Podcast appearances and mentions of kimberly clark

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Best podcasts about kimberly clark

Latest podcast episodes about kimberly clark

The Gartner Supply Chain Podcast
Navigating the Shifting Consumer Landscape, With Kimberly-Clark's Tamera Fenske

The Gartner Supply Chain Podcast

Play Episode Listen Later Nov 10, 2025 18:50


In this episode of the Supply Chain Podcast, host Thomas O'Connor discusses with Tamera Fenske, Kimberly-Clark's chief supply chain officer, how the leading consumer goods manufacturer traverses the peaks and valleys of the ever-evolving consumer landscape. Fenske details how Kimberly-Clark adjusts to these challenges with agility and makes changes within the organization to adapt to shifting consumer expectations.This episode explores:How consumers balance price-sensitivity with the desire for quality. (1:24)How Kimberly-Clark's supply chain works with the R&D and commercial divisions on product construction, product design and various cost elements. (2:57)Responding to the global market with agility and speed. (6:51)Building strong relationships with C-suite stakeholders. (10:21)Factoring strategy with talent in meeting organizational goals. (15:03)Tamera Fenske is a CPG supply chain leader who has worked in a variety of manufacturing and supply chain leadership roles and is known for unlocking best-in-class capabilities across a range of technologies, innovations and go-to-market models. As chief supply chain officer for Kimberly-Clark, Tamera has global responsibility for the enterprise supply chain's end-to-end manufacturing and distribution footprint, as well as the functional support areas, including procurement, quality, sustainability, occupational health and safety, strategy and capital engineering. Prior to joining Kimberly-Clark in 2022, Tamera served as senior vice president of manufacturing and supply chain for 3M Company, where she led end-to-end supply chain in the U.S. and Canada across all of its business groups and markets. During her 22-year tenure with 3M, she held various senior roles leading manufacturing, supply chain and operations for many of the company's global businesses, as well as plant management. She brings additional prior experience from Marathon Ashland Petroleum and Dow Chemical Company. She holds a bachelor's degree in environmental engineering from Michigan Technological University and has been a frequent presenter at supply chain leadership and manufacturing conferences, sharing her perspective on factory-of-the-future strategies and their impact on the bottom line, advanced process control applications that reduce variability and adopting scalable automation solutions to drive an end-to-end supply chain. Outside of work, Tamera enjoys spending time with her family and friends, hiking with her two dogs, traveling, scuba diving and enjoying the great outdoors.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dividend Talk
EPS #269 | Novo Nordisk Earnings, Kimberly-Clark Buys Kenvue, & Our Update on monthly dividend portfolio

Dividend Talk

Play Episode Listen Later Nov 8, 2025 93:03


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
EP. #353 | ¿¡Un TRILLÓN de dólares!?

Emprendeduros

Play Episode Listen Later Nov 7, 2025 30:20


¡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/

Inside the ICE House
Market Storylines: M&A Activity, Crypto Slide + Supreme Court To Decide on Tariffs

Inside the ICE House

Play Episode Listen Later Nov 7, 2025 8:53


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.

AJ Bell Money & Markets
Tax hikes, M&S fights back, and why the robots are coming

AJ Bell Money & Markets

Play Episode Listen Later Nov 7, 2025 48:02


On this episode of the AJ Bell Money & Markets podcast, Dan Coatsworth and Danni Hewson discuss the Chancellor's unusual pre-Budget speech. They assess how markets reacted to hints, but not confirmation, that taxes could rise. [1:50] The pair also discuss which taxes could go up and what that might mean for your pocket.  [9:35] How much sparkle did Marks & Spencer lose from this year' cyberattack? Find out as Danni and Dan unpick its latest results [12:45]. Dan considers why high street retailer Primark might finally be spun out from its parent company. [17:45] He also explains why companies split and talks through some key examples of the past 20 years. [21:25] Danni considers Kimberly Clark's bid for under-fire Tylenol maker Kenvue, the consumer goods company spun out from Johnson & Johnson just a few years ago. [25:06] Plus, Michael Burry, the trader who inspired the film The Big Short is betting on an AI bubble [29:10]. We also take a different look at big tech – not AI but robotics – with Dan chatting to Simon Edelsten, manager of the Goshawk Global fund, about factory automation and why it's hot news again. [32:55]

BTC Cast
Como ter emprego na era da IA, Kimberly Clark, Spotify, Netflix e Varejo Alimentar | BTC Journal

BTC Cast

Play Episode Listen Later Nov 7, 2025 51:07


#BTCJournal #varejo #netflix #spotifyConheça a BTC e saiba mais sobre nossos cursos.Inscrições abertas para as turmas de 2026!• General Business Program: https://bit.ly/btccast-gbp• Strategy & Finance Program: https://bit.ly/btccast-sfp• Excel + Business Program: https://bit.ly/btccast-ebp• Pricing Strategy Program: https://bit.ly/btccast-psp -----Painel semanal de notícias de negócios e empresas, comentadas e analisadas pela Business Training Company!Participe do grupo exclusivo BTC e acesse cupons de desconto especiais para nossos cursos e também vagas e oportunidades nas áreas mais desejadas: https://bit.ly/GrupoExclusivoBTC----------------------------------------------------TAMBÉM EM PODCAST!Spotify: https://bit.ly/btc-cast-spotifyApple Podcasts: https://apple.co/39biGYb----------------------------------------------------TEMAS COMENTADOS:Streaming• Netflix quer comprar a Warner Bros Discovery• Resultados do SpotifyBens de Consumo e Varejo• Varejo alimentar em queda• Kimberly Clark compra Kenvue (Tylenol, Band-Aid, Listerine)Discussão do Journal• Amazon planeja demitir 30 mil: como garantir emprego na era da IA?Quer receber nossos conteúdos gratuitos? Assine nossa newsletter e receba as notícias de negócios comentadas pela equipe da BTC: https://bit.ly/btccastnews----------------------------------------------------Siga a Business Training Company nas redes sociais!Facebook: https://bit.ly/face-btcInstagram: https://bit.ly/insta-btcLinkedIn: https://bit.ly/linkedin-btc----------------------------------------------------Confira nosso site: https://bit.ly/SiteBTC

The Glossy Beauty Podcast
Bansk Beauty's Reuben Carranza on building a distinct brand that lasts

The Glossy Beauty Podcast

Play Episode Listen Later Nov 6, 2025 40:20


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. 

