Podcasts about norfolk southern

1024: Where is AI actually moving the needle in industrial operations? In this episode, Anil Bhatt, Chief Information and Digital Officer of Norfolk Southern, shares how the $12B freight rail company is turning AI into measurable value — without overhyping its potential. Topics include: A disciplined approach to AI deployment with measurable ROI Norfolk Southern's “3 As” framework for enterprise data strategy Copilot adoption to augment associate workflows Lessons from customer-centric redesign of freight experiences The role of AI in enabling safety, resilience, and transformation

DAT, a subsidiary of Roper Technologies, is evolving into an automated, AI-powered freight marketplace, a transformation discussed by executives at the FreightWaves F3 and on the Roper earnings call. This strategic shift is predicated on a series of key acquisitions, including the Convoy tech stack, Trucker Tools, and Outgo, which aim to build capabilities across the entire freight automation workflow, promising savings of $100–$200 per load.  We dive into the immediate crisis caused by federal attempts to restrict non-domiciled CDLs, a pool that has added over 200,000 licenses since 2019, contributing to the "Great Freight Recession". The U.S. Postal Service's sudden ban on these drivers led to immediate, severe service disruptions and a rapid reversal, highlighting the supply chain's critical reliance on this driver segment.  The program features an update on Union Pacific's aggressive campaign to secure approval for its $85 billion acquisition of Norfolk Southern, a merger that would create the first U.S. transcontinental freight railroad. This campaign includes strategic political maneuvering, such as a donation to President Trump's White House ballroom project and securing job guarantee backing from its largest labor union. In air cargo news, we cover Kalitta Air's deployment of the first-ever Boeing 777 converted freighters, dubbed the "Big Twin," for dedicated customers like DHL Express and Challenge Group, leveraging their increased volume and fuel efficiency. Finally, we examine Marten Transport's third-quarter earnings, which saw overall profitability maintained despite a loss in the Truckload segment, and discuss how the U.S. reached a trade framework with China even while tensions flared with Canada over a new 10% tariff increase.  Learn more about your ad choices. Visit megaphone.fm/adchoices

DAT, a subsidiary of Roper Technologies, is evolving into an automated, AI-powered freight marketplace, a transformation discussed by executives at the FreightWaves F3 and on the Roper earnings call. This strategic shift is predicated on a series of key acquisitions, including the Convoy tech stack, Trucker Tools, and Outgo, which aim to build capabilities across the entire freight automation workflow, promising savings of $100–$200 per load.  We dive into the immediate crisis caused by federal attempts to restrict non-domiciled CDLs, a pool that has added over 200,000 licenses since 2019, contributing to the "Great Freight Recession". The U.S. Postal Service's sudden ban on these drivers led to immediate, severe service disruptions and a rapid reversal, highlighting the supply chain's critical reliance on this driver segment.  The program features an update on Union Pacific's aggressive campaign to secure approval for its $85 billion acquisition of Norfolk Southern, a merger that would create the first U.S. transcontinental freight railroad. This campaign includes strategic political maneuvering, such as a donation to President Trump's White House ballroom project and securing job guarantee backing from its largest labor union. In air cargo news, we cover Kalitta Air's deployment of the first-ever Boeing 777 converted freighters, dubbed the "Big Twin," for dedicated customers like DHL Express and Challenge Group, leveraging their increased volume and fuel efficiency. Finally, we examine Marten Transport's third-quarter earnings, which saw overall profitability maintained despite a loss in the Truckload segment, and discuss how the U.S. reached a trade framework with China even while tensions flared with Canada over a new 10% tariff increase.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Yannik Thomas is Vice President, Network Design & Optimization at Norfolk Southern. Norfolk Southern is one of the nation's premier transportation companies, moving approximately 7 million rail shipments each year across 19,300 route miles in 22 states and the District of Columbia. NS serves every major container port in the eastern US and operates the most extensive Intermodal network in the East. Yannik is responsible for designing NS' network and service products to provide reliable and efficient service to rail shippers. He also leads technology investment and product management across Transportation and Intermodal Operations. He previously held leadership roles in Intermodal Operations and in Finance. Prior to joining NS, he spent 12 years with management consulting firm, Oliver Wyman, advising Fortune-500 Transportation and Industrial clients on strategy, finance, operations, and technology topics. Yannik holds a Bachelor of Science in Systems Design Engineering from the University of Waterloo in Canada and a Master of Business Administration from the Institut Européen d'Administration des Affaires (INSEAD) in France. He serves on the boards of The Belt Railway of Chicago, The Indiana Harbor Belt Railroad, Pan AM Southern, and the Atlanta Symphony Orchestra. Learn more about your ad choices. Visit megaphone.fm/adchoices

(0:00) Intro to this episode(1:34) About the podcast sponsor: The American College of Governance Counsel.(2:21) Start of interview(3:19) Joele Frank's origin story(5:02) Anne Chapman's origin story(8:41) The history and focus of the firm Joelle Frank (now has ~250 people, with offices in NYC and SF).(12:46) Shareholder activism in today's market(15:52) The Exxon Mobil activism case [see E28 with Aiesha Mastagni from CalSTRS, starting at 23:27](18:17) Say-on-Pay and Executive Compensation Dynamics "compensation is a real emotional topic"(21:27) On mega grants.(23:17) The evolution of M&A in shareholder activism(25:44) Geopolitical Tensions in the Boardroom. Examples: US Steel (Golden share by US), MP Materials (10% equity stake).(28:38) Evolution of ESG/DEI, including boardroom diversity.(33:00) AI, PBCs, and Governance Challenges. Is it a bubble? Concern about ethical AI.(38:35) Case Study: Norfolk's Proxy Fight. Digital component to increase retail component of the vote.(44:14) How activists are proposing more qualified directors to boards (focus on individual directors post universal proxy rules).(48:50) The Changing Landscape of Board Composition(49:55) The Importance of Board Evaluations(51:45) On the "stay private or go public" debateJoele Frank is the founder and Managing Partner of Joele Frank. Anne Chapman is a Managing Director at Joele Frank. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

The clock is ticking for Congress to extend health care subsidies before open enrollment begins on Nov. first. The head of Pennsylvania’s health insurance marketplace is sounding the alarm. OB/GYNs and other doctors are expressing their concern over Pennsylvania State Treasurer Stacy Garrity's run for Governor. Southcentral Pennsylvania's Fall Foliage is at its peak as we head into this final week in October. State officials helped plant 700 trees along Orson run in southern York County in an effort to help reduce runoff, improve local water quality and provide the Chesapeake Bay. The 2-and-a-half acre streamside buffer is part of the ongoing work of the alliance for the Chesapeake Bay. An important deadline is approaching for registered voters in Pennsylvania planning on casting a ballot by mail. You have until this Tuesday October 28th to request a mail-in ballot, which must be returned by 8pm on Election Day, November 4th. PennDOT has announced that the 29th Street bridge has re-opened. The newly constructed span which carries traffic over Interstate 83 and Norfolk Southern train tracks had been closed since July of last year, as part of the long-term project to widen I-83 from 13th Street to the Eisenhower Interchange. An earlier detour has now been lifted. Public media's federal funding has been revoked. Your support is now more vital than ever. Help power the independent journalism and trusted programming you find on WITF by making a gift of support now at witf dot org slash give nowSupport WITF: https://www.witf.org/support/give-now/See omnystudio.com/listener for privacy information.

