Traditional province in the southwest of Ireland
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This episode of Excess Returns features Gene Munster and Doug Clinton breaking down their 2026 technology and market predictions, with a deep focus on artificial intelligence, big tech, and where investors may be misreading the current cycle. The conversation explores how far along the AI bull market really is, what fundamentals still support it, and where the biggest opportunities and risks may emerge over the next several years. Munster and Clinton discuss market structure, capital spending, valuation, and technological inflection points across AI, software, hardware, and autonomous driving, offering a grounded but forward-looking framework for long-term investors.Main topics coveredWhy the AI bull market may still have multiple years left and how fundamentals support current valuationsNasdaq return expectations through 2026 and what earnings and multiples imply for investorsThe case for small-cap and non–Mag Seven tech outperforming as the AI cycle maturesHyperscaler AI capital spending and why CapEx growth could exceed current expectationsWhether AI pricing pressure leads to commoditization or expanding long-term value creationHow AI is changing the economics of infrastructure, platforms, and asset-heavy tech businessesApple's AI strategy, the future of Siri, and why expectations matter for valuationAlphabet, Amazon, and the evolving AI competition among the largest technology companiesEnergy constraints, data centers, nuclear power, and the infrastructure needed to support AI growthTesla, Waymo, and the realistic timeline for autonomous driving and robotaxi adoptionHow physical AI, autonomy, and robotics could reshape transportation and consumer behaviorTimestamps00:00 AI cycle outlook and why the bull market may still be early05:00 Nasdaq return expectations and earnings fundamentals10:30 Small-cap tech versus Mag Seven performance17:15 Hyperscaler AI CapEx and Nvidia's signals24:00 Infrastructure, pricing power, and AI commoditization debates32:30 Apple, Siri, and consumer AI assistants38:50 Alphabet, Amazon, and AI competition among mega-cap tech45:00 Energy, data centers, and nuclear power considerations48:10 Tesla, autonomy, and robotaxi timelines54:15 Waymo, market share, and the future of transportation
the lads are back after theor Christmas break. They review Round 10 of the AIL and preview Round 11, the first game of the next block of three. The lads get impatient towards the end due to a 4 hour recording because Frawls didn't pay his WiFi bill. Once again Ace of Clubs is a shambles for Moss but Burkey has a great week. Ruadhan McDonnell still leads the way in Ace of Clubs, sponsored by Cahill Apparel. We are joined by Ger Sla of Young Munster RFC. He talks to us about their recent good form and hanging on in there early in the season. He also discusses an Onion initiation enforced by a Pepper. Powered by Energia #EnergiaAIL
Off The Ball's Ruairi O'Hagan is joined by Munster legends Alan Quinlan and Fiona Hayes to talk about the narrow defeat to Toulon, the decision to award THAT penalty, and Saturday's clash with Castres. The first twenty minutes of this week's podcast is unlocked, but to listen to the full podcast, get on over to the Go Loud app, or become a member at offtheball.com/join
Cameron Hill and Eoin Doyle join Eoin Sheahan in studio for Wednesday's Newsround, as Jean Kleyn's replacement at Munster seems to be coming into focus. Meanwhile, trouble seems to be brewing in the All Blacks coaching setup, while there's the small matter of the Carabao Cup semi finals.
Welcome to Tuesday's Rugby Daily, with Cameron Hill. Coming up today, Munster issue a squad update, and lose a key international ahead of next season. Why Andy Dunne would love to face Leinster's defensive system under Jacques Nienaber, And a showdown between the Lions and France is all but confirmed... Rugby on Off The Ball with Bank of Ireland | #NeverStopCompeting
Cameron Hill and Mick McCarthy join Eoin Sheahan in studio for Tuesday's Newsround, as Jean Kleyn's move from Munster to Gloucester at the end of the season is confirmed. Meanwhile, Michael Carrick has been named the interim manager of Manchester United, while Gavin Bazunu is on the move on loan.
