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In this episode, Scott Becker highlights the sharp pullbacks in both Oracle and Bitcoin.
What happens when the women who live and breathe the unexplained step out of the shadows and take the lead? In this Cult of Conspiracy edition, we're pulling back the curtain on the female forces reshaping the supernatural world — KT Hollywood with her raw comic artwork, Stacey Ryall turning Australian hauntings into amazing E-zines, Coral Ann Lee carving her own path through Oracle cards and beautiful artwork, Alison Oborn uncovering the night inside South Australia's abandoned gaols and asylums, and Mary “Bloody Mary” Millan keeping New Orleans' darkest folklore alive through her haunted museum and spirit shop. These women aren't side characters — they're running the ghost tours, the research, the museums, and the stories everyone else is trying to decode. Perfect for viewers who crave haunted history, paranormal investigations, dark tourism, folklore, and the mysteries no one can quite explain.Black Friday sales on soon… keep your eyes out! — join now at www.cryptidwomenssociety.com〰〰〰〰〰〰〰〰〰〰〰〰〰〰〰〰〰〰
Send us a textOn this episode, we're talking about AI, the Fed, crypto, and housing --- and how those stories all suddenly collided this week. Nvidia's huge earnings beat briefly sent markets higher, but the rally fizzled fast as investors grew more anxious about a potential AI bubble. We walk through why valuations increasingly assume massive job displacement and unprecedented productivity gains, and why Oracle has become the market's “AI downside” hedge as its stock price collapses and its credit spreads blow out.Zooming out to the macro picture: delayed economic data finally hit, with job growth surprising to the upside, suggesting the Fed might not be delivering a December cut after all. Combine that with softening AI sentiment, and we're seeing a classic risk-off move: equities selling and cryptocurrencies like Bitcoin showing the most stress. Even though headline data looks fine, the real-world "vibes" (sorry, couldn't help ourselves) feel recessionary, with people struggling to find jobs while prices (especially housing prices) remain painfully high.That leads us into the debate over 50-year mortgages. We explain why extending mortgages just means paying interest for decades, barely building equity, and ultimately bidding home prices even higher. The idea of a transferable 50-year mortgage makes even LESS sense. It breaks basic collateral math and would require higher rates, not lower, to actually facilitate implementation. Sign up for our FREE LIVE Excel & Financial Modeling Masterclass here: https://courses.thewallstreetskinny.com/Nov2025-FMmasterclass-registration-page-1Learn more about 9fin HERE Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.
Daily Power Affirmations for your Creative Maniac Mind (in 60 Seconds)
Click here to Shop Affirmation Decks, Oracle Decks, and more! Use Promo code: RCPODCAST20 for 20% off your first order! Today's Power Affirmation: I drink libations of high vibrations. Today's Oracle of Motivation: When shit gets crazy, stay away from toxic distractions that might drown out your high vibrations. You have magic doing cartwheels inside your gut, waiting on your permission to come out and play. Release any doubt, attempting to sabotage your creativity. Kick your resistance gremlins in the teeth. Most of your worries will never happen, so do not give them power over you. Taking one small step will help propel you through anything life sends your way, even when the Cookie Monster steals your cookies. If you only drink libations of high vibrations, you'll never end up face-down-pants-down in the bushes. Designed to Motivate Your Creative Maniac Mind The 60-Second Power Affirmations Podcast is designed to help you focus, affirm your visions, and harness the power within your creative maniac mind! Join us every Monday and Thursday for a new 60-second power affirmation followed by a blast of oracle motivation from the Universe (+ a quick breathing meditation). It's time to take off your procrastination diaper and share your musings with the world! For more musings, visit RageCreate.com Leave a Review & Share! Apple Podcast reviews are one of THE most important factors for podcasts. If you enjoy the show, please take a second to leave the show a review on Apple Podcasts! Click this link: Leave a review on Apple Podcasts Hit “Listen on Apple Podcasts” on the left-hand side under the picture. Scroll down under “Ratings & Reviews” & click “Write A Review” Leave an honest review. You're awesome!
The market rallied this week following Nvidia's earnings, only for it all to come tumbling down on Friday as bitcoin, tech, AI, and bitcoin miners sold off. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Haley Thomson, the director of energy trading at Luxor Technology, joins us to talk about how AI demand is impacting the ERCOT power market. For news, we break down Nvidia's Q3 earnings and the market's Thursday morning reversal, dissect a load growth report that suggests there are currently 166GW of US load growth demand through 2030, and discuss Cipher's $830M extension with Fluidstack. And for this week's cry corner, The Financial Times is doing its best to report on AI like it has with Bitcoin. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Hash price at all-time low: $36.97/PH/day • Previous low was August 2024 at $38/PH/day • 166GW load growth projected through 2030 • Cipher's deal: $830M over 10 years • Google backstop: $333M revenue guarantee • Oracle lost $350B market cap post-AI deal Timestamps: 00:00 Start 01:56 Difficulty report 07:32 Nvidia smashes earnings 12:24 Grid Strategy Forecast Report 36:37 Cipher Fluidstack deal 39:25 Cry Corner: Oracle down bad?
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Sam Altman's admission that Google surpassed OpenAI in some areas 2) OpenAI getting thrown off the mark 3) What happens if Ai models commoditize? 4) Google surpasses Microsoft in market cap 5) Inside Google's rapid-fire comeback 6) Why Google's search business remains strong 8) Google's Gemini 3 marketing strategy 9) NVIDIA's earnings don't save the market 10) Oracle's rough few months 11) Jeff Bezos is a startup co-CEO again 12) Grok glazes Elon 13) AI music is... good? 14) May I meet you?? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Haley Thomson, the director of energy trading at Luxor Technology, joins us to talk about how AI demand is impacting the ERCOT power market. For news, we break down Nvidia's Q3 earnings and the market's Thursday morning reversal, dissect a load growth report that suggests there are currently 166GW of US load growth demand through 2030, and discuss Cipher's $830M extension with Fluidstack. And for this week's cry corner, The Financial Times is doing its best to report on AI like it has with Bitcoin. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Hash price at all-time low: $36.97/PH/day • Previous low was August 2024 at $38/PH/day • 166GW load growth projected through 2030 • Cipher's deal: $830M over 10 years • Google backstop: $333M revenue guarantee • Oracle lost $350B market cap post-AI deal Timestamps: 00:00 Start 01:56 Difficulty report 07:32 Nvidia smashes earnings 12:24 Grid Strategy Forecast Report 36:37 Cipher Fluidstack deal 39:25 Cry Corner: Oracle down bad?
Click here to Shop Affirmation Decks, Oracle Decks, and more! Use Promo code: RCPODCAST20 for 20% off your first order! Today's Power Affirmation: I store in my body that which I seek. Today's Oracle of Motivation: If you've lost your marbles, have you checked your pockets? Texting everyone in your phone about how shitty you feel after pounding margaritas with your BFF, "Blackout Becky", will only escalate the pity party for you and the unfortunate recipient of your complaints. Instead of channeling negative vibes to the peeps you love, slow down and focus on the support that you already have - like that fresh glass of hydrating water, the magic detox filter in your liver, or the hot rubber ducky bubble bath in your near future. When you take a ride on the pound-town-complain train, you never end up where you want to go. You just might find your marbles if you look inside your heart. Designed to Motivate Your Creative Maniac Mind The 60-Second Power Affirmations Podcast is designed to help you focus, affirm your visions, and harness the power within your creative maniac mind! Join us every Monday and Thursday for a new 60-second power affirmation followed by a blast of oracle motivation from the Universe (+ a quick breathing meditation). It's time to take off your procrastination diaper and share your musings with the world! For more musings, visit RageCreate.com Leave a Review & Share! Apple Podcast reviews are one of THE most important factors for podcasts. If you enjoy the show, please take a second to leave the show a review on Apple Podcasts! Click this link: Leave a review on Apple Podcasts Hit “Listen on Apple Podcasts” on the left-hand side under the picture. Scroll down under “Ratings & Reviews” & click “Write A Review” Leave an honest review. You're awesome!
Ignacio Vacchiano, country manager en Iberia de Leverage Shares, analiza el momento del mercado. En la sesión del jueves vimos fuertes caídas en los índices, arrastrados por el comportamiento de las tecnológicas y sobre todo de Nvidia. Llegó a subir casi un 6% en las operaciones posteriores al cierre, cayó más de un 3% al final de la sesión. Al mercado le preocupa sus cuentas por cobrar y los acuerdos que hay entre las grandes corporaciones, ya que para algunos tienen un carácter especulativo. “La caída del mercado no es por culpa de Nvidia”, asegura el invitado. Además, destaca que sus cuentas lo que implica es “cuánta demanda hay de la demanda de la inteligencia artificial y que convicción tienen sus clientes”. El miedo a la burbuja sigue latente. A pesar de ello, el analista destaca que “hay burbuja o ciertas valoraciones exageradas en muchos valores”. Uno de estos valores es Oracle, ya que su deuda neta se sitúa en 2,5 veces su ebitda. Después de dos meses de su acuerdo con Open AI, ha perdido en Bolsa más de 315.000 millones de dólares. A pesar de esto, el experto piensa que es más importante “seleccionar qué valores o sectores queremos estar y lo hemos visto”. Pone el ejemplo de Warren Buffet, que ha adquirido una participación de 4.900 millones de dólares en Alphabet el trimestre pasado. En el mercado también pesa el informe de empleo de septiembre, que sorprendió de forma positiva con la creación de 119.000 nuevos puestos de trabajo. Esto complica la decisión de tipos de la Reserva Federal, ya que da la razón a los miembros que quieren apostar por no bajar los tipos en la próxima reunión de diciembre. “Cada vez va a haber más disensión dentro de la Fed para poder bajar esos tipos como quiere Trump”, asegura el country manager en Iberia de Leverage Shares.
En el Radar Empresarial de hoy examinamos las enormes sumas que están destinando los principales gigantes tecnológicos a fortalecer su posición en el terreno de la inteligencia artificial. Las compañías más influyentes del sector se están moviendo mediante acuerdos de dimensiones históricas y alianzas estratégicas con las que buscan mantenerse a la cabeza en una competencia cada vez más intensa. Uno de los convenios más recientes involucra a tres actores clave: Nvidia, Anthropic y Microsoft. Tanto el fabricante de chips como la empresa fundada por Bill Gates han pactado una inversión conjunta de 15.000 millones de dólares en Anthropic, una de las start-ups más prometedoras y considerada rival directa de OpenAI. Nvidia aportará 10.000 millones, mientras que Microsoft cubrirá el resto, a cambio de que Anthropic destine 30.000 millones a tecnologías desarrolladas por ambas. Este movimiento, sin embargo, ha despertado inquietudes entre parte del mercado. Diversas voces especializadas advierten que la demanda de soluciones de inteligencia artificial crece a un ritmo multimillonario, pero aseguran que aún no existe suficiente infraestructura tecnológica para respaldar acuerdos tan colosales. Entre los críticos destaca Michael Burry, conocido por anticipar la crisis de 2008. En redes sociales compartió una imagen con los principales pactos empresariales de este año acompañada del mensaje: “Con el tiempo, esto será visto como un fraude, no como un simple fenómeno pasajero”. Sea o no una burbuja, el 2025 se ha convertido en el año de las grandes alianzas en IA. En apenas unas semanas, OpenAI firmó un acuerdo de 38.000 millones de dólares con Amazon para potenciar Amazon Web Services, y meses antes selló un pacto con Broadcom para desarrollar sus propios chips de inteligencia artificial. Otro movimiento relevante fue la inversión de 5.000 millones de dólares de Nvidia en Intel, con la que adquirió el 5% de la compañía. Pero el proyecto más ambicioso sigue siendo Stargate, impulsado por Oracle, OpenAI y SoftBank, que prevé destinar 500.000 millones de dólares en Estados Unidos para acelerar el avance de la inteligencia artificial. Solo el tiempo mostrará si estas apuestas derivarán en una crisis global o en una revolución tecnológica sin precedentes. Por ahora, lo indiscutible es que los grandes magnates del sector se están enriqueciendo rápidamente: según Forbes, veinte multimillonarios —entre ellos Mark Zuckerberg, Michael Dell y Steve Ballmer— han incrementado sus fortunas colectivamente en más de 450.000 millones de dólares desde comienzos de año.