Yannik Thomas is Vice President, Network Design & Optimization at Norfolk Southern. Norfolk Southern is one of the nation's premier transportation companies, moving approximately 7 million rail shipments each year across 19,300 route miles in 22 states and the District of Columbia. NS serves every major container port in the eastern US and operates the most extensive Intermodal network in the East. Yannik is responsible for designing NS' network and service products to provide reliable and efficient service to rail shippers. He also leads technology investment and product management across Transportation and Intermodal Operations. He previously held leadership roles in Intermodal Operations and in Finance. Prior to joining NS, he spent 12 years with management consulting firm, Oliver Wyman, advising Fortune-500 Transportation and Industrial clients on strategy, finance, operations, and technology topics. Yannik holds a Bachelor of Science in Systems Design Engineering from the University of Waterloo in Canada and a Master of Business Administration from the Institut Européen d'Administration des Affaires (INSEAD) in France. He serves on the boards of The Belt Railway of Chicago, The Indiana Harbor Belt Railroad, Pan AM Southern, and the Atlanta Symphony Orchestra. Learn more about your ad choices. Visit megaphone.fm/adchoices

Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:The new Russian Oil Sanctions.The National Basketball Association gambling probe.Dick's Sporting Goods announces the tripling of some of its store sizes. An increase in K-shaped spending patterns between higher and lower income brackets. Union Pacific announces a timeline for the merger with Norfolk Southern.Bayer announces an experiment of its 90,000 employees operating without managers. 

As Norfolk Southern Executive Vice President and Chief Operating Officer, John Orr holds ultimate responsibility for every train on the Class I's vast network, freight and passenger. Relationships between passenger carriers and their host freight railroads aren't always harmonious, but NS has been working on improvements benefiting both. “For several months now, we've been a top performer among Class I's when it comes to host-responsible delay metrics—no small feat considering how much passenger service we host on our network,” Orr tells Railway Age Editor-in-Chief William C. Vantuono. “A more fluid network benefits everyone who touches our system, from customers to passenger services like Amtrak to communities throughout our system that experience fewer slow or stopped trains. There is a direct line between all our operational improvements and improvements in passenger rail hosting performance. And during the past two years we've forged effective partnerships with local and state passenger groups, from Pennsylvania to Virginia to North Carolina.” Orr discusses why “a reliable, consistent team is necessary for reliable, consistent service,” initiatives for “building skills and capabilities of our railroaders” and “training generational railroaders.” He describes a “root cause analysis mentality” and the “war rooms” Operations has been utilizing. “Safety is the core of everything,” he stresses. “A safe railroad is an efficient railroad.”

The proposed transcontinental railroad merger between Union Pacific and Norfolk Southern heads toward a shareholder vote on November 14th, as both companies' boards urge investors to approve the historic transaction. Simultaneously, the shipping industry is navigating major disruptions as Ocean freight rates plummet amid China chaos, causing container rates on key transpacific routes to hit two-year lows due to tariffs and declining demand. We also detail the new legislation introduced in the Senate, which seeks to vacate sentences for mechanics convicted of tampering with heavy-duty truck diesel equipment and remove the EPA's authority over vehicle pollution rules. Proponents of the legislation argue that current regulations unfairly criminalize mechanics for keeping essential vehicles running in harsh climates. Learn more about your ad choices. Visit megaphone.fm/adchoices

The proposed transcontinental railroad merger between Union Pacific and Norfolk Southern heads toward a shareholder vote on November 14th, as both companies' boards urge investors to approve the historic transaction. Simultaneously, the shipping industry is navigating major disruptions as Ocean freight rates plummet amid China chaos, causing container rates on key transpacific routes to hit two-year lows due to tariffs and declining demand. We also detail the new legislation introduced in the Senate, which seeks to vacate sentences for mechanics convicted of tampering with heavy-duty truck diesel equipment and remove the EPA's authority over vehicle pollution rules. Proponents of the legislation argue that current regulations unfairly criminalize mechanics for keeping essential vehicles running in harsh climates. Learn more about your ad choices. Visit megaphone.fm/adchoices

If you've had trouble getting a COVID shot lately, you're not alone. People in Louisiana are running into a new obstacle when it comes to getting themselves or their kids vaccinated: confusion about who can get the shot and whether they need a prescription.As the Gulf States Newsroom's Drew Hawkins reports, pharmacies are creating their own rules — and they aren't consistent.The Port of New Orleans is moving forward with its plan to build a grain transfer facility on the Mississippi River in the Lower Ninth Ward.The facility will unload organic grain imported by the company Sunrise Foods. Norfolk Southern is also reactivating train tracks in the neighborhood to transport the grain. Last week, protestors gathered in front of the Sanchez Community Center, where the Port was holding an informational community meeting about the project. The coastal desk's Eva Tesfaye tells us more. A key ingredient of New Orleans' cultural identity is its food. And for locals, food is much more than sustenance. It's a cornerstone of the community, with recipes and stories passed down through generations.Charity Qalutaq Blanchett found this to be true when she first arrived in New Orleans, and was reminded of the relationship between food, land and people in her home state of Alaska. She founded the non-profit Dipping Spoon Foundation in 2019, which helps empower the next generation of indigenous youth to become culinary rock stars and food systems leaders through cultural identity.She joins us for more on her organization and finding community in New Orleans as a Black and Yup'ik woman. ___Today's episode of Louisiana Considered was hosted by Alana Schreiber. Our managing producer is Alana Schrieber. Matt Bloom and Aubry Procell are assistant producers. Our engineer is Garrett Pittman.You can listen to Louisiana Considered Monday through Friday at noon and 7 p.m. It's available on Spotify, Google Play and wherever you get your podcasts. Louisiana Considered wants to hear from you! Please fill out our pitch line to let us know what kinds of story ideas you have for our show. And while you're at it, fill out our listener survey! We want to keep bringing you the kinds of conversations you'd like to listen to.Louisiana Considered is made possible with support from our listeners. Thank you!