Brendan O'Brien and Simon Lewis -- freshly home from France -- discuss Munster's narrow defeat at Toulon, Leinster's exploits in Europe and more. Hosted on Acast. See acast.com/privacy for more information.
Welcome to Monday's Rugby Daily, with David Wilson. Coming up, Joe McCarthy on the nerves of steel shown by Harry Byrne.Tyler Bleyendaal on the competitiveness of European club rugby. And Scott Bemand receives an injury boost ahead of the 6 Nations which starts in April. Rugby on Off The Ball with Bank of Ireland | #NeverStopCompeting
Ger Gilroy, the returning Colm Boohig & Arthur O'Dea recap a sporting bonanza of a weekend which saw plenty of Club GAA emotion.The FA Cup was as dramatic as ever with Manchester United dumped out at home, while Macclesfield pulled one of the all-time great FA Cup shocks.Leinster & La Rochelle played out an absolute classic, but it wasn't to be for Munster who narrowly lost out in Toulon…Catch The Off The Ball Breakfast show LIVE weekday mornings from 7:30am or just search for Off The Ball Breakfast and get the podcast on the Off The Ball app.SUBSCRIBE at OffTheBall.com/joinOff The Ball Breakfast is live weekday mornings from 7:30am across Off The Ball
On a very special Nollaig Na mBan edition of Off The Ball Sunday, Susanna Mollen is joined firstly by former Ireland International Grace Davitt to talk all things European Rugby, with Munster narrowing losing to Toulon earlier on and Ulster having their trip Amsterdam trip cancelled with a postponement of their tie against the Cheetahs. In the second half of the hour, Lynne Cantwell joins to look back on Ireland's 2025 Women's Rugby World Cup journey. Rugby on Off The Ball with Bank of Ireland #NeverStopCompeting
Off The Ball's Ruairi O'Hagan is joined by Munster legends Alan Quinlan and Fiona Hayes to look back on the defeats to Ulster and Leinster, and to look ahead to Sunday's Champions Cup clash with Toulon.Subscribe to The Rugby Channel for new episodes every week! #TheRed78The first twenty minutes of this week's podcast is unlocked, but to listen to the full podcast, get on over to the Go Loud app, or become a member at offtheball.com/join
Welcome to Tuesday's Rugby Daily, I'm Cameron Hill.Coming up today, are Munster matching their expectations for the season, or falling below them?Should Ronan O'Gara be brought back into Irish rugby ASAP?And Scotland continue to bolster their backroom ahead of the Women's Six Nations.Rugby on Off The Ball with Bank of Ireland | #NeverStopCompeting
Welcome to Monday's Rugby Daily with David Wilson.Coming up today, Leinster welcome back Robbie Henshaw, but doubts remain over Harry Byrne and RG Snyman.Munster suffer another defeat as tensions begin to grow.And Ronan O'Gara gets a thumping win over Toulon.Rugby on Off The Ball with Bank of Ireland | #NeverStopCompeting
Shane Hannon & Cameron Hill bring you all the news from the sporting world as there is 5 Premier League matches taking place today, as well as the crucial Old Firm Derby in the SPFL between Celtic and Rangers. Leinster and Connacht are in action today following Ulster's dominating win over Munster last night in Belfast. The PDC World Darts Championship concludes today as Luke Litter looks to take his second World Championship in just 2 years as he takes on Gian Van Veen in Alexandra Palace in London.
Artificial Intelligence and Big Tech dominated market sentiment in 2025. Now, we look to what may come in the new year. In this episode, Nathan Hager speaks with Wedbush Managing Director and Senior Equity Research Analyst Dan Ives and Deepwater Managing Partner and Co-Founder Gene Munster. Ives and Munster offer their short and long-term outlook for the technology industry heading into 2026.See omnystudio.com/listener for privacy information.
