a mentor to the Lost Boys. Recurring  as Yutani, the CEO of the   as Tootles / Isaac, a hybrid and member of the "Lost Boys". He rejects his assigned name of Tootles by the Prodigy Corporation and renames himself after . Guest  as Zoya Zaveri, the executive officer and later acting captain aboard the USCSS Maginot   as Hoyt, a Prodigy Corporation Security Service soldier on the  team with Joe  as Anant, a Prodigy Corporation Security Service soldier on the search and rescue team with Joe Dean Alexandrou as Bergerfeld, a Prodigy Corporation Security Service soldier on the search and rescue team with Joe Amir Boutrous as Rahim, a medical officer aboard the USCSS Maginot   as Chibuzo, a science officer aboard the USCSS Maginot   as Shmuel, an engineer aboard the USCSS Maginot  Jamie Bisping as Malachite, an engineer's apprentice aboard the USCSS Maginot  Andy Yu as Teng, the navigator aboard the USCSS Maginot  Max Rinehart as Bronski, a science officer aboard the USCSS Maginot   as Petrovich, the chief engineer aboard the USCSS Maginot  Tom Moya as Clem, a junior security officer aboard the USCSS Maginot  Victoria Masoma as Sullivan, a crew member aboard the USCSS Maginot  Tanapol Chuksrida as Dinsdale, the captain of the USCSS Maginot  Episodes This section's plot summaries may be . Please  by removing unnecessary details and making them more concise. (September 2025) () " Noah Hawley August 12, 2025 0.589 In 2120, five companies control Earth and the colonized , including the recently founded Prodigy Corporation. The USCSS Maginot , a Weyland-Yutani deep space research vessel, approaches Earth after a 65-year expedition to obtain extra-terrestrial specimens, among them . On Earth, at Prodigy's Neverland research island, a terminally ill child named Marcy becomes the first hybrid, having her consciousness transferred to an adult synthetic, and renames herself Wendy. Adjusting to her new body with the assistance of synthetic mentor Kirsh, Wendy oversees several other children who undergo the procedure. A malfunction compromises the Maginot's navigation, placing it on a collision course with Earth. Some specimens escape, and a grown  kills most of the crew. It crashes into a tower in the Prodigy city of New , where Wendy's human brother Joe Hermit works as a medic and corporate soldier. CEO Boy Kavalier asserts the Maginot's contents now belong to Prodigy, and deploys Kirsh and the hybrids on Wendy's request to assist with search and rescue to test the hybrids capabilities. Security officer Morrow, who survived the crash in a reinforced , moves to protect the cargo and detains two Prodigy soldiers, who are killed by a -like specimen. Wendy remarks to Kirsh that she wants to save her brother from death. 2 "" Noah Hawley August 12, 2025 0.380 Boy Kavalier tells Dame Sylvia, that he formed the Hybrid project to allow humanity to compete with , and has granted Wendy additional abilities as he wishes to create a person smarter than him. Kavalier declines Weyland-Yutani's request to secure the Maginot's proprietary contents, warning any incursion on Prodigy's territory will be considered a hostile act. Joe is chased by a Xenomorph and separated from his colleagues. The Xenomorph tracks Joe to the higher floors of the tower, killing another soldier and massacring an apartment of wealthy residents who did not evacuate. Joe is saved by Morrow, who  Joe and the Xenomorph, but the Xenomorph regains consciousness and escapes after killing numerous other soldiers, sparing Morrow. Arriving in New Siam, Hybrids Tootles, Smee, Nibs, and Curly encounter other extraterrestrial specimens. Wendy locates Joe along with Slightly but Joe does not recognize Wendy. Slightly reveals Wendy's true identity to a shocked Joe who believed Wendy/Marcy had died. The three encounter several Xenomorph eggs and are ordered by Kirsh to contain them until a  team arrives. Joe is dragged away by the Xenomorph, and Wendy chases after it. 3 "" Dana Gonzales Noah Hawley and  August 19, 2025 0.441 Nibs questions Curly about why the hybrids are all named after  characters and why Marcy gets to be Wendy. Kavalier orders the specimens be brought to Neverland Island for study, despite objections from Kirsh and Dame Sylvia. Morrow finds Smee and Slightly guarding the Xenomorph eggs and interrogates them, suspicious of their childlike behavior. Morrow downloads all the data from the Maginot and erases the data from the source. Kirsh confronts Morrow and Morrow plants a device on Slightly's neck before escaping. Meanwhile, Wendy and Joe fight the Xenomorph with a , and Wendy kills the Xenomorph, although both sustain serious injuries. Returning to the island, Joe undergoes surgery and the Arthur and Dame tend to Wendy. Having escaped into New Siam, Morrow calls Ms. Yutani, and insists on retrieving the specimens despite being ordered to return home. Curly confronts Kavalier about his favoritism towards Wendy, asserting herself to be the best hybrid. Morrow contacts Slightly via the embedded device, convincing Slightly to be Morrow's friend. Kirsh, Tootles, and Curly dissect a facehugger and introduce its larva to Joe's damaged lung, removed during surgery. Wendy awakens, seemingly intercepting signals from the Xenomorph eggs which cause pain. Wendy ultimately collapses in the laboratory containing the eggs. 4 "" Ugla Hauksdóttir Noah Hawley and Bobak Esfarjani August 26, 2025 0.393 When Wendy wakes up, Arthur adjusts her hearing so Wendy can hear the Xenomorph eggs without experiencing pain, and Wendy discovers she can speak the Xenomorphs' language in a frequency audible to humans. Kirsh and Tootles test Trypanohyncha Ocellus (an octopus-like creature) on a sheep, and it implants itself in the sheep's brain via its eye socket. Tootles names himself as Issac. Kumi Morrow pressures Slightly into revealing his real name, Aarush Singh, and he is from India, as a sign of trust, and asks Slightly to steal a Xenomorph egg. Nibs, claiming to be pregnant, becomes violent after Dame Sylvia tries to interrogate her about the rescue mission, and is unknowingly put under house arrest. Joe, jaded after seeing how Wendy is treated as an experiment, attempts to quit and leave. However, Atom Eins tells Joe that if he does, Joe will be sent a large bill for his new lung and never see Wendy again. Slightly contacts Morrow to tell him that he cannot steal an egg, but the latter reveals he used Slightly's real name to track down his family, and uses them as blackmail. Morrow instructs Slightly to take a human near the eggs so they can be infected by a facehugger. It is revealed that Kirsh had been eavesdropping on Morrow and Slightly's conversations. Later, Wendy observes the Xenomorph-infected lung as the newborn Xenomorph bursts out, and Wendy placates it by communicating. 