Podcasts about jnj

Self Created Valuation Boosts Apple Announces new Podcast push AI – A breakdown Playing them like a fiddle – Warner Brothers PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - A NEW CTP just announced - China releasing new AI models - AI - A breakdown - we are on overload - Big Employment news.... Markets - Self Created Valuation Boosts - Apple Announces new Podcast push - Playing them like a fiddle - Warner Brothers Quick Note - Going to rip up the playbook on something this week on TDI Podcast. Anyone who owns an annuity should listen to what is about to come on next Sundays show.....  No Agenda... Olympics - Anything to discuss? MONEY FOR ALL - The average tax refund is 10.9% higher so far this season, compared to about the same point in 2025, according to early filing data from the IRS. - The 2026 tax season opened Jan. 26, and the average refund amount was $2,290 as of Feb. 6, up from $2,065 about one year prior, the IRS reported Friday night. - As of Feb. 6, the total amount refunded was more than $16.9 billion, up 1.9% compared to last year, according to the IRS release. That figure reflects current-year returns only. - This is partly because there were excess-witholdings from last year on the rules changed and paycheck withholdings were not adjusted. This is a one time situation.. Emplyment - 4.3% - "Better" than expected payrolls number - A major revision was released last Wednesday. Overall 2025 job growth was much weaker than initially reported. The total net change for the full year 2025 was revised down from +584,000 jobs to just +181,000 jobs (seasonally adjusted) — an average of only about 15,000 jobs added per month instead of ~49,000. This made 2025 one of the weakest years for job creation in recent non-recession periods. - Employment levels were consistently overstated throughout 2025 by roughly 800,000 to over 1 million jobs, peaking around mid-year. For example: By March 2025, the level was revised down by 898,000. By December 2025 (preliminary), down by 1,029,000. - Monthly changes were also adjusted downward in most cases (e.g., August's originally reported -26,000 became a larger loss of -70,000; September's +108,000 became +76,000). - The revisions reflect normal annual benchmarking, but this one was unusually large (larger than the typical 0.2% average over the prior decade), likely due to factors like overestimation of business births or other data mismatches. - In short, the data reveals that the U.S. labor market in 2025 was significantly softer than the monthly headlines suggested at the time — job growth was overstated by a substantial margin, painting a picture of a much weaker employment picture for the year. AI Updates - While U.S. markets have been focused on the impact of Anthropic and Altruist's tools on software and financial services, China's tech giants have released AI models this week that have shown advancements in robotics and video generation. - Google is reporting that China's AI models are just MONTHS behind western models - However - is this progress? In a video demo, Alibaba showed a robot with pincers for hands that appeared to be able to count oranges, pick them up and place them in a basket. It was also shown taking milk out of a fridge. - Alibaba on Monday unveiled a new artificial intelligence model Qwen 3.5 designed to execute complex tasks independently, with big improvements in performance and cost that the Chinese tech giant claims beat major U.S. rival models on several benchmarks. - Zhipu AI — which trades as Knowledge Atlas Technology in Hong Kong said the model approaches Anthropic's Claude Opus 4.5 in coding benchmarks while surpassing Google's Gemini 3 Pro on some tests. - Shares of MiniMax also jumped Thursday after it launched its updated M2.5 open-source model with enhanced AI agent tools. Grok Update - Grok, Elon Musk's AI chatbot, has been gaining ground in the U.S. over the past months, data showed, even as it draws global censure and regulatory scrutiny after being used to generate a wave of non-consensual sexualized images of women and minors. - U.S. market share of the tool rose to 17.8% last month from 14% in December, and 1.9% in January 2025, according to data from research firm Apptopia. - Men are still the largest % users of Grok ~ 78% (down from 89% in April 2025) AI Market Share - ChatGPT's share slumped to 52.9% last month from 80.9% in January last year, while Gemini's grew to 29.4% from 17.3% over the same period. AI Market Share InfoGrapic and AI Understanding - Have we gone through this? - At its core, AI is technology that lets machines perform tasks that normally require human intelligence — things like understanding language, recognizing images, making decisions, or solving problems. - Modern AI (especially since ~2022) is dominated by machine learning — systems that learn patterns from huge amounts of data instead of being explicitly programmed rule-by-rule. - Inference is the "using" or "applying" phase of AI — when a trained model takes new input and produces an output / prediction / answer. Contrast with training (the "learning" phase): ------ Training ? Like a student studying for years: very compute-heavy, expensive, done once (or rarely) on massive servers/GPUs, adjusts billions of parameters based on examples. ------ Inference ? Like the student taking a test or doing their job: much faster, cheaper, runs on your phone/laptop/cloud, uses the fixed knowledge from training to respond instantly. - gentic AI takes regular AI (like chat models) to the next level: instead of just answering questions or generating text, these systems act autonomously to achieve goals with minimal human help. "Agentic" comes from "agency" — the ability to make decisions, plan, use tools, take actions, adapt, and even learn from results — like a smart digital employee rather than just a smart answer machine. AI Infographic Last AI Item - A shortage of memory chips is hammering profits, derailing corporate plans, and inflating price tags on various products, with the crunch expected to get worse. - The fundamental reason for the squeeze is the buildout of AI data centers, with companies like Alphabet and OpenAI buying up large shares of memory chip production, leaving consumer electronics producers fighting over a dwindling supply. - The resulting price spikes are causing concern, with some warning of "RAMmageddon" and others predicting that memory chip prices will go "parabolic", bringing lavish profits to some companies but painful prices to the rest of the electronics sector. Here is something: - Gallup will no longer track presidential approval ratings after nearly 90 years - Founded by George Gallup in 1935, the Washington, DC-based management company began tracking the president's job performance 88 years ago. - Gallup told USA TODAY it will no longer publish "favorability ratings of political figures," a decision it said "reflects an evolution in how Gallup focuses its public research and thought leadership." - Gallup said the ratings are now "widely produced, aggregated and interpreted, and no longer represent an area where Gallup can make its most distinctive contribution." - "Our commitment is to long-term, methodologically sound research on issues and conditions that shape people's lives," the company wrote, adding that its work will continue through the Gallup Poll Social Series, the Gallup Quarterly Business Review, the World Poll and more. - Seems like they are unable to SHAPE opinion due to social media etc.....? Apple Podcast Update - Big news! - Apple on Monday announced that it will bring a new integrated video podcast experience to Apple Podcasts this spring. - The move comes as video viewership continues to reshape podcasting. About 37% of people over age 12 watch video podcasts monthly, according to Edison Research. - The update brings Apple Podcasts more in-line with its competitors Spotify, YouTube and now Netflix, which have increasingly leaned into video podcasting. -“Twenty years ago, Apple helped take podcasting mainstream by adding podcasts to iTunes, and more than a decade ago, we introduced the dedicated Apple Podcasts app,” said Eddy Cue, Apple's senior vice president of Services, in a statement. “ - By bringing a category-leading video experience to Apple Podcasts, we're putting creators in full control of their content and how they build their businesses, while making it easier than ever for audiences to listen to or watch podcasts.” M&A - Texas Instruments Inc. has reached an agreement to buy Silicon Laboratories Inc. for about $7.5 billion, deepening its exposure to several markets for chips. - Silicon Labs investors will receive $231 in cash for each share of the company's common stock and the transaction is expected to close in the first half of 2027. - The transaction still needs to win approval by investors in Silicon Labs and shares of Silicon Labs surged by 51% to $206.48 after the announcement. Inflation - This helps - PepsiCo, will cut prices on core brands such as Lay's and Doritos by up to 15% following a consumer backlash against several previous price hikes, the snacks and beverage maker said on Tuesday after it topped fourth-quarter results. Miran - Moving - Federal Reserve Governor Stephen Miran is leaving his post as chair of the Council of Economic Advisers, CNBC has confirmed. - He joined the CEA in January 2025, but had been on leave from that post since last September when he filled the unexpired term of former Fed Governor Adriana Kugler.- He reamins on Fed board No Biggie???? - There are some astonishing cased being reported of Bad AI in the operating room - JNJ's TruDi Navigation System - Since AI was added to the device, the FDA has received unconfirmed reports of at least 100 malfunctions and adverse events. - At least 10 people were injured between late 2021 and November 2025, according to the reports. Most allegedly involved errors in which the TruDi Navigation System misinformed surgeons about the location of their instruments while they were using them inside patients' heads during operations. - Cerebrospinal fluid reportedly leaked from one patient's nose. In another reported case, a surgeon mistakenly punctured the base of a patient's skull. In two other cases, patients each allegedly suffered strokes after a major artery was accidentally injured. Cuba - The main airport has putt out a bulletin that they are out of Jet Fuel - Blackouts and lack of other fuels are creating big problems - No airlines have stopped running at this point, but many will as they cannot refuel - This is a bigger problem for cargo planes (supplies) that may not be able to risk flying to Cuba as they will not be able to get out. Dalio Warning -  Legendary investor Ray Dalio said on Tuesday the world was “on the brink” of a capital war. - He said central banks and sovereign wealth funds were already preparing for measures like foreign exchange and capital controls. - "When money is weaponized using measures like trade embargoes, blocking access to capital markets, or using ownership of debt as leverage." - “Capital, money, matters,” Dalio said Tuesday. “We're seeing capital controls … taking place all over the world today, and who will experience that is questionable. So, we are on the brink — that doesn't mean we are in [a capital war now], but it means that it's a logical concern.” - Could this be why gold and siver are being hoarded (physical assets over digital currency? - Is China's edict to banks to diversify away from US Treasuries a sign? Self Boosted Valuation - Waymo is aiming to raise about $16 billion in a financing-round that would value it at nearly $110 billion, Bloomberg News reported, citing people familiar with the matter. - Alphabet would provide about $13 billion to the autonomous driving firm while the rest would come from investors including Sequoia Capital, DST Global and Dragoneer Investment Group, the report added. - Soooooo - Waymo is a unit of Alphabet.... Alphabet providing 80% of the funding that boosts valuations..... Hmmmmmmmm Warner Brothers -  Warner Bros Discovery Inc is considering reopening sale talks with Paramount Skydance Corp after receiving its amended offer. - The Warner Bros board is discussing whether Paramount could offer a path to a superior deal, which may ignite a second bidding war with Netflix Inc. - Paramount submitted amended terms that addressed several concerns, including covering a fee owed to Netflix and offering to backstop a Warner Bros debt refinancing. Economics Coming Up - Short Week - plenty of Reports - Wednesday - Durable Goods, Housing Starts, Industrial Production, FOMC Minutes - Thursday - Philly Fed, Initial Claims - Friday: PCE, Personal Income and Spending, GDP for Q4 (3.6%) ----- New Home Sales, UMich Feb Final   Love the Show? Then how about a Donation? ANNOUNCING THE THE CLOSEST TO THE PIN for CATERPILLAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Silver, Gold and Crypto (oh my) Hang on – Wild ride here Superbowl, Olympics- Wait until you hear about the CAPex spending! Shakeup in Dietville PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Interactive Brokers  Warm-Up - Silver, Gold and Crypto (oh my) - Need a stock for CTP - Hang on - Wild ride here - Superbowl, Olympics- Wait until you hear about the CAPex spending! - Shakeup in Dietville Markets - Massive moved during the week - - Bitcoin clipped $60k before rebounding - DJIA tops 50,000 for the first time - Wait until you hear about the CAPex spending! - CAT == 1,100 points on the DJIA in 2026 Superbowl and Superbowl ads - Game review - Any ad stick out? - $10M per ad this year - Half Time with Bad Bunny? - Anthropic busting on OpenAi Last Week! - Massive moved - quick calc showed that about $1T was wiped from market caps in the sell-off, particularly in tech names. - HOWEVER - Friday alone is estimated to have added $1.5T to market cap AI Ripping Through - Plenty of names getting cooked over AI announcements - First it was the software companies - Now there are names in legal and finance that got clocked - Today - Altruist.ai can do tax planning and that hurt companies in financial space Earnings Season Update - Reporting so far: 59% of S&P 500 companies have reported Q4 2025 results. - Beat rate: 76% have topped EPS estimates (vs. 5-yr average: 78% (slightly lower) vs. 10-yr average: 76% (in line) - Magnitude of beats (aggregate): earnings are 7.6% above estimates vs. 5-yr average: 7.7% (about the same) vs. 10-yr average: 7.0% (a bit better) - Nothing great,  like Goldilocks Earnings Highlights - Palantir (PLTR): Reported strong Q4 results early in the week , beating estimates with revenue ~$1.41B (vs. ~$1.33B expected) and EPS $0.25 (vs. $0.23). Guidance for 2026 was upbeat (~61% revenue growth). Shares rallied sharply initially (~7–11% post-earnings), but gave back some gains amid broader tech volatility (e.g., down ~11–22% in parts of the week from peaks). - AMD: Reported mid-week, beating EPS (~$1.53 vs. lower expectations) with solid data center growth (~39%). However, Q1 guidance disappointed relative to high expectations in the AI chip space. Shares sank dramatically — down ~15–17% the next day, with some reports noting up to 20%+ drops at points, contributing to broader chip sector pressure. - Alphabet (GOOGL/GOOG): Reported beating on revenue (~$113.8B) and EPS (~$2.82), with strong core performance. But capex guidance for 2026 ($175–$185B, roughly double prior levels) sparked AI spending worries. Shares dipped post-earnings (down ~0.5–5% initially, flat to lower the next day, with some volatility pulling it below key moving averages). - Amazon (AMZN): Reported after hours on February 5, with mixed results — EPS ~$1.95 (narrow miss vs. ~$1.97 expected), but solid overall. The big negative was a surprise $200B capex forecast for 2026 (well above expectations), tied to AI/cloud buildout. Shares plunged sharply — down ~7–10% in after-hours/extended trading, with Friday moves around -5–8% in some sessions. Recent Tech CAPEX announcements - Amazon (AMZN) — Guided to approximately $200 billion in capex for 2026 (a massive jump from ~$125–131 billion in 2025, with ~80% likely AI-related per analyst commentary). This was the largest single-company figure and a major surprise, contributing heavily to the week's "wild" reactions. - Alphabet (GOOGL/GOOG) — Guided to $175–185 billion in capex for 2026 (roughly double the $91 billion spent in 2025, far above analyst expectations of ~$115–119 billion). Emphasis was on AI compute capacity, servers, data centers, and networking to meet demand for Gemini and cloud services. - Meta Platforms (META) — Guidance from late January (but heavily discussed last week): $115–135 billion for 2026 (up significantly from ~$70–72 billion in 2025, potentially an ~87% increase). - Microsoft (MSFT) — No new full explicit 2026 guidance in early February (fiscal year runs July–June), but recent quarterly run-rate and analyst projections put it around $97–145 billion (with some sources citing ~$105 billion or higher based on Q2 spending trends and signals of continued growth from prior levels of ~$88 billion in FY2025). ------!!!!Combined 2026 capex projected at $635–665 billion (low/high ends) or up to $650–700 billion in some reports — a ~60–74% increase from their collective ~$381 billion in 2025. Market Reaction from all of this.... - Markets were a bit spooked on the Anthropic announcement earlier in the week - software sold off and set a sour mood - Microsoft dumped pretty hard as the amount of spend was higher than anticipated, especially with some slower growth in Azure. - Amazon took a beating on the increased spend they anticipate *(extra by $50B) - BUT: Friday markets rallied as there was realization that the $200B spend by Amazon would seep into the economy and fuel infrastructure spending along with chips, tech etc. Other Earnings of Interest -  Reddit reported fourth-quarter earnings on Thursday in which the social media company beat on the top and bottom lines. - The company said it expects first-quarter sales to come in the range of $595 million to $605 million, which is higher than Wall Street expectations of $577 million. - Reddit also announced a $1 billion share repurchase program. - Reddit gets about $250 million a year from OpenAi and Google to have your data for training their LLMs While we are on the subject - Friday, DJIA hit 50,000 - first time ever! - Up 1,200 point of which approx 350 was from caterpillar and 280 was from Goldman Sachs Hats off to WalMart - Walmart Inc. shares pushed its market capitalization past $1 trillion on Tuesday for the first time ever| - Big transformation over the pst year - Walmart has maintained its appeal to households looking for value, its online offerings are drawing new, wealthier shoppers seeking convenience. Google Bond Offering - Issuing several tranches of bonds, denominated in Stirling - one as long as 100 years - Would you buy that? - The Google parent is set to raise $20 billion from a US dollar bond offering on Monday — more than the $15 billion initially expected — and is also pitching investors on what would be its first ever offerings in Switzerland and the UK. - The latter would include a rare sale of 100-year bonds, the first time a tech company has tried such an offering since the dotcom frenzy of the late 1990s Fat Profits in Dietville - Really interesting sequence of events happening... - Hims launches compounded pill at prices as low as $49 per month - Analysts cite questions on efficacy, legality of pill - Hims' move shifts focus from Novo's strong Wegovy pill launch - Broader obesity market whipsawed as pricing pressure rises THEN.. - Hims and Hers Health shares dive 14% after hours on Friday (Down 25% on Monday) - FDA cites concerns over quality, safety, federal law - The U.S. Food and Drug Administration said on Friday it would take action against telehealth provider Hims & Hers, for its $49 weight-loss pill, including restricting access to the drug's ingredients and referring the company to the Department of Justice for potential violations of federal law. AND.... - Eli Lilly last Wednesday posted fourth-quarter earnings and revenue and 2026 guidance that blew past estimates, as demand for its blockbuster weight loss drug Zepbound and diabetes treatment Mounjaro soars. - The pharmaceutical giant anticipates its 2026 revenue will come in between $80 billion and $83 billion. Analysts expected revenue of $77.62 billion, according to LSEG. - Meanwhile, NOVO had a really bad outlook that took the shares down 13% after the report. Japan Markets Soar - Japanese stocks jumped to a record high Monday, leading gains in the region after Prime Minister Sanae Takaichi won a landmark election victory. - The ruling Liberal Democratic Party captured a two-thirds supermajority in the 465-seat lower house, public broadcaster NHK reported. - Japan's Nikkei 225 jumped past 57,000 for the first time before paring gains to close 3.9% higher at 56,363.94, while the Topix also notched a record high, closing at 3,783.94, up 2.3%. Employment Report? - Government shutdown is forcing them to postpone again (Which is dumb) - Number due this Wednesday - Maybe because of this:U.S. employers announced 108,435 layoffs for the month, up 118% from the same period a year ago and 205% from December 2025. The total marked the highest for any January since 2009. - At the same time, companies announced just 5,306 new hires, also the lowest January since 2009, which is when Challenger, Gray & Christmas began tracking such data. - Also, job openings fell sharply in December to 6.54 million, to their lowest since September 2020. - Available jobs are down by more than 900,000 just since October. - NO! Ai and advancements in tech have noting to do with this! NO NO NO M&A - Texas Instruments Inc. has reached an agreement to buy Silicon Laboratories Inc. for about $7.5 billion, deepening its exposure to several markets for chips. - Silicon Labs investors will receive $231 in cash for each share of the company's common stock and the transaction is expected to close in the first half of 2027. - The transaction still needs to win approval by investors in Silicon Labs and shares of Silicon Labs surged by 51% to $206.48 after the announcement. Inflation - This helps - PepsiCo (PEP.O), opens new tab will cut prices on core brands such as Lay's and Doritos by up to 15% following a consumer backlash against several previous price hikes, the snacks and beverage maker said on Tuesday after it topped fourth-quarter results. Miran - Moving - Federal Reserve Governor Stephen Miran is leaving his post as chair of the Council of Economic Advisers, CNBC has confirmed. - He joined the CEA in January 2025, but had been on leave from that post since last September when he filled the unexpired term of former Fed Governor Adriana Kugler.- He reamins on Fed board No Biggie???? - There are some astonishing cased being reported of Bad AI in the operating room - JNJ's TruDi Navigation System - Since AI was added to the device, the FDA has received unconfirmed reports of at least 100 malfunctions and adverse events. - At least 10 people were injured between late 2021 and November 2025, according to the reports. Most allegedly involved errors in which the TruDi Navigation System misinformed surgeons about the location of their instruments while they were using them inside patients' heads during operations. - Cerebrospinal fluid reportedly leaked from one patient's nose. In another reported case, a surgeon mistakenly punctured the base of a patient's skull. In two other cases, patients each allegedly suffered strokes after a major artery was accidentally injured. Cuba - The main airport has putt out a bulletin that they are out of Jet Fuel - Blackouts and lack of other fuels are creating big problems - No airlines have stopped running at this point, but many will as they cannot refuel - This is a bigger problem for cargo planes (supplies) that may not be able to risk flying to Cuba as they will not be able to get out. Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

En esta edición de No Hay Derecho abordaremos, entre otros temas: - Óscar Arriola insiste en que cifras de homicidios en el 2026 es menor al de años anteriores pese a que estadística demuestra lo contrario. - Las amigas de José Jerí: obtienen órdenes de hasta S/11 mil tras visitarlo en su despacho. - Fuerza Popular: Tomás Gálvez no apeló sentencia que rechazó declarar ilegal el partido de Keiko Fujimori. - JNJ maltrata a fiscal supremo Pablo Sánchez al publicar pequeños extractos de la audiencia del proceso de ratificación. - Tomás Gálvez revela que José Jerí entregará su teléfono a la Fiscalía. - Caso Cayara: Jueces sí aplicaron la ley que prescribe delitos de lesa humanidad y el fallo del TC que la ratifica. - Corte Suprema rechaza amenazas de Rospigliosi contra magistrados: “Condicionar decisiones judiciales destruye la justicia". - Keiko Fujimori afirma que la Fiscalía dañó la democracia con investigaciones a líderes políticos y los culpó de la muerte de Alan García. - Exclusiva: El día de la Amistad Perú - China.

En esta edición de No Hay Derecho abordaremos, entre otros temas: - Familiares de pacientes con enfermedades raras o huérfanas denuncian desabastecimiento de medicamentos que ponen en riesgo sus vidas. - Influencer de programa deportivo por streaming hace comentarios racistas contra “Pol Deportes”. - Gobierno de José Jerí aplaza por segunda vez la creación del Plan Nacional de Seguridad Ciudadana. - Asociación de familiares de víctimas de las matanzas del 2022 y 2023 piden al Gobierno parar con intervenciones policiales en su recorrido hacia Lima. - JUSDEM rechaza la decisión de la JNJ de destituir a Delia Espinoza. - Keiko Fujimori propone acciones de rastrillaje en viviendas por parte de las FF. AA. y la PNP como medida para reducir la delincuencia. - José Jerí: presentan oficialmente moción de vacancia presidencial por reuniones con empresario chino. - Condenan a la procuradora general del Estado María Caruajulca por el delito de abuso de autoridad. - JNJ rechaza pagarle la defensa legal a Gino Rios por proceso seguido por el CAL. - Exclusiva: Los otros empresarios chinos que visitan Palacio de Gobierno.

En esta edición de No Hay Derecho abordaremos, entre otros temas: - Carlos Zambrano, Sergio Peña y Miguel Trauco son denunciados por presunto abuso sexual a joven argentina. - Operan a oscuras: médicos denuncian apagón en el Hospital del Niño en Breña y afectación en la UCI de Pediatría. - Las cifras irreales de José Jerí: estadística sobre seguridad ciudadana está sesgada. - Delia Espinoza a un paso de ser destituida. - JNJ no ratifica a Pablo Sánchez como fiscal supremo: sin argumentos entidad cuestiona su desempeño en la Fiscalía. - Tomás Gálvez archiva investigación contra Patricia Benavides y miembros de la JNJ. - José Jerí dice que sus enemigos provienen de los penales.

En esta edición de No Hay Derecho abordaremos, entre otros temas: - Tomás Gálvez defiende desactivación de los Equipos Especiales Lava Jato, Cuellos Blancos, Eficcop y Eficavip. - Deudos anuncian protestas tras desactivación del equipo fiscal que investigaba muertes en manifestaciones. - Tomás Gálvez confirma la creación de una comisión para reorganiza el Ministerio Público. - María Teresa Cabrera juró como presidenta de la JNJ. - Trump anuncia que Venezuela le entregará hasta 50 millones de barriles de petróleo. - Gobierno propone norma que modifica ley agraria para beneficiar también a la industria alimentaria. - Denuncian a congresista Kira Alcarraz por agredir a fiscalizador del SAT. - Exclusivo: Los argumentos de Tomás Gálvez para desactivar los equipos especiales

Aldo Vásquez, expresidente de la JNJ, conversa con Glatzer Tuesta en No Hay Derecho de Ideeleradio. No Hay Derecho en vivo de lunes a viernes, desde las 7 a. m., por el YouTube y Facebook de Ideeleradio.

En esta edición de No Hay Derecho abordaremos, entre otros temas: - Asesinan a hombre en la avenida Grau en el Centro de Lima: intentó huir al ser interceptado en su vehículo. - Premier Ernesto Álvarez señala la extorsión como virtud de Trujillo: "Aquí nació". - Óscar Arriola, jefe de la PNP, respalda a coronel implicado en robo de medio millón de soles: “Trabaja 23 horas y media”. - Congreso buscan ampliar dos años el Reinfo y el retorno de 50 mil mineros ilegales. - Daniel Urresti seguirá en prisión: Poder Judicial inaplicó ley de lesa humanidad por caso Hugo Bustíos. - Caso Truko: PNP estará a cargo de la investigación preliminar contra suboficial Luis Magallanes por tentativa de homicidio contra amigo de rapero. - Congreso: SAC aprueba inhabilitar a fiscales Delia Espinoza, Juan Carlos Villena, Pablo Sánchez y Zoraida Ávalos. - Todos los desinformadores a una contra IDL-Reporteros. - Comisión de reforma del sistema de justicia aprobó informe final que plantea eliminar la JNJ. - Caso Frigoinca: Fiscalía allana inmuebles y señala a hermano de César Acuña por presunto tráfico de influencias. - Congreso no logra inhabilitar a Betssy Chávez por intento de golpe de Estado. - Presidente del Congreso Fernando Rospigliosi se burla de cartas notariales enviadas por Delia Espinoza y Zaida Arias. - Aníbal Quiroga critica acción de amparo presentada contra elección de los miembros de la JNJ. - Gerente de seguridad ciudadana de Miraflores renuncia durante consejo en vivo tras tensiones con alcalde Carlos Canales. - Exclusivo: Partidos políticos sancionados por ONPE.

Some of Jon Stewart's hilarious commentary about the shutdown, layered with JnJ's commentary about Stewart's commentary... See omnystudio.com/listener for privacy information.

En esta edición de No Hay Derecho abordaremos, entre otros temas: - José Jerí destaca nueva forma de gobernar, pero reconoce que no ha cumplido el objetivo de combatir la delincuencia. - Delia Espinoza regresa como fiscal de la nación: Poder Judicial da dos días a la JNJ para reponerla en el cargo. - Junta de Fiscales Supremos mantiene en suspenso la permanencia o no de los equipos especiales. - Fiscales cesadas de su cargo apuntan contra el fiscal de la nación, Tomás Gálvez. - Jueces latinoamericanos rechazan a Rospigliosi por decir que "hay que limpiar el sistema judicial". - Rafael López Aliaga dice estar en contra de la Bicameralidad, pero también postula al Senado. - Dina Boluarte reaparece en audiencia y afirmó que nunca usó el cargo de presidenta para evadir las investigaciones. - Afiliado a Fuerza Popular estuvo a cargo de Oficialía Mayor cuando retiraron cámara del Congreso para mitin de Keiko Fujimori. - Mesa Directiva definirá si Zaira Arias ingresa al Parlamento, afirma Fernando Rospigliosi. - IPSA emite un llamado a la unidad para detener la minería ilegal en Alto Nanay. - Reportaje: La justicia comunal en Cajamarca - Exclusivo: Ulises Villegas, Somos Perú y la presunta vulneración al principio de neutralidad.

In this week's episode of Dividend Talk we kick off with Kimberly-Clark's surprise move to buy Kenvue, asking if it's a smart acquisition or a future balance-sheet headache. Then we review Q3 earnings from Novo Nordisk, Wolters Kluwer, and Ahold Delhaize, three European dividend powerhouses facing very different challenges.Novo Nordisk's obesity drugs, valuation reset, and dividend safety dominate the discussion, while Wolters Kluwer's high-PE sell-off and the impact of AI on research businesses spark debate on fair value and buybacks. We also look at Snap-on's double-digit dividend hike and Simon Property Group's steady income growth for REIT investors.Later, we revisit our “Monthly Dividend Portfolio” challenge from 2022, checking how picks like Altria, AbbVie, Johnson & Johnson, Realty Income, Shell, and Texas Instruments performed with lessons on dividend growth, yield, and diversification.In the listener Q&A, we cover:Dividend tax strategies and EU exit taxes How to handle rising wealth taxes as a dividend investor Fair-value analysis vs Morningstar valuations Our take on Volkswagen, General Mills, GreenCoat UK, ExxonMobil vs Chevron, and the global renewable-energy transition Thoughts on Unilever's upcoming Magnum spinoff SEE YOU ON THE INSIDE!!Tickers discussed: KMB, KVUE, NVO, LLY, PFE, WKL.AS, AD.AS, SNAP-ON, SPG, MO, ABBV, JNJ, O, TXN, SHEL, GIS, XOM, CVX, UKW.LJoin us:[Facebook] – Https://www.facebook.com/groups/dividendtalk⁠[Twitter] – @DividendTalk_ , @European_DG[Discord] – ⁠https://discord.gg/nJyt9KWAB5⁠[Premium Services] – ⁠https://dividendtalk.eu/download-your-free-samples/⁠[Malmo Meetup] – ⁠https://t.co/STgV1nMWKj

2025 has been quite the year for consumer brands, but not in a good way. The industry writ large has underperformed for the past three years and many of the worlds largest consumer brand companies are resorting to mergers & acquisitions, asset sales, and spin offs to rejuvenate their prospects. The team looks at this as well as checking how frothy the AI market looks to the Federal Reserve chairman. Tyler Crowe, Lou Whiteman, and Rachel Warren discuss: - Kimberly-Clark's deal to acquire Kenvue - The numerous portfolio shakeups in consumer brands - Jerome Powell's comments on AI bubbles - What AI businesses are thriving vs those spinning their wheels Companies discussed: NVDA, AMXN, MSFT, GOOG, META, KMB, KVUE, JNJ, KHC, UL, NSRGY, PEP, K, DKS, PNG Host: Tyler Crowe Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

En esta edición de No Hay Derecho abordaremos, entre otros temas: - Gobierno promulga ley contra extorsión en medio de tensiones por paro de transportistas. - Premier Ernesto Álvarez indica que continuidad del jefe del Inpe está en evaluación pese a denuncia de presunto cobre de coima. - Fuerza Popular busca declarar inimputables a policías denunciados por las muertes en protestas 2022-2023. - Suspendida fiscal de la nación Delia Espinoza insiste en que investigaciones en su contra se debe a una venganza por parte de la JNJ. - Betssy Chávez se encuentra asilada en embajada de México y Perú rompe relaciones con ese país, confirmó canciller Hugo de Zela. - Fiscalía inicia nueva investigación por caso esterilizaciones forzadas durante el gobierno de Alberto Fujimori. - Jefe del Gabinete Ernesto Álvarez cuestiona a ONGs que se oponen al proyecto minero Tía María. - Exclusiva: La historia de la cámara del Congreso que se usó en un mitin de Keiko Fujimori.