BNSF Railway claims Union Pacific and Norfolk Southern combination will severely hurt competition and service. BNSF's position paper argues that the $85 billion deal will force UP to drive up rates and favor high-density lanes, prompting the railway to urge shippers to contact the Surface Transportation Board with their concerns. Trade tensions are mounting in the trans-Pacific maritime sector as Beijing prepares a regulatory volley in response to U.S. charges on Chinese ships. China amended regulations to allow "necessary countermeasures," potentially including fees on vessels or prohibiting U.S.-service ships from entering or leaving Chinese ports, in retaliation for costly U.S. port fees. Finally, we look at the logistics impact of new U.S. duties on construction and home goods materials. The proclamation introduces a 10% tariff on imported softwood lumber and timber, and a 25% duty on imported kitchen cabinets, vanities, and upholstered wood furniture, all effective starting October 14. Critics caution that these tariffs, which the administration states are aimed at protecting the U.S. wood industry, will inevitably lead to higher costs for American consumers and builders. Learn more about your ad choices. Visit megaphone.fm/adchoices

BNSF Railway claims Union Pacific and Norfolk Southern combination will severely hurt competition and service. BNSF's position paper argues that the $85 billion deal will force UP to drive up rates and favor high-density lanes, prompting the railway to urge shippers to contact the Surface Transportation Board with their concerns. Trade tensions are mounting in the trans-Pacific maritime sector as Beijing prepares a regulatory volley in response to U.S. charges on Chinese ships. China amended regulations to allow "necessary countermeasures," potentially including fees on vessels or prohibiting U.S.-service ships from entering or leaving Chinese ports, in retaliation for costly U.S. port fees. Finally, we look at the logistics impact of new U.S. duties on construction and home goods materials. The proclamation introduces a 10% tariff on imported softwood lumber and timber, and a 25% duty on imported kitchen cabinets, vanities, and upholstered wood furniture, all effective starting October 14. Critics caution that these tariffs, which the administration states are aimed at protecting the U.S. wood industry, will inevitably lead to higher costs for American consumers and builders. Learn more about your ad choices. Visit megaphone.fm/adchoices

All eyes are on Washington today as the Supreme Court is scheduled to discuss whether to grant review in two critical broker liability cases under the F4A. The fundamental issue is whether the safety exception, which allows state action for negligence causing physical harm, extends to third-party logistics providers or brokers. The FMCSA's National Consumer Complaint Database modernization, part of Transportation Secretary Sean Duffy's broader Pro-Trucker Package, has officially gone live with Phase One. This long overdue tech upgrade is mobile-optimized and creates an official federal mechanism for reporting broker complaints, which can directly influence a company's safety ratings and audit priorities. The Surface Transportation Board is seeking more time to review the proposed $85 billion acquisition of Norfolk Southern by Union Pacific. The board has proposed a procedural schedule that slightly tweaks the original timeline and grants the Justice Department and Department of Transportation an extra 15 days to file their official comments. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the American Railroading Podcast! In this episode our host Don Walsh is joined by guest Eric Starks, Chairman of FTR (Freight Transportation Research Associates). Together they discuss the pending $85 billion dollar Union Pacific and Norfolk Southern merger, the current status of the U.S. economy, an update on U.S. manufacturing and production including new railcar production, rail traffic, market trends and risks, a forecast for 2026 and much more. We also announce our 2025 Honor our Heroes Award winner! Tune in to this episode to gain valuable insights and broaden your understanding of American Railroading! You can find this episode and more on the American Railroading Podcast's official website at www.AmericanRailroading.net , and watch our YouTube Channel at the link below. Welcome aboard!KEY POINTS: The American Railroading Podcast remains in the Top 10% of all podcasts globally, now downloaded in 57 countries around the world!The podcast continues to experience incredible growth in downloads and subscribers. Mr. Starks is a graduate of Indiana University and was an Adjunct Lecturer at Indiana University, Kelley School of Business for 4 years, teaching MBA students Transportation and Distribution Strategy, and was instrumental in creating the Indiana University Transportation Board.Eric does a deep-dive into our current U.S. economy and GDP and gives us his opinion on whether or not they are where we expected them to be.Don and Eric discuss Tariffs, what their intended use is by the current administration, and whether or not they are providing the intended results.Eric gives his opinion of the pros and cons of the pending UP and NS merger, and they discuss the recently announced BNSF and CSX partnership.Don and Eric do a thorough review of current rail traffic, velocity, dwell times, commodity and car type trends, and more.You don't want to miss Eric's 2026 forecast!Our 2025 – American Railroading Podcast - Honor our Heroes Award winner is……You'll have to listen to the end of the episode to find out.

All eyes are on Washington today as the Supreme Court is scheduled to discuss whether to grant review in two critical broker liability cases under the F4A. The fundamental issue is whether the safety exception, which allows state action for negligence causing physical harm, extends to third-party logistics providers or brokers. The FMCSA's National Consumer Complaint Database modernization, part of Transportation Secretary Sean Duffy's broader Pro-Trucker Package, has officially gone live with Phase One. This long overdue tech upgrade is mobile-optimized and creates an official federal mechanism for reporting broker complaints, which can directly influence a company's safety ratings and audit priorities. The Surface Transportation Board is seeking more time to review the proposed $85 billion acquisition of Norfolk Southern by Union Pacific. The board has proposed a procedural schedule that slightly tweaks the original timeline and grants the Justice Department and Department of Transportation an extra 15 days to file their official comments. Learn more about your ad choices. Visit megaphone.fm/adchoices

A "relentless" surge has happened in U.S-Mexico trade, which reached a staggering $840 billion in 2024 and jumped another 21% year-to-date in 2025. Companies like Echo Global Logistics are capitalizing on this growth, accelerating investment by opening a new office in Monterrey, Mexico, a key hub in the "golden triangle" of manufacturing. Nearshoring significantly enhances supply chain efficiency, cutting transit times from finished product to a U.S. door down to just 24 to 72 hours, far superior to the 14 to 20 days typically needed for freight coming from Asia. Shifting focus to the Pacific ports, we analyze the sharp, "truly historic decline" in U.S. container imports, projected to fall 15.7% for the remainder of 2025, driven by China tariffs and shipment front-loading. This soft volume is "absolutely hammering" the domestic trucking sector, leading to significant cuts in Q3 and Q4 earnings estimates for major asset-based truckload carriers like Schneider and Werner. Small carriers are feeling a "brutal" cash flow crisis, illustrated by the Chapter 11 bankruptcy filing of H5 Transport, which relied heavily on factoring to make weekly payroll. Union Pacific's proposed merger with Norfolk Southern is still on, aimed at achieving $1 billion in annual cost savings. We discuss why industry veterans caution that the secured lifetime job protection guarantees for the SMART-TD union might become a "ticket to misery" for employees forced into undesirable work or relocations. Ultimately, navigating the freight industry's future requires adapting to three massive disruptive forces: effectively integrating AI and FreightTech, managing geopolitical shifts and trade policies, and adjusting to changing workforce dynamics due to automation. Learn more about your ad choices. Visit megaphone.fm/adchoices