Market Maker
Pound Slides, Quants Cash In, and a $49B M&A Gamble

Market Maker

Play Episode Listen Later Nov 6, 2025 55:45


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.

Motley Fool Money
Consumer Brands Shake Things Up…With Mergers

Motley Fool Money

Play Episode Listen Later Nov 5, 2025 17:20


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

Gist Healthcare Daily
Wednesday, November 5, 2025

Gist Healthcare Daily

Play Episode Listen Later Nov 5, 2025 7:20


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.

Let's Talk Supply Chain
500: Women in Supply Chain, Angela Woody

Let's Talk Supply Chain

Play Episode Listen Later Nov 5, 2025 44:49


Angela Woody talks about her career journey; learning to let go of inherited beliefs; making IT investments; & the guiding principles that have shaped her life. IN THIS EPISODE WE DISCUSS:   [04.09] Angela's coincidental career – how volunteering at an event led to an internship that led to a full-time role at Kimberly-Clark. "It was a happenstance!... Someone took a chance on me." [08.41] Angela's 13-year tenure at Kimberly-Clark: how her career progressed, what she learned, and her biggest achievements. "Working for a global manufacturing company, you just had a wealth of opportunities… There was an opportunity to work on a first-of-a-kind project… and on that project, I could be innovative, experimental – it was career-changing." [14.21] Why Angela made a move from large CPG to small healthcare business, and how she changed her assumptions around what a stable, long-term career should look like. [17.45] What Angela loves about supply chain. "Supply chain is not a flashy job! … It's dirty, and for some reason that sparked my intertest... Supply chain is the last thing that's going to touch a product before it's delivered to the customer, that's our responsibility – and I fell in love with that." [21.40] How the pandemic shone a light on the industry, and why hesitation to make capital investments in IT systems is one of the biggest challenges in supply chain right now. "2020 was a blessing in disguise for supply chain. It brought some immediate visibility into how fragile our global supply chain really is – and it finally became a topic in the boardroom." "The companies that are truly making the investment in IT, making the investment in upgrades, they're the ones that are winning." [24.40] Why change management is still such a big problem, and how businesses should be approaching it for success. "Change management takes focus, time, resources and empathy. Change management is one of the most underleveraged capabilities, and I've seen many IT transformations fail because of a lack of investment in it." [27.40] Angela's 'Bring Your Kid To Work Day' experience with her daughter, and how we engage the upcoming generations in supply chain. "I have two girls, and I want to be a role model for them. I want to show them they can do anything they set their minds to, as long as they work hard." [31.31] Angela's experience as a woman in supply chain and technology. [35.15] The guiding principles that have shaped Angela's success, in life and work. [36.08] The importance of mentorship, and how Angela supports the next generations. "When I first started, mentorship wasn't something that was available, or even discussed… So, as we've evolved, and have seen its importance, I've taken male and female mentees and worked with them to have an opportunity to talk about things – I wish I had that." [38.35] The future for Angela. "I've worked hard to be where I am, but the feeling you get when you spend time out in the community and truly give back, is very special to me." RESOURCES AND LINKS MENTIONED:   You can connect with Angela over on LinkedIn. If you enjoyed this episode and want to hear from more women in tech, check out 493: Women in Supply Chain, Natalie Walker, 470: Women in Supply Chain, Melodie Van Der Baan, or 479: Women in Supply Chain, Lina Castaneda.

La Estrategia del Día
Detrás de la salida de Telefónica, Aeroméxico, Kimberly-Clark y Ferrari

La Estrategia del Día

Play Episode Listen Later Nov 5, 2025 11:23


Muy buenos días, es oficial, Telefónica sale de México, pero ¿qué hay detrás de este movimiento para poder entenderlo?  Aeroméxico da buenas señales en Estados Unidos en medio de su salida a bolsa, México también pinta para hacer triunfar a Kimberly-Clark y Ferrari esquiva (por ahora) los aranceles de Trump. Registra tu respuesta para ganar el pase: summit_mex@bloomberglinea.com 

NewsTalk STL
H2: Gary Hollis, State Director at Americans for Prosperity-Missouri 11.04.2025

NewsTalk STL

Play Episode Listen Later Nov 5, 2025 42:42


THE TIM JONES AND CHRIS ARPS SHOW 0:00 SEG 1 Speaker’s Stump Speech is about wrecking the Democrats’ brand and is brought to you by https://www.hansenstree.com/ 17:23 SEG 2 Gary Hollis, State Director at Americans for Prosperity-Missouri | TOPIC: The REINS Act – important piece of regulatory reform legislation moving through the General Assembly | Personal property tax reduction elimination AFPmissouri.com https://x.com/AFPMissouri 30:58 SEG 3 Tylenol to be purchased by Kimberly Clark https://newstalkstl.com/ FOLLOW TIM - https://twitter.com/SpeakerTimJones FOLLOW CHRIS - https://twitter.com/chris_arps 24/7 LIVESTREAM - http://bit.ly/NEWSTALKSTLSTREAMS RUMBLE - https://rumble.com/NewsTalkSTL See omnystudio.com/listener for privacy information.

