Podcasts about Momentum

Conserved physical quantity related to the motion of a body

  • 14,208PODCASTS
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Momentum

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    Best podcasts about Momentum

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    Latest podcast episodes about Momentum

    Worldwide Exchange
    AI, space and geopolitics drive market momentum 8/4/26

    Worldwide Exchange

    Play Episode Listen Later Aug 4, 2026 42:45


    Markets climbed to fresh highs as strong earnings, AI adoption and resilient economic data supported investor confidence. Plus, Palantir, SpaceX and the expanding space economy highlighted how AI, defense and innovation are reshaping long term growth opportunities. Later, rising Treasury yields, geopolitical tensions, sanctions, energy markets and consumer spending remained key risks investors are watching in the months ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    unDivided with Brandi Kruse
    S1 Ep870: Devastation in Spokane (8.3.26)

    unDivided with Brandi Kruse

    Play Episode Listen Later Aug 3, 2026 72:34


    Governor Ferguson praises President Trump for cooperation on wildfire response. School officials charged for failing to report alleged assault by trans wrestler. Mayor Katie Wilson's very bad week. Momentum in the fight to protect girls' sports. Dana Bash vs. RFK Jr.

    Fightful | MMA & Pro Wrestling Podcast
    WWE SummerSlam Preview, Omega vs. Ospreay Gains Momentum, NJPW G1 CLIMAX 36 | Grapsody 8/1/26

    Fightful | MMA & Pro Wrestling Podcast

    Play Episode Listen Later Aug 3, 2026 250:31


    Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Lance Roberts' Real Investment Hour
    8-3-26 The Momentum Crash - Is It Over?

    Lance Roberts' Real Investment Hour

    Play Episode Listen Later Aug 3, 2026 50:02


    Momentum stocks have suffered one of the sharpest reversals in years, leaving investors wondering whether the worst is behind us or if another leg lower is still ahead. Lance Roberts looks at what caused the momentum crash, why crowded trades can unwind so quickly, and whether the recent rebound is signaling a durable recovery or simply a temporary relief rally. We'll also discuss what history suggests about momentum reversals, portfolio diversification, risk management, and the technical signals investors should watch before increasing exposure to high-growth stocks. 0:00 INTRO 1:01 - Markets End a Negative July 4:42 - Maybe Not the Buy-the-Dip Opportunity 11:10 - Is the Momentum Crash Over? 17:06 - The Retail Side of Levered Trade 21:09 - The Cap-ex Spend is Real 22:39 - Proportion of S&P 500 Co's Beating Earnings Estimates 26:15 - Is the Correction Over? 29:35 - Bet on Nothing - Trade on Environment You're Given 33:58 - Sector Analysis 35:38 - The AI Bear Case - Three Arguments 39:26 - Hyperscaler Cap-Ex 41:38 - Circular Financing Myth 44:33 - Is AI Revenue Fake? 46:50 - Positioning for Either Outcome Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/XLZMmL1p-H0 ------- Articles mentioned in this report: "AI Bear Case: What Skeptics Get Right And Wrong" https://realinvestmentadvice.com/resources/blog/ai-bear-case-what-skeptics-get-right-and-wrong/ "The Momentum Crash: Is It Over?" https://realinvestmentadvice.com/resources/blog/the-momentum-crash-is-it-over/ -------- Watch today's "Before the Bell" premarket commentary, "Market Bounce or More Chop?" https://youtu.be/gGQUeec8J9w ------- Watch our previous show, "Mid-Year Financial Checklist" https://youtube.com/live/2oESMTD2Cqg?feature=share ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #Investing #TechnicalAnalysis #RiskManagement #MomentumInvesting #MarketOutlook

    TorahAnytime Daily Dose
    Daily Dose #2,662: Create a Momentum - R' Joey Haber

    TorahAnytime Daily Dose

    Play Episode Listen Later Aug 3, 2026 2:16


    Full TorahAnytime Lecture Video or Audio More classes from R' Joey Haber ⭐ 2,662

    Breaking Barriers
    E127 - How to Try Something New in Your Church Without Losing Momentum (Summer Community Group)

    Breaking Barriers

    Play Episode Listen Later Aug 3, 2026 32:06


    New ministry ideas can feel risky — but they don't have to be random. Learn how to know when to innovate vs. repeat what's working, and how to cast vision for a new program. Most of what a healthy church does every year should not be new. But every so often, a gap between your vision and your current results tells you it's time to try something different. This is a case study of launching a new idea-growing groups connected to a larger growth goal for the year. Perfect for pastors and church leaders thinking about small group strategy, church vision casting, and ministry growth.Conference: https://breakinggrowthbarriers.com/conferenceWebsite: ⁠https://breakinggrowthbarriers.com⁠Facebook Group: https://www.facebook.com/groups/breakinggrowthbarriersFacebook: https://www.facebook.com/breakinggrowthbarriersInstagram: https://www.instagram.com/breakinggrowthbarriers

    Investec Focus Radio
    Macro Monday Ep126: Slowing momentum in global equities

    Investec Focus Radio

    Play Episode Listen Later Aug 3, 2026 9:51


    While global equities are up strongly over the last year, there's been a clear slowing in momentum in the last six months. According to Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, this implies that much of the strong US earnings performance has been priced into the market. Investec Focus Radio SA

    Developing The Leader Within Podcast
    Episode 334: The Momentum Advantage: How Great Leaders Turn Small Wins into Massive Growth.

    Developing The Leader Within Podcast

    Play Episode Listen Later Aug 3, 2026 31:52


    In this enlightening episode of the Developing the Leader Within Podcast, we are excited to host Ricki Pasinelli, founder and chief Growth Strategist of Make Partnership and co-creator of the Momentum over Time (MOT) Growth Operating System. Ricki dives deep into the concept of the "momentum advantage," revealing how great leaders can transform small wins into significant growth. With over 25 years of experience in brand and growth strategy, Ricki shares valuable insights on identifying and addressing hidden momentum leaks that may be stalling your organization's growth.

    MoneywebNOW
    When is the right time to buy gold miners?

    MoneywebNOW

    Play Episode Listen Later Aug 3, 2026 18:36


    Petri Redelinghuys from Herenya Capital Advisors unpacks AngloGold Ashanti's results and asks whether gold miners are still worth holding. Thethe Mokele of Pinsent Masons explores the key shifts reshaping South Africa's construction industry, while Shaun Meintjes from Consult by Momentum shares practical insights on preparing your children to inherit your wealth.

    Big Lez's League Podcast
    (MOMENTUM) DEARDEN'S NRL FUTURE, CLEARY 3 MILLION DOLLAR MAN?, BRONCOS WANT HORSBURGH & ROOSTERS 82 POINTS!!

