Podcasts about Jefferies

Intrigued with visual rehabilitation and vision therapy ever since her second year of optometry school, Dr. Kristel Jefferies fell head over heels for the fascinating world of how we see. Since starting her career in 2013, Dr. Jefferies zeroed in on helping people with binocular vision disorders and behavioral vision issues—especially those recovering from concussions, like she once did herself. Whether it's guiding athletes to sharpen their game with sports vision training or helping kids with learning challenges like dyslexia or autism see the world a little clearer, Dr. Jefferies has dedicated her career to helping patients thrive. She's proud to have helped hundreds of people improve not just their vision, but their overall quality of life—and she's proud to have two Ottawa Valley, in Pembroke and Petawawa, as she is on a mission to make the world a clearer, brighter place—one set of eyes at a time.

Welcome back to another episode of the Hunt Lift Eat podcast where Carter is looking handsome as ever and Kerri is no longer homeless. We are stoked to have Nick Jefferies with Custom Antler Design out of Washington State. Nick is a seasoned hunter, having hunted since he was a young lad, served in the United States Marine Corps with multiple deployments to Fallujah, and found a calling for antler interior design that has grown into a full fledged business. 

Global yields spiking overnight as investors work through fresh JOLTS data and tariff developments: Carl Quintanilla and Sara Eisen broke down the latest moves alongside fresh Fed commentary and economic data top of the hour. Counselor to the Treasury Secretary, Joe Lavorgna joined the team to discuss it all – arguing the economy remains strong here – in addition to Jefferies Chief Market Strategist, and potential Fed contender David Zervos later on. Also in focus: what to do with Google shares after their big antitrust trial win… Why Evercore calls this a “clearing event” for the stock – and says you should buy the stock here.  Plus: hear Pfizer's official response to recent claims around their COVID vaccines… And a recap of August auto sales numbers – along with more on what could come next. 

Pre-IPO investments present great growth opportunities, but how can you navigate this high-stakes market successfully?   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Christine Healey, Founder of Healey Pre-IPO, who shares valuable insights into the complexities of pre-IPO trading, blending her experience in investment banking and brokerage. She emphasizes the growing need for professional guidance in the increasingly fragmented pre-IPO market and highlights the importance of building personal, trust-based relationships in the investment process. With her extensive global network and years of experience, Christine empowers clients to access and negotiate pre-IPO deals through a personalized approach, ensuring the best opportunities for success.   Key Takeaways: → Discover the common pitfalls buyers face in the pre-IPO market. → How a personalized concierge service enhances the pre-IPO experience. → Why working with a professional in pre-IPO trading is crucial. → The risks and rewards of investing in pre-IPO companies. → Insights on how global networks can influence local pre-IPO deals.   Christine Healey is the founder of Healey Pre-IPO, a service dedicated to providing personalized, high-quality pre-IPO brokerage services. With over $600 million in closed pre-IPO transactions, Christine has built a reputation for success in both the U.S. and APAC markets, including two years of experience working in Hong Kong. Her impressive career includes serving as a Portfolio Manager at Destiny (NYSE:DXYZ) and Senior Director at Forge (NYSE:FRGE), following her roles as an Investment Banker at Credit Suisse and Jefferies. A University of Chicago alumnus, Christine also boasts an extensive global network, including individuals, funds, platforms, service providers, and brokers. Known for her ultra-motivated, detail-oriented approach, Christine's focus is always on delivering superior client experiences with a personal touch, ensuring each transaction meets the highest standards of excellence.   Connect With Christine: Website Instagram LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Der DAX erholte sich nach dem Ausverkauf vom Dienstag um 0,5 % auf 23.641 Punkte. Von einer Trendwende sprechen Experten aber nicht - wichtig bleibt die Marke von 24.000. Der EuroStoxx50 stieg 0,7 % auf 5.330 Punkte. An der Wall Street legte die Nasdaq zu, Techwerte führten: Alphabet gewann nach einem Gerichtsurteil +8 %, Google muss weder Chrome noch Android verkaufen. Adidas sprang nach Hochstufung durch Jefferies auf "Buy" über 4 % an die DAX-Spitze, trotz gesenktem Kursziel von 220 Euro. Continental rutschte nach Abstufung durch Bernstein ab, die Deutsche Bank schließt eigene Übernahmen laut CEO Sewing aus. Chancen auf einen DAX-Aufstieg sehen Analysten für Gea und Scout24, während Porsche AG und Sartorius weichen könnten. Bei den Rohstoffen erreichte Gold ein Rekordhoch von 3.565,57 Dollar je Feinunze, Bergbauwerte wie Fresnillo (+7 %) und Endeavour Mining (+3 %) profitierten. Auch US-Werte wie Newmont und Barrick legten leicht zu. Ölpreise dagegen weiter schwach: Brent -2,2 % auf 67,62 Dollar, WTI -2,5 % auf 63,53 Dollar, belastet durch Opec+-Signale einer Produktionsausweitung. Steyr Motors baut seine Präsenz im Mittleren Osten mit einem neuen Standort in Dubai aus. Börsenweisheit des Tages: "Es ist nicht wichtig, wie groß der erste Schritt ist, sondern in welche Richtung er geht." - Jetzt GRATIS Eintrittskarte sichern für die Rohstoffmesse München am 3+4. Oktober: https://www.rohstoffmesse-muenchen.de

Mining commentator Will Jefferies joins Bill Woods for the News Hour.See omnystudio.com/listener for privacy information.

Following Nvidia's results, where can investors look for opportunity in the market? Jefferies lays out its playbook to capitalize on the recent momentum in small caps. Then the E.U. says it will remove tariffs on U.S. industrial goods. We have the latest from Washington. Plus, the CFO of Intel gives an update on the U.S. government's stake in the company. Saying Intel received $5.7B in cash from the U.S. government last night.

President Trump saying he's firing Fed Governor Lisa Cook; Lisa Cook firing back that he doesn't have the authority – and she's not stepping down. Carl Quintanilla, David Faber, and Michael Santoli broke down the latest developments in the story, before talking potential fallout with Jefferies Strategist and Fed Chair contender David Zervos. Plus: the outlook for stocks amid the volatility – and better-than-expected consumer confidence data… Nuveen's Chief Investment Officer joined the team with her take on the action.  Also in focus: a number of market movers in early trading… Interactive Brokers shares gaining on news it's joining the S&P 500: Chairman & Founder Thomas Peterffy discussed where he sees growth ahead in the business – and broader markets. Eli Lilly also in the green on new obesity pill data: hear more on how to play shares with an analyst forecasting big gains ahead. Plus: a deep-dive on how AI is impacting a big part of the finance industry – excel spreadsheets. Squawk on the Street Disclaimer