The Tim Jones and Chris Arps Show
H2: Gary Hollis, State Director at Americans for Prosperity-Missouri 11.04.2025

The Tim Jones and Chris Arps Show

Play Episode Listen Later Nov 5, 2025 42:42


THE TIM JONES AND CHRIS ARPS SHOW 0:00 SEG 1 Speaker’s Stump Speech is about wrecking the Democrats’ brand and is brought to you by https://www.hansenstree.com/ 17:23 SEG 2 Gary Hollis, State Director at Americans for Prosperity-Missouri | TOPIC: The REINS Act – important piece of regulatory reform legislation moving through the General Assembly | Personal property tax reduction elimination AFPmissouri.com https://x.com/AFPMissouri 30:58 SEG 3 Tylenol to be purchased by Kimberly Clark https://newstalkstl.com/ FOLLOW TIM - https://twitter.com/SpeakerTimJones FOLLOW CHRIS - https://twitter.com/chris_arps 24/7 LIVESTREAM - http://bit.ly/NEWSTALKSTLSTREAMS RUMBLE - https://rumble.com/NewsTalkSTL See omnystudio.com/listener for privacy information.

Business Casual
Tylenol Maker Bought for $40B & Coke Doubles Down on AI Ads

Business Casual

Play Episode Listen Later Nov 4, 2025 28:34


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

Marketplace All-in-One
Why pay $50 billion for the headache known as Tylenol?

Marketplace All-in-One

Play Episode Listen Later Nov 4, 2025 6:24


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.

Marketplace Morning Report
Why pay $50 billion for the headache known as Tylenol?

Marketplace Morning Report

Play Episode Listen Later Nov 4, 2025 6:24


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.

Alles auf Aktien
Dubiose Angebote für Eure Aktien und Comeback der grünen Energie

Alles auf Aktien

Play Episode Listen Later Nov 4, 2025 24:26


In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über das Allzeithoch von Siemens Energy, die Übernahme von Kenvue durch Kimberly-Clark und das große Rätselraten um eine Privatbank. Außerdem geht es um Micron, Alphabet, Biontech, Bristol Myers Squibb, Amazon, OpenAI, Nvidia, Iris Energy, Microsoft, Dell Technologies, Johnson & Johnson, BMW, Continental, Volkswagen, Mercedes-Benz, Aixtron, Deutsche Pfandbriefbank, Lufthansa, Bloom Energy, First Solar, Nextracker, Enphase, Siemens Energy, Linde, Air Liquide, Plug Power, Ballard Power, NEL Asa, Samsung SDI, QuantumScape, GE Vernova, Schneider Electric, Iberdrola, NextEra Energy, Rock Tech Lithium, iShares Global Clean Energy ETF (WKN: A0MW0M), Global X Hydrogen ETF (WKN: A3E40P), Amundi Global Hydrogen ETF (WKN: A1C7AK), WisdomTree Renewable Energy ETF (WKN: A3D7VR), Global X Cleantech ETF (WKN: A2QPB4), Amundi MSCI New Energy ETF (WKN: LYX0CB). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

La Estrategia del Día
Estrategias mundialistas, Kleenex y Tylenol, Perú, BYD y Tesla

La Estrategia del Día

Play Episode Listen Later Nov 4, 2025 16:25


Muy buenos días, mientras se pospone el evento de las actividades del Mundial por el panorama negro en México, los estados mundialistas esperan el sorteo para afinar sus estrategias económicas. Perú rompe relaciones con México. Las acciones de BYD, de capa caída, los Kleenex y el Tylenol ahora estarán juntos gracias a Kimberly-Clark, tremenda compra la que se dio el lunes y Tesla enfrenta demandas por puertas que no se abren en accidentes. Además, nueva oportunidad para ganarse un pase doble al Bloomberg Línea Summit. Registra tu respuesta para ganar el pase: summit_mex@bloomberglinea.com [Patrocinado] Descubre cómo Dell Technologies potencia la IA y la seguridad digital de las organizaciones: https://www.youtube.com/watch?v=WhRlYpCX3oQ

Pharma and BioTech Daily
**Industry Shifts: Mergers, Regulations, and Biotech Breakthroughs**

Pharma and BioTech Daily

Play Episode Listen Later Nov 4, 2025 8:20


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're diving into a series of transformative events reshaping the landscape of healthcare, from strategic mergers and regulatory shifts to groundbreaking advancements in drug development.Let's begin with a monumental merger that signals a shift towards more integrated healthcare solutions. The $48.7 billion acquisition of Kenvue, a consumer health spinout from Johnson & Johnson, by Kimberly-Clark illustrates the growing convergence between consumer health products and traditional pharmaceuticals. This strategic move highlights a trend towards expanding product portfolios and enhancing distribution networks, aiming to better address comprehensive patient needs. Mergers like these could redefine how healthcare products are marketed and delivered, emphasizing holistic approaches to patient care.Turning to regulatory news, the resignation of Dr. George Tidmarsh from the FDA due to controversial communications has spotlighted the ongoing challenges within regulatory oversight. This incident underscores the delicate balance regulators must maintain in ensuring transparency while safeguarding sensitive information. Such developments are crucial as they directly affect public trust in drug approval processes and the industry's ability to navigate complex regulatory landscapes.In scientific advancements, Roche is making significant progress with its drug Gazyva for autoimmune diseases. Following FDA approval for lupus-related kidney disease, promising Phase 3 trial results for systemic lupus erythematosus (SLE) are propelling Roche closer to offering new hope for patients with this chronic condition, which currently has limited effective treatments. This success underscores the potential of targeted therapies in transforming treatment paradigms for autoimmune diseases.Eli Lilly's $3 billion investment in a new manufacturing facility in the Netherlands marks a strategic effort to bolster oral medicine production globally. This expansion not only reinforces Lilly's commitment to meeting global demand but also reflects an industry-wide trend towards investing in scalable manufacturing capabilities. Such moves are critical for ensuring supply chain resilience and addressing rising healthcare needs worldwide.In legal news, Pfizer's fierce competition with Metsera over Novo Nordisk's counteroffer highlights the high stakes involved in securing promising assets within the biotech sector—a sector particularly focused on obesity treatment due to its substantial market growth potential. The outcome of this legal battle could influence future strategic partnerships and acquisitions, demonstrating the intense competition among pharmaceutical giants.Meanwhile, UniQure faces challenges as its gene therapy for Huntington's disease encounters regulatory hurdles with the FDA. Despite initial expectations as a groundbreaking treatment, this setback emphasizes the rigorous scrutiny gene therapies undergo to ensure safety and efficacy. Such hurdles highlight the complexities of advancing novel therapies through regulatory pathways.Policy developments are also reshaping drug pricing structures as evidenced by HRSA's approval of eight drugmakers' plans for a 340B rebate model pilot program. This initiative aims at optimizing pricing structures while balancing cost containment with access to essential medications for underserved populations—a critical concern in today's healthcare landscape.International collaborations continue to play a pivotal role in accelerating drug discovery and development. Neurocrine Biosciences' $880 million deal with China's TransThera Sciences exemplifies such partnerships, focusing on emerging therapeutic areas like immunology. These collaborations are vital in leveraging global expertise and resources to drive innovatSupport the show