    Big Lez's League Podcast

    Play Episode Listen Later Aug 3, 2026 69:42


    LinktreeMOMENTUM NEW SHOWFollow the INSTAGRAM to stay up to date with all of the great Rugby League content!! https://www.instagram.com/biglezsleague_/?hl=en Hosted on Acast. See acast.com/privacy for more information.

    Kesken
    191. Momentum

    Kesken

    Play Episode Listen Later Aug 3, 2026 34:32


    Mikä on momentum, ja miten se voisi liittyä uskoon?

    Cedar Bayou Grace
    Momentum: More Than A Moment

    Cedar Bayou Grace

    Play Episode Listen Later Aug 2, 2026 16:56


    Cedar Bayou Grace
    Momentum: Hearing the Right Voice

    Cedar Bayou Grace

    Play Episode Listen Later Aug 2, 2026 22:40


    New England Business Report with Kim Carrigan and Joe Shortsleeve
    Retail Momentum and Red Sox Magic Drive Summer Buzz

    New England Business Report with Kim Carrigan and Joe Shortsleeve

    Play Episode Listen Later Aug 2, 2026 58:00 Transcription Available


    On today’s program, we talk with a senior vice president of the Massachusetts Association of Retailers about the summer so far and the back to school economy. The chief financial officer of the Boston Red Sox looks at the red hot Red Sox during the month of July. The executive editor of the Boston Business Journal shares this week‘s top business headlines, including a new way to get to the airport. And finally, Jim Koch, CEO of Boston Beer, makers of Sam Adams, shares the latest news about his industry.See omnystudio.com/listener for privacy information.

    Crenshaw & Clarkson
    Can the Dream keep their momentum?

    Crenshaw & Clarkson

    Play Episode Listen Later Aug 2, 2026 40:04


    In the second hour, Greg and Noel wonder if the Dream can keep their momentum after All-Star Break. Can the Dream keep their momentum? In the second segment, they're joined by Marietta High School Football Coach Cameron Duke ahead of the start of high school football. How did the team get the opportunity to play in London? Plus, Greg tells Hollywood tales while trying to get you paid with the Casting Call. Wanna be in a Christmas movie?

    Onlineshop-Geflüster
    Traust du dir 6-stellige Monate zu? (

    Onlineshop-Geflüster

    Play Episode Listen Later Aug 2, 2026 54:38 Transcription Available


    Zu unseren freien Stellen: https://join.com/companies/broes-media In dieser Folge des Onlineshop Geflüster Podcasts spreche ich mit Alexandra, der Gründerin von Sinchens. Ex-Juristin, ausgestiegen aus dem Referendariat, dann ein Wollladen in Fürth aus reiner Leidenschaft, knapp vor Corona eröffnet. Neun Monate später kam der Lockdown, und einen Onlineshop gab es noch nicht. Über 35.000 Euro im Monat sind Laden und Shop zusammen nie hinausgekommen, egal was sie probiert hat. Gelebt hat sie davon nicht, ihr Mann hat sie durchgefüttert. Der Wendepunkt war eine Entscheidung gegen das Bauchgefühl: Geld nicht in mehr Ware stecken, sondern ins eigene Wissen und in bezahlte Werbung. Vorher lief alles rein organisch über Instagram. Zwei Dinge haben den Sprung gebracht: Meta Ads, die von Anfang an liefen, und der Launch eines eigenen Strickmagazins zusammen mit einem großen Hersteller. Ein Produkt für rund zwölf Euro, also ein extrem niedriger Warenkorb, mit dem Performance Marketing normalerweise nicht funktioniert. Bei Sinchens schon: über 13.000 verkaufte Magazine allein über den eigenen Shop, getragen von Nische, Community und dem Momentum des Launches. Du erfährst, warum jahrelanges organisches Wachstum bei ihr an eine harte Decke gestoßen ist und was sich mit bezahlter Werbung verändert hat, warum ein Warenkorb unter 25 Euro fast immer zum Scheitern verurteilt ist und wann er trotzdem trägt, und was der Weg in sechsstellige Monate mental gekostet hat, bis hin zur kleinen Ehekrise. Viel Spaß beim Anhören! Dein Berend. __________ Mache den ersten Schritt und buche dir eine kostenlose SHOPANALYSE: https://www.berend-heins.de/termin __________

    Respect the Process
    Nott Bros. Return to Talk Repeat Clients, Better Commercials and Career Momentum.

    Respect the Process

    Play Episode Listen Later Aug 1, 2026 59:43


    Loved hanging out with Nathan Miller and Mark Danciger of the Nott Brothers - talking about what it really takes to make it as a director. We get into how they approach the business side of directing, how they work with clients and agencies, and why being clear and collaborative makes the whole process better.We also talk about how their style has evolved, what they've learned along the way, and how they keep things creative without losing sight of the job. If you're into directing, commercials, or just hearing how great creative partnerships really work, this one's for you. My Filmmaker Retreat has 3 spots left so save your spot now! FILMMAKER RETREAT JOSHUA TREE '26 - JOIN US Oct. 1–4: our 5th Annual Retreat. SIGN UP NOW No application. Just save your spot and come learn, shoot, and grow with working filmmakers. Limit 15.  NEW COURSE - VIRTUAL PRODUCTION FOR COMMERCIAL DIRECTORS Filmmkaer and friend Kevin O'Brien has shot close to 100 spots on the LED wall. His new course is a tremendous head start to us that will shoot or considering to film on the volumn. Use cose "virtual" to save $50. Click here to learn from the master. POSH DUOThe original 2-in-1 styling wax stick. I use Posh Duo to keep my hair fly and my beard on point. Free shipping for RTP listeners. Get the Posh look. A portion of the proceeds from every stick sold goes to Wigs For Kids. Free shipping. ONLINE FILMMAKING COURSES - DIRECT WITH CONFIDENCEEach of my online courses come with a free 1:1 mentorship call with yours truly. Taking the Shadow course is the only way to win a chance to shadow me on a real shoot! DM for details. Want to level up your commercial directing game? Use code "virtual" to take $50 off! MAGIC MIND - MY MENTAL PERFORMANCE EXILIRSave hugely on Magic Mind with this link. — This link is the way. Thanks, Jordan My cult classic mockumentary, "Dill Scallion" is online so I'm giving 100% of the money to St. Jude Children's Hospital. I've decided to donate the LIFETIME earnings every December, so the donation will grow and grow annually. Thank you. "Respect The Process" podcast is brought to you by Commercial Directing FIlm School and True Gent, aka True Gentleman Industries, Inc. in partnership with Brady Oil Entertainment, Inc.