A "relentless" surge has happened in U.S-Mexico trade, which reached a staggering $840 billion in 2024 and jumped another 21% year-to-date in 2025. Companies like Echo Global Logistics are capitalizing on this growth, accelerating investment by opening a new office in Monterrey, Mexico, a key hub in the "golden triangle" of manufacturing. Nearshoring significantly enhances supply chain efficiency, cutting transit times from finished product to a U.S. door down to just 24 to 72 hours, far superior to the 14 to 20 days typically needed for freight coming from Asia. Shifting focus to the Pacific ports, we analyze the sharp, "truly historic decline" in U.S. container imports, projected to fall 15.7% for the remainder of 2025, driven by China tariffs and shipment front-loading. This soft volume is "absolutely hammering" the domestic trucking sector, leading to significant cuts in Q3 and Q4 earnings estimates for major asset-based truckload carriers like Schneider and Werner. Small carriers are feeling a "brutal" cash flow crisis, illustrated by the Chapter 11 bankruptcy filing of H5 Transport, which relied heavily on factoring to make weekly payroll. Union Pacific's proposed merger with Norfolk Southern is still on, aimed at achieving $1 billion in annual cost savings. We discuss why industry veterans caution that the secured lifetime job protection guarantees for the SMART-TD union might become a "ticket to misery" for employees forced into undesirable work or relocations. Ultimately, navigating the freight industry's future requires adapting to three massive disruptive forces: effectively integrating AI and FreightTech, managing geopolitical shifts and trade policies, and adjusting to changing workforce dynamics due to automation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Omaha-based Union Pacific may soon become the first transcontinental railroad company in the United States, thanks to a proposed merger with Norfolk Southern. But the move has some rail employees worried about worker safety and a lack of government oversight. Nebraska Public Media's Brian Beach visited Union Pacific's Bailey Yard in North Platte to learn more.

What Could a Proposed Rail Merger Mean for Shippers in Montana? Join guest host Steve Arveschoug for an insightful discussion on how the potential merger between two of the top six Class 1 rail transportation providers—Union Pacific and Norfolk Southern—could […] The post What could a proposed Rail Merger mean for Shippers in Montana? first appeared on Voices of Montana.

Uber Freight is betting big on cross-border trade, deepening its imprint in Mexico by integrating customs, brokerage, and transportation services to help shippers navigate the complex trade environment, especially as U.S.-Mexico trade has surged 21% this year. The company uses a digitized method to provide visibility at the border, which historically has been referred to as the "black hole" in logistics, and helps customers avoid extra duties or delays due to shifting regulations like USMCA rules of origin. President Trump has voiced his approval for the proposed $85 billion merger between Union Pacific and Norfolk Southern, calling Union Pacific a "great railroad". If approved by the Surface Transportation Board (STB), this deal would create the nation's largest railroad, boasting 52,000 miles of track across 43 states. Volvo Trucks North America has also launched Load Finder, a new, free load board designed to help carriers reduce empty miles and deadhead operations. Developed in partnership with Canadian-based freight tech company Class8, the platform aggregates available loads from over 40 sources and integrates into the existing Volvo Connect system for customers. Learn more about your ad choices. Visit megaphone.fm/adchoices

Uber Freight is betting big on cross-border trade, deepening its imprint in Mexico by integrating customs, brokerage, and transportation services to help shippers navigate the complex trade environment, especially as U.S.-Mexico trade has surged 21% this year. The company uses a digitized method to provide visibility at the border, which historically has been referred to as the "black hole" in logistics, and helps customers avoid extra duties or delays due to shifting regulations like USMCA rules of origin. President Trump has voiced his approval for the proposed $85 billion merger between Union Pacific and Norfolk Southern, calling Union Pacific a "great railroad". If approved by the Surface Transportation Board (STB), this deal would create the nation's largest railroad, boasting 52,000 miles of track across 43 states. Volvo Trucks North America has also launched Load Finder, a new, free load board designed to help carriers reduce empty miles and deadhead operations. Developed in partnership with Canadian-based freight tech company Class8, the platform aggregates available loads from over 40 sources and integrates into the existing Volvo Connect system for customers. Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's episode of Supply Chain Now, we discuss the critical role of truck drivers in the supply chain, representing nearly 73% of freight delivery in the United States, as we celebrate Truck Driver Appreciation Week. Welcome to The Buzz, powered by EasyPost!!Today, hosts Scott Luton and Kevin L. Jackson welcome special guest Kevin Lawton, Founder & Host of The New Warehouse podcast. Listen in as Scott and 'Team Kevin" explore:The current state of the freight economy, highlighting the challenges faced by industry professionals amid a prolonged slump in freight pricingThe significant concerns raised by the largest rail industry labor union regarding the proposed merger between Union Pacific and Norfolk Southern, which may significantly impact safety practices and workforce environmentsTruck Driver Appreciation Week, acknowledging the essential role that truck drivers play in the supply chain and the pressures they endure, as evidenced by survey data revealing their dissatisfactionThe ramifications of the current freight market dynamics on operational efficiency, underscoring the necessity for innovation and adaptability in logisticsEmerging trends in warehouse technology, particularly the integration of computer vision to improve operational efficiencyJoin us as we advocate for a greater appreciation of professional truck drivers, especially during Truck Driver Appreciation Week, and celebrate their enormous impact and their vital contributions to the economy.Additional Links & Resources:With That Said: https://bit.ly/3JWppdN EasyPost: www.easypost.comManifest 2026: www.ManifestVegas.com/SupplyChainNow Trucker exodus: New survey reveals nearly 47% of drivers seeking new jobs: https://bit.ly/TruckDriverSurvey2025California Trucking Firms Go Under, Fueling Wider Industry Fears: https://on.wsj.com/4npetU8Coca-Cola aims to help solve the orange juice crisis with AI: https://bit.ly/SaveOrangesEasyPost's Advanced Tracking: https://get.easypost.com/advanced-tracking The New Warehouse: https://www.thenewwarehouse.com/ Kevin Lawton on LinkedIn: https://www.linkedin.com/in/kevinclawton/Learn more about Supply Chain Now: https://supplychainnow.comWatch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-nowSubscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/joinWork with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVkWEBINAR- From Compliance to Impact and Competitive Advantage: How to Decarbonize Your Supply Chain:

In this episode of “The Valley Today,” host Janet Michael sat down with Ken Slack, Communications Specialist for the Staunton District of the Virginia Department of Transportation (VDOT), to pull back the curtain on the region's most pressing road projects and the intricate web of planning, funding, and public engagement that makes them possible. The conversation opened with a celebration: the long-awaited reopening of Rockland Road, now featuring a new bridge over the Norfolk Southern railway. For years, drivers endured lengthy delays as trains blocked the at-grade crossing, sometimes for up to 20 minutes. Ken explained how federal funding—specifically from a maritime economic development grant—helped transform this bottleneck into a smooth, elevated crossing. The project, while nearly complete, still has a few finishing touches, but the impact is already being felt by local commuters and emergency services. Janet and Ken delved into the complexities of infrastructure funding, revealing that a single project can draw from a dozen different sources, including federal, state, and local grants. Ken described the “colors of money” that VDOT's programming section juggles, especially for large-scale projects like bridges and interstate improvements. The conversation highlighted how creative thinking and persistence are often required to secure the necessary resources, particularly for projects that don't fit neatly into traditional funding formulas. A major focus of the episode was the I-81 Corridor Improvement Program, a multi-year, multi-billion-dollar initiative to address safety, congestion, and capacity issues along one of Virginia's most vital highways. Ken outlined how dedicated funding—sourced from gas taxes and trucking fees—has enabled VDOT to move from wishful thinking to breaking ground on real improvements. The program, which covers 325 miles from Winchester to Bristol, is guided by a “smart scale-ish” scoring system that weighs safety, traffic mitigation, accessibility, and environmental impact to prioritize projects. Public input, Ken emphasized, is a cornerstone of VDOT's approach. Through online surveys, in-person meetings, and even one-on-one conversations with court reporters, the department gathers feedback from those who know the roads best: the people who drive them every day. Janet underscored the importance of this dialogue, noting that solutions are most effective when they're informed by real-world experiences and concerns. The episode also touched on the challenges of construction—environmental restrictions, utility relocations, and the need to keep traffic moving even as bridges are replaced or widened. Ken shared anecdotes about the planning and execution required to minimize disruption, as well as the long-term vision behind building infrastructure designed to last for generations. Innovative intersection designs, such as roundabouts and the unique quadrant roadway interchange in Front Royal, were discussed as examples of VDOT's willingness to try new solutions where they make sense. While change can be met with skepticism, Ken and Janet agreed that education and patience are key to helping communities adapt and ultimately benefit from safer, more efficient roads. As the conversation wrapped up, Ken pointed listeners to resources like the Improve81.org website and VDOT's own pages on innovative intersections, encouraging the public to stay informed and engaged. With winter approaching, Janet joked about her preference for staying off the roads during snowstorms—a sentiment Ken, representing VDOT's snowplow crews, wholeheartedly endorsed.

In this episode of Yet Another Value Podcast Book Club, host Andrew Walker and co-host Byrne Hobart of The Diff discuss Railroader, the biography of Hunter Harrison—one of the most transformative figures in modern railroading. They explore Harrison's management style, capital discipline, and the precision scheduled railroading model he pioneered. The conversation digs into his alliances with Bill Ackman and Paul Hilal, controversial board dynamics, and the balance between performance and persona. Was Harrison a generational genius or just a man with perfect timing? Tune in for a deep probe into leadership, rail strategy, and long-term industry shifts.___________________________________________________________[00:00:00] Podcast and guest introduction[00:01:54] Book focus: 'Railroader' overview[00:03:20] Hunter's train schedule philosophy[00:05:21] Anecdotes of hands-on leadership[00:07:43] Hunter's capital allocation approach[00:09:33] Evaluating Hunter's industry impact[00:12:51] Railroad competition and timing[00:14:59] Railroads' long-term infrastructure value[00:17:05] Extreme management and physical risks[00:19:45] Strategic image and brand building[00:21:09] Customer complaints and PR responses[00:25:59] Precision scheduling adoption industrywide[00:27:36] Ackman and Hillel strategies[00:30:04] Norfolk Southern bid complications[00:33:39] Hunter's bold management targets[00:36:26] CEO succession and board relations[00:40:58] Hunter's final campaign at CSX[00:43:19] Compensation and personal contradictions[00:47:37] Comparison: Ellison vs. Harrison[00:56:22] Wall Street expectations pressureLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

The pace of the truckload-rate recovery could be driven by the Trump administration’s focus on the enforcement of English-language proficiency (ELP) requirements, its pause on trucker work visas and the strength of this year’s peak season. In this Talking Transports podcast, Derek Leathers, Werner Enterprises’ chairman and CEO, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share what could be around the corner for trucking. ELP enforcement on the state and national level might affect 5-15% of truckers, according to Leathers. He also reflects on the pending Union Pacific–Norfolk Southern merger, EPA engine mandates, the impact of the US’ more protectionist policies on freight demand and how he opted for the open road over a job on Wall Street.See omnystudio.com/listener for privacy information.

Today's Headlines: Newly confirmed CDC director, Susan Monarez, was “officially removed” by HHS Secretary RFK Jr.—even though she insisted only the president can fire her, making The CDC mess even messier. Meanwhile, RFK Jr's ally Jim O'Neill has been tapped as acting director, prompting dozens of CDC staff in Atlanta to walk out in protest. Over at the Surface Transportation Board, Trump is trying to oust a Democratic member just as the board weighs a huge merger between Norfolk Southern and Union Pacific that could essentially create one mega-railroad controlling freight across the U.S. At the same time, Trump is also closing the “de minimis” loophole, meaning imported packages under $800 will now get slapped with tariffs ranging from 10–50%—and several countries, including Japan, Germany, and Mexico, say they'll stop sending packages here altogether. In Minneapolis, police gave more details about the horrific school shooting that killed two children and injured 18 others. Officials say the gunman plastered his weapons with over 100 hate slogans and had been openly posting about his plans for weeks, though law enforcement somehow missed it. And in DC, the infamous “sandwich thrower” who hurled lunch at a federal agent during Trump's new troop patrols has been charged only with a misdemeanor after prosecutors couldn't get a felony indictment. Truly, the first time a ham sandwich wasn't indicted. Resources/Articles mentioned in this episode: The Guardian: CDC in crisis: who are the top officials resigning or being forced out? | Trump administration NBC News: Trump administration live updates: White House taps Kennedy deputy as acting CDC director; Fed governor Lisa Cook sues over removal Axios: Massive CDC walkout erupts amid internal chaos Bloomberg: Trump Moves To Fire Rail Regulator WIRED: The Duty-Free Loophole Is Closing. What That Means for You—and Your Packages NBC News: Minneapolis shooting live updates: Shooter 'wanted to watch children suffer' as 120 shell casings are recovered, officials say AP News: DC man seen throwing sandwich at agent charged with misdemeanor after grand jury declines indictment Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