Sustainable Stock Picks for August 2025. Includes 12 articles featuring sustainable stock and green bond picks from mostly North America. By Ron Robins, MBA Transcript & Links, Episode 158, August 22, 2025 Hello, Ron Robins here. Welcome to my podcast episode 158, published on August 22, 2025, titled “Sustainable Stock Picks for August 2025.” Before I begin, I would like to inform you that I'm adjusting the release schedule for these podcasts. So, for the foreseeable future, this podcast will be released on the last Friday of every month. Hence, my next podcast will be on September 26th. This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 12 articles for you in this podcast! ------------------------------------------------------------- 12 Best Ethical Companies to Invest in 2025 The first article is by someone who has been on this podcast a few times. His name is Faheem Tahir, and his article is titled 12 Best Ethical Companies to Invest in 2025. It's found on fool.com. The methodology underlying his stock selection is fascinating and impressive. Here's some of what he has to say about it and brief quotes on each of his picks. “To curate our list of the 12 Best Ethical Companies to Invest in 2025, we used Ethisphere's list of ‘World's Most Ethical Companies'. Ethisphere's list relies on its Ethics Quotient, which evaluates companies based on their ethics, compliance, governance, and corporate responsibility across multiple criteria. We then used Insider Monkey's database to assess hedge fund sentiment on the shortlisted stocks. Finally, we ranked the stocks in ascending order based on the number of hedge funds holding stakes in the respective stocks as of Q1 2025. Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. (See more details here.) 12. Autodesk, Inc. (NASDAQ:ADSK) Number of Hedge Funds: 82 On July 23, Loop Capital started coverage on Autodesk with a ‘Hold' rating, setting a $320 price target… Autodesk is a global 3D design, engineering, construction, and entertainment software company, offers cutting-edge tools for everything from infrastructure to animation. 11. Workday, Inc. (NASDAQ:WDAY) Hedge Funds: 85 On July 14, 2025, Workday was selected by Seattle University as its partner… Serving global corporations, universities, and now, government entities, Workday offers AI-driven enterprise cloud applications, particularly for finance, HR, and student segments. 10. Eaton Corporation plc (NYSE:ETN) Hedge Funds: 85 Investor confidence is growing in Eaton Corporation with KeyBanc increasing its price target on the company from $355 to $410… The company has paid dividends every year since 1923… By designing and delivering electrical, hydraulic, and mechanical solutions, Eaton Corporation has made itself a leader in the intelligent power management solutions market, helping industries improve efficiency, safety, and sustainability. 9. Lam Research Corporation (NASDAQ:LRCX) Hedge Funds: 91 On July 21, 2025, UBS increased its price target on Lam Research Corporation from $95 to $120, maintaining a ‘Buy' rating… Lam Research Corporation, serving major foundries and integrated device manufacturers worldwide, manufactures advanced semiconductor processing equipment for chip production. 8. Intel Corporation (NASDAQ:INTC) Hedge Funds: 91 On July 24, 2025, Intel Corporation reported its financial performance for Q2, surprising Wall Street with a revenue of $12.86 billion that beat estimates of $11.92 billion. However, the company reported a net loss of $2.9 billion… Intel Corporation designs and manufactures computing products for tech companies worldwide. 7. Micron Technology, Inc. (NASDAQ:MU) Hedge Funds: 96 With rapid growth acceleration in the space economy, Micron Technology announced the launch of the industry's highest-density, radiation-tolerant SLC NAND flash memory on July 22, 2025. This memory chip is designed to survive space's harsh environment, marked by radiation, extreme temperatures, and vacuum pressure… Micron Technology is the only major U.S.-based memory maker, delivering advanced DRAM, NAND, and NOR solutions with its Micron and Crucial brands. 6. Pfizer Inc. (NYSE:PFE) Hedge Funds: 99 On July 24, 2025, Pfizer finalized the global licensing agreement with 3SBio, Inc…. Leveraging 3SBio's proprietary CLF2 platform, this innovative treatment enhances Pfizer's oncology pipeline and solidifies its competitive edge in cancer research… Operating globally, Pfizer discovers, develops, and sells biopharmaceuticals. 5. ServiceNow, Inc. (NYSE:NOW) Hedge Funds: 106 On July 23, 2025, ServiceNow reported financial results for Q2, beating guidance across all areas… On the same day as the earnings release, Jefferies increased its price target on ServiceNow from $1,025 to $1,150, maintaining a ‘Buy' rating. Stifel also increased its target to $1,200 on the same day. With its Now platform, ServiceNow offers a cloud-based solution for digital workflows globally. 4. Eli Lilly and Company (NYSE:LLY) Hedge Funds: 119 On July 18, Leerink Partners maintained its ‘Buy' rating on the company, citing growth potential through the GLP-1 receptor agonist (GLP-1RA) space… On the same day, Jefferies also maintained a ‘Buy' rating, setting its price target at $1,057… Operating globally, Eli Lilly and Company discovers, develops, and markets human pharmaceuticals. 3. Salesforce, Inc. (NYSE:CRM) Hedge Funds: 140 Salesforce is demonstrating a mixed performance as of the time of writing… Previously, on July 16, 2025, Citizens JMP maintained a ‘Market Outperform' rating on Salesforce with a price target of $430, citing future growth driven by the company's AI and cloud services. Offering Agentforce, Data Cloud, Salesforce Starter, and Tableau, Salesforce provides customer relationship management (CRM) technology, bridging companies and customers. 2. Mastercard Incorporated (NYSE:MA) Hedge Funds: 155 Ahead of its Q2 earnings, Truist decreased its price target on Mastercard Incorporated from $640 to $612, maintaining a ‘Buy' rating, reflecting its continued confidence in the stock… Mastercard Incorporated… offers transaction processing and other related products and services. 1. Visa Inc. (NYSE:V) Hedge Funds: 165 Truist Securities decreased its price target on Visa from $400 to $397, maintaining a ‘Buy' rating. Despite the price target reduction and recent underperformance of the fintech sector, the firm cited optimism regarding the company's strong fundamentals and promising outlook for the fintech sector. Visa is a global payment technology company, offering credit, debit, and prepaid card products, and VisaNet, a transaction processing network.” End quotes. ------------------------------------------------------------- Best Sustainable Companies to Own: 2025 Edition The second featured article is titled Best Sustainable Companies to Own: 2025 Edition. It's by Emelia Fredlick and Leslie P. Norton and seen on morningstar.com. (Note: follow the article link on this podcast episode's webpage to all 83 companies that Morningstar considers the best 2025 sustainable companies.) The article also highlights the three companies below. Here are some brief quotes from the authors. “Morningstar's research finds that the biggest ESG risk is in energy and utilities, with the smallest in technology and real estate. Morningstar Sustainalytics measures this with the Sustainalytics ESG Risk Rating… We didn't include valuations for these (83) companies. Rather, we focused on the criteria that set a company up for success in the long term. So, while not all these names can be considered a buy today, this can serve as a great watchlist… Data Source: Morningstar Direct as of Jun. 30, 2025. 1) RELX RELX UK-based RELX is a global provider of business information, analytics, and decision-making tools for professionals across industries. The firm generates revenue mainly by creating and selling access to curated information databases, analytics, and journals. Morningstar senior analyst Rob Hales assigns RELX a wide Morningstar Economic Moat Rating… Sustainalytics gives RELX an ESG Risk Management Rating of Strong. 2) Danaher DHR Danaher focuses primarily on manufacturing scientific instruments and consumables in the life science and diagnostic industries. The firm aims to accelerate core growth at acquired companies, including Cytiva (formerly GE Biopharma), by making research and development and marketing-related investments… Sustainalytics gives Danaher an ESG Risk Management Rating of Strong. Morningstar senior analyst Julie Utterback assigns Danaher a wide economic moat. 3) Keysight Technologies KEYS Keysight Technologies is the leader in communications testing and measurement solutions. We think it has the strongest and broadest communications testing capabilities in the market across hardware, software, and services. Its wide moat rating, according to Morningstar senior analyst William Kerwin, owes to ‘intangible assets in the design of test and measurement equipment and software and switching costs for its portfolio of solutions.' Because of Keysight's strong ESG reporting and oversight of ESG issues, Sustainalytics gives the company an ESG Risk Management Rating of Strong.” End quotes. ------------------------------------------------------------- Top Wind Energy Stocks That Will Drive Long-Term Portfolio Growth The last article I'm covering is by Avisekh Bhattacharjee, for Zacks, and found on nasdaq.com. It's titled Top Wind Energy Stocks That Will Drive Long-Term Portfolio Growth. Here are some quotes from his article. “As clean energy technologies evolve, they are set to capitalize on growth opportunities and provide lucrative investment prospects. Our Wind Energy Screen helps identify stocks with high growth potential in this dynamic sector. 1) Arcosa ACA is a well-known provider of infrastructure-related products and services that serve the energy, construction and transportation markets. The company's Engineered Structures business provides wind towers, utility structures and telecommunication structures for wind power generation, electricity transmission and distribution, and wireless communication markets. This Zacks Rank #2 (Buy) company's Engineered Structures business continues to witness strong demand for its wind towers and engineered structures. Arcosa, Inc. (ACA): Free Stock Analysis Report. 2) Dominion Energy D together with its subsidiaries, produces and transports energy in the United States… The company has a portfolio of nearly 30,300 MW of electric-generating capacity, 10,600 miles of electric transmission lines and 79,700 miles of electric distribution lines… By 2035, the Zacks Rank #2 company also intends to make zero and low-emitting resources accountable for 99% of its electric generation. Dominion Energy Inc. (D): Free Stock Analysis Report. 3) Brookfield Renewable Partners BEP owns and operates several renewable power generating facilities. The company's power generating portfolio is comprised of hydroelectric generating, wind facilities and natural gas-fired plants. It has operations in the United States, Canada and Brazil. The Zacks Rank #2 company's exposure in wind and utility-scale solar generation sectors has been enabling it to capitalize on the growing opportunities across the renewable power sectors, with high cash margins and minimum fuel input cost. Brookfield Renewable Partners L.P. (BEP): Free Stock Analysis Report. 4) DTE Energy DTE is a diversified energy company that develops and manages energy-related businesses and services. The company has been investing steadily to enhance its renewable generation assets… Notably, this Zacks Rank #3 (Hold) company plans to reduce carbon emissions of its electric utility operations by 65% in 2028, 85% in 2032 and 90% by 2040 from the 2005 level. DTE Energy Company (DTE): Free Stock Analysis Report.” End quotes. ------------------------------------------------------------- More articles with Sustainable Stock & Bond Picks for August 2025 from around the world. 1. Title: Three Stocks For The Global Energy Transition on finimize.com. By Blair Couper. 2. Title: Unlocking Sustainable Income: Why the CIBC Sustainable Canadian Core Plus Bond ETF is a Must-Have for Resilient Portfolios on ainvest.com. By Wesley Park. 3. Title: Kroger a Top Socially Responsible Dividend Stock With 2.0% Yield (KR) on nasdaq.com. By BNK Invest. 4. Title: Biblically Aligned Fixed Income: The Case for the Inspire Corporate Bond Impact ESG ETF (IBD) in a Shifting Market Environment on ainvest.com. By Isaac Lane. 5. Title: Green Bonds and Sustainable Income Generation: Assessing VanEck Green Bond ETF (GRNB) as a Monthly Distribution Play in a Decarbonizing World on ainvest.com. By Samuel Reed. 6. Title: Enphase Energy: A Best-In-Class Balance Sheet Positioned To Thrive As Rates Decline on seekingalpha.com. By Gustavo Ribeiro. 7. Title: Baker Hughes Named Top Socially Responsible Dividend Stock with 2.1% Yield on ainvest.com. Author name unavailable. 8. Title: This Company Could Be the Amazon of AI Infrastructure on fool.com. By Harsh Chauhan. 9. Title: 11 Best Alternative Energy Stocks to Buy Right Now on insidermonkey.com. By Neha Gupta. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “Sustainable Stock Picks for August 2025.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. As I mentioned earlier, the release schedule for these podcasts is changing. So, for the foreseeable future, this podcast will be released on the last Friday of every month. So, my next podcast will be on September 26th. See you then. Bye for now.   © 2025 Ron Robins, Investing for the Soul

Na jaren van van een gebrek aan beursgangen, gaat het over een paar weken gebeuren. Na de zomer komen er bedrijven naar de beurs. Dat verwachten ze bij Goldman Sachs. Alle groenen staan op sein in Europa, zeggen ze tegen het FD. Wij kijken deze aflevering wat dat voor jou als belegger betekent. Wat voor bedrijven komen er dan naar de Amsterdamse beurs bijvoorbeeld? En zijn dat ook aandelen die je moet hebben?Hebben we het ook over een mogelijke beursgang van webbrowser Chrome. Geen idee of dat gaat gebeuren, maar wél dat er ineens enorme interesse in het onderdeel van Google is. Een startup biedt 35 miljard dollar. Een ander (naar verluidt) 50 miljard. Wanneer gaat Google overstag?Over afscheid nemen gesproken: het was bekend dat president Trump af wil van Fed-baas Jerome Powell. Maar nu blijkt ook dat er een heel elftal aan mogelijke vervangers is. We bespreken de namen en wat je er van kan verwachten.Ook kan je verwachten dat dit in de uitzending zit: De Japanse beurs tikt een record aan, net als Amerikaanse indices. Is dat terecht? Trump wil dat Goldman Sachs z'n hoofdeconoom ontslaat Shell lijdt een pijnlijke nederlaag En China krijgt gelijk. Er zitten trackers in Amerikaanse chips... See omnystudio.com/listener for privacy information.

Na jaren van van een gebrek aan beursgangen, gaat het over een paar weken gebeuren. Na de zomer komen er bedrijven naar de beurs. Dat verwachten ze bij Goldman Sachs. Alle groenen staan op sein in Europa, zeggen ze tegen het FD. Wij kijken deze aflevering wat dat voor jou als belegger betekent. Wat voor bedrijven komen er dan naar de Amsterdamse beurs bijvoorbeeld? En zijn dat ook aandelen die je moet hebben?Hebben we het ook over een mogelijke beursgang van webbrowser Chrome. Geen idee of dat gaat gebeuren, maar wél dat er ineens enorme interesse in het onderdeel van Google is. Een startup biedt 35 miljard dollar. Een ander (naar verluidt) 50 miljard. Wanneer gaat Google overstag?Over afscheid nemen gesproken: het was bekend dat president Trump af wil van Fed-baas Jerome Powell. Maar nu blijkt ook dat er een heel elftal aan mogelijke vervangers is. We bespreken de namen en wat je er van kan verwachten.Ook kan je verwachten dat dit in de uitzending zit: De Japanse beurs tikt een record aan, net als Amerikaanse indices. Is dat terecht? Trump wil dat Goldman Sachs z'n hoofdeconoom ontslaat Shell lijdt een pijnlijke nederlaag En China krijgt gelijk. Er zitten trackers in Amerikaanse chips... See omnystudio.com/listener for privacy information.

David Kirtley, CEO of Helion Energy, talks with TITV Host Akash Pasricha about fusion power. We also talk with Brent Thill, Tech Sector Leader at Jefferies, about Palantir's earnings and AI's job impact, Merrill Lutsky, CEO of Graphite, about AI code review, Catherine Perloff about Google's "love-hate" ad relationship, and we get into AI's effect on investment banking with Aaron Holmes.Articles discussed on this episode: https://www.theinformation.com/articles/advertisers-quit-google-despite-complaints-traffic-adshttps://www.theinformation.com/articles/reflection-ai-targets-1-billion-take-meta-deepseek-open-sourcehttps://www.theinformation.com/articles/chatbots-eating-m-advisory-businesshttps://www.theinformation.com/articles/chatbots-eating-m-advisory-business TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.

Jefferies' Chief Market Strategist, David Zervos responds to the President's comments on who's still in the running to be the next Fed Chair. Plus why he says many on wall street have let "politically charged hostility take over their investment process." Then the CEO of Williams, handling around a third of U.S. natural gas transportation, weighs in on the regulatory environment and the possibility of a gas pipeline to New York City. And the CEO of Tanger is at Post 9. Breaking down the outlook for the consumer and the trends he's watching at his company's portfolio of outlet shopping centers.

Huge day of earnings kicks off with Microsoft and Meta. Markets react to the Fed with insight from Jefferies' David Zervos. Other earnings include Qualcomm, Robinhood, and Ford. Jefferies' Brent Thill and Constellation Research's Ray Wang break down the tech results. Ford CEO Jim Farley joins to the latest quarter plus Ford's EV strategy. 

Allen discusses NextEra Energy's growth potential amid the new tax bill, Equinor's financial setback in US offshore wind projects, and Statkraft's strategic shift due to falling electricity prices. Additional highlights include Wisconsin's approval of its first long-duration energy storage project, Jupiter Bach's facility expansion in Florida, and record electricity prices in the US power auction. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! US Renewable Energy Leader NextEra Energy says Trump's new tax bill will help the company grow despite concerns about renewable energy credits. The Florida energy giant told investors it can protect most of its wind and solar projects from losing tax credits under the One Big Beautiful Bill Act. NextEra President John Ketchum says the company is already building so many projects that it can lock in tax benefits through twenty twenty nine. Ketchum believes smaller energy companies will struggle to meet the new deadline of July fourth twenty twenty six. That will likely mean less competition and more business for NextEra. Of course, Wall Street analysts are skeptical. Analysts from Jefferies wrote there is a clear long-term challenge ahead for the company. NextEra has signed contracts for three point two gigawatts of new projects since April. And the company is also exploring nuclear energy and small modular reactors. Norwegian energy company Equinor is taking a nearly one billion dollar loss on its US offshore wind projects. The company reported a nine hundred fifty five million dollar impairment in the second quarter. Most of that money is linked to the Empire Wind project off New York and a marine terminal in Brooklyn. Equinor says regulatory changes in the United States have reduced future profits and increased costs for offshore wind projects. Despite the financial hit, Equinor says it is moving forward with Empire Wind One. The company also completed financing for two offshore wind projects in Poland. The company says it remains committed to growing its renewable energy business. Wisconsin regulators have approved the first long-duration energy storage project of its kind in the United States. Alliant Energy will build the Columbia Energy Storage Project using a new carbon dioxide battery system designed by Energy Dome. The project will provide enough electricity to power eighteen thousand Wisconsin homes for ten hours on a single charge. Raja Sundararajan from Alliant Energy says the project will strengthen the power grid and help meet growing energy needs. The Energy Dome system works by converting carbon dioxide gas into compressed liquid for storage. When electricity is needed, the liquid turns back to gas and powers a turbine. Currently Energy Dome has a system running in Italy. Construction in Wisconsin will begin in twenty twenty six and the project should be completed by the end of twenty twenty seven. The storage system is part of Alliant Energy's long-term plan to expand power generation with a balanced mix of energy sources. Norwegian energy company Statkraft took a three billion dollar hit on its wind power projects due to falling electricity prices. The company reported strong power generation in the second quarter but said lower prices in northern Norway and Sweden hurt profits. Statkraft President Birgitte Ringstad Vartdal says the company is refocusing its strategy after a period of high energy prices following the Russian war in Ukraine. The company is streamlining operations and focusing on fewer technologies and markets.

With an uptick in licensing deals and promising data emerging from China-based biopharmas, especially in oncology, it’s clear the country is poised to play a major role in life sciences for the foreseeable future. In this week’s episode of "The Top Line," we trace China’s ascent in R&D and drug discovery and examine how U.S. and European drugmakers are capitalizing on the momentum through a surge in licensing activity. Fierce Pharma’s Fraiser Kansteiner sits down with Mark Lansdell, director at Evaluate, to break down the policies fueling China’s growth, how global companies are engaging with Chinese assets and which modalities and indications are commanding the most attention. To learn more about the topics in this episode: China approves 4 new drugs, including a global first-in-class medicine With China approval, Lilly and Innovent's mazdutide breaks into new class for GLP-1 obesity drugs China biotechs ‘reshaping’ US biopharma as outlicensing deals rise 11%: Jefferies report China proposes shorter clinical trial reviews in efforts to accelerate drug development See omnystudio.com/listener for privacy information.

Casting for Mocap, Games & Animation with Jessica JefferiesIn this episode of High Notes, host, Melissa Thom, sits down with Jessica Jefferies, a casting director who specialises in motion and performance capture for video games.Jessica opens up about her transition from actor to casting director, the challenges she faced in the industry, and how performance capture continues to evolve. The conversation explores her unique career journey, the critical role of inclusivity in casting, and the growing influence of AI in the gaming world.She also offers valuable advice for aspiring voice and performance capture artists, and shares a sneak peek into current and upcoming projects. https://www.imdb.com/name/nm10955582/https://www.instagram.com/jessicajefferiescastinghttps://www.jessicajefferiescasting.co.uk/bioSubscribe to the BRAVA newsletter for news updates, training opportunities, and more from the world of business, acting and voice: https://www.brava.uk.com/subscribe00:00 Introduction and Guest Welcome00:58 Jessica Jeffries' Journey into Motion Capture03:52 Transition from Acting to Casting07:29 The Evolution and Excitement of Performance Capture09:12 Casting Insights and Advice for Actors20:05 The Importance of Inclusivity in Casting24:20 Training and Career Development for Aspiring Actors26:36 Balancing Work and Family Life29:54 Future Projects and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.

GE Aerospace (GE) sold off after the opening bell despite initially trading higher on strong earnings and raising its full-year outlook. PepsiCo (PEP) rallied to a 3-month high even though its net income is down and demand continues to show signs of weakness. Jefferies turns into a bear on Starbucks (SBUX) with a downgrade to underperform from hold. Diane King Hall takes investors through the morning's biggest movers.======== 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

Our Steve Liesman and Jefferies' David Zervos break down the political and market implications as Trump inches closer to firing Fed Chair Jerome Powel. Key earnings include United Airlines and Alcoa. Alcoa CEO Bill Oplinger joins exclusively to react to his company's quarterly numbers. Jim Paulsen of Paulsen Perspectives questions why markets aren't more rattled, and MoffettNathanson's Robert Fishman previews Netflix ahead of results. Plus, bond market moves with Rick Santelli, and Tim Seymour weighs in on global markets, Apple, and Diageo. 

In this episode of In the Tranches of Structured Finance, Vadim revisits the standout questions from dv01's recent consumer credit webinar with Jefferies, Upgrade, and Prosper—digging deeper into the state of the consumer, credit performance trends, origination behavior, and refinancing dynamics.Vadim also introduces dv01's new Closed-End Seconds Benchmark, spotlighting its relevance in today's housing affordability environment. Tune in for insights on:The correlation between origination volumes and credit performanceThe role of housing equity across income cohortsTrends in consumer unsecured refinancing and BNPL/home improvement lendingWhy second liens are seeing renewed investor interest post-GFCEarly performance signals in dv01's Closed-End Seconds BenchmarkSubscribe to our free research to stay up-to-date on the latest trends. Contact sales@dv01.co to learn how dv01 data can help you understand what's going on in the market, and to better analyze your whole loan portfolio and securitizations.

DoorDash (DASH) starts the day with a downgrade to a hold rating from Jefferies. Rick Ducat examines the food delivery stock's upward channel off of April-lows, but notes the downward trend in the RSI study. For recent options open interest, he points to a range between $230-$260 on the call side. Later, Tom White demonstrates a call vertical strategy and sells an example trade with a bearish lean.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Residential solar has had a rough couple of years. In 2024, the market contracted 31% and major companies like Sunpower and Titan went bankrupt. Now, only halfway through 2025, Sunnova and Mosaic have filed for bankruptcy, too. The market has suffered from low demand, high interest rates, and major policy changes like California's cuts to net metering.  So now that the One Big Beautiful Bill phases out key tax credits, what's next for the battered industry? In this episode, Shayle talks with Julien Dumoulin-Smith, who leads equity research for power, utilities, and clean energy at Jefferies. Shayle and Julien cover topics like: Why the IRA eased — but didn't solve — the troubled market's key challenges, like high interest rates, tax equity challenges, and intense competition How debt prevented companies from weathering rising input costs How the final version of the One Big Beautiful Bill avoided the worst case scenarios for residential solar Whether the bill will impact utility or residential solar more How the shift toward leasing will benefit  larger companies over small, local installers The impact of rising electricity prices Resources: Latitude Media: Sunnova's debt problem Latitude Media: Is residential solar poised for a comeback? Open Circuit: Does residential solar have a bad product? Catalyst: Could VPPs save rooftop solar? Latitude Media: SunPower is bankrupt. Competitors see opportunity Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com. Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.

Nvidia becomes the first company ever to hit a $4T valuation and the Nasdaq notched a record close. But is the rebound starting to feel stretched? Lori Calvasina of RBC joins with her take on positioning. Former USTR official Wendy Cutler on the latest trade headlines. Oppenheimer's Brian Schwartz on why he upgraded Microsoft and Jefferies' Sheila Kahyaoglu previews Delta's earnings.

While most of the U.S. was celebrating the 4th of July holiday, President Donald Trump was busy signing the One Big, Beautiful Bill into law. This wide-ranging tax law has a few implications for the biopharma industry, including expanded IRA exemptions for orphan drugs.  Looking ahead to the second half of 2025, BioSpace reviews some of the upcoming catalysts highlighted by Jefferies' “Halftime Show” report,including a highly anticipated Phase III readout for Eli Lilly's oral obesity candidate orforglipron and an eye on rare disease decisions under the “new” FDA.  Speaking of FDA decisions, this week kicked off with a surprise approval—that of KalVista's Pharmaceuticals' Ekterly for hereditary angioedema. The road to approval for Ekterly was not a smooth one, after the FDA delayed its target action date and Endpoints News reported that FDA Commissioner Marty Makary tried to have the application rejected.  More regulatory controversy is afoot as Health Secretary Robert F. Kennedy Jr. is facing yet another lawsuit. A group of medical organizations have sued Kennedy and other health leaders in an attempt to reverse Kennedy's recent decision to remove COVID-19 shots from the routine immunization guidelines for healthy children and healthy pregnant women. In other vaccine news, Kennedy endorsed the expanded use of RSV vaccines for people 50 through 59 years old who are at risk of severe disease—following the recommendation of the CDC vaccine advisory committee he turfed last month.  This seeming reversal of sentiment largely mirrors the Secretary's massive HHS overhaul, which has already seen several of these layoffs reversed. In ClinicaSpace this week, we take a deep dive into the numbers. Also in ClinicaSpace, we feature four therapies hanging tough in a troubled TIGIT space that has seen several companies burn billions of dollars on failed assets. And BrainStorm Cell Therapeutics is back in the news after signaling support for a Citizens' Petition submitted to the FDA requesting the approval of its cell therapy NurOwn, whose Biologics License Application was withdrawn in 2023.  Finally, in BioPharm Executive, we take a deep dive into the burgeoning longevity space and unpack the short-lived marriage between Novo Nordisk and Hims & Hers Health.   

H3 - July 4 2025 - "The Big Beautiful Bill Passes : Hakeem Jefferies record speech." "John Mason, Entertainment Lawyer about his experiences with Stars" " John Mason, talking about The Jackson 5 vs The Jacksons" " Everyone has a side hustle , giving thanks for the 4th , longevity hints"

We bespreken de impact van de positieve rapporten van Jefferies op de aandelen Melexis en Umicore. Huisanalist Ilse De Witte trekt daarnaast lessen uit het Amerikaanse banenrapport.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. 

James T. and Producer Aaron provide live updates concerning the inevitable passing of the Big Beautiful Bill, if only Hakeem Jefferies would shut up! Also, special Thursday editions of the Conservative Clown of the Week and the weekly Prayer. Plus, interviews with Jeff Ustch about the meaning of the 4th of July and an Indepth talk with Maricopa County Attorney Rachael Mitchell about the Morrison Ranch Marauders situation in Gilbert.

David Faber and Jim Cramer drilled down on two big stories from the world of mega-tech: Microsoft announced it is laying off about 9,000 employees worldwidein its latest round of job cuts, while Tesla saw its shares rise on the company's Q2 deliveries report. Also in focus: Big banks boost dividends and announce stock buybacks, a negative surprise in the ADP jobs report, Centene shares plummet and drag health insurers lower after the company pulls its guidance, Jefferies upgrades Apple to "Hold," Paramount's $16 million settlement with President Trump, OpenAI CEO Sam Altman vs. Meta's poaching, the group of tech stocks Cramer now calls "MNMs." Squawk on the Street Disclaimer

Scott Wapner and the Investment Committee debate the best way to play the markets as stocks hit new highs. Plus, Apple leads the Dow today and gets an upgrade from Jefferies, the desk discuss whether the tide is turning for the name. And later, we hit the latest Calls of the Day. Investment Committee Disclosures

Dan Nathan & Carter Worth break down the top market headlines and bring you stock market trade ideas for Wednesday, July 2nd --Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

First Solar (FSLR) and Sunrun (RUN) traded higher while other solar stocks opened more mixed after the Senate version of the "big, beautiful bill." Diane King Hall dives deeper into what's driving the wide price action. She also talks about the "magic back at the mouse house" after Jefferies upgraded Walt Disney (DIS). The firm sees the stock sailing strong on its cruise and entertainment industries. Diane later talks about a price target raise at Goldman Sachs (GS) as it hits a new all-time high.======== 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

Walt Disney (DIS) shares are on the move higher after an upgrade at Jefferies. Rachel Dashiell takes a look at the 1-year chart, pointing to a recent golden cross taking place in the 50-day & 200-day SMA studies. The only yellow flag in the chart? Rachel says there's a slight downward channel in the RSI study. On a longer 5-year chart, she still sees "a little magic in the Mouse House" and points to clearing a $124 weekly close as a key hurdle for the chart.======== 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

Notas del Show: • Wall Street avanza tras semana histórica: Futuros al alza: $SPX +0.4%, $US100 +0.6%, $INDU +0.6%. El S&P 500 y el Nasdaq cerraron el viernes en nuevos máximos. Se activaron acuerdos comerciales con Reino Unido y China, mientras EE.UU. busca sellar pactos con otros diez socios. El mercado también observa la reforma fiscal y el plazo del 9 de julio para nuevas tarifas. • Bancos superan test de estrés de la Fed: Las 22 principales entidades financieras demostraron fortaleza de capital incluso bajo escenarios severos. Esto permite dividendos y recompras por varios Billones. $WFC +2%, $BAC +1%, y ganancias moderadas para $JPM, $C y $MS. RBC calificó los resultados como “reconfortantes”. • Disney repunta por upgrade de Jefferies: $DIS sube tras recibir recomendación de compra, destacando resiliencia en parques, proyección positiva en cruceros para 2026 y expansión de márgenes en streaming. Jefferies elevó el precio objetivo de $100 a $144, citando impulso en reservas y fuerte calendario de contenidos. • Palantir y Accenture lanzan alianza federal de IA: $PLTR seleccionó a $ACN como socio preferente para implementar soluciones IA en agencias gubernamentales. Entrenarán a 1,000 profesionales para desarrollar sistemas de automatización y análisis financiero avanzados. Un inicio de semana con impulso alcista, catalizadores fiscales y una mirada a la transformación digital del sector público. ¡Imperdible!

This Day in Legal History: 26th AmendmentOn June 30, 1971, the Twenty-sixth Amendment to the United States Constitution was ratified, lowering the voting age from 21 to 18. This change was largely driven by the political and social pressures of the Vietnam War era, when young Americans were being drafted to fight at 18 but could not vote. The rallying cry “old enough to fight, old enough to vote” captured the public's attention and galvanized a national movement. Though proposals to lower the voting age had circulated for decades, the urgency escalated in the 1960s and early 1970s as anti-war sentiment intensified.Congress passed the amendment with overwhelming support, and it achieved ratification at an unprecedented pace—taking just over three months, the fastest in U.S. history. This amendment added a new section to the Constitution, explicitly prohibiting federal and state governments from denying the right to vote to citizens aged 18 or older based on age. The swift ratification reflected broad bipartisan consensus and mounting public pressure to align civic duties and rights.The legal shift represented a significant expansion of suffrage in the United States, enfranchising millions of young people. It was also a notable example of constitutional change in response to contemporary social conditions and activism. States were subsequently required to amend their laws and election systems to accommodate the younger electorate, which has since played a key role in shaping political outcomes.Global mergers and acquisitions (M&A) in the first half of 2025 grew in value, despite fewer overall deals, thanks to a surge in megadeals—particularly in Asia. Market uncertainties tied to President Trump's tariff initiatives, high interest rates, and geopolitical tension initially dampened expectations. However, confidence among bankers is rising, with many believing that the worst of the turbulence has passed. The U.S. equity markets, bolstered by record highs in the S&P 500 and Nasdaq, have helped restore optimism for stronger M&A activity in the second half of the year.Preliminary data show $2.14 trillion in global deals from January through June 27, a 26% increase year-over-year, driven in part by Asia's doubling in activity to nearly $584 billion. North America saw a 17% rise in deal value to over $1 trillion. Large deals, such as Toyota's $33 billion supplier buyout and ADNOC's $18.7 billion acquisition of Santos, helped drive Asia-Pacific's share of global M&A to over 27%. Meanwhile, fewer total deals—down to 17,528 from over 20,000 last year—were offset by a 62% rise in transactions worth over $10 billion.Eased antitrust policies in the U.S. and a drop in market volatility contributed to a more favorable environment. Investment bankers are now more optimistic, citing a strong pipeline for the second half and renewed IPO activity. Institutional investors are re-engaging, further fueling expectations of continued M&A momentum.Global M&A powered by larger deals in first half, bankers show appetite for megadeals | ReutersThe U.S. Supreme Court recently ruled to curtail the use of “universal” injunctions—orders that block government policies nationwide—marking a major legal victory for President Donald Trump. This decision limits the ability of individual judges to halt federal actions across the entire country, reinforcing that relief should generally only apply to the plaintiffs involved. The ruling, authored by Justice Amy Coney Barrett, aimed to rein in what some conservatives see as judicial overreach.However, this legal win may not help Trump implement one of his most controversial policies: an executive order seeking to deny birthright citizenship to U.S.-born children of non-citizen parents. Three lower court judges had already blocked the order, citing likely violations of the 14th Amendment. Although the Supreme Court narrowed the injunctions, it left room for opponents to pursue class-action suits or broader relief through state challenges.Legal scholars expect a wave of class-action cases and continued efforts by states and advocacy groups to block the order's implementation before the 30-day delay expires. States argue they need nationwide protection due to the administrative chaos such a policy would bring. Yet the Court declined to resolve whether states are entitled to broader injunctions, leaving that question to lower courts. If challengers fail to secure class-wide or state-level blocks, the executive order could go into effect unevenly across the country, creating legal confusion for families affected by it.Trump wins as Supreme Court curbs judges, but may yet lose on birthright citizenship | ReutersSenate Majority Leader John Thune is racing to meet President Donald Trump's July 4 deadline to pass a massive tax and spending bill, navigating deep divisions within the Republican Party. The $3.3 trillion legislation, which includes $4.5 trillion in tax cuts and $1.2 trillion in spending cuts, is facing resistance from at least eight GOP senators. Key disagreements center around healthcare funding, renewable energy subsidies, and the bill's fiscal impact, including a proposed $5 trillion debt ceiling increase.Senators like Thom Tillis and Rand Paul are opposing the bill, citing concerns over Medicaid cuts and fiscal irresponsibility. Tillis, recently freed from political pressure after announcing he won't seek reelection, is expected to vote no. With a slim margin for passage, Thune can afford to lose only three Republican votes, counting on Vice President JD Vance to break a tie.Market reactions have been mixed; renewable energy stocks dropped due to proposed cuts to wind and solar tax incentives. Meanwhile, moderates are pushing to preserve Medicaid benefits and clean energy credits, warning of political fallout if millions lose health coverage. Senators like Ron Johnson are pushing for deeper Medicaid cuts to reduce the bill's overall cost.Trump has not engaged in policy details but is pressuring lawmakers to deliver the bill on time, using social media to criticize dissenters. The Senate is set for a long amendment session, with the House potentially voting on the final version by Wednesday. Whether Thune can secure the needed votes remains uncertain as the July 4 deadline approaches.Trump Tax Bill Hits Senate With GOP Torn by Competing DemandsIn the aftermath of devastating wildfires in Los Angeles earlier this year, Wall Street firms are rushing to capitalize on a wave of lawsuits targeting utilities like Edison International and the Los Angeles Department of Water and Power. These fires, among the worst in U.S. history, destroyed over 12,000 structures and have spurred litigation that could result in tens of billions of dollars in damages. With law firms often operating on contingency fees and facing steep costs, many are turning to third-party litigation financing—a lightly regulated, fast-growing industry now valued at $16 billion in the U.S.Major financial players including Jefferies and Oppenheimer are brokering deals to provide multimillion-dollar loans to lawyers handling these complex cases. These loans, often subject to non-disclosure agreements, carry interest rates above 20% and are repaid only when the law firms recover damages. In addition to funding legal efforts, some investors are purchasing subrogation claims from insurers, betting on favorable court outcomes.California's legal doctrine of inverse condemnation makes it easier for plaintiffs to hold utilities liable without proving negligence, further enticing investors. While some attorneys refuse outside funding to preserve client interests, others argue that financing is essential for firms lacking deep capital reserves. Critics, including regulators and advocacy groups, are raising concerns about the opacity of the funding industry and the potential for conflicts of interest.Wall Street Backs Los Angeles Wildfire Lawsuits, Chasing Billions This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

Just-In Time Conversations: Jameka Jefferies Candidate for Mayor of Hamden by WNHH Community Radio