Artificial Intelligence and Big Tech dominated market sentiment in 2025. Now, we look to what may come in the new year. In this episode, Nathan Hager speaks with Wedbush Managing Director and Senior Equity Research Analyst Dan Ives and Deepwater Managing Partner and Co-Founder Gene Munster. Ives and Munster offer their short and long-term outlook for the technology industry heading into 2026.See omnystudio.com/listener for privacy information.
Brendan O'Brien and Simon Lewis look back on Saturday night's imperfect URC interpro between Munster and Leinster at Thomond Park. Hosted on Acast. See acast.com/privacy for more information.
John Duggan was joined by Cameron Hill for Saturdays Newsround on Off The Ball where they talked all thing Premier League, Rugby, and Racing.
Richard Guiney, CEO of Dublin Town, discusses the festive footfall in the capital this December. Eddie Mullins, Owner of Fitzgerald Menswear in Cork City, discusses the festive season in Munster's main city
Lauren Salter and former Wales internationals Gareth Delve and Richie Rees reflect on the weekend's United Rugby Championship results including another win for the Dragons and a derby victory for Scarlets. Dragons climbed off the bottom of the table with a remarkable 48-28 victory over Connacht, ending a 15-month winless streak in the URC. Meanwhile, Scarlets won the first Welsh derby of the festive season after beating Cardiff 21-17 at the Arms Park, but Ospreys suffered a 26-10 defeat at home to Munster, meaning they'll be bottom of the league at Christmas.
Former Ireland International Alan Quinlan joins Ger Gilroy to review the weekend of URC action which saw Leinster overcome Ulster in the Aviva as well as a win for Munster away to the Ospreys in Swansea Catch The Off The Ball Breakfast show LIVE weekday mornings from 7:30am or just search for Off The Ball Breakfast and get the podcast on the Off The Ball app.SUBSCRIBE at OffTheBall.com/join
John Duggan is joined by Shane Hannon and Cameron Hill in studio to bring you all the news from around the sporting world in what is a massive day of Premier League action before Christmas and a big day for the URC with Munster and Connacht in action.
Dan Casey was back for his last Big Red Bench of the year. Gift guide included for any last minute gifts as well as hearing Ruairi's chat with Munster gaffer Clayton McMillan
Welcome to Friday's Rugby Daily, with Cameron Hill.Coming up, a final check-in before Leinster and Ulster do battle in an interpro derby tonight.Clayton McMillan gives a thoughtful response on where Munster are at heading towards the end of 2025,A key France international is a major doubt for their Six Nations opener against Ireland,And the Celtic Challenge is back! I'll tell you which Ireland stars will be lining out for the opening round this weekend.Rugby on Off The Ball with Bank of Ireland | #NeverStopCompeting
Welcome to Thursday's Rugby Daily, with Cameron Hill.Coming up, Leinster and Ulster name their sides for tomorrow night's URC clash at the Aviva,The Munster team is also out, but head Clayton McMillan was not impressed by his side's display against Gloucester last weekend,And how can Ireland improve on a perceived lack of speedsters in their player pool? We ask the IRFU's Head of Athletic Performance and Science.Rugby on Off The Ball with Bank of Ireland | #NeverStopCompeting
In a special edition of The Red 78 Podcast, the Red 78 crew are joined by Munster boss Clayton McMillan to talk about the season so far, settling in to Ireland, building his team and more.
Queensland Origin weapon Kurt Capewell returns for a raw, hilarious yarn about the phone call that dragged him back into the arena. From missing Game 1 to being thrown into the fire for Game 2, Capes breaks down the pressure, the buzz and the chaos of Origin camp - including Alfie's antics, six-week drink-ups, and the pests who make camp unforgettable.He opens up on grand final heartbreaks, premiership highs, Melbourne grubs, Munster's sledges, and the brutal reality of bashing your mates one week and lining up beside them the next. Packed with honesty, humour and top-tier footy stories, this is Capewell unfiltered.#propertrueyarn Hosted on Acast. See acast.com/privacy for more information.