Railroad workers are sounding the alarm about the potentially catastrophic consequences of the proposed mega-merger of two of the nation's Class 1 freight rail companies. “Union Pacific said it would buy smaller rival Norfolk Southern in an $85-billion deal to create the country's first coast-to-coast freight rail operator,” Reuters reported in July. “If approved, the deal would be the largest-ever buyout in the sector.” If this giant merger goes through, what will it mean for railroad workers, customers, and for the general public? In this episode of Working People, we speak with a panel of six veteran railroaders and members of Railroad Workers United to get a workers' eye view of the proposed mega-merger and what it will mean for rail labor, the US supply chain, and for the public writ large.   Speakers: Ron Kaminkow is a member of Railroad Workers United, currently serving as a trustee, and he is also a member of the Brotherhood of Locomotive Engineers and Trainmen (BLET), Division 51 in Reno, Nevada. Kaminkow recently retired from Amtrak; prior to working in passenger rail, he worked on the freight rail system for Norfolk Southern and Conrail. Jeff Kurtz was a railroad engineer and union member for 40 years and is a member of Railroad Workers United. He served as a union officer most of his career, including eight years as president of BLET Local 391 and chairman of the BLET Iowa State Legislative Board, where he oversaw safety and legislative matters for the union in the state for four railroads for 10 years. He retired in 2014 and served as state representative for one term in the Iowa House after winning the 2018 election in his House district. Derek Masters is a member of Railroad Workers United and works as a conductor for a major Class 1 railroad, primarily in the Northeast. He is a member of SMART Transportation Division (SMART-TD). Matt Parker is a member of Railroad Workers United who works as a rank-and-file locomotive engineer, based in Nevada, with over 20 years of experience. Matt Weaver is a founding member of Railroad Workers United and has been a member of the Brotherhood of Maintenance of Way Employees (Teamsters) for 30 years. He serves as the BMWED legislative director for the state of Ohio. Nick Wurst currently serves as general secretary of Railroad Workers United who works as a freight conductor and locomotive engineer, based in Massachusetts. Wurst started working for the railroad in 2019 as an intermodal worker and member of the Transportation Communication Union (TCU/IAM) and is currently  a member of SMART-TD. Additional links/info: Railroad Workers United website, Facebook page, and X page Railroad Workers United press release: “Railroad worker group opposes Class One rail mergers” Michael Sainato, The Guardian, “Greater risk of toxic derailments if $85bn railroad merger is approved, warn unions” Sabrina Valle, Shivansh Tiwary, & David French, Reuters, “Union Pacific to reshape US freight rail with $85 billion deal for Norfolk” CNBC, “Union Pacific CEO Jim Vena & Norfolk Southern CEO Mark George on merger: Deal is 'great for America'” Featured Music: Jules Taylor, “Working People” Theme Song Credits: Audio Post-Production: Jules Taylor

Plus: President Trump fires a member of the railroad regulator that's evaluating a merger between Union Pacific and Norfolk Southern. And, BYD outsells Tesla in Europe. Azhar Sukri hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia's data center demand disappointed for the second quarter in a row, but Truist is looking at the long-term. Robert Primus, a member of the regulator examining the mega- merger between Union Pacific and Norfolk Southern, and one of the latest officials the White House has tried to fire, joins with his plans to fight back. Plus, will the Trump administration's closure of a key shipping loophole mean the end of super-cheap goods from China?

For the August 2025 episode, co-hosts Ted Stank and Tom Goldsby spoke with Doug Gray, VP of integrated supply chain for Trane Technologies, about driving resilience in the aftermarket business, embedding sustainability into strategic decision-making, and upskilling long-tenured employees to create value in a landscape of AI and automation. Gray, a member of the GSCI Advisory Board, joined Trane's executive leadership in 2024. In his role, he is accountable for the company's supply distribution, including SIOP, order management, quality and packaging, inventory management, and distribution center operations. A global climate innovator, the company provides heating, ventilation, and air conditioning (HVAC) systems, refrigeration solutions, and connected building technologies, while maintaining a focus on reduced energy use and carbon emissions. Prior to Trane, Gray spent more than 16 years in various supply chain functions for Caterpillar Inc.  Listen in for insights on AI adoption, aftermarket performance, inventory management, and talent development. Plus, Ted and Tom dig into the latest news about U.S. tariffs and trade relationships, the proposed merger between Union Pacific and Norfolk Southern, and more. The episode was recorded during the GSCI Advisory Board meeting at the Haslam College of Business on August 20, 2025. Related links:  U.S. hikes steel, aluminum tariffs on imported appliances, railvars, and EV parts How Trump's tariffs, the AI boom, and the leadership shake-up at the Bureau of Labor Statistics will impact the economy Doug Gray named a 2025 Rainmaker by DC Velocity Learn about UT's new master's degree in global supply chain management Download our latest white paper on reshoring manufacturing and the talent skills gap for U.S. labor.  GSCI leaders on five points of consideration from the proposed UP-NS merger Save the date for the fall Supply Chain Forum, November 4–6 in Knoxville Download the white paper “Future-Ready Procurement” or read our blog series  Join the Advanced Supply Chain Collaborative, where forward-thinking leaders and companies, like Trane, explore advanced concepts in SCM with UT scholars. Sign up for one of our virtual credentials in Finance (Sept. 15-Nov. 16) and Procurement (Sept. 15–Nov. 16). Become a Text the Tennessee on Supply Chain Management team!

Railroad workers are sounding the alarm about the potentially catastrophic consequences of the proposed mega-merger of two of the nation's Class 1 freight rail companies. “Union Pacific said it would buy smaller rival Norfolk Southern in an $85-billion deal to create the country's first coast-to-coast freight rail operator,” Reuters reported in July. “If approved, the deal would be the largest-ever buyout in the sector.” If this giant merger goes through, what will it mean for railroad workers, customers, and for the general public? In this episode of Working People, we speak with a panel of six veteran railroaders and members of Railroad Workers United to get a workers' eye view of the proposed mega-merger and what it will mean for rail labor, the US supply chain, and for the public writ large.Speakers:Ron Kaminkow is a member of Railroad Workers United, currently serving as a trustee, and he is also a member of the Brotherhood of Locomotive Engineers and Trainmen (BLET), Division 51 in Reno, Nevada. Kaminkow recently retired from Amtrak; prior to working in passenger rail, he worked on the freight rail system for Norfolk Southern and Conrail.Jeff Kurtz was a railroad engineer and union member for 40 years and is a member of Railroad Workers United. He served as a union officer most of his career, including eight years as president of BLET Local 391 and chairman of the BLET Iowa State Legislative Board, where he oversaw safety and legislative matters for the union in the state for four railroads for 10 years. He retired in 2014 and served as state representative for one term in the Iowa House after winning the 2018 election in his House district.Derek Masters is a member of Railroad Workers United and works as a conductor for a major Class 1 railroad, primarily in the Northeast. He is a member of SMART Transportation Division (SMART-TD).Matt Parker is a member of Railroad Workers United who works as a rank-and-file locomotive engineer, based in Nevada, with over 20 years of experience.Matt Weaver is a founding member of Railroad Workers United and has been a member of the Brotherhood of Maintenance of Way Employees (Teamsters) for 30 years. He serves as the BMWED legislative director for the state of Ohio.Nick Wurst currently serves as general secretary of Railroad Workers United who works as a freight conductor and locomotive engineer, based in Massachusetts. Wurst started working for the railroad in 2019 as an intermodal worker and member of the Transportation Communication Union (TCU/IAM) and is currently  a member of SMART-TD.Additional links/info:Railroad Workers United website, Facebook page, and X pageRailroad Workers United press release: “Railroad worker group opposes Class One rail mergers”Michael Sainato, The Guardian, “Greater risk of toxic derailments if $85bn railroad merger is approved, warn unions”Sabrina Valle, Shivansh Tiwary, & David French, Reuters, “Union Pacific to reshape US freight rail with $85 billion deal for Norfolk”CNBC, “Union Pacific CEO Jim Vena & Norfolk Southern CEO Mark George on merger: Deal is 'great for America'”Featured Music:Jules Taylor, “Working People” Theme SongCredits:Audio Post-Production: Jules TaylorHelp us continue producing radically independent news and in-depth analysis by following us and becoming a monthly sustainer.Follow us on:Bluesky: @therealnews.comFacebook: The Real News NetworkTwitter: @TheRealNewsYouTube: @therealnewsInstagram: @therealnewsnetworkBecome a member and join the Supporters Club for The Real News Podcast today!