    Hennapreneur
    Boundaries as Freedom: Designing Capacity in Your Business

    Hennapreneur

    Play Episode Listen Later Aug 1, 2026 26:14


    Most artists don't lose their business to one catastrophic decision — they lose it to a hundred small yeses. In this episode, Chelsea reframes boundaries entirely: not as walls that keep people out, but as the architecture that makes a business livable. She makes the case that capacity is finite and non-negotiable, that every yes is a no to something else whether you choose it or not, and that the guilt keeping most artists from setting boundaries is the real obstacle — not the logistics. This is a permission-giving episode with real structure underneath it.WHAT YOU'LL LEARN·  Why a hundred small, reasonable yeses can quietly consume an entire business·  The reframe: boundaries as architecture, not walls — structure that makes a space usable·  Why an empty calendar square is not the same as available capacity·  How to treat capacity as a budget with real deposits and withdrawals·  Why guilt — not logistics — is the actual obstacle to setting boundaries·  The practical reframe: every no is in service of a yesRESOURCES & LINKSMentioned in this episode:· ⁠⁠⁠Join Momentum — Hennapreneur's membership for henna artists⁠⁠⁠· ⁠⁠⁠Hennapreneur website⁠⁠⁠· ⁠⁠⁠Download the Hennapreneur app⁠⁠⁠Connect with Chelsea:· ⁠⁠⁠Instagram — @hennapreneur.official⁠⁠⁠· ⁠⁠⁠Facebook — Hennapreneur⁠⁠If this episode started something for you, share it with another henna artist who needs to hear it. This conversation belongs in every corner of our industry. And if you're ready to go deeper, ⁠⁠Momentum⁠⁠ is where that happens.

    The Money Show
    Operation Vulindlela gains momentum and SA's biggest wind project officially launched

    The Money Show

    Play Episode Listen Later Jul 31, 2026 37:12 Transcription Available


    Stephen Grootes speaks to Rudi Dicks, Head of Operation Vulindlela in the Presidency, about the programme's latest quarterly progress report and whether South Africa's long-promised structural reforms are finally translating into real economic gains. From electricity and freight rail to water, visas, housing and digital government, Operation Vulindlela says key reforms are gathering pace. In other interviews, Peter Venn, CEO of Seriti Green, about President Cyril Ramaphosa’s visit to Mpumalanga to view the first 25 wind turbines of Seriti Green’s flagship renewable energy project, which will initially generate 155 megawatts of clean energy and form part of a broader development set to produce around 900 megawatts in total. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

    The Strong Savvy Cyclist & Triathlete Podcast
    SSCT #200- Momentum, Not Motivation, For Endurance Performance

    The Strong Savvy Cyclist & Triathlete Podcast

    Play Episode Listen Later Jul 31, 2026 54:04


    In Episode 200 of SSCT we jump into Video Podcasting as we explore why momentum is easier and more sustainable than motivation for endurance training and strength work. Keeping consistency through off periods and deloads is key as fitness and body adaptations take time with a consistent strength training program:Tendon changes typically starting in 8 to 12 weeksBone starting in 12 to 24 weeksI share some real coaching examples, including a rider preparing for the Gran Fondo World Championship and a personal appendectomy recovery that still allowed major lifting gains months later through maintained momentum. Join the FREE Facebook Community HVTraining's Strength Training for Cyclists & TriathletesCoach Brodie's Book “Strength Training for Cycling Performance”Learn all bout Strength Training for Cycling Strength Training for Cyclists Certification Insiders ListGet Started with the Stronger After 50 Programs

    Nuus
    Al wat seker is oor brandstofpryse, 'is onsekerheid'

    Nuus

    Play Episode Listen Later Jul 31, 2026 0:40


    Reaksie word ontvang op vanmiddag se aankondiging dat al die brandstofpryse met 2 Namibiese dollar sal styg vanaf 5 Augustus. Kosmos 94.1 Nuus het met Kara van den Heever, 'n beleggingsontleder by Momentum gesels, wat sê totdat die situasie rondom die Straat van Hormuz weer normaal is, sal onsekerhede voortduur en verbruikers sal hul begrotings daarby moet aanpas.

    The Best One Yet

    eBay sent a box of cockroaches to 2 journalists… now it's paying $56Haribo opened its 1st gummy-only stores… but it's not a 1-trick pony, it's a 1-trick thoroughbred.Tech stocks are down 10% on “Brotation” or “Erasure”... but your portfolio needs “Bubble Wrap”Plus, Minivan sales hit 400K last year… Millennials just became their parents (Alex, are you listening?) $HSY $QQQ $EBAY Grab your Tickets to the IPO Tour: Our In-Person OfferingSan Francisco 9/23: https://www.ticketmaster.com/event/1C0064AFB5F688BDBoston 10/14: https://tickets.citywinery.com/event/tboy-the-ipo-tour-in-person-offering-8cdhupSeattle 11/4 (21+): https://www.axs.com/events/1446394/the-best-one-yet-ticketsNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.

    Nightly Business Report
    Regaining Momentum, Fed Up, and the Next Phase of the Iran War 7/30/26

    Nightly Business Report

    Play Episode Listen Later Jul 30, 2026 43:47


    Semis on the upswing after a rough couple of sessions, but should investors trust the bounce in the momentum trade after what BTIG calls the largest/fastest crash in modern history? JPMorgan's Michael Feroli slides his rate hike timeline from the second half of 2027 to December after Kevin Warsh evades some reporter questions in his second news conference as Fed Chair.  Plus, why the war in Iran could last through the midterms.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    We Will NOT Play DnD
    Unstoppable Momentum, Part 59

    We Will NOT Play DnD

    Play Episode Listen Later Jul 30, 2026 17:17


    Following a disaster like a failed mission, a certain amount of introspection is required. Yes, it all went wrong, but it went wrong in far, far too many ways. Everyone knows it, and everyone has to face it in their own ways. Even Lightshow has some good reasons to speak up.