Off The Ball's Ruairi O'Hagan is joined by Munster legends Alan Quinlan and Fiona Hayes to discuss Munster's win over Gloucester in SuperValu Páirc uí Chaoimh, the Páirc as a venue for rugby and Munster's return to URC action away to Ospreys on Saturday. Subscribe to The Rugby Channel for new episodes every week! #TheRed78The first twenty minutes of this week's podcast is unlocked, but to listen to the full podcast, get on over to the Go Loud app, or become a member at offtheball.com/join
Clare FM's Derrick Lynch with Clare's Diarmuid Ryan at launch of Coop Superstores Munster SHL
Welcome to Tuesday's Rugby Daily, with Cameron Hill.Coming up, Munster welcome a couple of key players back as they return to URC action this weekend.James Tracy blasts World Rugby's tackle height trial for the upcoming World under-20s championship.And we'll hear from Ireland star Aoife Wafer following her Harlequins debut on Saturday.Rugby on Off The Ball with Bank of Ireland | #NeverStopCompeting
http://copperplatemailorder.com Copperplate Time 522 presented by Alan O'Leary www.copperplatemailorder.com 1. Bothy Band: Green Groves. After Hours 2. Garadice: Gan Ainm/The Sunny Hills/Castleblaney Piper. Garadice 3. John & Jacinta McEvoy: The Secret Well/Whispering Water. The Boyne Mist 4. Eleonor Shanley: Motherland. Garadice 5. Danny Meehan/Le Cheile: Paddy the Cooper/Dublin Porter. Out of the West6. Cillian Vallely & David Doocey: Heights of Darga/Paddy Joe's. The Yew & The Orchard 7. Kevin Crawford: Repeal of the Union/The Ivy Leaf/The Hut in the Bog. Carrying the Tune8. Lar Gavin: The Wicked Gander. 2 Miles from Tulla 9. Mick Sands & Clive Carroll: Lough Erne's Shore. The Ominous & Luminous 10. Bobby & Sean Casey: Farewell to Miltown/The Star of Munster. The Spirit of West Clare 11. PJ & Marcus Hernon:Redigan's Mother/Táim in Arrears/Hardiman. Celebrating 50 Years 12. Mary McPartlan: Wild Mountain Side. Petticoat Loose13. Sorcha Costello: John Naughton's/Ryan's Rant. The Primrose Lass 14. Gerry Hanley: The Old Road to Garry/Carmel'Mahoney Mulhaire. In The Middle of It 15. Roger Sherlock & Mary Conroy: Queen of May/Anderson's Reel. Memories of Sligo 16. David Sheridan: I Buried My Wife/O'Dea's/Ryan's. Drivin' Leitrim Timber. 17. Ralph McTell: The Ferryman. Live in London 18. Terry Clarke: The Coffin Road. West Highland Blues 19. Johnny Cash: Big River. Compilation 20. Bothy Band: Green Groves. After Hours
In the early 1500s, the town of Munster was surrounded by enemy soldiers. But inside the town, things were even stranger. On this episode, Lee finally gets to revisit his PhD work, and he explains the background fumes that led to the explosion of the Münster Rebellion
Welcome to another Sunday Rugby Daily with Susanna Mollen.Live from Supervalu Páirc Uí Chaoimh, she chats to Munster headcoach, Clayton McMillan, and backrow, Jack O'Donoghue, on Munster's shaky start but bonus-point win against Gloucester. #Rugby on Off The Ball with Bank Of Ireland | #NeverStopCompeting
Shane Hannon is joined in studio by Adrian Barry and Aidan Delaney to bring you all the news from the world of sport on a day that features five premier league fixtures, including the first Premier League Tyne-Wear derby since 2016 and a Top-5 showdown between Crystal Palace and Manchester City
Reaction from Munster's win over Gloucester, Ger McCarthy speaks to David Gillick, and we hear from Cork legend Seán Óg Ó Hailpín.