The Manila Times Podcasts
BUSINESS: Kimberly-Clark to buy Tylenol maker Kenvue in $48.7-B deal | Nov. 5, 2025

The Manila Times Podcasts

Play Episode Listen Later Nov 4, 2025 3:47


BUSINESS: Kimberly-Clark to buy Tylenol maker Kenvue in $48.7-B deal | Nov. 5, 2025Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.

Spikes Excitement Talks
Spikes Excitement Talk #120 with Jo Royce

Spikes Excitement Talks

Play Episode Listen Later Nov 4, 2025 27:19


In this  episode, host Gordon welcomes an old friend, colleague, and former boss — Jo Royce, whose remarkable career spans Glue, Sapient, Google, Unilever, and Kimberly-Clark.Together, they explore the evolution and implosion  of the creative and marketing industries in an era of AI disruption, automation, and shifting business models. They dive deep into the changing landscape of advertising and marketing, why the industry struggles to attract diverse new talent, the impact of AI on creativity and employment, leadership, learning, and staying “connected to the do” and inding purpose and humanity in fast-changing systemsAlong the way, Jo shares candid stories from her path — from building agencies to mentoring through WACL and Brixton Finishing School — and offers hope and honesty for anyone navigating change.Tune in to get refreshing insights!

InfoBref actualité et affaires
Montant record de liquidités pour Berkshire Hathaway

InfoBref actualité et affaires

Play Episode Listen Later Nov 4, 2025 5:41


L'essentiel des nouvelles le 4 novembre 2025 --- TI et affaires: JIQ le 19 novembre à Québec -> https://actionti.com/jiq/ ---C'est finalement l'homme d'affaires Luc Boivin qui a été élu maire de SaguenayLe gouvernement Carney présentera son premier budget cet après-midi Glencore envisagerait de fermer la Fonderie Horne Les Québécois regardent encore beaucoup plus les chaines de télé traditionnelle que Netflix, YouTube et TikTokQuestrade obtient le feu vert pour lancer une banque numériqueOpenAI a signé un premier contrat avec AmazonLa société américaine Kimberly-Clark achète le fabricant de TylenolBerkshire Hathaway détient un montant record de liquiditésLa Bourse de Toronto va accueillir sa première nouvelle société techno en quatre ans--- Version écrite de ces nouvelles et autres nouvelles: https://infobref.com Pour s'abonner aux infolettres gratuites d'InfoBref (notamment pour recevoir ce bulletin audio par écrit chaque matin): https://infobref.com/infolettres Où trouver le balado InfoBref sur les principales plateformes de balado: https://infobref.com/audio Commentaires et suggestions à l'animateur Patrick Pierra, et information sur les options de publicité-commandite dans ce balado: editeur@infobref.com Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

WSJ What’s News
What Drove Kimberly-Clark's $40 Billion Deal for Tylenol Maker Kenvue

WSJ What’s News

Play Episode Listen Later Nov 3, 2025 14:52


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

The Dividend Cafe
Monday - November 3, 2025

The Dividend Cafe

Play Episode Listen Later Nov 3, 2025 11:42


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

WSJ Minute Briefing
Kimberly-Clark Buys Tylenol Maker Kenvue for Over $40 Billion

WSJ Minute Briefing

Play Episode Listen Later Nov 3, 2025 2:57


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

Squawk Pod
Big Tech's Big Challenges & Transportation Sec. Sean Duffy 11/3/25

Squawk Pod

Play Episode Listen Later Nov 3, 2025 41:05


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.

Squawk on the Street
Kimberly-Clark to Buy Kenvue, Amazon-OpenAI Deal, November Markets 11/3/25

Squawk on the Street

Play Episode Listen Later Nov 3, 2025 42:01


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.

Squawk on the Street
SOTS 10AM: The Bull Case for Stocks Into Year-End, Why AI is Helping Avoid a Recession, Ares CEO on Alternatives 11/3/25

Squawk on the Street

Play Episode Listen Later Nov 3, 2025 44:32


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.

World Business Report
US Government shutdown close to becoming the longest in history

World Business Report

Play Episode Listen Later Nov 3, 2025 8:56


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

Nightly Business Report
Kimberly-Clark to Buy Kenvue, Tech Deal Frenzy and Palantir's Potential 11/3/25

Nightly Business Report

Play Episode Listen Later Nov 3, 2025 43:58


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.

TD Ameritrade Network
Stock Market Today: AMZN & OpenAI Partnership, KVUE & KMB Merger, PLTR Earnings

TD Ameritrade Network

Play Episode Listen Later Nov 3, 2025 2:38


It was a mixed session to start November trading, with Amazon (AMZN) being the sole reason the SPX closed higher. It and OpenAI announced a $38 billion partnership that will allow the ChatGPT parent to use Amazon's AWS cloud. The deal still didn't have as big of a price tag as Kimberly-Clark's (KMB) offer to buy Kenvue (KVUE). Palantir (PLTR) created volatility after hours when it posted a strong earnings beat and commercial revenue that more than doubled year-over-year. Sam Vadas highlights the top stories to start the week.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Market Events This Week: Earnings, Jobs Report, M&A Heat Up