5 "" Noah Hawley Noah Hawley September 2, 2025 0.361 A flashback shows the events that occurred on the Maginot before it reached Earth. Junior security officer Clem wakes Morrow from cryo-sleep and tells him that a fire has led to two facehuggers escaping containment, which latched onto Captain Dinsdale and Science Officer Bronski. Dinsdale dies from the facehugger's acid blood when medical officer Rahim attempts to cut its tail. After being told by engineer Shmuel that the ship's navigational systems were also damaged in the fire, Morrow concludes that someone has sabotaged the ship. Executive officer Zaveri assumes command of the ship, but Morrow threatens to relieve her if she does not prioritize the creatures above the crew. Bronski is placed in cryo-sleep to prevent the gestation of the Xenomorph, but this fails. In science officer Chibuzo's lab, one leech specimen manages to open its test tube from the inside, and lays its larvae in her water bottle. Witnessing this, the Ocellus also escapes afterwards. Apprentice engineer Malachite drinks the water, and the larvae kill him internally; Chibuzo and Rahim are killed by their defensive toxic gas when trying to extract them. Navigator Teng is killed by the now full-grown Xenomorph. Chief engineer Petrovich is revealed to be behind the sabotage, having been promised a hybrid body by Kavalier if the ship crashes in Prodigy territory. Petrovich kills Clem and is in turn killed by Morrow, who retreats to the control room and seals himself in. Zaveri is killed by the Xenomorph outside the door. With everyone dead, Morrow locks himself in the panic room and awaits the crash. Back in the present, Morrow meets with Yutani, offering to retrieve the specimens by force and kill Kavalier. 6 "" Ugla Hauksdóttir Noah Hawley and Lisa Long September 9, 2025 0.478 As the Xenomorph grows, Wendy works on communicating with it. Nibs undergoes testing, prompting Atom Eins to demand her memory be reset to before the Maginot's crash. Dame reluctantly accepts, but Arthur refuses, and is fired under threat of execution if he is not gone by the end of the day. Wendy, disturbed by Nibs' behavior afterwards, learns she was reprogrammed. Meanwhile, Kavalier meets with Yutani over the ship's return and outwits her, securing 20 billion in damages while keeping the specimens for 6 weeks due to quarantine. Kirsh asks Tootles to feed and water the specimens while he is away. However, the Ocellus surprises him into accidentally locking himself in the same cage as two fly-like creatures, who kill him with acid and feed on his body. Slightly tries to lure Joe to the alien eggs, but he declines due to reassignment. Joe later visits a packing Arthur, who covertly deactivates Wendy's tracking device and gives Joe a boat code to allow them to escape. Noticing Tootles is disconnected, he goes to the lab accompanied by Slightly, who opens the cage of the Xenomorph eggs and locks him in, allowing a facehugger to latch onto Arthur. Kirsh watches this through security cameras, but does not tell Kavalier. Slightly hides along with Arthur's body in an air vent as the flies leave their cell. 7 "" Dana Gonzales Noah Hawley and Maria Melnik September 16, 2025 0.385 Smee discovers Slightly hiding an incapacitated Arthur, and the latter convinces him to help deliver Arthur to Morrow on the beach. Security re-secures the lab specimens. Wendy is disgusted by Kavalier's attitude to Tootles' death, and convinces Nibs to join her and Joe in escaping the island. On her way out, Wendy hacks the lab system, releasing the grown , which rampages and escapes into the forest. Kirsh finds Slightly and Smee carrying Arthur's body, but helps them take a faster route to the beach. Outside, Arthur awakes after the  dies. Shortly after, a newborn Xenomorph bursts from his chest and escapes. The hybrids take the corpse to the beach, where Morrow's Yutani team meets them. Having failed to bring him the newborn, Morrow takes them captive. After Kirsh shows him the Ocellus caused the lab accident, Kavalier becomes fascinated with the creature's intelligence, and wants to place it into a human host. Outside, Wendy, Joe, and Nibs are held at gunpoint by Yutani forces, but Wendy calls the Xenomorph which kills them. She comforts it, sparing them. Morrow's team enter the facility, but they are taken captive by Kirsh, who has also captured the newborn Xenomorph. Wendy, Joe, and Nibs reach the boat, but they are intercepted by Neverland security. Nibs, frustrated, brutally kills a soldier, prompting Joe to incapacitate her. A shocked Wendy scolds Joe, as the Xenomorph watches in the distance. 8 "" Dana Gonzales Noah Hawley &  September 23, 2025 0.469 The hybrids have been imprisoned in one cell, with Joe and Morrow in another. Wendy uses her abilities to block the facility's cameras and communications. She struggles with Joe's decision to shoot Nibs, believing he chose to ally himself with humans instead of her, but ultimately unlocks his cell. Kavalier approaches the hybrids and reveals that at six years old, he built his own synthetic which he used to kill his abusive father. Wendy unlocks their cell, Nibs kills Kavalier's bodyguard, and Kavalier flees. Morrow attacks Kirsh in the lab; Kirsh is badly damaged, but ultimately chokes Morrow unconscious. Smee and Slightly arrive in the lab and they take both Kirsh and Morrow, while Nibs captures Dame. Meanwhile, Atom lures Joe to Kavalier's room and locks him in with the Ocellus. Wendy arrives to save him and fights Atom, who reveals himself as a synthetic, allowing Wendy to control his motor functions. The Ocellus escapes to the beach, where it possesses Arthur's corpse. With the help of the older Xenomorph, Wendy and Joe capture Kavalier and lock him in a cell with Kirsh, Atom, Dame, and Morrow. As Yutani and her team approach the island, Wendy, with both Xenomorphs nearby, declares, "Now, we rule." Production Development In February 2019,  reported that two  television