In this episode of the Theory of Thinking Investment podcast, James Whelan and Heath Moss discuss the excitement surrounding Ashes Day, market insights, and the current economic landscape. They delve into the implications of market volatility, the impact of AI on investment strategies, and the significance of Oracle's credit default swaps. The conversation wraps up with a look at the ongoing appetite for funding in the AI sector.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
In this podcast, Edmund Shing (Global Chief Investment Officer) dicusses how investors' over-optimism has begun to cool, leading to a shift toward others sectors.Following the strong momentum led by technology stocks in the US and in Asia, concerns rose over the elevated valuations that tech stocks had reached.Over the last week, a mini correction was seen, sending among others bitcoin down by 29% and tech giant Oracle by 34% from its September highs. This setback of global and US stocks should not worry investors as the Nasdaq 100 index has merely returned to the level it had reached in early October.However, while more speculative names and the tech sector stumble, other sectors are taking over leadership of the global stock market. Pharmaceutical & biotech sectors are lately outperforming the Nasdaq Index. Another more surprising outperforming industry in November is Oil & Gas.We maintain our positive 12-month view on global stocks and would suggest that now is a good time to look at sectors and stocks displaying relative strength outside of technology.Hosted by Ausha. See ausha.co/privacy-policy for more information.
La Reserva Federal de Estados Unidos todavía puede recortar los tipos de interés "a corto plazo" sin poner en riesgo su objetivo de inflación. Este comentario del presidente de la Fed de Nueva York, John Williams, ha llevado a los operadores a cambiar las apuestas firmemente a favor de una reducción de tipos en diciembre. Incluso cuando otros funcionarios de la Fed siguen insistiendo en que las tasas deberían permanecer estables por ahora. Pero es uno contra muchos. Se vieron subidas claras en índices en la apertura pero luego movimientos de duda. Repasamos el mercado esta hora con Rafael Ojeda, de Ursus 3 Capital. Le preguntamos por Nvidia u Oracle, ACS y Técnicas Reunidas.
Jesús Sánchez-Quiñones, director general de Renta 4 Banco, analiza una sesión marcada por fuertes caídas globales tras los recortes en Wall Street. El retroceso de Nvidia, el aumento del riesgo en Oracle y las caídas en Asia reflejan una toma de beneficios generalizada. El informe de empleo en Estados Unidos, más sólido de lo previsto, reduce al 31% las probabilidades de una bajada de tipos por parte de la Fed en diciembre. Mientras parte del dinero rota hacia renta fija de corto plazo, los mercados se preguntan si estamos ante una simple corrección o algo más profundo.
A forint továbbra is 52 hetes csúcsokon kereskedik a fontos devizákkal szemben. A kamatkülönbözet ennek a fő hajtóereje. A japán jen ezzel ellentétben érdemi gyengülő hullámban van a japán hozamkörnyezet szignifikáns emelkedése mellett. A behemót amerikai technológia teljesen kettészakadt, az Alphabet és az Apple ereje mellett nagyon gyenge a Meta Platforms és az Oracle. A Fed nagy dilemmában lehet, miközben a piac árazza ki a kamatcsökkentési várakozásokat, addig közelít a leépítési cunami. Az Nvidia kirobbanó formában van továbbra is: az utolsó negyedéves árbevétel meghaladta a 2021-es és 2022-es összesített árbevételt. Kell-e majd jövőre a befektetőknek a dán dog az idei minták alapján?Jónap Richárd, Móró Tamás és Tunkli Dániel beszélgetése. Olvass minden nap a világ történéseiről egy Concorde-os szemüvegén keresztül: https://www.concordeblog.hu/Kövess bennünket minden csatornánkon:https://www.linkedin.com/company/concordecsoport/https://www.instagram.com/concordecsoport/https://www.facebook.com/concorde/https://www.youtube.com/@concorde_csoport
Tiktoks försäljning av den amerikanska algoritmen väntas snart vara i hamn. Nästa år är planen att teknikentreprenören Larry Ellison ska ta över ägarskapet, vilket ger företaget Oracle inflytande över hur data lagras och algoritmen styrs. Ellisons nära band till Donald Trump har fått spekulationerna att dra igång; kan köpet innebära att Tiktoks flöde anpassar sig efter presidentens preferenser? Gäster är Sophia Sinclair från SvD-podden Techbrief och USA-kännaren Jakob Stenberg som driver podden Kongressen.
This week we look at Inland Revenue's annual report for the year ended 30th June 2025, how it is managing its responsibilities and tax debt and the results of additional funding. with Oracle New Zealand's May 2025 results highlight the issues identified in Tax Justice Aotearoa's Big Tech, Little Tax report. An interesting Official Information Act request reveals how many taxpayers are reporting foreign investment fund income.
Your body already knows.It knows when something's right, when it's time to rest, when your next move is aligned. You just have to remember how to listen.This hypnotic journey is designed to be played as you drift to sleep at night. I'll guide you into the gentle space between waking and dreaming where your subconscious mind is open and receptive. From there, you'll reconnect to your body's wisdom and the intuitive signals that guide your every choice.Listen nightly for 30 days and notice the difference: you'll begin to sense your body's messages more clearly, trust them faster, and feel supported by your inner guidance in daily life.Your body is your oracle.CONNECT w/ LOVED ONES on the OTHER SIDE: https://www.jinaseer.com/email-lm-loved-ones// TIME STAMPS // 0:00 - 4:30 :: An intro and how to use this episode.4:31 - END :: Directive Hypnotic Journey: Your Body As An Oracle// MORE HYP JOURNEY INFO + PREP // Access the PDF, hypnotic track and more here - https://www.jinaseer.com/session-prepEpisode 3 - Anatomy of a Past Life RegressionEpisode 214 - Awareness: Your New RealityEpisode 215 - Anatomy of a Hypnotic Journey: Another Lifetime, Higher Self & SuggestionEpisode 237 - Clear & Kind Communication With your Body | Theme Preview// THE VIDEO //This sunset is from October in Joshua Tree National Park. I was set to do the longest hike I've ever done solo the day after this sunset. As I was sitting here I was looking at the trail maps (as I do hundreds of times before a big effort) and freaking myself out. I realized, "Oh I'll be hiking behind the mountains in the distance BEFORE the sun rises tomorrow." GULP. Nervousness elevated. I got to to the trail head the next morning and it was so dark I spent an hour getting the courage to begin. An intense morning. Hahahahaha. I did it tho! 37 mile hike in just under 11 hours on the California Riding and Hiking Trail in JTNP. A trail I've been stalking for years. I'm proud :) The video for this episode is available on...Youtube - http://www.youtube.com/@JinaSeerSpotify - https://open.spotify.com/show/2QVHsoLED5BZdHu5uMSG0s?si=jUnbXB6zTfqA2QUopImbKg// SUBSCRIBE + LEARN MORE // SeerSessions.com and SeerSessions.com/subscribe to get on my email list.
How does the Federal Reserve actually supply liquidity to the financial system? And why have markets become so dependent on the Fed since 2008? Lance Roberts & Michael Lebowitz break down the complete Fed liquidity toolkit—from QE and QT to the Standing Repo Facility, IORB, ON RRP, OMO, and the Discount Window—and explain why these tools create the “floor and ceiling” of overnight rates. 0:00 - INTRO 0:18 - Nvidia Kill It; Rate Cut Odds Decline 4:06 - Markets Under Pressure; Setting Up for Rally 10:29 - Markets' Post-Nvidia Relief Valve 15:53 - Oracle, CoreWeave, and CDS's Explained 18:24 - Is There Enough Credit to Fund AI Buildouts? 20:30 - Financial Markets are Like Consumers - they'll find the money 22:16 - Begging for ETF's - Be careful what you ask for 25:20 - Centralized Financial Markets are Swallowing BitCoin 28:24 - How the Fed Controls Liquidity 30:11 - Why is There Stress in the Liquidity Markets? 37:18 - The Linkage Between Liquidty & Function of Economy 39:04 - The Fed is Closer to QE Than Anyone Thinks 39:54 - Today's YouTube Poll 41:14 - What Will Markets Do Today?
How does the Federal Reserve actually supply liquidity to the financial system? And why have markets become so dependent on the Fed since 2008? Lance Roberts & Michael Lebowitz break down the complete Fed liquidity toolkit—from QE and QT to the Standing Repo Facility, IORB, ON RRP, OMO, and the Discount Window—and explain why these tools create the "floor and ceiling" of overnight rates. 0:00 - INTRO 0:18 - Nvidia Kill It; Rate Cut Odds Decline 4:06 - Markets Under Pressure; Setting Up for Rally 10:29 - Markets' Post-Nvidia Relief Valve 15:53 - Oracle, CoreWeave, and CDS's Explained 18:24 - Is There Enough Credit to Fund AI Buildouts? 20:30 - Financial Markets are Like Consumers - they'll find the money 22:16 - Begging for ETF's - Be careful what you ask for 25:20 - Centralized Financial Markets are Swallowing BitCoin 28:24 - How the Fed Controls Liquidity 30:11 - Why is There Stress in the Liquidity Markets? 37:18 - The Linkage Between Liquidty & Function of Economy 39:04 - The Fed is Closer to QE Than Anyone Thinks 39:54 - Today's YouTube Poll 41:14 - What Will Markets Do Today?
Click here to Shop Affirmation Decks, Oracle Decks, and more! Use Promo code: RCPODCAST20 for 20% off your first order! Today's Power Affirmation: I am fucking made for this! Today's Oracle of Motivation: You were made specifically for these times; otherwise, you wouldn't be here. Your mission is to help interpret the messages Earth sends us so we can move toward ultimate community, peace, love, truth, and constructive creativity. We cannot do that if we deny our magic, our powers, and our miracles. Today, see if you can make peace with yourself and shift your mind away from fear and disease and into love and acceptance. Look at yourself in the mirror and say I love you until you cry or laugh. You are loved. You are protected. You are perfect just as you are. You are fucking made for this! Designed to Motivate Your Creative Maniac Mind The 60-Second Power Affirmations Podcast is designed to help you focus, affirm your visions, and harness the power within your creative maniac mind! Join us every Monday and Thursday for a new 60-second power affirmation followed by a blast of oracle motivation from the Universe (+ a quick breathing meditation). It's time to take off your procrastination diaper and share your musings with the world! For more musings, visit RageCreate.com Leave a Review & Share! Apple Podcast reviews are one of THE most important factors for podcasts. If you enjoy the show, please take a second to leave the show a review on Apple Podcasts! Click this link: Leave a review on Apple Podcasts Hit “Listen on Apple Podcasts” on the left-hand side under the picture. Scroll down under “Ratings & Reviews” & click “Write A Review” Leave an honest review. You're awesome!
Gemini 3.0 just dropped, grabbing the "Best LLM" crown and completing Google's epic AI comeback! We break down the need-to-knows, including:Google's ambitious Antigravity agent-first IDE.Why G3 broke every benchmark except coding.The rise of AI-generated music (1 in 3 streams!).The truth about AI's water usage.The winners and losers after Gemini 3 Day.Plus: A check-in on the AI bubble after Oracle's Open AI deal crash.