TD Ameritrade Network

Play Episode Listen Later Nov 3, 2025 8:18


Stocks could see a relief rally with solid earnings, but a prolonged government shutdown and lack of economic data may create market fog, making it harder for the Fed to set policy. Kevin Green says ADP's jobs report on Wednesday will take on added importance, while investors also keep an eye on inflationary prints. Meanwhile, M&A activity is heating up, with Kimberly-Clark's (KMB) $48.7 billion bid for Kenvue (KVUE).======== 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

VG Daily - By VectorGlobal
Radiografía de una economía en “K”, mientras Kimberly-Clark va de compras y Warren Buffett acumula efectivo récord

VG Daily - By VectorGlobal

Play Episode Listen Later Nov 3, 2025 19:37


En este episodio de VG Daily, Andre Dos Santos y Juan Manuel de los Reyes comienzan con un repaso del mes de octubre, un periodo que suele ser complicado para los mercados pero que esta vez desafió la estadística. Luego analizan el fenómeno de la “economía en K”, un país que avanza en dos velocidades, una para los consumidores de altos ingresos que gastan más en bienes y experiencias premium, y otra para los hogares que siguen presionados por tasas altas y precios elevados.El episodio continúa con el reporte de Berkshire Hathaway, que mostró una caja récord de US$382 mil millones, reflejo de la prudencia de Warren Buffett ante un mercado caro. Cierran con la noticia corporativa del día, Kimberly-Clark acordó comprar Kenvue por casi US$49 mil millones, una operación que busca crear un gigante global del cuidado personal y la salud cotidiana, combinando marcas icónicas como Huggies, Kleenex, Tylenol y Listerine.

CNBC’s “Money Movers”
Mamdani's Policies, David Rosenberg's Macro Outlook, Kimberly-Clark Kenvue Deal 11/3/25

CNBC’s “Money Movers”

Play Episode Listen Later Nov 3, 2025 43:18


How New York City mayoral candidate Zohran Mamdani's policies could impact the city's economy. Plus, an interview with David Rosenberg, founder and president of Rosenberg Research on macro outlooks. Kimberly-Clark's plan to acquire Kenvue. And why some GOP members of Congress support enhanced ACA tax credits. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Beurswatch | BNR
Warren Buffett wil niet. Moet jij dan wél aandelen kopen?

Beurswatch | BNR

Play Episode Listen Later Nov 3, 2025 20:41


Warren Buffett heeft er niet echt zin meer in. Zijn Berkshire Hathaway blijft maar aandelen verkopen. Al drie jaar lang verkoopt hij meer, dan dat ie koopt. Zijn cashberg blijft maar groeien en tikt een nieuw record aan: hij heeft nu meer dan 381 miljard dollar achter de hand. Om aan te geven hoe krankzinnig veel dat is. Met dat geld kan je Ahold Delhaize, Prosus, Heineken, ING én Universal Music Group kopen. Deze aflevering kijken we of het terecht is dat Buffett maar niks koopt. Als hij geen kansen ziet, moet jij dan wel kopen? Ook hebben we het over modellen. Over auto's om precies te zijn. Auto-aandelen hadden er vandaag wél zin in. De vrees dat er een chiptekort ontstaat (door de ruzie tussen Nederland en China) is voor nu weg. Alleen, voor hoe lang?Verder bespreken we de jaarrekening van Ebusco. Dat ziet er niet goed uit, de accountant vond foutjes. Ook gaat het over de kwartaalcijfers PostNL en de ceo van Ryanair. Die is helemaal klaar met de Britse minister van Financiën. Deze aflevering gaat ook over Nvidia. Dat mag toch niet z'n meest geavanceerde chip verkopen in China. See omnystudio.com/listener for privacy information.

NY to ZH Täglich: Börse & Wirtschaft aktuell
Pharma-Deal und Amazon mit Großauftrag | New York to Zürich Täglich

NY to ZH Täglich: Börse & Wirtschaft aktuell

Play Episode Listen Later Nov 3, 2025 15:20


Amazon bekommt einen $38 Mrd. Auftrag von OpenAi, was den Nadsaq anfacht. Ansonsten ist die Tendenz trotz eines Mega-Deal im Pharmabereich und einer weiteren Annäherung zwischen China und den USA uneinheitlich. Kenvue wird für fast $50 Mrd. von Kimberly Clark übernommen. Letzte Woche kursierten Gerüchte, dass sich auch Moderna zum Verkauf aufgestellt hat. Die Aktionäre werden in Cash und Aktien angefunden. Was Quartalszahlen betrifft, hatte wir letzte Woche den Zenit der Meldungen. Es haben nicht nur ungewöhnlich viele Unternehmen die Ertragsziele geschlagen. 43% der Firmen, die sich zu den Aussichten äußerten, haben die Prognosen angehoben. Wir sehen für Q3 nun ein solides Gewinnwachstum von 10,7%, berichtet FactSet. Berkshire Hathaway konnte am Wochenende die Erwartungen ebenfalls übertreffen, mit der Aktie vor dem Opening freundlich. Im weiteren Wochenverlauf stehen erneut einige wichtige Tech-Ergebnisse an. Heute Abend meldet Palantir, gefolgt von AMD, Arista Networks, Super Micro, Shopify und Spotify am Dienstag. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Wall Street mit Markus Koch
Mega-Deal an der Wall Street | Kenvue wird für $50 Mrd. übernommen.

Wall Street mit Markus Koch

Play Episode Listen Later Nov 3, 2025 24:13


Ein Paukenschlag im Pharmasektor treibt die Börse zum Wochenstart an: Kimberly Clark übernimmt Kenvue für fast 50 Milliarden Dollar! Auch aus China und den USA gibt es versöhnliche Töne – ein weiteres Signal für Entspannung zwischen den Supermächten. Gerüchte um Moderna machen weiter die Runde: Steht auch hier ein Verkauf bevor? Währenddessen zeigt sich die Berichtssaison von ihrer starken Seite – 43% der Unternehmen haben ihre Prognosen angehoben, und laut FactSet liegt das Gewinnwachstum im dritten Quartal bei soliden 10,7%. Berkshire Hathaway glänzt mit besser als erwarteten Zahlen, die Aktie startet freundlich in die Woche. Und es bleibt spannend: Palantir meldet heute Abend, AMD, Arista Networks, Super Micro, Shopify und Spotify folgen am Dienstag. Ein Podcast - featured by Handelsblatt. +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++ Hinweis zur Werbeplatzierung von Meta: https://backend.ad-alliance.de/fileadmin/Transparency_Notice/Meta_DMAJ_TTPA_Transparency_Notice_-_Ad_Alliance_approved.pdf +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html Impressum: https://www.360wallstreet.de/impressum

AEX Factor | BNR
Warren Buffett wil niet. Moet jij dan wél aandelen kopen?