- 9th Circuit Adjusts Previous Apple v. Epic Ruling - Mr. Munster's 2026 Apple Predictions - Apple China Offers Free Three-Hour Delivery for Select Products - Report: Bad Actors Use Chatbots to Trick Mac Users Into Installing Malware - Apple Updates Firmware for AirPods Pro 2 and AirPods Pro 3 - Apple Original Films Reportedly Buys Pitch for Freida McFadden Novel Adaptation - Apple TV Streams "A Charlie Brown Christmas" Free This Weekend - "F1 The Movie" Finally Hits Apple TV - Sponsored by OpenCase - MagSafe for iPhone Perfected. Build your own holiday bundle and save at TheOpenCase.com - Catch Ken on Mastodon - @macosken@mastodon.social - Send Ken an email: info@macosken.com - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken
Welcome to Friday's Rugby Daily, with Cameron Hill.Coming up, just hours to go before Leinster take on Leicester in the Champions Cup.Munster head coach Clayton McMillan pulls no punches on last weekend's defeat to Bath,Ulster and Connacht name their teams for this weekend's Challenge Cup action,And everything you need to know ahead of a busy weekend of rugby.Rugby on Off The Ball with Bank of Ireland | #NeverStopCompeting
Welcome to Thursday's Rugby Daily, with Cameron Hill.Coming up, the Leinster team is out for tomorrow night's trip to Leicester Tigers.Munster gear up for the visit of Gloucester to Páirc Uí Chaoimh on Saturday,And could New Zealand make a play for Ronan O'Gara to join the All Blacks backroom?Rugby on Off The Ball with Bank of Ireland | #NeverStopCompeting
Off The Ball's Ruairi O'Hagan is joined by Munster legends Alan Quinlan and Fiona Hayes to discuss the disappointing defeat to Bath at the Rec, and to look ahead to the huge clash with Gloucester in Cork.Subscribe to The Rugby Channel for new episodes every week! #TheRed78The first twenty minutes of this week's podcast is unlocked, but to listen to the full podcast, get on over to the Go Loud app, or become a member at offtheball.com/join
The lads are buzzing after being named in the top 1% of podcasts globally on Spotify Wrapped. It ain't about us though, as The Rugby World Cup 2027 pools are out, the format's changing, conspiracy theories are flying, and the lads are already calling their final. We get stuck into all the permutations and who's got the cleanest run to the big dance and who's going home early. Then it's over to the opening round of Champions Cup rugby, with Leinster too sharp for Quins, Bath batter Munster, Edinburgh topple Toulon, Glasgow come roaring back, and Sarries run riot. Add in Etzebeth's ban, Rassie signed up for the long haul, transfers, coaching shake-ups, plus a few spicy hot takes… it's a big one. Strap in. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Welcome to Tuesday's Rugby Daily, with Cameron Hill.Coming up, Munster issue an injury update after their sobering defeat to Bath in the Champions Cup,Ireland's home venues are confirmed for their upcoming women's Six Nations campaign,And 4,347 days since his last appearance for the club, Leigh Halfpenny could don the Cardiff jersey this weekend...Rugby on Off The Ball with Bank of Ireland | #NeverStopCompeting
Bath's European campaign gets off to the perfect start with a big home win v Munster. Gabriel and Tom review the victory at The Rec before focussing on Toulon and the challenge that awaits in France. bathrugbyplug@gmail.com for t-shirts #ThickandThin
Welcome to Monday's Rugby Daily, with David Wilson.Leinster lose two, but could gain two more.Munster's expectations under Clayton McMillan.England suffer an injury doubt ahead of the 6 Nations.And is the Champions Cup losing it's allure?Rugby on Off The Ball with Bank of Ireland | #NeverStopCompeting
Tommy Rooney gives you immediate reaction from Semple Stadium, Thurles where Dingle won the Munster Club Senior Football Championship on the last kick of the game as they beat St Finbarr's 1-18 to 0-20Tommy catches up with the Geaney brothers, Conor & Dylan, Tom O'Sullivan & Mark O'Connor on the winning side and lastly St Finbarr's selector Jimmy Barry-MurphyGAA on Off The Ball w/ AIB