In today's Cloud Wars Minute, I reveal how Palantir leapfrogged the competition with 63% cloud growth, shaking up the Cloud Wars Top 10.Highlights00:14 — Periodically, I do an update on what I call the Cloud Wars Growth Chart. The latest list shows that Palantir — new to the Cloud Wars Top 10 — is number one in fastest growth, by a long shot. Google Cloud, which for the last six quarters had been the fastest growing, is now in the number two spot. Oracle comes in at number three.01:06 — So let's see here: Palantir — look at this — 63% growth to $1.12 billion. Previous quarter growth rate: 48%. Pretty nice when you can go from 48% to 63% in a market like this. So the question is: What is Palantir doing that has allowed them to grow at these dramatically higher growth rates?02:05 — Number two, Google Cloud. 34% growth to $15.2 billion. That's an acceleration from the previous quarter's 32% growth. The third: Oracle. 28% growth, $7.2 billion in cloud revenue — up from 27%. SAP grew 27% in Q3, $6.14 billion. Previously 28%. Then Microsoft grew 26% in cloud revenue to $49.1 billion for the quarter, down from the previous quarter's growth rate of 27%.03:07 — We saw growth throughout the Cloud Wars Top 10. Six of the nine that report their cloud revenue said that they are seeing accelerating growth from one quarter ago to their most recent quarter. So six out of nine growth rates going up, even as they're getting bigger. Now the outlier there is IBM, which does not break out its cloud revenue.03:47 — The other big thing I see coming along is that we are moving into a place now where it's becoming fuzzy between cloud and AI. Because cloud, after all, is the delivery vehicle that has made AI now something accessible to every individual in the world.04:40 — So, we see these sort of intertwined, bonded pairs of cloud and AI. It's been fascinating to watch this. And these growth rates show the market is getting hotter. These companies are growing faster — for the most part — remarkable. So, hats off to Palantir, Google Cloud, Oracle, and all the others on this list. Visit Cloud Wars for more.
After 20+ years at some of the most important Silicon Valley tech companies like Yahoo, LinkedIn, Oracle, Informix and NerdWallet, Bhaskar today leads investment of enterprise infrastructure companies at 8 VC.Bhaskar Ghosh spent 20+ years at some of the most important Silicon Valley tech companies before moving into venture capital as a Partner at 8VC.After completing his PhD in computer science from Yale, he worked across Yahoo, LinkedIn, Oracle, Informix and NerdWallet. He brings this experience to founders building the next generation of enterprise infrastructure companies.In this episode Bhaskar explains how IT services are being reimagined for India, a country that over the last 25 years turned its skilled workforce into a global services engine. We discuss the shift happening inside workflows most people do not think about: mid-office ops, call centers, insurance, travel and HR. These are areas where thousands of people move information every day, and where AI is now good enough to take over entire workflows.Bhaskar talks about the founders already building in this space, including those buying traditional services companies and rebuilding them with AI at the core. He also explains why this new wave will not behave, scale or be valued like SaaS, because this is no longer pure software. It is the reinvention of services.If you are a founder making engineering decisions, someone curious about the less visible layers of software, or interested in people who move technology forward, this conversation with Bhaskar is for you.00:00 –Trailer03:03 – How India will reimagine IT services (TCS, Infosys)04:32 – “why now” of services06:07 – How unstructured data became easier to handle?07:53 – What LLMs can do today with high precision10:35 – Use of GenAI will increase margins in services11:54 – Front & mid offices will become more productive and lean14:30 – Will a pure services business scale anymore?15:55 – Legacy service businesses + AI-first software20:04 – Real challenge to operate and scale such businesses20:33 – 3 reasons on why SaaS companies get higher multiples?22:06 – Network-effect players win big in SaaS24:18 – Replacing software v/s replacing services26:16 – Business without inherent network effects (yet)28:22 – Is AI unlocking TAM larger than Software era?30:57 – How prosperity of a country influences growth of Co's32:50 – India's tech talent is key to India-US corridor39:36 – Deeply disruptive AI Co's will come from India43:04 – How new-age AI services companies of India should grow in US?44:39 – Current BPOs have an unfair advantage47:21 – Will older BPOs understand the importance of AI?49:22 – A Moat in outcome-based pricing can replace old businesses51:50 – Has the US ever been sensitive to cost?55:23 – The new AI-enabled services have a Palantir-risk flavour58:47 – Where to build when model Co's eat forward & backward revenue?01:06:10 – What type of founding teams are needed?01:08:10 – How founders think about GTM is changing-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonSend us a text
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über das Feiern von Alphabet, den erfreulichen Rüstungs-Dämpfer, das endgültige Comeback von SMA Solar und die Crash-Risiken, die ihr unbedingt kennen solltet. Außerdem geht es um Berkshire Hathaway, Lowe's, Home Depot, Target, GE Vernova, Rheinmetall, Renk, Hensoldt, Heidelberg Materials, Adobe, Semrush, Palo Alto, Meta, Oracle. Unsere Black-Friday-Aktion ist gestartet! Für kurze Zeit gibt es das digitale WELT-Abo zum Aktionspreis von nur 1,49€ statt 3,49€ pro Woche, ein Discount von 57%. Top-Journalismus für schmale 6,45€ pro Monat unter welt.de/angebot. Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm 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.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! 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
November 2025 Sustainable Stock and ETF Picks… Includes stocks in the following sectors: hydrogen, AI infrastructure, wind, and climate transition. By Ron Robins, MBA Transcript & Links, Episode 161, November 21, 2025 Hello, Ron Robins here. Welcome to my podcast episode 161, published on November 21, 2025, titled "November 2025 Sustainable Stock and ETF Picks." This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 17 articles for you in this podcast! Note: Some companies are covered more than once. ------------------------------------------------------------- (1) A Look at 7 Hydrogen Energy Stocks: Trillion-Dollar Market Ignites Green Investment Boom I'm starting this podcast with an article on an energy segment that not many ethical and sustainable investors have much exposure to. Yet, it could be of interest to many. The article is titled A Look at 7 Hydrogen Energy Stocks: Trillion-Dollar Market Ignites Green Investment Boom. It's by Caroline Kong and on nai500.com. Here are some quotes. "With technological advancements and policy support, this vast market, with a potential scale of $11 trillion, is maturing at an accelerated pace. 1. Linde (LIN) has not only mastered efficient hydrogen compression and safe refueling technologies but also reduces the carbon footprint of hydrogen through carbon capture. The company's recent 100-megawatt renewable hydrogen plant project in partnership with Shell, expected to be operational by 2027, demonstrates its commitment to industrial layout. 2. Air Products (APD) is even more aggressive, currently operating over 100 hydrogen production plants worldwide with a daily capacity of 7 million kilograms. Its NEOM green hydrogen project in Saudi Arabia is 80% complete and expected to commence operation in 2027. The company is also advancing an $8 billion blue hydrogen project in Louisiana, a $3.3 billion blue hydrogen project in Canada, and a $360 million green hydrogen project in Arizona set to come online in 2026. 3. BP (BP) has positioned hydrogen energy as a key pillar of its strategy to achieve net-zero by 2050. The company plans to invest in 5-7 hydrogen and carbon capture projects globally. Its Lingen project in Germany, expected to be operational by 2027, aims to produce up to 11,000 tons of green hydrogen annually. However, BP recently canceled its HyGreen Teesside project, the UK's first planned green hydrogen project, and exited a planned project in Australia, reflecting the challenges the industry still faces on the path to commercialization. 4. Plug Power (PLUG) has deployed 72,000 fuel cell systems and operates 275 refueling stations in North America. The company is building an end-to-end green hydrogen ecosystem, with multiple green hydrogen production facilities expected to be operational before 2028. In October 2025, the company delivered its first 100-megawatt electrolyzer to Galp's refinery in Europe, signifying international recognition of its technology. 5. Bloom Energy (BE) stands out with its revolutionary solid oxide technology. The company's Bloom Electrolyzer is 15% to 45% more efficient than comparable products on the market, making it particularly suitable for decarbonizing energy-intensive industries like steel and chemicals. A recent collaboration with Oracle on powering data centers for AI workloads has opened up new growth avenues. The company has reported record revenue and profits for three consecutive quarters, demonstrating strong growth momentum. 6. Cummins (CMI) is deeply engaged in the hydrogen sector through its zero-emissions technology business unit, Accelera. In October 2025, the company successfully tested a prototype hydrogen-powered internal combustion engine in an intercity bus made by a Turkish-Japanese automotive joint venture, performing as well as a natural gas engine with significantly lower emissions. Simultaneously, it is supplying a 100-megawatt PEM electrolyzer for BP's project in Germany, showcasing its strength in hydrogen equipment manufacturing. 7. FuelCell Energy (FCEL) focuses on distributed baseload energy solutions, with its proprietary carbonate fuel cell and solid oxide electrolyzer technologies drawing attention. The company is developing large-scale hydrogen production systems based on solid oxide electrolyzers, targeting large manufacturing plants and data centers." End quotes. ------------------------------------------------------------- (2) 3 AI Infrastructure Stocks Solving the Power Crisis The second article features three stocks in an industry undergoing massive investment. The article is titled 3 AI Infrastructure Stocks Solving the Power Crisis. It's by George Budwell and found on fool.com. Here are some quotes from this article. "Artificial intelligence (AI) Hyperscalers are choosing data center locations based on power grid capacity rather than tax breaks or fiber access, and utility companies are scrambling to upgrade transmission infrastructure that wasn't designed for industrial computing loads… These three AI infrastructure plays capture unavoidable costs that scale with every new AI cluster, regardless of which chip architecture ultimately dominates. 1. Vertiv (NYSE: VRT) designs and manufactures thermal management systems, power distribution units, and turnkey modular data center halls for AI deployments… 2. Eaton (NYSE: ETN) manufactures electrical power distribution equipment, backup power systems, and control software for commercial and industrial customers, including data centers. The company's data center portfolio includes uninterruptible power supplies, power distribution units, switchgear, and busway systems that manage electricity from the utility connection down to individual server racks. 3. Quanta Services (NYSE: PWR) provides specialty contracting services for electric power, pipeline, and communications infrastructure, including the design and construction of transmission lines and substations… Recent revenue growth and a raised 2025 outlook reflect contracts tied to grid modernization projects that utility companies must complete before data centers can break ground. Quanta captures infrastructure spending that happens months or years before the first GPU gets racked, with multiyear project timelines providing visibility into revenue beyond 2026." End quotes. ------------------------------------------------------------- (3) Top Wind Energy Stocks to Add to Your Portfolio for Long-Term Growth Many analysts believe that, in addition to being negatively targeted by the Trump administration, this renewable energy sector has tremendous long-term potential. The article is titled Top Wind Energy Stocks to Add to Your Portfolio for Long-Term Growth. It's by Avisekh Bhattacharjee and found on finance.yahoo.com, though originally on zacks.com. The following are some quotes from the article. "The wind energy sector continues to gain traction with greater flexibility and scalability, despite a shift in the U.S. federal policy regarding offshore wind development projects. 1. Duke Energy (DUK) (DUK-PA) is a premier utility service provider offering efficient power and energy services. The Zacks Rank #2 (Buy) company is currently focused on expanding its scale of operations, implementing modern technologies at its facilities as well as enhancing its renewable generation portfolio by investing heavily in infrastructure and expansion projects… The company is investing heavily in constructing generation facilities that produce reduced CO2 emissions per unit of electricity generated compared with coal. Duke Energy Corporation (DUK): Free Stock Analysis Report. 2. Dominion Energy (D) is a major energy company engaged in regulated and non-regulated electricity distribution, generation and transmission businesses… Its long-term objective is to operate more battery storage, solar, hydro and wind (offshore as well as onshore) projects by 2036 and increase the renewable energy capacity by more than 15% per year, on average, over the next 15 years. Dominion Energy Inc. (D): Free Stock Analysis Report. By 2035, the Zacks Rank #2 company is working on offshore wind projects and battery storage projects to lower emissions. 3. PG&E (PCG) operates as the parent holding company of California's largest regulated electric and gas utility, Pacific Gas and Electric Company. The Zacks Rank #2 company's exposure in wind energy stems from the procurement of power from several renewable resources, including wind, and developing its wind farms… In the quarters ahead, PG&E's bottom line is expected to be driven by favorable decisions from the California Public Utilities Commission (CPUC), long-term supply agreements, diversification into alternative power sources and infrastructure improvement programs, resulting in rate base growth. Pacific Gas & Electric Co. (PCG) : Free Stock Analysis Report. 