Podcasts about Northrop Grumman

Aerospace and defense technology corporation

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Latest podcast episodes about Northrop Grumman

VPM Daily Newscast
7/30/26 - Virginia's assault weapons ban will stay on hold through the fall

VPM Daily Newscast

Play Episode Listen Later Jul 30, 2026 4:45


Read more from VPM News:  Henrico supervisors greenlight 2045 planning blueprint  ICYMI: Committees lay groundwork to campaign on constitutional amendments  VPM News congressional primary previews: 1st District | 4th District | 5th District | 7th District | US Senate    Other links:  Waynesboro residents question operations permit for Northrop Grumman (WMRA)  Uninsured ER visits in Virginia spike nearly 50%, experts warn it could get worse (WTVR)  Workers installing drywall at LEGO site: we're not paid for overtime (Richmond Times-Dispatch)*  Va. education department seeks new student assessment vendor (Virginia Mercury)  Louisa residents prepare for state review of proposed Valley Link transmission line (WRIC)  Google to use electric cooling instead of water in at least 1 of 3 data centers on Botetourt campus (Cardinal News)  *This outlet uses a paywall.  Our award-winning work is made possible with your donations. Visit vpm.org/donate to support local journalism. 

Composites Weekly
From Stealth Aircraft to Space Transportation: The Evolution of Aerospace Composites

Composites Weekly

Play Episode Listen Later Jul 30, 2026 31:41


On this episode, Martin McLaughlin joins the show to discuss his 39-year career at Northrop Grumman during the development of the B-2 bomber, the F-20 and F/A-18 fighters, and the YF-23 fighter. Martin also managed the DARPA experimental spaceplane XS-1 program and numerous internal Northrop Grumman studies for air-launched to orbit rocketplanes. He continues his […] The post From Stealth Aircraft to Space Transportation: The Evolution of Aerospace Composites first appeared on Composites Weekly. The post From Stealth Aircraft to Space Transportation: The Evolution of Aerospace Composites appeared first on Composites Weekly.

WSJ What’s News
Markets Dive After the Fed Holds Steady

WSJ What’s News

Play Episode Listen Later Jul 29, 2026 11:51


P.M. Edition for July 29. Fed officials voted to keep current interest rates in place. WSJ economics reporter Matt Grossman joins to discuss the internal pressure that's building at the central bank to curb inflation. Plus, Dr. Anthony Fauci invoked the Fifth Amendment more than 100 times during a contentious Senate committee hearing about his handling of the Covid-19 pandemic. And WSJ's Benjamin Katz explains how a potential Boeing rival could be taking flight with a plane that looks radically different from the passenger jets we're used to. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

WSJ What’s News
What's News in Earnings: Soaring Backlogs for Defense Companies

WSJ What’s News

Play Episode Listen Later Jul 27, 2026 5:16


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

WMRA Daily
WMRA Daily 7/27/26

WMRA Daily

Play Episode Listen Later Jul 27, 2026 8:43


Waynesboro residents are pushing back against Northrop Grumman as the aerospace and defense company seeks to increase its chemical emissions at its plant in the city... Senator Mark Warner announced that his current campaign for re-election could be his last... Early voting in Virginia's primary elections is down from 2024... and local governments are trying to figure out ways to reign in data center development...

Going Rogue With Caitlin Johnstone
There Will Be Times, Oh My Child, When It All Seems Hopeless

Going Rogue With Caitlin Johnstone

Play Episode Listen Later Jul 26, 2026 2:21


There will be times, oh my child, when it all seems hopeless. When the trees all have QR codes and the bank boys and balrogs are holding all the cards. When your refrigerator tells you "THE IRANIAN PEOPLE YEARN FOR FREEDOM" and your electric shaver can smell if you've been reading Parenti. When you're on a first-name basis with the police surveillance drones and your colonoscopy screen in the exam room is running ads for Northrop Grumman. And it is true, oh my child, it is true that the machine is mighty and that its armor is very thick. It is true that the bank boys have long fingers and they are putting marbles in our minds. The sky is red, and the moon has a FOR SALE sign, and parts of Palestinians are turning up in our tap water. But oh my child, do not be daunted, and oh my child, do not despair. There are forces within us the Flock cameras can't see. There are depths within us not even the balrogs can reach. Beneath all the doomscroll addiction psychosis, beneath all the oceans of trauma and toil, a creature is stirring and opening its eyes, its eyes full of primordial déjà vu, its eyes full of Big Bang recursions full of eyes watching eyes watching eyes watching eyes. It looks at you, and you meet its gaze. Everything goes still. You remember what you are. Oh my sweet, darling child, you see it now. You see that This could never be contained. _______________ Reading by Tim Foley.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Jul 26, '26 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Jul 26, 2026 65:49


On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss another down week on Wall Street, what's next for the Iran war and global energy prices as Washington pauses the conflict over concerns that US air defense weapon stocks are dwindling as Tehran strikes nations in the region and its Yemeni Houthi Allie's strike Red Sea shipping to enforce their blockade; Trump administration's use of exiting legislative authorities Including the 1930 Smoot-Hawley Tariff Act; Prime Minister Andy Burnham's new administration; Dassault, Lockheed Martin, Northrop Grumman, RTX and Thales earnings; major defense and commercial aviation story lines at this week's Farnborough International Airshow.

The John Batchelor Show
S8 Ep1163: SCHEDULE FOR THE JOHN BATCHELOR SHOW, 7-24-2026 1940 BERLIN Jeff Bliss reports from Los Angeles, where Mayor Karen Bass's "Inside Safe" program faces scrutiny as figures show 41% of participants returned to homelessness. Encampment

The John Batchelor Show

Play Episode Listen Later Jul 25, 2026 7:33


SCHEDULE FOR THE JOHN BATCHELOR SHOW, 7-24-20261940 BERLINJeff Bliss reports from Los Angeles, where Mayor Karen Bass's "Inside Safe" program faces scrutiny as figures show 41% of participants returned to homelessness. Encampments have expanded significantly, with Skid Row growing from five blocks to over 50. Bliss notes that organized crime cartels reportedly rent dilapidated RVs to the homeless, profiting from government stipends. Despite rising homelessness rates and disappointing results, local politicians are criticized for a lack of accountability and for fostering a "homelessness industry." (1)Jeff Bliss notes the Oakland Athletics are preparing for a move to Las Vegas, with high-profile investor Mark Cubanjoining as a minority owner to boost the franchise's profile. Development plans include a unique heart-shaped hotel on a previously failed ferris wheel site near the future stadium. Meanwhile, Hollywood faces "creative destruction" as Pixarinitiates layoffs despite box office success. Additionally, location shoot bookings in Los Angeles have dropped 13%, signaling a shift in the film industry. (2)Richard Epstein critiques the Smithsonian's "Many Voices, One Nation" exhibit for its "woke" portrayal of American history. He argues the exhibit unfairly reduces Benjamin Franklin to an "alleged racist" while ignoring his foundational contributions. Epstein highlights the complexity of figures like Thomas Jefferson, who authored the Declaration of Independence yet held restrictive views on immigration. The discussion underscores a perceived ideological mono-culture within the history profession that prioritizes narrative over factual nuance. (3)Richard Epstein analyzes the Trump administration's reintroduction of tariffs, now targeting allies like Australia and the EU under the guise of combating "forced labor." Epstein characterizes these moves as "lawfare" and "mindless isolationism," noting that these allies often have superior working conditions compared to the U.S. He warns that such policies alienate essential partners needed to counter global threats from Russia, Iran, and China, effectively driving allies to organize independently. (4)Jim McTague reports from Lancaster County, Pennsylvania, where Costco gas prices have reached $4.09, causing "mind-numbing" costs for residents. While some business slowdowns are noted, local diners remain full, supported by a robust retiree demographic with "deep pockets." The real estate market is exceptionally tight, with only 200 homes available as New Yorkers continue to bid up prices for high-quality housing. McTague concludes with observations on local tourism and his upcoming road trip to Kentucky. (5)Lorenzo Fiato reports Italy is battling severe wildfires in Sicily and Sardinia amid a prolonged heatwave. Fiato reports that Italians face exorbitant fuel costs, reaching $9.50 per gallon on motorways due to heavy taxation. To avoid over-tourism in cities like Florence, he recommends visiting Ascoli Piceno, the "town of the 100 towers," known for its travertine architecture. He concludes with culinary recommendations, including the traditional Spaghetti Ascolana paired with local Pecorino or Rosso Piceno wines. (6)Bob Zimmerman reports Rocket Lab has secured major Pentagon contracts for hypersonic test launches, potentially utilizing a remote new facility in Alaska. SpaceX is rumored to be planning a massive spaceport in Louisiana, while Northrop Grumman is successfully deploying robotic satellite-servicing pods. Conversely, Zimmerman criticizes "leftist governments" in the UK and Australia for stifling their domestic space industries with excessive red tape and "meaningless bureaucratic jargon," which forces young aerospace talent to seek opportunities abroad. (7)Bob Zimmerman highlights the "bankruptcy" of modern academia, citing a study where half of social science papers failed replication tests. He discusses an upcoming Falcon 9 rocket impact on the moon scheduled for August 5th and new data from the Juno mission revealing Io's subsurface temperatures. Additionally, scientists are investigating whether a suspected asteroid is actually a failed 1980s Soviet Mars probe, although Zimmerman remains skeptical of speculative theories involving alien technology. (8)Henry Sokolski examines a proposed deal to provide Saudi Arabia with nuclear power that has sparked intense proliferation concerns. While the Department of Energy initially signaled a "green light," the Trump administration later conditioned the agreement on Saudi Arabia joining the Abraham Accords. Sokolski warns that without "Additional Protocol" inspections, the kingdom could use the technology to develop a "bomb option." This follows the Crown Prince's 2018 assertion that Saudi Arabia would seek nuclear weapons if Iran acquired them. (9)Henry Sokolski continues: the Saudi nuclear deal remains "contradictory," with the White House and Department of Energy appearing out of sync. Media criticism reportedly prompted the president to demand a "quid pro quo"—Saudi recognition of Israel—to justify the proliferation risks. Israel remains in a difficult position; while desiring normalization, it privately opposes a Saudi nuclear program that could trigger a regional arms race. The deal's progress depends on whether it is submitted to Congress by late September. (10)Peter Huessy explains "extended deterrence," the U.S. nuclear umbrella protecting allies from aggression. Huessy critiques a proposal to delegate nuclear authority to a "three-key" system involving France and the UK, arguing it would create dangerous indecision during a crisis. He notes that allies increasingly doubt U.S. resolve. Strategy has shifted toward "counterforce" targets, aiming to disable an enemy's leadership and military capability rather than destroying cities, to provide "flexible response" options. (11)Peter Huessy notes Russia holds a 20-to-1 advantage over the U.S. in "theater" or tactical nuclear weapons, which Putinuses for "nuclear blackmail" to keep NATO out of the Ukraine conflict. Huessy argues the U.S. must deploy survivable, sea-based theater weapons to restore a credible deterrent. Reflecting on the realistic horror of the 1984 film Threads, he warns that even a single tactical exchange could rapidly escalate into a global catastrophe that ends civilization. (12)Captain James Fanell reports China is escalating physical violence against Philippine Navy personnel at Second Thomas Shoal, including "poking, prodding, and beating" sailors. Fanell explains this "petulant" behavior coincides with the 10th anniversary of a Hague ruling that invalidated China's maritime claims. Simultaneously, China and Russiaconducted joint live-fire drills in Japan's exclusive economic zone. These coordinated actions signal Beijing's intent to ignore international law and forcibly challenge the sovereignty of its neighbors. (13)Captain James Fanell reports China recently conducted its first submarine-launched ballistic missile test in the South Pacific in 40 years. Fanell reports that China has shifted to a "first use" nuclear policy and is completing its triad with the H-20 stealth bomber. He uses the "boiling frog" analogy to describe China's incremental aggression, warning that the U.S.must recognize these self-evident intentions before a "shot" is taken against regional forces or allies like Taiwan. (14)Conrad Black disputes Prime Minister Mark Carney's characterization of Canada as a "middle power," arguing the term is obsolete for a G7 nation with a larger economy than Russia. He critiques Carney's attempt to foster ties with China, noting China's "tatters" economy and history of disregarding trade agreements. Black maintains that Canada should prioritize its vital relationship with the U.S. while embracing a more ambitious and patriotic view of its global influence. (15)Veronique de Rugy argues autonomous vehicles like Waymo could reduce road fatalities by 94%, yet their adoption is stalled by opposition from trial lawyers and unions. Unions fear job losses for taxi, truck, and delivery drivers, though de Rugy argues automation historically transitions workers into higher-paying, less tedious roles. She emphasizes that driverless cars would provide life-changing accessibility for rural and elderly populations who currently lack reliable transportation options. (16)

The John Batchelor Show
S8 Ep1162: Bob Zimmerman reports Rocket Lab has secured major Pentagon contracts for hypersonic test launches, potentially utilizing a remote new facility in Alaska. SpaceX is rumored to be planning a massive spaceport in Louisiana, while Northrop Grumman

The John Batchelor Show

Play Episode Listen Later Jul 25, 2026 13:40


Bob Zimmerman reports Rocket Lab has secured major Pentagon contracts for hypersonic test launches, potentially utilizing a remote new facility in Alaska. SpaceX is rumored to be planning a massive spaceport in Louisiana, while Northrop Grumman is successfully deploying robotic satellite-servicing pods. Conversely, Zimmerman criticizes "leftist governments" in the UK and Australia for stifling their domestic space industries with excessive red tape and "meaningless bureaucratic jargon," which forces young aerospace talent to seek opportunities abroad. (7)1903

Alles auf Aktien
Die Profiteure der China-KI und 4 ETFs für das perfekte Depot

Alles auf Aktien

Play Episode Listen Later Jul 22, 2026 19:19 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Moritz Seyffarth und Philipp Vetter über den Magic-Effekt bei Hasbro, neuen Optimismus bei General Motors und ein neues Leasing-Programm von Apple und Klarna. Außerdem geht es um Micron Technology, ARM, Infineon, Tesla, 3M, Danaher, Northrop Grumman, Apple, Klarna, Amazon, Alphabet, Microsoft, Alibaba, AMD, Qualcomm, ASML, TSMC, den State Street SPDR S&P US Technology Select Sector (WKN: A14QB5), den iShares S&P 500 Energy Sector ETF (WKN: A142NX), den Xtrackers MSCI World Momentum UCITS ETF (WKN: A1103G) und den Xtrackers MSCI World Minimum Volatility UCITS ETF (WKN: A1103F). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Astronomy Daily - The Podcast
Space Mechanic | Today's Space News