Gov. Josh Shapiro says Republican lawmakers are stalling state budget talks to gain a political advantage ahead of next year’s governor’s race. Pennsylvania Senator Doug Mastriano, a Franklin County Republican, says he’s still months away from a decision whether he’ll run again for governor. While Mastriano deliberates, the state’s Republican leaders are coalescing around State Treasurer Stacy Garrity as the party’s preferred candidate. Affordable housing is an issue for many Pennsylvanians, including older Pennsylvanians. That’s why a new $19 million senior citizen housing complex is now up and running in Lackawanna County. Pennsylvania State Police are investigating a shooting that happened Monday night in Lemoyne, Cumberland County. The campaign of state treasurer Stacy Garrity - who has announced her candidacy for governor - may hinge on her fundraising ability. A report by our partners at Spotlight PA reveals that Garrity's fundraising abilities are largely untested. It's been more than 2 years since a Norfolk Southern freight train went off the tracks in eastern Ohio just across the Pennsylvania border. In that time major freight carriers have failed to join a federal program aimed at reducing such hazards. The lives of 39 Schuylkill County firefighters were honored at the recent Schuylkill County Volunteer Firefighters' Convention. While the dust is settling from the Little League World Series held in South Williamsport, there's likely a game and storyline from this year's competition that you haven't yet heard about. Last weekend, under blue skies, a baseball team from Luzerne County not only had their baseball dreams come true, but they showed an international audience what can be possible through sports. In uncertain times, our community counts on facts, not noise. Support the journalism and programming that keep you informed. Donate now at www.witf.org/givenow. Support WITF: https://www.witf.org/support/give-now/See omnystudio.com/listener for privacy information.

Berkshire Hathaway Chairman Warren Buffett announced his company will not bid for CSX or Norfolk Southern, opting instead for BNSF Railway to form closer alliances for growth synergies. This decision came after Union Pacific's $85 billion deal to acquire Norfolk Southern, despite Wall Street expectations for a competitive bid. The American Trucking Association (ATA) is facing a lawsuit from three former employees of its Transport Topics publication, alleging wrongful termination based on age and race discrimination. The plaintiffs claim their 2024 firings were age-motivated and done under the pretext of restructuring, with one plaintiff, Lorrie Grant, also alleging racial discrimination. Highway has launched its Trusted Freight Exchange (TFX), powered by Triumph, aiming to provide brokers and carriers a more secure alternative to traditional load boards and combat freight fraud. The TFX platform incorporates identity proofing to block anonymous traffic, broker-specific compliance rules, and credit assurance from Triumph, allowing carriers to confirm payment means before booking loads. Learn more about your ad choices. Visit megaphone.fm/adchoices

Two freight-rail giants could make history if their $85 billion merger gets approved. Union Pacific's proposed marriage with Norfolk Southern would create the first coast-to-coast rail network. So why hasn't it happened before now? Today on the show, the business of train mergers.  Related episodes: How Yellow wound up in the red For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org.  Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter.  Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

It's a return to the “Lone Star” state and a visit with locomotive engineer Emory Lehman. We haven't talked to Emory for a few years since and decided it was about time to check up on what Emory‘s been doing. Things have changed quite a bit with his new job at the BNSF in Temple, Texas, a model railroader living across the street and his friend Mike making major changes to his layout. We also discuss the possible merger of the Norfolk Southern and Union Pacific railroads, and what are the possible effects it will have on railroading across America. Once again, it's a podcast with little or no direction, that's lots of fun with great discussion about everything under the sun. Enjoy!!

Several big M&A deals have been announced in the U.S. in the last few months, including a deal uniting Union Pacific and Norfolk Southern to create the first coast-to-coast rail operator in U.S. history. WSJ lead deals reporter Lauren Thomas discusses why we're seeing so many deals, what's in store for big tie-ups and where this M&A trend is headed. Alex Ossola hosts. Further Reading It's a Scorching Hot Summer for Deals on Wall Street. Vacation Can Wait.   Trump Fast-Tracks Deregulatory Push at Consumer-Protection Bureau    Top Justice Department Antitrust Officials Fired Amid Internal Feud Dealmakers Are Struggling to Make Sense of Trump's Antitrust Policy Learn more about your ad choices. Visit megaphone.fm/adchoices

Bonus Episode for Aug. 1. Logistics companies that deliver the goods you use everyday are grappling with rapid shifts in freight demand due to President Trump's trade war. Warehouse operator Prologis, trucking giant J.B. Hunt and parcel carrier United Parcel Service are also still dealing with a yearslong slump in freight demand following the pandemic. Elsewhere in the industry, railroad giants Union Pacific and Norfolk Southern plan to merge in a deal that would create the first coast-to-coast rail operator in U.S. history. WSJ reporter Esther Fung discusses what companies are saying in earnings reports and analyst calls. Liz Young 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

SUMMARY Ryan Alford breaks down 8 major stories shaping business and marketing—from Shopify’s AI assistant and a historic railroad merger to PepsiCo’s prebiotic cola and Nike’s rapid sneaker lab. Plus: TikTok’s 60-minute videos, Sprite x Jalen Hurts, and more. TAKEAWAYS Shopify's introduction of the AI assistant Sidekick and its impact on e-commerce. The merger between Union Pacific and Norfolk Southern, creating a coast-to-coast railroad network. PepsiCo's launch of a prebiotic cola aimed at health-conscious consumers. Live Nation Urban's new creator network for connecting brands with influencers. The increasing role of investors in the single-family housing market. Nike's Air Imagination Lab for rapid sneaker prototyping using 3D printing. Sprite's NFL marketing campaign featuring quarterback Jalen Hurts and player-led storytelling. TikTok's testing of longer video uploads, potentially challenging YouTube. The National Sports Collectors Convention in Chicago and its significance in the collectibles market. The overarching theme of reducing friction in business processes to enhance efficiency and customer satisfaction.  