    Lance Roberts' Real Investment Hour
    7-30-26 Hyperscaler Credit - Warning or Opportunity

    Lance Roberts' Real Investment Hour

    Play Episode Listen Later Jul 30, 2026 44:03


    Are investors overreacting to rising credit spreads among the largest AI hyperscalers? As companies like Amazon, Microsoft, Alphabet, Meta, and Oracle continue borrowing heavily to fund massive AI infrastructure, headlines are warning of "carnage" in hyperscaler credit markets. But does wider credit spread really signal financial trouble—or simply reflect unprecedented capital spending? Lance Roberts & Michael Lebowitz examine what credit default swaps (CDS), bond spreads, and AI capital expenditures are actually telling investors. We'll separate sensational headlines from market reality, and explore whether this is a genuine warning sign or another example of fear outrunning the fundamentals. 0:00 INTRO 1:01 - Markets Sell of as Margins Unwind 3:48 - What Happens When Moving Averages Are Broken 7:22 - Yields Respond to FOMC 9:42 - What Walsh Didn't Say... 14:01 - Four Things (he did say) 16:01 - No Support for Rate Hikes in Slowing Economy 21:26 - Momentum is the Market Driver (and it's unwinding) 23:24 - Why the 2% Inflation Target? 27:09 - Google vs Microsoft Earnings & Market Responses 30:25 - Hyperscalers & Credit Spreads 36:34 - Oracle is the Problem Child 37:42 - Market Price Narratives are not Realistic 39:42 - The Importance of Risk Management Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/lsx5FwAF_mQ ------- Articles mentioned in this report: "Carnage In Hyperscaler Credit: Really?" https://realinvestmentadvice.com/resources/blog/carnage-in-hyperscaler-credit-really/ -------- Watch today's "Before the Bell" premarket commentary, "Markets Consolidate as Sector Rotation Strengthens," https://youtu.be/pG8vxTC6oco ------- Watch our previous show, "Will the Fed Meeting Matter?" https://youtube.com/live/NXuTqIZToX0 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Investing #TechnicalAnalysis #MomentumStocks #MarketOutlook #ArtificialIntelligence #Investing #TechStocks #PortfolioManagement

    The Real Investment Show Podcast
    7-30-26 Hyperscaler Credit: Warning or Opportunity?

    The Real Investment Show Podcast

    Play Episode Listen Later Jul 30, 2026 44:04


    Are investors overreacting to rising credit spreads among the largest AI hyperscalers? As companies like Amazon, Microsoft, Alphabet, Meta, and Oracle continue borrowing heavily to fund massive AI infrastructure, headlines are warning of "carnage" in hyperscaler credit markets. But does wider credit spread really signal financial trouble—or simply reflect unprecedented capital spending? Lance Roberts & Michael Lebowitz examine what credit default swaps (CDS), bond spreads, and AI capital expenditures are actually telling investors. We'll separate sensational headlines from market reality, and explore whether this is a genuine warning sign or another example of fear outrunning the fundamentals. 0:00 INTRO 1:01 - Markets Sell of as Margins Unwind 3:48 - What Happens When Moving Averages Are Broken 7:22 - Yields Respond to FOMC 9:42 - What Walsh Didn't Say... 14:01 - Four Things (he did say) 16:01 - No Support for Rate Hikes in Slowing Economy 21:26 - Momentum is the Market Driver (and it's unwinding) 23:24 - Why the 2% Inflation Target? 27:09 - Google vs Microsoft Earnings & Market Responses 30:25 - Hyperscalers & Credit Spreads 36:34 - Oracle is the Problem Child 37:42 - Market Price Narratives are not Realistic 39:42 - The Importance of Risk Management Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/lsx5FwAF_mQ ------- Articles mentioned in this report: "Carnage In Hyperscaler Credit: Really?" https://realinvestmentadvice.com/resources/blog/carnage-in-hyperscaler-credit-really/ -------- Watch today's "Before the Bell" premarket commentary, "Markets Consolidate as Sector Rotation Strengthens," https://youtu.be/pG8vxTC6oco ------- Watch our previous show, "Will the Fed Meeting Matter?" https://youtube.com/live/NXuTqIZToX0 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Investing #TechnicalAnalysis #MomentumStocks #MarketOutlook #ArtificialIntelligence #Investing #TechStocks #PortfolioManagement

    Learnins N Missteps Podcast
    Why "Pass/Fail" Thinking Is Killing Your Momentum

    Learnins N Missteps Podcast

    Play Episode Listen Later Jul 30, 2026 27:38 Transcription Available


    Ever quit on a goal the moment it stopped feeling like a win? This week's episode breaks down why treating progress as pass/fail is the quiet reason so many goals stall out before they get traction.He unpacks the start-stop cycle: new goals always run into friction from commitments you already have, and pass/fail thinking punishes you for that friction instead of accounting for it. Using fitness as the example, Jesse shows how to build momentum differently, going from zero to one, chaining back-to-back reps, hitting a three-time streak, and only then raising the bar. Small wins aren't consolation prizes. They're the mechanism.Next Jesse introduces "bookends": instead of judging a goal week to week, you set a real time horizon and a single checkpoint down the road; like committing to a podcast for 12 months no matter what the download numbers say early on. That container is what lets you actually learn, build relationships, and stumble into upside you couldn't have planned for (Jesse points to finding his own voice as one example).Lastly, Jesse closes on why this matters beyond the goal itself, framing success not around hitting a number, but around impact, using his own book as the example: if it helps even one person, it did its job.00:00 Escape Win Lose Thinking03:04 Celebrate Zero to One06:07 Back to Back and Streaks10:01 Feedback Loops Beat Perfection12:20 Shift Two Bookends15:54 Podcast Bookend Example18:51 Discovering Your Voice20:58 Impact Based Goals23:05 Book Link and Share It24:19 Wrap Up and Next StepsLets leave the Construction Industry Better than We Found It https://www.depthbuilder.com/construction-leadership-lab Download the free PDF copy of Becoming the Promise You are Intended to Be 

    Sketching Up
    Comic-Con 2026 Reactions: Lanterns, Clayface, Avengers Doomsday & Scott Pilgrim

    Sketching Up

    Play Episode Listen Later Jul 30, 2026 48:25


    In this episode of Sketching Up, Chris Schnabel and Matt Tornetta break down the biggest trailers, announcements, and surprises from San Diego Comic-Con 2026.Matt shares his excitement for the new Lanterns trailer, including Hal Jordan, John Stewart, Guy Gardner, Sinestro, and the arrival of the Manhunters. Chris and Matt discuss why the buddy-cop structure could help Lanterns stand apart from traditional superhero projects and whether DC is finally building a stronger, more focused cinematic universe.They also dive into the upcoming Clayface movie, its psychological-horror direction, connections to Batman: The Animated Series, and why superhero projects may need to embrace different genres to overcome audience fatigue.On the Marvel side, Chris and Matt debate the first Avengers: Doomsday trailer, Doctor Doom's limited screen time, the return of familiar heroes, and whether Marvel revealed too much—or not nearly enough. They compare Doom's introduction to Thanos' buildup before Infinity War and discuss why Marvel's next crossover needs to restore confidence in the MCU.The episode also covers the reported Ryan Gosling Ghost Rider project, Marvel's continued trouble developing Blade, the new direction for Black Panther 3, and whether T'Challa should have been recast following Chadwick Boseman's passing.Finally, the episode concludes with excitement over Scott Pilgrim X: Dawn of Metal, the newly announced continuation of Bryan Lee O'Malley's iconic series, and what Chris and Matt hope to see from Scott Pilgrim's next chapter.If you enjoy conversations about Comic-Con, DC Studios, Marvel Studios, Avengers: Doomsday, Green Lantern, Clayface, Ghost Rider, Black Panther, Scott Pilgrim, superhero movies, comics, and pop culture, this episode is for you.Follow Sketching Up:Instagram — https://www.instagram.com/sketchinguppod/Facebook — https://www.facebook.com/sketchinguppod/TikTok — https://www.tiktok.com/@sketchinguppodVideo edited by Chris SchnabelEpisode Produced by Chris Schnabel and Matt TornettaMusic by Kyle ScottSketching Up is a Schnabel Studios Production.Chapters00:08 Introduction & Comic-Con Week Begins03:00 Mad Props, History Helms & Podcast Updates06:15 San Diego Comic-Con 2026 Reactions06:57 Lanterns Trailer, John Stewart & the Manhunters13:17 Clayface, Superhero Horror & the Future of DC18:33 Can the Next Superman Movie Keep DC's Momentum?23:08 Avengers: Doomsday Trailer Debate32:02 Ryan Gosling as Ghost Rider & Marvel's Blade Problem39:10 Black Panther 3, T'Challa & Recasting Debate42:52 Scott Pilgrim X: Dawn of Metal46:06 Final Thoughts & Outro

    TD Ameritrade Network
    Ca$htag$: Azure's Momentum Puts Pressure on Amazon's Cloud Dominance

    TD Ameritrade Network

    Play Episode Listen Later Jul 30, 2026 10:43


    LikeFolio's Landon Swan examines Amazon's (AMZN) evolving growth story as AWS faces mounting competition from Microsoft's (MSFT) Azure. He discusses why rising cloud infrastructure spending and Amazon's investment in Anthropic may be better viewed as long-term growth drivers rather than short-term headwinds.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

    AFA@TheCore
    (A "Best Of" from July 21, 2026) Rick and Walker Co-Host Today Discussing Democrat Socialists vis-a-vis “Mainstream” Dems | Conservative/Republican Concerns | The Mid - Terms and Conservative Momentum

    AFA@TheCore

    Play Episode Listen Later Jul 30, 2026 51:09


    3 Lessons from Breakthrough Leaders
    The CEO Mindset with Patrick Coveney

    3 Lessons from Breakthrough Leaders

    Play Episode Listen Later Jul 30, 2026 33:04


    In our latest 3 Lessons from Breakthrough Leaders podcast episode, we're joined by Patrick Coveney, CEO of SSP Group plc.Patrick is a strategic, people-focused leader with deep roots in the global food industry, having previously spent 14 years as the CEO of Greencore Group. He was a Managing Partner at McKinsey & Company and served on various boards, including his current role as a non-executive director at OFI.In this episode, we explored 3 lessons with Patrick Coveney:1. The CEO Mindset2. Leading Through Global Shocks3. Finding Direction in a Moment of Choice

    Pinter Politik
    Mas Dar & Momentum Harapan BGN

    Pinter Politik

    Play Episode Listen Later Jul 30, 2026 9:55


    Di balik gebrakan yang dilakukan Kepala BGN Sudaryono, ada logika ekonomi dan filsafat lama yang layak direnungkan.

    Channel 33
    Governor Tim Walz on the Democrats' Midterm Momentum, the Danger of Prediction Markets, and Replaying His Debate With JD Vance. Plus: Thoughts on Bari Weiss's New ‘60 Minutes' Cast.

    Channel 33

    Play Episode Listen Later Jul 29, 2026 49:02


    On today's special episode of The Press Box, Bryan is joined by Minnesota Governor Tim Walz. But first, Bryan opens by talking about the new ‘60 Minutes' correspondents at CBS. Then, Bryan and Governor Walz talk about why he is not running for reelection, the midterms, his coaching career, and much more (06:05). Host: Bryan CurtisGuest: Tim Walz Producers: Isaiah Blakely and Jon Jones Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Lunge & Learn Network
    AF Mini-Cast: Diets, Momentum & Super Swoleness

    Lunge & Learn Network

    Play Episode Listen Later Jul 29, 2026 24:26


    How I Work
    Part 2: The loneliness of leadership no one warned you about, with Christian O'Connell

    How I Work

    Play Episode Listen Later Jul 29, 2026 34:17 Transcription Available


    There is a version of leadership that looks effortless from the outside. The one where the leader always has the answers, always holds the vision, always appears composed. And then there is the version that happens in private, at 5:00 AM, when your mind is rehearsing every possible failure and no one can see it. What surprises most people is how often those two versions belong to the same person. In part two of my conversation with Christian O'Connell, breakfast radio host heard by hundreds of thousands of Australians every morning, we get into the parts of leadership nobody talks about publicly. Christian opens up about the loneliness of leading a team, the night he finally put his thoughts on a whiteboard and told his people the truth about how he'd been feeling, and why he believes his next book will be about leadership because nobody warned him how hard it would be. If you have ever found yourself carrying something heavy at work and deciding the most responsible thing to do as a leader is keep it to yourself, this conversation will make you question whether that instinct is actually protecting your team or just protecting you. Christian and I discuss: Why confidence is the wrong thing to aim for before you speak in public What happened when Christian finally stopped pretending everything was fine with his team The one thing that does more for a team than any solution or action plan Why 5am is the worst possible time to trust your own thoughts The David Letterman line that changed how Christian thinks about taking risks Why Christian considers himself an accidental leader, and what he's doing about it Key quotes "Confidence is something that catches up. Momentum is more important." "It's a beautiful thing, leadership. If you get it right, it's a path of aliveness and transformation. If you get it wrong, it's the opposite." Connect with Christian O'Connell on Instagram, X (Twitter), LinkedIn and his website. Tune in to The Christian O’Connell Show and check out his latest book Unscript: The Radical Act of Being Yourself. My latest book The Energy Game is out now. You can order a copy here: https://amzn.to/48ID29M Connect with me on the socials: Linkedin (https://www.linkedin.com/in/amanthaimber) Instagram (https://www.instagram.com/amanthai) If you are looking for more tips to improve the way you work and live, I write a weekly newsletter where I share practical and simple to apply tips to improve your life. You can sign up for that at https://amantha.substack.com/ Visit https://www.amantha.com/podcast for full show notes from all episodes. Get in touch at amantha@inventium.com.au Credits: Host: Amantha Imber Sound Engineer: The Podcast ButlerSee omnystudio.com/listener for privacy information.

    Wear We Are
    The Morning Five: Wednesday, July 29 -- Novel Obstruction Charge, Russia Sanctions Bill Gains Momentum and Over a Thousand AI Industry Members Urge Planning for Slowdown

    Wear We Are

    Play Episode Listen Later Jul 29, 2026 9:36


    For the Good of the Public brings you news and weekly conversations at the intersection of faith and civic life. Monday through Thursday, The Morning Five starts your day off with scripture and prayer, as we also catch up on the news together. Throughout the year, we air limited series on Fridays to dive deeper into conversations with civic leaders, thinkers, and public servants reimagining public life for the good of the public. Today's host was Michael Wear.  Thanks for listening to The Morning Five! Please subscribe to and rate The Morning Five on your favorite podcast platform. Learn more about the work of the Center for Christianity and Public Life at www.ccpubliclife.org. Today's scripture: Psalm 74:12-21 (ESV) News sources: https://www.nytimes.com/2026/07/28/us/politics/senators-russia-sanctions-bill-graham.html?smid=nytcore-ios-share&referringSource=articleShare https://www.nytimes.com/2026/07/28/us/politics/senate-confirms-jay-clayton-intelligence-director.html?smid=nytcore-ios-share&referringSource=articleShare  https://www.pacingthefrontier.com/  https://thenextweb.com/news/pacing-the-frontier-ai-employees-letter-us-government  https://www.politico.com/news/2026/07/28/vaccines-rfk-collins-gavi-rubio-01013690  https://www.wsj.com/world/middle-east/iran-launches-surprise-missile-attack-on-u-s-forces-70955a30?mod=hp_lead_pos1  https://www.nytimes.com/2026/07/28/us/duress-password-phone-wipe-charge.html  Join the conversation and follow us at: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@michaelwear⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, @ccpubliclife Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MichaelRWear⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, @ccpubliclife and check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@tsfnetwork⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by: King Sis #politics #faith #prayer #scripture #news #health #vaccines #RFK #SusanCollins #Iran #war #ODNI #intelligence #Russia #sanctions #Ukraine #AI #safety #privacy #tech Learn more about your ad choices. Visit megaphone.fm/adchoices

    Facts vs Feelings with Ryan Detrick & Sonu Varghese
    Welcome to the Chip Crash (FvF Ep. 198)

    Facts vs Feelings with Ryan Detrick & Sonu Varghese

    Play Episode Listen Later Jul 29, 2026 65:20


    In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into Apple reclaiming its title as the world's largest company by market cap after sitting out the AI spending race, while hyperscalers like Google, Amazon, and Microsoft pour ever-larger sums into CapEx. They break down record Q2 blended earnings growth of 38% year-over-year, the outsized role investment gains in private holdings like SpaceX and Anthropic played in Google's headline profit beat, andwhy core net income tells a different story. The conversation shifts to the "chip crash" playing out in South Korea, where the KOSPI has fallen more than 30% from its June 22 peak amid margin calls and central bank rate hikes, and what that says about crowded momentum trades and the explosion of leveraged ETF products tied to tech and semis. Ryan and Sonu also cover the rotation into low volatility, financials, and healthcare, why flows into tech remain historically stretched even after the pullback, and preview this week's Fed decision amid unusually high rate-hike odds. They close with apersonal update on Ryan's eye surgery, a shoutout to guest and TrendLabs Founder JC Parets' record-breaking episode, and details on the live 200th episode show in Boston.[Key Takeaways]Apple overtook NVIDIA as the world's largest company by market cap (~$4.9 trillion) after largely sitting out heavy AI CapEx spending, while free cash flow for semiconductor companies surpassed hyperscaler free cash flow for the first time this quarter.Q2 blended S&P 500 earnings growth hit 38% year-over-year, the best pace since Q3 2021, driven largely by tech (+65%), energy (+128%), and communication services (+112%); excluding Google, growth drops to 26%.A large share of Google's reported profit surge came from investment gains in private holdings (SpaceX, Anthropic) rather than core operations, a pattern also inflating net income at Amazon, NVIDIA, and Microsoft.South Korea's KOSPI fell roughly 33% from its June 22nd peak (before a further 10% one-day drop) as margin calls and a Bank of Korea rate hike hit heavily levered chip and momentum trades.Momentum's one-year excess return over the S&P 500 pulled back from the 96th to the 75th percentile relative to the last 40 years, while low volatility stocks are up 8% and financials up 11% since the market's June 2nd peak.Fed rate-hike odds this week sit near their highest pre-meeting level in recent memory, with the committee reportedly divided as inflation, a resilient labor market, and AI/Middle East-driven cost pressures complicate the outlook.Jump to:0:00 - Welcome And Quick Setup0:31 - Apple Reclaims Top Market Cap5:16 - AI Capex Arms Race Reality Check8:35 - Record Margins And Earnings Surge16:44 - South Korea Sparks Chip Crash23:49 - Ryan's Eye Patch Surgery Story29:58 - Why Tech Flows Look Crowded35:28 - Leveraged Products And Margin Call Risk42:40 - Rotation Into Low Vol And Defensives46:57 - Contrarian Thinking Versus Momentum54:41 - Interstellar Detour And Time Talk57:19 - Fed Uncertainty And Rate Hike Odds1:02:16 - Live Boston Show And Final ThanksConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

    Getting Results
    E366: Your Vacation Is a Leadership Test. Here's How to Pass It.

    Getting Results

    Play Episode Listen Later Jul 29, 2026 8:20


    You're about to board a plane.Phone's in your hand. You're telling yourself you're going to disconnect. And somewhere between packing and the gate, a quiet thought surfaces. What happens if something goes wrong while I'm gone?That thought isn't anxiety. It's data. And today I'm going to give you the exact playbook that makes it go away — so you can actually be present when you get there.This is the Leadership Vacation Test. And most senior leaders are failing it without knowing it.> Links mentioned within

    The Next Level Life with Christine Corcoran
    794 - If you don't see your TRUE value, you'll accept less than you deserve - 5 Minutes of Momentum

    The Next Level Life with Christine Corcoran

    Play Episode Listen Later Jul 29, 2026 7:02


    Your clients will rarely value you more than you value yourself. The way you price your services, handle objections, set boundaries, negotiate opportunities, and show up in your business all stem from one thing: how you see your own value. If deep down you question your worth, you'll find yourself accepting less than you deserve—lower fees, misaligned clients, overdelivering, and constantly trying to prove yourself. In this episode, we're exploring how your self-worth shapes every decision you make in business and why recognising your true value is one of the most profitable mindset shifts you can make. WORK WITH CHRISTINE: Join us at Unstoppable Women Event 2026 Download my CEO MONTHLY REVIEW Dashboard for free Buy my new book: Turn Impostor Syndrome Into Your Superpower Free Download: Capacity Calculator for calendar & income consistency Download: Consistent $10K Month Method Connect with Christine on Instagram https://www.instagram.com/christinecorcoran_coach/ Book a Discovery Call with Christine here Christine's website https://christinecorcoran.com.au/

    The WDW Radio Show - Your Walt Disney World Information Station
    875 · The runDisney Companion: Your Race Day Guide from Fantasy to Finish Line

    The WDW Radio Show - Your Walt Disney World Information Station

    Play Episode Listen Later Jul 28, 2026 71:24 Transcription Available


    875 · The runDisney Companion: Your Race Day Guide from Fantasy to Finish LineBefore sunrise at Walt Disney World, thousands of people round the bend toward Cinderella Castle and fall in love with running in a way most guests never will. That is runDisney - and whether you are eyeing your very first 5K or chasing your next Dopey, there has never been one book to take you from registration to the finish line. Until now.In WDW Radio #875, Lou Mongello sits down with Lisa DiNoto Glassner, founder of The Castle Run, to talk about her brand new book, The runDisney Companion: Your Race Day Guide from Fantasy to Finish Line and Beyond. It is the guide so many runners wished they had - part race day handbook, part love letter to the runDisney community, and part a collection of hard-won lessons that reach far beyond the finish line.Lou and Lisa get into everything that makes a runDisney race work, from the 5K and 10K to the Princess Half Marathon and the full Dopey Challenge at Walt Disney World Marathon Weekend. They cover how to survive registration morning, why entering through a charity can be the smartest move, how to start training from scratch, how doable a 5K really is, the one mistake nearly every new runner makes, and why getting to the start line is harder than getting to the finish line. Plus the dozen life lessons at the heart of the book, why the community cheers louder for the last finisher than the first, and Lisa's simple challenge to anyone still on the fence - if you love Disney, you owe it to yourself to do a 5K.There is a powerful personal story behind the book too, one of grief, running as healing, and the courage to walk away from one life to begin another. But at its core, as Lisa says, it is not about running at all. It is about the courage to step up to the starting line, before you know how the story ends.

    Saxo Market Call
    Three hyperscalers set to report as AI momentum stocks stumble

    Saxo Market Call

    Play Episode Listen Later Jul 28, 2026 31:06


    Today, a look at the intensifying sell-off in high momentum AI hardware names, led by a an ugly meltdown in the two Korean memory stocks overnight. Meanwhile, the broader market posted a very different and far more positive day, an intensification of recent patterns. Also, we looked at the recent Alphabet, Tesla and Intel earnings reports and the coming reports from Meta, Microsoft, Amazon.com and Apple with Saxo Equity Strategist Ruben Dalfovo. Finally, a preview of the FOMC meeting tomorrow in the macro and FX discussion and much more also on today's pod, which was hosted by Saxo Global Macro Strategist John J. Hardy. Links From what appears a credible source on X on the risks from the AI transformation to Alphabet's/Google's legacy "benevolent monopoly" business model. Bloomberg weighs in on the circular financing concerns linked to Nvidia after a spate of recent stories. Meta is fighting a mountain of social-media lawsuits, possibly worst legal challenge in its 22-year history. Ford joins race to build the next US light duty vehicle for the US military. About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

    Zolak & Bertrand
    Patriots Offense is Getting Some Momentum, LIVE! // Curtis Mead Injured in his Debut - 7/28 (Hour 2)

    Zolak & Bertrand

    Play Episode Listen Later Jul 28, 2026 36:05


    (00:00) The guys get a food drop and spend the segment enjoying their lunch and talk about their grooming habits at the barber. Practice begins to slow down, the Patriots and Kayshon Boutte have a big play. (10:09) The crew talks about Curtis Mead's injury and his reaction after the game. They also discuss how they want to go when it's all said and done.(19:28) Zo, Beetle, and McKone talk more about Curtis Mead in comparison with Roman Anthony and their reactions to injury.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Deep Healing for Creative Entrepreneurs -Conquer Burnout, Imposter Syndrome, and Unleash Your Artistic Potential”
    The Sacred Momentum Manifesto: You were never meant to force your becoming. (222)

    Deep Healing for Creative Entrepreneurs -Conquer Burnout, Imposter Syndrome, and Unleash Your Artistic Potential”

    Play Episode Listen Later Jul 28, 2026 20:19 Transcription Available


    What if momentum was never meant to be forced? In this deeply personal manifesto episode, Aubrey Bahr shares the heart behind The Sacred Momentum—a space where subconscious healing becomes embodied movement, intuition becomes aligned action, and faith becomes active participation in your life. Aubrey explores what it means to move forward without abandoning your body, overriding your nervous system, or pressuring yourself to heal faster. Through personal stories, Christian faith, scripture, astrology, somatic healing, subconscious release work, and a healthy dose of honest humor, she reveals why rest, waiting, grief, creativity, boundaries, and brave decisions can all be forms of sacred momentum. This episode is for the deeply feeling woman, healer, entrepreneur, mother, creative, cycle-breaker, or spiritual seeker who knows she is becoming—but no longer wants to brutalize herself into transformation. You'll discover: What Sacred Momentum truly means Why healing should eventually lead to movement How subconscious patterns and nervous-system responses influence your choices The difference between divine timing and fear-based avoidance How to honor protective patterns without allowing them to control your future Why intuition, spiritual gifts, personal responsibility, and faith in God can coexist How Aubrey's astrology reflects the deeper themes within her life and work Five movements for creating your own sacred momentum: notice, remember, release, choose, and move How to recognize progress during quiet, slow, or uncertain seasons Sacred Momentum is not hustle disguised as spirituality. It is not spiritual bypassing, endless self-improvement, or waiting until you are perfectly healed to begin living. It is movement with meaning—rooted in God, guided by discernment, and created at a pace your body can safely carry. You were never meant to force your becoming. You were meant to become a woman capable of carrying what is calling her forward. This is deep healing that leads somewhere. This is faith with participation. This is power without self-abandonment. This is The Sacred Momentum.   Work with Aubrey 

    FactSet Evening Market Recap
    Evening Market Recap - Tuesday, 28-Jul

    FactSet Evening Market Recap

    Play Episode Listen Later Jul 28, 2026 5:21


    US equities were mostly higher in Tuesday trading, not far from best levels. Breadth solidly positive, equal-weight S&P led the cap-weighted index by ~90 bp. Momentum selloff continues to reflect fears around AI capex/ROI, open-weight/China competition, circularity.

    TD Ameritrade Network
    Ryan Detrick on 2H 2026 Momentum Trends & Sectors Taking Tech's 'Baton'

    TD Ameritrade Network

    Play Episode Listen Later Jul 28, 2026 7:44


    Ryan Detrick talks about the "awfully strong" earnings season Wall Street has seen so far and points out opportunities for a market-wide rebound since sliding from all-time highs in early June. Financials and healthcare are two sectors in particular he sees "taking the baton" from tech. Ryan turns to the Fed and why he expects to see an interest rate pause for July and a rate hike for September. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling -https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch onVizio - https://www.vizio.com/en/watchfreeplus-exploreClassification: Schwab InternalWatch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X –https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetwork Follow us onLinkedIn - https://www.linkedin.com/company/schwab-network

    TD Ameritrade Network
    Volatility Trends to Monitor & Ways Fed Will Rattle VIX Momentum

    TD Ameritrade Network

    Play Episode Listen Later Jul 28, 2026 10:40


    As the Fed begins its interest rate meeting, Zed Francis talks about his predictions for tomorrow's meeting and ways it can shake up volatility. He gives investors his full picture perspective on volatility trends and ways the Fed's decision shift momentum in the VIX, especially if the FOMC votes for a rate hike.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling -https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch onVizio - https://www.vizio.com/en/watchfreeplus-exploreClassification: Schwab InternalWatch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X –https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetwork Follow us onLinkedIn - https://www.linkedin.com/company/schwab-network

    Market Matters
    Momentum vs. fundamentals in the AI trade: Insights from BlackRock

    Market Matters

    Play Episode Listen Later Jul 28, 2026 21:21


    What's the right price for AI stocks? In this episode of Making Sense, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, speaks with Helen Jewell, International CIO of Fundamental Equities at BlackRock, about differentiating within the AI trade, and identifying companies with durable earnings power and high return on capital growth, versus simply those trading with momentum. They discuss where the market is (and isn't) discriminating across semis, memory and software and what to watch as the AI capex cycle evolves.   This episode was recorded on April 6, 2026.   The podcast's views do not necessarily reflect those of J.P. Morgan Chase & Co or its affiliates (together “J.P. Morgan) and are not from J.P. Morgan's Research Department. They do not constitute recommendations or offers to buy or sell securities. Intended for institutional and professional investors, not retail use, it is for informational purposes only. Products and services mentioned may not suit all investors or be available in all jurisdictions. J.P. Morgan may make markets and trade in discussed securities and asset classes. Visit www.jpmorgan.com/disclosures/salesandtradingdisclaimer for more disclaimers and regulatory disclosures. External speakers' opinions are personal and not J.P. Morgan's views. © 2026 JPMorgan Chase & Company. All rights reserved.

    This Is Karen Hunter
    S E1334: In Class with Carr, Ep. 333: Black Odysseys/White Facts

    This Is Karen Hunter

    Play Episode Listen Later Jul 27, 2026 150:05


    This week's session continues to explore struggles for political power and cultural survival in hostile, nativist Social Structures. Even as politicians of African descent continue to be elected, even in spaces with majority non-African voters, the challenge to conform, integrate or culturally neuter in order to demonstrate trustworthiness persists. Hard White nationalists such as those who have momentarily captured the federal government push desperately to neuter potential voting power of others and risk an implosion of their existing structural advantage by attacking carefully curated national myths that hold the polity together, at least tangentially. Meanwhile, filmmaker Christopher Nolan‘s latest movie, “The Odyssey,” has begun to make huge global profits. People are hungry for Cultural Meaning-Making that feeds seemingly archetypical myths. Contrasting cherished Western archetypes like the Homeric myth with intra-racial satirizations such as “Oh Brother Where Art Thou” and elder narratives like the Ancient Egyptian story of Sinhue/Sanhat, we explore how long-view African memory–or “Black Odysseys”--can be used to both gain perspective and regain the Momentum of Memory. In a moment when a White Nationalist US federal government is working overtime to destroy all lines between fact and fiction, the value of collective learning and developing our abilities, is more critical than ever. With soaring prices of higher education increasingly out of reach for most, renewed efforts to reshape readily accessible public spaces for learning also increase. As we continue to jailbreak learning during the US semiquincentennial year, we ask again the question W.E.B. Du Bois asked before departing permanently for Africa: When it comes to collective movement and institution building within African and other spaces, “Whither Now and Why?”Are you a member of Knarrative? If not, we invite you to join our community today by signing up at: https://www.knarrative.com. As a Knarrative subscriber, you'll gain immediate access to Knubia, our growing community of teachers, learners, thinkers, doers, artists, and creators. Together, we're making a generational commitment to our collective interests, work, and responsibilities. Join us at https://www.knarrative.com and download the Knubia app through your app store or by visiting https://community.knarrative.com.To shop Go to:TheGlobalMajorityMore from us:Follow on X: https://x.com/knarrative_https://x.com/inclasswithcarrFollow on Instagram IG / knarrative IG/ inclasswithcarr Follow Dr. Carr: https://www.drgregcarr.comhttps://x.com/AfricanaCarrFollow Karen Hunter: https://karenhuntershow.comhttps://x.com/karenhunter IG / karenhuntershowSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Wisconsin Today
    Madison body cameras gain momentum, Mandela Barnes profile

    Wisconsin Today

    Play Episode Listen Later Jul 27, 2026 12:47


    The city of Madison has been an outlier in its decision to not equip most police officers with body cameras. Now, there's a chance that could change.

    The Frontline Podcast For Christian Men
    When A Man Loses His Momentum

    The Frontline Podcast For Christian Men

    Play Episode Listen Later Jul 27, 2026 9:37


    Have you ever felt like you were moving forward in your walk with God, your marriage, your work, or your family—only to suddenly feel stuck? If you're in a season where the momentum has slowed and you're wondering what happened, this message is for you. Don't quit. Stay the course. Keep taking the next faithful step. The same God who has been with you in the past is with you today, and He is not finished with your life. Your breakthrough may be closer than you think.Galatians 6:9 “Let us not get tired of doing good, for we will reap at the proper time if we don't give up.” Proverbs 24:16 “Though a righteous person falls seven times, he will get up, but the wicked will stumble into ruin.”CONNECT HERE