AEX Factor | BNR

Play Episode Listen Later Nov 3, 2025 20:41


Warren Buffett heeft er niet echt zin meer in. Zijn Berkshire Hathaway blijft maar aandelen verkopen. Al drie jaar lang verkoopt hij meer, dan dat ie koopt. Zijn cashberg blijft maar groeien en tikt een nieuw record aan: hij heeft nu meer dan 381 miljard dollar achter de hand. Om aan te geven hoe krankzinnig veel dat is. Met dat geld kan je Ahold Delhaize, Prosus, Heineken, ING én Universal Music Group kopen. Deze aflevering kijken we of het terecht is dat Buffett maar niks koopt. Als hij geen kansen ziet, moet jij dan wel kopen? Ook hebben we het over modellen. Over auto's om precies te zijn. Auto-aandelen hadden er vandaag wél zin in. De vrees dat er een chiptekort ontstaat (door de ruzie tussen Nederland en China) is voor nu weg. Alleen, voor hoe lang?Verder bespreken we de jaarrekening van Ebusco. Dat ziet er niet goed uit, de accountant vond foutjes. Ook gaat het over de kwartaalcijfers PostNL en de ceo van Ryanair. Die is helemaal klaar met de Britse minister van Financiën. Deze aflevering gaat ook over Nvidia. Dat mag toch niet z'n meest geavanceerde chip verkopen in China. See omnystudio.com/listener for privacy information.

Lebensmittel Zeitung Audio News
Kimberly-Clark will Kenvue kaufen

Lebensmittel Zeitung Audio News

Play Episode Listen Later Nov 3, 2025 5:01


Die Top-Meldungen am 03. November 2025: Kimberly-Clark will Kenvue kaufen. Hersteller sehen kaum Entspannung bei Kakao. Tiktok-Shop im deutschen E-Commerce etabliert.

Cierre de mercados
Cierre de Mercados: 03/11/2025

Cierre de mercados

Play Episode Listen Later Nov 3, 2025 53:59


Amazon se va a máximo histórico tras firmar acuerdo plurianual valorado en 38.000 millones de dólares para suministrar servicios de computación en la nube al fabricante de ChatGPT, OpenAI, dándole acceso, además, a los procesadores gráficos de Nvidia. Esta última acción gana más de 2,5% después de que Trump anunciase que sus chips más avanzados se reservarán para empresas estadounidenses. Hay actividad también en fusiones y adquisiciones. Kenvue sube un 17% después de que Kimberly-Clark anunciase la adquisición del fabricante de Tylenol en una operación valorada en más de 40.000 millones de dólares. Las acciones de Kimberly-Clark caen un 12%. El dato económico del día es el PMI Manufacturero. El sector se contrae por octavo mes consecutivo en octubre, debido a la debilidad de los nuevos pedidos y a que los proveedores tardan más en entregar los materiales a las fábricas, en un contexto de aranceles a los bienes importados. Analizamos el mercado esta hora con Gisela Turazzini, de Blackbird.

Linea mercati
The Street | Altro record per Amazon; vola anche Kenvue dopo l'acquisto da parte di Kimberly- Clark e le altre storie da Wall Street

Linea mercati

Play Episode Listen Later Nov 3, 2025 4:32


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Marcus Today Market Updates
Pre-Market Report – Tuesday 4th November - US Markets mixed - Amazon hits high - Palantir results - RBA and Cup today SPI down 9

Marcus Today Market Updates

Play Episode Listen Later Nov 3, 2025 13:03


The big deals just keep coming over in the USA. Amazon hit all time highs on the news that OpenAI has signed a seven year deal to buy services from Amazon's cloud division AWS. It's worth $38bn. Amazon rose 4%, lifting again after its quarterly report last week. That helped the Nasdaq rise 0.45%. Tesla also rose 2%, momentum starting to form after the wobble around it quarterly update back on October 22. Nvidia also rose 2%. Its most advanced AI chips remain reserved for US companies. That's not all. The firm behind consumer brands Huggies and Kleenex, Kimberly-Clark, is going to spend $40bn to buy a company called Kenvue, makers of Tylenol. This kind of action tends to come after a strong bull run. The SP500 finished up 0.16%.  SPI futures are down 9 points. The ASX set to open lower. RBA and Cup in focus. Victorian holiday.Not much fun for resource investors overnight. Spot uranium fell and dragged down the sector, with Cameco off 1.2% and NexGen Energy -6.3%. Copper stocks were weak as the copper bull run takes a breather. Lithium shares were generally down too. US financials and the VIX were flat.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Keep It!
Lily Allen & Deliver Me From Nowhere with Justine Lupe & Kimberly Clark

Keep It!