Astronomy Daily - The Podcast

Play Episode Listen Later Jul 22, 2026 32:16 Transcription Available


Astronomy Daily — S05E147: "Space Mechanic" Wednesday 22 July 2026 A spacecraft with robotic arms is on its way to geostationary orbit to keep other satellites alive. A discarded rocket stage is two weeks out from hitting the Moon, and twenty-three astronomers have just asked the world to watch. Plus the first binary star system where both stars exploded, the first complete magnetic map of a galaxy cluster, and the asteroid breakup that may have bombarded three worlds while Earth froze. In This Episode ●      The Space Mechanic Launches — Northrop Grumman's Mission Robotic Vehicle lifted off from Cape Canaveral on 21 July carrying three Mission Extension Pods. With two 3-metre robotic arms built by the US Naval Research Laboratory, it is designed to inspect, relocate, repair and refuel satellites in geostationary orbit. Each pod can give a 2,000 kg satellite up to eight more years of life. ●      UPDATE — The Rocket Aimed at the Moon — A new arXiv preprint signed by 23 astronomers calls for a coordinated observing campaign when Falcon 9 upper stage 2025-010D strikes the Moon near Einstein crater on 5 August. North America has the best seat: 2:34am EDT, with the paper naming observers in the Americas as the ideal group. Refined impact time, predicted crater size, and why the ejecta plume may be visible even if the flash is not. ●      Sibling Supernovae — Sixteen years of Fermi data reveal a faint supernova remnant hiding in the glare of the Jellyfish Nebula. The two may be the first known pair of remnants traced back to a single binary star system. ●      Mapping a Cluster's Magnetic Field — Using the deepest radio observations ever made with LOFAR, astronomers have reconstructed the magnetic field of galaxy cluster Abell 2255 from nucleus to outer edge for the first time. ●      The Eulalia Bombardment — A new Planetary Science Journal paper links the breakup of a main-belt asteroid to an impact shower that battered the Moon, Earth and Mars 800 million years ago — and may connect to a global freeze. ●      Skywatch, Both Hemispheres — Why this week beats peak night for the Delta Aquariids wherever you are, how to catch them from the southern US and Mediterranean, and what's coming on 12 August: a total solar eclipse across Iceland and Spain, a North American partial, and the best Perseid peak in years on a new Moon.Sources & Further Reading ●      Space.com — SpaceX launches satellite repair drone with 10-foot robotic arms to Earth orbit ●      NASASpaceflight.com — Falcon 9 to launch MRV-1 robotic servicing spacecraft for Northrop Grumman ●      Northrop Grumman SpaceLogistics — Mission Robotic Vehicle and Mission Extension Pod fact sheets ●      Scientific American — A SpaceX rocket is about to crash into the moon; scientists will be watching ●      Phys.org — When a SpaceX rocket crashes into the moon, scientists will be watching (arXiv preprint) ●      Project Pluto (Bill Gray) — Upper stage impacting the moon on 2026 August 5 ●      Stanford University — Researchers uncover evidence for sibling supernovas (Michailidis et al., Nature Communications) ●      Reuters — Scientists spot evidence of two huge companion stars that blew up ●      Space.com — Galaxy cluster's magnetic field reconstructed for 1st time with record-breaking astronomy map (Botteon et al., INAF, A&A) ●      Southwest Research Institute — SwRI-led research connects asteroid collision to impact showers 800 million years ago ●      The Planetary Science Journal — Bottke, Vokrouhlický, Dykhuis & Zellner, "An 800 Myr-old Impact Shower on the Terrestrial Planets from the Breakup of the Eulalia Parent Body" ●      EarthSky — Delta Aquariid meteor shower: all you need to know in 2026 ●      NASA Science — Total Solar Eclipse on August 12, 2026 (path, partial visibility and safety guidance) ●      BBC Sky at Night Magazine — August 12, 2026 solar eclipse: USA and Canada guide   Connect ●      Website: astronomydaily.io ●      Socials: @AstroDailyPod ●      Part of the Bitesz.com Podcast NetworkBecome a supporter of this podcast: https://www.spreaker.com/podcast/astronomy-daily-latest-space-news--5648921/support.Sponsor Details:Ensure your online privacy by using NordVPN. To get our special listener deal and save a lot of money, visit www.astronomydaily.io/nordvpn. You'll be glad you did!Get the best secure and private email on the planet. Stop your Government, google and who knows who else spying on every email you write. Do what we did and use ProtonMail. They beleive in privacy and there are no ads in their business model...yet they still provide a free forever service. Check them out and get out special deal at www.astronomydaily.io/protonmailBecome a supporter of Astronomy Daily by joining our Supporters Club. Commercial free episodes daily are only a click way... Click HereThis episode includes AI-generated content.

Schwab Market Update Audio
Industrial Earnings Next as Crude, Yields Weigh

Schwab Market Update Audio

Play Episode Listen Later Jul 21, 2026 8:51


After a Monday that saw the S&P 500 Index descend on rising oil and yields despite chip market strength, investors await General Motors, 3M, and Northrop Grumman. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. For illustrative purposes only. Individual situations will vary. Not intended to be reflective of results you can expect to achieve. Investing involves risk, including, for some products, more than your initial investment. Past performance is no guarantee of future results. Supporting documentation for any claims or statistical information is available upon request. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. Schwab does not recommend the use of technical analysis as a sole means of investment research. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.  Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0131-0726) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wall Street mit Markus Koch
KI-Wende? Halbleiter steigen, Software abgestuft.

Wall Street mit Markus Koch

Play Episode Listen Later Jul 21, 2026 20:49 Transcription Available


Die Wall Street startet mit deutlichen Kursgewinnen, angeführt von Technologie- und Halbleiterwerten. Rückenwind liefern überraschend starke Exportaufträge aus Taiwan, die im Juni um knapp 60 Prozent gestiegen sind, sowie Berichte, wonach Taiwan Semiconductor die Preise für moderne und ältere Fertigungsverfahren 2027 um bis zu zehn Prozent anheben will. Nvidia sorgt zusätzlich für Fantasie, nachdem der Konzern seine Beteiligung am KI-Infrastruktur-Anbieter Nebius auf 9,3 Prozent erhöht hat. Während Halbleiter gefragt sind, bleibt der Softwaresektor unter Druck: Morgan Stanley hat Adobe, Salesforce, Intuit und Workday abgestuft und verweist auf wachsende Unsicherheit bei der Monetarisierung von KI sowie auf zunehmenden Wettbewerbsdruck und hohe Bewertungen. Dagegen wurden Microsoft und Meta von Analysten erneut positiv hervorgehoben. Bei den Quartalszahlen überzeugen General Motors, 3M, Hasbro und Northrop Grumman, während DR Horton trotz besserer Gewinne den Jahresumsatzausblick senkt. Gleichzeitig wird der Anstieg der Kosten für Speicherchips und KI-Infrastruktur zu einem zentralen Thema der Berichtssaison. Wells Fargo erwartet für die vier größten Hyperscaler bis 2027 Investitionen von rund 1,1 Billionen US-Dollar, geht aber davon aus, dass ein Teil der höheren Kosten an die Kunden weitergereicht werden kann. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/WallStreet_Juni * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

NY to ZH Täglich: Börse & Wirtschaft aktuell
2. Versuch: Chip-Bounce | New York to Zürich Täglich

NY to ZH Täglich: Börse & Wirtschaft aktuell

Play Episode Listen Later Jul 21, 2026 14:05 Transcription Available


Die Wall Street startet mit deutlichen Kursgewinnen, angeführt von Technologie- und Halbleiterwerten. Rückenwind liefern überraschend starke Exportaufträge aus Taiwan, die im Juni um knapp 60 Prozent gestiegen sind, sowie Berichte, wonach Taiwan Semiconductor die Preise für moderne und ältere Fertigungsverfahren 2027 um bis zu zehn Prozent anheben will. Nvidia sorgt zusätzlich für Fantasie, nachdem der Konzern seine Beteiligung am KI-Infrastruktur-Anbieter Nebius auf 9,3 Prozent erhöht hat. Während Halbleiter gefragt sind, bleibt der Softwaresektor unter Druck: Morgan Stanley hat Adobe, Salesforce, Intuit und Workday abgestuft und verweist auf wachsende Unsicherheit bei der Monetarisierung von KI sowie auf zunehmenden Wettbewerbsdruck und hohe Bewertungen. Dagegen wurden Microsoft und Meta von Analysten erneut positiv hervorgehoben. Bei den Quartalszahlen überzeugen General Motors, 3M, Hasbro und Northrop Grumman, während DR Horton trotz besserer Gewinne den Jahresumsatzausblick senkt. Gleichzeitig wird der Anstieg der Kosten für Speicherchips und KI-Infrastruktur zu einem zentralen Thema der Berichtssaison. Wells Fargo erwartet für die vier größten Hyperscaler bis 2027 Investitionen von rund 1,1 Billionen US-Dollar, geht aber davon aus, dass ein Teil der höheren Kosten an die Kunden weitergereicht werden kann. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

EXOPOLITICS TODAY with Dr. Michael Salla
Photos of Monoliths on the Moon about to be released

EXOPOLITICS TODAY with Dr. Michael Salla

Play Episode Listen Later Jul 8, 2026 53:19


Are US government alien agreements real? Examine current Congressional statements and the latest reports on secretive extraterrestrial technology.This briefing analyzes claims surrounding hybrid experiments, UFO abductions, and the role of Lue Elizondo in the ongoing disclosure conversation. We focus specifically on the advisory team pushing defense firms to address secret alien tech and the recent exposé on medbeds, providing a factual breakdown of what these developments mean for public understanding of non-human intelligence.Whether you follow official government reports or alternative research, this summary provides the necessary context for upcoming events like the Exopolitics Live Briefing. By reviewing the intersection of policy and alleged extraterrestrial contact, you gain a clearer picture of how these claims are being handled at the highest levels of national security.Subscribe for weekly ET disclosure breakdowns, and comment below on which specific UFO claim you want us to investigate next.Topics: Two new crop circles in Oxfordshire England coincide with closure of LHC for four years: https://x.com/MichaelSalla/status/2073363360767172617Prof Avi Loeb says we need to forget the past; just focus on what the future holds for us in terms of scientific breakthroughs with ET life and technology https://x.com/MichaelSalla/status/2073415365057564939 The truth is slowly coming out about alien-US government agreements permitting hybrid experiments, UFO abductions, and corresponding MILABs. https://x.com/MichaelSalla/status/2073517472851103795 Only a matter of time now before fully autonomous bipedal AI robots are made available for domestic home use and deployed on the battlefield in conventional wars. https://x.com/MichaelSalla/status/2073738564974555204 Major defense contractors such as Lockheed Martin and Northrop Grumman being openly identified as holding some of the UFO secrets. https://x.com/MichaelSalla/status/2073767601482629165 Exclusive Interview: Eyewitness claims meeting Amy Eskridge who leads antigravity research at underground spaceport https://t.co/kQqdkkAsYD Exposé by JP (Jorge Pabon) on how medbeds work, based on his direct experience. https://x.com/MichaelSalla/status/2074121817447412142 Admiral Bobby Ray Inman headed the National Underwater Reconnaissance Office https://x.com/MichaelSalla/status/2074303647718998345 Monoliths on the Moon Have Been Photographed https://x.com/wow36932525/status/2074473016931573982 Join Dr. Salla on Patreon for Early Releases, Webinar Perks and More.Visit https://Patreon.com/MichaelSalla/

Capital
Radar Empresarial: Compañías como Saab, Lockheed Martin o Airbus se benefician de los acuerdos de la OTAN

Capital

Play Episode Listen Later Jul 8, 2026 5:09


Los anuncios realizados ayer por la OTAN en materia de defensa movilizarán inversiones superiores a los 50.000 millones de dólares y sitúan a la industria armamentística entre las principales beneficiadas. Con este paquete de medidas, los aliados europeos buscan reforzar sus capacidades militares y, al mismo tiempo, responder a las exigencias de Donald Trump para incrementar el esfuerzo en defensa. Una de las compañías que más partido puede sacar de esta nueva estrategia es la sueca Saab. Del importe total, 40.000 millones de dólares se destinarán al desarrollo de sistemas antidrones, un ámbito en el que la empresa cuenta con una posición destacada. Además, la Alianza prevé adquirir diez aviones de vigilancia GlobalEye, cuyo precio ronda entre 400 y 450 millones de dólares por unidad. Los contratos públicos representan una parte fundamental del negocio de Saab, especialmente en Europa. En los últimos años, Polonia encargó a la compañía la construcción de tres submarinos A26 junto con el correspondiente apoyo logístico, en un programa valorado en unos 5.000 millones de dólares. Francia también apostó por la firma sueca con la compra de dos aeronaves GlobalEye y la posibilidad de incorporar otras dos, una operación superior a los 1.000 millones de dólares. A ello se suma el acuerdo alcanzado con Ucrania para el suministro de 16 cazas Gripen, cuyo importe supera los 2.500 millones. El impulso inversor de la OTAN también favorecerá a otras empresas europeas. Airbus participará en la creación de una flota estratégica de transporte aéreo y ampliará el número de aeronaves suministradas a la Alianza. Por su parte, la alemana Isar Aerospace ha suscrito un acuerdo con Maritime Launch Services para desarrollar un complejo de lanzamiento destinado al cohete Spectrum, reforzando así las capacidades europeas en el ámbito espacial y de defensa. Las compañías estadounidenses también figuran entre las grandes beneficiadas. Lockheed Martin y Rheinmetall firmaron un memorando de entendimiento para fabricar conjuntamente misiles ATACMS en Alemania, un proyecto que generará unos 4.000 empleos y cuya producción está prevista para 2027. Además, Estados Unidos levantará un centro europeo de mantenimiento para la compañía. El secretario general de la OTAN, Mark Rutte, anunció igualmente la compra de cinco aviones de Northrop Grumman. Paralelamente, nueve países aliados colaborarán en el desarrollo de un prototipo de munición estandarizada valorado en 1.600 millones de dólares, con el objetivo de simplificar su fabricación y mejorar la interoperabilidad entre los ejércitos.

UFO WARNING
TRUMP ADVISOR CALLS OUT LOCKEED MARTIN ON UFO'S

UFO WARNING

Play Episode Listen Later Jul 7, 2026 22:02


Did the biggest breakthrough in UFO disclosure just happen?In this episode of UFO WARNING, we examine the explosive allegations made by members of President Trump's UAP advisory team, who claim that major defense contractors may have been operating highly classified alien craft retrieval and reverse-engineering programs for decades. The accusations name aerospace giants including Lockheed Martin and Northrop Grumman, while raising new questions about what the U.S. government—and private industry—may know about non-human technology.