A conversation with Barbara Stollberg-Rilinger, Professor Emerita of Early Modern History at the University of Munster and Rector of the Institute for Advanced Study in Berlin. Germany is becoming increasingly important to this podcast, which is why we're digging into another aspect of this fascinating part of Europe. Dualism and dissolution; between fealty and federation; the unravelling of the Holy Roman Empire and a tumultuous period. All setting the stage for Napoleon Bonaparte...This discussion:- Explores the complexities and contradictions of the Holy Roman Empire in the late 18th and early 19th centuries, including its structure, political dynamics, and the concept of legitimacy.- Discusses the dualism and rivalry between Austria and Prussia, and how their ambitions and actions contributed to the fragmentation and eventual dissolution of the Empire.- Examines the significance of symbolism, rituals, and ceremonies in sustaining imperial power—and the ways these traditional forms were both maintained and undermined in practice.- Looks at cultural and intellectual responses to the era's upheavals, including the reactions of figures like Goethe, Schiller, and Hegel to the French Revolution and emerging German nationalism.- Considers the impact of Napoleon and the mediatisation of the Empire, questioning whether Napoleon was the executioner of the Holy Roman Empire or if its internal weaknesses had already sealed its fate.Help us produce more episodes by supporting the Napoleonic Quarterly on Patreon: patreon.com/napoleonicquarterly
Welcome to Friday's Rugby Daily, with David Wilson.Munster suffer an injury blow to their star fly-half.Connacht's Bundee Aki to skipper.And Nigel Owen's questions Eben Etzebeth's ban length.Rugby on Off The Ball with Bank of Ireland | #NeverStopCompeting
Off The Ball's Ruairi O'Hagan is joined by Munster legends Alan Quinlan and Fiona Hayes to talk about the defeat to the Stormers that sees The Reds' unbeaten start to the season come to an and, and to look ahead to a big clash with Bath in the Champions CupGet in contact on X @rugbychannel15 or email therugbychannel@bauermedia.ieSubscribe to The Rugby Channel for new episodes every week! #TheRed78The first twenty minutes of this week's podcast is unlocked, but to listen to the full podcast, get on over to the Off The Ball app, or become a member at offtheball.com/join
In this week's Rugby Pod, the lads wrap up the Quilter Nations Series before diving head-first into the return of domestic rugby, with big Premiership and URC results to get stuck into. We're also welcoming Springbok legend Gurthrö Steenkamp for an unbelievable deep-dive into scrum culture, Rassie's revolution, and life in France. We check in on Bath's statement win at the StoneX to Exeter's comeback in Sale, plus a massive round in the URC as the Stormers storm Thomond and Scarlets stun Glasgow. The Rugby F.C. documentary has blown up on YouTube, fans are asking how to help Rugby Lions FC, and we're back on the road with a London live show this Wednesday ahead of the Champions Cup kicking off exclusively on Premier Sports. Add in some transfer news, a few reds in France, and all the Good, Bad & Ugly, and some shoutouts, and it's another stacked episode of the world's most listened-to rugby podcast. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Feeling the Cosmic Pulse. In this month's episode, Jessy and Barbara had the opportunity to speak to Dr Kai Schmitz of the University of Munster about the first results from the Pulsar Timing Array and how this could affect our understanding of early universe cosmology. Louisa and Sohini provide an end of year round up for the Jodcast, talking about the highlights of 2025 and where we are going in 2026. In our Jodbite, Louisa and Phoebe speak to PhD student Kathryn Edmundson about her work detecting and characterizing exoplanets.