Play Episode Listen Later Oct 29, 2025 77:40


This week, Louis Virtel is joined by comedian Kimberly Clark to discuss Lily Allen's new album, West End Girl, Springsteen: Deliver Me From Nowhere, the TikTokkers "decentering men," and Jennifer Lawrence's press tour. Justine Lupe also joins Louis to chat about season two of Netflix's Nobody Wants This. Subscribe to Keep It on YouTube to catch full episodes, exclusive content, and other community events. Find us there at YouTube.com/@KeepItPodcast  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mental Toughness Mastery Podcast with Sheryl Kline, M.A. CHPC
Power of Vision During Disruptive Times - an Interview with Kimberly Currier, Global Vice President, Talent Development at AECOM

Mental Toughness Mastery Podcast with Sheryl Kline, M.A. CHPC

Play Episode Listen Later Oct 9, 2025 37:32


http://www.sherylkline.com/blogIn the latest Fearless Female Leadership interview, I had the distinct honor of sitting down with Kimberly Currier, Global Vice President of Talent Development at AECOM, about “The Importance of Vision During Disruptive Times.”Kimberly's story is one of grit, grace, and grounded vision. A former Division I softball player turned global executive, she learned early that success depends not only on skill, but on teamwork, resilience, and self-leadership. These lessons carried her from the softball field to the boardroom, where she now helps leaders navigate change and uncertainty with clarity and compassion.Through career pivots (from 20 years at the American Cancer Society to corporate roles at Kimberly-Clark and AECOM) Kimberly has shown that growth doesn't always mean “upward.” Sometimes it means stepping sideways or even slowing down to realign with your values and well-being. Her courage was tested in 2020, when the pandemic, organizational change, and serious health challenges converged at once. Her response? Patience, grace, and a renewed commitment to focusing on what she could control.Kimberly believes vision acts as a compass during chaos… helping us filter out noise, stay aligned with our purpose, and focus energy where it matters most. Whether personal or organizational, vision keeps us grounded, intentional, and resilient (even in times of disruption.)

The School for Humanity
#157 "The Human Advantage: What AI Can't Replace in Sales and Marketing with Brigham Dickinson & Sivan Caspi Herner"

The School for Humanity

Play Episode Listen Later Oct 6, 2025 29:40


“It's all about human to human.” -Sivan Caspi Herner   Brigham Dickinson is the founder of Power Selling Pros, a company dedicated to transforming customer service teams into highly effective, persuasive, and revenue-generating forces. His journey began a decade ago when he realized that even high-quality leads could be lost due to poor call handling—an insight that inspired him to coach CSRs directly. Drawing on hands-on experience in both advertising and phone-based customer service, Brigham developed a training system that helps teams book more calls and wow more customers across industries from HVAC and plumbing to automotive and marketing services. Over the past ten years, he has scaled Power Selling Pros to help businesses worldwide optimize their call handling, uncovering hidden revenue and boosting customer satisfaction. In this episode, Brigham shares his lessons on turning ordinary interactions into measurable growth and why empowering CSRs is key to long-term business success. Website:https://powersellingpros.com/  LinkedIn: https://www.linkedin.com/in/brigham-dickinson/ YouTube: https://youtube.com/@powersellingpros?feature=shared Instagram: https://www.instagram.com/power.sellingpros/ Facebook: https://www.facebook.com/BrighamDickinsonPSP?mibextid=LQQJ4d   Sivan Caspi is a strategic marketing leader with over 15 years of experience from global B2B tech and B2C FMCG companies. She began her career building and growing leading consumer brands at companies like Kimberly-Clark and Tempo, before moving into the tech space, where she brings a unique blend of brand expertise and performance marketing know-how. As VP Marketing at CoolAutomation, Sivan leads global marketing strategy, brand positioning, and go-to-market execution. She has a proven track record in launching brands and products, scaling demand generation, and driving growth across international markets. Sivan believes that smart marketing happens where strategy meets execution, technology meets creativity, and data meets people. Because in the end, it's not B2B or B2C - it's human to human. Website: https://coolautomation.com LinkedIn: https://www.linkedin.com/in/sivancaspi/?originalSubdomain=il Instagram: https://www.linkedin.com/in/sivancaspi/   In this episode, we dive into the power of customer experience and smart marketing, exploring how businesses can unlock hidden revenue, scale globally, and connect with people on a human level.   Apply to join our marketing mastermind group: https://notypicalmoments.typeform.com/to/hWLDNgjz Follow No Typical Moments at: Website: https://notypicalmoments.com/ LinkedIn: https://www.linkedin.com/company/no-typical-moments-llc/ YouTube: https://www.youtube.com/channel/UC4G7csw9j7zpjdASvpMzqUA Instagram: https://www.instagram.com/notypicalmoments Facebook: https://www.facebook.com/NTMoments

The NTM Growth Marketing Podcast
#157 "The Human Advantage: What AI Can't Replace in Sales and Marketing with Brigham Dickinson & Sivan Caspi Herner"

The NTM Growth Marketing Podcast

Play Episode Listen Later Oct 6, 2025 29:40


“It's all about human to human.” -Sivan Caspi Herner   Brigham Dickinson is the founder of Power Selling Pros, a company dedicated to transforming customer service teams into highly effective, persuasive, and revenue-generating forces. His journey began a decade ago when he realized that even high-quality leads could be lost due to poor call handling—an insight that inspired him to coach CSRs directly. Drawing on hands-on experience in both advertising and phone-based customer service, Brigham developed a training system that helps teams book more calls and wow more customers across industries from HVAC and plumbing to automotive and marketing services. Over the past ten years, he has scaled Power Selling Pros to help businesses worldwide optimize their call handling, uncovering hidden revenue and boosting customer satisfaction. In this episode, Brigham shares his lessons on turning ordinary interactions into measurable growth and why empowering CSRs is key to long-term business success. Website:https://powersellingpros.com/  LinkedIn: https://www.linkedin.com/in/brigham-dickinson/ YouTube: https://youtube.com/@powersellingpros?feature=shared Instagram: https://www.instagram.com/power.sellingpros/ Facebook: https://www.facebook.com/BrighamDickinsonPSP?mibextid=LQQJ4d   Sivan Caspi is a strategic marketing leader with over 15 years of experience from global B2B tech and B2C FMCG companies. She began her career building and growing leading consumer brands at companies like Kimberly-Clark and Tempo, before moving into the tech space, where she brings a unique blend of brand expertise and performance marketing know-how. As VP Marketing at CoolAutomation, Sivan leads global marketing strategy, brand positioning, and go-to-market execution. She has a proven track record in launching brands and products, scaling demand generation, and driving growth across international markets. Sivan believes that smart marketing happens where strategy meets execution, technology meets creativity, and data meets people. Because in the end, it's not B2B or B2C - it's human to human. Website: https://coolautomation.com LinkedIn: https://www.linkedin.com/in/sivancaspi/?originalSubdomain=il Instagram: https://www.linkedin.com/in/sivancaspi/   In this episode, we dive into the power of customer experience and smart marketing, exploring how businesses can unlock hidden revenue, scale globally, and connect with people on a human level.   Apply to join our marketing mastermind group: https://notypicalmoments.typeform.com/to/hWLDNgjz Follow No Typical Moments at: Website: https://notypicalmoments.com/ LinkedIn: https://www.linkedin.com/company/no-typical-moments-llc/ YouTube: https://www.youtube.com/channel/UC4G7csw9j7zpjdASvpMzqUA Instagram: https://www.instagram.com/notypicalmoments Facebook: https://www.facebook.com/NTMoments