Astronomy Daily - The Podcast
Solar Storms, Grounded Missions, and the Planet That Survived Its Star

Astronomy Daily - The Podcast

Play Episode Listen Later Jul 3, 2026 16:11 Transcription Available


Astronomy Daily S05E131 — Friday, July 3, 2026   1. Swift Rescue Mission — Grounded Mid-Flight •    Katalyst Space Technologies' LINK spacecraft was set to launch aboard a Pegasus XL rocket, air-launched from Northrop Grumman's Stargazer aircraft over Kwajalein Atoll. •    Thursday's attempt (July 2) got airborne after two prior weather scrubs, but was aborted mid-flight when engineers spotted an unexplained warning. •    No new launch date has been set. Swift faces uncontrolled reentry by October 2026 without a successful reboost. 2. Solar Storm Watch — G2 Geomagnetic Storm Active Today •    X1.1 flare (June 30) plus 10 M-class flares in 24 hours from sunspot region AR4479. •    NOAA SWPC G2 (moderate) geomagnetic storm watch in effect for July 3, easing July 4. •    Aurora borealis potential as far south as Idaho/New York (US); aurora australis potential for Tasmania and southern NZ/VIC under clear, dark skies. 3. TESS's First Microlensing Exoplanet — Gaia23bra b •    Super-Jupiter (~1.63 Jupiter masses) orbiting an orange dwarf ~40,000 light-years away, discovered via gravitational microlensing — a first for TESS. •    Originally flagged by ESA's Gaia mission in 2023; confirmed using archival TESS data. •    Published July 1, 2026 in The Astrophysical Journal Letters, led by Mallory Harris (University of New Mexico). 4. GJ 3378b — Revised Habitable-Zone Super-Earth, 25 Light-Years Away •    UC Irvine team revised the planet's mass down to 2.3 Earth masses (rocky super-Earth, not mini-Neptune) and orbital period to 21.45 days. •    Receives ~90% of the stellar radiation Earth receives from the Sun — squarely in the habitable zone. •    Atmosphere unknown; planet does not transit, so JWST transit spectroscopy isn't possible. Published in The Astrophysical Journal, led by Paul Robertson (UC Irvine). 5. ESO Study: 1.7 Million Planned Satellites 'Devastating' for Astronomy •    Study led by ESO astronomer Olivier Hainaut, accepted for publication in Astronomy & Astrophysics. •    Modelled impact of proposed constellations (SpaceX ~1M for space data centres, Reflect Orbital 50,000 mirror satellites) on ESO's VLT and the Vera Rubin Observatory. •    Recommends a hard cap of 100,000 satellites, all fainter than naked-eye visibility. Decision pending from the US FCC. 6. JWST Solves the WD 1856b Mystery •    Gas giant (4–11 Jupiter masses) orbits a white dwarf every 34 hours, blocking 56% of its star's light during transit. •    New JWST atmospheric data shows the planet is ~240K hotter than expected — evidence it migrated inward 3–5.5 billion years after the star's death, rather than surviving the red giant phase in place. •    Published July 1, 2026 in Nature, led by Ryan MacDonald with Northwestern's Christopher O'Connor.Become a supporter of this podcast: https://www.spreaker.com/podcast/astronomy-daily-the-latest-space-news--5648921/support.Sponsor Details:Ensure your online privacy by using NordVPN. To get our special listener deal and save a lot of money, visit www.bitesz.com/nordvpn. You'll be glad you did!Become a supporter of Astronomy Daily by joining our Supporters Club. Commercial free episodes daily are only a click way... Click HereThis episode includes AI-generated content.

Airplane Geeks Podcast
899 PWM Airport Director

Airplane Geeks Podcast

Play Episode Listen Later Jul 1, 2026 101:51


An airport director discusses air service and passenger growth, airport expansion, ATC impacts, and the implementation of a new RNP approach. In the news: DCA changes may increase the likelihood of helicopter-on-helicopter collisions, Collaborative Combat Aircraft airframers are selected while mission autonomy software is decoupled, Canada and the Global Combat Air Programme (GCAP), harmonizing FAA and EASA certification rules, and another runway near-miss. Guest Paul Bradbury is the Airport Director at the Portland Jetport in Maine. We look at Air service and passenger statistics, and Paul announces the Jetport's first seasonal transcontinental service with United to San Francisco and Los Angeles. He explains the opportunities small hub airports can realize through continued upgauging of aircraft. Paul notes that passengers have been willing to pay higher fares due to increased fuel prices.    See: United Airlines Launches Nonstop Flights from SFO and LAX to Portland Maine. To address parking capacity issues, Paul is now wrapping up the design and permitting for the revised $8.6 million surface parking plan, which the Portland City Council approved in April. This has been a lengthy process, and opposition from some area residents had to be resolved. See: Portland approves $10 million Jetport parking expansion. Paul also tells us about the challenges of Air Traffic Control capacity issues and the FAA’s capping of flights. We also learn about how the Jetport worked with Flight Tech Engineering to implement a new RNP approach to PWM that keeps flights over water. This approach was published on April 16, 2026, but is just now available for assignment by PWM ATC. Aviation News Helicopter collision risk higher after D.C. airspace changes, Coast Guard leaders say Following the January 2025 midair collision, the FAA made changes to the congested airspace around Washington, D.C. But in a public Transportation Research Board (TRB) meeting, U.S. Coast Guard representatives criticized the FAA, saying the revisions may increase the risk of a serious accident between helicopters. The Air Current reports that USCG pilots suggested that “the FAA did not adequately weigh the risks of a helicopter-on-helicopter collision when moving to eliminate helicopter routes and change airspace procedures to protect against close calls between rotorcraft and fixed-wing aircraft.”  The changes put helicopters closer together and made it harder for crews to train for proficiency. The pilots said there was an increased risk of helicopter controlled flight into terrain. In a written statement, FAA assistant administrator for communications Hannah Walden said, “Claims that these changes increased the risk of helicopter-to-helicopter collisions are not supported by the data.” She added that the FAA’s actions were guided by the National Transportation Safety Board’s emergency recommendations following the 2025 crash. The Transportation Research Board is part of the National Academies of Sciences, Engineering, and Medicine. The Board seeks “to anticipate and solve complex transportation-related challenges.” This is accomplished through more than 5,500 engineers, scientists, and other transportation researchers and practitioners from the public and private sectors and academia. The program is supported by state departments of transportation, federal agencies, and other organizations and individuals. Air Force picks General Atomics, Anduril to build first CCA drone wingmen The Air Force selected General Atomics and Anduril to build the U.S. military’s first Collaborative Combat Aircraft, beating out Lockheed Martin, Boeing, and Northrop Grumman in a re-solicited competition. The Anduril FQ-44A Furry and the General Atomics FQ-42A Dark Merlin will be fielded as production aircraft. The acquisition strategy is unique in that the Air Force is pursuing a “software sold separately” approach, in which the purchase of the airframe and the CCA’s mission autonomy software are decoupled. Anduril, RTX Collins Aerospace, and Shield AI were awarded production options for the autonomy software and will compete in a six-month head-to-head round. A primary autonomy provider is expected to be named by summer 2027. Canada Throws A Curveball As It Signals Interest In Joining GCAP Sixth-Gen Fighter Program In a Tokyo meeting, David McGuinty, the Minister of National Defense of Canada, said he is “interested in learning more about” the Global Combat Air Programme (GCAP). That next-generation fighter program is a joint venture with BAE Systems (UK), Leonardo (Italy), and Japan Aircraft Industrial Enhancement Co Ltd (JAIEC). Each holds a one-third share in Edgewing. The Tempest is a crewed fighter with a targeted service date of 2035. A demonstrator is currently underway with BAE Systems in the UK. McGuinty said, “I'll take it back to my team and see what it looks ‌like.” The speculation is that Canada could join the GCAP program with “observer status.” FAA Proposes to Speed New Commercial Aircraft Certifications The FAA recently proposed changes to modernize and harmonize commercial aircraft certification rules with EASA. The proposal would provide consistent requirements and reduce the cost, time, and complexity of certifications. This would streamline certification and benefit manufacturers. Aircraft Certification: Comparison of U.S. and European Processes for Approving New Designs of Commercial Transport Airplanes The U.S. Government Accountability Office issued GAO-22-104480 on June 30, 2022. The study directly compared FAA and EASA certification processes and found a significant asymmetry that harmonization could eliminate in the wrong direction. EASA uses a risk-based approach to evaluate compliance findings and reviews the technical basis for compliance determinations, including oversight of all aspects of the airplane’s design. The FAA, by contrast, reviews the completeness of certification packages and compliance determinations in high-risk areas, but this review does not customarily include an independent review of the technical basis for compliance determinations. American Airlines flight aborts takeoff in Miami after business jet enters the same runway After American Airlines Flight 308 bound for Bermuda received takeoff clearance at Miami, the flight crew observed NetJets Flight EJA434 entering the same runway and aborted their takeoff. Addressing the NetJets plane, the controller said, “You just crossed an active runway.” The pilot responded, “You just told me to cross the runway, sir.” The controller said, “No, we said Amerijet 461.” National Air and Space Museum Celebrates 50 Years With Opening of Five New Galleries Hillel attended the National Air & Space Museum media preview for the opening of the five new galleries. He recorded the opening remarks by Christopher Browne, the John and Adrienne Mars Director of the Smithsonian’s National Air and Space Museum. Chris joined the museum as deputy director in 2017 and served as acting director from 2021 to 2022, when he was named director. Hillel also interviewed Carolyn Russo, the curator of the art and trophy collections and the temporary curator of the poster collection. She has over 30 years of experience at the Museum, and is the author of four books: Art of the Airport Tower (Washington, DC: Smithsonian Books, 2015), In Plane View: Abstractions of Flight (New York: powerHouse Books, 2007), Artifacts of Flight (New York: Harry N. Abrams, 2003), and Women and Flight: Portraits of Contemporary Women Pilots (Boston, New York, London: Bulfinch Press, 1997). Mentioned Cirrus announced the opening of its Duluth Talent Center, a multi-million-dollar investment that serves as a hub for community engagement, recruiting, and workforce development. Designed to connect individuals with careers in aerospace, the Talent Center provides direct access to recruiting, technical training, and career development resources in one centralized location. Plane Spotting C-130 Hercules spotted by Micah. Upcomming Hosts this Episode Max Flight, our Main(e) Man Micah, Rob Mark, and David Vanderhoof.

PilotPhotog Podcast
How The B-21 Hit Flight Test Milestones In Record Time

PilotPhotog Podcast

Play Episode Listen Later Jul 1, 2026 16:55 Transcription Available


Enjoyed this episode or the podcast in general? Send me a text message:A stealth bomber that moves from concept to prototype to flight faster than expected is already rare. A stealth bomber that then crushes its own developmental flight testing timeline is almost unheard of. We dig into how the B-21 Raider is pulling that off at Edwards Air Force Base and why the real story isn't just the flying wing shape, it's the process behind it. When a Combined Test Force can finish a 180-day test plan in 73 days, something fundamental has changed in how the U.S. Air Force and Northrop Grumman are running the program. We walk through the practical enablers: scaling test capacity early with a second prototype (AF-002), splitting work so one airframe pushes airworthiness while the other tackles mission systems, sensors, and weapons integration, and then hitting public-facing milestones like extended tanker formation work and formal KC-135 aerial refueling trials. We also unpack the decision to put operational test pilots in the cockpit alongside developmental pilots far earlier than the usual handoff, tightening the loop between combat insight and software-defined capability. Under the hood, the episode follows the digital engineering revolution: surrogate aircraft logging hundreds of hours to validate networks, avionics, and mission software, feeding a digital twin that helps avoid the delays that plague legacy acquisition. From production-ready tooling to propulsion choices built around modified F-135 cores, we connect engineering decisions to strategy, especially the Indo-Pacific “tyranny of distance,” tanker vulnerability, and why extreme fuel efficiency becomes a force multiplier. If you care about the future of stealth bomber development, defense procurement, and model-based systems engineering, this is the blueprint worth studying. Subscribe, share this with a friend who follows military aviation, and leave a review with your take on whether this digital pipeline should become the new standard.Support the showTo help support this podcast and become a PilotPhotog ProCast member: https://www.buzzsprout.com/1555784/supportIf you enjoy this episode, subscribe to this podcast, you can find links to most podcast streaming services here: PilotPhotog Podcast (buzzsprout.com)Sign up for the free weekly newsletter Hangar Flyingwith Tog here: https://hangarflyingwithtog.com You can check out my YouTube channel for many videos on fighter planes here:https://youtube.com/c/PilotPhotog If you'd like to support this podcast via Patreon:https://www.patreon.com/PilotPhotog And finally, you can follow me on Twitter here:https://twitter.com/pilotphotog

Alles auf Aktien
ETFs für die neue Rüstung und der erste SpaceX-Konkurrent

Alles auf Aktien

Play Episode Listen Later Jun 30, 2026 21:18 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über stark steigende Tech-Kurse, kriselnde Telekoms und Aufspaltungstendenzen bei Comcast. Außerdem geht es um Amazon, Alphabet, Meta Platforms, AMD, Arm Holdings, Broadcom, Intel, Marvell Technology, Seagate Technology, Western Digital, ASML, Applied Materials, KLA, Lam Research, Caterpillar, GE Vernova, Quanta Services, Samsung Electronics, SK Hynix, Micron Technology, Comcast, Charter Communications, Heidelberg Materials, JPMorgan Chase, Deutsche Telekom, AT&T, Verizon Communications, T-Mobile US, American Tower, Crown Castle, SBA Communications, SpaceX, Nike, VanEck Defense ETF (WKN: A3D9M1), WisdomTree Europe Defence ETF (WKN: A40Y9K), Rheinmetall, AeroVironment, BAE Systems, Thales, Lockheed Martin, RTX, Kratos Defense & Security Solutions, Red Cat Holdings, Planet Labs, Palantir Technologies, MDA Space, Invesco Defence Innovation ETF (WKN: A40J95), HANetf Future of Defence ETF (WKN: A3EB9T), Palo Alto Networks, CrowdStrike, Safran, Curtiss-Wright, Leonardo, Elbit Systems, Hanwha Aerospace, Saab, Singapore Technologies Engineering, Kongsberg Gruppen, Leidos, Global X Defence Tech ETF (WKN: A40E7A), General Dynamics, Northrop Grumman, L3Harris Technologies, Amundi STOXX Europe Defense UCITS ETF (WKN: ETF264), Rolls-Royce Holdings, Airbus, Dassault Aviation, Hensoldt, RENK Group, Babcock International, QinetiQ, Chemring Group, HanETF Indo-Pacific Defence ETF (WKN: A419AU), Bharat Electronics, Hindustan Aeronautics, Hyundai Rotem, Korea Aerospace Industries, LIG Nex1, Mitsubishi Heavy Industries, DroneShield, Electro Optic Systems, Rocket Lab, Iridium Communications. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Enough Already
The Inner Work of Entrepreneurship with J. Kyle Howard (Ep168)

Enough Already

Play Episode Listen Later Jun 24, 2026 60:48


Five years ago, J. Kyle Howard hired me because he was struggling to articulate what he did and how to package it into a business. At the time, he was a former CIO trying to figure out how to turn decades of experience into something other people would understand, value, and buy. In other words, he thought he had a messaging problem. What neither of us realized was that the challenge wasn't really about messaging. As we worked together, something deeper began to emerge. Questions about identity. Questions about purpose. Questions about who he was apart from the career he had spent years building. This week, as part of my "Where Are They Now?" series on Consulting Matters, J. Kyle returns to the podcast to reflect on what happened next. And what a journey it has been. Over the past five years, he tried on different business ideas, moved across the country, went through a significant personal healing journey, and ultimately found his way back to an idea that had been trying to get his attention for more than 30 years. What I love about this conversation is that it captures something I've observed throughout my career. People often come to me because they think they need help with positioning, messaging, offers, or marketing. And sometimes they do. But for many consultants and coaches, particularly those leaving established careers to build something of their own, the real journey isn't about marketing. It's about becoming. It's about discovering who you are when the title, the role, the organization, and all the external markers of success are no longer defining you. It's about finding the courage to build a business that reflects who you actually are, rather than who you think you're supposed to be. J. Kyle's story is a powerful reminder that clarity doesn't always arrive in a straight line. Sometimes the detours are part of the path. Where to dive in: 00:00 — Entrepreneurship forces inner work 02:09 — What Jay really needed in 2020 wasn't a business plan 06:01 — The promotion that should have been everything 17:33 — Choosing himself over the Northrop Grumman job 18:58 — The hotel lobby stranger who cracked him open 21:20 — 15 days later: two clients and a 35th floor view 23:16 — The question that had bothered him for 30 years 30:11 — What the business actually is in plain English 37:44 — How Jay accidentally became an OD consultant 40:52 — Live messaging coaching on air 50:21 — Three things Jay would tell his 2020 self Next Steps: Don't Panic: You won't receive everything you need at once. It's a process, so walk your path without fear. Stay Open, Not Defensive: Accept the information that comes to you instead of shutting it down. Express What Hurts: If something is painful, let it out. You don't have to do it publicly, but if you need to cry, cry. Have the experience. Bring Your Authentic Self Forward: If you need help bringing your authentic identity into the world through a consulting or coaching business, book a discovery call with me or explore my services. Other episodes you may enjoy: Turn Fear into Confident Action with J. Kyle Howard (Ep5) Scaling Success Your Way with Denise Musselwhite (Ep167) What it Really Means To Be On-Purpose (Ep166) Are We Aligned on What People-Centered Leadership and Organizations Really Mean? (Ep164) About my guest: J. Kyle Howard is an organizational systems strategist and founder of the Opportunity Systems Institute. With over three decades spanning oil and gas, healthcare, media, and enterprise technology, he developed Opportunity Systems Architecture — a methodology for diagnosing why talented people inside broken systems produce inconsistent results. His work has driven outcomes like a 17% to 98% project completion rate improvement and $2.4M in savings. Learn more at opportunitysystemsinstitute.com. About the host: Betsy Jordyn is a business mentor, brand messaging strategist, and former Disney consultant who helps purpose-driven consultants and coaches build profitable businesses rooted in their unique strengths. With over 20 years in the industry and a knack for turning big ideas into clear positioning, she's your go-to for strategy that aligns with your calling. Work with me: https://www.betsyjordyn.com/services