Bonus Episode for Aug. 1. Logistics companies that deliver the goods you use everyday are grappling with rapid shifts in freight demand due to President Trump's trade war. Warehouse operator Prologis, trucking giant J.B. Hunt and parcel carrier United Parcel Service are also still dealing with a yearslong slump in freight demand following the pandemic. Elsewhere in the industry, railroad giants Union Pacific and Norfolk Southern plan to merge in a deal that would create the first coast-to-coast rail operator in U.S. history. WSJ reporter Esther Fung discusses what companies are saying in earnings reports and analyst calls. Liz Young 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Pizza with THC… Monks on Meth… Harder than ever to cheat… More Millionaires than ever before… Email: ChewingTheFat@theblaze.com Blaze TV subscription deal-limited time / www.faucicoverup.com/jeffy Thieves found guilty in Germany… Vote on favorite stamp to come back… Union Pacific & Norfolk Southern merge… Boeing loses less… Stranger Things S5 finally… Who Died Today: Don Zimmerman 81 / Chris Willingham 74 / Frank Maffei 85 / Un-named 58 year old skydiver / Laura Dahlmeier 31 / Paloma Shemirani 23… Cat stealing clothes in new Zealand… Fugitive Water Monitor Lizard… Earthquake Tsunami recap... Loudest known sound on earth?... Neanderthals likely ate maggots… Joke of The Day… Learn more about your ad choices. Visit megaphone.fm/adchoices

P.M. Edition for July 29. The merger deal between Union Pacific and Norfolk Southern would create a single company controlling coast-to-coast rail shipments for the first time in U.S. history. WSJ reporter Esther Fung discusses why the deal isn't totally done yet, and why it's taken this long to get a coast-to-coast rail operator. Plus, JPMorgan Chase is nearing a deal to take over Apple's credit-card program. We hear from WSJ banking reporter AnnaMaria Andriotis about why the deal would be significant. And as tech companies build more electricity-hungry data centers to power artificial intelligence, utilities want the companies to pay more. Journal reporter Katherine Blunt describes how the dynamic is playing out across the U.S. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Two behemoths of freight rail are joining forces: Union Pacific is acquiring Norfolk Southern for $85 billion. The deal creates the largest freight rail network in the country and will attract the attention of antitrust regulators. Also on the show: U.S.-China trade negotiators meet in Sweden for trade talks, and the U.S. sets a new deadline for Russia to end its war in Ukraine or face new economic sanctions.

Two behemoths of freight rail are joining forces: Union Pacific is acquiring Norfolk Southern for $85 billion. The deal creates the largest freight rail network in the country and will attract the attention of antitrust regulators. Also on the show: U.S.-China trade negotiators meet in Sweden for trade talks, and the U.S. sets a new deadline for Russia to end its war in Ukraine or face new economic sanctions.

Carl Quintanilla, Jim Cramer and David Faber led off the show with a mega-deal to create a transcontinental railroad giant: Union Pacific to acquire Norfolk Southern for $320 a share or $72 billion in cash and stock. Boeing CEO Kelly Ortberg joined the program along with Phil LeBeau after the company slashed losses and posted a Q2 beat. Novo Nordisk shares plunge after the Wegovy maker cuts guidance and appoints a new CEO.  Procter & Gamble reports earnings and names its future CEO. UnitedHealth slides on weak 2025 guidance. Also in focus: A slew of earnings winners and losers, the deadly shooting inside an office tower on Park Avenue in New York City. Squawk on the Street Disclaimer

A huge morning of earnings and deal news: Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with better-than-expected consumer data – along with a First On CNBC interview with the CEOs of Union Pacific and Norfolk Southern as they sign a new deal for the largest buyout EVER in the industry – and become the first coast-to-coast freight operator in the US…  On the earnings front: hear from one analyst who calls Boeing a buy on new numbers there, more on how to navigate consumer-facing stocks after a slew of mixed reports out of travel and retail, and what's ahead for pharma on the tariffs front according to the CEO of AstraZeneca, as shares gain following strong results… Plus: what's driving Novo Nordisk shares to their worst day since 1987. Squawk on the Street Disclaimer

The 5 things you need to know before the stock market opens today: Boeing expects its St. Louis area workers to strike next week, China has unveiled its global AI action plan, Union Pacific could be nearing a deal to buy Norfolk Southern, a subsidiary of Allianz U.S. was hacked, and Disney and Marvel brought in a total $118 million from the “Fantastic Four: First Steps” opening weekend.  Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. 

Episode 634: Neal and Kyle discuss what a merger between Union Pacific and Norfolk Southern would mean for the entire US freight system. Then, many thought AI companies getting into the search business would scare Google…not so fast. Also, the clothing store American Eagle is joining the meme stock bandwagon thanks to Sydney Sweeney. Meanwhile, the USPS is turning 250 years old this week.  Gain the edge with Amazon Ads at advertising.amazon.com/startnow  Check out Per My Last Email: https://www.permylastemailshow.com/  Morning Brew Daily Puzzle: https://docs.google.com/forms/d/1Yzrl1BJY2FAFwXBYtb0CEp8XQB2Y6mLdHkbq9Kb2Sz8/viewform?edit_requested=true  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ 00:00 - Chuck E. Cheese arrested 3:00 - Mega train merger 7:00 - Paramount merger approved 9:30 - Stock of the Week: Google 12:45 - Stock of the Week: American Eagle 16:35 - USPS celebrates its 250th birthday 20:20 - Sprint Finish!

Amazon new listening app... Uber with new plan using women… Candace Owens sued by Macrons…  www.keksi.com Promo code Jeffy18 ( limited time ) Chevron and Hess merge… Union Pacific and Norfolk Southern may merge?... Southwest Airlines changes... ChewingTheFat@theblaze.com Thanks to listeners around the world.. Coppola not done with Megalopolis… JLO done with Ben and lookin bidness... www.blazetv.com/jeffy Promo code Jeffy… Who Died Today: Rene Kirby 71 / Eliotte Heinz 22… Bryon Kohberger sentenced to life in prison… Sixteen-year-old arrested / Spirit Airlines / “I've got a bomb in my pocket” Joke of The Day / Real or Joke? You Decide… Learn more about your ad choices. Visit megaphone.fm/adchoices