4. Portland General Electric (POR) generates power primarily from wind, solar and hydropower… The Zacks Rank #2 company is poised to benefit from strong industrial load growth… To further expand its renewable portfolio, Portland General Electric plans to add a significant clean power generation asset over the long term. Portland General Electric Company (POR): Free Stock Analysis Report." End quotes. ------------------------------------------------------------- (4) 5 Undervalued Stocks That Are Climate Transition Leaders For investors interested in climate transition-related stocks, this article could be of interest to you. It's titled 5 Undervalued Stocks That Are Climate Transition Leaders. It's by Stephen Ellis and found on morningstar.com. Here are some quotes on each of the stocks. "Our climate transition leaders' research from Morningstar Sustainalytics aims to identify front-runners in this space… Our inaugural list of 21 climate transition leaders looks at a wide spectrum of sectors… Below, we've also identified which ones look undervalued. 1. Clorox (★★★★★) (CLX) Since its beginning more than 100 years ago, Clorox has expanded to operate in a variety of consumer products categories, including cleaning supplies, laundry care, trash bags, cat litter, charcoal, food dressings, water-filtration products, and natural personal-care products. 2. Air Liquide (★★★★) (Liquide) The company generated approximately EUR 27.1 billion of revenue in 2024, serving a wide range of industries, including chemicals, energy, healthcare, food and beverage, and electronics. 3. Sanofi (★★★★) (SAN) Sanofi develops and markets drugs with a concentration in immunology, vaccines, and rare diseases… About 45% of total revenue comes from the United States, 20% from Europe, and 6% from China. 4. Henkel AG & Co (★★★★) (HEN) Two distinct customer groups constitute Henkel. The consumer segment (around 50% of consolidated 2024 sales) is laundry and home care, including the Persil and Purex laundry detergent brands, and beauty care, including the Schwarzkopf brand in haircare and the Dial brand in hand soap. The adhesives technologies segment makes up the remaining 50% of sales. 5. Pernod Ricard SA (★★★★) (RI) Through acquisitions, the firm has grown to become the world's second-largest distiller by volume, behind Diageo. Pernod Ricard possesses the most comprehensive spirits portfolio globally, distributing over 240 brands across 160 countries. To see the full list of Sustainalytics' Climate Transition Leaders, read this." End quotes. ------------------------------------------------------------- (5) America's Most Ethical Companies: 2025 Survey Results This next article features another company ranking. The cover article is titled America's Most Ethical Companies: 2025 Survey Results on marketbeat.com. It's also by MarketBeat Staff. Here are some quotes. "In a time when trust in big business can feel like a rare commodity, our survey shows that Americans still believe there are companies guided by conscience. More than 3,000 people across the country weighed in on which brands in their state they feel actually share their values." End quotes The top five ranked companies are Hershey Company (HSY), The Campbell's Company (CPB), Burt's Bees (owned by Clorex, CLX), Ocean Spray (is a co-op), and CVS Health (CVS). ------------------------------------------------------------- More articles from around the world with Sustainable Investment Picks for November 2025. 1. Title: Up 145% in 2025, This AI Infrastructure Stock Is Still Deeply Discounted on finance.yahoo.com. By Rich Duprey. 2. Title: Accenture a Top Socially Responsible Dividend Stock With 2.6% Yield (ACN) on nasdaq.com. By BNK Invest. 3. Title: Clean Energy's Rally Is Outpacing AI's in 2025. Here Are 3 Renewable Energy Stocks to Buy Now on fool.com. By William Dahl. 4. Title: Top 3 Stocks Powering the 6-Month 100% Gain in Clean Energy on fool.com. By Matthew Nesto. 5. Title: 3 Solar Stocks Our Top Chart Strategist is Watching as Energy Demand Surges on finance.yahoo.com. By Elizabeth H. Volk. 6. Title: Best Renewable Energy Stocks To Watch Now on marketbeat.com. By MarketBeat. 7. Title: Top 5 Greentech Stocks to Watch as Sustainable Investments Gain Momentum on and by Investing.com. 8. Title: URA, NLR, HYDR Stocks: Top Clean Energy ETFs for 2026 on marketbeat.com. By Nathan Reiff. 9. Title: 3 Alternative Energy ETFs That Are Crushing the Market This Year on investing.com. By MarketBeat.com. 10. Title: Investing in India's Green Future: Top ESG Stocks to Watch in 2026 on isfm.co.in. By Mr. Sushil Alewa. 11. Title: Clean Energy's Rally Is Outpacing AI's in 2025. Here Are 3 Renewable Energy Stocks to Buy Now on finance.yahoo.com. By William Dahl. 12. Title: 3 Alternative Energy Stocks to Watch Amid Near-Term Challenges on nasdaq.com. By Tanvi Sarawagi. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, "November 2025 Sustainable Stock and ETF Picks." Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these tumultuous and troubled times! Contact me if you have any questions. Thank you for listening. My next podcast will be on December 19th. See you then. Bye for now. © 2025 Ron Robins, Investing for the Soul
Tariff juggling - just moving them around - no studies, no rationale Big Moves - One of the worst Novembers since 2008 The Big Short - End of a Era? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Last Few Days for IBIT CTP - Closing Price This Friday - The Big Short - End of a Era? - What is happening to Bitcoin? - THC laws changing - interesting loophole closed Markets - Tariff juggling - just moving them around - no studies, no rationale - Big Moves - One of the worst Novembers since 2008 - Hindenburg Omen - Fed Losing Cred WHY? - If tariffs are not inflationary and this administration has brought down prices on groceries.... - President Trump signed an EO Friday lowering tariffs on beef, tomatoes, coffee and bananas, according to Bloomberg - So , just shooting from the hip on all of this are we? --- Seriously, where is the plan, where is the analysis, where are the results? Total horseshit More Tariffs - Switzerland and U.S. agree to trade deal; U.S. will lower tariffs to 15% from 39%; Swiss companies are planning to make direct investments in the USA amounting to $200 billion by the end of 2028 - Switzerland will reduce some import duties on US Imports - For other US export interests, a solution was agreed that takes Switzerland's agricultural policy interests into account: under the agreement, Switzerland will grant the US duty-free bilateral tariff quotas on selected US export products: 500 tonnes for beef, 1,000 tonnes for bison meat and 1,500 tonnes for poultry meat. - Furthermore, Swiss companies are planning to make direct investments in the USA amounting to $200 bln by the end of 2028. - What did we accomplish here? - Just going back to what it was with a slightly higher tariff on Swiss goods than before...BECAUSE WE WERE GETTING KILLED WITH FOOD COSTS Fed Update - Markets no longer view December as a sure bet - Lots of Fed speakers out with commentary that is hawkish - Currently, there is a 46% chance of a rate cut by 0.25% - a month ago it was at 95% - AND, they should not cut in the absence of all data (Stephan Miran looking for 0.50%, but he is a total tool) More Horseshit! - Former Federal Reserve Board Gov. Adriana Kugler broke the central bank's rules regarding stock trading, according to a report released by the U.S. Government Ethics Office. - Now we know why she abruptly resigned a few months ago - That disclosure shows two kinds of violations of Fed rules regarding financial transactions by senior officials at the central bank: purchases of stocks of individual companies, as opposed to mutual funds; and purchases of securities during so-called “blackout periods” leading up to and after Federal Open Market Committee meetings. - Oh - Supposedly her husband did it - but come on! - Fed losing more credibility - this is not the first time.... StampFlation - The Postal Service filed notice with the Postal Regulatory Commission for Shipping Services price changes to take effect Jan. 18, 2026. The proposed adjustments were approved by the governors of USPS this week. - The change would raise prices approximately 6.6 percent for Priority Mail service, 5.1 percent for Priority Mail Express service, 7.8 percent for USPS Ground Advantage and 6.0 percent for Parcel Select. BIG - Michael Burry, the investor whose successful bets against the U.S. housing market in 2008 were recounted in the movie "The Big Short," is closing his hedge fund, Scion Asset Management. - In a letter to investors dated October 27, a copy of which was seen by Reuters, Burry said he would liquidate the funds and return capital, "but for a small audit/tax holdback" by the end of the year. - "My estimation of value in securities is not now, and has not been for some time, in sync with the markets," Burry said in the letter. - Put on a big OPTIONS short on NVDA and PLTR - We checked and his Registration expired.. Has about $155 million under management - not so much.. - He hinted that he will be back doing something and will announce on November 25th... Softbank - We know that they CUT all of their NVDA holdings - Looking at the 13F, also cut ORCL - New position in INTC - Looking to raise significant cast to outlay to private companies over the next couple of months. - Stock is up 120% YTD, DOWN 12% last week - Did you know He had for many years the distinction of being the person who had lost the most money in history (more than $59 billion during the dot-com crash of 2000 alone, when his SoftBank shares plummeted), a feat surpassed by Elon Musk in the following decades. THC Blues ??? - A new ban, tucked into legislation ending the longest shutdown in history, outlaws products containing more than 0.4 milligrams of total THC per container. == Industry executives said that threshold will wipe out 95% of the $28 billion hemp retail market when it takes effect in a year. - 300,000 jobs could be effected ($28 billion annually) - Possible that state laws will win out, but clearly Federal laws are not going the way of the industry. - Concern that the blackmarket will grow again - However, this can be seen in several ways as it may be cleaning up some of the selling of things like Delta-8 those weird knock-offs seen at gas stations) UK Tax Scrap - British government bond yields rose sharply on Friday morning as investors react to reports that Finance Minister Rachel Reeves will scrap an expected increase in income tax. - The moves came as investors reacted to a report from the Financial Times of an income tax U-turn. - Remember that they did a similar plan a few years ago that caused major havoc with markets and currencies until they withdrew the idea. How Does This Work? - House Republicans drafting legislation that will redirect Affordable Care Act subsidies to individuals and away from health insurance companies, according to Politico Some Eco ...?? - Employment Situation for September 2025 that was supposed to be released on Friday, October 3, 2025, will now be release Thursday, November 20, 2025 8:30 AM ET - What about October? White House says it may NEVER be released Hindenburg Omen - There was some excitement in the world of technical analysis the past two weeks as we saw 5 separate signals fire for something called the Hindenburg Omen. This is a warning signal of trouble, but trouble does not always come. What is fair to say is that Hindenburg Omen signals have appeared at every major stock market top going back several decades. - According to Tom McClellan: The current count of 5 signals is not as big as some other clusters. But we got 4 signals in a cluster at the end of 2021, ahead of the 2022 bear market. So 4 is enough, if the market is inclined to live up to this warning. And 2 signals were enough back in December 2024 and March 2025 to tell us about the trouble in the market which unfolded in the April 2025 tariff reaction minicrash. But 5 is better. Pied Piper - Losing Followers - OpenAi plans to invest $1.4 Trillion over the next 5 years or so - Biggest beneficiary - Oracle - Stock went from $250 to $340 overnight - now a $220 (Full Round-trip) - Oracle is looking to raise $38 billion in debt sales to help fund its AI buildout, according to sources with knowledge of the matter who asked not to be named because the information is confidential. Bloomberg reported on the planned debt raise last month. Disney Earnings - Hmmmmm...... - Shares fall 8% as revenue misses - Digging in for a prolonged flight with YouTube - The company also missed quarterly revenue expectations as the cable weakness overshadowed strong growth in the company's streaming and parks businesses central to its growth. - Family of 4 - Trip to Disney - A 3-night trip with tickets and dining is estimated to be between $6,000 and $9,000 Starbucks - Can it get any worse for this company? - Starbucks Workers United launched a strike in more than 40 cities and 65 stores on the day of chain's Red Cup Day sales event. - NY incoming Mayor Mandami says there should be a total boycott of the stores - The union is pushing for improved hours, higher wages and the resolution of hundreds of unfair labor practice charges levied against Starbucks. Buffett - Berkshire - Berkshire Hathaway revealed a $4.3 billion stake in Google parent Alphabet (GOOGL), and further reduced its stake in Apple (AAPL), detailing its equity portfolio for the last time before Warren Buffett ends his 60-year run as chief executive officer. - They also sold more Bank of America - *6% reduction - although still the thrid largest stockholder - Sold homebuilder DR Horton - Bought position in Domino's Pizza and Chubb ---- DPZ chart looks terrible Over to China - Economy not getting any better - Fixed-asset investment contracted 1.7% for the first ten months of the year, steepening from a 0.5% decline in the January-to-September period. - Retail sales climbed 2.9% in October from a year earlier, softening from a 3% year-on-year rise in September. - Industrial output expanded 4.9% in October, a slowdown from a 6.5% rise in the prior month. - The last time China recorded a contraction in fixed-asset investment was in 2020 during the pandemic, according to data going back to 1992 from Wind Information, a private database focused on the country. Electric Prices - We know that the new wave of data centers are requiring HUGE amounts of energy to keep them running - Residential utility bills rose 6% on average nationwide in August compared with the same period in the previous year, according to the U.S. Energy Information Administration.
Follow Monstercat Silk on all platforms - https://monster.cat/silk Follow our playlists: https://ffm.bio/monstercat Tracklist 1. ORACLE - Reflections [Monstercat Silk] [00:35] 2. ORACLE - Sunrise [Monstercat Silk] [04:35] 3. ORACLE - Past Life [Monstercat Silk] [14:47] Silk Spotlight: 4. ORACLE - Mistakes [Monstercat Silk] [19:03] 5. EMBRZ - Slow Bloom [Colorize] [19:03] 6. Cloudcage & Jack Willard - Speak About It [Monstercat Silk] [22:07] 7. Massane & sadHAPPY - Breathe [This Never Happened] [26:15] 8. A.M.R & Aether - Without You [Monstercat Silk] [29:51] 9. Mango & Cloudcage - Snowglobe [Monstercat Silk] [33:19] 10. EMBRZ - Figured Out [Colorize] [37:35] 11. Ra5im - Zen [Monstercat Silk] [37:35] Silk Exclusive: 12. Dokho x Ra5im x Elliot Vast - Walking Away [Monstercat Silk] [44:05] 13. Dokho & Ra5im - Savaya Bay [Monstercat Silk] [48:05] 14. Cloudcage & Mango - Much Is Taken, Much Abides [Monstercat Silk] [51:01] 15. ORACLE & Holochrome - Till The End [Monstercat Silk] [55:01] Thank you for listening to Monstercat Silk Showcase! Learn more about your ad choices. Visit megaphone.fm/adchoices
If you want to understand data centers, the power grid crisis, and the real estate race behind the future of AI — this is the episode.Today on Commercially Speaking, we sit down with Simon Enwia, CCIM — a multi-state broker, tech-driven developer, and one of the few people specializing in data center development sites. And what he reveals is wild:Here's what you'll learn in this episode:Why data center vacancy is below 1% nationwideThe reason America will need 2x the power by 2030What makes land “powered land” — and why it's becoming the new goldThe exact criteria hyperscalers (Amazon, Meta, Google, Oracle) look forWhy data centers are now measured in megawatts per acre, not square footageHow the U.S. is locked in an AI arms race with ChinaThe brutal truth about NIMBY pushback and community approvalsWhy some utilities are charging $250,000+ just to get in line for power studiesThe four things every site absolutely must have:Simon breaks down the economics, the pipeline issues, the insane permitting timelines, and why the next decade of CRE may hinge entirely on data center development.This is the deep dive on data centers you've been looking for.
Your Scorpio Superpower is a Deep Knowing of Truth.Journeying around the zodiac with each new moon offers specific guidance for life and Soul direction.As a fixed sign, Scorpio symbolizes the conserving of emotional energy. This sign specializes in searching for the depth in whatever is not obvious.Looking inward and gaining an understanding of what is meaningful and worthwhile is essential. In terms of merging in an intimate way, there's the need to reach out and move toward others. This connection is most comfortably done on a one to one emotional level.Scorpio depicts the archetypes of the Scorpion and the Eagle, as well as being described in mythical literature as the “Phoenix bird”. Each symbol offers a meaning that presents a level of inner awareness and consciousness.This sign is associated with the subject of “depth/archetypal psychology”. The root or archetypal theme is about penetrating into the inner realm of the “Psyche”/Soul. It requires a willingness to use the intuitive, emotional feeling and sensing capacity to navigate through life experiences. Scorpio is not well understood because it operates, in great part, from the psycho-spiritual realm. The need to perceive the inner workings through the emotions, and soul experiences requires reference to the non-ordinary states of being.Scorpio is feminine water sign, meaning that it acts from a receptive activation. Most interesting though. is its guidance and rulership as well as co-rulership with Mars and Pluto. As 2026 moves forward into our collective consciousness, this watery, intuitive Scorpio connection is preparing all who are willing, to undertake a personal journey through this empowering lunar cycle. One of the keys to using Scorpio energy is being willing to investigate yourself from the inside out. Move into deep exploration of what feels beautiful, artful, creative and what aspects of your life you really value.Let those creative expressions come forth.Give yourself major self care through rest and relaxation.This Lunar cycle provides deep self understanding using the sign of Scorpio as an inner “Mirror”. Decide now to face what is not You, as you Stand and Face the Intention to plant and grow something new and worthy of the new you. Let's have an Astrology Conversation. I look forward to seeing you. Now is the time.https://www.soulsoundinsights.com/light-reading.htmlhttps://www.soulsoundinsights.com/music-musings-meditation.htmlI am proud to announce my new offering as a Certified Creative Depth Coach. As a Creative Depth Coach, I provide guidance, support and soul insights on how to discover, explore and navigate your life by recognizing your magnificent "Creative Genius". Some of my modalities and Soul tools are "Art as Process" EFT Tapping, Sound and Music for Inner Journeying , using the wisdom of Astrology, Tarot, Oracle and Numerology. l Enjoy Full Moon Lunar Eclipse in Taurus Drumming Video:https://vimeo.com/769123538/b344b2b541"Calling the Wild", Original Music by MaeRuth McCants
Click here to Shop Affirmation Decks, Oracle Decks, and more! Use Promo code: RCPODCAST20 for 20% off your first order! Today's Power Affirmation: By kissing my bliss, I electrify my relationship with life. Today's Oracle of Motivation: "When you follow your bliss, that thing that truly electrifies you, four things automatically happen: you put yourself in the path of good luck, you meet the people you want to know, doors open where there weren't doors before, and doors open for you that wouldn't open to anybody else." ~ Joseph Campbell Electrify yourself. Follow those smiles! Designed to Motivate Your Creative Maniac Mind The 60-Second Power Affirmations Podcast is designed to help you focus, affirm your visions, and harness the power within your creative maniac mind! Join us every Monday and Thursday for a new 60-second power affirmation followed by a blast of oracle motivation from the Universe (+ a quick breathing meditation). It's time to take off your procrastination diaper and share your musings with the world! For more musings, visit RageCreate.com Leave a Review & Share! Apple Podcast reviews are one of THE most important factors for podcasts. If you enjoy the show, please take a second to leave the show a review on Apple Podcasts! Click this link: Leave a review on Apple Podcasts Hit “Listen on Apple Podcasts” on the left-hand side under the picture. Scroll down under “Ratings & Reviews” & click “Write A Review” Leave an honest review. You're awesome!
In this episode of the Ardan Labs Podcast, Bill Kennedy talks with Catherine Johnson, VP of Global Solutions Engineering at Hydrolix, about her career journey through data management, scalability, and innovation. With a background spanning leadership roles at Hydrolix, Grafana Labs, and Oracle, Catherine shares insights into balancing engineering, entrepreneurship, and mentorship. She discusses the evolution of real-time data systems, the economics of storage, and the importance of data-driven decision-making. Catherine also opens up about taking a break from tech to teach dance, and how her passion for innovation and continuous learning fuels her leadership today.00:00 Introduction03:03 Data Management and Scalability05:58 Explosion of Data and Storage Needs09:01 Real-Time Data in Business14:49 Economics of Data Storage20:41 Education and Early Career31:09 Career Transitions and Growth46:10 Teaching Dance and Finding Balance53:16 Returning to Tech at Oracle01:08:10 Joining Elastic and Facing Burnout01:15:45 Leadership and Innovation at Hydrolix01:27:07 AI in Tech and Its LimitationsConnect with Catherine: LinkedIn: https://www.linkedin.com/in/catjopdx/Mentioned in this Episode:Hydrolix: https://hydrolix.io/Want more from Ardan Labs? You can learn Go, Kubernetes, Docker & more through our video training, live events, or through our blog!Online Courses : https://ardanlabs.com/education/ Live Events : https://www.ardanlabs.com/live-training-events/ Blog : https://www.ardanlabs.com/blog Github : https://github.com/ardanlabs
Official Emailtalkinwithtopher@gmail.comThe Mail Box Guys(facebook) https://www.facebook.com/share/1C6cbtm8eA/(instagram) https://www.instagram.com/the_mailbox_guys/?hl=enCryptid and Kin(instagram) https://www.instagram.com/cryptidandkin/?hl=en=(YouTube) www.youtube.com/@CryptidAndKinTopher's Social Media(linktr.ee) https://linktr.ee/talkinwithtopher(instagram) https://www.instagram.com/talkinwithtopher/?hl=en(twitter) https://twitter.com/_conderman(snap chat) https://www.snapchat.com/add/cconderman?share_id=HiV14moKPns&locale=en-US(tik tok) https://www.tiktok.com/@talkinwithtopher?lang=en(Facebook) https://www.facebook.com/christopher.condermanTime Stamps(00:00:00) Start(00:02:12) Breaking through the Red Tape(00:20:36) I'm Only watching Albanian News(00:22:43) 3I/ATLAS was a JOKE(00:33:31) Islam says NO more Dogs?(00:46:74) Jews and Transgenderize(00:52:11) You are just an antisemite(00:55:55) 5 steps to control by our old friend Bill G.(00:58:06) In 2006 Psychiatrist asked how many cured patients(01:06:22) What terrified Buzz Aldrin(01:16:46) Chat GPT ran by Demons(01:23:28) Terrifying conversation with Chat(01:25:34) Symbolism behind freemasons(01:30:15) Water powered car in 1974 suppressed by Big Oil(01:33:54) Oracle films - The Agenda | The Official 2025 TrailorEpisode Linkshttps://www.instagram.com/p/DQUkgBGkY0p/?utm_source=ig_web_copy_linkhttps://www.instagram.com/reel/DQP3ZnxkZBr/?utm_source=ig_web_copy_linkhttps://www.instagram.com/reel/DQHbtzHjmrG/?utm_source=ig_web_copy_linkhttps://www.reddit.com/r/DebateReligion/comments/oqtl9w/islams_harsh_stance_on_dogs_reveals_islam_to_be_a/?rdt=40371https://www.instagram.com/reel/DP_VyxVjmoc/?utm_source=ig_web_copy_linkhttps://www.instagram.com/reel/DN30jKzwsHI/?utm_source=ig_web_copy_linkhttps://www.instagram.com/reel/DOR5h2NDaQY/?utm_source=ig_web_copy_linkhttps://www.instagram.com/reel/DQMqyY5jeHB/?utm_source=ig_web_copy_linkhttps://www.instagram.com/reel/DQVKihsDhyF/?utm_source=ig_web_copy_linkhttps://www.facebook.com/share/r/1ACf6mFZ5h/https://www.instagram.com/reel/DQYWZnJjUl3/?utm_source=ig_web_copy_linkhttps://www.instagram.com/reel/DI7LnGlSKPe/?utm_source=ig_web_copy_linkhttps://www.msn.com/en-us/weather/topstories/was-shark-swimming-in-street-during-hurricane-melissa-what-video-shows/ar-AA1PmJUlhttps://www.instagram.com/reel/DQEy1vNk1qG/?utm_source=ig_web_copy_linkhttps://www.instagram.com/reel/DI7LnGlSKPe/?utm_source=ig_web_copy_linkhttps://www.facebook.com/share/v/1EqeXESJpx/https://www.facebook.com/share/v/1BWM45NBtr/https://www.facebook.com/share/r/1aFaPu5g1o/https://www.facebook.com/share/v/1Z1tFfZTCJ/https://www.instagram.com/reel/DKpz1ydoL8L/?utm_source=ig_web_copy_linkhttps://x.com/MAVERIC68078049/status/1954559421331522047https://www.instagram.com/reel/DQNuyMYgr-0/?utm_source=ig_web_copy_link
[SPONSORED] Empty shelves in a hospital aren't just an inconvenience—they can delay care. Other industries solved this problem years ago with predictive tools and smarter supply chains.At the 2025 Oracle Health Summit, Kristen Miles, Vice President of Healthcare Product Strategy at Oracle, discusses how automation, robotics, and AI are reshaping supply chain management in healthcare. Miles explains how Oracle is adapting lessons from retail and logistics, integrating them directly with Oracle's EHR, and helping clinicians see inventory status at the bedside. Do you believe that the lessons from retail can be effectively applied in healthcare? Share your thoughts in the comment.
*Are we finally reaching Peak eVTOL? Jason and Alex on Joby's big Abu Dhabi moves and Archer's purchase of LA's Hawthorne Airport.On a PACKED Monday TWiST, Jason is BACK from MENA and Tokyo. Hear tales from his whirlwind trips launching new Founder University satellite programs… and find out why construction and fintech are BOOMING across the Middle East.PLUS Ramp raised $300M… here's why Alex calls the round “pretty baller.” We question why AI companies are growing SO MUCH FOUNDER than their SaaS counterparts. We're digging into the Problem with Dropbox.AND we're saying goodbye to KitKat, the beloved SF bodega cat who was reportedly run over by a Waymo. Here's why Jason's not too broken up about it (but he's JUST JOKING!)
Woo News is back — and this isn't your average news roundup. Robyn, Karen, and Lisa (aka our in-house Oracle of All Things Woo) dive into the headlines that made us gasp, giggle, and wonder if the universe is trolling us just a little.From a scientific study showing that short inspirational videos can reduce stress (yep, almost like meditation!) — to manifestation being explored in labs, psychic detectives, and a teacher who used astrology to seat her students — this episode proves that the “woo” is officially mainstream.Get ready for your monthly mix of the weird, the wonderful, and the wildly soul-stirring.IN THIS EPISODEThe Power of Hope: A new American Psychological Association study reveals that short inspirational videos may reduce stress as effectively as meditation — especially when they spark feelings of hope. Manifestation Meets Science: Researchers are digging into how belief and emotion may actually shape physical reality. We're breaking down what that means for your next vision board. For years I struggled with infertility and loss. Then I had a life-changing call with a psychic.Astrology in the Classroom: One teacher literally used astrology to seat her students… and the results? Cosmic alignment or classroom chaos?FBI Agent Robert Hilland and Psychic Medium John Edward Reveal 25 Years of Crime-Solving TeamworkThe Tiny New York Town Where Mediums Give Voice to the DeadKEY TAKEAWAYSHope is medicine. Whether through meditation or a quick scroll filled with good vibes, inspiration matters.Science is finally catching up with spirituality — and we are so here for it.There's no one “right” way to connect with energy — you can mix the mystical with the modern.TRY THISInstead of your usual scroll, watch a 60-second video that makes you feel something — wonder, joy, awe, hope.Close your eyes afterward. Take a breath.That calm you feel? That's your nervous system saying “thank you.” Visit seekingcentercommunity.com for more with Robyn + Karen and many of the guides on Seeking Center: The Podcast. You'll get access to live weekly sessions, intuitive guidance, daily inspiration, and a space to share your journey with like-minded people who just get it. You can also follow Seeking Center on Instagram @theseekingcenter.
Daily Power Affirmations for your Creative Maniac Mind (in 60 Seconds)
Click here to Shop Affirmation Decks, Oracle Decks, and more! Use Promo code: RCPODCAST20 for 20% off your first order! Today's Power Affirmation: I am authentically and unapologetically me. Today's Oracle of Motivation: When others tell you how you should act or feel, they disrespect your ability to write your own story, to play in your own game, to be the creator of your own creations. We all do it to each other. Playfully judo-chop the external goon squads who try to share your story to fit their molds, but also don't try to force others to fit your mold. We are all perfect just as we are. We all deserve the respect to complete our own missions. Always be authentically and unapologetically you! Designed to Motivate Your Creative Maniac Mind The 60-Second Power Affirmations Podcast is designed to help you focus, affirm your visions, and harness the power within your creative maniac mind! Join us every Monday and Thursday for a new 60-second power affirmation followed by a blast of oracle motivation from the Universe (+ a quick breathing meditation). It's time to take off your procrastination diaper and share your musings with the world! For more musings, visit RageCreate.com Leave a Review & Share! Apple Podcast reviews are one of THE most important factors for podcasts. If you enjoy the show, please take a second to leave the show a review on Apple Podcasts! Click this link: Leave a review on Apple Podcasts Hit “Listen on Apple Podcasts” on the left-hand side under the picture. Scroll down under “Ratings & Reviews” & click “Write A Review” Leave an honest review. You're awesome!
Welcome back to MOJO: The Meaning of Life and Business! In today's episode, host Jennifer Glass explores the profound impact of storytelling with Amanda Johnson, widely recognized as the “Story Oracle.” If you've ever felt called to write a book—or simply struggled with self-doubt and the voices in your head telling you “you're not good enough”—this conversation will help you quiet those inner critics and discover the magic of your own story.Amanda shares how her journey, inspired in part by the Oracle character in The Matrix, led her to empower others to truly own their stories. She discusses the importance of identifying your audience, defining the goal behind your message, and embracing both the triumphs and struggles that make your narrative authentic. You'll hear memorable examples, from the emotional resonance of a post-9/11 commercial to the behind-the-scenes stories of Broadway performers, illustrating how stories can create deep connection and drive lasting change.Together, Jennifer Glass and Amanda Johnson walk through the practical elements of crafting a story—like structure, sensory detail, and perspective—whether you're presenting onstage, marketing a business, or penning your memoir. You'll discover how sharing the real journey behind your expertise builds trust and opens doors for your readers and listeners to see themselves in your successes.This episode is packed with actionable insights for entrepreneurs, aspiring authors, public speakers, and anyone who wants to leverage story to communicate, connect, and inspire. Listen in to learn how to break through your hesitation, clarify your message, and begin sharing your story in a way that is impossible to ignore.About my guest: Amanda Johnson, The Story Oracle, helps individuals transmute their pain into a more magical future using story, writing, and community.Connect with Amanda on Facebook, LinkedIn, Instagram, and on the web at https://the-story-oracle.com.Check out the #Budweiser 9/11 commercial we mention at https://youtu.be/LyP0JsyvYnA.Keywords: entrepreneurship, book writing, self-doubt, overcoming fear, storytelling, marketing, story in business, identity, The Matrix oracle, Socratic questioning, personal growth, connecting with audience, emotional connection, advertising, PTSD, 9/11 survivor, fiction writing, sensory details, perspective in writing, character development, neurological impact of story, public speaking, trust building, testimonials, story arc, audience engagement, historical storytelling, disruptive storytelling, memoir writing, intention setting, publishing process
In today's Cloud Wars Minute, I explore how tech rivals are becoming collaborators to better serve customer innovation.Highlights00:43 — I call SAP and Snowflake's recent announcement a promiscuous partnership that's powerful and promising. I'll try not to trip over too many more P's here, but I think the point of this is we're seeing the promiscuous side: big tech companies that, you know, were very selective about how they worked with each other in the past.01:04 — I think now we're seeing that there are great advantages toward them aligning in ways — working together to do things for customers that neither could do individually. I think the ultimate example of this is the Oracle multicloud deals with Microsoft, Google Cloud, and AWS. So, in this case here, now we see both SAP and Snowflake are in the data cloud space.02:04 — This could have been a situation where SAP and Snowflake might have said: "I have a Data Cloud. You have one. We're going to compete" — but the result would be — “We're going to make customers' lives more miserable, because to work with both the SAP Data Cloud and the Snowflake Data Cloud, those customers are going to have to find workarounds and ways to integrate and all that.” Instead, they said, “Let's try to do this together.”03:00 — Some highlights: it accelerates customer innovation because they can spend more time focusing on business innovation, growth, and new business models, rather than a lot of expense on integration. The two companies, Snowflake and SAP, have intertwined their brands, which I think reveals to customers a very powerful commitment. This solution is called SAP Snowflake.03:55 — The AI revolution has put all sorts of new and interesting, challenging stresses on customers, right? And on the Cloud Wars Top 10 vendors: it can't just be business as usual for customers. The tech vendors have to operate differently — not just in the products they create but in the alliances they strike.04:46 — I tip my hat to Snowflake and SAP, and I think we're going to be seeing lots more of these promiscuous partnerships break out as the needs of the AI Revolution require customers to do things differently — which, in turn, compels the Cloud Wars Top 10 companies to behave in different ways. Visit Cloud Wars for more.
Live into your greatest possibilities. Join the Limitless Life Club today! https://www.oracleonpurpose.com/the-limitless-life-membership In this episode, I sit down with Dr. Meg Haworth, a transpersonal psychologist, holistic wellness expert, and lightning-strike survivor whose life experiences have shaped a powerful message of healing and transformation. Dr. Meg opens up about her journey from chronic illness and near-death experiences to discovering her intuitive healing gifts. She shares how trauma can become a doorway to higher purpose, why healing is an ongoing process, and how embodying our authentic energy uplifts those around us. Together, we explore what it means to live in alignment, use pain as a path to purpose, and understand that healing isn't something we finish—it's something we live. Learn more on the Oracle On Purpose Podcast: Holistic Healing from Narcissistic Parents with Dr. Meg Haworth P.S. If you're ready to deepen your understanding of the Law of Attraction and activate real change in your life, check out my audiobook "POWER Up the Law of Attraction"—now available on Audible and Amazon. It's the perfect next step for anyone ready to turn insight into transformation. Grab your copy here! https://www.amazon.com/Audible-Studios-Brilliance-POWER-Attraction/dp/B0F3G1ZD18/ Enjoy the podcast? Subscribe, like this video, tap the notification bell, and leave a comment! You can also listen to this episode on Spotify, Apple Podcasts, and Amazon Music. About Dr. Meg Haworth Dr. Meg Haworth is a transpersonal psychologist, intuitive healer, and holistic wellness expert who helps people overcome the emotional roots of illness and trauma. After surviving multiple near-death experiences—including being struck by lightning—she's dedicated her life to teaching others how to heal their bodies and spirits through inner work, energy awareness, and spiritual development. Connect with Dr. Meg Haworth: Facebook: https://www.facebook.com/coachdrmeghaworth/ Website: https://meghaworth.com/Instagram: https://www.instagram.com/drmeghaworth/ X (Twitter): https://x.com/drmeghaworth/ YouTube: https://www.youtube.com/@DrMegHaworth I am Lia Dunlap, The Oracle on Purpose with a mission to change people's lives for good. With over 25 years of experience as an Intuitive Business Architect and Coach, I have helped thousands of clients in 76 countries, including hosting three international retreats. As a Best-Selling Author, Founder of the Master Creators Academy, Certified Clinical Hypnotherapist, International Speaker, and Creator of the POWER Plan Life Coaching Program, My Purpose Is Clear: Helping YOU find and follow Your Purpose. I have worked with thousands of leaders, entrepreneurs, and business owners for over two decades, helping them find and experience their Unique Life Purpose. Catch the latest episodes of Oracle On Purpose here! https://www.oracleonpurpose.com/podcast-new Work with Lia today. https://www.oracleonpurpose.com/meet-the-oracle Ask the Oracle - Join the next Oracle Insight & Alignment Call. https://www.oracleonpurpose.com/offers/Qcb9YRFF How Aligned Is Your Business with Your Highest Power? Take the Quiz here: https://oracleonpurpose.outgrow.us/powerbizquiz Connect with Lia Dunlap! Website: https://www.oracleonpurpose.com/ Facebook: https://www.facebook.com/CoachLiaDunlap X: https://x.com/CoachLiaDunlapInstagram: https://www.instagram.com/coachliadunlap/# YouTube: https://www.youtube.com/channel/UC8IOgSSGVVNG2usEJE07X8g LinkedIn: https://www.linkedin.com/in/coachliadunlap Produced by https://www.BroadcastYourAuthority.com
Apple intensiviert Nachfolgeplanung für CEO Tim Cook, Hardware-Chef gilt als Favorit. Peter Thiels Hedgefonds verkauft komplette Nvidia-Position und 75% Tesla, Smart Money flieht aus KI-Aktien. Klarna-Gründer warnt vor Billionen-Dollar-Investments in KI trotz eigener Investments in OpenAI, Perplexity und XAI. Warren Buffetts Berkshire Hathaway kauft erstmals signifikante Google-Position. Nimby-Movement gegen Data Center wächst. Jeff Bezos gründet Project Prometheus mit $6,2 Milliarden für industrielle KI in Chemie und Aerospace als Co-CEO. Robinhood liefert Cash nach Hause via GoPuff. Jack Dorsey reanimiert Vine. Schwarz-Gruppe investiert €11 Milliarden in Rechenzentrum im Spreewald. DeepMind WeatherNext 2 revolutioniert Wettervorhersage für Energy Trading. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf doppelgaenger.io/werbung. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro & Tim Cook Nachfolge (00:05:13) Apple Hardware am Ende der Geschichte? (00:06:32) Nvidia Earnings & Smart Money steigt aus (00:12:37) Warren Buffett kauft Google (00:18:18) Oracle (00:22:06) Data Center Nimby-Movement (00:29:46) Jeff Bezos gründet Projekt Prometheus (00:34:04) Mira Murati $50B Bewertung nach 8 Monaten (00:37:20) Robinhood liefert Cash nach Hause (00:42:18) Jack Dorsey reanimiert Vine (00:44:03) Schwarz Gruppe baut €11B Rechenzentrum (00:48:15) Google Weather Model für Energy Trading (00:52:42) Peak AI €21M Seed-Runde Shownotes Apple intensiviert Nachfolgeplanung für CEO Tim Cook – ft.com Peter Thiels Hedgefonds verkauft Nvidia-Anteile, reduziert Tesla-Position – cnbc.com „Klarna-Gründer hinterfragt Billionen-Ausgaben für KI“ – ft.com Berkshire Hathaway: Buffett investiert in Alphabet, reduziert Apple-Beteiligung – manager-magazin.de Oracle: Verlust bei $300 Mrd. OpenAI-Deal – ft.com Der Widerstand gegen Rechenzentren ist da – wired.com Jeff Bezos gründet A.I. Start-Up als Co-CEO – nytimes.com Muratis Thinking Machines plant Kapitalerhöhung bis zu 5 Milliarden Dollar – theinformation.com Robinhood Cash – wsj.com Jack Dorsey finanziert diVine, ein Vine-Neustart mit Videoarchiv – techcrunch.com Lidl-Mutter: Schwarz-Gruppe baut Rechenzentrum für elf Milliarden Euro – handelsblatt.com DeepMinds neuestes KI-Wettermode für Energiehändler – bloomberg.com Wechsel von idealo zu Peec AI: Gründe und Erfahrungen – linkedin.com
On the Secret Witch Show today, Nicole is guiding us to unearth the soul's vision buried beneath layers of wounding and shame. She begins with her own story - how for years she doubted the synchronicities, signs, and body-nudges that pointed her toward a deeper calling. From her corporate days of pushing past intuition to the burnout that finally invited her to slow down and meet her inner Witch, Nicole shares how learning to trust what she felt in her heart - rather than what seemed logical - became the first step toward remembering her soul's true vision. With the crystalline clarity of the Oracle Witch, she offers a loving reminder that our visions aren't missing - they're simply hidden beneath the armour we built to stay safe. In this episode we explore how the Archetypal Remedy of Clear Quartz helps us move beyond the logic that once protected us and into the intuitive heart that knows. Together we uncover the Clear Quartz wound - the fear of getting it 'wrong', of being 'too much,' or of not being 'clever enough' - and the way it clouds our inner Oracle Witch. Nicole introduces the shift from compensating manifesting ('I want to get…') to generative creation ('who do I want to become?'), inviting us to meet the part of us who already holds crystal clarity on our purpose. Through a gentle guided mini journey, she teaches how to soften the crystalline armour, listen to the intuitive whispers beneath fear, and reconnect with the luminous vision our soul buried for safekeeping. It's an episode for every Secret Witch learning to trust her magical brilliance! What You'll Learn from this Episode: Your soul's vision isn't missing - it's hidden beneath wounding and shame. The part of you that knows what you're here for has never left; she's simply been locked away under the fear of being 'too much,' 'too magical,' or 'not clever enough' The Clear Quartz wound keeps us trapped in logic and doubt. When safety has meant 'prove it', we disconnect from our hearts, override intuitive nudges, and mistrust our inner Oracle - a survival strategy that Clear Quartz helps to soften and heal Manifesting visions from lack is compensating for pain - not creation from soul. When we fixate on what we don't have ('I want to manifest money'), we create from fear. Generative Manifesting asks: 'who do I want to become?' and shifts the focus of our vision from scarcity to soul alignment Clarity comes from feeling, not figuring out. True vision isn't found through logic or planning; it arises through the heart when we slow down, listen inwardly, and allow intuition - not intellect - to lead Clear Quartz is the Vision Guide who mirrors your brilliance. As the Archetypal Remedy of truth and intuition, she doesn't give you something new - she amplifies what's already in you, helping you hear your heart's wisdom and trust the knowing that lives in your bones Self-trust is the gateway to vision. Each time you soften fear, love the parts that doubt, and follow the smallest intuitive nudge, you unearth another layer of your soul's calling - remembering that you are the crystal; you already hold the clarity you seek. Resources and Things that We Spoke About: Our Links: Connect deeper to your inner Oracle - join us in the Apothecary Membership for Clear Quartz: www.nicolebarton.co.uk/membership> Social: Join our free Facebook Group - Secret Witch Sisterhood: www.facebook.com/groups/secretwitch Facebook - https://www.facebook.com/nicoleamandabarton Instagram - @iamnicolebarton Instagram - @archetypalapothecary You Tube - https://www.youtube.com/@secretwitchsociety Tiktok - @archetypalapothecary Sign up for our free Moonlit Apothecary Love Letters: www.nicolebarton.co.uk/moonlitapothecary Resources: Rebecca Campbell - The Inner Temple Oracle Deck - https://soul.rebeccacampbell.me/innertempleoracle/ Thank you for listening, we'd love to know what comes alive for you in this week's episode, so please let us know. If you loved it, there's a fresh episode every other week - subscribe so you don't miss it! Thank you, Nicole and Team Secret Witch xox
In this RiskReversal podcast episode, Guy Adami and Peter Boockvar discuss recent market trends, including the shifts in AI dominance and financial stresses at Oracle. They analyze the stock market's reaction to Meta's spending and the implications for data center build-outs. The conversation covers the competitive landscape with AI and the potential overrates in hardware infrastructure. They also discuss the unusual dynamics in the US economy and the job market's deceleration, touching on Bitcoin's correlation with other assets. Finally, they explore the bullish outlook on energy stocks and the rebound in big-cap pharma amid regulatory clarity. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Andrea Morgan talks about her career journey; the similarities between supply chain & astrophysics, innovation, and why women need to bloom where they land. IN THIS EPISODE WE DISCUSS: [03.37] Andrea's degree in astrophysics, and why curiosity was her biggest driver. "I had a deep interest in the origins of the universe… It gave me the training to ask the right questions." [5.14] How a post-graduate placement at IBM exposed Andrea to a range of business areas, and ignited a passion for supply chain. "I learned that I didn't want to be a researcher, I liked being with people… Quickly I started to specialize in supply chain, I was drawn by the nature of the problems we were trying to solve." [07.20] From the emergence of the cloud to transformation at scale, Andrea's experience at Oracle during pivotal years in the adoption and expansion of new technology. [10.09] Andrea's role in digital transformation at Nike and what we can learn, from the alignment of business strategy and vision to the importance of metrics and measurement. "The biggest thing is putting the concept behind product management at the centre of that digital transformation… You can't do transformation for transformations sake." [15.56] Andrea's current role at Blue Yonder as Chief Innovation Officer, what the role entails, and how it has evolved. [19.15] What innovation means to Andrea, and where the industry is when it comes to innovation. "For me, innovation at its core is: 'How do you do things differently?'" [21.03] Andrea's perspective on AI, and how they're thinking about agentic AI at Blue Yonder. "The ones that aren't successful are the ones that aren't focused on deep domain expertise. Where we're going with agentic is not just the general knowledge, but really understanding the specifics of supply chain." "It's important to get started, because we know it's coming. So you might as well try it out, and see the value you could get along the way." [24.58] Andrea's experience as a woman in male-dominated spaces. [26.49] Why a rising tide lifts all boats, and why women need to support collective growth and empowerment. [29.44] Why Andrea wants to encourage women to bloom where they land, even when the circumstances aren't ideal. "It's not always about the destination, it's about the journey." [32.25] What being an industry 'trailblazer' means to Andrea, and how others can follow in her footsteps. [34.02] The future for Andrea. RESOURCES AND LINKS MENTIONED: You can connect with Andrea over on LinkedIn. If you enjoyed this episode and want to hear more from Blue Yonder, check out 497: Transform Your Returns Management and Delight Customers, with Blue Yonder 434: Synchronize Your Supply Chain Execution, with Blue Yonder 417: Fulfill Your Potential, with Blue Yonder 484: Women In Supply Chain™, Saskia Van Gendt Check out our other podcasts HERE.
In this episode, the team debates the Chelsea players whose careers exploded after their debut… and those whose form went in the opposite direction. From iconic glow-ups to unbelievable declines, we're ranking the biggest career turns in club history.The team also talk the latest from a weekend of news.RUNNING ORDER:00:00 The Start & Shevva's Shoutouts10:30 News: Chelsea Find Their Front Of Shirt Sponsor18:30 Kingsmeadow Corner: Liverpool 1-1 Chelsea Women29:30 Chelsea Players Who Improved And Declined The Most After Their Debut58:11 Quaresma's Questions1:01:45 Sidwell's Stamp CollectionIf you have a question for the team then contact them on Twitter at @AtTheBridgePod(This episode was recorded on 17th November 2025)*** Please take the time to rate and review us on Apple Podcasts or wherever you get your pods. It means a great deal to the show and will make it easier for other potential listeners to find us. Thanks!*** Join our Discord: https://discord.gg/b3arBztQjnThis episode is proudly supported by Head In The Game, a charity using football to support mental health and wellbeing. Check out their free programs at headinthegame.co.uk and follow them on social media to learn more._______________________________________________Get In Touch With Us:Twitter - twitter.com/AtTheBridgePodInstagram - Instagram.com/AtTheBridgePod#CFC #CHELSEA
Click here to Shop Affirmation Decks, Oracle Decks, and more! Use Promo code: RCPODCAST20 for 20% off your first order! Today's Power Affirmation: Today I will create some dope-ass shit. Today's Oracle of Motivation: You are creatively explosive like a supernova. You play connect the dots with the stars and chew up asteroids for breakfast. When you create, you trigger infinite galactic parties full of stardust shooters, cosmos champagne, and extraterrestrial bong rips. The Sun just initiated 111 solar flares in celebration of your triumphs. The Moon just lathered herself in glitter and went streaking for your grace. As you honor your creativity, the Universe honors you. It's time to make some dope-ass shit, dude. Designed to Motivate Your Creative Maniac Mind The 60-Second Power Affirmations Podcast is designed to help you focus, affirm your visions, and harness the power within your creative maniac mind! Join us every Monday and Thursday for a new 60-second power affirmation followed by a blast of oracle motivation from the Universe (+ a quick breathing meditation). It's time to take off your procrastination diaper and share your musings with the world! For more musings, visit RageCreate.com Leave a Review & Share! Apple Podcast reviews are one of THE most important factors for podcasts. If you enjoy the show, please take a second to leave the show a review on Apple Podcasts! Click this link: Leave a review on Apple Podcasts Hit “Listen on Apple Podcasts” on the left-hand side under the picture. Scroll down under “Ratings & Reviews” & click “Write A Review” Leave an honest review. You're awesome!
Bryce breaks the Oracle, Hunt gets called Orion, and somehow we still find time to drag Sabine and confess Melissa thought Egypt was in Europe. In this episode we're diving into Crescent City chapters 31–40: Micah's super sketch boss moves, Hunt's doomed(?) Orion mythology parallels, the Oracle's terrifying warning about Bryce, murder maps on the ley lines, Luna's Horn theories, and why the Godslayer gun has us deeply concerned. We also spiral about human revolutionaries, fantasy husbands who don't read fast enough, and how this all might tie into bigger SJM crossovers. Website→ https://www.lamebookclubpod.com/ Merch → https://www.lamebookclubpod.com/category/all-products Patreon → https://www.patreon.com/c/lamebcpod IG → https://www.instagram.com/lamebookclubpod/ Spotify → https://open.spotify.com/show/2exV4FVCLeN7mYfxcNs9cB?si=36805589642e442c Apple → https://podcasts.apple.com/us/podcast/l-a-m-e-book-club-podcast/id1703598706 PODCAST BUSINESS ENQUIRES: lamebcpodcast@gmail.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this Technology Reseller News, Podcast, Doug Green interviews Don Boxley, CEO and Co-Founder of DH2i, for a deep dive into one of the biggest challenges facing IT teams today: the migration gap between legacy Windows-based SQL Server deployments and the containerized, Linux-driven future that modern applications increasingly require. DH2i, a long-time Microsoft and Red Hat partner, delivers high availability, secure communication, and cross-platform mobility for SQL Server, Oracle, and MySQL environments. Their flagship platform, DX Enterprise, enables customers to run the same production-grade SQL instance across Windows, Linux, and Kubernetes — and move between them with seamless failover. As Boxley explains, this eliminates the traditional roadblocks that keep enterprises locked into aging infrastructure. With SQL Server 2025 bringing new support for AI-driven applications, Microsoft tapped DH2i to deliver mission-critical HA capabilities for these next-generation workloads. The company also introduced a hands-on, step-by-step Minikube tutorial, allowing DBAs and MSPs to experiment safely with Kubernetes-based SQL deployments on their own PCs before ever touching production. “Most teams think they're stuck on Windows — they're not. With DX Enterprise, you can move SQL Server to Linux or containers without disruption, and your customers won't even know the difference,” Boxley notes. DH2i's developer edition is available as a free download, complete with 30-day support, giving IT teams a no-risk path to testing, learning, and modernizing their database infrastructure. Learn more at https://dh2i.com/. Software Mind Telco Days 2025: On-demand online conference Engaging Customers, Harnessing Data
Continuum is solving the multi-party return problem in B2B supply chain—a transaction involving distributors, manufacturers, and end users that previously took 30-45 days and now completes in 30-45 seconds. In this episode of Category Visionaries, we sat down with Alex Witcpalek, CEO and Founder of Continuum, to unpack how he's building what he calls "reverse EDI" in a market of 1.5 million distribution and manufacturing companies across North America. After 13 years selling technology into this space, Alex is now growing 8x year-over-year by turning customers into the primary acquisition channel through network effects. Topics Discussed: Why multi-party returns require replicating order management, warehouse management, and procurement systems simultaneously The tactical sequencing of building network businesses: solving for independent value, achieving critical mass, then activating network effects How Continuum navigates deep ERP integrations (SAP, Oracle, NetSuite, Epicor) plus bespoke business logic across multiple supply chain tiers Facebook retargeting, BDR outbound, events, and customer referrals as the four channels driving growth in a non-PLG market Why business model differentiation is the only remaining moat when technical barriers collapse Building domain expertise distribution systems using AI-powered LMS fed by sales call recordings GTM Lessons For B2B Founders: Choose problems where you can capture 100% of addressable market, not fractional share: Alex deliberately avoided competing in CRM, sales order automation, or accounts payable—categories where even dominant players cap at 25-30% market penetration. Instead, he targeted multi-party reverse logistics, a greenfield problem no one else was solving. This strategic choice eliminates competitive displacement risk and allows every prospect conversation to focus on change management rather than competitive differentiation. Founders should map their TAM against competitive saturation: markets where you can own the entire category create fundamentally different growth trajectories than fighting for fragments. Sequence network businesses: independent value → critical mass → network activation: Alex was told by investors 18 months in that network effects "weren't going to work." His insight: "When you don't have a network, you don't sell the network. It's just in your plans and how you're building." Continuum sold P&L impact, manual labor reduction, and customer experience improvements to early adopters while building network infrastructure invisibly. Only after achieving density in specific verticals (HVAC, electrical, plumbing) did they surface the network value proposition. This sequencing prevents the cold-start problem—founders building marketplace or network businesses must design standalone value that makes the first 100 customers successful independent of network density. Exploit high pain thresholds in legacy industries as competitive barriers: Supply chain companies accept 30-45 day return cycles, manual warranty claims on paper, and playing "guess who" by phone to find inventory across distributor branches. Alex notes they have "extremely high pain threshold" from living with broken systems for decades. While this creates longer education cycles, it also means competitors won't enter (too hard) and once you prove ROI, switching costs become prohibitive. Founders should reframe customer inertia: industries tolerating obvious inefficiencies offer category creation opportunities with built-in moats, not just sales friction. Business model architecture is the only defensible moat—technical differentiation is dead: Alex is building his own e-signature platform (Continue Sign) and AI LMS using vibe coding to prove technical moats no longer exist. Continuum's defensibility comes entirely from network lock-in: displacing them requires disconnecting manufacturers like Carrier, Daikin, and Bosch plus their entire distributor ecosystems simultaneously. He references EDI (1960s technology still dominant today) as proof that network effects create permanent advantages. Founders must architect switching costs, network density, or proprietary data advantages into their business model—technology alone provides zero protection in the AI era. Match channel strategy to actual ICP behavior, not SaaS conventions: Continuum's top lead source is customer-driven network growth—distributors recruiting manufacturers and vice versa. Facebook retargeting works because their 50+ year-old supply chain buyers "are trying to comment on their grandkids' pictures," not scrolling LinkedIn. BDR outbound still delivers high win rates in an industry where business happens on handshakes, making events critical. This channel mix would fail for PLG products but works perfectly for enterprise cycles with $40K ACVs and 90-day sales processes. Founders should ethnographically research where their specific buyers actually spend attention rather than defaulting to LinkedIn, content marketing, or PLG based on what works in adjacent categories. Use 90-day enterprise cycles and multi-stakeholder complexity as qualification, not friction: Continuum runs enterprise sales motions for $40K deals because multi-party returns touch 16 constituents across sales, customer service, fleet, supply chain, warehouse, purchasing, and finance. Rather than trying to simplify buying, Alex uses this complexity as a filter—companies willing to coordinate VP of Supply Chain, COO, and CFO alignment are serious buyers. He layers three value propositions (P&L impact, labor reduction, customer experience) knowing different stakeholders weight them differently. Founders selling into complex environments should embrace multi-threading as a qualification mechanism that improves win rates and reduces churn, not overhead to eliminate. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM
Sometimes, early success can fool you into thinking you've built the perfect business. That's what happened to Danny Kirk, who launched a software-as-a-service company right after finishing a music degree. He and his co-founder found a great niche, landed a $4,500 sale on a $300 MVP, and took off fast. The catch? Neither of them could actually build the product beyond that first version. They were great at selling and marketing but never filled their technical gap — and that's what cost them. Five years later, they sold the business, while a competitor in the same space sold to Oracle for $200 million. Same idea, different outcome. Here's what Danny learned: Find your missing piece early. Whether it's a technical co-founder, a contractor, or even AI tools to bridge the gap, make sure every critical skill is covered before you scale. Build a team that makes you uncomfortable. The best collaborators are the ones who spot problems you don't want to see and tell you the truth, even when it stings. Reward people who speak up. Create systems or incentives that encourage team members to flag issues — big or small — before they turn into disasters. As Danny put it, success isn't about doing everything yourself. It's about knowing what you can't do, and finding the right people (or tools) to fill that gap. About Danny Kirk Danny Kirk is a classically trained trumpet player, turned entrepreneur and small business owner. He's started and grown multiple companies over the past decade, and now does growth marketing at ReddiReach for startups and SMBs, 500+ and counting. Learn more: https://www.linkedin.com/in/danielpkirk/ https://reddireach.com/ Let's make this a conversation. Leave a comment or voice message with a question, marketing tip or idea for an upcoming show.