Podcasts about investor day

Send us Fan MailWe've done the finance of Industry, the finance of Succession, the finance of Belle Burden's Strangers — but we've never done the finance of CREATORS. So when Spotify invited us to their Investor Day, we knew we had to sit down and ask the question every aspiring musician, podcaster, and Instagram creator is obsessing over: in a world where everyone wants to be a creator, how does anyone actually get paid?In this episode, we talk with Gustav Gyllenhammar, SVP of Markets and Subscriptions at Spotify, about the surprisingly complicated machinery behind every stream you play. Where does your $12.99 a month really go? How much does a million downloads of a song actually pay out? And how did a company born out of a piracy-ravaged Sweden convince an entire generation to start paying for something they'd grown up expecting for free? We get into the labels-versus-songwriters split, the rise of the independent artist, and the one number that explains why Spotify thinks it's playing a completely different game than the AI companies scraping the internet for content.Which brings us to the real tension underneath it all: as LLMs hoover up the work of writers, musicians, and creators everywhere, who's building a model to actually compensate them — and is Spotify offering a better blueprint? We dig into Spotify's philosophy on AI, why they waited so long to touch it on the music side, what "Time Well Spent" means when every other platform is optimizing for your attention, and whether the creators who power these platforms are about to get boxed out of their own economy. Plus: the new Universal Music partnership, the audiobook feature Jen has been praying for, and why a direct listing might be the most underrated way to go public.Shop our Self Paced Courses:Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERESubscribe to our Substack: https://substack.com/@thewallstreetskinny

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

Fresh off Spotify's Investor Day, Zaid talks with Roman Wasenmüller, Spotify's Global Head of Podcasts, about how a music company became a podcasting powerhouse. Wasenmüller traces it back to early consumer signals in Germany in 2015–16, the acquisition spree (Anchor, Megaphone, Gimlet, Parcast, The Ringer), and the exclusivity era that put Spotify on the map. Then he looks ahead: video podcasting as a discovery engine, distributing full Ringer episodes on both Spotify and Netflix, AI "personal podcasts" made just for you, verification for human-made shows, and a monetization mix spanning ads, Premium video payouts, and memberships.

At its 2026 Investor Day, Stellantis announced plans to leverage global partnerships for its next-gen models. An announcement of particular interest was of a future Jeep to be built on a Tata Motors platform. Hormazd Sorabjee - Editor, Autocar India - and Ketan Thakkar - Managing Editor, Autocar India - discuss the development and what it means for Jeep and Tata. 

Your easy weekly guide to the music biz and how it all works. Become a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Superfan of the podcast for free – and enjoy the exclusive weekly Lock-in bonus section! This week, Producer Joe steps into some big shoes to chat with Stuart about:How many streams did Drake's THREE new albums get since their release on 15 May. But is this a hit comeback or a flop?Ozzy Osbourne is back! Wait, you say, isn't he dead? Well, yes, but he's the latest late star to be returning in avatar form.Badger, Badger, Badger, Badger, Badger, Badger, Badger, Badger: which musical nostalgia is now a preserved cultural artifact in the UK?Spotify held its Investor Day last week, unveiling some new features including two big pieces of music news: one around ticketing and one around AI.Elsewhere in AI music-land, details have leaked out about the new ‘Starstruck' service that Udio is building with its major-label deals. What can we expect?Ed Sheeran is leaving Warner Music Group after 15 years being signed to the company's Asylum Records imprint. So where might his next recordings home be?Techno megastar Richie Hawtin is more than capable of making your nose bleed in a club, but can he help you study or sleep at home? His latest release aims to show he can…You can make vinyl out of recycled records now, but does that affect the quality of how they sound? Yes, but no, is the answer...And in the special post-show lock-in section just for our ⁠⁠Patreon Superfans⁠⁠, Stu and Joe prop themselves up at the bar – and while the barman may have changed, the game's the same... in this week's bonus material: What other pieces of musical memory deserve to be preserved? (And Stu reminisces fondly about, erm, The Kersal Massive (https://www.youtube.com/watch?v=uja3W-ibifc)Do we actually want to remix our favourite artists using AI? (Joe has a one-word answer)Which dead musicians do we want to see as avatars, if any?Is Drake any good? Really though, is he?===================================As ever, we welcome your feedback, emails and – in particular – any questions you might have about how the music biz works!Email us: ⁠⁠thepriceofmusicpodcast@gmail.com⁠⁠See you next week!Stuart and Joe======TPOM online: http://tpom.uk/Support The Price of Music on Patreon:⁠⁠https://www.patreon.com/ThePriceofMusic⁠⁠Follow Stuart on X - @stuartdredgeFollow The Price of Music on X - @PriceofMusicpodFor sponsorship opportunities, please email - ⁠⁠joe@musically.com

Market update for Friday May 22, 2026.Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Spotify stock rips after AI music deal announced on Investor DayAnthropic working on custom chip deal with MicrosoftOpenAI preparing to file for an IPO very soonZoom beats earnings, raises outlook on AI momentumTake-Two confirms GTA VI on track for November 19th launchRecord 45 million Americans traveling for Memorial Day despite $4.56 gas

Il Centro studi di Confindustria avverte che il protrarsi della crisi energetica e la mancata riapertura dello stretto di Hormuz stanno ampliando l’impatto sull’economia italiana. Crescono inflazione e sfiducia di famiglie e imprese, mentre rischiano di rallentare consumi, servizi e investimenti. L’industria regge grazie al Pnrr ma emergono segnali di indebolimento, con domanda più debole e ordini in calo. In sofferenza anche il settore servizi, soprattutto turismo e trasporti. L’export italiano resta resiliente nonostante il crollo delle vendite verso il Medio Oriente, compensato dalla crescita in Cina, Svizzera e nei principali Paesi Ue. Interviene Alessandro Fontana, direttore del Centro studi di Confindustria.Stellantis, accordi con Dongfeng e Jaugar Land Rover. Focus sul Nord America accordi con i produttori cinesi per gli stabilimenti europeiRaffica di annunci per Stellantis alla vigilia dell’Investor Day. Il gruppo ha firmato un memorandum con Jaguar Land Rover per valutare collaborazioni sullo sviluppo di prodotti e tecnologie negli Stati Uniti. Parallelamente, Stellantis amplia la partnership con Dongfeng con l’obiettivo di creare una joint venture europea dedicata ai veicoli elettrici e a nuova energia del gruppo cinese. Intanto Antonella Bruno rivendica la crescita del 13% dei volumi in Italia nei primi quattro mesi dell’anno. Ma la Fiom denuncia l’esclusione degli stabilimenti italiani dalle nuove alleanze industriali e accusa Stellantis di non aver investito sufficientemente su impianti e linee produttive nel Paese. Il commento è affidato a Paolo Bricco, Il Sole 24 Ore.La premier pronta ad accontentarsi della misura tamponeBruxelles lavora a una soluzione per aiutare l’Italia ad affrontare la crisi energetica senza modificare il Patto di Stabilità. L’ipotesi è quella di consentire l’utilizzo di fondi di coesione rimodulati e risorse residue del Pnrr, per un pacchetto complessivo tra i 3 e i 5 miliardi di euro. Una misura tampone che eviterebbe nuovo debito ma che resta distante dalla richiesta italiana di una clausola di salvaguardia sull’energia sul modello di quella concessa per la difesa. Secondo Gianni Trovati, il governo continua comunque a puntare sull’esenzione dal Patto per ottenere maggiore flessibilità di bilancio. Ne parliamo con Gianni Trovati, Il Sole 24 Ore.

Dexcom G6 discontinuation and Investor Day updates , highlighting the 15-day G7 baseline , the upcoming self-adapting G8 , and future potassium monitoring. ABLEnow save for today's needs or invest for tomorrow Eversense CGM Medtronic Diabetes Tandem Mobi ** Use code JUICEBOX to save 20% at Cozy Earth  CONTOUR NextGen smart meter and CONTOUR DIABETES app Dexcom G7 Go tubeless with Omnipod 5 or Omnipod DASH * Get your supplies from US MED  or call 888-721-1514 Touched By Type 1 Take the T1DExchange survey Apple Podcasts> Subscribe to the podcast today! The podcast is available on Spotify, Google Play, iHeartRadio, Radio Public, Amazon Music and all Android devices The Juicebox Podcast is a free show, but if you'd like to support the podcast directly, you can make a gift here or buy me a coffee. Thank you! *The Pod has an IP28 rating for up to 25 feet for 60 minutes. The Omnipod 5 Controller is not waterproof.  ** t:slim X2 or Tandem Mobi w/ Control-IQ+ technology (7.9 or newer). RX ONLY. Indicated for patients with type 1 diabetes, 2 years and older. BOXED WARNING:Control-IQ+ technology should not be used by people under age 2, or who use less than 5 units of insulin/day, or who weigh less than 20 lbs. Safety info: tandemdiabetes.com/safetyinfo Disclaimer - Nothing you hear on the Juicebox Podcast or read on Arden's Day is intended as medical advice. You should always consult a physician before making changes to your health plan.  If the podcast has helped you to live better with type 1 please tell someone else how to find it!

Seis emprendedores. Seis sectores que nadie esperaba. Un denominador común: la tokenización como única salida viable.En este episodio, conocemos proyectos que compiten en el Investor Day que van desde la distribución de cine independiente iberoamericano, hasta verduras hidropónicas en el fin del mundo, pasando por palés de madera, casas rurales en la España vaciada, restaurantes peruanos y radio tokenizada.Si crees que la tokenización es solo para finanzas o tecnología, este episodio te va a cambiar el chip.

Brandon Sedloff hosts a special live panel recorded at the INREV annual conference in Barcelona, where he was invited to moderate an exclusive Investor Day session featuring some of the world's leading institutional allocators. In front of an audience of global pension funds, insurance companies, family offices, and sovereign wealth funds, he sits down with Lucy Fletcher, Marieke van Kamp, and Martin Lemke to unpack how sophisticated investors are thinking about real estate today. The conversation explores how the asset class is evolving within private market portfolios, how global capital is being allocated across regions and sectors, and why fundamentals, data, and operational execution are becoming more critical than ever. Drawing from perspectives across global funds, European insurance portfolios, and family office capital, the panel offers a rare look into how top allocators are positioning for the next cycle. They discuss: How institutional allocators view real estate's role as a long term, income generating and stabilizing asset within private markets The tradeoffs between global diversification and regional focus, including why some investors remain concentrated in Europe The growing importance of data, transparency, and AI in shaping investment decisions and industry evolution Where investors are finding opportunity today, including living sectors, essential services, and value in retrofitting existing assets What defines a strong operating partner, from alignment and governance to transparency and active portfolio management Links: Lucy on LinkedIn - https://www.linkedin.com/in/lucyjfletcher/ Marieke on Linkedin - https://www.linkedin.com/in/marieke-van-kamp-25794b2/ Martin on LinkedIn - https://www.linkedin.com/in/martin-lemke-germany/ Juniper Square - https://www.junipersquare.com/ Brandon on LinkedIn - https://www.linkedin.com/in/brandonsedloff/ Topics: (00:00:00) - Intro (00:04:27) - Introducing the panel (00:06:59) - Reflections as chairpersons of INREV (00:14:50) - What is the role of RE in a portfolio today? (00:21:43) - The role of Real Assets in CBREIM (00:24:14) - Global vs. local investing (00:26:38) - Europe as a capital safe haven (00:28:37) - Geographic diversification opportunities (00:32:34) - Areas of opportunity over the next 12-24 months (00:39:41) - What to look for in partners

It's EV News Briefly for Monday 27 April 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyKIA CUTS EUROPE PRICES TO FIGHT CHINESEKia CEO Song Ho-sung announced a deliberate price-cutting strategy at the company's Investor Day, narrowing the price gap with Chinese rivals like BYD from 20–25% to 15–20%. Despite reporting a quarterly profit decline on 24 April due to higher European sales incentives, Kia says its solid profit base can sustain the strategy, with the upcoming EV2 small SUV set to challenge the BYD Dolphin Surf directly.BYD DENZA Z TAKES AIM AT TESLABYD unveiled the production Denza Z at the 2026 Beijing Auto Show — an all-electric supercar with around 1,000 hp, a sub-two-second 0–60 mph claim, and three variants including a coupe and convertible. Estimated at around $65,000 in China, it targets the Tesla Roadster 2 and is prioritised for European sales, with a Goodwood Festival of Speed debut planned and full technical details due in July 2026.OIL SHOCK COULD SPEED UK EV UPTAKERising oil prices following US and Israeli strikes on Iran and closure of the Strait of Hormuz are shifting the economic case toward EVs, accelerating a consumer tipping point already supported by better batteries. A large EV fleet could transform UK grid stability through vehicle-to-grid systems, with Ofgem estimating that half of projected EVs on V2G by 2030 could provide 16GW of flexible capacity — five times the projected output of Hinkley Point C.PHEVS COST MORE TO BUY AND RUNECIU data shows eight of the UK's 10 best-selling PHEVs carry a higher sticker price than comparable EVs, with an average gap of £4,150 or 10%, even as the average new EV has fallen below the average new petrol car for the first time. Real-world PHEV fuel costs run 490% above official figures, pushing annual fuelling costs to around £1,030 — £620 more per year than an equivalent EV — making total cost of ownership over £1,000 per year higher than going fully electric.OMODA & JAECOO HITS ONE MILLION SALESOmoda & Jaecoo reached one million cumulative global sales in April 2026, just three years after its international debut, recording monthly sales of over 60,000 units in March and operating across 69 markets with 1,364 dealers. Europe drove 41.5% of total global sales, with a 246% year-on-year rise in March, and the brand ranked sixth in the UK with a 4.7% market share — with Omoda & Jaecoo now targeting one million annual sales by 2027.GWM PULLS ORA 03 FROM UKGWM has withdrawn the Ora 03 electric hatchback from the UK market after only 542 units were registered across all of 2025 and just 26 in Q1 2026, ending a four-year run for the model originally launched as the Funky Cat. No new stock will be supplied, with the car available only from existing dealer inventory as GWM shifts focus to a broader European growth strategy.LEAPMOTOR B05 TARGETS EUROPE WITH LOW PRICESLeapmotor's B05 compact hatchback will launch in Europe starting at €26,900 in Italy, undercutting every major rival by at least €10,000, including the Volkswagen ID.3 at €40,990, the BYD Dolphin at €35,000 and the MG4 at €34,000. At 4,430 mm long with rear-wheel drive, 160 kW, a 0–100 km/h time of 6.7 seconds and DC fast charging peaking at 174 kW, it combines size, performance and price in a package that directly targets the mainstream European EV market.US EV MAKERS PRESS DIRECT SALES FIGHTUS EV makers including Tesla, Rivian and Lucid are escalating efforts to bypass the dealer franchise model, which still controls 96% of new-vehicle deliveries, using new legal strategies and ballot initiative threats — though the three brands combined held less than 4% of the US light-vehicle market in 2025. The bigger industry fear is not EV startups but legacy or foreign brands like Volkswagen's Scout Motors breaking the model open for all manufacturers, which could fundamentally reshape US auto retail.MG WEIGHS SPAIN FOR EUROPEAN EV PLANTMG Motor reportedly favours Spain — particularly Galicia — over Hungary for its first European EV manufacturing plant, driven largely by Galicia's strong shipping links to the UK, MG's most important European market. No final decision has been made, but the move is driven by SAIC facing the EU's highest Chinese automaker tariff rate of 35.3%, even as producing cars in Europe will cost more than manufacturing them in China.AVERAGE EV RETAINS 97% OF ITS RANGE AFTER THREE YEARSRecurrent's 2026 EV Market and Trends Report found that the average EV retains 97% of its range after three years and 95% after five years, with five brands — Cadillac, Ford, Hyundai, Mercedes and Rivian — showing zero apparent range loss over five years. Used EV demand surged 53.9% between February and March 2026, with the average used EV now priced at $34,653 — just $1,012 below an equivalent ICE vehicle — while average new EV range for 2026 models rose 11% to 325 miles.

This week on the podcast, our guest is Rich Kruger, President and Chief Executive Officer of Suncor Energy Inc. Rich explains key messages from the company's recent Investor Day presentation, including its transformation in safety, operations, and financial metrics over the past three years.   Here are some of the questions that Peter and Jackie asked Rich: What is Suncor's production now, and what is your 3-year growth plan?  How do oil sands costs stack up against U.S. shale? How much capital are you returning to shareholders, and how do you respond to criticism that Suncor should be investing more capital in Canada versus sending it to investors? What are the reserves of Suncor, and how do these compare to those of other companies?   With pipeline proposals advancing west to tidewater and south to the United States, where should Canada focus its efforts?  Are you concerned about Venezuela creating competition for Canadian oil in the United States? What are your thoughts on US shale oil? Do you expect the growth to slow?   With active discussions underway on carbon pricing and the Pathways Carbon Capture project, what is your perspective on Canada's future carbon policy and competitiveness?  How does the federal government's shift in tone affect your investment outlook, and does it meaningfully reduce greenfield project risk?  Content referenced in this podcast: Suncor Investor Day replay and transcript (March 31, 2026) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

Andrew, Thomas, and Tom recap Sunbelt investor day and provide an update on Iran.  Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

It's EV News Briefly for Friday 13 March 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyRIVIAN REVEALS R2 PRICINGThe Rivian R2 launches in four trims, all sharing an 87.9 kWh usable battery, ranging from the $57,990 Performance AWD (656 hp, 330 miles) arriving this Spring to a ~$45,000 base RWD variant in late 2027 with 275+ miles of range. All trims charge 10–80% in 29 minutes via a native NACS port, with a $1,495 destination charge across the board.FORD CUTS EXPLORER ENTRY PRICE WITH LFP BATTERYFord has revised its European Explorer EV with a new LFP battery pack, growing usable capacity from 52 kWh to 58 kWh and boosting WLTP range 17% to 444 km (276 miles), while a stronger APP350 motor lifts output to 140 kW and cuts the 0–100 km/h time to 8.0 seconds. The updated model starts at €39,990 in Germany and adds vehicle-to-load charging, refreshed infotainment, expanded driver assistance features, and standard one-pedal driving, though peak DC charging drops from 145 kW to 110 kW.LUCID NAMES MIDSIZE SUVS COSMOS AND EARTHLucid revealed at Investor Day 2026 that its two upcoming midsize electric SUVs will be called Cosmos and Earth, targeting a ~$50,000 starting price and production before end of 2026. Both will use 800V architecture, bidirectional charging, the new in-house Atlas drive unit (23% lighter, 30% fewer parts), and Lucid claims just 69 kWh would be sufficient for 300 miles of range thanks to a 0.22 drag coefficient.LUCID GRAVITY ADDS CARPLAY AND ANDROID AUTOLucid has rolled out an OTA update (UX 3.5) bringing wireless and wired Apple CarPlay and Android Auto to the Gravity SUV for North American owners now, with Europe and the Middle East to follow in late March. Both systems display on the Gravity's 6K Clearview Cockpit screen, addressing one of the most requested features from Lucid customers.JAECOO 8 UK SALES START IN MAYThe Jaecoo 8, a three-row flagship SUV, goes on sale in the UK in May priced from £45,500, using Chery's Super Hybrid System pairing a 1.5-litre turbo petrol with a three-speed auto for 422 bhp, 83 miles of electric-only range, and over 700 miles of combined range. Two trims are offered — Luxury (seven seats, £45,500) and Executive (six Nappa leather captain's chairs, £47,500) — with DC fast charging up to 40 kW for a 30–80% charge in about 20 minutes.EU EV PRICES FALL AS SMALL CARS RETURNAverage EU electric car prices dropped €1,800 to €42,700 in 2025 — the first decline since 2020 — driven by a surge in affordable B-segment BEVs like the Citroën ë-C3 and Renault 5, whose average segment prices fell 13%. T&E expects further price pressure in 2026 as Volkswagen Group prepares a small-car family including the ID. Polo, Cupra Raval, and Skoda Epiq, all targeting around €25,000.HONDA AXES THREE US EVSHonda has cancelled the 0 Series SUV, 0 Series Saloon, and Acura RSX for U.S. production, warning of losses up to ¥2.5 trillion ($15.8 billion) as it reverses its EV strategy amid rollbacks of U.S. fossil fuel regulations and removal of EV incentives. CEO Toshihiro Mibe said the priority is to "stop the bleeding," with operating losses now expected up to ¥1.12 trillion in the current fiscal year; the Sony-Honda Afeela brand is unaffected.VOLKSWAGEN SETS ID. POLO FROM €25,000Volkswagen will world-premiere the entry-level ID. Polo next month, starting at €25,000 and marking the first ID model to carry an established VW brand name. The range spans 37 kWh LFP and 52 kWh NMC battery options with outputs from 85 kW to 166 kW, and includes an R-Line (~€35,000, ~211 hp) and a GTI variant, with up to 450 km (280 miles) of WLTP range from the larger pack.ENEL COMPLETES 3,730 CHARGING STATIONSEnel has finished installing 3,730 EV charging stations across five Italian regions under the first tender of Italy's PNRR recovery plan, with each station offering two points capable of up to 90 kW each. The network is accessible via Enel's app or card and integrates with around 160 mobility service providers, with a further 1,200 stations already contracted under subsequent tenders.ELECTREON COMPLETES INDUCTEV ACQUISITIONElectreon has finalized its acquisition of U.S.-based InductEV, combining dynamic in-road wireless charging with InductEV's high-power stationary wireless charging for heavy-duty transit and freight. The merged portfolio now covers highway and urban corridor charging (LINE), burst charging at stops (DASH), depot charging (DOT), and heavy-duty freight charging (Ultra DOT).SCANDLINES STARTS BALTIC WHALE SERVICEScandlines launched the Baltic Whale on 10 March 2026, claiming it as the world's largest electric freight ferry in operation at 147 metres, running the 18.5 km Rødby–Puttgarden route carrying 66 freight units. Its 10 MWh battery can fully recharge in just 12 minutes via a dedicated 50 kV / 25 MW cable, with an automated docking tower connecting in 15 seconds, while a hybrid diesel mode reduces crossing time from one hour to 45 minutes.

Strategas' Chris Verrone, Requisite Capital's Bryn Talkington and Lauren Goodwin from New York Life Investments tell us what they're forecasting for stocks amid all the geopolitical uncertainty. Plus, OpenAI struck a deal with the Defense Department after the Pentagon cut ties with Anthropic. Plexo Capital's Lo Toney is an Anthropic investor – and he tells us what all this could mean for the future of the AI arms race. And, big news out of DraftKings' Investor Day today. Our Contessa Brewer sits down with the CEO to discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ben and Tom discuss the Citrini Report's hit to stocks, JP Morgan investor day, and 10% tariffs taking effect. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

This week, Barry and Ernest break down Alimentation Couche-Tard's strategy from their Investor Day as well as an update to Ferrari's EV strategy.0:00- Intro2:41 - How we are reacting to the sell-off10:34 - Incentives with AI 14:30 - Alimentation Couche-Tard's IR Day 23:50 - EV experience in Norway26:08 - Ferrari's earnings

Williams Companies' (WMB) youthful President and CEO Chad Zamarin gave an inspiring presentation to kick of their Investor Day last week. He described US energy infrastructure as a blessing, and natural gas as our competitive advantage. Zamarin traced the company's origins back to World War II, when German U-boats were sinking US ships transporting fuel […]

What is the status of Starbucks' turnaround?This week's episode of the Restaurant Business podcast A Deeper Dive features Mike Grams, the chief operating officer of the coffee shop giant.Grams joined us from a Starbucks Reserve location in New York City following the company's Investor Day presentation.He spoke extensively about the company's various plans to improve the operations inside the chain's coffeehouses.That includes the remodels the chain is making to make even the smallest locations friendlier for in-store customers. He also explains why that is important for a company that has mobile order, drive-thru and delivery.Grams discusses the chain's “Green Apron” service model and why that model both helps with manager morale as well as service time. He also gives an update on the chain's push to improve service times and what else the company plans to do to speed service.We also talk about Starbucks' expansion plans and why the company believes it can fit 5,000 more shops, at least, in the U.S.We're talking Starbucks on A Deeper Dive so please check it out.

Shawn O'Malley and Daniel Mahncke break down Doximity (ticker: DOCS), known as “the LinkedIn for doctors,” with a suite of productivity apps supporting physicians' workflows, too. Incredibly, 80% of physicians in the U.S. are on Doximity, giving them fertile real estate to monetize those eyeballs with high-margin advertising opportunities for pharma companies. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:00:22 - Why Doximity is so uniquely positioned to capitalize on pharmaceutical marketing 00:01:42 - How much of the U.S. health care system is still plagued by bureaucratic admin work, and the opportunity that creates for Doximity 00:03:40 - What makes Doximity's ecosystem so useful for physicians at all stages of their career 00:10:32 - Why Doximity uses subscription-based advertising options 00:25:26 - How the company protects doctors' privacy and saves them hours a week doing admin tasks with HIPAA-compliant generative AI tools 00:26:01 - How Doximity uses productivity tools to complement its social networking service 00:44:22 - The risks and moats of having a business so concentrated on one industry 00:56:17 - How to think about modeling DOCS' intrinsic value 01:02:36 - Whether Shawn and Daniel add DOCS to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for ⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter.⁠⁠⁠⁠⁠⁠ Shawn & Daniel use ⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠ for every company they research — use their ⁠⁠⁠⁠referral link⁠⁠⁠⁠ to get started with a 15% discount! Learn how to ⁠⁠⁠⁠join us⁠⁠⁠⁠ in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Check out Doximity Pitch on Value Investors Club. Doximity's 2023 Shareholder Presentation. Doximity's Investor Relations Page. Business Breakdowns' podcast on Doximity. Listen to Doximity's Investor Day. Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. 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.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Hello there! Welcome to Force Ghost Conversations. This podcast is your home for cozy, deep dives into all things Star Wars and Lucasfilm-adjacent properties. Each week, our host will be joined by fans, creators, and believers in the principles from the Galaxy far, far away to discuss the thematic elements from our favorite Lucasfilm properties. Without further adieu, it is time to gather around the campfire for some Force Ghost Conversations.First off, 250 episodes!?? What an accomplishment! With that, we're thrilled to welcome Greg Cass, aka EyeOnCanon, to discuss the infamous Disney Investor Day 2020 - five years later. What announcements came to fruition? What is stuck in development? Why did this event occur? We break it all down in this reflective episode.Topics Discussed Include:1. 19 Project Announced!? What's the Success Rate?2. Was it Irresponsible to Announce So Many Projects?3. What Lessons Can Be Learned From This Experience for the Industry?Support the show on Patreon - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.patreon.com/forceghostconversations⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you want to continue the conversation, please follow us at the following websites:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blue Sky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Threads⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Merchandise⁠⁠⁠⁠⁠⁠⁠⁠Today's guest is Greg Cass. You can find him online as EyeOnCanon. He is also frequently found on the Long Take Review and Breakfast Pack - Rebel Base Card podcasts. Be sure to support his work wherever you get podcasts.

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.

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.

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.

    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.

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

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

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

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.

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

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

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

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