series were in development, one animated –  – and one live-action, from  for the network . In December 2020, as part of Disney's Investor Day presentation, the latter television series project was officially announced to be in development for the network, with  as showrunner and Scott as executive producer, being set on Earth in the near future. On February 17, 2022,  revealed that the series is a  taking place before the events of  (1979). Hawley himself confirmed that the series would be tied more into the style and mythology of the original 1979 film rather than the prequel films  (2012), and  (2017). In April 2023, chairman of , , stated that the series was in active pre-production. According to  president Gina Balian, the scale of the production of Alien: Earth was much bigger than that of the 2024 FX series , whose budget has been reported as $250 million. Casting In May 2023,  was cast in the lead role, followed by , , , and  in July.  and  would be among those added to the cast in November 2023. Filming  was scheduled to begin in March 2022, but was delayed due to the . Production on the series began on July 19, 2023, in . Filming (without the American cast including Sydney Chandler, Timothy Olyphant, and David Rysdahl) was allowed to occur during the  due to the series' British cast working under an  contract. In late August, the production was halted due to the strike with most of the first episode completed. Filming resumed in April 2024, and wrapped in mid-July. , Bella Gonzales and  serve as cinematographers. Music The score for the series was composed by . The soundtrack was released on  on August 12, 2025. It will get a vinyl release in December 2025 on Mutant. The episodes end on famous ,  and  songs because Hawley decided to highlight the  endings by "mak[ing] an arena show, something that feels bigger than a small theater", featuring tracks by , , , , , , , ,  and . The soundtrack from the fifth episode "In Space, No One…" was released as a stand-alone album on September 2, 2025. Release Promotion Alien: Earth's promotion included immersive experiences such as The Wreckage, which was displayed at the  and , and The Hunt, an activation staged in major cities worldwide.  also partnered with several companies for promotional tie-ins, offering limited-time meals and beverages through food and hotel chains, as well as exclusive merchandise. Release The first episode of Alien: Earth was screened early at the series' panel at the San Diego Comic-Con on July 25. The series premiered on  and  with its first two episodes on August 12, followed by weekly releases of the remaining six episodes. Internationally, Alien: Earth was made available to stream on . Reception Viewership The Walt Disney Company announced that the first episode of Alien: Earth garnered 9.2 million views worldwide within its first six days of streaming. This total was calculated by dividing the total hours watched by the episode's runtime, reflecting viewership on , , and . Analytics company , which gathers viewership data from certain  and content providers, reported that Alien: Earth was watched by 1.8 million U.S. households during its live-plus-five-day period. Boomer households (ages 65–74) over-indexed in viewership by 8% compared to other demographic groups. , which records streaming viewership on some U.S. television screens, reported that Alien: Earth was watched for 464 million minutes between August 11–17, ranking as the seventh-most-streamed original series. In the following week, from August 18–24, it recorded 337 million minutes of watch time, making it the ninth-most-streamed original series that week. Alien: Earth was later streamed for 326 million minutes from August 25–31, making it the tenth-most-streamed original series of the week. Critical response On the  website , 93% of 189 critics' reviews are positive, with a critics consensus of: "Stylistically bold and scary as hell, Noah Hawley's Alien: Earth transplants the Xenomorph mythos into the television medium with its cinematic grandeur intact while staking out a unique identity of its own." , which uses a , assigned a score of 85 out of 100, based on 41 critics, indicating "universal acclaim". James Dyer of  gave the first season five out of five stars, praising its exploration of "the nature of consciousness, mortality, [and] humanity", concluding that "Hawley's series is a rare prequel that serves to enrich its source material, breathing new life into a once-tired franchise". For , Brian Tallerico wrote, "'s work on  feels like a logical comparison, and that's the quality tier on which this show resides as well. ... [Hawley] delivers an 8-episode first season that somehow marries the philosophical depth that fans of  admired with the intense action and bone-chilling imagery of 's ." Angie Han of  described it as a "heady, sprawling, occasionally unwieldy but eventually thrilling epic about personhood, hubris, and of course, the primal pleasure of watching people get absolutely rocked by space monsters", noting its production design and "new beasts with their own deliciously horrible ways of killing". Not all reviews were positive. Dominic Baez of  criticized the show's pace and uneven story, writing, "Its examination of identity ... is less insightful than it wants to be, buckling under the weight of its own unanswered questions. And far too often it feels like two separate plots stitched together, a  of existentialism and aliens ripping people apart."  of  called the feeling of the show "tedious" and wrote that it "struggles to resolve the tension between replicating the core Alien appeal and building a broader narrative suited for long-form television," at the same time questioning if Hawley is fit for the genre versus his previous  stylings. , who portrayed  in the original movies, praised the series, noting how it expands the franchise's scope and calling it "much more profound than just an Alien movie." Future According to series creator Noah Hawley, work has not yet begun on a second season, but conversations are ongoing. He is ready to begin immediately if Disney decides to renew the show. Hawley expects a renewal decision to be made "soon" after the airing of the season finale on September 23, 2025, once its viewership can be evaluated. In another interview, Hawley said that he hopes to have a decision "in the next couple of months."    