Supply Chain Now Radio
Supply Chain Leadership in the Never Normal: A Power Panel of Women Rewriting the Rules

Supply Chain Now Radio

Play Episode Listen Later Sep 24, 2025 50:27 Transcription Available


In this episode of Supply Chain Now, host Karin Bursa welcomes a powerhouse panel of women supply chain leaders who are rewriting the rules in today's “never normal” world. Joining the discussion are Stephanie Beal, Chief Supply Chain Officer at Hasbro; Tamera Fenske, Chief Supply Chain Officer at Kimberly-Clark; Eliza Simeonova, Vice President of Global Supply for Mars Pet Nutrition; Whitney Shlesinger, Vice President of Global Planning and Logistics at McCormick; and Sylvia Wilks, Chief Supply Chain Officer at Lamb Weston.Together, they share defining moments that shaped their careers, from early plant leadership to global transformation initiatives. They explore how artificial intelligence is reshaping supply chain performance: driving operational discipline, improving demand planning, enhancing knowledge management, and freeing teams to focus on creative, strategic work. The panel also reflects on the importance of clean data, talent development, and building integrated value chains that deliver measurable business results.Looking back, each leader offers advice to their younger selves, highlighting the power of mentorship, confidence, and learning from failure while encouraging the next generation to own their careers and pay it forward. Jump into the conversation:(00:00) Intro(02:45) Panel introduction(13:56) Defining career moments(25:13) AI's impact on supply chains(27:19) Data's role in AI success(29:25) AI for employee efficiency(31:11) AI in inventory and demand forecasting(32:33) AI in decision making and strategy(33:39) Personal productivity and AI(36:33) AI in knowledge management(37:41) Career advice for supply chain leaders(47:47) Connecting with supply chain expertsAdditional Links & Resources:Connect with Stephanie Beal: https://www.linkedin.com/in/stephaniebeal/ Connect with Tamera Fenske: https://www.linkedin.com/in/tamera-fenske-08121a7/ Connect with Eliza Simeonova: https://www.linkedin.com/in/eliza-simeonova-787999151/ Connect with Whitney Shlesinger: https://www.linkedin.com/in/whitney-shlesinger/ Connect with Sylvia Wilks: https://www.linkedin.com/in/sylvia-wilks-7658513/ Learn more about Hasbro:

FriendsLikeUs
Jokes, Juries, and Break Dancing: Navigating Today's Headlines

FriendsLikeUs

Play Episode Listen Later Sep 17, 2025 63:13


Dive into laughter as host Marina Franklin talks with Keisha "TK" Dutes and Kimberly Clark ! From game show antics to serious social talks, this episode brings both heart and humor.   Keisha “TK” Dutes is a multidisciplinary creative, audio veteran, and community builder. She is the founder of Philo's Future Media, where she helps producers bring stories to life with intention and authenticity, and serves as co-President of the board of the Association of Independents in Radio (AIR). A passionate educator and advocate for creative expression, TK's work centers on healing, truth-telling, and expanding the possibilities of what audio can be. Beyond the mic, she's an extreme hobbyist and visual artist—immersed in playful, ever-evolving creative pursuits that keep her rooted in joy. Her current project is The Secret Life Of TK Dutes Podcast.  Learn more at tastykeish.com  Kimberly Clark - Originally from Syracuse, NY. She's been seen on Netflix's Tiffany Haddish presents: They Ready, The Late Late Show with James Corden, and Last Comic Standing. She was named one of Time Out L.A.'s Comics To Watch. Always hosted by Marina Franklin - One Hour Comedy Special: Single Black Female ( Amazon Prime, CW Network), TBS's The Last O.G, Last Week Tonight with John Oliver, Hysterical on FX, The Movie Trainwreck, Louie Season V, The Jim Gaffigan Show, Conan O'Brien, Stephen Colbert, HBO's Crashing, and The Breaks with Michelle Wolf. Writer for HBO's 'Divorce' and the new Tracy Morgan show on Paramount Plus: 'Crutch'.  

HISTORY This Week
An Astronomer Hunts a KGB Hacker

HISTORY This Week

Play Episode Listen Later Sep 8, 2025 31:16


September 10, 1986. It's just before 8am when Cliff Stoll's pager jolts him awake. A computer at Lawrence Berkeley Lab has flagged a problem: a tiny 75-cent accounting error. But when Stoll rushes to his office, he realizes this isn't about missing spare change. Someone has slipped into the lab's network, tunneling thousands of miles away into U.S. military computers.  Cliff isn't a spycatcher. He's an astronomer. And yet, from this moment on, he'll spend months chasing a hacker who may be working for the KGB. How did spare change uncover a spy ring? And why did this case mark the end of innocence on the Internet? Special thanks to Cliff Stoll, astronomer, teacher, and author of The Cuckoo's Egg: Tracking a Spy Through the Maze of Computer Espionage; and J.J. Widener, cybersecurity expert currently serving as Director of Cybersecurity Architecture at Kimberly-Clark. Artwork: Cliff Stoll promo image Get in touch: historythisweekpodcast@history.com  Follow on Instagram: @historythisweek Follow on Facebook: ⁠HISTORY This Week Podcast⁠ To stay updated: http://historythisweekpodcast.com To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices