Podcasts about l3harris

Story of the Week (DR):L3Harris ousts CEO after investigation into conduct MML3Harris Technologies, the company that overhauled a Qatari plane now used as Air Force One, has replaced Christopher Kubasik as chairman and chief executive after an investigation determined he violated the defense contractor's code of conduct.Kubasik's alleged conduct didn't involve and has no impact on the Melbourne, Fla., company's financial reporting, controls, customer relationships or operational performance, L3Harris said Monday.The company didn't give details on when it received a report of the potential violation. With the aid of independent counsel, the board determined that Kubasik's removal would be in the company's best interest, L3Harris said. He will be allowed to retain and exercise some previously vested stock options but won't receive severance payments, benefits or accelerated stock-based awards.L3Harris Technologies Appoints Sam Mehta, Proven Aerospace and Defense Executive, as President and Chief Executive Officer“The Board determined that the Executive engaged in conduct that was not consistent with the values of the Company as outlined in its Code of Conduct.”Kubasik will still hold onto some of his options that can net him stock worth about $23 million, as well as more than 200,000 shares of stock in L3Harris that he already owns, valued at nearly $57 million. L3Harris has paid Kubasik compensation valued at $66.3 million during the past three years, including $25.6 million in fiscal 2025.The separation disclosure says the L3Harris board decided to reach a deal with Kubasik to get him to leave rather than trying to fire him for cause. Kubasik did not admit to any violation of the company code of conduct, and the deal expressively forbids any of the parties or their representatives from making public statements “inconsistent” with Monday's disclosure.AND THIS:Women at L3Harris Shared Concerns About CEO's Behavior Years Before OusterIt was a warning that was shared among women who worked for Chris Kubasik: Avoid being alone with the executive and be careful on the corporate jet.Multiple women at defense contractor L3Harris Technologies LHX had raised concerns about Kubasik's behavior, including a formal complaint from one woman to human resources that was made around 2023, according to people familiar with the matter. The employee accused the CEO of sexual harassment, the people said.Kubasik stayed on in his role. The woman left L3Harris. Not all L3Harris board members were briefed on the 2023 complaint and it is unclearOusted L3Harris CEO was previously forced out of Lockheed Martin jobChristopher Kubasik's ouster as the L3Harris CEO was not the first time he was forced out of a company amid an allegation of misconduct.In 2012, Kubasik was set to become the CEO of Lockheed Martin when he was forced to resign after an ethics investigation confirmed that he had a close personal relationship with a subordinate employee.Why Do Boards Keep Giving Misbehaving CEOs Second Chances?L3Harris Technologies' LHX chief executive is out because of misconduct allegations, and it isn't the first time: More than a decade ago, Christopher Kubasik resigned from Lockheed Martin because he was accused of having a relationship with a subordinate.The Crucial Moment That Companies Miss After They Oust a CEOIt matters how a company responds to a scandal once it's caught in one, most blow the moment by choosing secrecy over transparency. It's an opportunity to reset the culture that led to the breach in the first place, but instead “your PR team and your legal team tell you ‘Don't dig into these things—it's not good for the company,' so you silence all the debates.”.Meta faces a $1.4 trillion threat that could mean ‘turning in the keys and walking away'—but the stakes of the case reach across techThe trial involves a coalition of 29 state attorneys general in a unified case against Meta that was brought in 2023, and will be argued by lawyers representing California, Colorado, New Jersey and Kentucky. The stakes are enormous as leading government officials across the country push for Meta to be held accountable for allegedly violating federal and state laws, including the Children's Online Privacy Protection Act, or COPPA, and various consumer protection statutes.States accuse Meta of targeting children for Facebook, Instagram addiction: 'The young ones are the best ones'Meta whistleblower told jury the company took a 'don't ask, don't tell' approach to kids' safety‘Harvest their data and hide the truth from the public': Four states seek billions from Meta over child safety practicesSEC says it will stop responding to no-action requests ‘entirely'The Securities and Exchange Commission plans to stop responding to no-action requests “entirely … effective immediately,” the agency said in a statement Friday.The decision comes after the SEC sat out the bulk of the no-action process during the 2025-26 proxy season. Investor advocates have since sued the agency, alleging the change violates the Administrative Procedure Act.AI data center outrage is showing up everywhere from ads to electionsAI data center outrage is showing up everywhere from ads to electionsGOP Begs AI Firms to Fix Data Centers' “Toxic Brand” to Help Midterm Chances As A.I. Data Centers Spread, Pressure Mounts to Share ProfitsThe Data Center Industry's PR Blitz Is BackfiringData center backlash echoes fossil-fuel politicsMajor data center bills advance in California despite industry pushbackThe ‘Country Hicks' Who Refused $26 Million from an AI Data Center Bad news for Jason Kelce: Postal Service rules say you shouldn't mail pee to data centersPoliticians Who Once Championed Data Centers Are Now Bashing ThemPennsylvania Gov. Josh Shapiro cracks down on data centers, says speculators are 'scaring our communities'Data centers are using more electricity than anyone predicted. What happens next?Trump oblivious to voter fury about data centers, saying ‘the jobs are enormous and the money paid, the taxes paid, are just enormous'Politicians Turn Against Data Centers as Anger Over AI SpreadsAmazon is buying rare books and destroying them to train its AI modelsThe team's logo features a dinosaur holding a book.Data center hysteria is the new woke | OpinionBring back the corporate death penaltyMore formally known as judicial dissolution, the corporate death penalty basically happens when the government is so pissed off by the corruption or damage a corporation causes that it yanks away their charter.Andreessen Horowitz Focus of DOJ Probe Over Board DirectorsVenture capital firm Andreessen Horowitz is the focus of a Justice Department antitrust probe over whether its investment partners are improperly serving on the boards of competing artificial intelligence companies, according to people familiar with the matter.The companies at issue include Databricks Inc., one of the most valuable privately held technology companies in the world, and Fivetran Inc., both backed by the VC firm, according to the people, who asked not to be named discussing a confidential matter. Andreessen Horowitz co-founder Ben Horowitz serves on the board of Databricks, and partner Martin Casado is a board member of Fivetran. Both companies help businesses collect, organize and analyze massive troves of data.Goodliest of the Week (MM/DR):MacKenzie Scott gave California public education $461 million—and let the recipients decide how to spend every dollarMM: Andreessen Horowitz Focus of DOJ Probe Over Board Directors DRAssholiest of the Week (MM):Bill Brown and Robert Millard DRNever accountable for anything directorsL3Harris ousts CEO after investigation into conductHistory lesson:Kubasik hired in 2015 after Lockheed disaster firing, hired as COO and PresidentPresiding CEO: Michael Strianese, Chair from 2008, CEO from 2006Board: Claude Canizares (71, MIT physics professor, 2003)Thomas Corcoran (72, Carlyle, consulting, 1997)Ann Dunwoody (64, only woman, US Army Gen, 2013)Lewis Kramer (69, EY accountant, 2009)Robert Millard (66, MIT Chair, Lehman until 2008 collapse, LID, 1997)Lloyd Newton (74, only PoC - token black guy - US Air Force General, 2012)Vincent Pagano, Jr (66, lawyer, Simpson Thacher, chair of nom, 2013)Hugh Shelton (75, US Army Gen, 2011), Arthure Simon (85, accountant, 2001)8 white men, 1 woman, 1 black dude2018, Kubasik named CEO of L3 TechnologiesMichael Strianese retires and Kubasik takes overSame exact board minus Strianese2019, L3 and Harris merge to be L3HarrisKubasik added to L3Harris board, named COO and President of the company under Bill Brown, CEO and ChairSurviving the board merger:Thomas CorcoranRobert Millard - LID, nom memberLloyd Newton - chair of nomLewis KramerAdjacent - Roger Fradin of Carlyle on board, Corcoran also of CarlyleJune 2021, Kubasik becomes CEO and Bill Brown moves to exec chair (obviously)Board:Sallie BaileyBill BrownPeter ChiarelliThomas CorcoranThomas Dattilo (nom) - ex tire CEORober GradinHarry HarrisLewis Hay III (nom) - lawyer, ex CEo of NextEraLewis KramerRita LanRobert Millard (nom) - MIT Chair, LehmanLloyd Newton (nom chair) - generalSo given that the CEOs choose their successors, the nom committees approve them, the rest of the board rubber stamps it… we can thank:Michael Strianese - hires Kubasik, names him CEO at L3, despite Lockheed problemsNom approval: Ann Dunwoody (64, only woman, US Army Gen, 2013), Vincent Pagano, Jr (66, lawyer, Simpson Thacher, chair of nom, 2013), Hugh Shelton (75, US Army Gen, 2011) - a nom committee composed of the ONLY woman, two generals and a lawyer - all of whom are the LOWEST TENURED ON THE BOARD at the timeThen Bill Brown - names Kubasik CEO of combined L3Harris, one year of babysitting as exec chairNom approval: Thomas Dattilo (nom) - ex tire CEO, Robert Millard (nom) - MIT Chair, Lehman, Lloyd Newton (nom chair) - generalFamiliar names: Millard and Newton - see Kubasik all the way throughAnd the CEOs and directors can keep failing… Bill Brown on the Becton Dickinson boardRobert Millard on the Green Dot Corp (nom!), iHeartMedia, Evercore (nom!) boardsBrought on to iHeart board just 3 years after an exec there went on a racial slur rant, the company was sued for gender and wage discrimination, and a radio host of the companies were accused of severe harassment - not sure what will change?Dario Amodei“Public benefit corporation” Anthropic: Anthropic Prepares Supervoting Power for Founders as it Readies for Mega-IPOBoard: Dario Amodei, Daniela Amodei (President, Dario's sister), Yasmin Razavi (VC, crypto and prediction market investor), Reed Hastings (Netflix), Chris Liddell (ex Trump WH Deputy Secretary), and Vas Narasimhan (Novartis) - zero “public benefit” (or even public safety) peoplePublic Benefit Corporation: “A benefit corporation's directors and officers operate the business with the same authority and behavior as in a traditional corporation, but are required to consider the impact of their decisions not only on shareholders but also on employees, customers, the community, and the local and global environment”What is the impact of supervoting shares? AI on society? AI on the environment? Who on this board is even remotely qualified to answer those questions?Paul AtkinsExhausting and perpetual gaslightingSEC says it will stop responding to no-action requests ‘entirely'In order to focus Division resources on the review of Securities Act and Exchange Act filings, including those reviews that are statutorily required, for the protection of investors and facilitation of capital formation, and in light of the extensive body of guidance from the Commission and the staff available to both companies and proponents on Rule 14a-8, the Division has determined to discontinue responding to Rule 14a-8 no-action requests entirely, including those submitted under Rule 14a-8(i)(1),[2] effective immediately, unless and until the Division announces otherwise. It also will no longer respond to notices filed under Rule 14a-8(j) with a letter indicating that it will not object if a company omits a proposal from its proxy materials.From the 1934 House Report about the importance of Rule 14a-8: “Fair corporate suffrage is an important right that should attach to every equity security bought on a public exchange.”“Managements of properties owned by the investing public should not be permitted to perpetuate themselves by the misuse of corporate proxies. Insiders having little or no substantial interest in the properties they manage have often retained their control without an adequate disclosure of their interest and without an adequate explanation of the management policies they intend to pursue. Insiders have at times solicited proxies without fairly informing the stockholders of the purposes for which the proxies are to be used and have used such proxies to take from the stockholders for their own selfish advantage valuable property rights. Inasmuch as only the exchanges make it possible for securities to be widely distributed among the investing public, it follows as a corollary that the use of the exchanges should involve a corresponding duty of according to shareholders fair suffrage. For this reason the proposed bill gives the . . . Commission power to control the conditions under which proxies may be solicited with a view to preventing the recurrence of abuses which have frustrated the free exercise of the voting rights of stockholders.Investors Slam SEC Plan to Remove Best-Price RuleAtkins also is listening to the crypto bros who want to offer “tokenized securities” off exchanges and is hoping to eliminate a really basic rule that says “investors are entitled to the best price available for stocks they buy”Separately, DOJ Withdraws Antitrust Guidance for Proxy Advisory Industry - no antitrust protections for ISS (good!) but still can't do anything about the socialist NFL, MLB, NHL, NBA (bad!)Headliniest of the WeekDR: Popular breakfast chain closes half its restaurantsDR: The man leading Trump's RTO charge for government workers says he filmed a video in front of a blank wall to avoid work-from-home suspicionOffice of Personnel Management (OPM) Director Scott Kupor, the key driver of President Donald Trump's return-to-office agenda, admitted in a hot mic moment that he intentionally filmed a video in front of a blank wall while he was working from home so he wouldn't get blowback over working at home.“I was in my bedroom, but I was trying to find—because I knew someone was going to give me shit if like, they knew, ‘You were out of the office.' …I was trying to find something that was not recognizable as being in my house, basically. So I was just trying to find a plain corner with a white wall, which was not that easy to find.”Kupor was the first employee hired by Andreessen and Horowitz's venture capital firm, Andreessen Horowitz.MM: Flock Says It's “Taking a Break” From Responding to Media RequestsMM: Eric Schmidt is selling his superyachtWho is this headline for? Billionaire yacht buyers? Poor people who hate billionaires with yachts?Who Won the Week?DR: The women at L3Harris Shared Concerns About CEO's Behavior Years Before OusterMM: Joshua Ramer, the CEO at PeopleReturn (one of the last vestiges of diversity data in the US), whose newsletter today did the most Free Float thing I've seen anyone other than us do: they tracked a single Getty Image across SIX different company reportsThe image was called 1325876463 “Young Boy Leaping Into Father Arms In Playground”, mostly for sustainability reports because it's brown peopleThey found it in Danaher, Crown Castle, TD, Capital One, CSL Plasma, and Toyota EuropePredictionsDR: The meritocro-mano-sphere-o hires Christopher Kubasik again without any push back from anything or anyoneMM: We decide that, since everyone is trying to make companies immune from climate change lawsuits, that we just make CEOs personally immune for any behavior

DR1THINGS WE MISSEDNERDY ESG STUFFL3Harris ousts CEO after investigation into conduct CARESL3Harris Technologies, the company that overhauled a Qatari plane now used as Air Force One, has replaced Christopher Kubasik as chairman and chief executive after an investigation determined he violated the defense contractor's code of conduct.Kubasik's alleged conduct didn't involve and has no impact on the Melbourne, Fla., company's financial reporting, controls, customer relationships or operational performance, L3Harris said Monday.The company didn't give details on when it received a report of the potential violation. With the aid of independent counsel, the board determined that Kubasik's removal would be in the company's best interest, L3Harris said. He will be allowed to retain and exercise some previously vested stock options but won't receive severance payments, benefits or accelerated stock-based awards.L3Harris Technologies Appoints Sam Mehta, Proven Aerospace and Defense Executive, as President and Chief Executive Officer“The Board determined that the Executive engaged in conduct that was not consistent with the values of the Company as outlined in its Code of Conduct.”Kubasik will still hold onto some of his options that can net him stock worth about $23 million, as well as more than 200,000 shares of stock in L3Harris that he already owns, valued at nearly $57 million. L3Harris has paid Kubasik compensation valued at $66.3 million during the past three years, including $25.6 million in fiscal 2025.The separation disclosure says the L3Harris board decided to reach a deal with Kubasik to get him to leave rather than trying to fire him for cause. Kubasik did not admit to any violation of the company code of conduct, and the deal expressively forbids any of the parties or their representatives from making public statements “inconsistent” with Monday's disclosure.Harvard reveals $2.2 billion SpaceX holding worth more than half its U.S. equity portfolio CARESBusting CEO Pay Curve in 2025, Musk Made Annual Salary of Average Tesla Worker Every 4.2 SecondsS&P 500 CEO pay jumps to record as Musk-inspired compensation plans spread: average S&P 500 CEO pay reached $340.1 millionUS SEC to keep hands off shareholder proposals, worrying activists CARESStaying Alive: ISS Continues Its Influence on 2026 Voting OutcomesISS recommended against fewer say-on-pay proposals than last year: 8.3% versus 9.2% in 2025.ISS supported fewer E&S proposals than in prior years, but investor votes more strongly tracked its recommendations. ISS backed 13% of social proposals in 2026, compared with 15% in 2025 and 46% in both 2023 and 2024. ISS supported 66% of governance shareholder proposals, up from 55% in 2025ISS opposed 3% of uncontested director nominees, up slightly from 2.5%.SEC data center ruling is removing a key guardrail from Nvidia's $500B AI financing push CARESA staff opinion from the SEC exempts some data center debt from Dodd-Frank risk retention rules, making AI infrastructure financing more attractive to sponsorsTreasury Scales Back Scrutiny of U.S. Shell CompaniesThe Trump administration will not enforce reporting requirements of the 2021 Corporate Transparency Act, which was intended to crack down on money laundering.25 groups urging Supreme Court to kill climate case have ties to oil companies, report saysA survey released Monday by the advocacy group Consumer Watchdog found that 25 of the 38 individuals and organizations that have filed friend of the court briefs on behalf of the industry have financial ties or other connections to the fossil fuel companies that are facing billions of dollars in potential damages for contributing to climate change. The report argues that many of briefs make “nearly identical legal arguments.”Activist Cevian calls for higher pay for UK board membersOne of Europe's largest activist investors, Cevian Capital, has called for higher pay for non-executive directors in UK boardrooms as part of efforts to revive growth at British companies and reverse the decline of the London market.The activist, which has stakes in companies including Smith & Nephew and Pearson, said that pay for non-executive directors (NEDs) should increase to attract and retain the best people including from international rivals. AI STUFFAnthropic is embedding invisible watermarks in Claude text and images CARESOpenAI's “Head of Ethics” Suddenly Leaves Company Under Mysterious Circumstances: Chloé Bakalar, less than a year after joining from Meta.OpenAI talent exodus raises ‘huge red flag' ahead of IPOCRO Denise DresserCOO Brad LightcapCEO of AGI Deployment Fidsji SImoChief Marketing Officer Kate Rouch Head of safety systems Johannes HeideckeAt least 12 executives in 2026Greg Brockman told CNBC the wave of senior exits is "not that atypical" and that scrutiny stems from OpenAI's high public profileBILLIONAIRE STUFFBob Iger and Josh Kushner are buying the Lakers for $12.5 billion CARES41-year-old Josh Kushner's World Cup privatization scheme fell apart. Then he became the Lakers co-owner days laterLiverpool owners sell minority stake to Jeff Bezos: hold option to purchase controlling stake in Liverpool per terms of deal CARESIt Seems Like Bill Gates' Daughter May Be in Serious Legal TroublePhoebe Gates (daughter of Bill Gates) and her shopping app startup, Phia, recently landed in hot water over allegations of a digital commission trick known as cookie stuffing.Cookie stuffing is essentially digital credit-stealing. An app secretly plants its tracking cookie into your browser without actually helping you find a deal or directing you to the websitePhia initially claimed the issue was an accidental software bug. However, leaked internal Slack messages showed Gates and her co-founder discussing auto-dropping cookies as far back as December to artificially boost revenueCookie stuffing isn't just breaking tech platform terms; US law treats it as federal wire fraudPhoebe Gates Took Secret Stanford Course on Controlling Society, Used It to Recruit for Her Startup That's Now Facing AccusationsMETA STUFFMeta faces ‘astronomical' consequences as legal fight reaches critical moment in California CARESThe trial involves a coalition of 29 state attorneys general in a unified case against Meta that was brought in 2023, and will be argued by lawyers representing California, Colorado, New Jersey and Kentucky. The stakes are enormous as leading government officials across the country push for Meta to be held accountable for allegedly violating federal and state laws, including the Children's Online Privacy Protection Act, or COPPA, and various consumer protection statutes.Four state attorneys general are seeking up to $1.4 trillion in penalties and changes to how Meta operates its platformsMEANWHILE: OpenAI launches ChatGPT for TeensMeta Caught Paying Nazis to Post on FacebookMeta was paying out-and-out neo-Nazis to post on Facebook, an investigation from Australia's ABC News found.These pages and individual creators posted content that appeared to be in clear violation of Facebook's own hate speech policies. Nonetheless, they were able to earn money on their posts through the platform's “Content Monetization” program — which is invitation-only.Zuckerberg's Yacht Allegedly 'Refused' Coast Guard Calls To Help Stranded Boat Despite Being 'Closer' Zuckerberg: AI's biggest risk is one entity with too much controlZuckerberg Says Meta Will Give Billions a 24/7 Personal Superintelligence, Lays Out AI Vision in Lengthy EssayZuckerberg brings back the floating battle barge to spar with UFC fighter Merab DvalishviliSEGUE ALERT: Zuckerberg's Manifesto About the Glorious Freedoms AI Will Bring Was Completely Contradicted by His Own CTO During a Company MeetingMeta CTO Dismisses Vacation Requests: 'It's Very Dumb' to Ask for More Time OffDuring a July Q&A with staff, CTO Andrew Bosworth shut down an employee who asked if AI productivity gains could be used to revive “Meta Days,” a cancelled holiday program that once allowed staff to take more days off a year.Bosworth was apparently appalled at the idea, saying that “I hope that what we do with our extra time is do even more and cooler stuff for the users who use our products every day … We got billions of people using our products every day. I get an extra hour. You know what I do with it? I put it into that.”The executive then dug his heels even further, personally insulting the staffer for asking about work-life balance: “Go to your parents and ask them: hey, like every time I get a chance to talk to my boss, ask me if I can have more days off. Ask your parents what they think of that as a career strategy.” BLOWHARD INDEXCEO of $49 billion AI company says it's ‘mind-boggling' people think you can work 38 hours a week, have work-life balance, and be successful SHUT UPBill Ackman agrees with Jeff Bezos: Being a great CEO can do more for the world than philanthropy SHUT UPCorcoran Group CEO says Gen Z's housing market struggles mirror what boomers faced 30 years ago: ‘Stop buying Starbucks coffee,' she advises SHUT UP SHUT UPOpenAI's CFO insists AI won't replace judgment SAY MOREOpenAI Warns AI Models Can Automate Cyberattacks and Exploit Security Vulnerabilities SHUT UPSam Altman thinks working at Goldman Sachs ‘sounds unbelievably terrible now' and admits he was ‘peer pressured' into accepting an internship there SAY MORESam Altman says 4 years could be too long for college: ‘The way the world has evolved, college just shouldn't be as long as it is' SAY MOREKalshi's 30-year-old CEO says most business advice is ‘trash'—he doesn't read management books or listen to podcasts: ‘I'm gonna make it up as I go' SAY MOREParamount demands $1.9 billion from states, citing Warner deal delays SHUT UPAirbnb CEO Brian Chesky says AI writes 60% of its code—and sustaining ‘founder mode' is the key to winning in the age of AI SHUT UPFar-Right UK Politician Says People Should ‘Enjoy' Climate Change SAY MOREIn 1992, Richard Tice started working for the housebuilding and commercial property company founded by his grandfather, The Sunley Group. Tice was its joint chief executive officer (CEO) for 14 years before leaving the company in 2006.Mark Cuban tells Ro Khanna 'you don't understand business,' threatens investment shift over billionaire tax SHUT UPPEOPLE/THINGS NOT TO HATE?MacKenzie Scott has given away $26 billion and rarely speaks publicly. Now she's releasing a novel—but you won't find it on Amazon DON'T HATEAmazon's New AI Data Center Is So Enormous That It Appears It Will Become the Largest Single Source of Pollution in the United StatesBernie Sanders asked the leading AI CEOs to pause development. DON'T HATEUS firms that kept DEI policies despite ‘go woke, go broke' threats thrived DON'T HATEFrance bans unsolicited telemarketing calls DON'T HATECards Against Humanity Unveils 'Sad Little Bitch' Elon Musk Monument Near Texas Starbase DON'T HATEGen Z is bringing pen and paper back to the workplace

Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. EBM-Papst geht an Madison Air. NVIDIA bürgt für OpenAI. RTX kriegt Tomahawk-Deal. OHB baut 18 Satelliten. L3Harris feuert CEO. Micron profitiert von China-Chip-Verbot. Ferrari versteigert E-Auto für 40 Mio. $. Kushner spart Steuern. Thiel kauft Vista. Fugro (WKN: A3CRBN) kartiert den Meeresgrund für Windparks, Ölplattformen und Rechenzentren. US-LKW-Aktien boomen 2026: Knight-Swift (WKN: A2DW9M), Old Dominion (WKN: 923655), XPO (WKN: A1JHUP), JB Hunt (WKN: 885365), Schneider National (WKN: A2DPT6) sind alle über 30% im Plus. Woran liegt's? Wie weit geht's noch? Diesen Podcast vom 18.08.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

P.M. Edition for Aug. 17. Wall Street Journal reporter Peter Rudegeair discusses why the top technology companies have huge AI spending commitments that aren't reflected on their balance sheets. WSJ's Jared Malsin explains how renewed Houthi attacks on Red Sea shipping are threatening another critical chokepoint for global energy as the Iran war spills into neighboring countries. And U.K. correspondent Max Colchester unpacks how the death of former Cambridge professor Jason Arday is reigniting Britain's culture wars. Sabrina Siddiqui hosts. Sign up for the WSJ's free What's News newslette Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Oil prices jump to more than $90 a barrel amid concerns about a potential escalation in the U.S.-Iran conflict. And enthusiasm for AI pushes chip makers Micron Technology, Marvell Technology and Intel higher. Pierre Bienaimé 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: OpenAI has signed a lease in Ohio for a data center that's expected to become one of the largest AI hubs. And President Trump threatened to bomb Oman. Sabrina Siddiqui 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this week's Defense & Aerospace Report Washington Roundtable, sponsored by L3Harris, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former DoD Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss the future of reconciliation, a continuing resolution and appropriations as well as the confirmation of Todd Blanche as attorney general; President Trump reportedly blasted Defense Secretary Pete Hegseth over the acute shortage of weapons that are said to have curtailed US options against Iran; US intelligence warns Russia might test NATO through a limited incursion into alliance territory as Washington frays relations with its European allies and faces depleted magazines; Deputy Defense Secretary Steve Feinberg's Aug 5 memo to defense executives giving them 21 days to develop concrete plans to accelerate production of sensors, platforms and electronic warfare, munitions, and space systems; Democratic senators accuse Feinberg of steering contracts to firms involving the president's sons; Iran and Oman continue to negotiate an agreement to jointly manage the strait of Hormuz including a transit corridor for traffic; Saudi Arabia, Turkey and Pakistan's mutual security pact; Trump's deal between Israel and Hamas, Jerusalem struck Hamas in Gaza as Hamas said it won't give up its weapons, just lock them up; Russia is suspected of using explosive drones on Leipzig's airport in the vicinity of Ukrainian cargo planes; China tightens its grip on the Scarborough Shoal as Beijing acknowledges two Chinese sailors were killed last year when one of its destroyers collided with one of its coast guard cutters while chasing a Philippine Coast Guard vessel; Japan's new defense white paper — “Preparing for a New Era of Warfare;” Taiwan's“Han Kuang” exercise to test wartime readiness; and why Pentagon policy chief Bridge Colby wants to go to China.

Die Wall Street startet nach dem schwachen Vortag mit einer kräftigen Erholung, mit Rückenwind vor allem durch Microsoft. Der Softwarekonzern übertraf die Erwartungen bei Umsatz und Gewinn deutlich, Azure wuchs mit 43 Prozent stärker als erwartet und überschritt erstmals die Marke von 100 Milliarden US-Dollar Jahresumsatz. Zudem überraschte Microsoft mit einem robusten Ausblick und signalisierte trotz unverändert hoher Investitionen keine weitere Ausweitung der KI-Ausgaben. Genau das kommt an der Börse gut an, nachdem zuletzt die Sorge vor einer unkontrollierten Ausgabenflut im KI-Sektor zugenommen hatte. Meta zeigt dagegen die Kehrseite des KI-Booms. Zwar stieg der Umsatz um 28 Prozent, doch die Gewinne blieben wegen eines Anstiegs der Kosten um 55 Prozent hinter den Erwartungen zurück. Der freie Cashflow brach auf 784 Millionen US-Dollar ein, den niedrigsten Wert seit 2022. Wie dem auch sei, rechnete die Wall Street mit negativen Cashflow. Mark Zuckerberg bekräftigte die langfristige KI-Strategie, dämpfte aber Spekulationen über eine Vermietung überschüssiger Rechenkapazitäten. Insgesamt bleibt damit die zentrale Frage für die Wall Street bestehen: Wann beginnen sich die gewaltigen KI-Investitionen auszuzahlen? Bei weiteren Ergebnissen überzeugten Starbucks, Fortinet, Lam Research und Robinhood mit teils deutlich besseren Zahlen und angehobenen Ausblicken. Chipotle meldete ein solides Quartal und erhöhte die Prognose für das vergleichbare Umsatzwachstum, während Arm trotz guter Zahlen und eines ordentlichen Ausblicks unter hohen Erwartungen litt. Qualcomm enttäuschte dagegen mit schwächeren Margen und einem vorsichtigen Gewinnziel für das laufende Quartal. Auch Carvana blieb trotz höherer Umsätze bei den Margen hinter den Erwartungen zurück, während Bristol Myers Squibb, Cigna, KKR und L3Harris mit starken Ergebnissen und verbesserten Jahreszielen positiv auffielen. 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

Die Wall Street startet nach dem schwachen Vortag mit einer kräftigen Erholung, mit Rückenwind vor allem durch Microsoft. Der Softwarekonzern übertraf die Erwartungen bei Umsatz und Gewinn deutlich, Azure wuchs mit 43 Prozent stärker als erwartet und überschritt erstmals die Marke von 100 Milliarden US-Dollar Jahresumsatz. Zudem überraschte Microsoft mit einem robusten Ausblick und signalisierte trotz unverändert hoher Investitionen keine weitere Ausweitung der KI-Ausgaben. Genau das kommt an der Börse gut an, nachdem zuletzt die Sorge vor einer unkontrollierten Ausgabenflut im KI-Sektor zugenommen hatte. Meta zeigt dagegen die Kehrseite des KI-Booms. Zwar stieg der Umsatz um 28 Prozent, doch die Gewinne blieben wegen eines Anstiegs der Kosten um 55 Prozent hinter den Erwartungen zurück. Der freie Cashflow brach auf 784 Millionen US-Dollar ein, den niedrigsten Wert seit 2022. Wie dem auch sei, rechnete die Wall Street mit negativen Cashflow. Mark Zuckerberg bekräftigte die langfristige KI-Strategie, dämpfte aber Spekulationen über eine Vermietung überschüssiger Rechenkapazitäten. Insgesamt bleibt damit die zentrale Frage für die Wall Street bestehen: Wann beginnen sich die gewaltigen KI-Investitionen auszuzahlen? Bei weiteren Ergebnissen überzeugten Starbucks, Fortinet, Lam Research und Robinhood mit teils deutlich besseren Zahlen und angehobenen Ausblicken. Chipotle meldete ein solides Quartal und erhöhte die Prognose für das vergleichbare Umsatzwachstum, während Arm trotz guter Zahlen und eines ordentlichen Ausblicks unter hohen Erwartungen litt. Qualcomm enttäuschte dagegen mit schwächeren Margen und einem vorsichtigen Gewinnziel für das laufende Quartal. Auch Carvana blieb trotz höherer Umsätze bei den Margen hinter den Erwartungen zurück, während Bristol Myers Squibb, Cigna, KKR und L3Harris mit starken Ergebnissen und verbesserten Jahreszielen positiv auffielen. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/WallStreet_Juni * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Bonus Episode for July 27. Defense companies Lockheed Martin and RTX report surging backlogs as war increases demand for weapons. Wall Street Journal aerospace and defense reporter Drew FitzGerald discusses how the defense sector is responding to demands from Washington and what to look for as Boeing, General Dynamics and L3Harris report this week. WSJ national security reporter Marcus Weisgerber hosts this special bonus episode of What's News in Earnings, where we dig into companies' earnings reports and analyst calls to find out what's going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Landing subcontracts with prime contractors like Boeing, Lockheed Martin, and L3Harris starts long before you ever pick up the phone, and most small businesses skip the steps that actually get them noticed. In this clip, a govcon entrepreneur breaks down the exact sequence he used to move from cold outreach to a signed, ongoing contract with a major defense prime. If you've been stuck trying to get a capability briefing to turn into real work, this is the roadmap. How to register on a prime contractor's vendor or partner portal before ever reaching out to their small business office Why leading with technical jargon in a capability briefing gets you ignored, and what small business POCs actually need to hear instead How to use a specific contract ID and government POC name to open doors that generic capability statements never will Why treating subcontracting as a "side door" instead of a back door builds long-term pipeline, even outside government work The exact process for escalating from a small business contact to the technical lead who controls the actual project   EPISODE CHAPTERS: 0:00 - Introduction and Mindy sponsor message 0:48 - Why calling a prime contractor cold fails 1:17 - Do your research before contacting Boeing or Lockheed 1:29 - Register as a vendor on the prime's portal 2:12 - Attend a capability briefing with the small business office 2:51 - Avoid technical jargon small business contacts cannot use 3:39 - Give small business POCs clear direction, not confusion 4:25 - Use a specific contract ID to open the conversation 5:20 - How referencing a real contract leads to the right department 6:26 - Applying this side door strategy to construction subcontracts 7:02 - Why subcontracting is a side door, not a back door 7:55 - Comparing pricing between GovIQ and DeltekGovWin Mindy gives you the federal opportunities, agency signals, recompete intel, and pursuit briefs that tell you not just what contracts exist, but which ones to chase and how to win them. Sign up for free Daily Alerts and get opportunities delivered to your inbox before the day starts.

What to expect at EAA AirVenture Oshkosh 2026 and an interview with the Manager of Onsite Learning at the Smithsonian's National Air & Space Museum. Also, how L3Harris converted the Qatari-gifted 747 into Air Force One, the Cirrus TRAC10, window seat lawsuits, a rule change to allow supersonic flight over the United States, and an update on Boom Supersonic's strategy for its self-developed Symphony engine. Image by Linda and Lily. Guest Dick Knapinski is Director of Communications for the Experimental Aircraft Association (EAA). He has served in that capacity since 2010 and has been with the organization since 1992. Dick serves as the liaison between the media and EAA throughout the year, particularly during EAA AirVenture Oshkosh, the world’s largest fly-in convention. The event runs July 20-26, 2026. Dick Knapinski Boeing Plaza will be packed with aircraft to celebrate the aviation technology theme. Currently planned innovation displays for July 21 include BETA Technologies, Bye Aerospace, Jetson, American Drone, MagniX, Zipline, Embry-Riddle Aeronautical University, Airhart Aeronautics, Merlin Labs, Amazon Delivery, and Starlight Productions. In addition to the displays on Boeing Plaza, Bye Aerospace, Jetson, BETA Technologies, American Drone, and ScaleWings plan to fly during the afternoon air show. Drone delivery company Wing will display the latest developments in its operations at Twilight Flight Fest. Learn more about the AirVenture Airshows and performers, Aircraft Anniversaries & Gatherings, Authors Corner, AviationTech, KidVenture, and the Fly-In Theater. Rare warbird static/flying displays will include the B-29 “Doc,” as well as a rare Consolidated PB4Y and the CAF’s B-24 Liberator on static display at Boeing Plaza. Vicky Benzing will fly her P-51 “Plum Crazy,” and Bernie Vasquez will demo a Republic P-47 Thunderbolt in afternoon shows. The Aviation Gateway Park will spotlight helicopters, advanced vertical lift platforms, and eVTOL aircraft through static displays and interactive exhibits. Before joining EAA, Dick built a broadcasting career in Wisconsin, including stints as Program Director at WNBI Radio, News Director at WMGV Radio, and Station Manager at WLFM-FM/Wisconsin Public Radio. He also spent years as a sportswriter for the Appleton Post-Crescent. Dick holds a private pilot certificate and remains active as a writer and spokesperson for EAA. Aviation News How was the new Air Force One prepared for flight? The two permanent VC-25 replacements were selected in 2015, and the $3.9 billion fixed-price contract was signed in February 2018. Boeing began physical refurbishment work in February 2020 on two 747-8I airframes originally built for the bankrupt Russian carrier Transaero. Boeing has already reported $2.5 billion in losses on the program. The current delivery target for the first jet is between 2027 and 2028, with the second jet to follow later. The ex-Qatari 747-8 “bridge” aircraft was gifted to the U.S. Air Force in May 2025 and entered service on July 1, 2026. L3Harris did the conversion in about 10 months. The quick conversion was accomplished due to several factors: Pre-staged employees operated on a 24/7, three-shift structure. (Boeing has worked a normal single-shift industrial pace, with no incentive to surge, staff once costs started ballooning.) The bridge aircraft came with a luxury interior. (Boeing's jets had incomplete interiors – basically shells.) Missing VC-25 elements. Reports (unconfirmed by the government) include no evidence of defensive countermeasures and a lack of EMP hardening. L3Harris didn’t out-engineer Boeing. They ran a 24/7 surge crew on a plane that already had a finished VIP interior, targeted a much narrower requirement (“executive airlift” vs. full presidential command-post survivability), and the government has not been forthcoming about which hardened-aircraft features (EMP shielding, missile countermeasures, full secure comms suite) were omitted. See also: Trump wants the $400M Qatari-gifted new Air Force One to be the centerpiece of his presidential library. But there's a problem. Cirrus launches TRAC10, a new light aircraft for the flight training market Purpose-designed for flight schools and to be powered by a turbocharged Rotax 916 iSc FADEC engine, the plane has a three-seat interior, a Garmin flight deck, and the Cirrus Airframe Parachute System. Cirrus says they have 100 orders from 13 flight schools. United Airlines must face lawsuit over ‘window seats’ that lack windows Not every “window seat” has a window. Sometimes it has a wall. That's just the way it is. But last August, some passengers filed class actions ⁠against United Airlines and Delta Air Lines, claiming that the carriers failed to properly disclose the lack of a window during the booking process. United claimed that “window seat” described the seat’s location and did not contractually promise that the seat would, in fact, have a window. In San Francisco, U.S. District Judge James Donato rejected the airlines' request to dismiss the suit. New Rule Clears Way for Quiet Supersonic Flights By way of history: The FAA issued 14 CFR § 91.817 in April 1973, prohibiting civil aircraft from flying at speeds exceeding Mach 1 over land in the United States. The ban came as a result of early Air Force and NASA-controlled boom tests over cities, concerns over the Boeing 2707 SST program, and the impending arrival of the Concorde. NASA’s X-59 QueSST is flying specifically to gather community-response data on its “quiet boom” design.  In a Notice of Proposed Rulemaking (Proposed rule: Enabling Supersonic Overland Flight), the FAA is looking to replace the blanket Mach-1 ban with a noise-based standard. Supersonic flight over land would be permitted if the boom signature falls under a certain loudness threshold. The NPRM states, “Manufacturers have demonstrated it is possible to fly supersonic aircraft without sonic booms reaching the surface by using sonic boom abatement techniques, making complete prohibition on civil supersonic flight outside of test areas no longer appropriate and an unnecessary restraint on the growth of the U.S. aviation sector.” The NPRM shifts the regulatory trigger from speed to noise. Right now, § 91.817 just bans anything faster than Mach 1 over land. The proposed rule keeps that structure but adds an exception: an operator may exceed Mach 1 if it can demonstrate that the sonic boom’s overpressure at the surface does not exceed 0.11 pounds per square foot (psf). This NPRM only covers en-route/overland boom noise. A separate rule on takeoff/landing noise is expected later this year, with both rules targeted for finalization by mid-2027. The comment period ends August 17, 2026, at 11:59 PM EDT. Boom Supersonic Q2 2026 Update https://youtu.be/gtf0-bVSbeA?is=GmG8VhICNm4wg7tP The FAA proposal to change from speed regulation to noise regulation is something Boom Supersonic and others have been seeking. In the Boom Supersonic Q2 2026 Update video, Blake Scholl reveals Boom's strategy for the Symphony engine. The company intends to market a variant of the engine for behind-the-meter power generation that AI companies can utilize for power. In large part, the engine OEMs wouldn’t develop an engine for the Overture because the huge development cost couldn’t be covered by the expected engine volume. So when Boom announced it was developing its own engine, the business case was unclear. But by focusing on the ground power generation market, Boom can spread development costs over a greater number of engines. Also, that revenue stream would generate cash flow for the Overture program. National Air and Space Museum Celebrates 50 Years With Opening of Five New Galleries Hillel attended the Smithsonian's National Air & Space Museum media preview of the opening of the five galleries. Last episode, we listened to two recordings from that event. This week Hillel speaks with Mike Hulslander, the museum's Manager of Onsite Learning. Mike has worked in museums and zoos for more than 28 years and has researched, written, presented, and evaluated science programs for school groups, families, and the general public. At the Air and Space Museum, he is responsible for science-focused programs and exhibitions. Mike also manages the Museum's learning centers: How Things Fly and the Design Hangar. Mike is also an adjunct faculty member at the National Center for Earth and Space Science Education. He serves as a science educator on the Student Spaceflight Experiments Program national review panel for experiment selection and has participated in reviews for the past 11 missions aboard the Space Shuttle and the International Space Station. Supersonic demo Lift vs. Angle of Attack Hosts this Episode Max Flight, our Main(e) Man Micah, Rob Mark, David Vanderhoof, Hillel Glazer, and Brian Coleman.

This interview was recorded for the GOTO Book Club.http://gotopia.tech/bookclubDennis Hansen - Air Force Veteran, Chief Systems Engineer & Author of "Model-Based Systems Engineering and Requirements Definition"Jorge Orellana - Model Based Systems Engineer at IERUS Technologies & CEO & Founder at SCATTERBRAINSCheck out more here:https://gotopia.tech/episodes/445RESOURCESJorgehttps://www.linkedin.com/in/jorge-orellana-0b729129DESCRIPTIONDennis Hansen brings over six decades of systems engineering experience to this GOTO Book Club conversation — from Air Force airborne navigation technician to Chief Systems Engineer at L3Harris on programs including the complete rebuild of the GOES-R ground system for NOAA and NASA. His book argues that the fundamental failure mode in complex system development is the same every time: requirements are defined too loosely, too late, or across multiple model layers simultaneously. He structures the approach using an onion model — a layering framework he was taught by a Motorola engineer in 1961 — where each layer (mission, capabilities, activities, technical requirements, specifications) must be completed before the next is begun. Skipping layers or trying to do two at once invariably produces excess or faulty requirements that surface as expensive failures during system testing, or worse, after deployment.The second half of the conversation focuses on why modeling tools are databases, not drawing programs — a distinction Dennis considers critical. Every element in the model carries its associated requirements and the reasoning behind design decisions, which means that when you return to work after a weekend, you don't lose hours reconstructing your thinking. More importantly, when change requests arrive — and they always do — a maintained model lets you trace the impact backwards through the system and understand exactly what has to be modified, rather than slapping on a fix that creates five new problems. Dennis's closing advice is the thread that runs through the entire book: collaborate at every stage, every discipline working together rather than in silos, and define things properly upfront. Everything else follows from that.RECOMMENDED BOOKSDennis Hansen • Model-Based Systems Engineering and Requirements Definition • https://amzn.to/4e6IiqJKossiakoff, Seymour, Flanigan & Biemer • Systems Engineering Principles and Practice • https://amzn.to/4a7Elj9Dr. Bruce Powel Douglass • Agile Model-Based Systems Engineering Cookbook • https://amzn.to/4wYnj12BlueskyInstagramLinkedInFacebookCHANNEL MEMBERSHIP BONUSJoin this channel to get early access to videos & other perks:https://www.youtube.com/channel/UCs_tLP3AiwYKwdUHpltJPuA/joinLooking for a unique learning experience?Attend the next GOTO conference near you! Get your ticket: gotopia.techSUBSCRIBE TO OUR YOUTUBE CHANNEL - new videos posted daily!

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a Wall Street rally after Washington and Iran struck a 14-point deal that reopens the Strait of Hormuz; takeaways from the G7 meeting that endorsed Ukraine's sovereignty and imposed new sanctions on Russia and Defense Secretary Pete Hegseth's announcement of a six-month review of US forces detailed to NATO; Britain's decision to develop ITAR-free strike missiles and what's next now that Manchester Mayor Andy Burnham was elected to Parliament; analysis of the Eurosatory land systems show in Paris where Ukraine seized the spotlight as an innovative and capable supplier; L3Harris delivery to the US Air Force of a former Qatari royal aircraft modified to serve Air Force One — as the VC-25B “Bridge” aircraft — until Boeing delivers two new purpose-built presidential aircraft; the Air Force's award of six-year contracts to both Anduril and General Atomics Aeronautical Systems to develop and delivery their Increment One versions of the Collaborative Combat Aircraft; Boeing's withdrawal from the US Navy's competition for a new training aircraft to replace the T-45 Goshawk, leaving Leonardo and Beechcraft to compete against Sierra Nevada with Northrop Grumman and General Atomics; Dassault's Falcon 10X business jet makes its first flight; and after 10 years of research, Qantas took delivery of new Airbus 350-1000 jetliners that allow the carrier to launch more than 20-hour nonstop flights from Sydney to New York and London includes lighting and wellness features to attract passengers.

6/17/26 (Host Brian Adams) Coen from Demilitarize Western Mass: L3Harris in Northampton, confronting the military industrial complex. Pamela Petro: Guggenheim Foundation award winner & Smith College Professor: her future book Haunts & Haunting: ghosts on Cape Cod & beyond Lexi Polokoff & Dan Ingram from Climate Action Now : Battling climate change by supporting local farmers Larry Hott & Kathy Mellon from Movement Voter Project: shifting culture, winning power, & shaping policy

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über schlechte Nachrichten von Rheinmetall, KI-Ärger für Anthropic und den Absturz der Platform Group. Außerdem geht es um Adobe, Marvell Technology, Tui, Lufthansa, Fraport, Deutsche Bank, Commerzbank, Hypoport, Nvidia, Alphabet, Meta, Tesla, Morningstar, iShares Space Technologies (WKN: A42BME), ARK Space & Defence Innovation (WKN: A419N7), WisdomTree Space Economy (WKN: A429CU), VanEck Space Innovators ETF (WKN: A3DP9J), Rocket Lab, ESCO, Korea Aerospace, Saab, Dassault Aviation, AeroVironment, Thales, MDA Space, Intuitive Machines, AMD, L3Harris, Kratos, Teradyne, Amazon, Palantir, Mitsubishi Heavy, Avio, AST SpaceMobile, EchoStar, Planet Labs, Redwire, BlackSky. 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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 Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

On this week's Defense & Aerospace Report Washington Roundtable, sponsored by L3Harris, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former DoD Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss outlook for reconciliation as Senate GOP lawmakers rebelled against President Trump's $1.8 billion fund to compensate allies prosecuted for their actions and $1 billion to pay for a new White House ballroom after the president backed Ken Paxton over Sen. John Cornyn in Texas and Sen. Bill Cassidy lost his Louisiana primary in Louisiana; prospect of a deal between Washington and Tehran as Iran continues efforts to formalize its control over the Strait of Hormuz; Vladimir Putin's escalating provocations against the Baltics as Washington reconsiders its obligations to NATO and shifts troops in Europe; reverberations of Trump's summit with Xi Jinping as the Chinese leader hosted Putin; Washington's move to shift more operational control to South Korea as South Korean President Lee Jae Myung and Japanese Prime Minister Sanae Taikichi hold a landmark meeting; Seoul and New Delhi strike a security agreement as Prime Minister Narendra Modi visited Rome to ink another security deal; and Israel's Finance Minister Bezalel Smotrich said he would evict Palestinian Bedouins from a West Bank village in retaliation for an ICC warrant seeking his arrest.

Watch online: https://youtu.be/uvAyxlmpBdk We spent two days in Waco, Texas, inside the L3Harris facility where the Sky Raider II International™ is built. From the beginning, where an 802 Air Tractor enters the production line until it rolls out as Air Force Special Operations Command's newest airplane, the OA-1K Sky Raider II. We dive into what it takes to turn a crop duster into a precision-strike and ISR platform capable of operating from austere environments with only a two-man crew and 6,000 pounds of ordnance. Exclusive access to the production line, the weapons systems, and the people who build and fly it. Air Force Officer Qualifying Test (AFOQT) Prep with AFOQT Wingman https://afoqtwingman.com/Code: AFTERBURN for 10% off

On this week's Defense & Aerospace Report Washington Roundtable, sponsored by L3Harris, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former DoD Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss Congress and the Trump administration's $1.15 trillion defense budget request, Reconciliation 2.0 as well as a new 3.0 version; lawmaker reaction to Pentagon's claim the Iran war has cost $29 billion; update on talks to end the US-Israel war on Iran as the CIA estimates Tehran has reconstituted much of its capabilities as the Strait of Hormuz remains closed except to shipping Iran allows; news reports that Emirati and Saudi aircraft participated in operations against Iran as Prime Minister Binyamin Netanyahu visited the UAE where Israeli air defenses troops are stationed; Saudi Arabia proposes a nonaggression pact with Iran; in the first of four planned summits, President Trump flatters Xi Jinping but the Chinese leader warns of Taiwan as a flashpoint in the relationship that could lead to conflict as American eagerness for more business for US firms fails to land deals; Vladimir Putin suggests his Ukraine war is coming to an end even as he continues to bombard the country and Kyiv disrupts Moscow's Victory Day commemorations; bipartisan lawmakers force a vote on Ukraine aid as the administration continues to punish Europe for not supporting the Iran war by abruptly canceling a planned nine-month deployment to Poland of 4,000 troops from the 2nd Armored Brigade Combat Team of the 1st Cavalry Division, some of whom had already arrived in the country to help deter Russian aggression; and an update on redistricting and their impact on November's elections.

On this week's Defense & Aerospace Report Washington Roundtable, sponsored by L3Harris, Dr. Patrick Cronin of the Hudson Institute think tank,Cavas Ships podcast co-host Chris Servello; former DoD Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss what's next for the Iran war as Tehran and Washington continue talks while exchanging fire that damaged cargo ships in the Strait of Hormuz and the UAE's key oil port at Fujairah; Washington's Project Freedom mission to escort ships through the strait; Israel's continuing strikes on Lebanon; how the energy crisis precipitated by the war shaped the European Political Community summit in Yerevan and the ASEAN meeting in the Philippines; Ukraine gains the upper hand with strikes deep into Russia as Moscow prepares to commemorate Victory Day and Russians grow increasingly frustrated with the war; President Trump threatens European allies with a 25 percent tariff on cars if the EU doesn't approve a trade pact by July 4; analysis of the administration's decision to cut 5,000 of 36,000 American troops from Germany and threat to pare back US forces from Italy and Spain as well; what to expect when Trump and Xi Jinping meet in Beijing; Japanese Prime Minister Sanae Takaichi's visit to Australia and Vietnam as Tokyo considers exporting used warships to the Philippines; and North Korea's new constitution that drops reuniting with the south as a goal.

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss another strong week on Wall Street despite rising energy prices; implications of the collapse of Spirit Airlines; Airbus earnings as the European giant as well as Bombardier, Crane, Garmin and L3Harris report; Textron's plan to separate its aerospace and defense business from its industrials group; business jet outlook; Washington's warning to allies that delivery of the US weapons they've ordered will be long delayed as new production is redirected to refuel depleted American military stocks; the Pentagon's Friday announcement that 5,000 troops from Germany will be withdrawn over the next six to 12 months, leaving 30,000 US service members in the country, where troop levels were before Russia's invasion of Ukraine; and the outlook for E-7 program as the US Air Force tests two prototypes of the Boeing radar plane with five to be delivered under the Engineering and Manufacturing Development phase of the multi-year contract that the Trump administration has worked to stop in favor of space-based airborne warning and control as well as ground-moving target indication missions.

On this week's Defense & Aerospace Report Washington Roundtable, sponsored by L3Harris, Dr. Patrick Cronin of the Hudson Institute think tank,Michael Herson of American Defense International; former DoD Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss a chaotic week as House lawmakers advance a budget resolution to increase Immigrations and Customs Enforcement funding, extend the Foreign Intelligence Surveillance Act and end the 80-day partial shutdown of the Department of Homeland Security; Defense Secretary Pete Hegseth and Joint Chiefs of Staff Chairman Gen. Dan Caine testify before Congress as Hegseth lambasts members over the Iran war, arguing the ceasefire effectively stppped the 60-day War Powers Resolution clock; GOP lawmakers move to secure public funding President Trump's top priority White House ballroom after the attack on the White House Correspondents Association dinner that prompted the evacuation of the president and top officials; continuing talks continue to end the US-Israel war on Iran as the United Arab Emirates dropped out of the Organization of the Petroleum Exporting Countries; Trump engaged Vladimir Putin to renew efforts to force Ukraine to accept a ceasefire as Russia continues to take a beating at Ukrainian hands as its mercenaries are trounced in Mali and its “no limits” partnership with Beijing shows cracks; NATO nations consider scrapping their upcoming summit to avoid a clash with Trump; Germany's drives ahead to become Europe's defense leader; nuclear signaling by China and both Koreas as the Nonproliferation Treaty conference convenes in New York; defying Beijing, Paraguay's President Santiago Pena to visit Taiwan in May as China again warned Japan about its commitment to a “free and open” Indo-Pacific; and takeaways from King Charles' state visit and his historic address to a joint session of Congress on America's 250th birthday.

This week on Autonomy Signals, Grayson Brulte and Rob Grant discuss autonomous military cargo helicopters, Caterpillar's acquisition of Monarch Tractor's intellectual property, and the termination of the PlusAI and Churchill Capital IX SPAC merger.Airbus recently conducted its fourth flight test of the MQ-72C autonomous cargo helicopter for the United States Marine Corps, in partnership with L3Harris, Perry Labs, and Shield AI. While the test was a success, AUTNMY AI‘s proprietary OMEGA algorithm assesses that the MQ-72C will not achieve commercial deployment before 2028.The market is potentially conflating the 2028 military initial operating capability target with commercial market entry, a category error that overstates the near-term commercial opportunity by two to three years and ignores the ITAR, FAA certification, and program authorization constraints that structurally preclude civilian deployment.Then there is Caterpillar's acquisition of the intellectual property and core assets of Monarch Tractor. This is not an agriculture story, this is a data story. Caterpillar is acquiring eight years of real-world field data, two to four million labeled frames across 40,000 acres of specialty crop terrain, and a patent portfolio covering obstacle avoidance, vehicle follow systems, and battery swap technology.The Monarch acquisition represents a $15 to $40 million purchase of a $350 to $500 million replacement cost software and perception stack, compressing the model training timeline for edge case optical detection by an estimated 18 to 30 months.While Caterpillar is ingesting data to accelerate its construction and mining autonomy programs, the autonomous trucking capital markets delivered a different signal this week. PlusAI and Churchill Capital IX mutually agreed to terminate their proposed business combination.Even with the PlusAI SPAC being terminated, the autonomous trucking market as a whole remains healthy.Episode Chapters00:00 AUTNMY AI01:16 Signal 1: Airbus Completes 4th Flight Test of the MQ-72C Autonomous Cargo Helicopter23:29 Signal 2: Caterpillar Acquires Monarch Tractor IP47:17 Signal 3: PlusAI and Churchill Capital IX SPAC Termination--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Subscribe today for free: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this week's Defense & Aerospace Report Washington Roundtable, sponsored by L3Harris, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International; former DoD Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss the Trump administration's $1.15 trillion 2027 defense budget request and opposition from veteran Republican lawmakers to funding key programs like the Golden Dome missile defense project through reconciliation as a GOP civil war erupts over reauthorization of the Foreign Intelligence Surveillance Act, complicating efforts to fund the Department of Homeland Security; President Trump — citing a request from Pakistan — again extended the ceasefire with Iran to negotiate a deal as both US and Iranian forces seize ships in the Strait of Hormuz, and announced a three-week ceasefire extension to allow Jerusalem and Beirut to negotiate a deal over Hezbollah in South Lebanon; the Pentagon reportedly seeks to punish NATO allies for not supporting the Iran war, including “suspending” Spain's membership and siding with Argentina against Britain's sovereignty over the Falklands as the White House prepares to host King Charles for a state visit to celebrate America's 250th birthday; Berlin plans to become Europe's leading military by 2039 as the EU approved a 90 billion loan to Ukraine; top US Indo-Pacific commanders testify before the Senate as Washington tells Taipei to pass a defense budget in exchange for military assistance; Japan participates in US-Philippine exercises as Tokyo says it will allow arms sales to allies and partners, prompting protests from Beijing that sailed warships through Yokoate waterway; Trump fired his Labor Secretary Lori Chavez-DeRemer and Defense Secretary Pete Hegseth sacked Navy Secretary John Phelan; Democratic Florida Rep. Sheila Cherfilus-McCormick resigned; and Virginia voters approved the latest gerrymandering plan that could give Democrats an edge in November elections.

On this week's Defense & Aerospace Report Washington Roundtable, sponsored by L3Harris, Dr. Patrick Cronin of the Hudson Institute think tank,Michael Herson of American Defense International; former DoD Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss the prospect of a deal to end the US-Israel war on Iran that would curb its nuclear ambitions that was facilitated by a ceasefire between Israel and Hezbollah in Lebanon after talks in Washington; whether a resumption of hostilities in South Lebanon will trigger a response from Iran; impact of Iranian statement that the Strait of Hormuz will be open through the current ceasefire; efforts by lawmakers to curb Trump's war powers as well as renew FISA; Britain and France's maritime coalition meeting in Paris; Xi Jinping's criticism that the world can't afford to revert to the law of the jungle a month before meeting with the American president in Beijing; what to expect as the administration prepares to submit its full 2027 defense spending request to Congress next week as Office of Management and Budget Director Russ Vought refuses to tell lawmakers how much money the Pentagon will need to cover Iran war costs; implications of Hungarian Prime Minister Viktor Orban's loss to Peter Magyar as the new leader pledges to fight corruption, warm relations with the EU including dropping Budapest's opposition to a 90 billion euro loan package to Ukraine, sack Orban cronies and restore press freedoms; former NATO Secretary General Lord George Robertson's warning that Britain is in peril after underfunding defense; prospect Russia will make a move against Europe this year; Australia's new defense strategy that would increase military spending to 3 percent of GDP; North Korea's vow to increase nuclear enrichment; and Trump's feud with Pope Leo.

In the 6 AM Hour: Larry O’Connor and Cassie Smedile discussed: Virginia Gun Control Bill: Gov. Abigail Spanberger signed into law House Bill 217 and Senate Bill 749, which prohibit the future sale of certain semi-automatic firearms classified as assault weapons, along with magazines capable of holding more than 15 rounds. Spanberger’s Husband: Virginia Gov. Abigail Spanberger announced L3Harris is expanding its operations with a more than $1.2 billion investment in Orange County. Spanberger's husband works for L3Harris. (Nick Minock, WJLA ABC7) B**bs for Illegals: Illegal aliens cross border seeking ‘free’ sex changes in California. (New York Post) UK Royals Coming to DC: King Charles III and Queen Camilla of Britain will make a four-day visit to the United States at the end of April to celebrate America’s 250th anniversary of independence, Buckingham Palace announced Tuesday. Where to find more about WMAL's morning show: Follow Podcasts on Apple Podcasts, Audible, and Spotify Follow WMAL's "O'Connor and Company" on X: @WMALDC, @LarryOConnor, @JGunlock, @PatricePinkfile, and @HeatherHunterDC Facebook: WMALDC and Larry O'Connor Instagram: WMALDC Website: WMAL.com/OConnor-Company Episode: Thursday, April 16, 2026 / 6 AM HourSee omnystudio.com/listener for privacy information.

On this week's Defense & Aerospace Report Washington Roundtable, sponsored by L3Harris, Dr. Patrick Cronin of the Hudson Institute think tank, Cavas Ships podcast cohost Chris Servello, and former DoD Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss the two-week Pakistan-brokered ceasefire to allow for negotiations to end the US-Israel war on Iran; what's at stake as Vice President JD Vance leads a Us delegation to Islamabad for direct talks with Iran; US and European pressure on Israel over its Lebanon strategy; NATO Secretary General Mark Rutte's Oval Office meeting as President Trump continued to criticize the alliance; Vladimir Putin's proposed Ukraine ceasefire for the duration of the Orthodox Easter; Vance's rush to Budapest to boost the election prospects of Hungarian President Viktor Orban who's lagging in the polls before Sunday's election; two key polls show major shifts in the Indo Pacific sentiment towards the United States and nuclear weapons; a month before Xi Jinping's Beijing meeting with Trump, the Chinese premiere hosted Taiwan's KMT opposition leader Cheng Li-wun as China declared an exclusion zone near Taiwan Foreign Minister Wang Yi visited Pyongyang; wear and tear of the Iran mission on US forces; the administration's communications strategy; and Britain monitors Russian activity near its critical seabed infrastructure.

In an explosive new release, pensions CalPERS, CalSTRS, and New York State Common and Teachers Funds and banks Wells Fargo, JPMorgan Chase, Bank of America and Citi have heavily invested in and financed companies that have profited from contracts with Immigration Customs Enforcement (ICE) and enabled the deportation crisis and the surveillance, violence and repression of U.S. citizens resisting the Trump administration. These financial institutions have put over $80 billion into these companies. The corporate ICE contracrtors include Palantir, CoreCivic, Geo Group, General Dynamics, CACI, L3Harris and AT&T. In our latest, we talk with Richard Brooks about new data that Stand.Earth has released about financial players funding ICE contractors like Palantir, Geo Group, CoreCivic and others. Guest Bio-- Richard Brooks is the Climate Finance Director at Stand.Earth.--------------------

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über Ärger für Apples Falt-iPhone, neue Wachstumszahlen bei Anthropic und Optimismus bei Levi's. Außerdem geht es um Nvidia, Norwegian Cruises, RocketLab, American Airlines, Rigetti, Exxon, Devon Energy, Humana, UnitedHealth, CVS, Broadcom, Anthropic, Alphabet, Apple, Nike, Tesla, Delta Air Lines, iShares Core MSCI World ETF (WKN: A0RPWH), VanEck Morningstar Developed Markets Dividend Leaders (WKN: A2JAHJ), ExxonMobil, Verizon, Pfizer, Vanguard FTSE All-World (WKN: A2PKXG), Amundi Core Stoxx Europe 600 (WKN: LYX0Q0), ASML, AstraZeneca, Novartis, HSBC, Maximus, AeroVironment, Kratos, Parsons Corp, Matson, Mercury Systems, CACI Internations, Scorpio Tankers, DHT Holdings, L3Harris, Teledyne, Leonardo DRS, Devon Energy. Das Jubiläumsangebot zu 80 Jahre WELT gibt es hier: http://www.welt.de/geburtstag 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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

The company is also announcing a deal with L3Harris to build the sensors for Xoople's spacecraft. Learn more about your ad choices. Visit podcastchoices.com/adchoices

On this week's Defense & Aerospace Report Washington Roundtable, sponsored by L3Harris, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former DoD Europe chief Jim Townsend of the Center for a New American Security, and Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian discuss the US-Israel war on Iran as President Trump touts talks to end the conflict that has roiled world markets and sent energy prices soaring, driving up inflation; whether lawmakers will vote to constrain the administration's war powers as GOP members worry that the economic turmoil in the wake of the conflict will hurt the party's political prospects in November as Democrats made gains in Florida elections this week; outlook for wartime supplemental, reconciliation and base budget spending as lawmakers work to restore Department of Homeland Security funding; European nations jolted by soaring energy prices are under pressure from their citizens to find ways to both return normal traffic through the Strait of Hormuz and mollify a mercurial US president, with capitals suggesting they're willing to help in an international mission after the shooting stops; whether Europe has an opportunity to supplant Washington as a Middle East and Indo-Pacific partner; Washington races to normalize relations with Russia despite Moscow's intelligence and weapons support for Iran; US pressure on Ukraine to give up Donbas in exchange for security guarantees as the Pentagon considers shifting defensive weapons bound for Ukraine to the Middle East as Russia continues to pound the country; Asian governments scramble to triage energy to mitigate economic shocks; the White House says the president's postponed summit with Xi Jinping in Beijing will be 14-15 May; Kim Jong Un uses the Iran war to justify his nuclear arsenal; and Israel's campaign in South Lebanon.

On this week's Defense & Aerospace Report Washington Roundtable, sponsored by L3Harris, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, Cavas Ships podcast co-host Chris Servello, former DoD Europe chief Jim Townsend of the Center for a New American Security, and Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss the US-Israel war on Iran as the conflict enters its third week as energy markets are shaken by strikes on Gulf energy infrastructure and a backup of ships unwilling to brave the Strait of Hormuz; administration prepares to ask Congress for a $200 billion supplemental to cover war costs as it also plans to request $1.5 trillion in 2027 spending; rift between Washington and Jerusalem after President Trump said Israel was responsible for the attack on Iran's energy facilities prompting Tehran to strike Gulf plans including Qatar's massive Ras Laffan facility that's lost 17 percent of its production capacity, driving a spike in gas prices; Israeli jets strike Iran reportedly from Azerbaijan; administration starts multistep process to escort tankers through the Strait as Europe, Japan and other allies consider participation in a mission to restore traffic; a week after Washington lifted sanctions on Russian oil, European leaders say it's time to resume energy trade with Moscow; how rising energy prices and lifted sanctions will replenishing Moscow's coffers as the rate of US and Israeli weapons use has raised concerns in Kyiv and across the alliance; Israel's Lebanon campaign against Hezbollah that's displaced 1 million; Japanese Prime Minister Sanae Takeuchi's White House visit and US intelligence testimony on Iran, China and Taiwan; and the Iran war prompts Trump to postponed his planned meeting with Xi Jinping in Beijing in April.

On this week's Defense & Aerospace Report Washington Roundtable, sponsored by L3Harris, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, Cavas Ships podcast co-host Chris Servello, former DoD Europe chief Jim Townsend of the Center for a New American Security, and Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss prospects for a supplemental and reconciliation 2.0 spending packages as the US-Israel war on Iran spans into its third week; confusion about the nature of the mission after conflicting statements from senior administration officials; as energy prices soar in the wake of the war despite the release of an unprecedented 400 million barrels of oil from strategic reserves, Washington lifts sanction on Russian energy for 30-days; implications of lifting sanctions on Moscow as Russia continues its war on Ukraine; what it will take to ensure to normalize traffic through the Strait of Hormuz; France's naval deployment to the Middle East where 400,000 of its citizens live; US shifts air and missile defenses from Australia and South Korea to the Gulf; new alignment between European nations and China over energy concerns; China's 15th five-year plan as Xi Jinping prepares to meet with Trump in Beijing; Israel has steps up strikes against Hezbollah in Lebanon with more than 700,000 evacuating after being warned to leave their homes.

The Senate confirms a new CyberCom and NSA chief, the US will establish an inter-agency cyber unit, the UK's Online Crime Centre will launch in April, and the Coruna iOS hacking kit was the work of L3Harris. Show notes Risky Bulletin: Gen. Joshua Rudd confirmed as next CyberCom and NSA head

Alissa Coram and Mike Webster walk through Friday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen in as Aviation Week's Robert Wall, Brian Everstine, Vivienne Machi and Guy Norris reflect on program updates and other highlights from the AFA Warfare Symposium. Thank you to our sponsor L3Harris. L3Harris' Red Wolf and Green Wolf deliver an unfair fight by combining speed, extended range and lethality through kinetic and non-kinetic effects: https://www.l3harris.com/all-capabilities/l3harris-pack-launched-effects

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street's worst day of 2026 on AI worries and lower than expected new US jobs creation; Israel and the United States attack Iran, killing the country's top leaders as Tehran retaliates against Israel, Bahrain, Jordan, Kuwait, Oman, Qatar, Saudi Arabia and the UAE; worries that a prolonged conflict will take a toll on already depleted US weapons stocks, aging weapons and personnel; the conflict sends energy prices soaring; the Trump administration's blacklisting of Anthropic from doing business with the US government and threat to seize its technology after the company expresses concerns over the use of it's Claude model for autonomous weapons and mass surveillance as OpenAI strikes a deal with the Pentagon; the spat between Britain's Treasury and Defense Ministries spills into the open as UK firms work to position themselves for growth; Ukraine's desire to help produce the Patriot missiles it depends on to counter Russian attacks; BWXT, Heico, Hensoldt, Leonardo, MTU, and Rolls-Royce earnings as L3Harris holds its investor day; takeaways from the Air and Space Forces Association's Warfare Symposium last week in Denver including plan to accelerate production of Northrop Grumman's B-21 bomber; updates on the Collaborative Combat Aircraft programs including engines to power a new generation of unmanned aircraft; the White House's decision to back the US Navy's FA-XX to develop a next generation carrier aircraft; and what to expect at commercial edition of Joanna Speed's Aerospace Event next week at the Beverly Wilshire in LA.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Enttäuschung bei Salesforce, Ärger bei Gerresheimer und eine Stromrechnung für die KI-Konzerne. Außerdem geht es um Amazon, Meta, Microsoft, Alphabet, Oracle, OpenAI, Gerresheimer, Allianz, First Solar, Salesforce, Circle, Zoom Communications, C3AI, Nutanix, AMD, The Trade Desk, L3Harris und MacTaggart Scott. 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. Der Börsen-Podcast 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

On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a down week on Wall Street; President Trump's selection of Kevin Warsh to replace Jay Powell as the Federal Reserve chairman; after two decades of negotiations, the EU and India strike a trade deal that encompasses some 2 billion people; after threatening Canada with 100 percent tariffs if it makes a deal with China, Trump warned Britain against drawing close to Beijing as Prime Minister Sir Keir Starmer visited the Chinese capital to reset relations and boost trade ties; the president's call to decertify the Bombardier Global Express business jet and impose a 50 percent tariff on the planes after falsely accusing Ottawa of failing to certify US-made Gulfstream aircraft; the new Dutch government's “freedom tax” to boost defense spending; France rejects Eutelsat's planned sale of its ground antennae business to the private equity firm EQT as Paris tells government employees to stop using Zoom in favor of European systems; French IT firm CapGemini's decision to sell its US unit — CapGemini Government Solutions — for working for ICE and a lack of transparency into the American subsidiary's operations; Boeing, Crane, Hexcel, L3Harris, Northrop Grumman, and Textron report earnings; and Boeing reveals another $600 million charge on its KC-46 Pegasus tanker aircraft for the US Air Force.

Major events are coming to a city near you — soon! From the Super Bowl and FIFA events to large-scale festivals and the America 250 celebrations, fire departments across the country are being tapped to run command and manage attendee safety. “It's exciting and terrorizing at the same time,” Chief Bryan Frieders says of the initial assignment, trying to figure out where to begin. Frieders breaks down the fire service role, namely how command authority is established, communicated and exercised before the first unit arrives. He explains where fire command fits alongside law enforcement, EMS and event organizers, and why unclear roles create operational risk long before crowds gather. Tune in to hear from an expert how to anticipate and mitigate risk. This episode of the Better Every Shift Podcast is sponsored by L3 Harris. L3Harris is a leading supplier of mission-critical communications systems and equipment for local, state and federal firefighter agencies. We have more than 80 years of experience in public safety and professional communications with over 500 systems now in use around the world. Learn more at L3Harris.com.  Enjoying the show? Email bettereveryshift@firerescue1.com to share feedback or suggest guests for a future episode. 

In this episode of Dividend Talk, we break down fresh warnings, dividend hikes, and the big stories in EuropeDividend growth investors need to understand right now.We start with the first earnings of the season, led by Johnson & Johnson, and dig into what its latest results tell us about dividend reliability, pipeline strength, and long-term growth. From there, we cover Fastenal and a mini dive into why its business model may be far more durable than “nuts and bolts” suggests, plus a closer look at the Swedish powerhouse Investor AB and its long-term compounding track record.Along the way, we also discuss:Recent dividend hikes from Essity, Tryg, Investor AB, L3Harris, and Valero EnergyWhether Europe's proposed wealth and unrealised gains taxes threaten long-term compoundingWhat Davos, Ray Dalio, gold, and shifting globalpower structures mean for dividend investorsThe role of gold, Bitcoin, and defensive assets in adividend-focused portfolioETF-based global dividend strategies vs.individual stock selectionHow we personally size positions and manageportfolio riskWhether owning highly profitable dividend payersraises ethical questionsListener Q&A on SaaS stocks, Evolution AB,airports, and portfolio construction

In this episode of Building the Base, Hondo Geurts and Lauren Bedula sit down with Ken Bedingfield, Chief Financial Officer and President of Missile Solutions at L3Harris. This episode was recorded on December 6, 2025 at the Reagan National Defense Forum in Simi Valley, CA. Ken discusses his journey across the defense industrial base, from leadership at a traditional prime to serving as the 20th employee and CEO at venture-backed counter-UAS startup Epirus, to his current dual role at L3Harris. The conversation explores the fundamental shift from requirements-driven to capacity-driven defense strategy, and examines how L3Harris operates as the "tweener" between traditional primes and startups by making decisions in days rather than weeks.Five key takeaways from today's episode:Defense has shifted from requirements to capacity: The industry is moving away from chasing the last bit of capability or technology toward building production capacity at scale. Capacity itself has become a deterrent, driven by recognition of current conflicts and the real-world depletion of munitions stockpiles.Commercial contracting models benefit traditional primes too: L3Harris already derives 20% of sales through commercial models and strongly supports acquisition reform including eliminating cost accounting standards, reducing requirements, and expanding commerciality definitions; reforms often assumed to benefit only new entrants.Solid rocket motor production faces unique scaling challenges: Aerojet Rocketdyne's Camden, Arkansas facility spans 2,500 acres with 200 buildings and highly specialized regulations around explosive loads, storage, and safety. Scaling production requires understanding these complexities, suggesting new entrants should consider partnerships rather than building parallel capacity.Successful partnerships require mission alignment over technology hype: L3Harris positions itself as "connective tissue" between technology and mission capability. For example, partnering with Palantir to integrate AI into world-class electro-optic sensors rather than trying to build computer vision capabilities in-house. The key question for partnerships is "are we moving fast enough?"Public companies can innovate with the right focus: L3Harris has self-funded R&D in communications for 20 years without charging the government, and is transitioning other product lines to similar commercial models. While managing quarterly earnings and public market expectations isn't easy, publicly traded companies can find creative ways to invest and move at speed.Claude is AI and can make mistakes. Please double-check responses.

In this episode of OMAG All Access, host Lori Mueller is joined by Monica Coleman, OMAG General Counsel and Personnel Services Director, to examine the recent Tenth Circuit case Jenny v. L3Harris.Together, they unpack how supervisors' actions—and omissions—can expose municipalities to discrimination and retaliation claims. From seemingly small comments to undocumented reorganizations, this case highlights the critical importance of consistency, documentation, and timely intervention.Learn what municipal leaders can do today to reduce risk and protect both employees and organizations. A downloadable documentation best practices guide is included with this episode.Episode Resource: Download File

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen Ritterschlag für Intel, Rebound bei Rüstung und einen Branchen-Deal der Superlative. Außerdem geht es um Apple, Garmin, Thermo Fisher, Boston Scientific, Johnson Health Tech, Planet Fitness, Life Time, Gym Group, Basic Fit, Xponential Fitness, Technogym, Nike, Adidas, Puma, Lululemon, Lockheed Martin, L3Harris, Kratos Defense, Nvidia, Oracle, Apple, Palantir, Bayer, Puma, Tilray Brands, General Motors, Elevance Health, Centene, Cigna, UnitedHealth und Molina Healthcare, Rio Tinto, Glencore, BHP Group, Siemens, Meta und Keller Group. 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. Der Börsen-Podcast 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

Global risk with Barry Knapp of Ironsides Macroeconomics and Drew Pettit of Citi Research who break down market reaction to developments in Venezuela, followed by a big-picture look at what comes next with Richard Haass, former president of the Council on Foreign Relations. Energy stocks and oil markets take center stage with Andy Lipow of Lipow Oil Associates. Tech outlook with John Belton of Gabelli Funds. L3Harris CFO Ken Bedingfield on geopolitical hotspots and Venezuela.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Paki Wieland & Nick Mottern: the L3Harris demo & their successful necessity defense by WHMP Radio

In this episode of The Cybersecurity Defenders Podcast, we discuss some intel being shared in the LimaCharlie community.Google's Threat Intelligence Group has observed a significant shift in 2025, threat actors are no longer using AI to just speed up operations, they are now integrating LLMs directly into the malware.Unit 42 has identified a previously undocumented Android spyware family, named LandFall, discovered during an investigation into iOS exploit chains involving malicious DNG images.Microsoft's November Patch Tuesday rollout includes fixes for over 60 vulnerabilities, one of which is a zero-day privilege escalation flaw in the Windows kernel that has already been exploited in the wild.Former executive at L3Harris Trenchant, Peter Williams, has pleaded guilty in U.S. federal court to selling 8 trade secrets valued at over 1.3 million to a Russian-based software broker involved in the zero-day exploit market.Support our show by sharing your favorite episodes with a friend, subscribe, give us a rating or leave a comment on your podcast platform.This podcast is brought to you by LimaCharlie, maker of the SecOps Cloud Platform, infrastructure for SecOps where everything is built API first. Scale with confidence as your business grows. Start today for free at limacharlie.io.

As agencies prepare for a busy 2026 event calendar — including national celebrations, elections and major sporting events, including Super Bowl 60, the FIFA World Cup and America 250 — law enforcement leaders are reexamining how they plan, equip and coordinate special event operations. In this episode of the Policing Matters podcast, host Jim Dudley speaks with Lieutenant Jon Zimmer of the Anne Arundel County (Maryland) Police Department and Captain John Mocello of the City of Winchester (Virginia) Police Department. They share how intelligence-led planning, interagency coordination and the right mix of equipment — from barriers to drones — can make the difference between smooth operations and preventable chaos. About our sponsor L3Harris Public Safety and Professional Communications is a leading supplier of communications systems and equipment for public safety, federal, utility, commercial and transportation markets. The business has more than 80 years of experience in public safety and professional communications and supports more than 500 systems around the world. L3Harris has approximately $17 billion in annual revenue and 50,000 employees, with customers in 130 countries. Learn more at L3Harris.com.    

In this week's show Patrick Gray and Adam Boileau discuss the week's cybersecurity news, including: L3Harris Trenchant boss accused of selling exploits to Russia once worked at the Australian Signals Directorate Microsoft WSUS bug being exploited in the wild Dan Kaminsky DNS cache poisoning comes back because of a bad PRNG SpaceX finally starts disabling Starlink terminals used by scammers Garbage HP update deletes certificates that authed Windows systems to Entra This week's episode is sponsored by automation company Tines. Field CISO Matt Muller joins to discuss how Tines has embraced LLMs and the agentic-AI future into their workflow automation. This episode is also available on Youtube. Show notes US accuses former L3Harris cyber boss of stealing and selling secrets to Russian buyer | TechCrunch Attackers bypass patch in deprecated Windows Server update tool | CyberScoop CVE-2025-59287 WSUS Unauthenticated RCE | HawkTrace CVE-2025-59287 WSUS Remote Code Execution | HawkTrace Catching Credential Guard Off Guard - SpecterOps Cache poisoning vulnerabilities found in 2 DNS resolving apps - Ars Technica Uncovering Qilin attack methods exposed through multiple cases Safety on X: "By November 10, we're asking all accounts that use a security key as their two factor authentication (2FA) method to re-enroll their key to continue accessing X. You can re-enroll your existing security key, or enroll a new one. A reminder: if you enroll a new security key, any" / X SpaceX disables more than 2,000 Starlink devices used in Myanmar scam compounds | The Record from Recorded Future News SpaceX: Update Your Inactive Starlink Dishes Now or They'll Be Bricked How we linked ForumTroll APT to Dante spyware by Memento Labs | Securelist Former Polish official indicted over spyware purchase | The Record from Recorded Future News HP OneAgent Update Broke Entra Trust on HP AI Devices Windows' Built-in OpenSSH for Offensive Security How Hacked Card Shufflers Allegedly Enabled a Mob-Fueled Poker Scam That Rocked the NBA | WIRED

Three Buddy Problem - Episode 69: We dig into news that Apple's iOS 26 has quietly killed the shutdown.log forensic artifact used to spot signs of infections and what it means for threat hunters. Plus, whispers of a million-dollar WhatsApp zero-click exploit that never materialized at Pwn2Own, a surreal court case linking a Trenchant exploit developer to Russian buyers, and Chinese threat intel reports pointing fingers at the NSA. We also discuss calls for the US government to build a structured, lawful ecosystem for private-sector offensive operations to address existing chaos and market gaps. Cast: Juan Andres Guerrero-Saade (https://twitter.com/juanandres_gs), Ryan Naraine (https://twitter.com/ryanaraine) and Costin Raiu (https://twitter.com/craiu).