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Shopify wants to be the checkout layer under every AI agent, and its Spring 2026 edition shipped 150-plus updates to prove it. Meanwhile air freight spot rates climbed 41% year over year while demand grew 4%. Somebody is paying for that gap.Shopify Spring 2026: building the plumbing for agents Checkout now runs inside Microsoft Copilot, paid with Shop Pay. There's a universal commerce protocol built with Google. A new agentic commerce plan lets brands sell across ChatGPT and the Shop app without ever being on Shopify. Native B2B is getting pushed down to every plan, aimed at a $36 trillion market. The bet is clear: own the merchant-of-record layer before the agents do.Kimberly-Clark: $3 billion to fix the supply chain Two years into a five-year productivity program. CFO Nelson Urdaneta points to simpler manufacturing, a redrawn distribution network, and more automation. A $1 billion automated DC is going into Beech Island, South Carolina, plus an advanced plant in Ohio. The Kenvue merger closes in the back half and lets them pack trucks tighter by mixing heavy and high-volume goods.Amazon's Peter DeSantis at VivaTech: AI is nowhere near done DeSantis says models need to get 100 to 1,000 times more efficient before they're genuinely useful. The next leap comes from speed: a 40-millisecond reaction time to match human conversation. His fix is a flywheel where chips and models get designed together to drop cost and lift performance.Air freight: 41% up on 4% demand Spot rates hit $3.40 per kilo in May. Surcharges, fuel swings, and Middle East instability are doing the work, not volume. Northeast Asia is up 39%, Southeast Asia up 33%, and Europe to North America has softened. Most of that cargo is data center hardware and semiconductors.The Investor Minute contains 5 stories this week.The Watson Weekly is sponsored by Avalara. It works with platforms like Shopify, BigCommerce, and WooCommerce, helping teams manage compliance faster and scale with confidence. Learn more at avalara.watsonweekly.com.
Meghan Gerrity, Brand Leader for Neutrogena Sun at Kenvue, joins Amanda Ma, CEO and Founder of Innovate Marketing Group, for a conversation on how creators, consumers, and communities are reshaping modern brand marketing.Drawing from her experience across iconic brands including Neutrogena, Gerber, Tic Tac, Domino Sugar, and Dr. Praeger's, Meghan shares why authentic creator content is outperforming traditional advertising, how consumer-led innovation is changing brand strategy, and why community building has become a competitive advantage.In this episode:The rise of creator-led marketingWhy consumer co-creation drives brand growthThe power of micro and nano creatorsBuilding communities that fuel loyaltyWhat brands can learn from LoveShackFancy, Dunkin', EOS, Yeti, and moreA must-listen for marketers, brand leaders, and anyone looking to build stronger consumer connections.About the guest:Meghan's drive for brand excellence has shaped her career across some of the most recognizable CPG brands, contributing to the category dominance of icons such as Domino/C&H Sugar, Gerber, Neutrogena, Tic Tac, and Sabra Hummus. She has led high‑impact go-to-market as well as digital and social strategies that elevate brands to best‑in‑class status, building programs that span always‑on content, influencer marketing, paid media and consumer activations. Her work ranges from crafting organic social ecosystems to developing full‑funnel digital campaigns for new product innovations to nationally televised events. Meghan has collaborated with partners across the spectrum—from niche micro‑influencers to household names like Martha Stewart—bringing brand stories to life with creativity, precision, and cultural relevance. Passionate about the rapidly evolving digital landscape, Meghan stays at the forefront of emerging trends, platform innovations, and consumer behavior shifts. She thrives on testing new omnichannel tactics to deliver audience‑first experiences that strengthen brand affinity and drive measurable growth. When she's not immersed in brand strategy or tuning into the latest marketing podcast, you'll likely find her thrifting for that elusive 1960s floral shift dress.Follow Meghan on LinkedIn! EventUp is brought to you by Innovate Marketing Group. An award-winning Corporate Event and Experiential Marketing Agency based in Los Angeles, California. Creating Nationwide Immersive Event Experiences to help brands connect with people. Learn more here!At Innovate Marketing Group, we've curated a collection of free resources designed to help you elevate your events and marketing efforts. Whether you're planning a company retreat or navigating the latest event trends, our tools, reports, and checklists are here to support your success and keep you at the forefront of innovation. Access them here!Follow us!Find us on LinkedIn and Instagram and catch our latest episodes on the EventUp Podcast!
Most sustainability communicators don't have the title, the budget, or the C-suite access to force anyone to do anything. So how do they get things done? That's the question at the center of this conversation with Aman Singh, Director of Global ESG and Sustainability Communications at Kenvue—the company behind Tylenol, Neutrogena, Aveeno, Listerine, and a long list of other household names. Aman has spent her career figuring out how to move organizations from the inside—at Walmart, at Edelman, and now at Kenvue—and her answer isn't what most people expect. It's not about better data, sharper messaging, or more compelling reports. It's about relationships, timing, and learning to speak other people's language before you ask them to speak yours. In this episode, we get into what "influencing without authority" actually looks like in practice, why the old volume-equals-visibility playbook is finished, how to navigate the current era of greenhushing without hiding in fear, and what makes sustainability communicators effective versus annoying. We also talk about our shared career paths—journalism, agencies, consulting—and what it really means to build a purposeful career in a field that didn't exist when most of us started. If sustainability communication is your full-time job or your side hustle, this one's for you. Connect with Aman on LinkedIn Learn more about Kenvue's sustainability story Order Sustainability Storytelling — Mike's book about communicating sustainability in businessFollow Mike on LinkedIn to stay updated on his regular insights on sustainability storytellingSubscribe to The Sustainability Story on Substack for more in-depth analysis of sustainability communication challenges and practical advice on how to overcome themGot a guest or topic idea? Reach out at howerimpact.com/contact
Een verdubbeling van wat er afgelopen jaar binnenkwam. Zo hard blijft de vraag naar de allerbeste chips van Nvidia groeien, denkt topman Jensen Huang. En dat terwijl hij afgelopen jaar nog uitging van 500 miljard dollar aan omzet, die ze uit die twee meest geavanceerde producten haalden. Maar is die voorspelling ook realistisch? En zo ja, kan Nvidia die vraag ook bijbenen? Dat zoeken we deze aflevering uit. Dan vieren we ook een zuur feest. De bovenmaatse inflatie inflatie viert z'n vijfde verjaardag. Toen die inflatie in 2021 omhoog schoot was het zelfs een opluchting, na bijna stilstand van de economie tijdens het begin van de pandemie. Maar nu blijkt die inflatie bijzonder hardnekkig. Gaat het ooit nog lukken om dat doel van 2 procent weer te halen? Verder hoor je over de geruchten over het vertrek van Tim Cook. Die worden hardhandig de grond in gestampt door... Tim Cook. Hij zegt zelf dat hij nog zeker niet toe is aan pensioen, en zich geen leven zonder Apple meer voor kan stellen. En we hebben het over een plan van de Amerikaanse beurswaakhond om minder cijferseizoenen te verplichten. Bedrijven zouden niet meer ieder kwartaal, maar ieder halfjaar moeten rapporteren. Te gast: Mike Mulders van ING Investment Office BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij BNR Zakendoen en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.
The CPG Guys are joined in this episode by Particia Corsi, Chief Growth Officer & Craig Slavtcheff, Chief R&D Officer at Kimberly-Clark, manufacturer of trusted brands that are an indispensable part of life for people in more than 175 countries and territories. The portfolio of brands, including Huggies, Kleenex, Scott, Kotex, Cottonelle, Poise, Depend, Andrex, Pull-Ups, Goodnites, Intimus, Plenitud, Sweety, Softex, Viva and WypAll, hold No. 1 or No. 2 share positions in approximately 70 countries. Our company's purpose is to deliver Better Care for a Better World. Follow Patricia on LinkedIn at: https://www.linkedin.com/in/patriciacorsi/Follow Craig on LinkedIn at: https://www.linkedin.com/in/craig-stephen-slavtcheff-7115455/Follow Kimberly-Clark online at: https://www.kimberly-clark.com/en-us/They answer these questions;Under the 'Powering Care' strategy, you talk about the need to 'out-innovate, out-market, and out-activate' together. Practically speaking, how have you re-wired your teams to work in lockstep? Does R&D sit in on the creative briefings now?How do you engineer that kind of premium performance into a value-tier product without breaking the margin structure? That seems like an R&D magic trick.Can you give us an example of a product that worked in one market that you rapidly adapted and deployed to another? How are you customizing for local needs without losing the efficiency of a global chassis?How do you balance the functional 'science' that Craig's team builds with the 'brand love' you need to build? Can you talk about the creative strategy behind your recent Cannes wins and how that translates to actual market share gains?How is Kimberly-Clark 'breaking through the noise' right now? Is it about being more provocative with the creative, or is it about being more precise with the targeting?You've just wrapped year two of the 'Powering Care' transformation—the largest in the company's 154-year history. And now, you have the Kenvue deal on the horizon later this year. When you look at the combined potential of these portfolios, how does your mission to 'raise the standard of care' evolve? What does the next 12 months look like for your respective organizations?Craig, talk to us about one favorite innovation you've launched in the last year & one consumer trend that is keeping you up at night?What is the one thing you want the retail partners listening to this to know about Kimberly-Clark's plans for 2026?CPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comSheCOMMERCE Website: https://shecommercepodcast.com/Rhea Raj's Website: http://rhearaj.comLara Raj in Katseye: https://www.katseye.world/DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their ownCPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual's use of, reference to, or inability to use this podcast or the information we presented in this podcast.
APAC stocks traded mixed amid the extremely thinned conditions due to the Lunar New Year holiday and in the absence of a lead from the US, where markets were closed for Washington's Birthday/Presidents Day.Nikkei 225 retreated shortly after the open with SoftBank and heavy industry stocks leading the declines, as the post-election euphoria petered out following the recent underwhelming GDP data. USD/JPY pulled back with pressure seen as risk sentiment in Japan deteriorated shortly after the open.US President Trump said he will be involved in the Iran talks indirectly and that Iran wants to make a deal, while he also stated that Iran "are bad negotiators" and he hopes they will be more reasonable in talks.European equity futures indicate a subdued cash market open with Euro Stoxx 50 futures down 0.3% after the cash market closed with losses of 0.1% on Monday.Looking ahead, highlights include UK Unemployment/Wages (Dec), German/EZ ZEW (Feb), US ADP Weekly, NY Fed (Feb), Canadian CPI (Jan), Japanese Balance of Trade (Jan), US-Iran talks, US-Ukraine-Russia talks (Feb. 17th-18th). Speakers include Fed's Barr & Daly, Supply from Germany. Earnings from Medtronic, Leidos, Palo Alto, Cadence Design Systems, Republic Services, Vulcan Materials, Kenvue, Antofagasta. Holiday: Chinese Spring Festival Golden Week (17-24 Feb).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US-Iran talks have gotten underway; the latest is that the nuclear negotiations have entered the stage of discussing technical issues, Al Jazeera reports citing Iranian TV.Iran announced its readiness to reduce uranium enrichment, Al Hadath reports citing Iran's ambassador in Cairo; added "The contradiction of the US statements is proof of its lack of seriousness in the negotiations"European stocks are broadly in the green; Basic Resources weighed on by metals prices; US equity futures lower as US traders return from holiday.JPY gains ground on yield differentials and some haven flows while GBP lags after the UK jobs report; DXY flat. Gilts and JGBs lead; pricing remains in favour of a BoE cut in April, but March has inched higher into Wednesday's CPI post-unemployment/wages; USTs bid alongside global benchmarks.WTI and Brent rangebound with geopols in focus.Looking ahead, highlights include US ADP Weekly, NY Fed (Feb), Canadian CPI (Jan), Japanese Balance of Trade (Jan), US-Iran talks. Speakers include Fed's Barr & Daly. Earnings from Medtronic, Leidos, Palo Alto, Cadence Design Systems, Republic Services, Vulcan Materials, Kenvue.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Campaign LOVES a pitch story, and the tail end of last year was very busy with many pitches taking place or being won right up to the final week. WPP won the £1.5bn government media pitch and the expanded review for Jaguar Land Rover, as well as media for Kenvue, while Publicis Groupe picked up the creative for the consumer healthcare company. Aviva's creative account went to Saatchi & Saatchi and the shortlist for IKEA was announced with Just Eat also yet to conclude. In this episode, Campaign digs into the state of new business last year, and where the opportunities lie in 2026, examining which sectors and disciplines will likely see more pitches over the next 12 months.Tech and multimedia editor Lucy Shelley hosts the episode featuring Campaign's editor-in-chief Gideon Spanier, data journalist for Campaign Red Jamie Rossouw and deputy news editor, Marianne Calnan-Holland.Further reading:The CMO Outlook 2026UK new-business rankings: latest 2025Two-thirds of CMOs 'definitely' pitching in next 12 monthsMars to switch $1.7bn media account out of WPPNatWest picks IPG as it consolidates media and creative accountSantander appoints Publicis to global creative and media businessStarling banks on network media agency after three-way contestPublicis agency swipes Monzo media account after BBH creative winAsda confirms media and creative agency appointmentsPublicis scoops Coca-Cola media in North AmericaComing up in the Campaign calendar: Brand Film Awards: deadline on 15 January Hosted on Acast. See acast.com/privacy for more information.
Dave's guest this week is Jordan Witmer, Managing Director of Retail Media & Consulting at Salt Media, where he helps brands unify creative, data, and performance across today's fragmented retail media landscape.Jordan's journey spans Black & Decker, Hershey, and Johnson & Johnson (now Kenvue), giving him a rare, full-funnel view of how commerce, media, and measurement intersect.In this episode, he and Dave unpack:Why ROAS isn't dead — it's just misunderstoodHow to balance brand goals and item-level data for smarter optimizationThe shift toward campaign-first creative that adapts across every platformWhy physical retail is making a comeback in an AI-saturated worldConnect with Jordan on LinkedInFollow Beyond the Shelf on LinkedInLearn More about It'sRapidGet the It'sRapid Creative Automation PlaybookTake It'sRapid's Creative Workflow Automation with AI surveyEmail us at sales@itsrapid.io to find out how to get your free AI Image AuditTheme music: "Happy" by Mixaud - https://mixaund.bandcamp.comProducer: Jake Musiker
Corporate success is often measured by growth and diversification, but for many conglomerates, being too big leads to a "conglomerate discount." This is the moment when the boardroom turns to corporate separation—the strategic process of intentionally breaking a business apart to create massive new shareholder wealth.In this episode of Corporate Finance Explained on FinPod, we break down why companies spin off divisions, how finance teams manage the disentanglement, and the real-world consequences of these billion-dollar maneuvers.What is a Corporate Spinoff?A spinoff occurs when a parent company takes a business unit or division and separates it into a brand-new, independent, publicly traded company.The Mechanism: Existing shareholders of the parent company automatically receive shares in the new entity.The Tax Benefit: These deals are typically structured to be tax-free for both the corporation and the investor, making it a premier tool for reorganization.The 5 Strategic Drivers: Why Break Up?Eliminating the "Conglomerate Discount": The market often penalizes highly diversified firms because analysts struggle to value a mix of slow-growth and high-growth assets. A spinoff creates a "Pure Play" company that the market can value more accurately.Strategic Focus: Different businesses have conflicting needs. Separation allows a management team to focus purely on their unique product cycles and R&D requirements (e.g., J&J spinning off Kenvue to separate stable consumer goods from high-risk pharma).Capital Structure Optimization: A spinoff allows for a customized balance sheet. A high-growth unit can start with a clean, debt-free slate to fund expansion, while the mature "cash cow" parent can take on more leverage.Regulatory & Activist Pressure: Antitrust concerns or pressure from activist investors often force management to divest units that are perceived as dragging down the total valuation.Preparation for Sale: It is significantly easier to sell a clean, standalone company than a messy division tangled in a larger corporate structure.The Operational Challenge: Assessing the "Carve-Out"Executing a spinoff is an incredibly complex process that often takes years of financial engineering:Carve-Out Financials: Finance teams must reconstruct what the business would have looked like if it had always been independent, projecting standalone revenue, margins, and cash flow.Stranded Costs: These are expenses the parent company is stuck with after the spinoff departs (e.g., half-empty headquarters or oversized software licenses). If not managed, these can destroy the expected value unlock.Transition Service Agreements (TSAs): Temporary lifelines where the parent provides HR or IT support to the new company for a fee until the spinoff can build its own infrastructure.Tax Risks (The Morris Trust): Strict IRS rules dictate that the spinoff must remain independent for a specific period. If the new company is acquired too quickly, it can trigger a catastrophic tax bill for the parent company.Case Studies: Billions UnlockedeBay and PayPal: PayPal was a high-growth fintech innovator being valued like a slow online marketplace. Once spun off, its market cap skyrocketed as it gained the freedom to partner with eBay's competitors like Amazon. IBM and Kyndryl: By spinning off its slow-growing legacy infrastructure business, IBM transformed into a "cleaner" tech growth play focused on Cloud and AI. DowDuPont: A massive "merger to split" strategy where the giants merged with the explicit goal of then breaking into three focused companies: Agriculture (Corteva), Materials (Dow), and Specialty Products (DuPont).
Nick Talken started a 3D printing materials company in a trailer lab in his co-founder's backyard, sold it to a 145-year-old German chemical giant, then spun out an AI platform that's now transforming R&D for Fortune 100 companies. Albert Invent's foundational AI model—trained on 15 million molecular structures—is helping scientists at companies like Kenvue (maker of Tylenol, Neutrogena, and Listerine) compress projects from 3 months to 2 days. We dig into how enterprises train bespoke AI models on proprietary data, why you can't just use ChatGPT for chemistry, and what becomes possible when AI can "think like a chemist."Subscribe to The Neuron newsletter: https://theneuron.aiAlbert Invent website: https://www.albertinvent.comKenvue partnership announcement: https://www.businesswire.com/news/home/20251014240355/en/
S5E13 Future of AI-Powered Consumer Insights with Trevor Sumner & Stan SthanunathanIn Season 5, Episode 13 of The Retail Razor Show, hosts Ricardo Belmar and Casey Golden tackle one of retail's biggest blind spots in consumer insights: the consumer sentiment gap. For decades, brands relied on surveys to understand shoppers. But what people say doesn't always match what they do.Enter AI-powered shopper insights!Joining the conversation are Trevor Sumner (CEO of i-Genie AI) and Stan Sthanunathan (Executive Chairman of i-Genie AI, former EVP at Unilever and VP at Coca-Cola). Together, they reveal how billions of unfiltered signals — from searches, reviews, and social posts — can be transformed into real-time, actionable consumer insights that reshape retail decision-making.What You'll Learn in This Episode:Why traditional consumer surveys are breaking downHow AI and natural language processing uncover real customer behaviorThe role of empathy vs sympathy in understanding consumersHow disruptor brands are reshaping competitive landscapesWhy augmented intelligence (AI + human insight) is the future of retail strategy and consumer insightsSubscribe to the Retail Razor Podcast Network: https://retailrazor.com/Subscribe to our Newsletter: https://retailrazor.substack.comSubscribe to our YouTube channel: https://bit.ly/RRShowYouTubeAbout our GuestsTrevor Sumner, CEO, i-Genie.AI - https://www.linkedin.com/in/trevorsumner/Trevor is a NYC-based entrepreneur, product and marketing executive and recognized startup advisor and angel. Trevor is the CEO at i-Genie.ai, the leading AI platform for consumer insights, revolutionizing an industry that had been dominated with antiquated survey methodologies by synthesizing tens of billions of searches, social and video posts, ratings and reviews and market data for industry leaders like Kenvue, Unilever, Coca-Cola, Bayer, Clorox and more.Previously, Mr. Sumner was Head of AI and Data Platform products for Raydiant, a leading VC-backed digital experience platform that is transforming over 250,000 digital touch points across 4,500 clients with AI, computer vision and data.Mr. Sumner came to Raydiant when it acquired Perch, a recognized leader in in-store Product Engagement Marketing, interactive retail displays and augmented reality, where Mr. SUmner served as CEO. Perch was named a Top Tech Company to Watch by Forbes, a Top 10 Retail Technology company by CIO Review and has won numerous Clio, Fast Company, Edison, Bloomberg and Digi awards.Stan Sthanunathan, Executive Chairman, i-Genie.AI - https://www.linkedin.com/in/stan-sthanunathan-1ab4035/Stan Sthanunathan joined Unilever in July 2013 as Executive Vice President of Consumer & Market Insights. As chief provocateur, he headed up the insights function globally based in London. He retired from Unilever on June 1, 2021.Post retirement he has started an AI/ML enabled company called i-Genie.AI focused on delivering near real time insights and ideas to help business identify Next Big Thing. Prior to joining Unilever, he was Vice President of Marketing Strategy & Insights for The Coca-Cola Company in Atlanta, heading up the function on a global basis.Stan co-authored a paper on Building an Insights Engine that was published in Harvard Business Review, Sept 2016. He has also co-authored a book titled AI for Marketing and Product Innovation.He was awarded Lifetime Achievement award at TMRE 2022 event.Chapters:00:00 Previews 01:23 Show Intro 04:43 The Consumer Sentiment Gap 05:37 Welcome Trevor Sumner & Stan Sthanunathan 06:30 Backgrounds of Trevor and Stan 09:11 Challenges in Understanding Consumers 16:58 The Evolution of Influencers 18:32 Limitations of Surveys and the Need for AI 25:46 Augmented Intelligence: AI + Human Insight 31:46 Challenges in CPG Innovation 33:02 Innovate: A Data-Driven Product 34:42 AI and Predictive Analytics 36:21 Democratizing Data Access 38:07 Mindset Shift for Rapid Actions 40:46 Adopting AI in CPG 48:16 Retailers and Data Utilization 52:59 Future of Brand Understanding 57:23 Conclusion and Contact Information 58:15 Show CloseMeet your hosts, helping you cut through the clutter in retail & retail tech:Ricardo Belmar is an NRF Top Retail Voices for 2025 & a RETHINK Retail Top Retail Expert from 2021 – 2025. Thinkers 360 has named him a Top 10 Retail, & AGI Thought Leader, a Top 50 Management, Transformation, & Careers Thought Leader, a Top 100 Digital Transformation & Agentic AI Thought Leader, plus a Top Digital Voice for 2024 and 2025. He is an advisory council member at George Mason University's Center for Retail Transformation, and the Retail Cloud Alliance. He was most recently the director partner marketing for retail & consumer goods in the Americas at Microsoft.Casey Golden, is CEO of Luxlock, a RETHINK Retail Top Retail Expert from 2023 - 2025, and a Retail Cloud Alliance advisory council member. Obsessed with the customer relationship between the brand and the consumer. After a career on the fashion and supply chain technology side of the business, now slaying franken-stacks and building retail tech! Currently, Casey is the North America Leader for Retail & Consumer Goods at CI&T.Includes music provided by imunobeats.com, featuring Overclocked, and E-Motive from the album Beat Hype, written by Heston Mimms, published by Imuno.
David Clement is bullish on Kimberly-Clark (KMB) acquiring Kenvue (KVUE), citing continued consumer access to basic goods despite tariff worries, and competition against other giants like Procter & Gamble (PG). He covers potential regulatory concerns around the merger, as well as what the “synergies” could look like. “The merged company is just more resilient,” he argues. ======== 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
How strong is your dividend growth portfolio? Send it to us for a free evaluation at dcm.team@growmydollar.com. Plus, join our market newsletter for more on dividend growth investing.________Consumer staples look reliable with strong brands, steady cash flow, and good yields. But dividends can't outrun revenue forever, and across this sector the growth engine has stalled.In this episode, Greg begins with a quick recap of how 2025 has unfolded so far, highlighting strong income growth for the model portfolio, a handful of growth names driving market performance, and value strategies continuing to lag. From that backdrop, he digs into the disconnect between the appearance of safety in consumer staples and the underlying fundamentals that truly support dividend growth. Using Kimberly-Clark ($KMB), General Mills ($GIS), Colgate ($CL), Procter & Gamble ($PG), and Church & Dwight ($CHD) as case studies, Greg shows how companies with high ROIC and defensive business models can still become no-growth traps. These companies were once consistent outperformers with impressive dividend histories, but the economy evolves and so have their growth profiles. Topics Covered:03:05 – Comparing dividend growth to the S&P 50005:43 – Investing styles cycle and chasing rarely works07:07 – Surface numbers can be misleading11:00 – Kimberly-Clark: attractive metrics masking zero growth16:42 – General Mills: high yield but barely growing18:36 – Colgate: excellent margins, slow dividend progression19:58 – Procter & Gamble: financial strength, but limited growth21:03 – Church & Dwight: a past outlier that doesn't meet our targets23:57 – Kimberly-Clark's planned Kenvue acquisition29:36 – The mosaic of evidence investors should pay attention to Have questions or want a second opinion on your dividend strategy?Email us anytime at dcm.team@growmydollar.com for a free portfolio review and ongoing dividend insights.Send us a textDisclaimer: Past performance does not guarantee future results. This episode is for educational purposes only and is not investment advice. If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review RESOURCES: Schedule a meeting with us -> Financial Planning & Portfolio Management Getting into the weeds -> DCM Investment Reports & Models Visit our website to learn more about our investment strategy and wealth management services. Follow us on:Instagram | Facebook | LinkedIn | X
Grab the R.E.A.L. Skin Method ebook for 50% off. Use Code REAL50 Think you're too young to worry about aging and fine lines? I hear this all the time, but here's the truth: skin aging starts earlier than most people think. In this episode of The Skin Real Podcast, I'm sharing key takeaways from my conversation with Barbara Green, Head of Global Research in Skin Health & Beauty at Kenvue. I dive into Gen Z skincare trends, what's helping, what's hurting, and why prevention is the smartest, most affordable approach to long-term skin health and anti-aging. This episode is for you if you want evidence-based skincare tips, a realistic plan, and dermatologist guidance on how to build a routine that actually works without wasting time or money. What you'll learn in this episode: • When collagen decline really begins and what it means for long-term skin health • The 3 dermatologist-approved essentials for preventing early skin aging: SPF, antioxidants, and retinoids • How to build an affordable, science-backed skincare routine at any age • The most common Gen Z skincare myths about tanning and sunscreen • Why preventive skincare beats corrective skincare every single time Tune in now and start protecting your skin with intention! Watch the full episode on YouTube. Follow Dr. Mina here:- https://instagram.com/drminaskin https://www.facebook.com/drminaskin https://www.youtube.com/@drminaskin https://www.linkedin.com/in/drminaskin/ Visit Dr. Mina at The Skin Real Serenbe Website: https://theskinrealserenbe.com/ Book a Meet & Greet here. Thanks for tuning in. And remember, real skin care is real simple when you know who to trust. Disclaimer: This podcast is for entertainment, educational, and informational purposes only and does not constitute medical advice.
This Day in Legal History: US Capitol OpensOn November 17, 1800, the United States Congress convened for the first time in the new Capitol building in Washington, D.C., marking a foundational moment in American legal and political history. The relocation came after a decade of Congress meeting in temporary quarters, most recently in Philadelphia, as the young republic grappled with questions of permanence and national identity. Washington, D.C. had been selected as the capital through the Residence Act of 1790, a political compromise that helped balance regional power between North and South. By 1800, the city remained largely undeveloped, and the Capitol itself was still under construction—only the north wing was usable.Despite its incomplete state, the Capitol's occupation by Congress signaled the institutional maturity of the federal government. It gave physical shape to the separation of powers by housing the legislative branch in its own dedicated space, distinct from the executive and judiciary. This move also underscored the federal character of the American system, establishing a neutral location not belonging to any one state. John Adams, still president at the time, had moved into the President's House (now the White House) just weeks earlier, completing the federal trifecta.The decision to proceed with the session in an unfinished building reflected a commitment to constitutional governance and the rule of law, even in the face of logistical and environmental hardships. Lawmakers contended with the muddy streets and sparse accommodations of the nascent city, yet their presence inaugurated what would become one of the most symbolically and functionally important legislative chambers in the world. This moment laid the groundwork for Washington, D.C. to become not only the seat of American government but a focal point for legal development, political conflict, and democratic debate for centuries to come.More than 500 lawsuits alleging that Tylenol use during pregnancy causes autism in children may be revived, as the U.S. Court of Appeals for the Second Circuit prepares to hear arguments from plaintiffs challenging a 2024 dismissal of their cases. A lower court had rejected the claims after finding that the plaintiffs' expert testimony lacked scientific rigor, a conclusion supported by Tylenol maker Kenvue. The plaintiffs argue the judge mischaracterized their experts' findings and are citing public support from President Trump and health officials, who linked autism to Tylenol use during a September 2025 press conference.Scientific consensus continues to hold that no definitive link exists between acetaminophen (the active ingredient in Tylenol) and autism, a position echoed by Kenvue. The company is also facing a separate suit from Texas Attorney General Ken Paxton, who accuses Kenvue of concealing risks to children, though a Texas judge recently denied Paxton's efforts to halt a $398 million shareholder dividend and restrict Tylenol marketing. Meanwhile, it remains uncertain whether the appeal will impact Kimberly-Clark's pending $40 billion acquisition of Kenvue, though both companies have indicated that litigation over autism claims won't derail the deal.US appeals court to weigh reviving cases over Tylenol and autism | ReutersGupta Wessler, a boutique appellate firm in Washington, D.C., known for its U.S. Supreme Court advocacy on behalf of plaintiffs, has hired Matthew Guarnieri, a former assistant to the U.S. solicitor general. Guarnieri argued 13 Supreme Court cases under both the Biden and Trump administrations and is the first attorney to leave the solicitor general's office for a firm that exclusively handles plaintiff-side appellate work. His move reflects a growing recognition of Gupta Wessler's nontraditional model, which competes with corporate-heavy appellate practices at larger firms.Guarnieri becomes the fifth principal at the 18-lawyer firm, which is currently involved in high-profile litigation, including representing Consumer Financial Protection Bureau employees challenging President Trump's mass firings and securing a $185 million verdict against Monsanto over chemical contamination. The firm also represents Uber passengers alleging sexual assault and recently blocked an attempt in Nevada to limit contingency fees in civil cases. Guarnieri left the DOJ in October after nine years of service; the department declined to comment on his departure.DC appellate firm picks up departing DOJ Supreme Court advocate | ReutersA federal jury in California has ordered Apple to pay $634 million to Masimo, a medical technology company, for infringing a patent related to blood-oxygen monitoring used in Apple Watches. The jury found that specific features like workout mode and heart rate notifications violated Masimo's patent rights. Apple has announced plans to appeal, arguing that the patent in question, which expired in 2022, covers outdated technology and that most of Masimo's other patent claims have been invalidated.This verdict is part of a broader legal conflict between Apple and Masimo, which accuses Apple of poaching employees and misappropriating pulse oximetry technology. In 2023, the U.S. International Trade Commission imposed an import ban on certain Apple Watch models, prompting Apple to remove the disputed feature and later reintroduce it with customs approval. A new ITC review is now underway to determine if the updated models should also be banned. The legal fight spans several courts and includes ongoing challenges from both companies over import restrictions and intellectual property claims.US jury says Apple must pay Masimo $634 million in smartwatch patent case | Reuters 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
This Day in Legal History: Pennsylvania Coal Co. v. MahonOn this day in legal history, November 14, 1922, the Supreme Court heard arguments in Pennsylvania Coal Co. v. Mahon, a foundational case in American property law. At issue was a Pennsylvania statute—the Kohler Act—that prohibited coal mining beneath certain structures to prevent surface subsidence. The Pennsylvania Coal Company had previously sold the surface rights to a parcel of land but retained the right to mine the coal beneath. When the state blocked their ability to do so, the company sued, arguing that the law had effectively stripped them of valuable property rights without compensation. The case reached the Supreme Court, where Justice Oliver Wendell Holmes Jr. delivered the majority opinion.In his decision, Holmes introduced the now-famous principle that “while property may be regulated to a certain extent, if regulation goes too far it will be recognized as a taking.” This line marked the birth of the regulatory takings doctrine, which holds that government actions short of full appropriation can still require just compensation under the Fifth Amendment. Holmes emphasized that the economic impact of a regulation on the property owner must be weighed, not just the public interest it serves. In this case, the regulation was deemed too burdensome to be considered a mere exercise of police power.The Court sided with the coal company, holding that the Kohler Act, as applied, amounted to an unconstitutional taking. The dissent, penned by Justice Brandeis, warned against undermining states' ability to protect public welfare. Despite being a 5–4 decision, Mahon has had lasting influence on land use, zoning, and environmental regulation. It reframed the boundaries between public regulation and private rights, signaling that not all public-interest laws are immune from constitutional scrutiny. Today, Mahon remains a cornerstone case for litigants challenging regulations that significantly diminish property value.A Texas judge is set to hear arguments on Attorney General Ken Paxton's request to block Kenvue from issuing a $398 million dividend and from marketing Tylenol as safe during pregnancy. Paxton sued Kenvue in October, accusing the company of hiding risks linked to prenatal Tylenol use, including autism and ADHD—a claim not supported by the broader medical community. The lawsuit follows public comments by Donald Trump and Robert F. Kennedy Jr. promoting the same unproven theory. Kenvue and Johnson & Johnson, which previously owned Tylenol, maintain the drug's safety and argue the state has no authority to interfere in federal drug regulation or corporate dividends.The companies also say the dividend will not impair Kenvue's solvency and warn that Paxton's effort could undermine both the First Amendment and the credibility of Texas courts. Paxton, however, argues that the public interest justifies intervention, citing potential future liabilities from Tylenol and talc-related lawsuits. He contends that misleading commercial speech can be regulated, and that the dividend should be halted to preserve cash in the face of those risks. The case could have broader implications, particularly for Kimberly-Clark's $40 billion acquisition of Kenvue, announced shortly after the lawsuit. Kenvue has vowed to appeal any injunction.Judge to weigh if Texas AG can block Kenvue dividend over Tylenol claims | ReutersSierra Leone has reached a tentative settlement with U.S. law firm Jenner & Block to resolve a dispute over $8.1 million in unpaid legal fees. The law firm sued the West African nation in 2022, claiming it was still owed money for representing Sierra Leone in a high-stakes case against Gerald International Ltd., which had sought $1.8 billion in damages over an iron ore export ban. Jenner argued the legal work was more extensive than initially expected and said it had only been paid $3.6 million by the end of 2021.Sierra Leone pushed back, disputing the existence of a valid contract and asserting that no further payments were owed. The country also tried to claim sovereign immunity, but a federal judge rejected those arguments in January, allowing the lawsuit to proceed. U.S. Magistrate Judge G. Michael Harvey announced the settlement in principle last week, although specific terms were not disclosed. Neither party has commented publicly on the resolution.Sierra Leone, law firm Jenner & Block reach settlement over $8 million legal tab | ReutersMcDermott Will & Emery has become the first major U.S. law firm to publicly confirm that it is considering private equity investment, signaling a potential shift in how Big Law might operate. The firm's chairman acknowledged preliminary talks with outside investors, a move that stunned the legal industry, where non-lawyer ownership has long been resisted due to ethical and regulatory restrictions. McDermott is reportedly exploring a structure that would separate its legal services from administrative operations by creating a managed service organization (MSO) owned by outside investors, allowing the firm to raise capital without violating professional conduct rules.This model has gained traction among smaller firms, but McDermott's adoption could legitimize the MSO approach for large firms. Proponents argue it would free lawyers to focus on client work while upgrading support systems through external funding. Critics caution that it involves relinquishing control of critical firm functions and raises concerns about maintaining ethical standards, particularly regarding fee-sharing with non-lawyers. While still early, industry experts say other firms are beginning to explore similar paths to stay competitive, especially in jurisdictions like Arizona that allow non-lawyer ownership.McDermott's Outside Investor Talks Augur Big Law TransformationThe Trump administration has filed suit against California over its recently approved congressional redistricting maps, which were adopted through a ballot initiative known as Proposition 50. The measure, passed by voters last week, allows temporary use of new district lines that could give Democrats up to five additional U.S. House seats. The Justice Department joined a lawsuit initially filed by the California Republican Party and several voters, alleging that the redistricting plan was racially motivated and unconstitutional.U.S. Attorney General Pam Bondi called the maps a “brazen power grab,” accusing California of using race to unlawfully boost Hispanic voting power. California Governor Gavin Newsom dismissed the lawsuit, framing it as retaliation for California's resistance to Trump's broader political agenda. Newsom also argued that the new maps are a necessary corrective to Republican-led gerrymandering efforts, like those in Texas, where civil rights groups have sued over alleged dilution of minority voting power.The lawsuit claims California's map violates the U.S. Constitution by improperly using race in the redistricting process. The outcome could impact the balance of power in the House and add fuel to ongoing legal battles over partisan and racial gerrymandering nationwide.Trump administration sues California over new redistricting maps | ReutersThis week's closing theme is by Ludwig van Beethoven, a composer of some note.This week's closing theme is the first movement of Ludwig van Beethoven's Symphony No. 8 in F Major, Op. 93 – I. Allegro vivace e con brio, a work that balances classical clarity with Beethoven's unmistakable wit and rhythmic drive. Composed in 1812 during a period of personal turmoil, the Eighth is often described as a cheerful outlier among his symphonies, compact and effervescent despite being written amid deteriorating health and emotional strain. It was premiered in 1814, but it was a revival performance on November 14, 1814, in Vienna that helped solidify its reputation and gave the public a second opportunity to appreciate its lightness and humor in contrast to the more dramatic works surrounding it.Unlike the grand scale of the Seventh or Ninth, the Eighth is shorter and more classical in form, often drawing comparisons to Haydn in its wit and economy. Yet Beethoven infuses it with his unique voice—syncopations, dynamic extremes, and abrupt harmonic shifts abound, particularly in the first movement. The Allegro vivace e con brio opens with a bold, playful theme, tossing melodic fragments between the orchestra with cheerful assertiveness. It's less stormy than many of Beethoven's first movements, but no less commanding.Critics at the time were puzzled by the symphony's restraint and humor, expecting more overt heroism from Beethoven. But modern listeners often recognize the Eighth as a masterwork of compression and invention. The first movement in particular plays with rhythmic momentum, frequently disrupting expectations just as they form. There's a confidence in its restraint, a knowing smile behind the forceful accents and offbeat rhythms. It's music that's both technically impressive and viscerally enjoyable, which is perhaps why Beethoven held it in especially high regard.As we close out the week, we leave you with that November 14 revival spirit—a reminder that even a “little Symphony” can land with enduring force.Without further ado, Ludwig van Beethoven's Symphony No. 8 in F Major, Op. 93 – I. Allegro vivace e con brio, enjoy! 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
Skippy & Doogles dive into two wild valuation stories this week: OpenAI's trillion-dollar fantasy and Kenvue's decision to sell itself short. This is a clinic on how markets misprice both risk and hype.Join the premium Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.
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
¡Emprendeduros! En este episodio Rodrigo nos da una actualización de mercado donde habla del estatus del mercado, del mercado de empleo y de la manufactura en el pais. Nos da los reportes de ingresos de Palantir, Uber, Shopify, AMD, Novo Nordisk, McDonald's y AppLovin. Después habla de la compra de Kenvue por Kimberly Clark y de la semana ocupada de Elon Musk. Finalmente contestara unas preguntas de los Emprendeduros. ¡Síguenos en Instagram! Rodrigo: https://www.instagram.com/rodnavarro Emprendeduros: https://www.instagram.com/losemprendeduros Para mas información sobre nuestro fondo visita: https://emprendedurosventures.com/
Eric Criscuolo, Market Strategist at the NYSE, recaps a week where markets pulled back as Tech lost steam and defensive sectors gained ground. The Fed cut rates as expected, but Chair Powell's hawkish tone cooled hopes for further easing. Political headlines added uncertainty, with Democrats outperforming on Election Day and the Supreme Court questioning Trump-era tariffs. M&A activity surged, led by Kimberly Clark's $50B bid for Kenvue and a pharma bidding war between Pfizer and Novo Nordisk. Investors now look ahead to key earnings, economic data, and the impact of the government shutdown as the year-end trading calendar tightens.
Reuben Carranza knows a good brand when he sees it. Bansk Beauty, where he serves as executive chairman, made headlines in September after acquiring the buzzy, clinical skin-care brand Byoma. It's part of the late-stage private investment firm's growing beauty roster, which includes Amika, Eva NYC and Ethique. “No. 1, they're on a tear, right? They're growing rapidly. But I think what we loved about them was the story,” he told Glossy on stage at this week's annual Glossy Beauty and Wellness Summit about its Byoma acquisition. “It's the story: they've de-complicated complicated skin-care routines.” Carranza kicked off the Summit with a special live podcast recording, where he shared insights into the firm's investment philosophy and growth plans for its brands. He also shared career advice from his stacked CV, which includes more than two decades at P&G and leadership roles at R+Co Hair, Kate Somerville skin care, and more. This special session is ahead, but first, hosts Lexy Lebsack and Emily Jensen share highlights from the Summit and dig into the news of the week. First up, the hosts break down the latest from Tylenol- and Neutrogena-owner Kenvue. Kimberly-Clark Corp. will acquire Kenvue Inc. in a deal valued at $48.7 billion. Kimberly-Clark's portfolio includes consumer brands like Huggies, Kleenex and Cottonelle. Next up, a look at Skims's buzzy new hire. Diarrha N'Diaye was named evp, beauty and fragrance of Kim Kardashian's upcoming Skims Beauty. N'Diaye has worked in marketing and branding for the likes of Glossier and L'Oréal, and was most recently the founder of Ami Colé, which shuttered in July. She will lead product development, innovation and brand strategy for Skims's upcoming beauty launch. Finally, an analysis of a hefty investment in Blueprint, the supplement company from American entrepreneur and biohacker Bryan Johnson. The company has taken on $60 million in funding from investors like Kim Kardashian, Ari Emanuel, Cameron and Tyler Winklevoss, and many more big names. Johnson is best known for documenting his quest to age in reverse on YouTube and through the Netflix film “Don't Die.” Blueprint currently offers a variety of products DTC, including drink mixes, supplements and skin care.
In this episode of Market Maker, Anthony and Piers unpack why the pound has dropped to a seven-month low following Rachel Reeves' rare pre-budget comments, and what it signals for UK markets. They explore London's rise as a global quant hub, attracting top STEM talent and reshaping finance. Plus, they break down the $49 billion Kimberly-Clark and Kenvue merger, why markets hate it, and what it means for deal-making today.(00:00) Welcome & Pound Drop(04:30) UK Fiscal Shift(18:43) Quant Boom in London(30:33) Big Tech vs Quants(36:50) $49B M&A Deal*****Check out the AmplifyME in-person Finance Bootcamp happening in London, 15-19 December 2025.Use the Code BOOT150 at checkout for a £150 discount.
On today's episode of The Gist Healthcare Podcast, CMS finalizes a Medicare pay bump for physicians. Kimberly-Clark to purchase Tylenol maker Kenvue, and Pfizer sues to block Novo Nordisk's merger with an obesity startup. Hosted on Acast. See acast.com/privacy for more information.
Episode 706: Neal and Toby discuss the acquisition of Kenvue, the maker of Tylenol, by Kimberly Clark. Then, Palantir reports a strong Q3 as their government sales surges. Also, Shein bans the sale of “child-like” sex dolls on its platform after a French watchdog gives them a final warning. Meanwhile, Toby dives into the trend of AI marketing as Coca-Cola doubles down on an AI-generated commercial, disregarding the backlash they received from the first go-around. Finally, OpenAI signs a massive $38B cloud deal with Amazon. Learn more at usbank.com/splitcard Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
Kimberly-Clark's stock closed down 14% yesterday after it gambled nearly $50 billion on a company called Kenvue, maker of Listerine, Band-Aids, and Tylenol — the painkiller HHS Secretary Robert F. Kennedy wants to link to autism, despite a lack of scientific evidence. People are now suing Kenvue, a potential liability that will become Kimberly-Clark's problem. We unpack. Also: potential changes to public service loan forgiveness and a speech by Federal Reserve Governor Lisa Cook.
Kimberly-Clark's stock closed down 14% yesterday after it gambled nearly $50 billion on a company called Kenvue, maker of Listerine, Band-Aids, and Tylenol — the painkiller HHS Secretary Robert F. Kennedy wants to link to autism, despite a lack of scientific evidence. People are now suing Kenvue, a potential liability that will become Kimberly-Clark's problem. We unpack. Also: potential changes to public service loan forgiveness and a speech by Federal Reserve Governor Lisa Cook.
P.M. Edition for Nov. 3. In one of the biggest takeovers of the year, Kimberly-Clark has agreed to buy Tylenol maker Kenvue for more than $40 billion. WSJ business reporter Natasha Khan joins to discuss the strategy behind the deal. Plus, Chipotle has invested heavily in courting younger customers. Now, they're feeling the economic pinch—and so is Chipotle. Journal reporter Heather Haddon talks about what the company is doing about it. And Mali may soon be the first country to fall to al Qaeda. We hear from WSJ security correspondent Benoit Faucon on what that would mean for the U.S.-designated terrorist group's presence in Africa. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's Post - https://bahnsen.co/43Ga1ZR**** Monday Market Recap and Historical Insights - Dividend Cafe with David Bahnsen In this Monday edition of Dividend Cafe, host David Bahnsen covers a variety of market topics. Bahnsen urges viewers to check out the Friday edition of Dividend Cafe for an in-depth analysis of private markets. He then discusses the day's market fluctuations, highlighting significant movements in the Dow, S&P, and Nasdaq. A fascinating chart on market cap and AI CapEx is recommended for further insights. Bahnsen also shares a historical market trend, noting that positive first 10 months often lead to favorable outcomes in the final two months of the year. Key news includes Kimberly Clark's $48.7 billion acquisition of Ken View amid controversy involving Tylenol and autism. Bahnsen briefly touches on public policy matters, upcoming Supreme Court hearings on tariffs, and off-cycle election indicators. He announces no podcasts during the week due to an offsite team meeting in Dallas, but daily blurbs will continue. The episode concludes with a quick overview of market performance, including the 10-year bond yield and sector highlights. 00:00 Introduction and Friday Recap 00:27 Today's Market Overview 01:35 AI CapEx and Market Valuations 03:30 Historical Market Trends 04:53 Sector Performance and Big News 06:53 Public Policy and Upcoming Events 08:53 Upcoming Schedule and Conclusion Kimberly-Clark buys Kenvue - https://apnews.com/article/kimberly-clark-kenvue-tylenol-98d5fd39c12b25524e3188da2e840436 NVIDIA/WSJ Chart Mention - https://www.wsj.com/finance/stocks/global-stocks-markets-dow-news-11-03-2025-83c207f7 Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Plus: Pfizer files a second lawsuit against Metsera and Novo Nordisk. And OpenAI pays Amazon $38 billion for computing power in a multiyear deal. Zoe Kuhlkin hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices
Amazon closes at a record high following an OpenAI deal. Plus: Kimberly-Clark agrees to buy Tylenol maker Kenvue. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transportation Secretary Sean Duffy addresses the government shutdown's impact on travel and federal travel workers across the country as we enter the second month of the standstill in Washington, DC. Tim Wu, Columbia Law Professor and tech and competition adviser under President Trump, discusses the importance of competition in the big tech landscape. For him, the best foil for China's tech dominance and competition here in the United States. Plus, Kimberly-Clark will buy Tylenol maker Kenvue, SNAP food benefits could restart this week, and in an interview with 60 Minutes, President Trump discussed the government shutdown and Binance founder Changpeng Zhao, the crypto billionaire the President pardoned last month. Sec. Sean Duffy - 18:25Tim Wu - 32:28 In this episode: Sean Duffy, @SecDuffyTim Wu, @superwusterJoe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkinMichael Santoli, @michaelsantoliKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A mixed session as the major averages kicked off a seasonally strong month. Cantor's Eric Johnston makes the case for a rally in stocks, bonds, and bitcoin into year-end. Meantime Mark Zandi from Moody's on why he says the US would be in a recession if it weren't for the AI trade. Ares CEO Michael Arougheti joins right after his earnings call to break down what drove a strong quarter for the alternative asset manager and his outlook for deals. Plus the news moving Beyond Meat and Palantir, and details behind the mega-deal between Kimberly-Clark and Kenvue. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Kleenex and Tylenol under one roof: Carl Quintanilla, Jim Cramer and David Faber discussed Kimberly-Clark agreeing to acquire Kenvue for $40 billion in cash and stock. Should investors like the deal? Amazon shares hit a new record high after OpenAI struck a $38 billion infrastructure deal with AWS. Also in focus: November markets playbook, Ford auto sales rise in October despite a slide in EV demand, reaction to earnings from Warren Buffett's Berkshire Hathaway, A price target hike for Nvidia, The CEO of DuPont spin-offQnity joined the anchors at Post 9 on the electronics company's first trading day as an independent company.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The US government shutdown appears on course to be the longest in history after President Trump made clear he has no plans to negotiate with Democrats over healthcare costs. Leanna Byrne hears from a worker and a food bank in New York. Also, Kimberly-Clark, the company behind Huggies and Kleenex, is buying the maker of Tylenol and Kenvue, in a forty-nine billion dollar deal. Almost ten years after launching its ambitious Vision 2030 plan to diversify away from oil, Saudi Arabia is pouring billions into artificial intelligence and high-tech infrastructure. Presenter: Leanna Byrne Producer: Ahmed Adan Editor: Olie D'Albertanson
Kimberly-Clark agrees to buys Tylenol-maker Kenvue for more than $40B. Amazon teams up with OpenAI for the first time, while Microsoft cuts its own multi-billion-dollar deals with two cloud start-ups. Plus, Palantir hits an all-time high ahead of earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
MRKT Matrix - Monday, November 3rd S&P 500 rises to start November, pushed higher by Amazon and other AI leaders (CNBC) OpenAI strikes $38bn computing deal with Amazon (FT) Microsoft Signs $9.7 Billion Deal With Data Center Firm IREN (Bloomberg) Trump Officials Torpedoed Nvidia's Push to Export AI Chips to China (WSJ) he Double Bind of the AI Bubble Means We're Screwed Whether the Tech Succeeds or Fails (Vanity Fair) Kimberly-Clark agrees to buy Tylenol owner Kenvue in $48.7 billion deal, creating consumer staples giant (CNBC) Third-quarter earnings are indicating a divided economy (CNBC) A Wave of US Layoffs Flash Early Warning Sign for Job Market (Bloomberg) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
Story 1: Support for Zohran Mamdani is now too broad to be ignored after major campaign funds were pushed his way by radical Left organizations. Will brings in The Crew to discuss Mamdani's meteoric rise and answer the question: is Mamdani's authenticity the reason for his success? Story 2: Host of ‘Kennedy Saves the World,' Kennedy explains how Mamdani won over the hearts of New Yorkers where Andrew Cuomo failed, before reacting to Governor Gavin Newsom (D-CA) pestering Joe Rogan for an appearance on his podcast and drama among Democrats over former Vice President Kamala Harris's failed presidential run. Story 3: Texas Attorney General Ken Paxton sits down with Will to discuss the lawsuit he filed this morning against Johnson & Johnson and Kenvue over Tylenol's alleged links to Autism. Paxton and Will also discuss the rising trend of judges offering leniency for violent crimes and take you inside his run for Senate. Subscribe to ‘Will Cain Country' on YouTube here: Watch Will Cain Country! Follow ‘Will Cain Country' on X (@willcainshow), Instagram (@willcainshow), TikTok (@willcainshow), and Facebook (@willcainnews) Follow Will on X: @WillCain Learn more about your ad choices. Visit podcastchoices.com/adchoices
The news of Texas covered today includes:Our Lone Star story of the day: Texas sues Tylenol maker, Johnson & Johnson, claiming it mislead consumers over safety and that it violated the Texas Uniform Fraudulent Transfer Act by fraudulently transferring liabilities arising from Tylenol to a separate company, Kenvue, in order to shield their assets against lawsuits.What you may not know if you mostly consume the legacy media is this: Tylenol Maker Privately Admitted Evidence Was Getting ‘Heavy' For Autism Risk In 2018.Our Lone Star story of the day is sponsored by Allied Compliance Services providing the best service in DOT, business and personal drug and alcohol testing since 1995.Texas service sector activity, retail included, weakens further. Also, read: D-FW the ‘headquarters of vehicle finance' as auto, personal loans surge.Fermi America Announces Nuclear Reactor Deals for AI Campus; South Korean firms to design and build.Illegal immigration, border, and basket case Mexico news: Waco police arrest undocumented immigrant caught with fake resident alien, social security cards – stupid media, he's an illegal alien and your own story demonstrates that he was not “undocumented!” Honduran Girl, 12, Tortured After Entering U.S. as Unaccompanied Minor ICE Floods Houston Hotspots in Nighttime Operation, Arrests 25 Criminal Aliens DPS Captures MS-13 Gang Member in Hidalgo Co. Mexican Border State Cops Abducted Travelers on Behalf of Cartel Listen on the radio, or station stream, at 5pm Central. Click for our radio and streaming affiliates.www.PrattonTexas.com