Shoot us a Text.Episode #1077: Today we're talking about Stellantis' cautious leadership shuffle, Tesla's Robotaxi rollout with safety monitors in the passenger seat, and how AI is quietly shaping the way we talk—even if we don't realize it.Antonio Filosa officially begins his tenure as Stellantis CEO, opting for continuity over disruption by retaining his North America role and promoting from within—a move that left investors wanting more.Filosa will remain based in Detroit and continue overseeing North America to stabilize performance in Stellantis' most troubled region.He trimmed direct reports to 16, down from 33 under Tavares, signaling a leaner leadership model.Key appointments include Scott Thiele as head of supply chain and Monica Genovese as head of purchasing, while all 14 brand chiefs—including Jeep, Fiat, and Maserati—stay in place.Stellantis shares are down 10% since his May appointment.Jefferies analysts dryly noted the split role “suggests that revamping Stellantis may not be a full-time job.”Tesla has officially launched its Robotaxi pilot in Austin, offering driverless rides to a select group of superfans. While early impressions are mostly positive, the rollout wasn't without its quirks—or a couple concerning errors.Service is live in a ~30-square-mile geofenced area of South Austin with limited weather, time, and destination constraints.There's a human “safety monitor” in the passenger seat with emergency controls—and remote teleoperators on standby.Notable fails include one vehicle veering into an oncoming lane mid-turn and another stopping mid-intersection to let out a passenger.Riders must use a separate “Robotaxi” app, distributed via Apple's TestFlight, but noted seamless syncing of personal Tesla profiles (like music) and a smooth ride experience on par with, or better than, current FSD builds.Content creator Chuck Cook praised the performance: “Quite advanced behavior… a more confident parking job than I've personally encountered in a Waymo.”As AI tools like ChatGPT increasingly shape our digital interactions, researchers are now tracking how those patterns are bleeding into how we actually talk with some surprising, and maybe unsettling, results.In academic YouTube videos, usage of words like “delve” and “adept” has jumped over 50% since ChatGPT's release.Spoken language is becoming more structured and emotionally muted—mirroring AI's formal tone.Researchers warn this shift erodes the authentic signals we use in speech, like stumbles and slang, which build human connection.The influence of “correct” AI-generated English is crowding out regional dialects, affecting who sounds credible in public discourse.“Delve is only the tip of the iceberg,” says Max Planck reseaJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Dr. John Sweetenham and Dr. Erika Hamilton highlight key abstracts that were presented at ASCO25, including advances in breast and pancreatic cancers as well as remarkable data from the use of structured exercise programs in cancer care. Transcript Dr. Sweetenham: Hello, and welcome to the ASCO Daily News Podcast. I'm your host, Dr. John Sweetenham. Today, we'll be discussing some of the key advances and novel approaches in cancer care that were presented at the 2025 ASCO Annual Meeting. I'm delighted to be joined again by the chair of the Meeting's Scientific Program, Dr. Erika Hamilton. She is a medical oncologist and director of breast cancer and gynecologic cancer research at the Sarah Cannon Research Institute in Nashville, Tennessee.  Our full disclosures are available in the transcript of this episode. Dr. Hamilton, congratulations on a fantastic meeting. From the practice-changing science to the world-renowned speakers at this year's Meeting, ASCO25 really reflected the amazing progress we're seeing in oncology today and the enormous opportunities that lie ahead of us. And thanks for coming back on to the podcast today to discuss some of these advances. Dr. Hamilton: Thanks, Dr. Sweetenham. I'm happy to join you today. It really was an impactful ASCO Annual Meeting. I probably am biased, but some great research was presented this year, and I heard lots of great conversations happening while we were there. Dr. Sweetenham: Yeah, absolutely. There was a lot of buzz, as well as a lot of media buzz around the meeting this year, and I think that's probably a good place to start. So I'd like to dive into abstract number LBA3510. This was the CHALLENGE trial, which created a lot of buzz at the meeting and subsequently in the media. This is the study that was led by the NCI Canada Clinical Trials Group, which was the first randomized phase 3 trial in patients with stage III and high-risk stage II colon cancer, which demonstrated that a post-treatment structured exercise program is both feasible and effective in improving disease-free survival in this patient group. The study was performed over a long period of time and in many respects is quite remarkable. So, I wonder if you could give us your thoughts about this study and whether you think that this means that our futures are going to be full of structured exercise programs for those patients who may benefit. Dr. Hamilton: It's a fantastic question. I think that this abstract did create a lot of buzz. We were very excited when we read it. It was highlighted in one of the Clinical Science Symposium sessions. But briefly, this was a phase 3 randomized trial. It was conducted at 55 centers, so really a broad experience, and patients that had resected colon cancer who completed adjuvant therapy were allowed to participate. There were essentially 2 groups: a structured exercise program, called ‘the exercise group,' or health education materials alone, so that was called just ‘the health education group.' And this was a 3-year intervention, so very high quality. The primary end point, as you mentioned, was disease-free survival. This actually accrued from 2009 to 2024, so quite a lift, and almost 900 patients underwent randomization to the exercise group or the health education group. And at almost 8 years of follow-up, we saw that the disease-free survival was significantly longer in the exercise group than the health education group. This was essentially 80.3% of patients were disease-free in exercise and 73.9% in the health education group. So a difference of over 6 percentage points, which, you know, at least in the breast cancer world, we make decisions about whether to do chemotherapy or not based on these kind of data. We also looked at overall survival in the exercise group and health education group, and the 8-year overall survival was 90.3% in the exercise group and 83.2% in the health education group. So this was a difference of 7.1%. Still statistically significant. I think this was really a fantastic effort over more than a decade at over 50 institutions with almost 900 patients, really done in a very systematic, high-intervention way that showed a fantastic result. Absolutely generalizable for patients with colon cancer. We have hints in other cancers that this is beneficial, and frankly, for our patients for other comorbidities, such as cardiovascular, etc., I really think that this is an abstract that deserved the press that it received. Dr. Sweetenham: Yeah, absolutely, and it is going to be very interesting, I think, over the next 2 or 3 years to see how much impact this particular study might have on programs across the country and across the world actually, in terms of what they do in this kind of adjuvant setting for structured exercise. Dr. Hamilton: Absolutely.  So let's move on to Abstract 3006. This was an NCI-led effort comparing genomic testing using ctDNA and tissue from patients with less common cancers who were enrolled in but not eligible for a treatment arm of the NCI-MATCH trial. Tell us about your takeaways from this study. Dr. Sweetenham: Yeah, so I thought this was a really interesting study based, as you said, on NCI-MATCH. And many of the listeners will probably remember that the original NCI-MATCH study screened almost 6,000 patients to assess eligibility for those who had an actionable mutation. And it turned out that about 60% of the patients who went on to the study had less common tumors, which were defined as anything other than colon, rectum, breast, non–small cell lung cancer, or prostate cancer. And most of those patients lacked an eligible mutation of interest and so didn't get onto a trial therapy. But with a great deal of foresight, the study group had actually collected plasma samples from these patients so that they would have the opportunity to look at circulating tumor DNA profiles with the potential being that this might be another way for testing for clinically relevant mutations in some of these less common cancer types. So initially, they tested more than 2,000 patients, and to make a somewhat complicated story short, there was a subset of five histologies with a larger representation in terms of sample size. And these were cholangiocarcinoma, small cell lung cancer, esophageal cancer, pancreatic, and salivary gland cancer. And in those particular tumors, when they compared the ctDNA sequencing with the original tumor, there was a concordance there of around 84%, 85%. And in the presentation, the investigators go on to list the specific mutated genes that were identified in each of those tumors. But I think that the other compelling part of this study from my perspective was not just that concordance, which suggests that there's an opportunity there for the use of ctDNA instead of tumor biopsies in some of these situations, but what was also interesting was the fact that there were several clinically relevant mutations which were detected only in the circulating tumor DNA. And a couple of examples of those included IDH1 for cholangiocarcinoma, BRAF and p53 in several histologies, and microsatellite instability was most prevalent in small cell lung cancer in the ctDNA. So I think that what this demonstrates is that liquid biopsy is certainly a viable screening option for patients who are being assessed for matching for targeted therapies in clinical trials. The fact that some of these mutations were only seen in the ctDNA and not in the primary tumor specimen certainly suggests that there's some tumor heterogeneity. But I think that for me, the most compelling part of this study was the fact that many of these mutations were only picked up in the plasma. And so, as the authors concluded, they believe that a comprehensive gene profiling with circulating tumor DNA probably should be included as a primary screening modality in future trials of targeted therapy of this type. Dr. Hamilton: Yeah, I think that that's really interesting and mirrors a lot of data that we've been seeing. At least in breast cancer, you know, we still do a biopsy up front to make sure that our markers, we're still treating the right disease that we think we are. But it really speaks to the utility of using ctDNA for serial monitoring and the emergence of mutations. Dr. Sweetenham: Absolutely. And you mentioned breast cancer, and so I'd like to dwell on that for a moment here because obviously, there was a huge amount of exciting breast cancer data presented at the meeting this year. And in particular, I'd like to ask you about LBA1008, the DESTINY-Breast09 clinical trial, which I think has the potential to establish a new first-line standard of care for metastatic HER2+ breast cancer. And that's an area where we haven't seen a whole lot of innovation for around a decade now. So can you give us some of the highlights of this trial and what your thinking is, having seen the results? Dr. Hamilton: Yeah, absolutely. So this was a trial in the first-line metastatic HER2 setting. So this was looking at trastuzumab deruxtecan. We certainly have had no shortage of reports around this drug, initially approved for later lines. DESTINY-Breast03 brought it into our second-line setting for HER2+ disease and we're now looking at DESTINY-Breast09 in first-line. So this actually was a 3-arm trial where patients were randomized 1:1:1 against standard taxane/trastuzumab/pertuzumab in one arm; trastuzumab deruxtecan with pertuzumab in another arm; and then a third arm, trastuzumab deruxtecan alone. And what we did not see reported was that trastuzumab deruxtecan-alone arm. But we did have reports from the trastuzumab deruxtecan plus pertuzumab versus the chemo/trastuzumab/pertuzumab. And what we saw was a statistically significant improvement in median progression-free survival, 26.9 months up to 40.7, so an improvement of 13.8 months, over a year in PFS. Not to mention that we're now in the 40-month range for PFS in first-line disease. Really, across all subgroups, we really weren't able to pick out a subset of patients that did not benefit. We did see about a 12% ILD rate with trastuzumab deruxtecan. That really is on par with what we've seen in other studies, around 10%-15%. I think that this is going to become a new standard of care in the first-line. I think it did leave some unanswered questions. We saw some data from the PATINA trial this past San Antonio Breast, looking at the addition of endocrine therapy with or without a CDK4/6 inhibitor, palbociclib, for those patients that also have ER+ disease, after taxane has dropped out in the first-line setting. So how we're going to kind of merge all this together is, I suspect that there are going to be patients that we or they just don't have the appetite to continue 3 to 4 years of trastuzumab deruxtecan. And so we're probably going to be looking at a maintenance-type strategy for them, maybe integrating the PATINA data there. But how we really put this into practice in the first-line setting and if or when we think about de-escalating down from trastuzumab deruxtecan to antibody therapy are some lingering questions. Dr. Sweetenham: Okay, so certainly is going to influence practice, but watch this space for a little bit longer, it sounds as though that's what you're saying. Dr. Hamilton: Absolutely.  