Astronomy Daily - The Podcast
Dark Matter Revealed by Light Echoes, MAVEN's Legacy, and Groundbreaking Research on Menstruation in Space

Astronomy Daily - The Podcast

Play Episode Listen Later Jun 22, 2026 17:27 Transcription Available


S05E121 | Monday, 22 June 2026 Hosts: Anna & Avery  |  astronomydaily.io  |  @AstroDailyPod Story 1 — Dark Matter Is Hugging Our Galaxy's Black Hole •       Virginia Tech researchers used 'echo mapping' — light reverberations around active black holes — to detect dark matter signatures •       Supermassive black holes including Sgr A* (Milky Way) appear surrounded by dense dark matter clusters •       Lead researcher Mayank Sharma: 'The observational evidence for dark matter is simply undeniable' •       Published in Physical Review D, June 11, 2026 •       Provides a new tool for probing dark matter in the most extreme gravitational environments Story 2 — Swift Rescue Mission: Launch Date Confirmed •       NASA's Neil Gehrels Swift Observatory launched 2004; has been losing altitude due to atmospheric drag — no thrusters to compensate •       Katalyst Space Technologies built LINK — a robotic servicer with 3 robotic arms and xenon Hall-effect thrusters •       Northrop Grumman's Stargazer aircraft departed Wallops Flight Facility June 18 carrying Pegasus XL + LINK •       Launch from Kwajalein Atoll, Marshall Islands: confirmed for June 27, 2026 •       LINK must chase down Swift, inspect it, and latch on — a first-of-its-kind robotic capture mission •       Critical altitude threshold: if Swift drops below 185 miles (300 km), rescue becomes impossible •       Success would give Swift another ~22 years of science at its original 600 km altitude Story 3 — Chandra Spots a Supernova Near the Galactic Centre •       NASA Chandra, ESA XMM-Newton, and MeerKAT (South Africa) detected a 'blue blob' of X-ray emission in Sagittarius C •       Sagittarius C is a star-forming region ~26,000 light-years from Earth, a few dozen light-years from Sgr A* •       Estimated age: ~1,700 years — light from the explosion would have reached Earth around 300 AD •       Expansion speed: approximately 2 million miles per hour •       Published in The Astrophysical Journal (Zhu et al., June 11); NASA APOD June 18 •       If confirmed, one of the closest supernova remnants ever found to the Milky Way's central black hole Story 4 — MAVEN: The Eulogy •       MAVEN (Mars Atmosphere and Volatile Evolution) launched November 2013; arrived Mars September 2014 •       Original mission: 1 year. Actual mission: 11+ years — ended June 3, 2026 •       Last contact: December 6, 2025 — entered fast spin, batteries drained, unrecoverable •       Key discoveries: atmospheric escape rates, solar storm acceleration of Mars atmosphere loss, atmospheric sputtering (first observed at any planet), new types of Martian aurora •       Also served as communications relay for Curiosity and Perseverance rovers •       PI Shannon Curry's epitaph: 'Best Mars mission ever.' — 800+ scientific publications •       MAVEN will remain in Mars orbit 50–100 years before eventually entering the Martian atmosphere Story 5 — Operation Period: First-Ever Space Menstruation Study •       Non-profit Operation Period, led by Manju Bangalore and Priya Abiram, announced OP-01 mission on June 19 •       First dedicated scientific study of menstruation in microgravity — despite 100+ women having flown to space •       Current practice: astronauts typically suppress menstruation during spaceflight with hormones — due to lack of data, not proven necessity •       OP-01: suborbital Virgin Galactic flight in 2027; researchers will conduct the study on themselves •       Research wing: Operation Period's 'Redshift Lab' •       Data vital for longer missions — Moon, Mars — where menstrual health management matters more Story 6 — Isar Aerospace's Spectrum Rocket: Europe Keeps Trying •       Isar Aerospace (Ottobrunn, Germany): Europe's most advanced commercial small launch startup — 800M+ euros raised •       Spectrum rocket: 28m tall, up to 1,000 kg to LEO, 700 kg to SSO; 10 engines •       First flight (March 2025): failed after 30 seconds — vent valve opened unexpectedly, rocket lost attitude control •       Second flight 'Onward and Upward': carrying 5 university cubesats + 1 experiment; backed by ESA Boost! programme •       2026 scrubs: January (pressurisation valve), March (fuel temp/fishing vessel), April (pressure vessel), June 15 (fluid system anomaly) •       Current status: no new launch date; Andøya window reportedly closed; Isar analysing data •       Context: part of ESA's European Launcher Challenge — must achieve orbital flight by 2027 to qualify for up to €205MBecome a supporter of this podcast: https://www.spreaker.com/podcast/astronomy-daily-space-news-updates--5648921/support.Sponsor Details:Ensure your online privacy by using NordVPN. To get our special listener deal and save a lot of money, visit www.bitesz.com/nordvpn. You'll be glad you did!Become a supporter of Astronomy Daily by joining our Supporters Club. Commercial free episodes daily are only a click way... Click HereThis episode includes AI-generated content.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Jun 21, '26 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Jun 21, 2026 63:53


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

Alles auf Aktien
Neue Fantasie für Siemens Energy & das KI-Paradoxon von Accenture

Alles auf Aktien

Play Episode Listen Later Jun 19, 2026 21:14 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über die Trump-Rallye bei Intel, den Ritterschlag für QuantumScape und eine spektakuläre Hochstufung bei Marvell. Außerdem geht es um QuantumScape, Micron, KLA, Infineon, BMW, Mercedes-Benz, Volkswagen, Schaeffler, Lockheed Martin, Northrop Grumman, L3Harris Technologies, Kroger, Honda, Applied Optoelectronics, SanDisk, Western Digital, Seagate Technology, Celestica, Vertiv, Argan, NextEra Energy, Dominion Energy, Xcel Energy, Capgemini, Cognizant, Infosys, Wipro, EPAM Systems, Globant, Concentrix, BILL Holdings, DXC Technology, Gartner, Robert Half, ManpowerGroup, Coursera, SoundHound AI, Duolingo, VeriSign, Goldman Sachs, Tata Consultancy Services, Microsoft, Amazon, Alphabet, Siemens. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

CovertAction Bulletin
Two Americas at 250

CovertAction Bulletin

Play Episode Listen Later Jun 3, 2026 52:04


The Trump administration is planning a series of grand patriotic events for the 250th anniversary of the Declaration of Independence. From a massive Ultimate Fighting Championship match on the South Lawn of the White House on June 14th - which is both Flag Day and Trump's 80th birthday - to a ball drop in Times Square, a Grand Prix on the streets of DC in August and the Great American State Fair spanning the course of two weeks on the National Mall - the America 250 and Freedom 250 celebrations are set to take over the summer across the country.America 250, led by the U.S. Semiquincentennial Commission, has been a decade in the making and says they're striving for “350 for 250” - “engaging all 350 million Americans by our nations' 250th anniversary.” The Trump administration's Freedom 250, with sponsors like Northrop Grumman, and Moms for Liberty and the Museum of the Bible, seeks to celebrate “the triumph of the American spirit.” The two initiatives might seem radically different, with media and administration figures criticizing one or the other, but both intentionally leave out real parts of the history of the United States: the legacy of slavery and indigenous genocide and the racism that's still with us today, centuries of wars and conquest, mass oppression, but also the resistance and struggle of workers and other oppressed people in the United States. Those true stories won't be told by either America 250 or Freedom 250.Support the show

Elevate with Robert Glazer
Jacob Morgan On Building A People-First Culture

Elevate with Robert Glazer

Play Episode Listen Later Jun 2, 2026 63:28


Jacob Morgan is one of the most forward-thinking voices on leadership, employee experience, and the future of work. He is the bestselling author of six books, including Leading With Vulnerability and his latest, The 8 Laws of Employee Experience, released in February 2026. He is a TED Speaker, the host of the podcast Future Ready Leadership with Jacob Morgan, and the founder of the Future of Work Leaders community, a network of CHROs from organizations like Johnson & Johnson, Dow, LEGO, and Northrop Grumman. Jacob returned to the Elevate Podcast to talk to Robert Glazer about the future of leadership, people-first cultures, balancing high support with high standards, and much more. Thank you to the sponsors of The Elevate Podcast Shopify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠shopify.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Framer: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠framer.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Indeed: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠indeed.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ethos Life: ⁠⁠⁠ethos.com/elevate⁠⁠⁠ Keeper Security: ⁠⁠⁠⁠keepersecurity.com/ELEVATE⁠⁠ Fora Travel: foratravel.com/elevate Northwest Registered Agent: northwestregisteredagent.com/elevate Whatnot: Search "Whatnot" in the app store to download Learn more about your ad choices. Visit megaphone.fm/adchoices

Business Pants
BLAME: Carnival data breach, Danone methane reduction, GM loses a director

Business Pants

Play Episode Listen Later Jun 2, 2026 44:02


DAMIONCarnival Corporation's data breach exposed personal data of nearly 6 million customers: An April social engineering attack on an employee account compromised names, dates of birth, and government-issued ID numbers. WHO DO YOU BLAMESkills: Technology & Cybersecurity: Experience with information technology and cybersecurity matters is increasingly important to mitigate the risks our business faces, promote innovation and maintain a competitive edge in a rapidly evolving technological ageLeast represented 5/11CEO Josh WeinsteinNO: at Carnival since 2002, started as General CounselSir Johathon BandNO: First Sea Lord and Chief of Naval Staff, the most senior officer position in the British Navy (2006 to 2009, when he retired); Admiral and Commander-in-Chief Fleet (2002 to 2006); Served as a naval officer in increasing positions of authority (1967 to 2002)Jason CahillyNO: CEO Dragon Group LLC, provides capital and business management consulting and advisory services worldwide; The NBA: CFO & Chief Strategic Officer; Goldman Sachs: Partner; Global Co-Head of Media and Telecommunications; Head of Principal Investing for Technology, Media & TelecommunicationsNelda ConnorsNO: CEO/Chair Pine Grove Holdings, a privately held investment company; CEO Atkore International, manufacturer of electrical, safety and infrastructure solutions; VP Eaton Corporation, electrical and automotive supplierLaura WeilNO: Founder Village Lane Advisory LLC, specializes in providing executive and strategic consulting services to retailers COO New York & Company, women's apparel and accessories retailer; CEO Ashley Stewart, women's apparel retailer; CEO Urban Brands, apparel retailer; COO AnnTaylor Stores, women's apparel retailer; CFO American Eagle Outfitters, apparel retailerAudit Committee: Oversee management's risk assessment processes to identify principal and emerging risks, including financial, IT, cybersecurity and non-HESS operational risksLaura Weil*: NOJason Cahilly: NOJeffrey Gearhart: NOWalmart Corporate Secretary and lawyerStuart Subotnick: NOCEO at Metromedia Company, wireless/communications, until 2010; Carnival director since 1987 Health, Environmental, Safety and Security Committee: Oversee management's processes to identify principal and emerging health, environmental, safety, security and sustainability-related risks, including those related to ship operations and cybersecurity, RAAS health, environmental, safety, security audits, IAG and external investigations into significant ship incidents, and health, environmental, safety, security-related hotline complaints, and assess the steps management has taken to minimize such risks.Sir Johathon Band*: NONelda Connors: NOHelen Deeble: NOFormer CEO P&O Ferries Division Holdings, shipping and logistics businessKatie Lahey: NOExecutive Chair Korn Ferry Australasia, leadership and talent firmMicky Arison (75%): Exec Chair and former CEO and 7% stockholderThe CEO Pay Ratio1,063:124 retail CEOs made as much in a day as their typical employee earned in a year — and a big one didn't. WHO DO YOU BLAMEThe separation of CEO and Chair: Hamilton E. James Chair/Ron Vachris MMNot uniqueOnly 50% of the board is men. WTF?uniqueOne share = one voteNot uniqueState of HQ = WashingtonAlso StarbucksState of Inc = WashingtonAlso StarbucksPledge of allegiance to stakeholdersCostco generally has: Higher wages; Better benefits; Lower turnover; Higher sales per employee.Industry-leading employee compensation AND Self-imposed low-margin pricing philosophyWalmart only low-margin pricingOther comps:Todd Vasos of Dollar General, Shane O'Kelly of AutoZone, Gerald Morgan of Texas Roadhouse, Jack Sinclair of Sprouts Farmers Market, William Stengel of Genuine Parts Company, Michael Creedon of Dollar Tree, Ronald Sargent of Kroger, Lauren Hobart of Dick's Sporting Goods, Joshua Kobza of Restaurant Brands Inc., Kecia Steelman of Ulta Beauty, Scott Boatwright of Chipotle, Ted Decker of Home Depot, Bob Eddy of BJ's Wholesale Club, Corie Barry of Best Buy, James Conroy of Ross Stores, Chris Turner and David Gibbs of Yum Brands, Chris Kempczinski of McDonald's, Marvin Ellison of Lowe's, Brian Cornell of Target, Ernie Herrman of TJX Companies, Doug McMillon of Walmart, Brian Niccol of Starbucks, Hal Lawton of Tractor Supply Co, Laura Alber of Williams-SonomaFigma Gets an Activist Investor. Exhibit A on Why Companies Don't Want to Go Public. Figma's first year as a public company hasn't gone well. Findell Capital Management said it needs to take steps to shed its unwarranted reputation as an artificial-intelligence “loser.” WHO DO YOU BLAME?Figma founder and CEO Dylan Field: Owns 10% of shares but 72% of voting power: Class B shares worth 15 votes per shareDylan owns 158 Class A Shares (or 0.00003556% of 444,278,887)And Chair$5B net worth$865M total summary compensation in 2025; $91M in 2024Nominating Agreement:Figma must nominate Dylan Field to be a director and include him in the proxy statementThe company must use its resources to back him up and actively convince other shareholders to vote for him In response to a question about how he was going to change the world, Dylan said he was going to build better software for drones.Bro fest sausage party2 of 9 directors are womenTop 5 NEOs all dudesPeter ThielForced Dylan to drop out of Brown for a dumb fellowshipVC Blowhardiness on the BoardVC dude John Lilly (Greylock): Lead Independent Director2nd longest tenure (2014)Member of the Audit Committee; Member of the Nominating Committee (only Lilly and Rimer)VC dude Andrew Reed (Sequoia)Director at debt-maker Klarna Group (also way down since IPO): down roughly 54% from its initial $40.00 IPO price, and down nearly 68% from its all-time highMember of the Compensation Committee (which modeled Dylan's pay package after Elon Musk)VC dude Danny Rimer (Index Ventures)Director since 2014B.A. in History and Literature from HarvardMember of the Compensation Committee (which modeled Dylan's pay package after Elon Musk)Member of the Nominating Committee (only Lilly and Rimer)Luis von AhnDuolingo co-founder and CEO2025: shared an internal email outlining Duolingo's new "AI-first" strategy where Duolingo would “gradually stop using contractors to do work that AI can handle”Stated that "AI is a better teacher than humans" and that the future role of teachers would be reduced to providing "childcare."Blamed the controversy on a "lack of context" in his original statements"AI-First" memo goes viral: $389; today $118MATTDanone, Starbucks shine in methane-reduction rankingDanone is the only company in the group aligned with the Global Methane Pledge, an initiative backed by 150 countries that targets a 30 percent reduction in global levels of the gas by 2030. The French multinational also leads the pack in progress toward its target, having come close to hitting it five years ahead of schedule.WHO DO YOU CREDIT?Chair of the CSR committee Lise Kingo (9% influence), one of three directors tagged as merit directorsmaster's degree in Responsibility & Business from the University of Bathbachelor degrees in Religions and Ancient Greek Artbachelor's degree in Marketing and Economicscertificate as International Director from INSEADEx Novo Nordisk environmental affairs, internal audit, compliance, human resources, communication, branding and sustainabilityHelped create the UN SDGs and the UN Global CompactSomehow only bats 559 on carbon intensity (career) and 415 for scope 1/2 (career)Also, using deference metrics, the ONLY DIRECTOR tagged as fully independentEmployee rep member of the CSR committee Bettina Theissig (5% influence) and the employees of DanoneThe committee charter mandates employees get a say: At least two thirds of the CSR Committee must be independent, as defined by the AFEP-MEDEF Code. At least one Director representing employees must be a member of the Committee.In France (Danone's domicile), the European Investment Bank found that French employees were the most aware of environmental issues - 82% of French employees said they were highly concerned about environmental issues, highest in EuropeLead Independent Director and chair of the Nom/comp committee who put together the comp plan, Valerie Chapoulaud-Floquet15% influence, second to the 18% influence CEO (democracy!!), got 99.16% shareholder approval in April (even as CEO got 89.73% approval and pay got 93.19% approval)20% of short-term pay and 30% of long-term pay is based on hitting sustainability targetsWhen you pay a CEO to do a thing, they are more likely to do a thingEx-CEO Emmanuel FaberOusted in 2021 by the board of directors and activist investors, he transformed Danone into an “enterprise a mission” (a French version of a B corp)Investors voted 99% in favor of the move and a year later ousted Faber, the board resigned, and the new board and CEO are basically moving back towards being environmental leaders because it paid offShort term share price laggedHe said in 2024 that nature is “at the core” of Danone, It took the stock 3 years from Faber's ousting to return to Faber levels - and in the meantime, they were sued for plastics and emissionsIsn't this HIS win?Current CEO Antoine de Saint-AffriqueBecause CEOGM Board Director Jonathan McNeill Stepping DownCEO of DVx Ventures. Ex COO at Lyft Inc. and ex president, Global Sales, Delivery and Service at Tesla, current director at Lululemon, GM director since 2022, on the Governance and Corporate Responsibility committee and Risk and Cybersecurity committee.We know that half of boards on average think someone on the board should be replaced - did the GM board not like McNeill?WHO/WHAT WOULD WE BLAME FOR PUSHING MCNEILL OUT?Outsider dude bro DRLet's be honest, McNeill worked at much more… modern?... companies than GMThe board is OLD SCHOOL - ex Northrop Grumman, ex Visa, ex Lazard, ex HP, ex eBay, ex Novartis, ex Walmart, other directorships at Goldman, Huntsman, P&G… these are professional, insular boardsMeanwhile, he's investing as a VC in AI, other auto/mobility startups, comes from boards that are bro founder lead (Tesla, Lyft) He's invested in AI, crypto, heavy tech, intertwined with VCs all overNot deferential enoughBarra is connected to 94% - THE ENTIRE - boardMcNeill has the highest network power on the board at $9tn, higher than even Mary Barra (who is super connected), but is NOT a power player in the board community of GM - the dominant board communities for GM are massive blue chip US companies, where McNeill has deeper connections in smaller IT/tech focused companiesHe doesn't need the pay, he gets nothing for the connections really, he has connection to Barra but his network is different - was he too independent?Pissed he doesn't have enough influence McNeill has the LOWEST influence on the GM board at 4%He's relatively new, younger, working as a VC where you have a lot of power of capital allocation“I don't need this shit” effect?Too many womenMcNeill's dvX ventures portfolio team is 6 dudes and 1 womendvX entire operations staff is two woman - guess what they do“Chief of Staff” (ie, HR)Executive Assistant (yes, listed on the team)Board is 2 women, 3 men (McNeill not on board)This one seems unlikely I guess?Too busy, meh, move onOne of dvX portfolio companies is curbee, with GM Ventures' Kurt Baumgarten on the board (and the dvX co-founder is founder of Curbee)McNeill on at least 3 of his portfolio boards or advisory committees, plus LULU and GM…