Carl Quintanilla, Jim Cramer and David Faber discussed breaking news from David: Warner Bros. Discovery has initiated a process to sell the company — and that Netflix and Comcast are among the interested parties. General Motors shares surged on a Q3 beat and raised full-year guidance. Earnings winners include Coca-Cola, 3M and GE Aerospace. David interviewed Starboard Value CEO Jeff Smith at the 13D Monitor Active-Passive Investor Summit. The activist investor discussed companies including Tylenol maker Kenvue, of which Smith is a board member. Also in focus: Apple $4 trillion watch, Disney+ cancellations, what Goldman Sachs CEO David Solomon told CNBC about the credit cycle.Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.Versant would become the new parent company of CNBC upon Comcast's planned spinoff of Versant.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Last week, President Donald Trump warned that acetaminophen, the active ingredient in Tylenol, is a potential cause of autism. Many medical professionals say the relationship between acetaminophen and autism is inconclusive, and Trump's comments went beyond what his own administration officials recommend. Still, the press conference caused a crisis at the company that makes Tylenol, Kenvue. WSJ's Peter Loftus on Kenvue CEO Kirk Perry's attempts to manage the Trump Administration and the new corporate crisis. Jessica Mendoza hosts. Further Listening: - The FDA Commissioner on Vaccines and Public Trust - Why Coke Isn't Getting Rid of High-Fructose Corn Syrup Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why did CarMax's earnings spook investors? And how has Intel stock gained 46% this month? Plus, what's driving a sharp selloff in Kenvue shares? Host Jack Pitcher discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why did CarMax's earnings spook investors? And how has Intel stock gained 46% this month? Plus, what's driving a sharp selloff in Kenvue shares? Host Jack Pitcher discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Story of the Week (DR):Disney brings back Jimmy Kimmel's show after backlash spurred massive boycott while some conservatives blasted FCCSinclair says it won't air Jimmy Kimmel on its stations after Disney announced his returnFCC Chair Brendan Carr defends ABC affiliate that's not showing 'Jimmy Kimmel Live!' despite his reinstatementNexstar joins Sinclair, says it will continue not to air Jimmy KimmelDisney investors demand internal records on Jimmy Kimmel's suspension, say the board may have breached dutiesDisney investors say handling of Jimmy Kimmel suspension put politics over shareholders, demand recordsDisney boss Bob Iger has gone from woke warrior to liberal lightning rod MAGA furious at Disney and ABC over Jimmy Kimmel's return: ‘They let the woke mob get to them' Disney decides it hasn't angered people enough, announces Disney+ price hikes'There's no way we can afford $100,000': Small firms scramble over H-1B visa feesTalent Drain: Skilled Immigrants Choose Canada Over U.S.Indian IT Firms Recalibrate U.S. Strategy After Visa ShockJPMorgan CEO Jamie Dimon expresses surprise and concernDimon said the hike “came out of the blue” and stressed that the U.S. still needs access to global talent. He has indicated the banking/finance sector may challenge or negotiate around the policyReed Hastings (Netflix) praises the policyHastings called the $100,000 fee a “great solution,” especially because he sees it as helping ensure that the H-1B program is used for “very high value jobs,” reducing reliance on a lottery system.Silicon Valley leaders cautiously support the feeNvidia CEO Jensen Huang and OpenAI CEO Sam Altman praised the measure in terms of potentially simplifying the visa system and merit-based immigrationAltman: "We need to get the smartest people in the country, and streamlining that process and also sort of aligning financial incentives seems good to me"Royal Bank of Canada's CEO Dave McKay said the US President's move to impose a $100,000 fee on H-1B visas is a win for Canada.The 20 financial firms that could be hardest hit from Trump's new H-1B fee — from Goldman Sachs to CitiTylenol maker Kenvue battles fresh storm as Donald Trump links it to autism MMTrump's unfounded claims heap new stress on household brand name TylenolTrump, RFK Jr. distort facts on autism, Tylenol and vaccines, scientists say: "Sick to my stomach"OB-GYN group calls Trump's remarks on acetaminophen 'irresponsible'Kenvue Stock Recoups Losses After Trump Links Tylenol to AutismResearch tying Tylenol to autism lost in court. Then it won Trump's earTrump's 'tough it out' advice to expectant moms is the latest example of men opining on women's painThe President and RFK Jr.'s dangerous war on science and mothersThe Shameful Spectacle of Trump and Kennedy Blaming Mothers for AutismAutism Science Foundation: 'Shocking' move takes us 'straight back to when moms were blamed for autism''Acet…Aceto…': Trump Struggles To Say Medicine's Name, Links Autism To PainkillerAnti-vaccine groups melt down over RFK Jr. linking autism to Tylenol"We didn't wait 20 years for Bobby to finally speak and then get served Tylenol as an answer," anti-vaccine group Georgia Coalition for Vaccine Choice wroteChildren's Health Defense (CHD) - the anti-vaccine group founded by Kennedy - retweeting a post on Monday: "THIS WAS NOT CAUSED BY TYLENOL."Oracle names two CEOs in rare leadership shift after Catz exitLord Emperor Larry Ellison (65% influence and 42% voting power): he still gets $8.3M in pay despite owning ~$378B in Oracle stock. Is this even possible? He got security-related costs and expenses of $2,999,264 for his primary residence. Board chairFormer CEO and now Executive Vice Chair Safra Catz. She's staying on the board.221,974: (i) Company matching contributions under our 401(k) Plan of $5,100, (ii) flexible credits used towards covering the premiums for cafeteria-style benefit plans in the amount of $14,860, (iii) security-related costs and expenses to augment the existing security system at Ms. Catz's primary residence, (iv) legal counsel fees and (v) aggregate incremental costs to Oracle of $200,086 for Ms. Catz's use of Oracle's private aircraft for non-business travel. This leaves $1,928 for legal fees and security: for a Larry:Safra We Love Him More Security Ratio of: ~3114:1Catz still got $6.5M despite owning $2.8B of company stockNew co-CEO and director Clayton Magouyrk: joined Oracle in 2014, is 39Mr. Magouyrk will receive a grant of stock options to purchase $250M in shares of Oracle common stock with 80% of the grant consisting of time-based stock options and 20% of the grant consisting of performance-based stock options (“PSOs”).New co-CEO and director Michael Sicilia: joined Oracle in 2009, is 54Mr. Sicilia will receive a grant of stock options to purchase $100M in shares of Oracle common stock with 80% of the grant consisting of time-based stock options and 20% of the grant consisting of PSOs.Goodliest of the Week (MM/DR):DR: MacKenzie Scott gives $70 million to UNCF to financially strengthen HBCUs DRUNCF, as the nation's largest private provider of scholarships to minority students works to raise $1 billion to strengthen all 37 of its historically Black colleges and universitiesMM: Trump claims ‘sabotage' at UN from escalator, teleprompter and micTurns Out Trump's Own Team Messed Up U.N. Escalator and TeleprompterAssholiest of the Week (MM):American oligarchsMurdoch's TikTok? Trump offers allies another lever of media controlLarry Ellison's Oracle set to spearhead U.S. oversight of TikTok algorithmElon Musk just sold Grok to U.S. government for 42 cents – and signals warmer ties with TrumpMark Zuckerberg showed Google how to make Republicans happyIN: Zuck, Musk, Ellison, MurdochOUT: Satya Nadella (too Indian), Tim Cook (too gay), Sundar Pichai (too Indian), Bezos (too bald), Jensen Huang (too Asian), women, blacksSee? TikTok deal won't include 'golden share' or equity for U.S., Trump administration says - he only takes a golden share or voting stake when the CEO is Japanese (Nippon Steel) or Chinese (Intel)Disney - now everyone hates you!Conservatives: MAGA furious at Disney and ABC over Jimmy Kimmel's return: ‘They let the woke mob get to them'Liberals: Disney boss Bob Iger has gone from woke warrior to liberal lightning rodAffiliates: Nexstar joins Sinclair, says it will continue not to air Jimmy KimmelIRONY ALERT: In statement, Nexstar cited “diversity” as a reason why Kimmel is still off the air: “On Wednesday, Nexstar said it continues to evaluate the show and is speaking with Disney ‘with a focus on ensuring the program reflects and respects the diverse interests of the communities