So let's move on to GI cancer. Abstract 4006 reported preliminary results from the randomized phase 2 study of elraglusib in combination with gemcitabine/nab-paclitaxel versus the chemo gemcitabine/nab-paclitaxel alone in patients with previously untreated metastatic pancreatic cancer. Can you tell us more about this study? Dr. Sweetenham: Yeah, absolutely. As you mentioned, elraglusib is actually a first-in-class inhibitor of GSK3-beta, which has multiple potential actions in pancreatic cancer. But the drug itself may be involved in mediating drug resistance as well as in some tumor immune response modulation. Some of that's not clearly understood, I believe, right now. But certainly, preclinical data suggests that the drug may be effective in preclinical models and may also be effective in combination with chemotherapy and potentially with immune-modulating agents as well. So this particular study, as you said, was an open-label, randomized phase 2 study in which patients with pancreatic cancer were randomized 2:1 in favor of the elraglusib plus GMP—gemcitabine and nab-paclitaxel—versus the chemotherapy alone. And upon completion of the study, which is not right now, median overall survival was the primary end point, but there are a number of other end points which I'll talk about in just a moment. But the sample size was planned to be around 207 patients. The primary analysis included 155 patients in the combination arm versus 78 patients in the gemcitabine/nab-paclitaxel arm. Overall, the 1-year overall survival rate was 44.1% for the patients in the elraglusib-containing arm versus 23.0% in the patients receiving gemcitabine/nab-paclitaxel only. When they look at the median overall survival, it was 9.3 months for the experimental arm versus 7.2 months for chemotherapy alone. So put another way, there's around a 37% reduction in the risk of death with the use of this combination arm. The treatment was overall well-tolerated. There were some issues with grade 1 to 2 transient visual impairment in a large proportion of the patients. The most common treatment-related adverse effects with the elraglusib/GMP combination was transient visual impairment, which affected around 60% of the patients. Most of the more serious treatment-related adverse events included neutropenia, anemia, and fatigue in 50%, 25%, and 16% of the patients, respectively. So the early results from this study show a significant benefit for 1-year overall survival and for median overall survival with, as I mentioned above, a significant reduction in the risk of death. The authors went on to mention that the median overall survival for the control arm in this study is somewhat lower than in other comparable trials, but they think that this may be related to a more advanced disease burden in this particular study. Of interest to me was that right now: there is no apparent difference in progression-free survival between the 2 arms of this study. The authors described this as potentially indicating that this may be related in some way to immune modulation and immune effects on the tumor, which, if I'm completely honest, I don't totally understand. And so, the improvement in overall survival, as far as I can see at the moment, is not matched by an improvement in progression-free survival. So I think we probably need to wait for more time to elapse to see what happens with the study. And so, I think it certainly is an interesting study, and the results are intriguing, but I think it's probably a little early for it to actually shift the treatment paradigm in this disease. Dr. Hamilton: Fantastic. I think we've been waiting for advances in pancreatic cancer for a long time, but this, not unlike others, we learn more and then learn more we don't realize, so. Dr. Sweetenham: Right. Let's shift gears at this point and talk about a couple of other abstracts in kind of a very different space. Let's start out with symptom management for older adults with cancer. We know that undertreated symptoms are common among the older patient population, and Abstract 11002 reported on a randomized trial that demonstrated the effects of remote monitoring for older patients with cancer in terms of kind of symptoms and so on. Can you tell us a little bit about this study and whether you think this approach will potentially improve care for older patients? Dr. Hamilton: Yeah, I really liked this abstract. It was conducted through the Veterans Affairs, and it was based in California, which I'm telling you that because it's going to have a little bit of an implication later on. But essentially, adults that were 75 years or older who were Medicare Advantage beneficiaries were eligible to participate. Forty-three clinics in Southern California and Arizona, and patients were randomized either into a control group of usual clinic care alone, or an intervention group, which was usual care plus a lay health worker-led proactive telephone-based weekly symptom assessment, and this was for 12 months using the validated Edmonton Symptom Assessment System. So, there was a planned enrollment of at least 200 patients in each group. They successfully met that. And this lay health worker reviewed assessments with a physician assistant, who conducted follow-up for symptoms that changed by 2 points from a prior assessment or were rated 4 or greater. So almost a triage system to figure out who needed to be reached out to and to kind of work on symptoms. What I thought was fantastic about this was it was very representative of where it enrolled. There were actually about 50% of patients enrolled here that were Hispanic or Latinos. So some of our underserved populations and really across a wide variety of tumor types. They found that the intervention group had 53% lower odds of emergency room use, 68% lower odds of hospital use than the control group. And when they translated this to actual total cost of care, this was a savings of about $12,000 U.S. per participant and 75% lower odds of a death in an acute care facility. So I thought this was really interesting for a variety of reasons. One, certainly health care utilization and cost, but even more so, I think any of our patients would want to prevent hospitalizations and ER visits. Normally, that's not a fantastic experience having to feel poorly enough that you're in the emergency room or the hospital. And really showing in kind of concrete metrics that we were able to decrease this with this intervention. In terms of sustainability and scalability, I think the question is really the workforce to do this. Obviously, you know, this is going to take dedicated employees to have the ability to reach out to these patients, etc., but I think in value-based care, there's definitely a possibility of having reimbursement and having the funds to institute a program like this. So, definitely thought-provoking, and I hope it leads to more interventions. Dr. Sweetenham: Yeah, we've seen, over several years now, many of these studies which have looked at remote symptom monitoring and so on in this patient population, and many of them do show benefits for that in kinds of end points, not the least in this study being hospitalization and emergency room avoidance. But I think the scalability and personnel issue is a huge one, and I do wonder at some level whether we may see some AI-based platforms coming along that could actually help with this and provide interactions with these patients outside of actual real people, or at least in combination with real people. Dr. Hamilton: Yeah, that's a fantastic point.  So let's talk a little bit about clinical trials. So eligibility assessment for oncology clinical trials, or prescreening, really relies on manual review of unstructured clinical notes. It's time-consuming, it's prone to errors, and Abstract 1508 reported on the final analysis of a randomized trial that looked at the effect of human-AI teams prescreening for clinical trial eligibility versus human-only or AI-only prescreening. So give us more good news about AI. What did the study find? Dr. Sweetenham: Yeah, this is a really, a really interesting study. And of course, any of us who have ever been involved in clinical trials will know that accrual is always a problem. And I think most centers have attempted, and some quite successfully managed to develop prescreening programs so that patients are screened by a health care provider or health care worker prior to being seen in the clinic, and the clinical investigator will then already know whether they're going to be eligible for a trial or not. But as you've already said, it's a slow process. It's typically somewhat inefficient and requires a lot of time on the part of the health care workers to actually do this in a successful way. And so, this was a study from Emory University where they took three models of ways in which they could assess the accuracy of the prescreening of charts for patients who are going to be considered for clinical trials. One of these was essentially the regular way of having two research coordinators physically abstract the charts. The second one was an AI platform which would extract longitudinal EHR data. And then the third one was a combination of the two. So the AI would be augmented by the research coordinator or the other way around. As a gold standard, they had three independent oncology reviewers who went through all of these charts to provide what they regarded as being the benchmark for accuracy. In a way, it's not a surprise to me because I think that a number of other systems which have used this combination of human verification of AI-based tools, it actually ultimately concluded that the combination of the two in terms of chart accuracy was for the most part better than either one individually, either the research coordinator or the AI alone. So I'll give you just a few examples of where specifically that mattered. The human plus AI platform was more accurate in terms of tumor staging, in terms of identifying biomarker testing and biomarker results, as well as biomarker interpretation, and was also superior in terms of listing medications. There are one or two other areas where either the AI alone was somewhat more accurate, but the significant differences were very much in favor of a combination of human + AI screening of these patient charts. So, in full disclosure, this didn't save time, but what the authors reported was that there were definite efficiency gains, and presumably this would actually become even more improved once the research coordinators were somewhat more comfortable and at home with the AI tool. So, I thought it was an interesting way of trying to enhance clinical trial accrual up front by this combination of humans and technology, and I think it's going to be interesting to see if this gets adopted at other centers in the future. Dr. Hamilton: Yeah, I think it's really fascinating, all the different places that we can be using AI, and I love the takeaway that AI and humans together are better than either individually. Dr. Sweetenham: Absolutely.  Thanks once again, Dr. Hamilton, for sharing your insights with us today and for all of the incredible work you did to build a robust program. And also, congratulations on what was, I think, a really remarkable ASCO this year, one of the most exciting for some time, I think. So thank you again for that. Dr. Hamilton: Thanks so much. It was really a pleasure to work on ASCO 2025 this year. Dr. Sweetenham: And thank you to our listeners for joining us today. You'll find links to all the abstracts we discussed today in the transcript of this episode. Be sure to catch up on all of our coverage from the Annual Meeting. You can catch up on my daily reports that were published each day of the Annual Meeting, featuring the key science and innovations presented. And we'll have wrap-up episodes publishing in June, covering the full spectrum of malignancies from ASCO25. If you value the insights you hear on the ASCO Daily News Podcast, please remember to rate, review, and subscribe wherever you get your podcasts. Disclaimer: The purpose of this podcast is to educate and to inform. This is not a substitute for professional medical care and is not intended for use in the diagnosis or treatment of individual conditions. Guests on this podcast express their own opinions, experience, and conclusions. Guest statements on the podcast do not express the opinions of ASCO. The mention of any product, service, organization, activity, or therapy should not be construed as an ASCO endorsement.   More on today's speakers: Dr. John Sweetenham   Dr. Erika Hamilton @erikahamilton9   Follow ASCO on social media:  @ASCO on Twitter  ASCO on Bluesky  ASCO on Facebook   ASCO on LinkedIn     Disclosures:     Dr. John Sweetenham:     No relationships to disclose    Dr. Erika Hamilton: Consulting or Advisory Role (Inst): Pfizer, Genentech/Roche, Lilly, Daiichi Sankyo, Mersana, AstraZeneca, Novartis, Ellipses Pharma, Olema Pharmaceuticals, Stemline Therapeutics, Tubulis, Verascity Science, Theratechnologies, Accutar Biotechnology, Entos, Fosun Pharma, Gilead Sciences, Jazz Pharmaceuticals, Medical Pharma Services, Hosun Pharma, Zentalis Pharmaceuticals, Jefferies, Tempus Labs, Arvinas, Circle Pharma, Janssen, Johnson and Johnson   Research Funding (Inst): AstraZeneca, Hutchison MediPharma, OncoMed, MedImmune, Stem CentRx, Genentech/Roche, Curis, Verastem, Zymeworks, Syndax, Lycera, Rgenix, Novartis, Millenium, TapImmune, Inc., Lilly, Pfizer, Lilly, Pfizer, Tesaro, Boehringer Ingelheim, H3 Biomedicine, Radius Health, Acerta Pharma, Macrogenics, Abbvie, Immunomedics, Fujifilm, eFFECTOR Therapeutics, Merus, Nucana, Regeneron, Leap Therapeutics, Taiho Pharmaceuticals, EMD Serono, Daiichi Sankyo, ArQule, Syros Pharmaceuticals, Clovis Oncology, CytomX Therapeutics, InventisBio, Deciphera, Sermonix Pharmaceuticals, Zenith Epigentics, Arvinas, Harpoon, Black Diamond, Orinove, Molecular Templates, Seattle Genetics, Compugen, GI Therapeutics, Karyopharm Therapeutics, Dana-Farber Cancer Hospital, Shattuck Labs, PharmaMar, Olema Pharmaceuticals, Immunogen, Plexxikon, Amgen, Akesobio Australia, ADC Therapeutics, AtlasMedx, Aravive, Ellipses Pharma, Incyte, MabSpace Biosciences, ORIC Pharmaceuticals, Pieris Pharmaceuticals, Pieris Pharmaceuticals, Pionyr, Repetoire Immune Medicines, Treadwell Therapeutics, Accutar Biotech, Artios, Bliss Biopharmaceutical, Cascadian Therapeutics, Dantari, Duality Biologics, Elucida Oncology, Infinity Pharmaceuticals, Relay Therapeutics, Tolmar, Torque, BeiGene, Context Therapeutics, K-Group Beta, Kind Pharmaceuticals, Loxo Oncology, Oncothyreon, Orum Therapeutics, Prelude Therapeutics, Profound Bio, Cullinan Oncology, Bristol-Myers Squib, Eisai, Fochon Pharmaceuticals, Gilead Sciences, Inspirna, Myriad Genetics, Silverback Therapeutics, Stemline Therapeutics

Markets digest the Fed's latest signals after keeping rates unchanged with David Zervos of Jefferies and former Richmond Fed President Jeffrey Lacker. Our Eamon Javers reports on the latest from the Middle East, while Sassan Ghahramani of SGH Macro Advisors assesses how geopolitical risk is being priced. Mat Ishbia, UWM CEO, weighs in on the mortgage and rate outlook. Barbara Doran of BD8 Capital joins with her take on positioning for the back half of the year.

Despite mounting global tensions—from the Middle East to G7 trade diplomacy—the market grinds higher. Tony Roth of Wilmington Trust and Tim Urbanowicz of Innovator ETFs break down the resilience. Tech reclaims the spotlight in June. Tony Wang, Portfolio Manager at T. Rowe Price, weighs in on top picks. Former U.S. Ambassador to China Nicholas Burns joins to frame U.S.–China dynamics, G7 strategy, and Middle East risk and Jefferies' David Zervos previews a key Fed meeting this week.

Cincinnati needs more police officers according to Councilmember Mark Jefferies. He talks with Scott about where to find them to hire them, and how he plans to pay for them.

THIS WEEK! We discuss how The Second World War is still alive in our memories 80 years later. From how it changed in a historical perspective, to how movies have for better or worse kept the interest in the second world war alive. And how do far right movements such as Maga and other political parties compare to Hitlers Germany? Find out rhis week on «Well That Aged Well». With «Erlend Hedegart».Support this show http://supporter.acast.com/well-that-aged-well. Hosted on Acast. See acast.com/privacy for more information.

Docusign (DOCU) did not participate in Friday morning's market rally after it posted lower full-year billings in its earnings. Loop Capital bit into McDonald's (MCD) bull thesis by downgrading the stock from buy to hold. Urban Outfitters (URBN) traded lower despite getting an upgrade from Jefferies. Diane King Hall takes a look at Friday's market movers.======== 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

Bond yields fall after softer ADP employment data, setting the stage for Friday's jobs report. Our Rick Santelli breaks down the move, with Mike Santoli offering his take on what it means for markets. Adam Crisafulli of Vital Knowledge weighs in on jobs, the Fed, and the rate outlook. Earnings from Five Below, PVH, and MongoDB take center stage. Marko Papic of BCA Research discusses the implications of an expected Trump-Xi call on U.S.-China trade. Jim Paulsen joins to discuss the wave of strategists lifting their S&P 500 targets. Brent Thill of Jefferies and Gil Luria of DA Davidson go head-to-head in a CoreWeave valuation debate. 

Carl Quintanilla and Sara Eisen broke down the latest for stocks as UBS raises its recession odds – the OECD cuts growth estimates for the United States – and Chicago Fed President Goolsbee warns inflation could head higher from here. Jefferies David Zervos with the team to breakdown the market impact of it all – and why he says “the needle is moving” towards the bulls… That said, Goldman's Head of Corporate Credit Jonny Fine warning: keep an eye on the deficit if you're a long-term investor. Hear his read from the ground, this hour.  Also in focus: Constellation Energy a top gainer this morning after inking a new deal to power Meta's AI projects… The key details. Plus: the team caught up with the CEO of a different name, but similar story - Applied Digital's CEO, fresh off a $15B deal with Coreweave to host their AI datacenters.  Squawk on the Street Disclaimer

Nvidia front and center ahead of results after the bell: Carl Quintanilla, Sara Eisen, and David Faber discussed what to expect tonight with Wedbush's Dan Ives – and broke down the key reports of the morning when it comes to the consumer… In addition to extra color from the CEO of Abercrombie & Fitch, as shares surge on record Q1 sales from the name.  Plus: Could President Trump's policies dent the dollar's dominance? Former Goldman Asset Management Chairman Jim O'Neill arguing yes – hear his defense, this hour… Along with Jefferies' top picks within one sector they say could be a major winner in the AI revolution, and a deep-dive on Trump's promises to take Fannie Mae and Freddie Mac public.  Also in focus: A live read from the ground at Bitcoin 2025; Why Loop Capital says tariffs could be a good thing for Apple; and Family offices get bullish – the details.   Squawk on the Street Disclaimer

Markets braced for a massive after-hours earnings slate, including Salesforce, Nvidia, C3.ai, Synopsys, and Pure Storage. Nvidia dominated the agenda: analysis from Moor Insights & Strategy's Patrick Moorhead and CFRA's Angelo Zino while Byron Deeter of Bessemer discusses what Nvidia's print means for the broader AI and semis trade. Paul Hickey of Bespoke gives a read on sentiment as yields ticked higher. Jefferies' Brent Thill weighs in on CRM. 

Joining us for this episode is Leanne Jefferies, Vice President of Strategic Accounts at OEC. Leanne has been on the front lines of OEM certification for years and brings a unique perspective on how shops can not only achieve certification—but truly leverage it as a strategic business advantage. We'll talk about how certifications have expanded from luxury-only to mainstream, how they're adapting for the EV era, what the investment and ROI really look like, and how certified shops can better serve consumers, insurers, and their own teams. Connect with Leanne: Social: https://www.linkedin.com/in/leannejefferies/ OEC's Certified Repair Network (CRN): https://oeconnection.com/products/oec-certified-repair-network/ Collision Performance Network (CPN): https://oeconnection.com/products/cpn/ Canadian OEM Certification – Certified Collision Care:  https://certifiedcollisioncare.ca//canada Electric Vehicle Handling Qualified (EVHQ): https://oeconnection.com/products/evhq/ CRN Coaching:  https://oeconnection.com/products/quality-coaching/     This episode is sponsored by: asTech asTech is dedicated to safety, precision, and innovation in vehicle diagnostics. With industry-leading scanning and calibration solutions, asTech ensures every repair meets OEM standards, enhancing safety and customer satisfaction. Continuously testing and scanning new vehicles, asTech refines its technology to stay ahead of modern repair challenges. A tool stack covering 40+ brands and a network of 400+ ASE and I-CAR certified technicians provide fast, accurate diagnostics that maximize efficiency. asTech—driven by precision, powered by safety. Visit https://astech.com/ today or call 1-888-486-1166.

Big Tech has been surging this week, including Nvidia and Tesla. Gene Munster of Deepwater Asset Management breaks down the momentum across the sector.Coreweave and Cisco report. Evercore's Amit Daryanani breaks down Cisco's latest quarter. SuRo Capital's Mark Klein, a Coreweave shareholder, joins to discuss CoreWeave's first report as a public company. We also take a look at eToro's IPO and what it means for other companies considering going public.  Barbara Doran of BD8 Capital and Bob Doll of Nuveen unpack the market action and we look ahead to Walmart, reporting on Thursday, with Corey Tarlowe of Jefferies.