Moments with Marianne
Creating Serendipity with Julie Austin

Moments with Marianne

Play Episode Listen Later May 31, 2026 28:23


What if luck isn't something you wait for, but something you can learn to create? Tune in for an inspiring discussion with Julie Austin on her new book Creating Serendipity: Think Like an Inventor to Generate Good Luck.Moments with Marianne Radio Show airs in the Southern California area on KMET1490AM & 98.1 FM, an ABC Talk News Radio Affiliate!  https://www.kmet1490am.comJulie Austin is an award-winning author, inventor, futurist, and innovation keynote speaker. She's an internationally known thought leader on the topic of innovation, and CEO of the consulting firm Creative Innovation Group. She's been an innovation keynote speaker for corporations such as Procter & Gamble, Novartis Pharmaceuticals, Northrop Grumman, and Cognizant Technology Solutions. She's also been featured in the books “Patently Female” and “Girls Think of Everything”. Her patented product, HydroSport, wrist water bottles, have been a NASDAQ product of the year semi finalist and are currently sold in 25 countries. Julie and her products have appeared on The Today Show, The Queen Latifa Show, HGTV, Lifetime, ABC, CBS, NBC, FOX News, Inc. magazine, Fast Company, and the Wall Street Journal, along with dozens of TV shows, magazines and radio shows around the world.  https://creatingserendipity.com  https://creativeinnovationgroup.com  https://swiggies.comOrder on Amazon: https://a.co/d/07rmrBlO To learn more about the show and interview opportunities contact us at: https://www.mariannepestana.com 

The Space Show
The Space Show Presents Bob Zimmerman, Tuesday, May 26, 2026

The Space Show

Play Episode Listen Later May 28, 2026 127:48


Bob Zimmerman, # 4594, May 26, 2026Quick Summary:This Space Show program focused on NASA's announcement of a restructuring plan for the Artemis lunar program led by Isaacman, which includes multiple unmanned lunar lander missions and the establishment of a lunar base by 2028. Bob detailed how NASA is relying heavily on private companies rather than building hardware internally, with contracts awarded to Blue Origin, Astrobotic, Intuitive Machines, and Firefly for missions starting as early as late 2023. The discussion covered the competitive landscape of commercial space stations, with VAST, Starlab, and Axiom leading the market, while Sierra Space's Orbital Reef partnership with Blue Origin appears to be struggling. The conversation also addressed SpaceX's Starship development progress, with participants debating whether SpaceX would attempt a double catch of both booster and ship on their single launch tower before building a second tower. The show concluded with a discussion about the political and cultural challenges facing space exploration, with participants weighing optimistic versus pessimistic views about the future of commercial spaceflight and space policy.SummaryBob discussed NASA's recent press conference announcing details of its Artemis lunar exploration program, including contract awards and mission plans. The program involves multiple private companies launching lunar landers and rovers to the South Pole region, with the first three missions already scheduled before the end of 2023. Robert noted that while the program is ambitious with plans for up to 20 launches and 25 landings by 2028, it relies heavily on private sector development rather than NASA-built hardware, with Blue Origin receiving significant contracts including two new awards totaling $188 million.Bob discussed Blue Origin's lunar landing plans, expressing skepticism about their timeline of 20 landings by 2028, particularly given their reliance on Blue Origin and the challenges with their New Glenn rocket. The group examined a map shown during a press conference about a potential lunar base location near Shackleton Crater, with Joseph identifying a similar crater field in the area and Robert noting the lack of specific location details in the presented map. The discussion concluded with speculation that NASA might be deliberately withholding specific location information to protect potential landing sites from competitors, particularly China.NASA's lunar exploration plans were talked about, explaining that missions will focus on scouting and engineering work to prepare for future manned landings and a lunar base. He also revealed that NASA awarded SpaceX additional crew launch contracts through 2030, which he interpreted as effectively ending Boeing's Starliner program due to lack of funding for further development. Joseph clarified that NASA is not obligated to provide additional funding to Boeing until they successfully complete their original cost-fixed contract.Bob focused on the current status of commercial space stations, ranking five active projects and noting that while there are market opportunities for ferrying services, Boeing's Starliner faces challenges due to Boeing's poor management. He explained that Dream Chaser's status remains uncertain, with recent delays and incomplete ground testing raising questions about its viability. Robert also provided an update on the five commercial space stations, ranking them and noting that while some projects like VAST and Starlab show promise, Sierra Space's Orbital Reef partnership with Blue Origin appears to be dormant.He also explained that private space stations will outperform the ISS by allowing commercial research to produce saleable products on Earth, unlike the ISS which is restricted to non-commercial research. He discussed how NASA's historical ban on commercial space operations had damaged the American launch industry, citing the example of pharmaceutical research that was halted after the Challenger accident. The group agreed that private companies will own and operate the new stations while NASA purchases services as a customer, representing a shift toward a more capitalist model in space operations.The group discussed SpaceX's lack of response regarding NASA's lunar program, with our guest explaining that SpaceX is focused on manned missions rather than these specific missions and needs to be careful due to their upcoming IPO. The conversation then shifted to comparing NASA's bureaucratic processes with private space station initiatives, with participants noting how private stations are more flexible and business-friendly compared to the complex requirements of getting experiments on the ISS. Bob explained how top-down bureaucratic systems, like the Soviet model, tend to fail due to lack of competition and innovation, while competitive market systems drive better results.Bob did address the historical shift from government-led to commercial space exploration, highlighting how SpaceX and commercial satellite businesses proved that profit could be made in space despite initial skepticism. He explained how NASA's Mars exploration programs have historically been science-focused rather than colonization-focused but noted a recent shift toward engineering-based lunar exploration with the VIPER lander program. The discussion concluded with updates about ULA's Vulcan rocket program, which is currently grounded due to nozzle failures in Northrop Grumman's solid rocket boosters, though static fire tests suggest potential solutions may be in development.The group discussed ULA's challenges with satellite launches, particularly Amazon's delayed satellite deployment and ULA's dependency on strap-on boosters for their Vulcan rocket. Joseph clarified that the NG-4 mission would be a LEO launch carrying 26 satellites, though the rocket's payload capacity might be limited without boosters. The discussion also covered SpaceX's Starship development progress, with Joseph estimating 3-4 flights this year before a second launch tower becomes available in Q4, and the team debated whether SpaceX would attempt a double catch on their current tower or wait for the new one to recover both booster and ship.The Wisdom Team also discussed Elon Musk's management approach and scheduling practices, with Robert explaining that Musk sets realistic but challenging timelines that engineers can trust. The conversation then shifted to Starlink satellite services, with Bob sharing his positive experience using the service despite minor performance issues during house painting. This part of the discussion concluded with my asking Bob for his guess on the political risks facing space commercialization efforts given current uncertainties and realities in the country today.Bob did discuss his perspective as a historian on current societal challenges, presenting both pessimistic and optimistic views of the future. He compared the current political climate to H.G. Wells' time in 1939 and noted that while there are concerning trends, he remains hopeful about society's resilience and ability to correct course. The discussion touched on concerns about data centers, with both David and Joe sharing local experiences about public opposition to data center development, which Bob attributed partly to ignorance and manufactured comments on social media.The team discussed opposition to data center construction, with Joe explaining that while some opposition may be driven by Chinese influence, much of it stems from emotional responses and partisanship rather than rational concerns. Bob emphasized the need for more thoughtful and rational discourse about data centers, distinguishing between legitimate questions about their impact and emotional reactions. Joe clarified that modern data centers use less water than older designs, but the rapid scale of proposed construction (80 gigawatts) far exceeds current grid capacity (40 gigawatts annually), making many planned projects unlikely to be built. Bob concluded that the opposition to data centers on Earth could actually benefit the space industry by driving demand for orbital data centers, which would help develop the rocket industry.The group went on to talk about water requirements for data centers, with Ajay explaining that while traditional nuclear reactors require significant water for cooling, molten salt reactors would not need water for this purpose. The conversation then shifted to political concerns about constitutional issues, with John Hunt warning about potential constitutional collapse and Bob responding with a balanced historical perspective. The conversation ended with technical discussions about SpaceX's Starlink V3 satellites, including their weight and bandwidth capabilities compared to previous versions.Bob Zimmerman, # 4594, May 26, 2026Quick Summary:This Space Show program focused on NASA's announcement of a restructuring plan for the Artemis lunar program led by Isaacman, which includes multiple unmanned lunar lander missions and the establishment of a lunar base by 2028. Bob detailed how NASA is relying heavily on private companies rather than building hardware internally, with contracts awarded to Blue Origin, Astrobotic, Intuitive Machines, and Firefly for missions starting as early as late 2023. The discussion covered the competitive landscape of commercial space stations, with VAST, Starlab, and Axiom leading the market, while Sierra Space's Orbital Reef partnership with Blue Origin appears to be struggling. The conversation also addressed SpaceX's Starship development progress, with participants debating whether SpaceX would attempt a double catch of both booster and ship on their single launch tower before building a second tower. The show concluded with a discussion about the political and cultural challenges facing space exploration, with participants weighing optimistic versus pessimistic views about the future of commercial spaceflight and space policy.SummaryBob discussed NASA's recent press conference announcing details of its Artemis lunar exploration program, including contract awards and mission plans. The program involves multiple private companies launching lunar landers and rovers to the South Pole region, with the first three missions already scheduled before the end of 2023. Robert noted that while the program is ambitious with plans for up to 20 launches and 25 landings by 2028, it relies heavily on private sector development rather than NASA-built hardware, with Blue Origin receiving significant contracts including two new awards totaling $188 million.Bob discussed Blue Origin's lunar landing plans, expressing skepticism about their timeline of 20 landings by 2028, particularly given their reliance on Blue Origin and the challenges with their New Glenn rocket. The group examined a map shown during a press conference about a potential lunar base location near Shackleton Crater, with Joseph identifying a similar crater field in the area and Robert noting the lack of specific location details in the presented map. The discussion concluded with speculation that NASA might be deliberately withholding specific location information to protect potential landing sites from competitors, particularly China.NASA's lunar exploration plans were talked about, explaining that missions will focus on scouting and engineering work to prepare for future manned landings and a lunar base. He also revealed that NASA awarded SpaceX additional crew launch contracts through 2030, which he interpreted as effectively ending Boeing's Starliner program due to lack of funding for further development. Joseph clarified that NASA is not obligated to provide additional funding to Boeing until they successfully complete their original cost-fixed contract.Bob focused on the current status of commercial space stations, ranking five active projects and noting that while there are market opportunities for ferrying services, Boeing's Starliner faces challenges due to Boeing's poor management. He explained that Dream Chaser's status remains uncertain, with recent delays and incomplete ground testing raising questions about its viability. Robert also provided an update on the five commercial space stations, ranking them and noting that while some projects like VAST and Starlab show promise, Sierra Space's Orbital Reef partnership with Blue Origin appears to be dormant.He also explained that private space stations will outperform the ISS by allowing commercial research to produce saleable products on Earth, unlike the ISS which is restricted to non-commercial research. He discussed how NASA's historical ban on commercial space operations had damaged the American launch industry, citing the example of pharmaceutical research that was halted after the Challenger accident. The group agreed that private companies will own and operate the new stations while NASA purchases services as a customer, representing a shift toward a more capitalist model in space operations.The group discussed SpaceX's lack of response regarding NASA's lunar program, with our guest explaining that SpaceX is focused on manned missions rather than these specific missions and needs to be careful due to their upcoming IPO. The conversation then shifted to comparing NASA's bureaucratic processes with private space station initiatives, with participants noting how private stations are more flexible and business-friendly compared to the complex requirements of getting experiments on the ISS. Bob explained how top-down bureaucratic systems, like the Soviet model, tend to fail due to lack of competition and innovation, while competitive market systems drive better results.Bob did address the historical shift from government-led to commercial space exploration, highlighting how SpaceX and commercial satellite businesses proved that profit could be made in space despite initial skepticism. He explained how NASA's Mars exploration programs have historically been science-focused rather than colonization-focused but noted a recent shift toward engineering-based lunar exploration with the VIPER lander program. The discussion concluded with updates about ULA's Vulcan rocket program, which is currently grounded due to nozzle failures in Northrop Grumman's solid rocket boosters, though static fire tests suggest potential solutions may be in development.The group discussed ULA's challenges with satellite launches, particularly Amazon's delayed satellite deployment and ULA's dependency on strap-on boosters for their Vulcan rocket. Joseph clarified that the NG-4 mission would be a LEO launch carrying 26 satellites, though the rocket's payload capacity might be limited without boosters. The discussion also covered SpaceX's Starship development progress, with Joseph estimating 3-4 flights this year before a second launch tower becomes available in Q4, and the team debated whether SpaceX would attempt a double catch on their current tower or wait for the new one to recover both booster and ship.The Wisdom Team also discussed Elon Musk's management approach and scheduling practices, with Robert explaining that Musk sets realistic but challenging timelines that engineers can trust. The conversation then shifted to Starlink satellite services, with Bob sharing his positive experience using the service despite minor performance issues during house painting. This part of the discussion concluded with my asking Bob for his guess on the political risks facing space commercialization efforts given current uncertainties and realities in the country today.Bob did discuss his perspective as a historian on current societal challenges, presenting both pessimistic and optimistic views of the future. He compared the current political climate to H.G. Wells' time in 1939 and noted that while there are concerning trends, he remains hopeful about society's resilience and ability to correct course. The discussion touched on concerns about data centers, with both David and Joe sharing local experiences about public opposition to data center development, which Bob attributed partly to ignorance and manufactured comments on social media.The team discussed opposition to data center construction, with Joe explaining that while some opposition may be driven by Chinese influence, much of it stems from emotional responses and partisanship rather than rational concerns. Bob emphasized the need for more thoughtful and rational discourse about data centers, distinguishing between legitimate questions about their impact and emotional reactions. Joe clarified that modern data centers use less water than older designs, but the rapid scale of proposed construction (80 gigawatts) far exceeds current grid capacity (40 gigawatts annually), making many planned projects unlikely to be built. Bob concluded that the opposition to data centers on Earth could actually benefit the space industry by driving demand for orbital data centers, which would help develop the rocket industry.The group went on to talk about water requirements for data centers, with Ajay explaining that while traditional nuclear reactors require significant water for cooling, molten salt reactors would not need water for this purpose. The conversation then shifted to political concerns about constitutional issues, with John Hunt warning about potential constitutional collapse and Bob responding with a balanced historical perspective. The conversation ended with technical discussions about SpaceX's Starlink V3 satellites, including their weight and bandwidth capabilities compared to previous versions.Special thanks to our sponsors:American Institute of Aeronautics and Astronautics, Helix Space in Luxembourg, Celestis Memorial Spaceflights, Astrox Corporation, Dr. Haym Benaroya of Rutgers University, The Space Settlement Progress Blog by John Jossy, The Atlantis Project, and Artless EntertainmentWe use Zoom phone numbers for program participation.For real time program participation, email Dr. Space at: drspace@thespaceshow.com for instructions and access.The Space Show is a non-profit 501C3 through its parent, One Giant Leap Foundation, Inc. To donate via Pay Pal, use:To donate with Zelle, use the email address: david@onegiantleapfoundation.org.If you prefer donating with a check, please make the check payable to One Giant Leap Foundation and mail to:One Giant Leap Foundation, 11035 Lavender Hill Drive Ste. 160-306 Las Vegas, NV 89135Upcoming Programs:No Program for Friday, May 29, 2026 | Friday 29 May 2026 930AM PTGuests: Dr. David LivingstonNo program today, Friday, May 26, 2026Broadcast 4596: Zoom: Open Lines Discussion | Sunday 31 May 2026 1200PM PTGuests: Dr. David LivingstonZoom: Open Lines Discussion. Email DrSpace prior to air time for Zoom phone number access. Get full access to The Space Show-One Giant Leap Foundation at doctorspace.substack.com/subscribe