Escucha aquí la opinión de Glatzer Tuesta, conductor del programa No Hay Derecho. En esta edición de No Hay Derecho abordaremos, entre otros temas: - Corte IDH insta a jueces a desacatar leyes de amnistía e impunidad del Congreso. - Estado emergencia: presidente José Jerí recorre las calles del Callao mientras en Carabayllo matan a policía. - Pleno del Congreso otorga el voto de confianza al gabinete de Ernesto Álvarez. - Asesora de José Jerí, que estuvo en fiesta COVID, es nombrada en PCM. - Otra cuestionada designación: Mininter nombra como jefe de la DIGEMIN a general PNP investigado por muertes en protestas del 2022 y 2023. - JNJ no repone a Delia Espinoza como fiscal de la nación y se niega a cumplir fallo del Poder Judicial - Exclusiva: El Congreso y la ampliación del Reinfo.

S&P Futures are surging this morning as President Trump softens his tone toward China, helping ease some of last week's trade tensions. Over the weekend, China clarified that its rare earth export rules are regulatory, not restrictive, adding more calm to global markets. The U.S. government shutdown continues with little progress to report, and bond markets are closed for the Columbus Day holiday. Today marks the start of the Oracle AI World Summit and the kickoff of third-quarter earnings season — with Fastenal releasing results this morning and a packed lineup ahead from DPZ, C, GS, WFC, JNJ, and JPM. Tune in for this morning's Trade Talk as we break down what's driving the markets higher and what to watch as earnings season unfolds.

En esta edición de No Hay Derecho abordaremos, entre otros temas: - Juez Chávez Tamariz declara inaplicable la ley de amnistía al prófugo ex jefe político militar de Ayacucho, Fernández Dávila. - Dina Boluarte insiste en críticas contra la Corte IDH y dice que Perú seguirá evaluando permanencia en el SIDH. - PCM y TC se suman a críticas contra la Corte IDH. - Delia Espinoza: Presentan denuncia constitucional contra fiscal de la Nación por desacato a la JNJ. - Dina Boluarte pidió a la población no bloquear carreteras y añade que no hay motivos para protestar. - Dina Boluarte ante alcaldesas: “Que me sigan diciendo lo que quieran, me baño en manteca, me llega”. - Videopodcast: Comunidades y defensores alzan su voz de protesta contra la Ley de Amnistía. - Exclusiva: Los informes del Minjus y el Inpe sobre el penal El Frontón.

En esta edición de No Hay Derecho abordaremos, entre otros temas: - Ministro del Interior sobre la violencia criminal en el país: “Extrañamos a nuestros delincuentes". - JNJ propone suspender a la fiscal de la nación Delia Espinoza por seis meses. - Gestión de López Aliaga contrató por más de S/7,2 millones a militantes de Renovación Popular. - Las mentiras de Willax sobre los pueblos indígenas y los Piaci. - TC evaluará en última instancia habeas corpus de Santiváñez para que se ordene a Fiscalía el cese de sus pretensiones de privarlo de su libertad. - Condenan a agresor del exfiscal Avelino Guillén en el año 2021. - Martín Vizcarra reveló cómo fue su encuentro con Pedro Castillo en Barbadillo. - Videopodcast: La salida de la Corte IDH y la desprotección a jueces, fiscales y pueblos indígenas. - Exclusivo: César Acuña y los vehículos comprados para la seguridad ciudadana que no se usan.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.If you've ever wondered whether you can truly live off dividends, this video breaks it all down in plain English. We're taking a deep dive into dividend investing strategies, looking at what works, what doesn't, and why chasing high yields can be riskier than it looks. You'll discover how some investors with less than $500,000 are already living off dividends, why Johnson & Johnson's 2.9% yield is both attractive and limited, and how a stock's price growth can often dwarf its dividend payouts.The video explores the real math behind dividend yields, capital appreciation, and how compounding growth changes the game. You'll see examples like JNJ up 24% year to date, covered call ETFs generating steady income, and REITs offering additional streams of cash flow. But there's also a warning—stocks like UPS and Pfizer may boast 6% to 7% dividends, but if the share price drops 30%, that income doesn't look so appealing. The truth is, focusing only on yield often means missing the bigger picture.We also compare different approaches: blue chip dividend stocks, Treasury ETFs with near-zero risk, covered call ETFs like QYLD and JEPI, and even ultra-high-yield funds like YieldMax. Each comes with trade-offs. Some offer consistency but limited growth, others carry massive risk despite eye-popping yields. By the end, you'll understand how to balance income with growth, and why protecting your principal is just as important as generating cash flow.A big focus here is taxes and classifications. Dividends aren't all equal—some are qualified and taxed at lower capital gains rates, while others are ordinary income taxed at your highest bracket. Covered call ETFs often include return of capital, which can defer taxes but also lower your cost basis. These details matter if you're planning to retire early or live off passive income before traditional retirement age.This isn't just theory. The strategies covered include real-world examples of dividend stocks, REITs, ETFs, and funds being used right now. You'll learn why “all stocks are bad but sometimes they act right” and how to recognize those moments with tools like the OVTLYR trend template. More importantly, you'll see why sitting in cash at 4% APY might sometimes beat chasing risky yields.Whether you're aiming for financial freedom, retirement income, or just smarter portfolio management, this video shows how dividend strategies really play out in practice. The goal isn't just collecting drips of cash—it's capturing the flood of opportunity when growth and income align.➡️ Learn why dividend investing isn't a one-size-fits-all approach➡️ See how to spot traps in “too good to be true” high yields➡️ Compare low-risk vs. high-yield income strategies➡️ Understand the tax implications of dividends and ROC➡️ Use OVTLYR's behavioral analytics to know when to hold and when to move to cashGain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

En esta edición de No Hay Derecho abordaremos, entre otros temas: - Piden al Gobierno declarar emergencia sanitaria en Daten del Marañón ante epidemia de Tosferina. - Comisión multisectorial decide hoy sobre la creación de la Reserva Indígena Yavarí Mirim, en Loreto. - Hoy se realizará un nuevo Planton “Hasta que la justicia se haga costumbre”. - Primer ministro le responde a fiscal de la nación: “No quiere gastar o no sabe gastar”. - Dina Boluarte firma convenio para construcción de El Frontón. - Martín Vizcarra sale en libertad: Poder Judicial ordena su excarcelación. - Betssy Chávez saldrá en libertad: Tribunal Constitucional ordenó su excarcelación inmediata. - Congreso rechaza pedido de fiscal la nación para reactivar denuncias. - Exclusiva: La proyección de los votos en el proceso de vacancia contra Gino Ríos en la JNJ.

En esta edición de No Hay Derecho abordaremos, entre otros temas: - Caso Saweto: embajadas de Alemania, Canada, Noruega y Reino Unido destacan sentencia del PJ contra asesinos de defensores ambientales. - Asesinan a diplomático de la embajada de Indonesia en los exteriores de su residencia en Lince. - Congreso impulsa 26 proyectos para hacer una reforma judicial a su medida. - Juan José Santiváñez: "Parte del Ministerio Público conforma una organización criminal". - Caso Gino Ríos: JNJ realizará audiencia el próximo jueves para evaluar pedidos de vacancia. - Presidenta del TC en línea con discurso del Gobierno: cuestiona allanamiento a Nicanor Boluarte. - Eduardo Arana brinda entrevista a Diego Acuña luego que acompañara a la delegación de la PCM a Santa Rosa de Loreto - The Economist tilda de “caricaturesco” a Rafael López Aliaga y critica su gestión en la MML: “La deuda de Lima ha aumentado”. - Manuel Merino y Ollanta Huma se beneficiaría con políza de seguro de vida y accidentes que contrataría el Congreso. - Pedro Pablo Kuczynski y su socio Gerardo Sepúlveda pasaran a juicio público por Lava Jato. - Consejo Fiscal advierte optimismo excesivo del MEF en su proyección económica del Perú. - Ideeleradio se une a la campaña por la libertad de prensa en Gaza.

En esta edición de No Hay Derecho abordaremos, entre otros temas: - Lanzan cartucho de dinamita en casa de periodista en Huaral. - Nuevos ministros de Justicia, Midis y de la Mujer consignan expedientes judiciales en declaraciones juradas. - Presentan moción para que Eduardo Arana explique en el Congreso la designación de Juan José Santiváñez en el Minjus. - Dina Boluarte defiende compra de aeronaves para la Fuerza Aérea y sostiene que críticas en contra son “inaceptables e irresponsables”. - Fallo del TC favorece la devolución de inmuebles a sentenciados de la red del narcoterrorista ‘Artemio’. - Caso Árbitros de Odebrecht: Poder Judicial dictó 4 años de prisión contra Juan de Dios Zorrilla. - Municipalidad de Lima presentó segundo lote de trenes que serán almacenados en el Parque de la Muralla. - Miraflores: vecinos rechazan instalación de módulo de seguridad en parque. - Bettsy Chávez podría morir en 3 días si continúa con huelga de hambre seca, advierte médico del INPE. - Exclusiva: La defensa de Gino Ríos ante la JNJ.

En esta edición de No Hay Derecho abordaremos, entre otros temas: - Caso Saweto: ratifican 28 años de cárcel contra madereros por crimen de líderes indígenas. - Cancillería y MINJUSDH siguen evaluando el retiro del Perú de la Corte IDH, señala el premier. - Fernando Rospigliosi pide a la JNJ destituir a juez Richard Concepción Carhuancho por no aplicar ley que restringe lesa humanidad. - Investigan reunión entre Tomás Gálvez y Castillo Alva: fiscal denuncia reglaje y anuncia demanda contra Delia Espinoza. - Keiko Fujimori: TC evalúa hoy miércoles recurso que busca archivar Caso Cocteles. - Fiscalía allanó la vivienda de Nicanor Boluarte y otros involucrados en el caso Mina El Dorado. - Exclusiva: ¿Proselitismo político durante la semana de representación?

En esta edición de No Hay Derecho abordaremos, entre otros temas: - Juan José Santiváñez es el nuevo ministro de Justicia en remplazo de Enrique Alcántara. - JNJ declara desierto concurso para fiscal supremo: ningún candidato aprobó la tercera etapa. - Ya no se podrá solicitar información sobre vehículos oficiales: PCM lo declara de carácter reservado. - Congreso: subcomisión acata fallo del TC y congela denuncias constitucionales contra Dina Boluarte hasta 2026. - Defensoría del Pueblo buscó blindar a Dina Boluarte evitando que sea investigada por delitos de corrupción. - Dina Boluarte busca blindaje total: pide al TC que la Fiscalía solo pueda solicitarle información una vez. - Denuncian que especialistas del Hospital de la PNP atienden en Palacio mientras pacientes esperan varios meses por citas. - Investigan al juez Concepción Carhuancho por ordenar prisión preventiva contra Mateo Castañeda. - Exclusiva: Alimentos en mal estado en Cuna Más.

En esta edición de No Hay Derecho abordaremos, entre otros temas: - Aidesep advierte graves daños en causes de Rios Pachiteam Yuyapichis y Aguaytía debido a la minería ilegal. - Trabajadores agroindustriales se movilizarán el jueves 21 exigiendo que el Gobierno no promulgue la Ley Chimper 2.0. - Convocan a un plantón en el Poder Judicial en contra de la Ley de Amnistía. - Corte IDH rechaza participación virtual del Estado peruano en el caso Barrios Altos y Cantuta. - Tribunal Constitucional suspende investigaciones a Dina Boluarte hasta que termine su mandato. - JNJ admite a trámite pedido de vacancia contra Gino Ríos por denuncia de violencia familiar. - Comisión de Alejandro Muñante apunta a una persecución política contra fiscales Lava Jato. - Tren Lima-Chosica: segundo lote de vagones llegará este sábado 23 de agosto, pero irá directo al depósito. - Exclusiva: El expediente Gino Ríos.

Escucha aquí la opinión de Glatzer Tuesta, conductor del programa No Hay Derecho. En esta edición de No Hay Derecho abordaremos, entre otros temas: - Dina Boluarte criticó en el 2022 el habeas corpus del TC a favor de Albeetro Fujimori. - Militares se niegan a pedir perdón a las víctimas del conflicto armado interno. - MP demandará la inconstitucionalidad de la Ley 32419 que concede amnistía a miembros de las FF. AA., PNP y otros. - Corte IDH analizará ampliación de medidas cautelares en los casos Barrios Altos y Cantuta, tras promulgacion de la Ley de Amnistía. - Exclusiva: La nueva directora general de la JNJ.

Escucha aquí la opinión de Glatzer Tuesta, conductor del programa No Hay Derecho. En esta edición de #NoHayDerecho abordaremos, entre otros temas: - Ministerio del Interior compró 168 vehículos de lujo, pero quitó financiamiento a sueldos y pensiones de la PNP. - Efectivos investigados por tráfico ilícito de drogas trabajan en dependencias policiales. - Altos mandos policiales festejaron pese a aumento del número de homicidios en el país. - JNJ insiste en reponer a Patricia Benavides en la Fiscalía: da por cumplida suspensión de 60 días. - Delia Espinoza: Titular de la Fiscalía ofreció conferencia de prensa donde criticó fallos del PJ sobre Patricia Benavides y del TC sobre extensión de dominio. - Gustavo Gorriti responde a Alejandro Muñante tras citarlo a declarar al Congreso: "No concurriré a su viciada comisión". - Cinco alianzas políticas solicitaron su inscripción ante el JNE para las elecciones 2026. - Alejandro Cavero respalda candidatura de Phillip Butters y critica a Rafael López Aliaga. - Pleno del Congreso aprueba viaje de Dina Boluarte a Japón e Indonesia del 5 a 12 de agosto. - Exclusiva: La JNJ y las denuncias contra Fernández Jerí.

In this special episode of Dividend Talk, we tackle one of the most frustrating topics for European investors: dividend withholding tax. Our guest is Thomas Rappold, founder of Divizend.com, a platform built to automate and simplify dividend tax reclaims for retail investors. Thomas shares how his own investing struggles led him to build the company, and how Divizend is helping thousands of investors recover lost income from foreign dividends.We discuss:​What dividend withholding tax is (and why it's such a headache)​Why most investors miss out on reclaiming what's rightfully theirs​The upcoming EU-Faster regulation and digital tax residency certificates​The role of brokers, the EU Commission, and what's changing by 2028​Practical steps for reclaiming your foreign dividend taxes​Why dividend investors need to push for change and how Divizend is giving us a voice​Thomas also shares his unique investing mindset (yes, he owns both Palantir and Lindt!) and replaces a stock in our Dividend Growth Community Portfolio.

Escucha aquí la opinión de Glatzer Tuesta, conductor del programa No Hay Derecho. En esta edición de #NoHayDerecho abordaremos, entre otros temas: - Denuncian ante la Fiscalía y el Congreso a la comisión que seleccionó a Gino Ríos como presidente de la JNJ. - Patricia Benavides: Poder Judicial anula la suspensión por 24 meses en contra de la exfiscal de la Nación. - Dina Boluarte contra los derechos humanos: presidenta ataca a la Corte IDH ante observaciones a ley de amnistía. - Advierten que proyecto del congresista Muñante sobre sanciones por denuncias falsas por violencia familiar afectaría a las víctimas. - Tribunal Constitucional elimina la extinción de dominio antes del 2018. - Patricia Benavides: Ministerio Público asegura que tesis de la suspendida exfiscal de la Nación cuenta con 85% de plagio. - Exclusiva: El apoyo del Congreso a Patricia Benavides para su retorno a la Fiscalía

Escucha aquí la opinión de Glatzer Tuesta, conductor del programa No Hay Derecho. En esta edición de No Hay Derecho abordaremos, entre otros temas: - Josué Gutiérrez es pifiado y expulsado de evento en Puno. - Dina Boluarte y César Acuña también son rechazados como autoridades por la población. - JNJ abre investigación contra Delia Espinoza por presunta violación a la intimidad de Juan José Santiváñez. - Gino Ríos reaparece y desmerece sentencia de violencia familiar en su contra: “No hay delito". - Jorge Cuba condenado: Poder Judicial dicta 21 años y 8 meses a exviceministro de Alan García. - Se oficializó la lista 1 por la Mesa Directiva del Congreso: José Jerí, Fernando Rospigliosi, Waldemar Cerrón e Ilich López. - Congreso blinda a Rosío Torres por caso “Mochasueldos”. - Congreso aprueba proyecto de ley de crédito suplementario para darle más presupuesto a alcaldes y gobernadores. - César Sandoval envía carta notarial a Rafael López Aliaga por afirmaciones públicas: "Tiene 24 horas para rectificarse". - Exclusiva: La estrategia de Gino Ríos para evitar la vacancia de la JNJ.

Acuña fue abucheado en desfile y se burlaron de él por no saber multiplicar. Gino Ríos, presidente de la JNJ, admitió violencia familiar pero se niega a renunciar. Josué Gutiérrez "el ofensor del pueblo" fue repudiado en Puno por ser cómplice del gobierno.

Escucha aquí la opinión de Glatzer Tuesta, conductor del programa No Hay Derecho. En esta edición de No Hay Derecho abordaremos, entre otros temas: - La Corte IDH alertó 13 incumplimientos de sentencias durante el Gobierno de Boluarte. - Dina Boluarte es blindada nuevamente por el Congreso, SAC archiva denuncia constitucional por muertes en protestas. - Gino Ríos: presidente de la JNJ fue elegido pese a contar con sentencia firme por violencia familiar. - JNJ abre investigación preliminar a Delia Espinoza por no reponer a Patricia Benavides como fiscal de la nación. - PJ rechazó recurso de Patricia Benavides por excluir a la fiscal de la nación, Delia Espinoza, de investigaciones en su contra. - Alcaldes que visitaron la oficina de Juan José Santivañez se beneficiarán con un crédito suplementario sin acudir al MEF. - Revelan chat grupal entre Jorge Montero y mineros informales: apoyaba extensión del Reinfo. - Contraloría detectó que el último mantenimiento de los trenes Caltrain se realizó 18 años antes de lo informado por la MML. - César Acuña dice que le gustaba las matemáticas, pero no responde cuánto es 7x8. - Diversas organizaciones convocan a movilizaciones los días 23, 27, 28 y 29 de julio contra el gobierno de Dina Boluarte. - Exclusiva: Descontrol en Sucamec.

Escucha aquí la opinión de Glatzer Tuesta, conductor del programa No Hay Derecho. En esta edición de No Hay Derecho abordaremos, entre otros temas: - Ley APCI: sala excluye a abogados de ONG que defendían a «líderes indígenas» en Caso Baguazo. - CIDH realizó audiencia para analizar la ley aprobada por el Congreso contra las ONG. - Fiscalía solicita suspender por 18 meses a Víctor Zanabria de su cargo como comandante general PNP. - Congreso: solicitan vacancia de Gino Ríos como presidente de la JNJ por sentencia de violencia familiar. - Presidenta Boluarte invoca a una cruzada por la paz en Perú en homenaje a papa León XIV. - Malaver sobre asesinados por presuntos extorsionadores: "Habría que ver cómo fue llevada esa vida, a veces, están llevadas por el mal camino". - Eduardo Salhuana sobre sueldo de Dina Boluarte: “Es un tema que hay que ordenar, quizás no sea el momento”. - Exclusiva: Viajes en Palacio de Gobierno.

Nuevo escándalo llega en formato de audio y compromete al MEF, y titular de Energía y Minas chateaba activamente con mineros ilegales. Amenazan a periodista que mostró estado de trenes “donados”; y la JNJ la preside un sentenciado por maltrato familiar.

S&P Futures are flat to lower this morning as market await this morning PPI report. President Trump indicated that drug tariffs are likely by Aug 1st with tariffs on semis to follow shortly afterwards. President Trump to meet with leaders from Bahrain and Qatar today. TTD gains on its inclusion to the S&P500. On the earnings front, BAC & JNJ are higher after earnings releases, GS & MS to report this morning. Tomorrow morning, GE, ABT, PEP, CTAS, NVS will be reporting.

S&P Futures are positive this morning as market react to the latest trade developments. Nivida appears to have the green light to ship its H20 chip to China. President Trump indicates a wiliness to discuss tariff rates with the E.U. President Trump will be in Pennsylvania today and is expected announce a $70B investment in AI and Energy. Before the bell today is the June inflation data as the CPI data is due out. TTD gains on its inclusion to the S&P500. On the earnings front, JPM, BK & WFC are higher after earnings beats. Tomorrow morning, JNJ, BAC, MS & GS will be reporting.

Dale Smothers says it's a “powerful thing” that traders aren't running to the bond market for safety. “I believe this is all due to the optimism” around the America First agenda of the Trump administration. He thinks the S&P 500 will finish the year around 6,500, citing pent-up demand and $7T “on the sidelines.” He argues that the market is broadening beyond tech, “a very good thing,” and he would love to see “consumer discretionary climbing a little bit higher.” His picks include AMZN, AAPL, and JNJ.======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

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Dr. Neeraj Agarwal and Dr. Jeanny Aragon-Ching discuss important advances in the treatment of prostate, bladder, and kidney cancers that were presented at the 2025 ASCO Annual Meeting. TRANSCRIPT Dr. Neeraj Agarwal: Hello, and welcome to the ASCO Daily News Podcast. I am Dr. Neeraj Agarwal, your guest host of the ASCO Daily News Podcast today. I am the director of the Genitourinary Oncology Program and a professor of medicine at the University of Utah Huntsman Cancer Institute and editor-in-chief of the ASCO Daily News.  I am delighted to be joined by Dr. Jeanny Aragon-Ching, a GU medical oncologist and the clinical program director of the GU Center at the Inova Schar Cancer Institute in Virginia. Today, we will be discussing some key abstracts in GU oncology that were presented at the 2025 ASCO Annual Meeting.  Our full disclosures are available in the transcript of this episode.  Jeanny, it is great to have you on the podcast. Dr. Jeanny Aragon-Ching: Oh, thank you so much, Neeraj. Dr. Neeraj Agarwal: Jeanny, let's begin with some prostate cancer abstracts. Let's begin with Abstract 5017 titled, “Phase 1 study results of JNJ-78278343 (pasritamig) in metastatic castration-resistant prostate cancer.” Can you walk us through the design and the key findings of this first-in-human trial? Dr. Jeanny Aragon-Ching: Yeah, absolutely, Neeraj. So this study, presented by Dr. Capucine Baldini, introduces pasritamig, a first-in-class T-cell redirecting bispecific antibody that simultaneously binds KLK2 on prostate cancer cells and CD3 receptor complexes on T cells. KLK2 is also known as human kallikrein 2, which is selectively expressed in prostate tissue. And for reference, KLK3 is what we now know as the PSA, prostate-specific antigen, therefore making it an attractive and specific target for therapeutic engagement. Now, while this was an early, first-in-human, phase 1 study, it enrolled 174 heavily pretreated metastatic CRPC patients. So many were previously treated with ARPIs, taxanes, and radioligand therapy. So given the phase 1 nature of this study, the primary objective was to determine the safety and the RP2D, which is the recommended phase 2 dose. Secondary objectives included preliminary assessment of antitumor activity. So, pasritamig was generally well tolerated. There were no treatment-related deaths. Serious adverse events were rare. And in the RP2D safety cohort, where patients received the step-up dosing up to 300 mg of IV every 6 weeks, the most common treatment-related adverse events were low-grade infusion reactions. There was fatigue and grade 1 cytokine release syndrome, what we call CRS. And no cases of neurotoxicity, or what we call ICANS, the immune effector cell-associated neurotoxicity syndrome, reported. Importantly, the CRS occurred in just about 8.9% of patients. All were grade 1. No patients required tocilizumab or discontinued treatment due to adverse events. So, this suggests a favorable safety profile, allowing hopefully for outpatient administration without hospitalization, which will be very important when we're thinking about bispecifics moving forward. In terms of efficacy, pasritamig showed promising activity. About 42.4% of evaluable patients achieved a PSA50 response. Radiographic PFS was about 6.8 months. And among patients with measurable disease, the objective response rate was about 16.1% in those with lymph node or bone metastases, and about 3.7% in those with visceral disease, with a median duration of response of about 11.3 months. So, altogether, this data suggests that pasritamig may offer a well-tolerated and active new potential option for patients with metastatic CRPC.   Again, as a reminder, with the caveat that this is still an early phase 1 study. Dr. Neeraj Agarwal: Thank you, Jeanny. These are promising results for a bispecific T-cell engager, pasritamig, in prostate cancer. I agree, the safety and durability observed here stand out, and this opens the door for further development, possibly even in earlier disease settings.  So, shifting now from immunotherapy to the evolving role of genomics in prostate cancer. So let's discuss Abstract 5094, a real-world, retrospective analysis exploring the prognostic impact of homologous recombination repair gene mutations, especially BRCA1 and BRCA2 mutations, in metastatic hormone-sensitive prostate cancer. Can you tell us more about this abstract, Jeanny? Dr. Jeanny Aragon-Ching: Sure, Neeraj. So this study was presented by Dr. David Olmos, represents one of the largest real-world analyses we have evaluating the impact of homologous recombination repair, or what we would call HRR, alterations in metastatic hormone-sensitive prostate cancer. So, this cohort included 556 men who underwent paired germline and somatic testing. Now, about 30% of patients had HRR alterations, with about 12% harboring BRCA1 or BRCA2 mutations and 16% having alterations in other HRR genes. Importantly, patients were stratified via CHAARTED disease volume, and outcomes were examined across treatment approaches, including ADT alone, doublet therapy, and triplet therapy. The prevalence of BRCA and HRR alterations were about similar between the metastatic hormone-sensitive prostate cancer and the metastatic castrate-resistant prostate cancer, with no differences observed, actually, between the patients with high volume versus low volume disease.  So, the key finding was that BRCA and HRR alterations were associated with poor clinical outcomes in metastatic hormone-sensitive prostate cancer. And notably, the impact of these alterations may actually be even greater in metastatic hormone-sensitive prostate cancer than previously reported in metastatic CRPC. So, the data showed that when BRCA mutations are present, the impact of the volume of disease is actually limited. So, poor outcomes were observed across the board for both high-volume and low-volume groups. So, the analysis showed that patients with HRR alterations had significantly worse outcomes compared to patients without HRR alterations. Median radiographic progression-free survival was about 20.5 months for the HRR-altered patients versus 30.6 months for the non-HRR patients, with a hazard ratio of 1.6. Median overall survival was 39 months for HRR-altered patients compared to 55.7 months for the non-HRR patients, with a hazard ratio of 1.5. Similar significant differences were observed when BRCA-mutant patients were compared with patients harboring non-BRCA HRR mutations. Overall, poor outcomes were independent of treatment of ARPI or taxanes. Dr. Neeraj Agarwal: Thank you, Jeanny. So, these data reinforce homologous recombination repair mutations as both a predictive and prognostic biomarker, not only in the mCRPC, but also in the metastatic hormone-sensitive setting as well. It also makes a strong case for incorporating genomic testing early in the disease course and not waiting until our patients have castration-resistant disease. Dr. Jeanny Aragon-Ching: Absolutely, Neeraj. And I think this really brings home the point and the lead up to the AMPLITUDE trial, which is LBA5006, a phase 3 trial that builds on this very concept of testing with a PARP inhibitor, niraparib, in the hormone-sensitive space. Can you tell us a little bit more about this abstract, Neeraj? Dr. Neeraj Agarwal: Sure. So, the AMPLITUDE trial, a phase 3 trial presented by Dr. Gerhardt Attard, enrolled 696 patients with metastatic hormone-sensitive prostate cancer and HRR gene alterations. 56% of these patients had BRCA1 and BRCA2 mutations. Patients were randomized to receive abiraterone with or without niraparib, a PARP inhibitor. The majority of patients, 78% of these patients, had high-volume metastatic hormone-sensitive prostate cancer, and 87% of these patients had de novo metastatic HSPC. And 16% of these patients received prior docetaxel, which was allowed in the clinical trial. So, with a median follow-up of nearly 31 months, radiographic progression-free survival was significantly prolonged with the niraparib plus abiraterone combination, and median was not reached in this arm, compared to abiraterone alone, which was 29.5 months, with a hazard ratio of 0.63, translating to a 37% reduction in risk of progression or death. This benefit was even more pronounced in the BRCA1 and BRCA2 subgroup, with a 48% reduction in risk of progression, with a hazard ratio of 0.52. Time to symptomatic progression also improved significantly across all patients, including patients with BRCA1, BRCA2, and HRR mutations. Although overall survival data remain immature, early trends favored the niraparib plus abiraterone combination. The safety profile was consistent with prior PARP inhibitor studies, with grade 3 or higher anemia and hypertension were more common but manageable. Treatment discontinuation due to adverse events remained low at 11%, suggesting that timely dose modifications when our patients experience grade 3 side effects may allow our patients to continue treatment without discontinuation. These findings support niraparib plus abiraterone as a potential new standard of care in our patients with metastatic hormone-sensitive prostate cancer with HRR alterations, and especially in those who had BRCA1 and BRCA2 mutations. Dr. Jeanny Aragon-Ching: Thank you, Neeraj. This trial is especially exciting because it brings PARP inhibitors earlier into the treatment paradigm. Dr. Neeraj Agarwal: Exactly. And it is exciting to see the effect of PARP inhibitors in the earlier setting.  So Jeanny, now let's switch gears a bit to bladder cancer, which also saw several impactful studies. Could you tell us about Abstract 4502, an exploratory analysis from the EV-302 trial, which led to approval of enfortumab vedotin plus pembrolizumab for our patients with newly diagnosed metastatic bladder cancer? So here, the authors looked at the outcomes in patients who achieved a confirmed complete response with EV plus pembrolizumab. Dr. Jeanny Aragon-Ching: Sure, Neeraj. So, EV-302 demonstrated significant improvements in progression-free and overall survival for patients previously treated locally advanced or metastatic urothelial cancer, I'll just call it metastatic UC, as a frontline strategy, establishing EV, which is enfortumab vedotin, plus pembro, with pembrolizumab as standard of care in this setting.  So, this year at ASCO, Dr Shilpa Gupta presented this exploratory responder analysis from the phase 3 EV-302 trial. Among 886 randomized patients, about 30.4% of patients, this is about 133, in the EV+P arm, and 14.5% of the patients in the chemotherapy arm, achieved a confirmed complete response. They call it the CCR rates. So for patients who achieved this, median PFS was not reached with EV+P compared to 26.9 months with chemotherapy, with a hazard ratio of 0.36, translating to a 64% reduction in the risk of progression. Overall survival was also improved. So the median OS was not reached in either arm, but the hazard ratio favored the EV+P at 0.37, translating to a 63% reduction in the risk of death. The median duration of complete response was not reached with EV+P compared to 15.2 months with chemotherapy. And among those patients who had confirmed CRs at 24 months, 78% of patients with the EV+P arm remained progression-free, and around 95% of the patients were alive, compared to 54% of patients who were progression-free and 86% alive of the patients in the chemotherapy arm. Safety among responders were also consistent with prior reports. Grade 3 or higher treatment-related adverse events occurred in 62% of EV+P responders and 72% of chemotherapy responders. Most adverse events were managed with dose modifications, and importantly, no treatment-related deaths were reported among those who were able to achieve complete response.  So these findings further reinforce EV and pembro as the preferred first-line therapy for metastatic urothelial carcinoma, offering a higher likelihood of deep, durable responses with a fairly manageable safety profile. Dr. Neeraj Agarwal: Thank you for the great summary, Jeanny. These findings underscore the depth and durability of responses achievable with this combination and also suggest that achieving a response may be a surrogate for long-term benefit in patients with metastatic urothelial carcinoma.  So now, let's move to Abstract 4503, an exploratory ctDNA analysis from the NIAGARA trial, which evaluated perioperative durvalumab, an immune checkpoint inhibitor, in muscle-invasive bladder cancer. So what can you tell us about this abstract? Dr. Jeanny Aragon-Ching: Absolutely, Neeraj. So, in NIAGARA, presented by Dr. Tom Powles, the addition of perioperative durvalumab to neoadjuvant chemotherapy, gem/cis, significantly improved event-free survival, overall survival, and pathologic complete response in patients with cisplatin-eligible muscle-invasive bladder cancer. Recall that this led to the U.S. FDA approval of this treatment regimen on March 28, 2025.  So, a planned exploratory analysis evaluated the ctDNA dynamics and their association with clinical outcomes, which was the one presented recently at ASCO. So, the study found that the incidence of finding ctDNA positivity in these patients was about 57%. Following neoadjuvant treatment, this dropped to about 22%, with ctDNA clearance being more common in the durvalumab arm, about 41%, compared to the chemotherapy control arm of 31%. Notably, 97% of patients who remained ctDNA positive prior to surgery failed to achieve a pathologic CR. So, this indicates a strong association between ctDNA persistence and lack of tumor eradication. So, postoperatively, only about 9% of patients were ctDNA positive. So, importantly, durvalumab conferred an event-free survival benefit regardless of ctDNA status at both baseline and post-surgery. Among patients who were ctDNA positive at baseline, durvalumab led to a hazard ratio of 0.73 for EFS. So, this translates to a 27% reduction in the risk of disease recurrence, progression, or death compared to the control arm. In the post-surgical ctDNA-positive group, the disease-free survival was also improved with a hazard ratio of 0.49, translating to a 51% reduction in the risk of recurrence.  So, these findings underscore the prognostic value of ctDNA and suggest that durvalumab provides clinical benefit irrespective of molecular residual disease status. So, the data also supports that ctDNA is a promising biomarker for future personalized strategies in the perioperative treatment of muscle-invasive bladder cancer. Dr. Neeraj Agarwal: Thank you, Jeanny. It is great to see that durvalumab is improving outcomes in these patients regardless of ctDNA status. However, based on these data, presence of ctDNA in our patients warrants a closer follow-up with imaging studies, because these patients with positive ctDNA seem to have a higher risk of recurrence. Dr. Jeanny Aragon-Ching: I agree, Neeraj.  Let's round out the bladder cancer discussion with Abstract 4518, which reported the interim results of SURE-02, which is a phase 2 study evaluating neoadjuvant sacituzumab govitecan plus pembrolizumab in cisplatin-ineligible muscle-invasive bladder cancer. Can you tell us more about this abstract, Neeraj? Dr. Neeraj Agarwal: Sure, Jeanny. So, Dr Andrea Necchi presented interim results from the SURE-02 trial. This is a phase 2 study evaluating neoadjuvant sacituzumab govitecan plus pembrolizumab, followed by a response-adapted bladder-sparing treatment and adjuvant pembrolizumab in patients with muscle-invasive bladder cancer.  So, in this interim analysis, 40 patients were treated and 31 patients were evaluable for efficacy. So, the clinical complete response rate was 38.7%. All patients achieving clinical complete response underwent bladder-sparing approach with a repeat TURBT instead of radical cystectomy. Additionally, 51.6% of patients achieved excellent pathologic response with a T stage of 1 or less after neoadjuvant therapy. The treatment was well tolerated, with only 12.9% of patients experiencing grade 3 or higher adverse events without needing dose reduction of sacituzumab. Molecular profiling, interestingly, showed that clinical complete response correlated with luminal and genomically unstable subtypes, while high stromal gene expression was associated with lack of response.  These results suggest that sacituzumab plus pembrolizumab combination has promising activity in this setting, and tolerability, and along with other factors may potentially allow a bladder preservation approach in a substantial number of patients down the line. Dr. Jeanny Aragon-Ching: Yeah, agree with you, Neeraj. And the findings are very provocative and support completing the full trial enrollment and further exploration of this strategy in muscle-invasive bladder cancer in order to improve and provide further bladder-sparing strategies. Dr. Neeraj Agarwal: Agree. So, let's now turn to the kidney cancer, starting with Abstract 4505, the final overall analysis from CheckMate-214 trial, which evaluated nivolumab plus ipilimumab, so dual checkpoint inhibition strategy, versus sunitinib in our patients with metastatic clear cell renal cell carcinoma. Dr. Jeanny Aragon-Ching: Yeah, absolutely, Neeraj. So, the final 9-year analysis of the phase 3 CheckMate-214 trial confirms the long-term superiority of nivolumab and ipilimumab over sunitinib for first-line treatment of advanced metastatic renal cell carcinoma. So, this has a median follow-up of 9 years. Overall survival remains significantly improved with the combination. So, in the ITT patient population, the intention-to-treat, the hazard ratio for overall survival was 0.71. So, this translates to a 29% reduction in the risk of death. 31% of patients were alive at this 108-month follow-up compared to 20% only in those who got sunitinib. So, similar benefits were observed in the intermediate- and poor-risk groups with a hazard ratio of 0.69, and 30% versus 19% survival at 108 months.  Importantly, a delayed benefit was also seen in those favorable-risk patients. So, the hazard ratio for overall survival improved from 1.45 in the initial report and now at 0.8 at 9 years follow-up, with 35% of patients alive at 108 months compared to 22% in those who got sunitinib. Progression-free survival also favored the nivo-ipi arm across all risk groups. At 96 months, the probability of remaining progression-free was about 23% compared to 9% in the sunitinib arm in the ITT patient population, 25% versus 9% in the intermediate- and poor-risk patients, and 13% compared to 11% in the favorable-risk patients. Importantly, at 96 months, 48% of patients in the nivo-ipi responders remained in response compared to just 19% in those who got sunitinib. And in the favorable-risk group, 36% of patients who responded remained in response, although data were not available for sunitinib in this subgroup.  So, this data reinforces the use of nivolumab and ipilimumab as a durable and effective first-line effective strategy for standard of care across all risk groups for advanced renal cell carcinoma. Dr. Neeraj Agarwal: Thank you, Jeanny. And of course, since ipi-nivo data were presented, several other novel ICI-TKI combinations have emerged. And I'm really hoping to see very similar data with TKI-ICI combinations down the line. It is really important to note that we are not seeing any new safety signals with the ICI combinations or ICI-based therapies, which is very reassuring given the extended exposure. Dr. Jeanny Aragon-Ching: Absolutely agree with you there, Neeraj.  Now, going on and moving on to Abstract 4514, which is the KEYNOTE-564 trial, and they reported on the 5-year outcomes of adjuvant pembrolizumab in clear cell RCC in patients who are at high risk for recurrence. Can you tell us a little bit more about this abstract, Neeraj? Dr. Neeraj Agarwal: Sure. So, the KEYNOTE-564 trial established pembrolizumab monotherapy as the first adjuvant regimen to significantly improve both disease-free survival and overall survival compared to placebo after surgery for patients with clear cell renal cell carcinoma. So, Dr Naomi Haas presented the 5-year update from this landmark trial.  A total of 994 patients were randomized to receive either pembrolizumab or placebo. The median follow-up at the time of this analysis was approximately 70 months. Disease-free survival remained significantly improved with pembrolizumab. The median DFS was not reached with pembrolizumab compared to 68.3 months with placebo, with a hazard ratio of 0.71, translating to a 29% reduction in risk of recurrence. At 5 years, 60.9% of patients receiving pembrolizumab remained disease-free compared to 52.2% with placebo. Overall survival also favored pembrolizumab. The hazard ratio for OS was 0.66, translating to a 34% reduction in risk of death, with an estimated 5-year overall survival rate of 87.7% with pembrolizumab compared to 82.3% for placebo. Importantly, these benefits were consistent across all key subgroups, including patients with sarcomatoid features. In addition, no new serious treatment-related adverse events have been reported in the 3 years since treatment completion.  So, these long-term data confirm pembrolizumab as a durable and effective standard adjuvant therapy for patients with resected, high-risk clear cell renal cell carcinoma. Dr. Jeanny Aragon-Ching: Thank you for that wonderful summary, Neeraj. Dr. Neeraj Agarwal: That wraps up our kidney cancer highlights. Any closing thoughts, Jeanny, before we conclude? Dr. Jeanny Aragon-Ching: It's been so wonderful reviewing these abstracts with you, Neeraj. So, the 2025 ASCO Annual Meeting showcased a lot of transformative data across GU cancers, from first-in-class bispecifics to long-term survival in RCC. And these findings are already shaping our clinical practices. Dr. Neeraj Agarwal: I agree. And we have covered a broad spectrum of innovations in GU cancers with strong clinical relevance.  So, thank you, Jeanny, for joining me today and sharing your insights.  And thank you to our listeners for joining us. You will find links to the abstracts discussed today in the transcript of this episode. If you find these conversations valuable, please take a moment to rate, review, and subscribe to the ASCO Daily News Podcast wherever you listen. Thank you so much. 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. Find out more about today's speakers:    Dr. Neeraj Agarwal     @neerajaiims     Dr. Jeanny Aragon-Ching   Follow ASCO on social media:       @ASCO on Twitter       ASCO on Bluesky   ASCO on Facebook       ASCO on LinkedIn       Disclosures:   Dr. Neeraj Agarwal:   Consulting or Advisory Role: Pfizer, Bristol-Myers Squibb, AstraZeneca, Nektar, Lilly, Bayer, Pharmacyclics, Foundation Medicine, Astellas Pharma, Lilly, Exelixis, AstraZeneca, Pfizer, Merck, Novartis, Eisai, Seattle Genetics, EMD Serono, Janssen Oncology, AVEO, Calithera Biosciences, MEI Pharma, Genentech, Astellas Pharma, Foundation Medicine, and Gilead Sciences  Research Funding (Institution): Bayer, Bristol-Myers Squibb, Takeda, Pfizer, Exelixis, Amgen, AstraZeneca, Calithera Biosciences, Celldex, Eisai, Genentech, Immunomedics, Janssen, Merck, Lilly, Nektar, ORIC Pharmaceuticals, Crispr Therapeutics, Arvinas  Dr. Jeanny Aragon-Ching:   Honoraria: Bristol-Myers Squibb, EMD Serono, Astellas Scientific and Medical Affairs Inc., Pfizer/EMD Serono   Consulting or Advisory Role: Algeta/Bayer, Dendreon, AstraZeneca, Janssen Biotech, Sanofi, EMD Serono, MedImmune, Bayer, Merck, Seattle Genetics, Pfizer, Immunomedics, Amgen, AVEO, Pfizer/Myovant, Exelixis,    Speakers' Bureau: Astellas Pharma, Janssen-Ortho, Bristol-Myers Squibb, Astellas/Seattle Genetics