we serve.'”Trump: Trump threatens to sue Disney-owned ABC over Jimmy Kimmel's return to TVInvestors: Disney investors demand internal records on Jimmy Kimmel's suspension, say the board may have breached dutiesEveryone: Disney decides it hasn't angered people enough, announces Disney+ price hikesStay in your place on the manufacturing line MMFirst they say college is for losers, now they say so is being alive - just eat your cheap fatty protein adjacent meal and go to workEx-Google CEO Eric Schmidt warns U.S. tech workers: competing with China's grueling 12-hour workdays means sacrificing work-life balancePalantir CEO says Gen Z can either have a social life at age 20 or be successful—but they can't do bothCharlie Kirk had a message for the over 2 million unemployed Gen Z NEET men: You don't need college to make your dreams happenBlackRock CEO Larry Fink said America could dodge a ‘retirement crisis' by encouraging people to work longerDon't try to be funny at work unless you want to risk your job and any chance of ever getting promoted, management professors sayMcDonald's is supersizing its value menu to win back average Americans — could it be a sign of trouble ahead?Girls, STOP APOLOGIZING for doing your jobsCracker Barrel CEO apologizes for logo, store changesWe conducted extensive research to inform our strategic plan. Well, what cannot be captured in data is how much our guests see themselves and their own story in the Cracker Barrel experience, which is what's led to such a strong response to these changes.Translation: we had no idea how racist you all areAt least she didn't apologize for everything that's ever happened in the last hundred years like Vanessa Hudson apologizing for the boys behavior at QantasLook how it worked for her: Qantas cutting CEO pay signals new era of cyber accountability - has a dude EVERY HAD PAY CUT FOR ANYTHINGHeadliniest of the WeekDR: Real American Beer collaborates with WWE for special Hulk Hogan collectible can: 'Hulkamania forever'Hulk:In leaked recordings Hogan was heard making homophobic remarks, using the N-word, making racist remarks, and openly admitting to being racistWWE terminated their relationship with him temporarily, removed him from their website/Hall of Fame, following public backlash. Eventually, some reinstatement occurred.Hogan's ex-wife made public emotional abuse allegations and accusations of an affair with their daughter's friendDuring the WWF / Vince McMahon-related trial over steroids in wrestling, Hogan testified under immunity and admitted past steroid use back to 1976He admitted to actively working against efforts to unionize professional wrestlersTwo divorcesMichelob Ultra overtakes Modelo Especial as best-selling beer in the U.S.American subsidiary Anheuser-Busch Companies, LLCWoke CEO Brendan Whitworth was a first lieutenant in the United States Marine Corps and then as an operations officer for the CIA's counterterrorism center. Woke!Their leadership page of 15 executives also has a woke DEI hire! Chief People Officer Lindsay KingBelgian parent Anheuser-Busch InBev (AB InBev)They are even worse than their American counterparts: of their 18 executive leaders, they have TWO DEI WOMEN: Chief Communications Officer Donna Lorensen and General Counsel Katherine Barrett. DEI gone crazy!Both Michelob ULTRA and Bud Light are made by Anheuser-Busch Companies, LLC, a subsidiary of Anheuser-Busch InBev.DR: Palantir CEO says Gen Z can either have a social life at age 20 or be successful—but they can't do both & Ex-Google CEO Eric Schmidt warns U.S. tech workers: competing with China's grueling 12-hour workdays means sacrificing work-life balance MM: Tesla 'The Biggest Meme Stock' Ever? Expert Says 'Too Much Emphasis On The Magic Wand Of Musk'Sharing thoughts on Musk's new compensation package, Yale School of Management Senior Associate Dean Jeff Sonnenfeld didn't hold back with the meme stock analogy.THE SAME WIZARD IGER SONNENFELDMM: ‘Black Swan' author Nassim Taleb says your city's new bike lane is the reason the economy sucksTrump's tariffs force resources into lower-margin activities, Taleb said, likening the policy to “asking a brain surgeon to do some gardening two days a week to avoid being ‘ripped off' by professional gardeners.”Who Won the Week?DR: I-boo-proff-in, oh no, it's not American!MM: Jimmy Kimmel's YouTube channel PredictionsDR: Jimmy Kimmel takes Tylenol on air causing all remaining ABC affiliates to replace him with family-appropriate TV: Law & Order: Special Victims Unit which covers sex-based crimes (i.e. violence against women, now with commercials!)MM: Victoria's Secret ditches woke rebrand and vows to return to 'unapologetically sexy' roots - after reading this headline, Webster's Dictionary finally changes its definition of “woke” from “politically liberal or progressive (as in matters of racial and social justice) especially in a way that is considered unreasonable or extreme” to “anything including fat chicks, uggos, black people, and gays.”
A.M. Edition for Sept. 23. Tylenol-maker Kenvue is bracing for a wave of lawsuits, after President Trump issued a scientifically dubious warning that acetaminophen causes autism. WSJ health reporter Brianna Abbott says Trump's statement defies guidance offered by some of the scientific advisers that surround him. Plus, the Supreme Court says it will reconsider whether the president can fire top officials. And, how the new Pope is looking to turn around a manpower crisis in the Catholic church. Caitlin McCabe hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
On today's Top News in 10, we cover: Trump officially signs an executive order making good on his promise to label ANTIFA a terrorist organization. Jimmy Kimmel is unsuspended by Disney, but still preempted by Sinclair. An FDA study on a link between gestational Tylenol use and autism sends parent company Kenvue's stock price plummeting. Keep Up With The Daily Signal Sign up for our email newsletters: https://www.dailysignal.com/email Subscribe to our other shows: The Tony Kinnett Cast: https://open.spotify.com/show/7AFk8xjiOOBEynVg3JiN6g The Signal Sitdown: https://megaphone.link/THEDAILYSIGNAL2026390376 Problematic Women: https://megaphone.link/THEDAILYSIGNAL7765680741 Victor Davis Hanson: https://megaphone.link/THEDAILYSIGNAL9809784327 Follow The Daily Signal: X: https://x.com/intent/user?screen_name=DailySignal Instagram: https://www.instagram.com/thedailysignal/ Facebook: https://www.facebook.com/TheDailySignalNews/ Truth Social: https://truthsocial.com/@DailySignal YouTube: https://www.youtube.com/dailysignal?sub_confirmation=1 Subscribe on your favorite podcast platform and never miss an episode. Learn more about your ad choices. Visit megaphone.fm/adchoices
On today's Top News in 10, we cover: Trump officially signs an executive order making good on his promise to label ANTIFA a terrorist organization. Jimmy Kimmel is unsuspended by Disney, but still preempted by Sinclair. An FDA study on a link between gestational Tylenol use and autism sends parent company Kenvue's stock price plummeting. […]
Plus: A judge rules that Orsted can restart construction of a massive wind farm off the coast of Rhode Island. And, the Trump administration hints at a financial rescue for Argentina. Caitlin McCabe hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: Amazon plans to close its Amazon Fresh stores in the U.K. And Tylenol maker Kenvue stock rebounds. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices
Take the Survey: https://tiny.cc/cc869 BestPodcastintheMetaverse.com Canary Cry News Talk #874 - 09.08.2025 - Recorded Live to 1s and 0s Deconstructing World Events from a Biblical Worldview Declaring Jesus as Lord amidst the Fifth Generation War! CageRattlerCoffee.com SD/TC email Ike for discount https://CanaryCry.Support Send address and shirt size updates to canarycrysupplydrop@gmail.com Join the Canary Cry Roundtable This Episode was Produced By: SIR RUNKSMASH, KNIGHT IN 250 CHARACTERS OR LESS; DEFEMDER OF THE SEMICOLONS, AND CHAMPION OF THE COMMA! Executive Producers Amber J*** Gingah*** Sir LX Protocol V2 Baron of the Berrean Protocol*** Felicia D*** Sir Jamey Not the Lanister*** Producers of TREASURE (CanaryCry.Support) Julie S, Sir Spears Knight of the Desert, Bryan S, American Hobo, Roderick B, Anonymous, Dame Frogge, Bruce W, Heather M, Jacob L, Mrs Tinfoilhatman, Veronica D, Sir Scott Knight of Truth, Sir Casey the Shield Knight, Producers of TIME Timestampers: Jade Bouncerson, Morgan E Clankoniphius Links: JAM HARRY LEGS - Sir LX protocol 12:01 Biden spotted in public, people asking what the scar on his head is (X) KAMALA - Felicia D 14:44 LAPD no longer providing protection for Kamala Harris after backlash: report (Fox) WACCINE - Amber J 19:17 Kenvue stock suffers from headlines (CNBC) Using acetaminophen during pregnancy may increase children's autism and ADHD risk (Harvard) → List of brands that use acetaminophen (Be Med Wise) Trump posts clip of thymerisol in vax clip (X/Truth) EPTEIN/TRUMP/FBI - Gingah 1:00:36 CLIP: Mike Johnson suggests Trump was an FBI informant Johnsons office “backtracks” on fbi comment (CBS) SPACE POPE REPTILIAN - Sir Jamey 1:31:36 Pope Leo XIV declares teen computer whiz Carlo Acutis the first millennial saint EXECUTIVE PRODUCERS 1:42:27 TALENT/TIME END 2:36:14