Art of Boring
U.S. Mid-Cap: The Physical Economy Comeback, Capital Intensity, and Portfolio Positioning | EP 216

Art of Boring

Play Episode Listen Later May 14, 2026 28:26


In this episode, Jeff Mo, U.S. mid-cap portfolio manager, explores a fundamental shift in how economies may grow over the next decade. He makes the case that after 25 years of intangible, internet-driven expansion, growth may increasingly depend on building physical things again: data centers, electrical infrastructure, factories, defense systems, satellites. Jeff walks through the forces driving this transition, from AI's voracious appetite for capital to geopolitical tensions reshaping supply chains and defense spending. The conversation examines how these macro themes connect to bottom-up stock selection, where the U.S. mid-cap team is finding opportunities today, and why maintaining inherent contradictions in the portfolio remains essential even as thematic investing dominates market behavior. • Why producing one unit of GDP today requires about a third as much oil as in the 1970s, yet capital expenditure per unit of GDP growth may be rising as the economy shifts from intangible services back toward physical infrastructure and manufacturing. • How AI data center buildouts, reshoring of manufacturing, rising defense budgets, and the expanding space economy are all driving higher demand for physical capital, commodities, and industrial capacity after a decade of underinvestment. • How the hyperscalers (Google, Amazon, Microsoft, Meta) are moving from massive net cash positions to net debt as they fund AI infrastructure, tightening capital availability for the rest of the economy and potentially raising interest rates and dampening consumer spending. • Where the U.S. mid-cap team is finding opportunities aligned with these themes, from companies like Northrop Grumman, SanDisk, and OSI Systems, while maintaining portfolio balance through inherent contradictions. • Why humility matters most when contemplating big-picture themes: the goal isn't predicting the future but building a diversified portfolio of wealth-creating companies that can withstand multiple scenarios.   [00:00] Introduction: From Intangible to Physical Economy [00:50] Opening Discussion with Jeff Moe [01:42] Oil Efficiency vs. Rising CapEx Requirements [03:39] Economic Growth: Labor, Capital, and Productivity [04:11] Infrastructure Investment and Reshoring Trends [06:52] Defense Spending and Capital Intensity [07:08] The Space Economy: Satellites and Connectivity [11:00] Memory Market Dynamics and Contract Changes [12:22] Cyclicality in a Capital-Intensive Economy [15:04] Consumption vs. Investment: Portfolio Implications [17:44] Connecting Themes to Bottom-Up Research [18:44] Idea Generation and Stock Selection Process [21:32] Winners and Losers: The Bits to Atoms Trade [22:00] Portfolio Construction: Inherent Contradictions [25:21] Where the Theme Might Be Wrong [26:09] Long-Term Wealth Creation and Economic Optimism [28:18] Closing and Subscription Information Host: Rob Campbell, CFA Institutional Portfolio Manager Guest: Jeff Mo, CFA Portfolio Manager This episode is available for download anywhere you get your podcasts.   Visit us at: https://www.youtube.com/@MawerInvestment https://www.mawer.com  https://www.linkedin.com/company/mawer-investment-management/  https://www.instagram.com/mawerinvestmentmanagement/   Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore.   #ArtOfBoring #MawerInvestmentManagement #MawerInvestment #Podcasts #capitalmarkets #geopoliticalinvesting #commodityMarkets #capitalexpenditure #physicalEconomy #GDPGrowth

The Angle from T. Rowe Price
The Long View: Kathy Warden, Chair, CEO and President of Northrop Grumman

The Angle from T. Rowe Price

Play Episode Listen Later Apr 29, 2026 38:38


Kathy Warden, Chair, CEO and President of Northrop Grumman, joins Eric Veiel to discuss leadership, global security, and how technology is shaping the future of defense.

Defense & Aerospace Report
Defense & Aerospace Daily Podcast [Apr 27, 2026] Look Ahead w/ Byron Callan

Defense & Aerospace Report

Play Episode Listen Later Apr 27, 2026 31:13


On today's Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss the continuing US-Israel war on Iran despite a lull in shooting; diminishing US offensive and defensive precision weapons stocks and how they might shape American deterrence in the Indo-Pacific and elsewhere; economic factors that could drive even rich nations to redirect spending from military programs; the continuing global defense realignment as nations work to forge new partnerships to reduce reliance on the United States; takeaways from the Trump administration's 2027 base budget request and prospects for Reconciliation 2.0; a look earnings as Boeing, CACI, GE Aerospace, Hexcel, Honeywell, Lockheed Martin, Northrop Grumman, RTX, Saab, Teledyne and Thales all report; market impact in the wake of the latest instance of American political violence as a shooter tries to break into the White House Correspondents Dinner in Washington; and a look at the week ahead in Washington and beyond.

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Apr 26, '26 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Apr 26, 2026 52:49


On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss the week on Wall Street as investors worried about what's next for the US-Israel war on Iran and higher energy prices on inflation, goods and services; how rising jet fuel prices are impacting airlines and the commercial aviation industrial ecosystem; President Trump's suggestion that the US government use Defense Production Act authorities to acquire Spirit Airlines for $500 million; the Trump administration submits its $1.15 trillion 2027 defense budget request to Congress as key lawmakers push back on a $350 billion reconciliation package to fund programs, $17 billion to for the president's top priority Golden Dome air and missile defense system with only $400 million in funding included in the base budget request; how lingering Iran war costs to repair damaged civilian and energy infrastructure could complicate efforts by Gulf nations to increase defense spending; the Pentagon's reported efforts to punish NATO members for not participating in the US-Israel war on Iran, including suspending Spain's membership in the alliance and backing Argentina's claim to the Falkland Islands as King Charles begins his state visit to the United States; Germany's first-ever security strategy to be Europe's defense leader by 2039; NATO's decision to buy Saab's GlobalEye to replace its aging fleet of Boeing E-3 Sentry Airborne Warning and Control aircraft; and a look at first quarter earnings reported by Boeing, GE Aerospace, Lockheed Martin, Northrop Grumman, RTX, Thales, and Teledyne.

Business Pants
Allbirds' pivot, Illinois' AI law allows nuclear war, Amazon's dead worker, Reed Hastings steps off