Escucha aquí la opinión de Glatzer Tuesta, conductor del programa No Hay Derecho. En esta edición de #NoHayDerecho abordaremos, entre otros temas: -La #JNJ amenaza a #DeliaEspinoza con usar la “fuerza pública” si no repone a #PatriciaBenavides. - El #SecretarioGeneraldelaJNJ pone en conocimiento del #Congreso resolución en caso #PatriciaBenavides. - La #JuntadeFiscalesSupremos pide a la #JNJ precisar cómo se repondrá a #PatriciaBenavides si #DeliaEspinoza ya es #FiscaldelaNación. - La #JNJ convoca a una reunión entre #DeliaEspinoza y #PatriciaBenavides. - Admiten #amparo presentado por #DeliaEspinoza contra regreso de #PatriciaBenavides como #FiscaldelaNación: audiencia será el 8 de agosto. - La #FederaciónLatinoamericanadeFiscales respalda la permanencia de #DeliaEspinoza como #FiscaldelaNación. - Exclusiva: peruanos pagarán defensa legal de #JuanJoséSantiváñez en otro caso.

Aldo Vásquez, exmiembro de la JNJ , conversa con Glatzer Tuesta en No Hay Derecho de Ideeleradio. No Hay Derecho en vivo de lunes a viernes, desde las 7 a. m., por el YouTube y Facebook de Ideeleradio.

Inés Tello, expresidenta de la JNJ, conversa con Glatzer Tuesta en No Hay Derecho de Ideeleradio. No Hay Derecho en vivo de lunes a viernes, desde las 7 a. m., por el YouTube y Facebook de Ideeleradio.

So when Lauren invited Heather Campain, VP, CPG Integrated Go-to-Market Strategy at Epsilon, onto the podcast I immediately went to her LinkedIn, and here's what I saw below her name: Unified Commerce Leader | Silo Slayer | Possibilist | Omni Integration | eComm| Marketing | Retail Media | Joint Value Realization | JBP | Product Dev | Data+Analytics | Transformation. That plus 10 years at JnJ, Head of Strategy for the Walmart Business at Pepsico, and now at Epsilon. I thought “this is going to be good.” And it was.

This week, Nathan from Dividend Watch joins us to discuss everything from high-yield strategies to sustainable yields, the psychology behind investor decisions, and even the impact of global tariffs. Plus, hear our thoughts on companies like Johnson & Johnson, Broadcom, and many more.Tickers mentioned: JNJ, AVGO, SCHD, VYM, AT&T, JEPQ, JPI, LVMH, ASML, NOVO, UN, SAP, IBM, BRBY, META, GOOG, MSFT, AAPL, SHEL, AGG, BTI.Site: https://dividend.watchLinkedIn: https://www.linkedin.com/in/nathan-hamilton-8492456/

S&P Futures are moving higher mainly due to optimism on tariff exemptions. The Trump tariff narrative remain the key focus as the White House indicates that that it is looking to help the auto sector. Pharma & semiconductor stocks are on watch as they are under review by the Trump tariff team. China has suspended jet deliveries from Boeing in retaliatory move. U.S. trade officials met with EU's trade representative yesterday, the demands from the Trump administration will be difficult for the Eurozone to agree to. Mining stocks are displaying gains due to a report that indicates President Trump has plans to stockpile critical metals to counter China. On the economic calendar today are reports on Import Exports prices and the Empire state Manufactuing index. JNJ, BACPNC & ERIC are higher after earnings announcements. Caterpillar named a new CEO.

US equities saw S&P 500 going down 0.33% and Nasdaq with modest gains as worries about 20% universal tariffs and stagflation concerns surrounding the ISM manufacturing print remained overhangs. Treasury yields were flat overnight, gold higher and crude lower. The dollar index was flat, Bitcoin futures were up 3.4%. The overall performance of Asian Equity market was directionless, with no major benchmark moving higher or lower by more than 0.5%, European equity markets opened lower, following broad strength on Tuesday. Companies mentioned: JNJ, Boeing, Andreesen Horowitz, Becton Dickinson, Qualcomm

S&P Futures are displaying weakness this morning as the markets continue to await clarity on the tariff situation. U.S. auto manufactures are making a push to exclude certain car components from tariffs. President Trump is expected to sign Executive Orders today related to national security and economic policy. There is a press conference today at noon. Key economic reports due out today on the ISM Manufacturing and JOLT's data. A Texas court rejected JNJ use of Chapter 11 for its talc cancer fund. PVH and PRGS are higher this morning after earnings releases.

Today, we share our five top stocks to buy if they won thelottery, including picks like Pernod Ricard, Visa, Ferrari, Microsoft, and LVMH. With no restrictions, such as yield, we look at key factors driving our choices, such as brand power, growth potential, and pricing strength.We also preview an upcoming newsletter on big pharma, with Derek focusing on Merck & Co. and the top-selling drug, Kuda.And as always, we finish with some excellent Listener questions

Hey everyone, and welcome back to Dividend Talk! In this episode, we look into the latest market corrections and explore exciting stock opportunities. We chat about Intel's new CEO, the football matches that had us on the edge of our seats, and some fantastic dividend announcements from companies like Legal and General and Henkel. Plus, we answer your insightful questions on portfolio strategy, handling market volatility, and killer criteria for your holdings. Tickers Mentioned: INTC, V, O, SHEL, ASR, EPI, MSFT, EVVTY, SBUX, PEP, V, LGEN, SPX, MMM, RHM, JNJ, XOM, TGT, HD, WMT, GLB, CILA, TRP, GOOG, ASML, BA, MUM.

The Olympics. The World Cup. The Super Bowl. These competitions bring the world together to back their favorite teams as they compete for the ultimate title. But March Market Cap Madness has an even bigger draw, because you not only get to root for your favorite; you get to compete! Strap in and get your pencils ready, it's go time! Companies discussed: DAVA, DUOL, GXO, UA, JNJ,  SMMT, AX, ROKU, DDOG, IOT, FICO Host: David Gardner Guests: Andy Cross, Matt Argersinger Producer: Rick Engdahl

In this episode, we explore where value might be hiding in today's high-valuation market. From overlooked oil and gas plays to global opportunities in Japanese railways and Chinese big tech, we break down areas of potential interest for savvy investors. We also discuss the pitfalls and potential in pharma, defense, and precious metal miners, as well as the challenges pandemic darlings face in a post-COVID world. Plus, Braden dives into the concept of quality in investing, inspired by Dev Kantesaria of Valley Forge Capital. Discover why the intersection of growth and predictability defines great companies and how this framework can help you identify enduring opportunities in any market environment. Tickers of Stocks/ETFs discussed: HAL, TVK.TO, CNQ.TO, TOU.TO, ENB.TO, TRP.TO, KMI, MPC, JNJ, PFE, MRK, LLY, NVO, KVUE,PPH, IHE, ZHU.TO, LMT, UNP, 9020, KWEB, BABA, FNV.TO, WPM.TO, ABX.TO, NGT.TO, GDX, GDXJ, ZGD.TO, DOO.TO, 7309 Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.