In deze aflevering blikken we vooruit op een drukke financiële week: hoe staat het met het Europese consumentenvertrouwen en welke signalen geeft dat over de economie? We kijken naar de Amerikaanse Core PCE-index, dé favoriete inflatiemeter van de Fed, en wat die zegt over de impact van Trumps handelstarieven. Tot slot bespreken we de analistendag van ASMI, waar het chipbedrijf zijn langetermijnperspectieven wil uitlichten. In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht.  Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

On a short-term chart, CrowdStrike (CRWD) shares are trading between a range of $435 and $466 with the stock pushing to the higher-end after positive developments from its Investor Day. Ben Watson looks at the technical conditions for the cybersecurity company's stock price. On a 1-year timeframe, he points to the 50-day moving average rolling over from summer-highs but notes it could be turning around as the RSI momentum study has shifted upwards.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

On this special episode of Brookfield Perspectives, Nick Goodman, President and CFO of Brookfield Corporation, and Sachin Shah, CEO of Brookfield Wealth Solutions, share some of their top takeaways from Brookfield Investor Day 2025. Listeners of this podcast should refer to the ‘Endnotes' and ‘Notice to Recipients' contained in BN's Investor Day Presentation (https://bn.brookfield.com/sites/brookfield-bn-v2/files/BN-IR-Master/Presentations/2025/bn-investor-day-presentation-2025.pdf), available on BN's website.

On this special episode of Brookfield Perspectives, Connor Teskey, President of Brookfield Asset Management, and Hadley Peer Marshall, CFO of Brookfield Asset Management, share some of their top takeaways from Brookfield Investor Day 2025. Listeners of this podcast should refer to the ‘Endnotes' and ‘Notice to Recipients' contained in BAM's Investor Day Presentation (https://bam.brookfield.com/sites/brookfield-bam-v2/files/BAM-IR-Master/Presentations/2025/bam-ir-day-sep-2025-presentation.pdf), available on BAM's website.

Fjerde september arrangerte Arctic vår årlige investorkonferanse for nordiske eiendomsselskaper i Stockholm. Vår analytiker Michael Johansson møter deltakereog gir sine inntrykk om fra seminaret og sektoren. 

Neste episódio do Market Makers, gravado durante o Investor Day do M3Club, recebemos Rodrigo Glatt (GTI) e Stephan Kautz (EQI Asset) para um debate crucial sobre o futuro dos seus investimentos. Stephan Kautz desenha um cenário global que está sendo completamente remodelado. Ele afirma que a ordem mundial criada no pós Segunda Guerra, baseada na globalização e em regras multilaterais (ONU, OMC), está sendo destruída.Vivemos uma "Guerra Fria 2.0", um mundo mais incerto, volátil e com juros estruturalmente mais altos. Para o Brasil, isso significa que o "vento a favor" dos emergentes acabou; nosso crescimento dependerá exclusivamente de nós mesmos. Kautz provoca: o verdadeiro problema do Brasil não é o fiscal, que seria fácil de resolver, mas a estagnação da produtividade há 30 anos. Ele crava que o arcabouço fiscal atual já está morto e que o Brasil tem um "encontro marcado" com um ajuste fiscal inevitável em 2027, que acontecerá por bem ou por mal.Do outro lado, o gestor de ações Rodrigo Glatt, da GTI, mostra como navegar neste caos. Ele revela sua tese de investimento contrarian e explica por que está com uma alocação massiva em commodities, o setor que "11 em cada 10" analistas do mercado mandam evitar.Glatt detalha por que empresas como Vale, Suzano e SLC Agrícola estão absurdamente baratas e representam uma oportunidade única para o investidor de longo prazo. Ele mostra, por exemplo, como a SLC negocia com um desconto massivo apenas considerando o valor de suas terras, e como a Suzano, a produtora mais eficiente do mundo, negocia em múltiplos historicamente baixos. É o clássico embate entre um cenário macro desafiador e as oportunidades micro que surgem na bolsa.Se você quer saber como aproveitar as oportunidades que vão surgir com a nova ordem mundial, assista este episódio até o final!

Daniel Mahncke and Shawn O'Malley dive into PayPal's post-pandemic reset, tracing the fintech pioneer's slide from market darling to value-story candidate. Once lifted by lockdown spending and eBay tailwinds, PayPal has seen its growth stall, its take-rate decline, and investors seem to have given up on it. In this episode, Shawn and Daniel unpack whether new CEO Alex Chriss's “profitable growth” playbook, Fastlane one-click checkout, a margin-focused Braintree overhaul, and fresh bets on Ads and the PYUSD stablecoin, can restore momentum. They also debate how realistic PayPal's ambitious goals for the future are, what a sustained 6% share shrink via buybacks does for long-term EPS, how the new management team is incentivized, and whether PayPal's consumer moat still matters in an Apple-Pay world. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 04:38 - How PayPal became the No.1 payment provider and what the PayPal Mafia is. 09:47 - Why investors fell out of love with PayPal's stock. 14:03 - What the next chapter under the new CEO will look like. 26:42 - Which new businesses could make PayPal dramatically more profitable? 33:31 - How the new strategy shows up in the numbers. 50:06 - Why the management incentive structure is a big benefit for shareholders. 51:36 - Whether stablecoins are bearish or bullish for PayPal. 01:01:11 - Whether PayPal is attractively valued at its current levels. 01:10:05 - Whether Shawn & Daniel add PYPL to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Sign Up for ⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Community.⁠⁠⁠⁠⁠⁠⁠ Emerging Value Substack ⁠Article⁠. Crossroad's ⁠Interview⁠ with Alex Chriss. PayPal 2025 ⁠Investor Day⁠. The Reservist ⁠Article⁠ on the Payment Industry. Jimmy Soni's Book on The ⁠PayPal Mafia⁠. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uber,⁠⁠⁠⁠Nike,⁠⁠ ⁠⁠Reddit,⁠⁠ ⁠⁠Nintendo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AutoZone⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠John Deere⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out the books mentioned in the podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠ SPONSORS Support our free podcast by supporting our ⁠⁠sponsors⁠⁠: ⁠⁠Harvest Right⁠⁠ Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

WM (formerly Waste Management) President and Chief Operating Officer John Morris joins Nicole Petallides at the NYSE to celebrate his company's investor day. He discusses current company initiatives, including a growth into the healthcare services space with its Stericycle acquisition. Morris calls the company "recession resistant" and details the current workforce, WM's evolution and what's ahead in 2025.======== 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

More than 150 accredited investors from across the United States showed up for the Kay Investor Day investment conference, hosted by Kay Properties & Investments, a leading national real estate investment firm specializing in Delaware Statutory Trust (DST), 1031 exchange and 721 UPREIT offerings. Hosted in Torrance, CA, the Kay Properties Investor Day conference brought together all the key pieces of the 1031 Exchange puzzle – accredited investors, Kay Properties' team of DST specialists, and top DST and 721 UPREIT real estate sponsors, creating an afternoon of expert insights and market intelligence. This video highlights opening comments by Kay Properties & Investments founder and CEO, Dwight Kay. Kay Investor Day Conference Highlights The Kay Properties Investor Day Conference included the following highlights: ● Expert-Led Panel Sessions: Attendees heard from multiple panel sessions featuring leading DST and 721 UPREIT sponsor companies. These sessions covered the latest trends, investment strategies, and market dynamics shaping the industry. ● DST Sponsor Company Evaluation Workshops: The Kay Properties & Investments team hosted dedicated sessions on how to evaluate and select the right sponsor for their 1031 exchange needs. These workshops provided an inside look at how Kay Properties & Investments conducts due diligence on DST and 721 UPREIT offerings. * ● Exclusive Insights: Attendees were able to learn about how to utilize the www.kpi1031.com marketplace platform to access 1031 exchange DST and 721 UPREIT offerings from over 25 different DST sponsor companies, as well as direct cash opportunities, including Opportunistic & Income-Oriented Funds, Real Estate Credit Funds, and NNN Lease Development Offerings. 

JPMorgan Chase CEO Jamie Dimon lays out a global market triple threat he says most investors are ignoring right now. Plus, the rising rate risk and its impact on two critical parts of the U-S Economy.  And Later, futures are modestly lower this morning following yesterday modest gains. 

More than 150 accredited investors from across the United States showed up for the Kay Investor Day investment conference, hosted by Kay Properties & Investments, a leading national real estate investment firm specializing in Delaware Statutory Trust (DST), 1031 exchange and 721 UPREIT offerings. Hosted in Torrance, CA, the Kay Properties Investor Day conference brought together all the key pieces of the 1031 Exchange puzzle – accredited investors, Kay Properties' team of DST specialists, and top DST and 721 UPREIT real estate sponsors, creating an afternoon of expert insights and market intelligence. This video highlights opening comments by Kay Properties & Investments founder and CEO, Dwight Kay. Kay Investor Day Conference Highlights The Kay Properties Investor Day Conference included the following highlights: ● Expert-Led Panel Sessions: Attendees heard from multiple panel sessions featuring leading DST and 721 UPREIT sponsor companies. These sessions covered the latest trends, investment strategies, and market dynamics shaping the industry. ● DST Sponsor Company Evaluation Workshops: The Kay Properties & Investments team hosted dedicated sessions on how to evaluate and select the right sponsor for their 1031 exchange needs. These workshops provided an inside look at how Kay Properties & Investments conducts due diligence on DST and 721 UPREIT offerings. * ● Exclusive Insights: Attendees were able to learn about how to utilize the www.kpi1031.com marketplace platform to access 1031 exchange DST and 721 UPREIT offerings from over 25 different DST sponsor companies, as well as direct cash opportunities, including Opportunistic & Income-Oriented Funds, Real Estate Credit Funds, and NNN Lease Development Offerings. 

Is Walmart More Exposed to Tariffs Than They Are Admitting?In a recent investor day, Walmart indicated that only one-third of its products are not made in the USA. Are we sure about that number? Given the fact that there is no universal definition of made in the USA, I think that number could be a lot higher than the company is letting on. Learn about this and more in this week's Watson Weekly podcast, headed straight to your earhole every Monday morning, wherever you find your favorite podcasts.Today on our show:Walmart Investor Day Shows Strong Tariff HeadwindsIs 2025 The Year to Eat the Entire EnchiladaShop for Brands on Amazon Seen in the WildAmazon Surveys Its Sellers on Tariffs- and finally, The Investor Minute which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.Today's episode is sponsored by Mirakl.https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly

Camillo Schmidt-Chiari (Research Analyst) recaps the Amrize (the US spinoff of Holcim) Investor Day.To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com.Connect with Gabelli Funds:• Twitter - https://twitter.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Today Colin opens the show by giving his thoughts on the big outdoor story of the week: The letter that was sent to Outside, Inc CEO Robin Thurston from more than 30 notable journalists making the request to have their names removed from Outside's masthead. Then outdoor industry insider and consigliere to The Rock Fight, Eoin Comerford joins Colin to run through what he learned from The North Face's presentation at VF's recent Investor Day. Lastly for The Parting Shot, Eoin highlights two brands from his Founder's Friday series on LinkedIn.Check out hundreds of wildly cool products by visiting and shopping at Garage Grown Gear!Thanks for listening! The Rock Fight is a production of Rock Fight, LLC. Sign up for NEWS FROM THE FRONT, Rock Fight's weekly newsletter by heading to www.rockfight.co and clicking Join The Mailing List.Please follow and subscribe to The Rock Fight and give us a 5 star rating and a written review wherever you get your podcasts.Want to pick a fight with The Rock Fight? Send your feedback, questions, and comments to myrockfight@gmail.com.

Today on our show:Is Beyond.com doomed?Klaviyo reports 2024 earningsKlaviyo coming for Salesforce Service CloudPaypal Investor Day offers problematic vision- and finally, The Investor Minute which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.Today's episode is sponsored by Mirakl.https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly

Air New Zealand has confirmed it is looking into developing a new luxury lounge for frequent flyers. The airline is staying tight-lipped about what these plans entail - but the idea was floated during a presentation for investors during their Investor Day late last year. Aviation commentator Irene King says Air New Zealand's existing lounges tend to crowd out during peak times - and the airline might be looking to address that. LISTEN ABOVESee omnystudio.com/listener for privacy information.

In today's episode, Shawn O'Malley (@Shawn_OMalley_) breaks down what you might call a beautiful compounder. That is, Ulta Beauty, one of America's largest retailers for cosmetics, skincare, and hair care products, with an impressive track record of generating returns on capital while benefiting from industry trends where beauty enthusiasts increasingly see beauty products as being key to their wellness and self-care routines. Shawn outlines what has worked well for Ulta, why its customers are so loyal, how it survived disruption from Amazon, his thoughts on the company's valuation, and finally, his decision on whether to add the company to The Intrinsic Value Portfolio he's building each week on the show, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 02:28 - How Mary Dillon made Ulta into an e-commerce giant. 11:27 - What customers love about Ulta. 13:35 - What makes the in-person experience at Ulta so special. 26:39 - How Ulta stacked up 44 million members in its loyalty program. 29:08 - How Ulta compares to Sephora and other competitors. 39:44 - Why Ulta has been able to generate such impressive returns on capital. 42:53 - What's attractive about Ulta's current valuation. 48:44 - Whether the company can continue growing. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Sign up for The Intrinsic Value Newsletter. ROIIC Formula: Intrinsic Value Compounding Rate = ROIC x Reinvestment Rate. John Huber on calculating the incremental return on invested capital. Berkshire Hathaway's 1992 shareholder letter from Warren Buffett. Ulta's 2024 Investor Day webcast. An interview with Ulta's CEO , Dave Kimbell, on why Ulta is winning despite industry disruption. Attend the 2025 Berkshire Hathaway shareholder meeting and meet-ups with The Investors Podcast Network. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: TurboTax Public Bluehost Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

On this episode of Chit Chat Stocks, Brett and Ryan speak with Leandro from Best Anchor Stocks about ASML. They discuss: (05:47) Impact of AI on ASML (11:40) Geopolitical Tensions and ASML's Market Position (15:38) China's Role in ASML's Business (21:29) Reshoring and Its Implications for ASML (27:22) Cyclical Nature of the Semiconductor Industry (31:43) Understanding ASML's Order Fluctuations (36:12) The Future of ASML's Technology (41:25) Evaluating Lithography's Role in Semiconductor Spending (46:50) Revenue Growth Projections for ASML (49:50) Insights from ASML's Investor Day (52:42) Assessing Risks to ASML's Future Growth (57:48) Leadership Transition and Company Culture at ASML SUBSCRIBE TO BEST ANCHOR STOCKS: https://www.bestanchorstocks.com/ ***************************************************** JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/  ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat  ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to ⁠bluechippersclub.com⁠ and hit apply! ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The Nasdaq takes center stage with major earnings reports from Oracle, MongoDB, and C3 AI. Jefferies Analyst Brent Thill joins to break down Oracle's results, while C3 AI CEO Tom Siebel offers insights on his company's performance. Mobileye CEO Amnon Shashua shares key takeaways from Investor Day and the company's China business. Plus, a market panel featuring Jill Carey Hall of BofA and Dana D'Auria of Envestnet discusses the state of SMID-cap strategy.

Analysts Don Kellogg and Roger Entner discuss insights from the recent AT&T Analyst & Investor Day, which Roger attended.00:24 AT&T Investor Day overview 02:14 Leadership & company turnaround 03:24 Fiber and convergence 06:04 Tech stack simplification and Open RAN 07:34 5G expansion 08:12 Copper reduction targets 08:59 Leverage reduction and capital allocation 10:31 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, Verizon, Gigapower, fiber, T-Mobile, John Stankey, churn, convergence, Open RAN, Mavenir, 5G, DSL

On this episode of the Six Five Webcast - The 5G Factor, we dive deep into why companies like Qualcomm, Ericsson, and AT&T are making significant moves to advance and scale the Internet of Things (IoT) across the 5G ecosystem. Hosts Ron Westfall and Tom Hollingsworth share their expert analysis on the competitive landscape implications of recent developments within the sector. Their discussion covers: Qualcomm's Investor Day revelations about their new IoT strategy, focusing on creating scalable blueprints to foster industry-wide solutions. Ericsson's emphasis on private 5G networks to address the unique needs of the Oil and Gas industry, highlighting the shortcomings of Wi-Fi in IoT connectivity. AT&T's decision to decommission its narrowband Internet of Things (NB-IoT) network by 2025 and its implications for alternative technologies like 5G Redcap, LTE-M, and LoRa. The competitive dynamics Verizon and T-Mobile are creating with their continued investment in NB-IoT offerings. Potential future trends in the 5G and IoT landscape, reflecting on the moves made by Qualcomm, Ericsson, and AT&T.

On today's podcast: 1) Macron Begins Search for New French Premier as Barnier Falls 2) UnitedHealth Executive Fatally Shot in NYC on Investor Day  3) Bitcoin Exceeds $100,000 on Trump's Pro-Crypto Pick for the SECSee omnystudio.com/listener for privacy information.

Carl Quintanilla, Jim Cramer and David Faber discussed the fatal shooting of Brian Thompson, the CEO of UnitedHealth Group's UnitedHealthcare insurance unit. The parent company canceled its investor day upon hearing reports about the shooting, which occurred Wednesday morning in New York City. Also in focus: Salesforce shares surge after AI demand sparked better-than-expected Q3 revenue and Q4 sales guidance, an interview with Richmond Fed President Tom Barkin at the CNBC CFO Council Summit, new milestones for stocks.  Squawk on the Street Disclaimer

Seja nosso sócio! https://chat.whatsapp.com/J59XI0NGQLS2l5UvC17dNN Minutagem: 01:00 - Introdução 25:30 - Nosso negócio 1:21:23 - Intervalo 1:28:10 - Resultados 1:51:15 - Seja nosso sócio! 2:02:15 - Encerramento

Welcome and Introduction- Episode 209 of the G2 on 5G podcast kicks off with hosts Will Townsend and Anshel Sag.- The duo shares their recent travel experiences, highlighting their busy schedules and upcoming plans.6G Trials and AI Integration- Discussion on NTT DoCoMo and SK Telecom's pre-6G trial involving AI, with insights into the role of Nvidia and Nokia.- Exploration of AI's potential in enhancing network performance and customer experience.Qualcomm's Strategic Focus- Insights from Qualcomm's Investor Day, emphasizing IoT and PC growth.- Qualcomm's ambition to balance its smartphone business with IoT and automotive sectors by 2030.Aramco Digital's Potential Investment in Mavenir- Rumors of Aramco Digital considering a $1 billion investment in Mavenir.- Speculation on Tarek Amin's disruptive strategies and the potential impact on Mavenir's future.CV2X Standardization Progress- Update on CV2X technology's journey to becoming a standard in the U.S.- Discussion on the implications for automotive connectivity and Qualcomm's role in the sector.Nokia's Recent Wins- Nokia secures significant deals with Bharti Airtel and Microsoft Azure, boosting its financial outlook.- Analysis of Nokia's position in the RAN and data center markets.Controversial Views on Wireless Technology- RFK Jr.'s controversial statements on 5G and wireless technology.- Concerns about misinformation and the importance of informed discussions on technology.Thanksgiving Plans and Closing Remarks- Hosts share their Thanksgiving travel plans and express gratitude to listeners.- Encouragement for audience engagement and feedback on future podcast topics.

In this episode, Ben Bajarin and Jay Goldberg discuss Qualcomm's recent Analyst Day and NVIDIA's earnings report. They analyze Qualcomm's shift towards becoming a compute-centric company, the challenges in the smartphone market, and the potential growth in automotive and IoT sectors. The conversation then shifts to NVIDIA, where they explore the implications of its recent earnings, the end of its rapid growth phase, and the competitive landscape in inference technology. The hosts emphasize the importance of execution for Qualcomm and the evolving dynamics in the semiconductor industry.

Alicia unpacks Intuit CEO Sasan Goodarzi's keynote speech from Intuit Connect, offering valuable context around the company's AI-driven strategic direction and its implications for ProAdvisors. She breaks down the upcoming changes to QuickBooks Live, including new transparency features and revenue sharing opportunities that aim to strengthen the partnership between Intuit and accounting professionals.SponsorsZoho Expense - https://uqb.promo/zohoexpense Coefficient - https://uqb.promo/coefficientSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Lean more about Alicia's QuickBooks Training http://learn.royalwise.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comIntuit's 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:08) - Keynote Speech Highlights (03:27) - The Impact of AI and Technology (05:03) - Intuit's Strategic Directions (11:27) - Addressing the Elephant in the Room (13:14) - Intuit and ProAdvisors Relationship (15:58) - Innovations in QuickBooks Live (27:28) - Future of Accounting and Technology (33:20) - Upcoming Classes and Final Thoughts

Hector and Alicia break down the major announcements and strategic shifts revealed at the first-ever Intuit Connect conference in Las Vegas. They analyze Sasan Goodarzi's keynote message about embracing change and building the future together, while unpacking Intuit's apparent transition from a product-focused company to a comprehensive business platform. The episode covers upcoming features like the reimagined banking experience, and AI-powered improvements, while exploring what these changes mean for accounting professionals adapting to an AI-driven future.SponsorsFishbowl - https://uqb.promo/fishbowlCoefficient - https://uqb.promo/coefficientRoyalwise - http://royl.ws/uqapodcastSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Lean more about Alicia's QuickBooks Training http://learn.royalwise.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comIntuit's 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:53) - Reflections on Intuit Connect (01:28) - Keynote Highlights: Ted Callahan and Sasan Goodarzi (05:38) - The Future of Accounting: Embracing Change (10:06) - Leadership Advice from Sasan (16:23) - New Features Announced (22:19) - AI Innovations and Enhancements (31:40) - Reimagining QuickBooks Online for Accountants (42:29) - Wrap Up and What's New with Hector and Alicia

Alicia walks through the key announcements from Intuit's October 2024 In The Know webinar, including the new QuickBooks payments revenue share program offering ProAdvisors 20% of processing fees for three years. She details the new cost allocation feature in payroll that lets businesses track labor costs across projects and classes, and explains the new recurring payments system that streamlines automated billing. The episode concludes with updates about ProAdvisor Academy and the transition to Credly for certification badges.SponsorsIgnition - https://uqb.promo/ignitionCoefficient - https://uqb.promo/coefficientArtiffex - https://uqb.promo/artiffex(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:51) - QuickBooks Payments Revenue Share Program (08:26) - Cost Allocation in Payroll (12:50) - New Recurring Payments Feature (15:40) - Setting Up Recurring Payments in QBO (20:50) - Customer Payment Options (24:04) - Benefits of PCI Compliance (26:57) - New ProAdvisor Training and Certification (30:57) - Upcoming Events and Courses Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:https://intuit.ondemand.goldcast.io/on-demand/0c9af5fd-c588-445f-9651-0c64ba8a8c6dEnroll for Alicia's Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/ Check out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comIntuit's 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.app

Hector and Alicia explore the extensive capabilities of QuickBooks Online Advanced's modern reports and custom report builder. They walk through key features including dynamic column customization, Boolean filters, multi-level grouping, pivot tables, and interactive charts - demonstrating how these tools can transform raw data into actionable insights. The hosts share practical tips for leveraging related table data, creating KPI widgets, and maximizing the flexibility of the new reporting system, while also discussing how these features compare to classic QuickBooks reports.SponsorsZoho Expense - https://uqb.promo/zohoexpenseIgnition - https://uqb.promo/ignitionCoefficient - https://uqb.promo/coefficientSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Enroll for Alicia's Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/Intuit's 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appAlicia's 1099 class: http://royl.ws/QBO1099Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (02:19) - Exploring Custom Report Builder Templates (05:22) - Visualizing Reports with Chart View (10:22) - Advanced Filtering and Boolean Logic (18:21) - Grouping and Subgrouping Data (22:20) - Leveraging More Columns for Detailed Insights (28:21) - Pivot Tables and Summary Reports (30:01) - Benefits of Pivot Tables (34:33) - General Options and Formatting (41:37) - Exporting and Sharing Reports (45:19) - Upcoming Classes and Events (48:05) - Conclusion and Final Thoughts

Hector and Alicia dive deep into QuickBooks Online's October 2024 updates, dissecting new features and improvements across payroll, search functionality, and recurring payments. They explore the potential impact of AI-powered anomaly detection in payroll and discuss the implications of enhanced transaction search capabilities. The hosts also share their thoughts on the upcoming Intuit Connect conference and its significance for QuickBooks professionals.SponsorsIgnition - https://uqb.promo/ignitionCoefficient - https://uqb.promo/coefficientArtiffex - https://uqb.promo/artiffexSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Enroll for Alicia's Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/Intuit's 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appAlicia's 1099 class: http://royl.ws/QBO1099Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Introduction to QuickBooks Online October 2024 Updates (01:50) - Intuit Enterprise Suite: Pricing and Features (10:38) - W9 Management Module Enhancements (22:15) - AI-Powered Payroll Anomaly Detection (26:43) - HR Manager Role and Payroll Customizations (31:22) - Payroll Updates: Direct Deposit Changes (32:33) - Enhanced Payroll Cost Allocations (40:43) - Advanced Search in QuickBooks Online (48:03) - Recurring Payments and PCI Compliance (54:42) - ProConnect Tax Adjustments (57:29) - Upcoming Events and Conferences

Alicia examines Intuit's strategic shift towards cloud-based solutions and its impact on QuickBooks users and ProAdvisors. She discusses the challenges of transitioning from Desktop to Online, while highlighting the potential benefits of Intuit's integrated financial management platform. Alicia offers insights on adapting to these changes and maintaining a positive outlook amidst industry evolution, emphasizing the importance of community and expert feedback in shaping QuickBooks' future.SponsorsIgnition - https://uqb.promo/ignitionCoefficient - https://uqb.promo/coefficientMercury - https://uqb.promo/mercury*Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Hector's Reframe Conference - https://www.reframe2024.com/Enroll for Alicia's Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/Intuit's 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4rHector's App - RightTool www.righttool.appAlicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcastAlicia's QuickBooks Ledger Course - http://royl.ws/ledgerIntuit Connect Conference www.quickbooksconnect.comCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.comThe Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5LQuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding (00:00) - Introduction and Overview (02:44) - The Evolution of Intuit and QuickBooks (04:37) - Transitioning from Desktop to Online (07:42) - The Role of Technology in Accounting (12:54) - Intuit's Community and Feedback (17:38) - New Course Announcement

Florida is preparing for its second major hurricane in as many weeks. We'll get a live report from the ground, along with the outlook for gasoline and insurance. Plus, GM's first investor day in two years is underway, with Wall Street squarely focused on GM's China strategy. We'll hear from CEO Mary Barra. And the CEO of Kendra Scott is here with a look at the health of the consumer and overall retail.

Carl Quintanilla, Jim Cramer and David Faber discussed Middle East tensions weighing on the stock market and oil prices extending Tuesday's surge. Israel said it vows to respond to Iran's missile attacks against the country. Tesla shares fell sharply despite an increase in Q3 deliveries. Nike stock also in the red after the company reported mixed results, said it is withdrawing  guidance and postponing its "Investor Day" -- with Elliott Hill set to become CEO in less than two weeks. Also in focus: Humana plunges on Medicare Advantage woes, Ford Q3 auto sales rise, what's dragging Apple shares lower, port strike day 2. Squawk on the Street Disclaimer

The price to join Families Fly Free will be going up ANY day now. Join now at the current price and get your process in place to fly your whole family for free wherever you want to go throughout 2025 and beyond. Learn more at https://www.familiesflyfree.com/joinSouthwest announced lots of BIG news at its Investor Day on September 26, 2024. These big changes include partnerships with Icelandair, the ability to fly to Europe through new airline partnerships, more details about how their assigned seating will work, elite status changes and more. In this episode, I share my thoughts and analysis as someone who has followed Southwest for the last 10 years and worked with hundreds of families flying the airline many times each year, offering how this will impact flying for free on Southwest.Want to learn my simple system to use miles and points to always fly for free? Come join my Families Fly Free membership, where you'll learn my expert process, receive personal support and get access to lots of great travel content and regular live webinars and Q&As. Learn more at https://www.familiesflyfree.com/join

A big day for the China trade, as stocks surge on the back of the government's economic stimulus. And with so many U.S. companies with a reach into the mainland, is this the all clear to get in? Plus Airlines taking off as Southwest holds its investor day. How one activist firm is looking to make some big changes, and what it could mean for the stock.  Fast Money Disclaimer 

David Faber, Sara Eisen and Mike Santoli began the show by discussing the market rally, getting a big boost from Chinese stocks after Beijing affirmed stimulus measures. Appaloosa's David Tepper told CNBC it's a “buy everything” moment for the Chinese market. Chip stocks also surged following Micron's big beat; CEO Micron Sanjay Mehrotra joined the hour to discuss the company's quarterly results. After the opening bells, the desk brought in Phil LeBeau to discuss Southwest's Investor Day, as the company detailed plans to fight off activist investor Elliott Management.   Squawk on the Street Disclaimer

On this rockin' episode of All Elite Arcade, Chugs and Uno have played a mega butt-load of games this week, including Senua's Saga: Hellblade II, Nine Sols, The Plucky Squire, and Mossmouth's UFO 50. Afterwards, the guys talk about the big headlines in gaming this week: Samoa Joe is revealed as a star of the Like A Dragon: Pirate Yakuza in Hawaii game, the major announcements from EA's Investor Day, Nintendo sues the maker of Palworld, and the surprising news that FF7 Rebirth and FF16 didn't meet sales expectations according to Square Enix. Learn more about your ad choices. Visit podcastchoices.com/adchoices