Business Pants

Play Episode Listen Later Apr 17, 2026 66:22


Story of the Week (DR):Sneaker Company Allbirds Plans to Pivot to A.I. Yes, A.I. MMAfter selling its business for $39 million last month, the company said it planned to buy powerful computer chips and rebrand itself NewBird AI.Allbirds is ditching years of clean and green street credEach share of Class A common stock is entitled to one vote on each proposal and each share of Class B common stock is entitled to ten votes on each proposalClassified: one Class I director to hold office until the 2028 Annual MeetingAI/technology experience on board: ZEROVoting powerCofounder/former CEO/director Joseph Zwillinger (24%)VC dude: B.S. in Industrial Engineering and Operations Research; M.B.A. Wharton; director since 2015Cofounder/former CEO/director Timothy Brown (27%)Former soccer player: B.S. in Design; M.Sc. in International Management; director since 2015 Director Dan Levitan (33%)VC dude: B.A. in history from Duke University and an M.B.A. from Harvard; director since 2016Lead independent director and “effective chairperson” Dick Boyce (4%)VC dude; B.S.E from Princeton and M.B.A. from Stanford; director since 20162 whole womenAlsoSnap blames AI as it lays off 1,000 workersStarbucks launches beta app in ChatGPT to fuel new drink discoveryUS Army Builds First AI Chatbot for Troops, Trained on Live Conflict Data From Iran and Ukraine, Built on Reddit-Style ForumsMeta is making an AI Mark Zuckerberg to talk to employees, report says‘AI Is Our Friend,' Morgan Stanley CEO SaysTrump administration taps automakers to boost weapons production in WWII-style pushSenior U.S. defense officials have held talks about producing weapons and other military supplies with top executives ​of companies includingGeneral MotorsCEO/Chair Mary Barra has spent 2025 and 2026 "cozying up" to the administration. In recent shareholder letters, she has explicitly thanked Trump for his support of the industry and praised his tariff policy for "leveling the playing field."Director Wesley G. Bush: the former CEO of defense giant Northrop Grumman also sits on the board of GE Aerospace, acting as a major link to the administration's military expansion goals.Two weeks prior to his resignation as CEO, a scathing independent review outlined the 14-year delay, 19x budget overrun ($800M), and numerous human errors made by Northrop Grumman in the construction of the James Webb Space Telescope, which led to Wes testifying before congressGM donated $1 million to the 2025 inauguration and supplied the official presidential motorcade vehicles, continuing their long-standing traditionFord MotorCEO Jim Farley has been described as a frequent caller to President Trump. In January 2026, Trump was caught on a live mic during a Michigan factory tour claiming Farley calls him "all the time" to push for the repeal of environmental "garbage" (EPA regulations).Chair William Clay (Bill) Ford Jr.: has maintained what he calls a "great relationship" with President Trump since the 2024 election. In January 2026, he personally hosted Trump at the Ford Rouge Center in Dearborn, where they toured F-150 production lines.Ford Motor Company was one of the first major corporations to "line up" for the 2025 inauguration. The company donated $1 million to the Trump-Vance Inaugural Committee and provided a fleet of vehicles for the ceremony's transportation needsDirector Jon Huntsman Jr. served as Trump's Ambassador to Russia during his first term.GE AerospaceCEO/Chair Larry Culp has a very direct win-win relationship with the administration. In May 2025, Culp accompanied President Trump on a high-stakes trip to the Middle East.During that trip, Trump helped broker a $96 billion order from Qatar Airways for Boeing jets, which will be powered exclusively by GE engines.Culp was seen side-by-side with Trump in Doha celebrating the deal.Director Wesley G. Bush: the former CEO of defense giant Northrop Grumman also sits on the board of GM, acting as a major link to the administration's military expansion goals.OshkoshDirector David Perkins: a retired 4-star General and former commander of the U.S. Army Training and Doctrine Command (TRADOC)U.S. tech companies ramp up government lobbying amid Iran war uncertaintyNetflix Chair Reed Hastings to Leave Board in June The founder is stepping aside to focus on his philanthropic effortsSarandos or Peters or Hoag?Average Frequency 2004: approximately 5 to 6 discs per month per subscriberToday: Monthly Average: This adds up to about 31 to 32 hours per month.The "Browsing" Tax: Interestingly, data shows that the average user spends about 18 minutes per day just scrolling through the menu before actually hitting "play." If you include that, people are "using" the app for nearly 40 hours a monthPopulist math time: that's 6570 minutes=109.5 hours=4.6 daysAccording to the latest data from the U.S. Bureau of Labor Statistics (BLS) for March/April 2026, the average hourly wage in America is: $37.38 per hour=$4093.11Average US minimum wage is $11.60=$1270.20IBM folds to Trump anti-DEI push, admits no misconduct but pays $17M penalty3 (of 14) women with 11% total influence: no leadership positions21 execs/5 women: 3 are Assistant General Counsel, Chief Human Resources Officer, Chief Legal OfficerWhite House study says DEI policies cost US economy by promoting unqualified managersGoodliest of the Week (MM/DR):DR: Oil prices may be falling, but for the wrong reason: ‘Demand destruction' throttling global consumptionEuropean Airlines Face Fuel Shortages Within WeeksDR: Karen S. Carter Named Dow CEO; Number Of Black Women Running Fortune 500 Companies Now At 2MM: Big grid batteries are finally on a roll in New EnglandAssholiest of the Week (MM):There is one asshole of the week - protection from liability. Here are the incarnations.Security: We're in a new era of heightened CEO safety measures, security pros sayStarbucks Mandates CEO Private Jet Use After Security ReviewMeta spends more guarding Mark Zuckerberg than Apple, Nvidia, Microsoft, Amazon, and Alphabet do for their own CEOs—combinedFriday's attack on Sam Altman's house underscores a growing worry for some CEOs: safety at homeSnap paid $2.8 million for CEO and cofounder Evan Spiegel's personal securityAlphabet paid $8.3 million for CEO Sundar PichaiMusk = $2.4mHuang = $2.2mTech billionaires seem to be doom prepping. Should we all be worried?Reid Hoffman, the co-founder of LinkedIn, has talked about "apocalypse insurance".Security costs are directly correlated to how much we hate the CEOs - this is not a mistake, literally these people are the ones who take advantage of employees and customers, ruin the free world, destroy everything they touch and make billions doing itI never need to make an asshole list again - I just need to identify what company pays the most for security for their CEODamion's prediction of a corporate nation state is close - small armies, bubbles and islands, no accountability?Social Media: Meta vows appeal of 'landmark' social media verdicts, warns of free speech erosionSo now Meta is arguing that the teen in California was harmed by the content, which is protected by section 230, so Meta can't be liable. But the teen argued that the DESIGN of Meta social media was the problem, NOT the content, and that's how they wonMeta and Google lost because of content recommendations, not content - the recommendations are entirely in the control of Meta and GoogleMeta is effectively now arguing that algorithmic delivery is free speech - but they talk out of the other side of their mouths when coddling Trump and conservatives, because if algorithm is free speech here, it means content moderation IS ALSO FREE SPEECH since the algorithm IS MODERATIONIf Meta wins on appeal, it means that the social media companies can never be liable for anything - not the product design, not the content - it is the ultimate coup, there would be nothing you could possible sue them forNew study shows just how Facebook's algorithm shapes conservative and liberal bubblesLegislation: Bill Cunningham, Illinois State Rep DROpenAI Backing Law That Protects It When AI Causes Mass Deaths and Other MayhemAnthropic Opposes the Extreme AI Liability Bill That OpenAI BackedProvides that a developer of a frontier artificial intelligence model shall not be held liable for critical harms caused by the frontier model if the developer did not intentionally or recklessly cause the critical harms and the developer publishes a safety and security protocol and transparency report on its website. Provides that a developer shall be deemed to have complied with these requirements if the developer: (1) agrees to be bound by safety and security requirements adopted by the European Union; or (2) enters into an agreement with an agency of the federal government that satisfies specified requirements. Sets forth requirements for safety and security protocols and transparency reports. Provides that the Act shall no longer apply if the federal government enacts a law or adopts regulations that establish overlapping requirements for developers of frontier models."Critical harm" means the death or serious injury of 100 or more people or at least $1,000,000,000 of damages to rights in property caused or materially enabled by a frontier model, through either: (1) the creation or use of a chemical, biological, radiological, or nuclear weapon; or (2) engaging in conduct that: (A) acts with no meaningful human intervention; and (B) would, if committed by a human, constitute a criminal offense that requires intent, recklessness, or negligence, or the solicitation or aiding and abetting of such a crime.Headliniest of the WeekDR: Amazon Accused of Hiding Worker's Death for a Week, Making Employees Keep Working as Corpse Lay on FloorDR:374Water Reappoints Richard "Rick" Davis to the Company's Board of Directors AND CMC Announces Appointment of Michael 'Mike' Dumais to Board of Directors AND Regis Corporation Announces Appointment of William “Bill” Charters as Independent DirectorMM: ChatGPT's “Honest Reaction” to a “Song” Composed Entirely of Gas-Passing Noises Will Make You Question Whether It's Honestly Evaluating Your Other Brilliant IdeasWho Won the Week?DR: Wesley BushMM: Anyone who wants to cause “critical harm” to societyPredictionsDR: Wharton creates two new MBA courses inspired by Allbirds: MKTG 655: Consumer Gaslighting & The Algorithmic Pivot and MGMT 910: Advanced Failing UpwardsMM: In 2027, Reed Hastings will be elected as an independent director at Netflix

Planetary Radio: Space Exploration, Astronomy and Science

Four astronauts — Commander Reid Wiseman, Pilot Victor Glover, Mission Specialists Christina Koch and Jeremy Hansen — are on their way around the Moon, on a journey that will take them farther from Earth than any human has gone before. This week on Planetary Radio, we bring you the sounds of launch day and the voices of the people who lived it. You’ll hear from the engineers who built the spacecraft, including Mark Tobias, chief engineer at Northrop Grumman, Jan-Henrik Horstmann, European Service Module team leader at ESA, and Debbie Korth, deputy manager of NASA's Orion Program. U.S. Representative Mike Haridopolos and Senator and former astronaut Mark Kelly share their perspectives from the ground. Canadian Space Agency astronaut Joshua Kutryk reflects on what it means for Canada to have one of their own heading to deep space for the very first time. NASA Chief Exploration Scientist Jake Bleacher and Lisa Carnell, director of Biological and Physical Sciences at NASA's Science Mission Directorate, break down some of the research happening on this mission. NASA astronaut Steve Bowen shares what it feels like to watch a crew launch knowing exactly what they're about to experience. And Joel Kearns, NASA's deputy associate administrator for exploration, reflects on what this moment means for the future of human spaceflight. Plus, Planetary Society Science Editor Asa Stahl and Digital Community Manager Ambre Rose Trujillo, share what it was actually like to be there on launch day. And Planetary Society Chief Scientist Bruce Betts joins us for What's Up, with a look at what we've learned about the Moon since the Apollo era. Discover more at: https://www.planetary.org/planetary-radio/2026-artemis-ii-launchSee omnystudio.com/listener for privacy information.

Defense & Aerospace Report
Defense & Aerospace Daily Podcast [Mar 24, 2026] Echodyne's Eben Frankenberg on Affordable Electronically Scanned Radars

Defense & Aerospace Report

Play Episode Listen Later Mar 24, 2026 55:55


On today's Technology Report, Eben Frankenberg, the CEO and cofounder of the innovative radar company Echodyne, joins Defense & Aerospace Report Editor Vago Muradian to discuss how the company turned breakthrough meta-material technology into small and affordable electronically scanned radars for military and commercial applications; the birth of the company in 2014 as part of former Microsoft CTO Nathan Myhrvold's Intellectual Ventures firm to develop foundational technologies key for a future generation of autonomous systems; the company's commercial business model that in 2022 attracted $135 million from Microsoft co-founder Bill Gates, UK investment firm Baillie Gifford, Northrop Grumman and others; lessons from recent wars and growth prospects as anti-drone systems are prioritized worldwide, especially those with ITAR free technology; access to capital; how the Pentagon is changing how it does business with innovative companies; and navigating and surviving the Valley of Death.

Tiger Talk Podcast by Northeast Mississippi Community College

Northeast Mississippi Community College President Dr. Ricky G. Ford and Marketing and Public Relations Specialist Liz Calvery look at some of the big projects that are happening around campus. Dr. Ford shares news about the long-awaited renovations to Seth Pounds Auditorium, which officially began during Spring Break as crews fenced off and marked the area for construction. One of the college's first buildings, Seth Pounds is being transformed into one of the top auditoriums in the region, with an expanded stage designed to accommodate an orchestra and will host cultural events for both the college and the community. Ford also discusses new developments at the Northeast at Corinth campus, including facility expansions that will support the Alcorn County School District with concurrent enrollment opportunities and the creation of an Aerospace Technician lab in partnership with Northrop Grumman. Additional Booneville campus improvements include updated entrance signage to better guide students and visitors while reinforcing the college's community presence. Recreational enhancements are also underway, as the college adds pickleball and volleyball lines to the tennis courts beside the Haney Union, giving students more options for on-campus activities. One of the most impactful projects, according to Ford, is the buildout of the Career Technical Building in the former Corinthian building off Highway 4 -- a development that will significantly expand health science programs, boost enrollment, and provide more space for career-technical training to help prepare local workers for tomorrow's jobs. Plus, get the latest updates on athletics, academics, workforce development, and all the incredible things happening at one of the nation's premier community colleges.

Millionaire Mindcast
$1 Trillion Wiped Out? Nuclear War Talk, Market Volatility & The Best Buying Opportunity in Years | Money Moves

Millionaire Mindcast

Play Episode Listen Later Mar 4, 2026 47:48


Is the market actually crashing, or are we seeing a generational entry point? Hosts Matty A. and Ryan Breedwell break down the geopolitical shockwaves from the Middle East, the "Trump Conflict Playbook," and why smart money is buying the dip while everyone else panics.Key TakeawaysInstitutional Resilience: Despite headlines of a $1 trillion loss, major indices remained within normal volatility ranges. Institutional "smart money" bought back a majority of the midday pullback.Defense Sector Gains: Historically, wartime events involving US munitions and aerospace are positive for the domestic economy. Leading names like Raytheon, Lockheed Martin, Boeing, and Northrop Grumman are positioned for massive government contracts.Real Estate Distress: Commercial loans flagged for foreclosure in Texas topped $800 million for the fourth consecutive month. Roughly 70% of these properties are apartment complexes, signaling a major oversupply in previously "frothy" markets.Rate Cut Timeline: Goldman Sachs maintains that a June rate cut is the base case scenario. Current futures markets price in a 36% chance for June and a 43% chance for July.Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text  "XRAY" to 844-447-1555

Alles auf Aktien
Euer Hebel gegen hohe Energiepreise & Depot-Vorsorge für Notfall

Alles auf Aktien

Play Episode Listen Later Mar 3, 2026 25:22


In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über einen überraschenden Kurssprung bei Reedereien, einen Coup von Nvidia und eine Erholung beim Bitcoin. Außerdem geht es um Tui, Lufthansa, United Airlines, Delta Air Lines, American Airlines, Hensoldt, Renk, TKMS, Rheinmetall, Lockheed Martin, RTX Corporation, Northrop Grumman, Hapag-Lloyd, Maersk, Novo Nordisk, Coherent, Lumentum, BYD, Deutsche Telekom, Beiersdorf, Strategy, Coinbase, iShares MSCI World Energy Sector ausschüttend (WKN: A2PHCF), SPDR MSCI World Energy ETF thesaurierend (WKN: A2AGZ1), Euwax Gold 2 (WKN: EWG2LD) und Xetra-Gold (WKN: A0S9GB). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Mar 01 '26 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Mar 1, 2026 62:05


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

Airplane Geeks Podcast
883 Lockheed Constellation

Airplane Geeks Podcast

Play Episode Listen Later Feb 25, 2026 107:14


We take a look at the Lockheed Constellation with one of the last pilots to have flown the L-1649A Starliner Constellation. In the news, the ROTOR Act and an ADS-B In mandate, GAMA's annual Aircraft Shipment and Billing Report, the Government’s partial shutdown impact on the TSA, Government luxury jets, and a plan to market an Embraer aerial tanker. Also, an interview from the Singapore Airshow with a Product Development VP from Textron Aviation. Lockheed Starliner L-1649A flying in TWA colors. Guest Philip Kemp has been an Airline Transport Pilot for 17 years, and he has more than a little experience with the Lockheed Constellation. That connection came about in the 1980's after meeting Maurice Roundy, a Lockheed Constellation fan and collector of the airplane. Philip is one of the last pilots to have flown the L-1649A Starliner Constellation.  Philip describes the development of the Lockheed Constellation and its variants, and how the airliner was obsoleted by jet transports. He tells us about his adventures ferrying Connies, the remaining examples that still exist, and the sale of Maurice's Constellations, including an ultimately unsuccessful attempt by Lufthansa to make one of the aircraft flightworthy. Philip explains that N8083H is now at the TWA Hotel at JFK after a cosmetic restoration, N974R is with Kermit Weeks also for a cosmetic restoration, and that N7316C was shipped to Hamburg for the 100th Lufthansa anniversary. Ferry flight from Sanford, Florida, to Kermit Weeks’ Fantasy of Flight. October 2001. Philip started his career with Continental Express, and then he flew Part 135 jet charter with Charter Ops for two years. He returned to the airlines with SkyWest, then back to Continental Express (ExpressJet). Philip spent nine years with North American Airlines flying troops all over the world, and his last six years were with JetBlue. He was the Manager of Crew Training at Waltzing Matilda Aviation/Connect Airlines, a new Part 121 airline, flying Dash 8 Q400's. Philip is now looking for a good teaching opportunity in the aviation world. N8083H L-1649A at the TWA Hotel, JFK. N7316C and N8083H next to Maurice Roundy's airport house. Maurice Roundy, the day before the last flight. Lockheed 749 Constellation versus the Lockheed 1649A Starliner Constellation. See Ralph M. Pettersen’s Constellation Survivors Website. Aviation News After DCA crash, Congress acts to mandate decades-old aircraft tracking tech Automatic Dependent Surveillance-Broadcast (ADS-B) is an aviation system that uses GPS to determine aircraft position and also provides other flight information. ADS-B has two functions: ADS-B In and ADS-B Out. ADS-B Out broadcasts position and other identifying information, and has been required for many aircraft in the U.S. since 2020. ADS-B In receives transmissions from other aircraft and from ground stations. The bi-partisan Rotorcraft Operations Transparency and Oversight Reform (ROTOR) Act (S.2503) would require ADS-B out aircraft to have ADS-B In to display information about nearby traffic in the cockpit. The ROTOR Act was unanimously passed by the Senate in December 2025, and at the time of recording, a vote in the House was scheduled. House to vote Monday on ROTOR Act following deadly midair collision After recording, the House voted on the bill, but it did not pass due to insufficient votes. Under the ROTOR Act: FAA must issue final rules for ADS‑B In equipage not later than 2 years after enactment, effective within 60 days of publication. The final rule has a fleet-wide compliance deadline of December 31, 2031, for affected aircraft, with at most a 1‑year extension for certain operators. FAA must start regular briefings and public reports on the rulemaking status within 180 days after enactment and then every 90 days. GAMA Reports Strong 2025 for OEMs The General Aviation Manufacturers Association (GAMA) released its 2025 Aircraft Shipment and Billing Report: Airplane shipments in 2025 compared to 2024: Piston airplanes flat (+0.6%) Turboprops declined by 5.1% Business jets increased 11.8% with 854 units. The value of airplane deliveries for 2025 was $31.0 billion, an increase of 16.1%. Helicopter shipments in 2025 compared to 2024: Piston helicopters were down 2% Turbine helicopters down 2% (preliminary) The preliminary value of helicopter deliveries for 2025 was $4.7 billion, an increase of approximately 5.5%. Homeland security reverses course on TSA PreCheck suspension Citing staffing shortages caused by the partial government shutdown, the Department of Homeland Security (DHS) initially suspended the TSA PreCheck and Global Entry airport security programs. Soon thereafter, DHS revised the directive in a social media post saying, “TSA PreCheck remains operational with no change for the traveling public. As staffing constraints arise, TSA will evaluate on a case-by-case basis and adjust operations accordingly.” Chris Sununu, president and CEO of the trade association Airlines for America, said in a statement that the group “is deeply concerned that TSA PreCheck and Global Entry programs are being suspended and that the traveling public will be, once again, used as a political football amid another government shutdown”. Geoff Freeman, head of the US Travel Association, accused Democratic and Republican lawmakers of putting politics first. “Air travel is essential for our economy and daily life, and it's disgraceful for travel to be used as leverage in political disagreements,” he said in a statement. No Expense Has Been Spared’: Inside a Luxury Jet DHS Wants to Buy for Deportations DHS has been leasing a Boeing 737 Max 8 featuring bedrooms, showers, a kitchen, four large flat-screen TVs, and a bar. Immigration and Customs Enforcement (ICE) is asking the OMB to approve its purchase of the jet for $70 million. ICE says that it would be used for deportations and travel for Cabinet officials. A DHS spokesperson said, “at least one of the bedrooms is currently being converted for seating to prepare the aircraft to meet the demands of its deportation mission set.” In a statement, a DHS spokesperson said, “This plane flies at 40% cheaper than what the military aircraft flies for ICE deportation flights—saving the American taxpayer hundreds of millions of dollars. This is part of Secretary Noem's broader efforts to clamp down on inefficiencies and save taxpayer dollars.” DHS Secretary Kristi Noem Spends $200 Million of Taxpayer Money on Pair of Gulfstream G700 Private Jets During Government Shutdown House Appropriations Committee Ranking Member Rosa DeLauro (CT-03) and Homeland Security Subcommittee Ranking Member Lauren Underwood (IL-14) requested more information from the Secretary regarding the purchase, which does not align with earlier funding requests for the Department. Northrop, Brazil's Embraer partner on KC-390 to pitch US, others Under a memorandum of understanding, Embraer and Northrop Grumman are looking at adding an autonomous boom refueling system to the KC-390 Millennium, which currently employs a hose and drogue system. A new boom would enable the tanker to refuel U.S. Air Force aircraft. Singapore Airshow 2026 Brian Coleman brings us interviews from the Singapore Airshow. In this episode, he talks with Jimmy Beeson, Textron Aviation Inc. VP of Product Development. Mentioned Fantasy of Flight Alaska Airlines’ 20-minute baggage guarantee Hosts this Episode Max Flight, our Main(e) Man Micah, and Brian Coleman

The First Customer
The First Customer - Owning the Backend Instead of Renting It with Founder Matt Cullerton

The First Customer

Play Episode Listen Later Feb 25, 2026 33:38 Transcription Available


In this episode, I was lucky enough to interview Matt Cullerton, founder of Mavric Tech and creator of Apso. Matt reflects on growing up in Reston, Virginia, early lessons from working in restaurants, and his first venture — an independent music label launched while working at Northrop Grumman. From navigating the volatility of the music industry — including brushes with artists like Diplo — Matt shares how those formative experiences shaped his resilience and people-first mindset.Matt also discusses his philosophy of fairness in leadership, particularly within development teams, and how core values serve as operational anchors in a client-services environment. He opens up about the discomfort of cultivating a personal brand as an engineer, the challenge of separating identity from business, and his long-term vision for scalability. Finally, Matt takes a deep dive into Apso — a platform born from real-world agency needs — and shares his perspective on balancing product development with a thriving services business, all while staying grounded in authenticity.Discover how Matt Cullerton blends engineering discipline with human-centered leadership in this  episode of The First Customer!Guest Info:Mavric Technologyhttp://mavrictech.comMatt Cullerton's LinkedInhttps://www.linkedin.com/in/mattcullerton/Connect with Jay on LinkedInhttps://www.linkedin.com/in/jayaigner/The First Customer Youtube Channelhttps://www.youtube.com/@thefirstcustomerpodcastThe First Customer podcast websitehttps://www.firstcustomerpodcast.comFollow The First Customer on LinkedInhttp://www.linkedin.com/company/the-first-customer-podcast/

Transition Drill
236. Advice to Help Veterans Succeed in Their Civilian Transition: Marine Corps SgtMaj Ret. Joshua Celis

Transition Drill

Play Episode Listen Later Feb 23, 2026 132:28


Joshua Celis, Marine Corps Combat Veteran, in Episode 236 of the Transition Drill Podcast, shares his 23-year career, combat deployments, and transition, where he explains the emotional and practical challenges of stepping away from the uniform, the importance of early preparation, education, and networking, and the reality that senior rank doesn't automatically translate to civilian success.Josh was raised between Houston and a tiny East Texas town got pulled out of a rough track, found structure through sports, and then chose the Marine Corps when college felt out of reach. From the start, Joshua's story is about momentum, consequences, and learning the hard way that “I don't have time” usually means “it's not my priority.”He talks about early fleet life in communications, including getting shot in the head in while stationed in Hawaii that exposed how differently the military handled injuries back then and what he'd do as a senior leader looking back. From there, his career builds: deployments that came faster after 9/11, a first Iraq deployment in 2005, and then as a sergeant, leading in Afghanistan, advising Afghan Army counterparts while managing the pressure that comes with real responsibility. He also talks about the “yin yang” of recruiting duty in Houston, returning to the operating forces, and how key mentors and leaders shaped the way he led Marines as he moved into senior ranks.The second half of the conversation is all transition. Joshua explains why he started planning earlier than most, how education and certifications changed his options, and why senior leaders often need the most space to detach and reset. He breaks down SkillBridge honestly, including what didn't work, the stress of rejection, and how networking, making friends, and showing up in person is what finally landed him a role in San Diego with Northrop Grumman. He lays out what he'd do differently, what most people underestimate, and what actually carries you through when the uniform comes off.CONNECT WITH THE PODCAST:Instagram: https://www.instagram.com/paulpantani/WEBSITE: https://www.transitiondrillpodcast.comLinkedIn: https://www.linkedin.com/in/paulpantani/SIGN-UP FOR THE NEWSLETTER:https://transitiondrillpodcast.com/home#aboutQUESTIONS OR COMMENTS:paul@transitiondrillpodcast.comSPONSORS:GRND CollectiveGet 15% off your purchaseLink: https://thegrndcollective.com/Promo Code: TRANSITION15Blue Line RoastingGet 10% off your purchaseLink: https://bluelineroasting.comPromocode: Transition10Frontline OpticsGet 10% off your purchaseLink: https://frontlineoptics.comPromocode: Transition10

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Feb 22 '26 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Feb 22, 2026 58:38


On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss an up week on Wall Street on the Supreme Court's decision that some of President Trump's tariffs under the International Emergency Economic Powers Act were illegal; what's next for nearly $200 billion in tariff revenue collected over the past year as the president imposes new tariffs under other legislation; US threat of retaliation if Europe shifts away from buying American systems in favor of domestic weaponry; India's Rafale order including 31 naval variants of the Dassault fighter; Canada's new National Defense Strategy; Northrop Grumman partnership with Embraer to help market the KC-390 tanker-transport in the United States; impact on Leonardo's C-27 production line after Saudi Arabia's ordered for four of the transports in a maritime patrol configuration for delivery in 2029; Airbus earnings including frustrations with Pratt & Whitney; and BAE Systems' investors call.

Good Morning, HR
Driving Employee Engagement Through Trust and Autonomy with Yoram Solomon

Good Morning, HR

Play Episode Listen Later Feb 19, 2026 50:27


In episode 240, Coffey talks with Yoram Solomon about motivating disengaged employees by building trust, increasing autonomy, and aligning intrinsic motivation with meaningful work.  They discuss quiet quitting and job hugging trends in uncertain economic times; intrinsic versus extrinsic motivation using the car engine analogy; why pay and bonuses fail as long-term engagement strategies; the critical link between trust, autonomy, and employee engagement; why trustworthiness matters more than intelligence or effort; how micromanagement destroys creativity and productivity; designing roles that fit personality and tolerance for repetitive work; diagnosing turnover caused by boring or monotonous jobs; involving employees in organizational change initiatives; rebuilding lost trust through accountability and ownership; and why leadership should be treated as a profession rather than a promotion.  For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP240  Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com.   If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com.   About our Guest:  Dr. Yoram Solomon is one of the world's leading experts on trust. He's the author of The Book of Trust and The Trust Premium, host of The Trust Show podcast, and creator of the Trust Habits® process. A 3-time TEDx speaker and founder of the Innovation Culture Institute®, Dr. Solomon has worked with organizations like AT&T, Dannon, Northrop Grumman, and HR.com. His research-backed, no-BS approach challenges conventional wisdom on leadership, culture, and motivation—and replaces it with brutally honest, practical strategies that actually work. With a PhD in organization and management, and a background that spans tech, military, law, and education, he brings a rare combination of academic depth and real-world experience. Whether he's on stage, on TV, or in the boardroom, his message is simple: trust isn't fluffy—it's measurable, learnable, and the most powerful driver of performance.  Dr. Yoram Solomon can be reached at: https://www.yoramsolomon.com  https://www.linkedin.com/in/yoramsolomon  https://www.instagram.com/yoramsolomon  https://www.facebook.com/TheBookofTrust https://x.com/yoramsolomon  https://www.youtube.com/@TheTrustShow   About Mike Coffey:  Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association.  Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year.  Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth.  Learning Objectives:  Differentiate between intrinsic and extrinsic motivation in workplace performance. Identify how trust and autonomy directly impact employee engagement and retention. Apply practical strategies to rebuild trust and increase motivation during organizational change. 

NucleCast
Robert Peters: Greenland, Could it Become the Next Flashpoint Between US, Russia, and China?

NucleCast

Play Episode Listen Later Feb 10, 2026 30:53


Greenland's strategic importance is hotter than ever—and the questions about the U.S. desire to secure access aren't just political posturing. In this eye-opening episode, defense expert Bob Peters from the Heritage Foundation reveals why Greenland is a critical security linchpin for North America, and why fears of U.S. invasion are utterly unfounded.From Cold War radar stations to today's race to contain Chinese and Russian influence in the Arctic, Bob unpacks the real reasons Greenland matters—its location, resources, and the growing geopolitical contest. You'll discover how Arctic nations are competing for dominance, why China's icebreakers signal a serious threat, and how the U.S. plans to boost its defenses without breaking NATO.We break down the myths surrounding President Trump's stance on Greenland, revealing that hyperbole and strategic signaling drive much of the chatter. Plus, insights into how Greenland's potential independence could reshape regional power dynamics and why the U.S. relationship with Denmark remains vital.If you care about national security, Arctic geopolitics, or the future of NATO, this episode is essential listening. Bob's straightforward analysis cuts through the noise—arming you with the knowledge to understand why Greenland is much more than a distant ice patch, but a battleground of influence that could define the next decade of global power.Robert Peters is a Senior Research Fellow for Strategic Deterrence in The Heritage Foundation's Allison Center for National Security. For many years, Peters served as a Senior Research Fellow at National Defense University's Center for the Study of Weapons of Mass Destruction, where he focused on nuclear deterrence issues, countering weapons of mass destruction, and counterproliferation. In the first Obama Administration, Peters served as the Special Advisor for Countering Weapons of Mass Destruction in the Office of the Secretary of Defense, where he worked on the New START nuclear arms control treaty, the 2010 Nuclear Posture Review, and the 2010 Quadrennial Defense Review. In addition, Peters held positions at Northrop Grumman and the Potomac Institute for Policy Studies.A prolific writer, Peters' published works include examinations of the impact of Chinese nuclear expansion and Russian withdrawal from arms control, the prospect for future arms control, the need for a new nuclear posture review, and the mission to eliminate North Korean weapons of mass destruction.Socials:Follow on Twitter at @NucleCastFollow on LinkedIn: https://linkedin.com/company/nuclecastpodcastSubscribe RSS Feed: https://rss.com/podcasts/nuclecast-podcast/Rate: https://podcasts.apple.com/us/podcast/nuclecast/id1644921278Email comments and topic/guest suggestions to NucleCast@anwadeter.org

Eye On Annapolis Daily News Brief
Daily News Brief | January 30, 2026

Eye On Annapolis Daily News Brief

Play Episode Listen Later Jan 30, 2026 24:26


If you give us about fifteen minutes a day, we will provide you with all the local news, sports, weather, and events you can handle. SPONSORS: Many thanks to our sponsors… Annapolis Subaru, the SPCA of Anne Arundel County, MacMedics, and  Hospice of the Chesapeake.  Today... A shooting at the Northrop Grumman facility in Linthicum left a contracted security guard dead, and police are still sorting through what led up to it. Investigators also released new details in the Harwood case, where a married couple was found dead inside their home. There's also a major leadership hire at the Boys & Girls Clubs of Annapolis & Anne Arundel County, a countywide Black History Month calendar from the library system that's loaded with films, music, and local history, and a Super Bowl weekend neighborhood challenge that turns friendly competition into real help for local food pantries. We'll walk you through them all and why it matters on today's DNB! DAILY NEWSLETTER LINK: https://forms.aweber.com/form/87/493412887.htm And like we do every Friday, Annapolis Subaru and I met up with some animals from the SPCA of Anne Arundel County. Check out this week's Canines & Crosstreks! The Eye On Annapolis Daily News Brief is produced every Monday through Friday at 6:00 am and available wherever you get your podcasts and also on our social media platforms--All Annapolis and Eye On Annapolis (FB) and @eyeonannapolis (X) NOTE: For hearing-impaired subscribers, a full transcript is available on Eye On Annapolis.

Squawk on the Street
Trump Sparks Defense Rally, Paramount Responds to WBD, Alphabet Leapfrogs Apple 1/8/26

Squawk on the Street

Play Episode Listen Later Jan 8, 2026 42:27


Carl Quintanilla, Jim Cramer and David Faber explored what to make of the rally in defense stocks such as Northrop Grumman — after President Trump called for a $1.5 trillion military budget for 2027. Breaking news from David on Paramount Skydance's response to Warner Bros. Discovery after WBD rejected its amended takeover offer. A mega-cap shift in big tech as Alphabet surpasses Apple to become the second-most valuable company. Also in focus: President Trump set to meet with oil company CEOs on Friday to discuss reviving the production of crude in Venezuela, Nvidia's H200 chips and China, Costco's sales beat, "Faber Report" on Elon Musk's lawsuit against OpenAI. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

WSJ Tech News Briefing
TNB Tech Minute: Nvidia Licenses Groq's AI-Inference Technology

WSJ Tech News Briefing

Play Episode Listen Later Dec 26, 2025 2:09


Plus: China sanctions U.S. defense companies and executives including Northrop Grumman, Boeing and Palmer Luckey over Taiwan arms sale. And Google will let users change their Gmail address. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices