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In this June 2026 Mailbag, Jason and Jeff dive into OZEM, the world's first actively managed GLP-1 weight-loss drug ETF, debating whether its steep fees are worth outsourcing your portfolio research. They also explore how generative AI is shifting white-collar labor, detail exactly how they would allocate a surprise $250,000 windfall, and answer a critical valuation question on why pre-revenue player QuantumScape still commands a multi-billion dollar market cap. 03:36 Baseball Trash Talk 04:21 Mailbag GLP-1 ETF OZEM 08:04 Active ETF Pros and Cons 15:39 AI Disruption Question 16:37 SaaS and AI Native Future 20:58 AI in Construction and Trades 22:33 AI Productivity vs Disruption 24:07 AI Makes Us Dumber 27:19 Solid Power Overview 29:20 Battery Tech Commoditization 33:43 Windfall Money Plan 39:22 Spending vs Investing Choices 42:07 QuantumScape Market Cap Companies mentioned: ABNB, BMW, DAVA, F, GOOG, GOOGL, HIMS, KNSL, LEN, LLY, MELI, META, NOW, NVDA, NVO, PFE, PYPL, QS, RKLB, SLDP, TTD Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices
It hasn't been in many headlines (thanks, AI), but pharmaceutical companies are on a merger & acquisition spree that could break records. With more than $126 billion in deals so far this year, companies are looking for novel drug canddiates and clinical stage companies to bolster their own development pipeline. We'll take a dive into what's driving this M&A frenzy and what companies look interesting in the pharmaceutical space today.Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:- Big Pharma using big wallets for M&A- Who's at risk of running off a patent cliff- Regulatory changes adding fuel to the fire- Companies doing great for patients (and investors)- Mailbag: Is Pfizer ok? Companies discussed: LLY, MRK, UTHR, ASND, PFE, ABBV, GSK, NVO, RHHBYHost: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Hospitals are improving the health and well-being of communities through a care model that fosters collaboration between clinicians, patients and their support systems. Person- and Family-Centered Care (PFCC) — often referred to as Patient and Family Engagement (PFE) — is an approach to care delivery that has been shown to improve health outcomes, lower costs, enhance patient experience and boost overall staff satisfaction. In this episode of the MiCare Champion Cast, two members of the MHA Person & Family Engagement Advisory Council from MyMichigan Health and Michigan Medicine provide first-hand insight on the powerful impact of PFE. It also provides actionable ways for healthcare teams to implement PFE and uplift its value to hospital leadership. Guests include Michelle Brady, MSHAL, BSN, RN, CPXP, director, patient experience and relations, MyMichigan Health and Michele Mitchell, BS, MS, PMP, a nationally recognized patient advocate and breast cancer survivor. EPISODE REFERENCES: "Consumers' and health providers' views and perceptions of partnering to improve health services design, delivery and evaluation: a co‐produced qualitative evidence synthesis": Link: www.cochranelibrary.com/cdsr/doi/10.1…274.pub2/full Impact of Patient Engagement on Healthcare Outcomes: pmc.ncbi.nlm.nih.gov/articles/PMC5651621/ Mitchell (mmmitchell99@gmail.com) can be found below: www.linkedin.com/in/michele-mitchell-403361135/ www.instagram.com/mmmitchell8 www.youtube.com/@PatientEngagement-tn6yr
Dan Deming is impressed with the sharp stock market rally to all-time highs, though he urges caution for a potential stall in the price action. For today's Big 3, he sees Pfizer's (PFE) support making a case for a buying opportunity, Visa (V) forming a bottom, and Synchrony Financial (SYF) as a volatile stock heading into earnings. Dan provides example options trades for his picks while Rick Ducat dives into the technical trends he sees supporting Dan's analysis. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
On this week's episode, Alsym Energy COO Graeme Grant joins Andrew Burnes to discuss the growing opportunity for sodium-ion batteries to take hold in the battery storage landscape of the US. Graeme discusses the state of the sodium-ion market today as compared to lithium-ion and some of the benefits of the burgeoning technology but also challenges that sodium-ion will need to overcome to reach commercial market adoption. The discussion also dives into the recent release from the US Treasury detailing PFE rules and how sodium-ion may be positioned to benefit while lithium-ion is bottlenecked.NPM is a leading data, intelligence & events company providing business development led coverage of the US & European power, storage & data center markets for the development, finance, M&A and corporate community.Download our mobile app.
Cuộc bầu cử Quốc Hội Hungary ngày 12/04/2026 thu hút sự chú ý không chỉ tại châu Âu, mà đặc biệt là ở Mỹ, chưa kể đến Nga. Ngay trước thềm bầu cử, phó tổng thống Mỹ J.D. Vance đã đến Budapest, để trực tiếp bày tỏ ủng hộ và vận động cho đảng của thủ tướng Viktor Orban, đang có nguy cơ thất cử, theo một số thăm dò dư luận. Theo giới quan sát, cuộc bầu cử này là một trắc nghiệm quan trọng đối với mô hình « dân chủ phi tự do », mà thủ tướng Orban được coi là người đã đặc biệt thành công trong việc triển khai, với hơn 16 năm cầm quyền liên tục. Orban, niềm cảm hứng của các lực lượng cực hữu, từ châu Âu đến Donald Trump Trả lời RFI tiếng Việt, ông Steven Forti, chuyên gia về chủ nghĩa phát xít và các đảng phái cực hữu châu Âu, giảng viên chuyên ngành lịch sử đương đại, Đại học Tự trị Barcelona - Universitat Autònoma de Barcelona (Tây Ban Nha), cho biết tầm quan trọng của phe cầm quyền tại Hungary đối với thế lực cực hữu Mỹ, được coi là đã góp phần đáng kể vào việc xác lập chính sách đối nội của chính quyền Trump nhiệm kỳ 2 : « Trong 10 năm qua đã có nhiều chuyến đi của các trí thức, nhà báo và chính trị gia Mỹ đến nước Hungary của Orban. Không chỉ với việc các thành viên của chính quyền Trump, như ngoại trưởng Rubio hay phó tổng thống Vance đến Hungary gần đây. Đã có những trí thức như Rod Dreher, nhà báo như Tucker Carlson, và nhiều trí thức – nhà hoạt động cực hữu ủng hộ Trump, như Christopher Rufo. Orban đã bổ nhiệm nhiều người Mỹ làm giám đốc, thành viên của các viện của chính phủ Hungary, trong đó có Gladden Pappin làm chủ tịch của Hungarian Institute of International Affairs. Những người cực hữu trẻ tuổi như Pappin, sau thời gian hoạt động ở Hungary đã trở về Mỹ, xuất bản các bài viết, vận động hành lang, đưa các thành viên khác đến Budapest. Vì vậy, đã có một mối quan hệ rất ổn định, rất mạnh mẽ. Điều này cũng thể hiện rõ trong mối quan hệ giữa nước Hungary của Orban với viện nghiên cứu mang tính biểu tượng, như Heritage Foundation, một tổ chức rất quan trọng và nổi tiếng, vì đã soạn thảo Project 2025, chương trình hành động năm 2025, mà Trump ít nhiều đã thực hiện trong năm đầu nhiệm kỳ thứ hai. Đọc thêm - Mỹ có thể chuyển sang chế độ "bán độc tài" nếu Trump tái đắc cử, thực thi "Project 2025" Có thể kể tên các tổ chức cực hữu Mỹ khác như Viện Nước Mỹ trên hết - America First Institute, viện Claremont Institute, hay các tổ chức như CPAC - Conservative Political Action Conference - Hội nghị Hành động Chính trị Bảo thủ, thường tổ chức các cuộc gặp mặt của cánh hữu và cực hữu của Mỹ và thế giới. Hội nghị của CPAC đã được tổ chức hàng năm tại Budapest kể từ năm 2022, cũng như tại Brazil năm 2019, sau chiến thắng của ứng viên tổng thống cực hữu Bolsonaro, hay tại Achentina năm 2024, sau chiến thắng của ứng viên tổng thống cực hữu Javier Milei. » Tháng 7/2024, Viktor Orban lập « Những người yêu nước vì châu Âu » (Patriots for Europe, gọi tắt là PfE hay P4E), một nhóm nghị sĩ cực hữu mới tại Nghị Viện Châu Âu. Nhóm này nhanh chóng trở thành lực lượng chính trị lớn thứ ba trong Nghị Viện Châu Âu, với 84 nghị sĩ (sau nhóm các đảng cánh hữu Nhân dân Châu Âu EEP, với 185 ghế, và nhóm các đảng cánh tả Xã hội - Dân chủ S&D, với 135 ghế). Đảng phái tham gia gồm FIDESZ của Orban, đảng cực hữu Pháp Mặt trận Dân tộc RN, đảng Liên đoàn Ý của Matteo Salvini, đảng ANO của CH Séc, đảng Tự do Hà Lan (PVV) của Geert Wilders, phong trào Chega của Bồ Đào Nha, đảng Vox của Tây Ban Nha, đảng Nhân dân Đan Mạch và đảng cực hữu Vlaams Belang của vùng Flanders (Bỉ) đòi độc lập. Đảng RN Pháp, với 30 nghị sĩ, là đảng lớn nhất. Đảng FIDESZ của Orban chính thức bị khai trừ khỏi nhóm cánh hữu châu Âu EEP vào năm 2021. Theo nhà nghiên cứu Steven Forti, mô hình « Dân chủ phi tự do » của Orban đã có nhiều điều kiện thuận lợi để củng cố vị thế tại châu Âu một phần không nhỏ do được nhóm đảng cánh hữu châu Âu EEP bảo trợ trong một thời gian dài. « Dân chủ phi tự do » tuyên chiến với « dân chủ tự do »... Năm 2014, bốn năm sau khi lên cầm quyền, thủ tướng Orban xây dựng mô hình dân chủ « phi tự do » tại Hungary. Dân chủ phi tự do vốn là một thuật ngữ do nhà chính trị học người Mỹ Fareed Zakaria xác lập trong thập niên 1990, để mô tả một chế độ dựa trên việc tôn trọng kết quả bầu cử dân chủ, nhưng lại bỏ qua các khía cạnh khác của thể chế dân chủ, lợi dụng các công cụ dân chủ cho các mục đích « phi tự do » (như sửa đổi Hiến pháp hoặc kiểm soát việc bổ nhiệm để thâu tóm quyền lực). Công khai khẳng định chủ trương « dân chủ phi tự do », Orban trở thành thế lực đi tiên phong của phe cực hữu, trong cuộc chiến chống lại các định chế dân chủ tự do của Liên Hiệp Châu Âu. Tháng 2/2025, phát biểu của phó tổng thống JD Vance tại Diễn đàn an ninh Munich (ít tuần sau khi Trump lên nắm quyền nhiệm kỳ 2), đã gây chấn động các đồng minh châu Âu. Ông Vance rời hội trường, bỏ qua bài phát biểu của chủ tịch Ủy Ban Châu Âu, sau khi đã trực tiếp ủng hộ các thế lực cực hữu tại châu Âu, lên án Bruxelles, khẳng định « không phải Nga, không phải Trung Quốc » là mối đe dọa đối với Châu Âu, mà là việc Châu Âu « từ bỏ các giá trị cơ bản của mình ». Chiến lược An ninh Quốc gia của Mỹ, công bố đầu tháng 12/2025, chính thức khẳng định chiến lược hậu thuẫn các thế lực cực hữu châu Âu, chia sẻ các giá trị chung với nước Mỹ của Donald Trump, khi nhấn mạnh Châu Âu đang có nguy cơ rơi vào tình cảnh « văn minh suy tàn » trong hai thập niên tới. Ông Sébastien Maillard, cố vấn đặc biệt tại Viện tư vấn Jacques Delors (Paris), nhận định, văn bản này « lấy cảm hứng từ phong trào MAGA (Make America Great Again), khẩu hiệu tranh cử của Donald Trump, đánh dấu sự kết thúc của tình đoàn kết xuyên Đại Tây Dương và xác nhận nguy cơ Mỹ can thiệp chính trị vào châu Âu ». Đọc thêm - Hiểm họa lớn nhất 2026: ''Cách mạng chính trị'' của phe Trump phá vỡ nền dân chủ Mỹ ... Orban giúp Nhà Trắng đẩy « các đồng minh châu Âu » vào chân tường Các tổ chức hoạt động trong lĩnh vực tư vấn, hoạch định chính sách ở Hungary, được Orban tài trợ và thành lập sau chiến thắng năm 2010, có mối quan hệ rất chặt chẽ, rất mạnh mẽ với các tổ chức cực hữu của Mỹ, và ắt hẳn đã có nhiều đóng góp vào việc định hình chính sách của chính quyền Trump đối với Châu Âu. Nhà nghiên cứu Steven Forti cho biết : « Ví dụ như Viện Danube, trung tâm Centre for Fundamental Rights, phiên bản Hungary của CPAC, cũng như các tổ chức quan trọng khác như Học viện Matthias Corvinus Collegium. Đây là một cơ sở đại học do Orban kiểm soát, với hơn 7.000 sinh viên mỗi năm và có hơn 25 chi nhánh, không chỉ ở Hungary mà còn ở các nước láng giềng như Rumani và Ukraina, cũng như ở Vienna, Bruxelles, và có thể ở cả Luân Đôn. Học viện Matthias Corvinus Collegium còn là một viện tư vấn chính sách, cùng với các viện nghiên cứu chính sách khác, như Ordo Iuris của Ba Lan, đã trình bày tại trụ sở của viện tư vấn Heritage Foundation, Washington, một báo cáo về tương lai của Liên Hiệp Châu Âu, hay nói đúng hơn là về sự cáo chung của Liên Hiệp Châu Âu. Sự trao đổi ý tưởng, phối hợp các hoạt động chính trị giữa hai bên đã diễn ra rất mạnh mẽ trong 10 năm qua. » Đọc thêm - Hungary : Viktor Orban một mình đối đầu với Liên Hiệp Châu Âu 4 nhiệm kỳ của Orban: Thất vọng của dân Hungary và sự trỗi dậy bất ngờ của Peter Magyar Sau 16 năm cầm quyền liên tục 4 nhiệm kỳ, thủ tướng Orban xác lập được một ảnh hưởng lớn trong giới cực hữu phương Tây, và đặc biệt là tiếng nói của Orban có vai trò quan trọng trong chính sách của Nhà Trắng với châu Âu thời Donald Trump, tuy nhiên, về đối nội, uy tín của Orban và FIDESZ có xu hướng giảm mạnh. Lạm phát tăng khoảng 50% từ 2020 đến 2025. Hungary trở thành một trong các nước có thu nhập thấp nhất châu Âu, sau khi đã từng là một nền kinh tế ở nhóm khá trong khối Cộng sản Đông Âu trước đây. Khoản tín dụng 18 tỷ euro của Hungary hiện đang bị Liên Âu đóng băng, do chính quyền Orban không tôn trọng pháp quyền. Từ một năm nay, chính trường Hungary đột ngột thay đổi khí sắc, với sự xuất hiện của một đảng đối lập mới, đảng trung hữu mang tên Tisza (Tôn trọng và Tự do) của Péter Magyar, một luật sư 45 tuổi và là nghị viên Nghị Viện Châu Âu. Theo nhiều thăm dò dư luận, đảng Tsiza có khả năng giành được đa số ghế trong Quốc Hội mới. Đọc thêm - Bầu cử Quốc Hội Hungary : Đảng đối lập với Viktor Orban dẫn đầu cuộc thăm dò Trả lời đài France 24, ông Jacques Rupnik, giáo sư tại Collège d'Europe ở Bruges (Bỉ), giám đốc nghiên cứu danh dự tại Sciences Po Paris, nhận định về một số điểm đáng lưu ý của cuộc bầu cử này: « Điều thú vị ở đây là ứng cứ viên đối lập cũng xuất thân từ đảng FIDESZ của thủ tướng Orban, đã có 20 năm hoạt động trong đảng này. Lãnh đạo đảng đối lập Tisza tấn công FIDESZ không phải về quá khứ của đảng này, điều đó sẽ khó khăn đối với chính ông ấy, mà là về hệ thống mà đảng này đã thiết lập. Cụ thể là sự kiểm soát của nhà nước đối với tất cả các thể chế, nạn tham nhũng, chủ nghĩa gia đình trị, kiểm soát truyền thông, v.v. Và đó là điều mà thế hệ trẻ mong muốn. Ta hãy nhớ là Orban khi bước vào chính trường đã lập ra đảng FIDESZ, một chính đảng của một nhóm sinh viên bất đồng chính kiến. Vì vậy, tôi nghĩ rằng việc bị thách thức bởi thế hệ trẻ, những người đồng cảm nhiều hơn với Péter Magyar, chắc hẳn sẽ là đòn đau với ông ấy. Orban tự nhận mình là người theo tư tưởng bảo thủ, nhưng ông ấy cũng thực sự già nua, nếu xét về mặt thế hệ. Tôi tin rằng đây là một điểm gây phân hóa rất mạnh trong cử tri Hungary ». Orban đả kích Ukraina và Liên Âu, ứng viên đối lập lên án « Nhà nước Mafia » Điều mà nhiều nhà quan sát ghi nhận là các áp phích, khẩu hiệu lên án tổng thống Ukraina, chủ tịch Ủy Ban Châu Âu hiện diện khắp nơi tại Hungary trong thời gian tranh cử, nhưng theo chuyên gia quan hệ quốc tế David Cadier, làm việc trong chương trình « An ninh châu Âu » tại IRSEM (Viện nghiên cứu chiến lược Trường Quân sự Paris), vấn đề chống tham nhũng là quan tâm của đông đảo cử tri, bất mãn với chính quyền Orban (trả lời Radio France) : « Tạm đồng ý là chính sách đối ngoại có vị trí trọng tâm trong cách thức mà các ứng cử viên công kích lẫn nhau. Tuy nhiên, khó có thể nói liệu vấn đề này sẽ có ý nghĩa như thế nào đối với quyết định lựa chọn của cử tri. Theo tôi, mấu chốt của cuộc bầu cử sẽ là tham nhũng. Và đó chính là điểm mà Péter Magyar đang tấn công vào hệ thống của Orban. Có nhiều điều mà ứng cử viên đối lập Péter Magyar không chống lại Orban, đặc biệt là những quan điểm mang tính ý thức hệ. Péter Magyar là một người theo phái hữu bảo thủ như Orban, kể cả về vấn đề viện trợ cho Ukraina. Tuy nhiên, ông ấy lên án Nhà nước Mafia, mà Viktor Orban bị cáo buộc đã thiết lập thông qua một hệ thống phòng chống buôn lậu liên quan đến lĩnh vực năng lượng, v.v.. Vì vậy, theo tôi, chính ở điểm này mà sự khác biệt có thể được tạo ra, và có lẽ điều này sẽ có tầm quan trọng lớn hơn nhiều. » Chế độ chuyên chế dưới vỏ bọc dân chủ hay « Nhà nước Mafia » Trả lời RFI tiếng Việt, nhà kinh tế học Nguyễn Quang A, người quan sát lâu năm xã hội Hungary, nhấn mạnh đến việc tại Hungary, ngày càng có nhiều người coi hệ thống chính quyền của thủ tướng Orban giống với một « Nhà nước Mafia ». Ông giải thích : « Hungary, Nga và một vài nước thuộc Liên Xô cũ gần với cái chế độ gọi là "chuyên quyền bảo trợ ", có thể gọi một cách dân dã là được đặc trưng bởi Nhà nước Mafia. Nhà nước Mafia (Maffiaállam) là một thuật ngữ do hai ông Magyar Bálint và Madlovics Bálint đặt ra, có một định nghĩa nghiêm túc về mặt học thuật (The Anatomy of Post-Communist Regimes, xuất bản năm 2020). Theo hai học giả này, Nhà nước Mafia là một nhà nước thâu tóm quyền lực về mọi mặt, quyền lực chính trị, quyền lực xã hội, quyền lực kinh tế. Và trong cái phần thâu tóm quyền lực kinh tế này, có một cái khía cạnh là làm giàu cho cá nhân những người nằm trong nhà nước mafia này, mà quan hệ quan trọng nhất là sự trung thành tuyệt đối với ông Trùm. Nhà nước mafia có thể nói là một tổ chức tội phạm mở, công khai, có vẻ ngoài hợp pháp. Tiếng Hung có hai từ, một từ là ''alvilág'' - thế giới ngầm, thế giới của tội phạm hạ lưu, hoàn toàn là ngoài vòng pháp luật như là mafia Ý chẳng hạn. Còn có một từ khác trong tiếng Hung gọi là ''felviág''. ''Felviág'' không phải là ngầm ở bên dưới, bất hợp pháp, mà là nổi lên bên trên, trong giới thượng lưu, với mục tiêu tập trung quyền lực, để thay đổi Hiến pháp, thay đổi các quy định của nhà nước pháp quyền. Cũng là viện công tố, cũng là cơ quan điều tra, cũng là tòa án Hiến pháp, và người bên ngoài, nếu mà quen với các thuật ngữ của phương Tây, thì tưởng rằng cũng hoạt động giống như ở bên Pháp hoặc Đức hoặc các nước Bắc Âu. Nhưng trong các chế độ ''chuyên quyền bảo trợ'', hay là trong ''Nhà nước Mafia'' này, thì thực sự chúng hoạt động hoàn toàn khác. » Đọc thêm - Tự do báo chí ở Hungary: 500 tờ báo chung một biên tập Nhà nghiên cứu Nguyễn Quang A cho biết thêm, khái niệm Bạch tuộc Hungary lần đầu tiên được Magyar Bálint, cựu bộ trưởng Giáo Dục Hungary (1996 - 1998 và 2002-2006), phát triển trong một bài báo năm 2001 (« Magyar polip – a szervezett felvilág / Bạch tuộc Hungary, một tiểu thế giới có tổ chức », Magyar Hírlap). Magyar Bálint cũng là đồng chủ biên cuốn « Bạch tuộc Hungary – Nhà nước Mafia hậu cộng sản » bằng tiếng Hungary (A Magyar polip – A posztkommunista maffiaállam), xuất bản năm 2013. Cuối thập niên 1990 đầu 2000, Hungary từng được coi là một ví dụ điển hình về quá trình chuyển đổi dân chủ thành công. Tuy nhiên, những sai lầm trầm trọng của các chính phủ tiền nhiệm, đặc biệt là cánh tả, dẫn đến lạm phát nặng nề, thất nghiệp phổ biến, nợ nần công và tư chồng chất, nhiều bê bối tham nhũng… đã góp phần vào chiến thắng của Orban năm 2010 (giới thiệu về cuốn sách Bạch tuộc Hungary – Nhà nước Mafia hậu cộng sản của Collège de France, năm 2014). Cuốn « A Concise Field Guide to POST-COMMUNIST REGIMES », của Magyar Bálint và Maldovics Bálint (Nxb Đại học Trung Âu 2022), đã được ông Nguyễn Quang A dịch sang tiếng Việt với nhan đề « Một tóm tắt cô đọng về CÁC CHẾ ĐỘ HẬU-CỘNG SẢN ». Đây là tóm tắt của cuốn « Giải phẫu các Chế độ Hậu-Cộng sản » (The Anatomy of Post-Communist Regimes, dài gần 900 trang) đã giới thiệu ở trên. Orban thao túng bộ máy, nắm gần trọn truyền thông: Nguy cơ bầu cử « bị tước đoạt » Về triển vọng bầu cử Hungary, cho dù không ít người đặt hy vọng vào việc chế độ Orban cáo chung với chiến thắng của đối lập, chuyên gia Steven Forti cảnh báo : « Đúng là các cuộc thăm dò dư luận cho thấy khả năng đảng đối lập Tisza thắng cử là rất cao. Nhưng chúng ta xem xét trước hết rằng Hungary là một ''chế độ chuyên chế về thông tin'', như nhận định của Peter Kreko, một nhà nghiên cứu chuyên về chính quyền Orban. Truyền thông hoàn toàn bị Orban kiểm soát. Sau đó, nếu chúng ta xem xét rằng các quy tắc của cuộc chơi – về luật bầu cử, hệ thống bầu cử, và nhiều chi tiết nhỏ khác liên quan đến hệ thống bầu cử - đều bị kiểm soát, chẳng hạn như ‘‘gerrymandering'', tức việc các khu vực bầu cử bị chính phủ thay đổi nhiều lần để đảm bảo cho Orban thắng cử. Cá nhân tôi rất hoài nghi, và không cho rằng đảng Tisza có cơ hội chiến thắng trong cuộc bầu cử này. » Trong một bài viết trên Le Monde, nhà nghiên cứu người Hungary Tibor Dessewffy cảnh báo : « Cấu trúc thể chế của Hungary hiện nay cung cấp nhiều công cụ để thực hiện các chiến lược như vậy: một Tòa án Hiến pháp ngoan ngoãn với Orban, đặt những người trung thành ở các vị trí chủ chốt và một hệ thống pháp luật được thiết kế với nhiều cạm bẫy ». Trả lời TV5 Monde về việc liệu thủ tướng Orban có phủ nhận hay không thất bại bầu cử, nếu kịch bản này xảy ra, nhà nghiên cứu David Cadier nhận định : « Có lẽ không trực tiếp, nhưng thay vì phá vỡ các quy tắc, ông ta có thể bẻ cong chúng để phục vụ mục đích riêng của mình. Thủ tướng Orban đã cài cắm nhiều cộng sự thân cận vào ngành tư pháp và truyền thông, vì vậy nhà lãnh đạo Hungary có thể làm chậm lại hoặc phản bác… Nhưng rất khó để dự đoán điều này. Có điều chắc chắn là những cải cách mà Orban đã thực hiện trong 16 năm cầm quyền sẽ rất khó bị đảo ngược trong thời gian ngắn ».
The S&P has been down for 4 straight weeks; we look for investments that may be attractive at these levels. We review top income ideas with above average distributions. We uncover recent stock purchases made by the Pelosi family.
Anas Instagram : https://www.instagram.com/zssnasSaad Instagram : https://www.instagram.com/le_consultant_itSalah Instagram : https://www.instagram.com/salahelfSalah QA testers community: https://www.linkedin.com/groups/17285055Chapters:00:00:00 مقدمة الحلقة 00:01:05 Nostalgia PES6 & Cyber00:04:45 قصة البيسي والفورماطاج 00:05:41 فرق الأجيال والعمر00:06:14 أصعب PERIODE: فاش سالي القراية وما لقيت PFE00:09:01 قصة واحد الخدام بغا يديميسيوني والمشاكل ديال الشركة00:11:48 نصائح قانونية: المفوض القضائي وحقوق الخدام00:13:08 أهمية الخروج للسوشيال ميديا ومشاركة المهارات00:14:14 مشكل التفاهة في المحتوى وكيفاش تنوع اللي كتكونسومي00:16:04 قصة إيوب مع PFE: السطاج اللي جا بالصدفة00:19:05 الحياة عشوائية: كيفاش صدفة قررات الكاريير كاملة00:19:43 دخول السي صلاح للستريم00:21:00 نصائح للي باغي يقلب على STAGE PFE00:22:01 واقع سوق الشغل في المغرب: IT & Cyber Security00:23:01 مشكل اللغة الفرنسية والكومينيكاسيون في الخدمة00:25:04 ما خصكش تخاف تهضر بالفرنسية 00:26:09 خصك تعرف تبيع راسك 00:29:03 Le maché du cyber sécurité au Maroc: الواقع والإشاعات00:30:00 دخول الثلاثي كامل: أنس وإيوب وصلاح00:31:07 النهار الأول ديال رمضان وقصة الصيام00:33:23 القهوة والصيام: الإدمان على الكافيين00:35:37 قصة كيفاش تلاقاو إيوب وصلاح: صدف الحياة00:38:19 أهمية Soft skills اللي كتعلمهم في المدرسة00:39:51 سر الصداقة الطويلة: 16 عام بلا خصام00:42:03 كيفاش تحافظ على صحابك بلا ما تستريسي عليهم00:48:20 الفرق بين PFA و PFE ونصائح لكل واحد00:52:02 Autoevaluation: كيفاش تعرف راسك واش technique ولا لا00:57:00 أنواع البروفيلات في Developpement: Doué و Autonome والمزعزع01:02:28 كيفاش تبني CV باش يعجب RH01:05:00 واش تنفخ في CV ولا لا؟ نصائح واقعية01:09:47 أخطاء في Entretien: ما تقولش لا وتسكت01:12:17 أحسن لغات البرمجة باش تلقى خدمة: JAVA وPython 01:15:42 AI والمستقبل ديال الخدمة في IT01:21:28 واقع سوق الشغل في المغرب مقارنة مع فرنسا وأمريكا01:27:51 نصائح Entretien technique : كيفاش تبريباري01:35:02 كيفاش تبيع راسك في Entretien وأهمية الكومينيكاسيون01:39:15 لا تنسى البيرسونا: courant بينك وبين recruteur مهم01:41:06 سؤال على Business Analyst والناسيوناليتي01:46:09 قصة كيفاش بدا صلاح وإيوب في السوشيال ميديا01:51:26 تحديات صناعة المحتوى في الدومين ديال IT01:54:20 كيفاش تمونيتيزي Community ديالك01:58:59 أهمية الاستثمار في Consultationوخلاصة الحلقة*******************************************************************Follow WLEP on IG: https://www.instagram.com/wladlhajexperienceListen on Spotify: https://spoti.fi/3w1beaGI stream on Kick: https://kick.com/wladlhajexperienceI stream on Twitch : https://www.twitch.tv/anasokaaJoin our community on Discord: https://discord.gg/XTVf8cCnSy#بودكاست #podcast #maroc #المغرب
Copper prices just hit a 2-year high due to supply shortages and AI data center demand. We will analyze why "Dr. Copper" is signaling global growth despite the recession fears.Today's Stocks & Topics: American Tower Corporation (AMT), Market Wrap, Freeport-McMoRan Inc. (FCX), BHP Group Limited (BHP), CBRE Group, Inc. (CBRE), “Copper: The "New Oil" Breakout”, Pfizer Inc. (PFE), Strathcona Resources Ltd. (SCR.TO), The Allstate Corporation (ALL), Artificial Intelligence (AI).Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands
Interview de Nathan, Sacha et Guillaume: Le PFE Présenté par Doc ! Aujourd'hui, avec Nathan, Sacha, étudiants, et Guillaume, leur encadrant a ArtFX Montpellier, nous parlons du PFE, le Projet de Fin d'Etude ! Le fameux court métrage qui clôture les années d'études en 3D est une mini prod. Explorons toutes les facettes de ce tour de force étudiant ! Voici les références et liens dont nous parlons dans l'émission et plus encore: _ ArtFX https://artfx.school/ _ Nathan Galmiche https://www.linkedin.com/in/nathan-galmiche-bb82482a3 _ Sacha Couffignals https://www.linkedin.com/in/sacha-couffignals _ Guillaume Arrighi https://www.linkedin.com/in/guillaume-arrighi-a484079 _ Buf https://buf.com _Quantic Dream https://www.quanticdream.com/fr _Illumination https://www.illuminationstudiosparis.com/?lang=fr _ Prism Pipeline https://prism-pipeline.com/ Si vous voulez nous soutenir: _Devenez Patreo-Bipede! (Patreon): Become a Patron! _PayPal (pour des dons uniques): _La boutique de Goodies: https://shop.spreadshirt.fr/cgwhy/ Grand merci à nos PatréoBipèdes: _BLACK_LAUGH _Tristan Perard _Raphaelle Bonneton - Lighting Artist _Belisaire Earl - CG Supervisor _Johanna Aïli – Lighting Artist – https://vimeo.com/992945915 _Axel Taus - Doctorant en Production _Quentin Aguirre – Animateur _Sylvain Nouveau – Superviseur FX – http://www.ref-fx.com/ _Adrien Dussaud - Etudiant Rendu/Compo - https://vimeo.com/661968939 _Emilie Damo - Layout Artist _Thierry Espeyrac - Directeur Artistique _Mickael Beugnier - Motion Designer - http://linkedin.com/in/mickael-beugnier _François de Chateleux _Vincent Bachmatiuk - expert rendu PBR _Thibault Pansiot - Animateur 3D - https://www.animstarter.com _Frederic Bonometti _Kader Alihadef - Animateur 3D _Audrey Krawczyk - Photographe - https://www.audreyk.fr/ _Indra Raghouber _Guillaume Bertrand _Dominique Vidal - VFX Sup (BUF) _Quentin Herfeld - VFX Producer _Jean-Baptiste Baron - Consultant Digital (Tech4Art Consulting) _Akuto _Mauryl Saint-Jalmes _Loic Huss _Pierre Bertin Si vous avez des questions, commentaires, corrections à apporter ou des mots sympa, n'hésitez pas à le faire via les réseaux sociaux, le mail ou les commentaires de l'émission. Nous faisons notre possible pour vous répondre au plus vite ;) _CGWhy sur Internet: Mail: cgwhypodcast@gmail.com Twitter: @cgwhypodcast Instagram: https://www.instagram.com/cgwhypodcast/ Facebook: https://www.facebook.com/cgwhypodcast/ Spotify: https://open.spotify.com/show/0OliAxlgRpRsbQbFlALQ9y Deezer: https://www.deezer.com/fr/show/392962 Génériques: Vulfpeck - Welcome to Vulf Records (feat. Joey Dosik) https://www.youtube.com/user/DJparadiddle/featured https://www.youtube.com/watch?v=eCO_hcBz-0I N'hésitez pas à noter, commenter l'émission et à nous rester fidèles :) Rendez-vous bientôt pour la prochaine émission !
A $19.5 billion charge will hit Ford's (F) balance sheet in regards to the legacy automaker's EV business. Diane King Hall explains why the company is making a strategy pivot and how Ford expects outlook to improve despite the charge. Pfizer's (PFE) guidance wasn't rosy as COVID product sales continue to decline. Lockheed Martin (LMT) faced pressure from a Morgan Stanley downgrade. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
While the A.I. trade and Trump's knock on health insurers took a lot of market attention in Monday's session, Marley Kayden and Sam Vadas turn to other stories behind today's moves. Healthcare saw another big headline in Pfizer's (PFE) bid for Metsera (MTSR) while international traders had their eyes on China.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
In this week's episode of Dividend Talk we kick off with Kimberly-Clark's surprise move to buy Kenvue, asking if it's a smart acquisition or a future balance-sheet headache. Then we review Q3 earnings from Novo Nordisk, Wolters Kluwer, and Ahold Delhaize, three European dividend powerhouses facing very different challenges.Novo Nordisk's obesity drugs, valuation reset, and dividend safety dominate the discussion, while Wolters Kluwer's high-PE sell-off and the impact of AI on research businesses spark debate on fair value and buybacks. We also look at Snap-on's double-digit dividend hike and Simon Property Group's steady income growth for REIT investors.Later, we revisit our “Monthly Dividend Portfolio” challenge from 2022, checking how picks like Altria, AbbVie, Johnson & Johnson, Realty Income, Shell, and Texas Instruments performed with lessons on dividend growth, yield, and diversification.In the listener Q&A, we cover:Dividend tax strategies and EU exit taxes How to handle rising wealth taxes as a dividend investor Fair-value analysis vs Morningstar valuations Our take on Volkswagen, General Mills, GreenCoat UK, ExxonMobil vs Chevron, and the global renewable-energy transition Thoughts on Unilever's upcoming Magnum spinoff SEE YOU ON THE INSIDE!!Tickers discussed: KMB, KVUE, NVO, LLY, PFE, WKL.AS, AD.AS, SNAP-ON, SPG, MO, ABBV, JNJ, O, TXN, SHEL, GIS, XOM, CVX, UKW.LJoin us:[Facebook] – Https://www.facebook.com/groups/dividendtalk[Twitter] – @DividendTalk_ , @European_DG[Discord] – https://discord.gg/nJyt9KWAB5[Premium Services] – https://dividendtalk.eu/download-your-free-samples/[Malmo Meetup] – https://t.co/STgV1nMWKj
Stocks faced pressure Tuesday morning in an apparent tech-led sell-off. Kevin Green isn't raising the alarm, noting many tech names ran significantly higher and attributes the selling to profit-taking. He points to the SPX futures holding its 20-day SMA and expanding market breadth as other signals of strength. On the earnings front, Kevin explains why Palantir (PLTR) has sold off following stellar earnings. He later talks about Pfizer's (PFE) solid report and attempts to break out into new industries.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Join Ed, Amy and Nay Dawson as they talk through a Christian approach to Halloween for parents. We can use Halloween as an opportunity to talk to our children about fearless faith, living distinctively and loving generously. It is also the one time when our community knocks on our door. How can we love them, offer them something of Christ without compromising our deep conviction that Christ is the light of the world?People: Ed Drew - Director of Faith in KidsAmy Smith – Writer for Faith in KidsNay Dawson - Nay is the founder of Passion for Evangelism. PfE exists to empower, encourage, and equip women to share the good news of Jesus with God-given confidence and creativity. Quote from Nay:“It may well be that we don't trick or treat ourselves. My two daughters get really scared of that kind of stuff. But we were so busy last year. All we were doing was constantly filling up this box to give away ‘gift bags of light'. If you're unconvinced, go back to Scripture to see what is says about being light of the world, and if Jesus is the light of the world, we have this incredible opportunity to bring light into darkness and point to the light on this dark night.” If you have any questions or comments, please get in touch with us at podcast@faithinkids.org. We won't read out your emails on the podcast if you don't want us to, but we'd love to hear your stories and feedback. We would love to speak to some families or share your stories on social media, be brave and get in touch!Genuinely, we love hearing from folks, and helps us feel less like we are speaking into the void - do send us a friendly hello on email or socials, it might just make our day!Support the show (http://www.faithinkids.org) Support the show
In this episode of the Business of Aesthetics Podcast, host Don Adeesha is joined by Dr. Alexis Delobaux, a world-renowned plastic surgeon, pioneer in high-definition body contouring, and the creator of the groundbreaking SMART BBL. The discussion, titled "Beyond Blind Injections: How Dr. Delobaux's SMART BBL is Redefining Safety and Liability," tackles the immense patient safety and liability risks associated with one of the industry's most in-demand procedures, the Brazilian Butt Lift. Dr. Delobaux provides an essential blueprint for how pioneering a new standard of care isn't just about offering what's popular, but about pioneering what's safe. Dr. Delobaux details the specific anatomical dangers of the traditional "blind" BBL, explaining how the risk of a fatal pulmonary fat embolism (PFE) comes from accidentally injecting fat into the large veins within and below the gluteal muscle. He shares the story of how a patient's question about safety sparked his journey to find a solution. The answer was the SMART BBL, a revolutionary technique that uses real-time ultrasound to transform the procedure from a tactile, feel-based surgery into a precise, visually-guided, and data-driven one. This shift allows surgeons to see every anatomical layer, ensuring fat is placed exclusively in the safe subcutaneous space and never in the muscle. Beyond preventing catastrophic complications, Dr. Delobaux explains how this visual precision leads to superior aesthetic outcomes, including better fat survival, symmetry, and contour regularity by targeting specific deep compartments. From a business perspective, adopting this technique is presented as essential for future-proofing a practice. Dr. Delobaux discusses how the state of Florida now mandates ultrasound for BBLs, signaling a new legal standard of care that significantly impacts a clinic's liability and enhances patient trust during the informed consent process. Finally, Dr. Delobaux addresses the resistance to new technology within the surgical community and outlines the manageable learning curve for mastering the ultrasound-guided technique. His key takeaway for all practitioners is an unwavering focus on "Safety, safety, safety". He makes a powerful case that when technology exists to lower the risk of an aesthetic procedure, there is an ethical obligation to adopt it, because no patient should risk their life for the sake of beautification.
In this KE Report Daily Editorial, we're joined by Joel Elconin, Co-Host of the PreMarket Prep Show and Founder of the Stock Trader Network, to discuss market dynamics amid the ongoing U.S. government shutdown and missing economic data. With key reports like jobs and inflation delayed, Joel outlines what's driving markets in the meantime and what could shift sentiment once data resumes. Key Discussion Highlights: No data, no problem? Markets remain steady despite a lack of government reports, with momentum trades and algos leading the way. Earnings season ahead: Big banks kick things off next week, followed by mega-cap tech and retail - with expectations running high given lofty market levels. Tariffs and guidance: Companies may use tariff uncertainty to lower expectations, but actual impacts appear limited so far. AI & government stakes: A new phenomenon - the U.S. government taking positions in tech, healthcare, and resource companies - fueling strong rallies but raising sustainability questions. Sector rotation: Homebuilders slump despite easing rates; value stocks and healthcare catching bids as mega-cap tech momentum fades (except Nvidia). Retail & Robinhood: Retail traders remain dominant. Robinhood's expansion into prediction markets could drive another wave of activity if pattern day trading rules are eased. Stocks / symbols mentioned: AAPL, MSFT, NVDA, ORCL, AMD, INTC, PFE, HOOD, DKNG, PENN, DAL, PEP, XLV ------------------ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Today is that day—once every two years—when this podcast goes back to basics and we restate and recommit to the eternal verities David sees in business, in investing, and in Rule Breaker Investing. So put down those oars, join us aboard our sailboat, and let the winds guide you back toward these valuable core beliefs. Whether you're well steeped in Foolishness or at the beginning stages of your investing journey, these are nine foundational truths not to be forgotten. Stocks Mentioned: AMZN, GOOG, HUBS, ISRG, MELI, MRNA, NFLX, PFE, SBUX Sign up for The Motley Fool's Breakfast News here:www.fool.com/breakfastnews Order David's Rule Breaker Investing book here: https://www.amazon.com/gp/product/1804091219/ Host: David Gardner Producer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices
There may be a potential long-term shift in global investment flows-- driven by a combination of a weaker dollar and cooling global inflation. Today's Stocks & Topics: Elastic N.V. (ESTC), Market Wrap, Power Solutions International, Inc. (PSIX), Sprott Gold Equity Investor (SGDLX), Pfizer Inc. (PFE), Organon & Co. (OGN), Emerging Markets are Finally Rallying, CommScope Holding Company, Inc. (COMM), How to Navigate the Market, Americold Realty Trust, Inc. (COLD), Eastman Chemical Company (EMN).Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto: https://gusto.com/investtalk* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
Some drug stocks are cheap but is it another fake out? (0:30) - Can You Find Strong Value Investments In Drug Stocks Right Now? (3:40) - Breaking Down The Recent Industry Performance (9:00) - Tracey's Top Stock Picks (30:00) - Episode Roundup: PFE, MRK, ABBV, LLY, NVO
Simon and Dan return with the second half of their deep dive into 50 Ways to Invest in the AI Revolution. While Part 1 covered the obvious giants—semiconductors, hyperscalers, pure-play AI software, enterprise apps, and data center REITs—this episode looks at some of the less obvious but equally important beneficiaries of AI. From utilities and grid infrastructure to commodities like uranium, copper, and natural gas, they explore the backbone powering AI’s massive energy demand. They also dig into healthcare, cybersecurity, IT consulting, and industrial automation—sectors where AI is already improving efficiency, margins, and innovation in ways most investors overlook. Once again, they highlight dozens of companies and ETFs across these subsectors, balancing both the opportunities and the risks. If you’re wondering how to get diversified AI exposure beyond the usual suspects like NVDA and MSFT, this episode is packed with fresh angles and ticker ideas. Tickers discussed: Utilities & infrastructure: NEE, CNP, D, CPX.TO, BEPC, BIP.UN.TO, PWR, MTZ, SU, ENB Commodities & energy: TECK.B.TO, TOU.TO, URA, U.UN.TO, UNG, ZEO.TO, BCIM Healthcare: GEHC, SMMNY, PFE, ISRG, WELL.TO, ZHQ.TO Cybersecurity: CRWD, PANW, HAK, CYBR.TOConsulting & IT services: ACN, IBM, INFY Industrial automation: ROK, ABB, PNG.V Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.
Scott Zari says we're in the "very early stages" of the weight loss market. He points to Eli Lilly (LLY) as the market leader but notes Novo Nordisk (NVO) as a strong competitor, especially as it develops a Wegovy pill to compete against Eli Lilly's Zepbound. Scott also touches on Pfizer's (PFE) acquisition of Metsera (MTSR) and called it Pfizer's true way of entering the GLP-1 market after its pill failed.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Wedbush continues to see tremendous upside for Apple (AAPL), citing iPhone sales and the new iPhone Air as catalysts. Pfizer's (PFE) acquisition of Metsera (MTSR) sent the obesity drug maker's stock soaring after the opening bell. Morgan Stanley upgraded several chipmakers while downgrading one. Diane King Hall takes investors through the biggest stories to start the trading week.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Rick Bensignor, President of Bensignor Investment Strategies and editor of Supposedly Irrelevant Factors, joins us to discuss practical trading strategies for persistent bull markets across U.S. equities, precious metals, and select international markets. We focus on how to manage winners without getting shaken out by every “it's overbought” headline. Key takeaways Separate long-term holdings from tactical trades. Trim or hedge positions at technical targets instead of selling outright. Spotting exhaustion signals at highs with tools like DeMark counts. Case studies: trimming $TSLA, $INTC, $PAAS; tactical put spreads in $GLD. Why most investors should limit trading to 10-15% of assets and let ETFs ($SPY, $QQQ, $DIA) compound long term. Stocks & ETFs mentioned SPY, QQQ, DIA, TSLA, PAAS, SLV, GLD, GDX, INTC, NVDA, PFE. For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
In this episode, we go over yield traps and why abnormally high dividends often signal business stress rather than easy income. We walk through how falling share prices inflate trailing yields, why payout ratios and free cash flow coverage matter, how special dividends can skew TTM yields, and when sector “norms” turn into red flags. To make things easier to spot, we do a sector by sector overview of what is considered a normal yield and what is considered a high and likely unsustainable dividend yield. Tickers of stocks/ETFs discussed:UPS, FDX, BCE.TO, T.TO, T , VZ, DIS, NFLX, WBD, FOXA, NWSA, GOOGL, CNR.TO , TFII.TO, PFE, LLY, IBM, AQN.TO, FTS.TO, IFC.TO, SU.TO, CNQ.TO, XOM, FNV.TO, WPM.TO, TOU.TO, AP.UN.TO, MMM, QQQ, QYLD. Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
12 Articles With Great ESG Stock Picks. Includes the terrific Humankind ranking, top infrastructure, lithium mining, and AI stock picks. By Ron Robins, MBA Transcript & Links, Episode 157, July 25, 2025 Hello, Ron Robins here. Welcome to my podcast episode 157, published on July 25, 2025, titled “12 Articles With Great ESG Stock Picks.” Before I begin, I want to let you know that my next podcast will be on August 22nd as I'm taking some time off. So, 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. Additionally, please visit this podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 12 articles for you in this podcast! Note that some companies are mentioned more than once! ------------------------------------------------------------- Humankind 100 rankings I'm beginning this episode with another of my favourite company rankings whose annual list has just been released. It's the Humankind 100 rankings. Here is an overview of them from their website. “The Humankind 100 celebrates the one hundred U.S. public companies with the highest Humankind Values. We believe these companies consistently work to create large amounts of value, not just for their investors, but for humanity at large. The Humankind 100 companies are ranked based on Humankind Value, a proprietary metric that provides an estimate of the overall dollar amount a company creates for investors, consumers, employees, and society at large, and are therefore among the most ethical companies in the United States, according to our research.” End quotes. Their top 5 companies are Alphabet Inc. (GOOGL), Eli Lilly & Company (1LLY.MI), Johnson & Johnson (JNJ), AbbVie Inc. (ABBV), and Pfizer Inc. (PFE). ------------------------------------------------------------- Infrastructure Stocks To Consider - July 12th This second article features a sector favoured by many ethical and sustainable investors. The article is titled Infrastructure Stocks To Consider - July 12th. It's by MarketBeat and seen on marketbeat.com. Here are some quotes from the article. “1. NVIDIA Corporation (NASDAQ:NVDA) provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating metaverse and 3D internet applications. 2. Coinbase Global, Inc. (NASDAQ:COIN) provides financial infrastructure and technology for the crypto economy in the United States and internationally. The company offers the primary financial account in the crypto economy for consumers; and a marketplace with a pool of liquidity for transacting in crypto assets for institutions. Read Our Latest Research Report on COIN 3. Alphabet (NASDAQ:GOOGL) offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. Read Our Latest Research Report on GOOGL 4. Broadcom (NASDAQ:AVGO) designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. Read Our Latest Research Report on AVGO 5. Oracle (ORCL) offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning (ERP), Oracle Fusion cloud enterprise performance management, Oracle Fusion cloud supply chain and manufacturing management, Oracle Fusion cloud human capital management, Oracle Cerner healthcare, Oracle Advertising, and NetSuite applications suite, as well as Oracle Fusion Sales, Service, and Marketing.” End quotes. ------------------------------------------------------------- Best Lithium Mining Stocks 2025: Buy Top Mining Stocks Now Every investor knows that lithium is a basic mineral for electric batteries. So, this next article will interest many investors. It's titled Best Lithium Mining Stocks 2025: Buy Top Mining Stocks Now. It's by Farmonaut and found on farmonaut.com. Here are some quotes by Farmonaut on each of their picks. “1. Albemarle Corporation (NYSE: ALB) headquartered in the USA, is the world's largest lithium producer… With operations spanning North America, South America, and Australia, Albemarle boasts: Diversified extraction & processing operations, including high-margin lithium brine and hard rock mining projects Ongoing investments to expand production capacity in Nevada (USA), Chile, and Australia A resilient supply chain and ability to scale output to meet global demand Strategic partnerships with leading EV battery makers Strong commitment to sustainable mining and ESG practices Albemarle's scale, geographic diversification, and innovation position it as one of the best performing mining stocks of 2025. 2. Sociedad Química y Minera de Chile (or SQM) (NYSE: SQM) is South America's lithium market leader. Based in Santiago, Chile, SQM boasts some of the world's largest and lowest-cost lithium brine operations situated in the renowned Lithium Triangle (Chile, Argentina, Bolivia): Extensive lithium reserves & robust extraction technology, delivering high efficiency Geopolitical stability—Chile enjoys a relatively favorable mining regulatory environment compared to other regions Cost-effective production enables SQM to remain highly profitable even as competition heats up Continuous expansion to satisfy increasing global lithium demand for EV batteries and storage solutions Environmental sustainability programs, making SQM attractive for ESG-focused investors SQM competitive positioning ensures it remains a top choice in the best lithium mining stocks to buy for 2025. 3. Livent Corporation (NYSE: LTHM) distinguishes itself by focusing on high-purity lithium chemicals for next-generation battery technologies. With operations in the United States, Argentina, and China, Livent stands out for: Supplying premium lithium hydroxide and carbonate solutions for advanced battery manufacturers Strong partnerships with key players in the EV battery chain, including Tesla Expansion projects in Argentina and the U.S., boosting 2025 production capacity and flexibility ESG and sustainability initiatives for responsible lithium extraction Livent is uniquely positioned for specialty market growth, making it one of the best lithium mining stocks for investors eyeing niche applications and supply chain integration. 4. Piedmont Lithium (NASDAQ: PLL) though a smaller player, it has become a rising star by focusing on high-quality spodumene reserves in the United States—especially in North Carolina's Carolina Tin-Spodumene Belt. Piedmont brings: Strategic U.S. supply source—critical for domestic battery manufacturers and government-led supply chain diversification Fast-tracked expansion projects supported by U.S. regulatory incentives and EV adoption targets Potential to benefit from blockchain-based traceability in mining—enhancing transparency for institutional investors Growing interest from global automakers and battery companies seeking secure lithium supply Piedmont's agility and domestic positioning could mean outsized growth as U.S. policy emphasizes onshoring critical battery mineral chains.” End quotes. ------------------------------------------------------------- 5 Artificial Intelligence (AI) Infrastructure Stocks Powering the Next Wave of Innovations Now, like most investors, you probably are invested in AI stocks, either directly or via funds. Hence, this next article 5 Artificial Intelligence (AI) Infrastructure Stocks Powering the Next Wave of Innovations, should interest you. It's by Justin Pope and found on fool.com. Here is some of what Mr. Pope says about his picks. “1. Nvidia (NASDAQ: NVDA) The company has maintained its winning position as it progressed from its previous Hopper architecture to its current Blackwell chips, and it expects to launch its next-generation architecture, with a CPU called Vera and a GPU called Rubin, next year. Analysts expect Nvidia's revenue to grow to $200 billion this year and $251 billion in 2026. 2. Amazon (AMZN) Web Services (AWS) has long been the world's leading cloud platform, with about 30% of the cloud infrastructure market today. Through the cloud, companies can access and deploy AI agents, models, and other software throughout their businesses. 3. Microsoft (MSFT) Its Azure is the world's second-largest cloud platform, with a market share of approximately 21%. Microsoft stands out from the pack for its deep ties with millions of corporate clients. 4. Arista Networks (ANET) sells high-end networking switches and software that help accomplish this. The company has already thrived in this golden age of data centers, with top clients including Microsoft and Meta Platforms, which happen to also be among the highest spenders on AI infrastructure. 5. Broadcom (AVGO) which specializes in designing semiconductors used for networking applications. For example, Arista Networks utilizes Broadcom's Tomahawk and Jericho silicon in the networking switches it builds for data centers. Broadcom's AI-related semiconductor sales increased by 46% year-over-year in the second quarter.” End quotes. ------------------------------------------------------------- Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) The final reviewed article for this podcast episode is titled Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) and was written by the Analyst Team and seen on asktraders.com. Now a few quotes from the article by the Team. “1. Ecolab (ECL) a global leader in water, hygiene, and infection prevention solutions, presents a straightforward ethical narrative. Its products and services help businesses reduce water consumption, improve hygiene standards, and prevent infections, contributing directly to public health and environmental protection… Analyst ratings remain in line with current pricing, with Wells Fargo & Company reiterating a price target of $260.00 in May 2025. With the Ecolab stock price having gained 14% since the start of the year, the company has managed to outperform the market on the period whilst holding true to it's ethical standing. While its dividend yield of approximately 1.1% is slightly higher than others on the list, its P/E ratio of around 38x indicates a similar valuation based on future earnings potential. 2. Microsoft (MSFT) presents a complex ethical profile. On one hand, its commitment to carbon neutrality, investments in renewable energy, and initiatives to bridge the digital divide are commendable… The stock's impressive 20% YTD return and a consensus analyst price target of $475 reflect market confidence in its financial stability and future growth, primarily driven by its cloud and AI segments, making it one to keep on shortlists… While Microsoft offers a modest dividend yield of around 0.7%, its high P/E ratio of approximately 36x suggests a premium valuation reflecting its growth potential rather than a focus on immediate shareholder returns. The company's low debt-to-equity ratio underscores its financial strength, allowing it to invest heavily in research and development and pursue ambitious sustainability goals. 3. United Natural Foods (UNFI) stock has pulled back ~15% this year, although remains firmly higher over the past 12 months, with a gain of more than 70%. The company, a leading distributor of natural, organic, and specialty foods, presents the most challenging investment case with the recent cyber incident causing a sharp pullback in the stock. This could in fact be an opportunity… Unlike Microsoft and Ecolab, United Natural Foods does not offer a dividend, reflecting its current financial constraints. Its low P/E ratio of around 8x suggests a deeply discounted valuation, reflecting the market's skepticism about its turnaround prospects. Recent earnings on July 16 beat expectations, however, and the stock is on the move with an 8% gain immediately off the back.” End quotes. ------------------------------------------------------------- More articles of interest from around the world for ethical and sustainable investors 1. Title: Top 10: Wind Power Companies on energydigital.com. By Jasmin Jessen. 2. Title: Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) on AskTraders.com. By Analyst Team. 3. Title: The Green Gold Rush: Why Techem's $6.7B Sale Signals a Buying Opportunity on ainvest.com. By Wesley Park. 4. Title: AJ Bell adds Rathbone Ethical Bond to buy list on portfolio-advisor.com. By Christian Mayes. 5. Title: Procter & Gamble Named Top Socially Responsible Dividend Stock on ainvest.com. By Ainvest. 6. Title: 11 Best Halal Dividend Stocks to Buy Now on insidermonkey.com. By Vardah Gill. 7. Title: JPMorgan Picks 3 Top Stocks In Alternative Energy On Heels Of Trump's 'Big Beautiful Bill' - First Solar (NASDAQ:FSLR), Brookfield Renewable (NYSE:BEPC), and HASI (NYSE:HASI) on benzinga.com. By Priya Nigam. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “12 Articles With Great ESG Stock 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 deeply troubled times! Contact me if you have any questions. Thank you for listening. As I mentioned earlier, I'm taking some time off, so I'll talk to you next on August 22nd. Bye for now. © 2025 Ron Robins, Investing for the Soul
Notas del Show: En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street opera mixto ante expectativa inflacionaria: Futuros sin dirección clara: $SPX plano, $US100 -0.1%, $INDU +0.1%. El mercado asimila el IPC de junio mientras se publican el IPP (0.2% m/m esperado) y resultados de $BAC, $GS y $MS. Las tasas a 10 y 2 años se mantienen estables. • Trump lanza mega plan de energía e IA desde Pennsylvania: Se anunciaron inversiones por $36B en centros de datos y $56B en energía. Hiperescaladores como $AMZN, $GOOG y $CRWV participarán. Wedbush estima un gasto de $2T en IA en los próximos tres años. • Critical Metals se dispara por avances en Groenlandia: $CRML +32.7% tras lanzar programa de perforación en Tanbreez. El yacimiento suma 22.56B toneladas y podría valer hasta $3.6B. El estudio de viabilidad y expansión del depósito Fjord generan gran expectativa. • Trump evalúa aranceles a fármacos y chips a fin de mes: Nuevas tarifas afectarían a $PFE, $MRK, $LLY, $AAPL y $SSNLF. Iniciaría con tasas bajas y subiría hasta 200%. Se esperan acuerdos bilaterales antes del 1 de agosto, con India como prioridad. Una jornada de inflación, resultados bancarios y posicionamientos estratégicos de Trump en IA, energía y comercio global. ¡No te lo pierdas!
En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street se estabiliza tras repunte reciente: Los futuros moderan: $SPX -0.3%, $US100 -0.4%, $INDU -0.2%. Los bonos del Tesoro también retroceden. El mercado consolida tras varios días de ganancias impulsadas por la tregua comercial EE.UU.–China y datos de inflación a la baja. Hoy no hay reportes económicos clave, pero hablarán varios miembros de la Fed, en medio de señales de cautela sobre política monetaria. • Waymo extiende su red de robotaxis: $GOOG $GOOGL recibió aprobación para expandir Waymo One en el Área de la Bahía, incluyendo San José. Junto a $UBER, inició operaciones piloto en Atlanta con lanzamiento completo previsto para verano. Waymo ya realiza 250,000 viajes pagos semanales en 4 ciudades y proyecta llegar a Miami y Washington D.C. en 2026. • Pfizer amplía su cartera oncológica con biotech china: $PFE firmó un acuerdo global con 3SBio por el desarrollo del anticuerpo SSGJ-707, con pagos potenciales de hasta $6 Billones. El tratamiento, actualmente en fase clínica en China, será producido en EE.UU. y entrará en fase 3 en 2025. Pfizer también invertirá $100M en acciones de 3SBio, consolidando su presencia en el mercado asiático. • Delta demanda a CrowdStrike por fallo global: $DAL avanza con una demanda contra $CRWD tras el colapso del software de ciberseguridad en julio de 2024. La aerolínea reclama $500 Billones en pérdidas por interrupciones operativas y cancelaciones. Un tribunal de Georgia permitió continuar con cargos por negligencia grave. Paralelamente, $DAL enfrenta una demanda colectiva de pasajeros. Una jornada de calma en los mercados, mientras destacan avances tecnológicos, apuestas farmacéuticas y batallas legales de alto impacto. ¡No te lo pierdas!
En este episodio analizamos las claves del inicio de semana en los mercados: • Wall Street vuela tras tregua EE.UU.–China: Futuros al alza con $SPX +3.1%, $US100 +4% y $INDU +2.4%. EE.UU. y China acordaron reducir aranceles por 90 días: Washington bajará del 145% al 30% y Pekín del 125% al 10%. Las conversaciones en Suiza fueron calificadas como “productivas” y se creará un mecanismo de consultas para seguir negociando. El mercado también espera el CPI de abril mañana. • Acuerdo alivia guerra arancelaria: El pacto cubre la mayoría de tarifas recíprocas recientes. Ambas potencias mantendrán la pausa mientras discuten nuevos términos. Se evalúa una posible reunión en EE.UU., China o un país neutral. Las bolsas globales reaccionan con fuerza al anuncio. • Trump golpea a farmacéuticas con nueva orden: El presidente anunció una orden ejecutiva para reducir precios de medicamentos entre 30%-80%, alineándolos con estándares internacionales. $LLY -2.2%, $AMGN -2.6%, $MRK -2.4%, $PFE -3.3%. En Europa, $AZN -5% y $GSK -2.6%. El sector salud fue el más afectado en Asia. Un episodio donde la diplomacia comercial domina el panorama, pero también se encienden alarmas en el sector farmacéutico global.
Tracey Ryniec, Zacks Senior Stock Strategist, and Bryan Hayes, editor of Zacks Income Investor newsletter, discuss 5 popular stocks with high dividend yields. Can the dividend be trusted? (1:00) - Should You Be Investing Into High Paying Income Stocks? (8:40) - Top Stocks To Keep On Your Watchlist Right Now (36:45) - Episode Roundup: WHR, PFE, CVX, CC, DOW
En este episodio, repasamos los temas más importantes del día: • Wall Street celebra resultados tech: Los futuros suben con fuerza tras sólidos earnings de $MSFT (+8.2% premarket) y $META (+6.2%). $SPX +1.2%, $US100 +1.6% y $INDU +0.7%. Wall Street cerró con rebote tras la primera contracción del PIB desde 2022. Hoy se esperan datos de desempleo (224K), PMI e ISM de abril. • Trump impulsa vacuna universal: La administración lanza el programa “Generation Gold Standard” con $500B para desarrollar vacunas contra múltiples virus. Se usarán tecnologías clásicas como virus inactivados. Ensayos planeados para 2026; aprobación esperada en 2029. Involucra a $AZN, $GSK, $SNY, $PFE, $MRNA, $NVAX y otras. • Amazon amplía cobertura rural: $AMZN invertirá $4B en expandir su red de entregas en zonas rurales, cubriendo 13,000 códigos postales y creando 100,000 empleos. La iniciativa permitirá más de mil millones de paquetes adicionales al año. Acciones suben +2.7% tras el anuncio. Un episodio que destaca innovación médica, expansión logística y el poder de las tecnológicas en el mercado. ¡Dale play y no te lo pierdas!
S&P Futures are giving up early morning gains and are now trading lower. Key news stories this morning is the pending announcement from the Trump Administration that they will be lowering some tariffs on auto parts. Earnings remain a key focus for today. PFE, HON, HLT & UPS are trading higher after their earnings releases. After the bell today, V, SBUX, MDLZ & PPG are scheduled to report. The next three days feature a flood of first-quarter earnings from large U.S. and international companies. On the economic calendar for today is the latest Consumer Confidence reading and the JOLTs report.
S&P Futures are weakening this morning as the market heads into a key trading week. Treasury Secretary Scott Bessent defended the Trump administrations tariff plan over the weekend and said that he expects a "de-escalation" with China in the short term, followed by an agreement in principle before an actual trade deal is worked out in the coming months. He is schedule to give an interview this morning at 8:00 am with CNBC. Fed officials have entered into a blackout period ahead of the upcoming Fed Meeting next week. The week ahead has a host of key economic reports due out including GDP, PCE, & Non-Farm Payrolls. Earnings Seasons is here with reports due out this week from HON, PFE, KO, V, SBUX, MSFT, META QCOM, AMGN, AAPL & AMZN.
S&P Futures are weakening this morning after multiple days of strong gains. Earnings and Trade Talks are the key themes for the day. Google released a strong earnings report yesterday; their operating income was a key highlight. Both the U.S. and China appear to be ready to start to de-escalate the trade tensions which is a key step that needs to happen in order for talks to begin. The U.S. will be announcing trade deals with South Korea, India and possibly Japan. The deals will be more political theater than a true agreement. On the economic front today is the final consumer sentiment reading for April from the Universite of Michigan. Earnings Seasons picks up next week with reports due out from HON, PFE, KO, V, SBUX, MSFT, META QCOM, AMGN, AAPL & AMZN. Q1 tech earnings have been coming in better than expected.
Eric Beyrich says, “this is the time of year we actually thrive” as he looks at a low-bid, high-yield strategy. He compares the ratio of value to growth in the market and says there's a “long way to go” to get back to equilibrium after tech's massive run. He expects the S&P 500 to have a bad year, but most stocks to have an up year. His picks include ADT, DOW, PFE, AMCR, and BERY.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Karen Anderson, director of healthcare equity research for Morningstar Research Services, discusses the forces shaping the landscape and where she sees opportunities for investors. Key Takeaways:Why Healthcare Stocks Have Been Resilient During the Market DownturnHow Regulatory Changes Could Affect the Healthcare IndustryWhy Healthcare Stocks' Valuations Look Attractive From a Bottom-Up ViewHow Have Healthcare Stocks' Valuations Changed Historically?How Stock Valuations Differ Within the Healthcare Sector How an Aging US Population Affects the Healthcare Sector Will GLP-1 Drugs Continue to Grow? Regulatory Risks for Healthcare Stocks Healthcare Stocks Outlook Are Healthcare Stocks a Buy? Healthcare Stock Picks How Amgen Is Using AI in Healthcare Read about topics from this episode. Healthcare: Sector Looks Undervalued with Pullback After US Election and Obesity DataNovo Nordisk: Next-Generation GLP-1/Amylin Drug Sees Leading Weight Loss in Small TrialHow GLP-1 Drugs Like Ozempic Are Boosting Biopharma StocksBiopharma Stock Election Impact: Potential Reduced IRA Headwind but Unpredictable Challenges22 Best Healthcare Companies to Invest In What to watch from Morningstar.Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk Gray Divorce: How to Avoid Triggering a Costly Tax BillWhy the Bond Market Looks Brighter Than It Did in 2022Where to Find Bargain Stocks in an Expensive Market Read what our team is writing:Karen AndersenSarah Hansen Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
S&P Futures are weakening this morning as the markets is now focused on the pending Trump Tariff announcement which is scheduled for April 2nd. Travel stocks are moving lower this morning as London's Heathrow airport has been closed due to a fire at a nearby electrical substation. President Trump & Defense Secretary are scheduled to speak at 11:00 am this morning. On Sunday, the China Development Forum begins, CEO's from QCOM, FDX, MA, AVGO, PFE are expected to attend. FDX, NKE & LEN are lower after earnings announcements. Macro uncertainties in the world is likely to be a key theme when earnings season kicks off next month.
$150 billion. That's how much some experts estimate weight-loss drugs could bring in in sales within the next five years. Motley Fool analyst Karl Thiel joins Ricky Mulvey to check in on the GLP-1 landscape. They also discuss: - How weight-loss drugs actually work, and how big-name prescriptions differ from each other. - What investors need to know about Ozempic and Mounjarno's patent cliffs. - The scenarios in which Novo Nordisk and Eli Lilly are actually undervalued. Companies discussed: LLY, NOVO, HIMS, PFE, RHHBY, VKTX, GPCR, ISRG Host: Ricky Mulvey Guest: Karl Thiel Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we explore where value might be hiding in today's high-valuation market. From overlooked oil and gas plays to global opportunities in Japanese railways and Chinese big tech, we break down areas of potential interest for savvy investors. We also discuss the pitfalls and potential in pharma, defense, and precious metal miners, as well as the challenges pandemic darlings face in a post-COVID world. Plus, Braden dives into the concept of quality in investing, inspired by Dev Kantesaria of Valley Forge Capital. Discover why the intersection of growth and predictability defines great companies and how this framework can help you identify enduring opportunities in any market environment. Tickers of Stocks/ETFs discussed: HAL, TVK.TO, CNQ.TO, TOU.TO, ENB.TO, TRP.TO, KMI, MPC, JNJ, PFE, MRK, LLY, NVO, KVUE,PPH, IHE, ZHU.TO, LMT, UNP, 9020, KWEB, BABA, FNV.TO, WPM.TO, ABX.TO, NGT.TO, GDX, GDXJ, ZGD.TO, DOO.TO, 7309 Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Tom Vice is the CEO of Sierra Space, a company building an end-to-end business and technology platform in space to benefit life on earth. Think, space planes and inflatable space habitats. Ricky Mulvey caught up with Vice at the Sierra Space headquarters for a show that originally aired on March 30, 2024. They discuss: - The magic of microgravity, and its impact on everything from biotech and batteries to chemistry and computing. - How rent works in outer space. - Defense systems and the hope of a space-based “McDonald's Effect.” Companies mentioned: MRK, PFE, MRNA, NVDA Host: Ricky Mulvey Guest: Tom Vice Producer: Mary Long Engineers: Desireé Jones, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Intel, Disney and 3 others have struggled the last 5 years. Should long-time investors double down? (1:00) - Should You Be Buying More Beaten Down Stocks? (6:40) - Top Stocks To Keep On Your Radar Right Now (30:10) - Episode Roundup: WBA, APA, DIS, PFE, INTC
Intel, Disney and 3 others have struggled the last 5 years. Should long-time investors double down? (1:00) - Should You Be Buying More Beaten Down Stocks? (6:40) - Top Stocks To Keep On Your Radar Right Now (30:10) - Episode Roundup: WBA, APA, DIS, PFE, INTC
Andrew Arons with Synergy Advisory Management remains bullish on the state of the markets, crediting A.I. stocks and the Fed's rate cut. He points to a few stocks he believes can pick up steam with the right catalysts. Andrew discusses Paypal (PYPL) as a turnaround play, Pfizer's (PFE) strength in cheap valuation, and how Amazon (AMZN) "will be a winner for a while." ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
S&P Futures are indicating a big move lower this morning. Markets are weakening due to rising bond yields and concerns on geopolitical tensions in the Middle East. CPI data for Sept to be released on Thursday. Apollo is buying the Barnes Group for 47.50 a share. Starboard has taken a position in PFE valued at $1B. Key events this week include TSLA robotaxi announcement, GM's Analysts meeting, and AI events for AMD and HPE. Earnings season gets underway this week. In Europe, markets are mixed this morning. Oil prices are displaying another strong leg higher in the pre-market.
S&P Futures are higher in the pre-market as markets await a host of key earnings reports. MRK, PFE, JBLU & SWK have already reported positive earnings this morning. After the bell today we hear form MSFT, AMD, ANET, SBUX & QRVO. Tomorrow there are two cental Bank announcements, one from the Fed and on from the Bank of Japan. The BOJ and the BOE are also having cental bank meetings this week. Oil prices continue to trend lower on demand concerns and in Europe, markets are mixed to higher as the EuroZone GDP growth rates came in higher than the estimates.
We're back with another episode of The Option Block brought to you by Public. We break down what's going on in the markets including MCD. We discuss the most active equity options for the day including PLTR, PFE. We talk about earnings volatility this week in MCD, ON, AMD, MSFT, MTCH, SBUX, BA,QCOM, CROX, MRNA, AAPL, AMZN, COIN. We also look at unusual options activity in DBI, GSK, INFA. Uncle Mike Tosaw discusses diversification and we share what we are keeping an eye on for the upcoming week. With your hosts: Mark Longo, The Options Insider Media Group Andrew "The Rock Lobster" Giovinazzi, The Option Pit "Uncle" Mike Tosaw, St. Charles Wealth Management Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.
Jim Cramer killed $NVDA Bitcoin - buy now? $PFE in to GLP 1 - be careful $LLY and $NVO are the buys $C is a buy here $ONON - Motley Fool finally says buy $RCL - $TJX $WMT - BUYS $EXPE - may be a good one to get to gap fill on a pullback $MU earnings $XLU and $XLC - how to play these buys in the algorithm SEEKING ALPHA PREMIUM - save up to 20% plus a FREE 7 day trial Sign up for ALPHA PICKS here - SAVE $50. SIGN UP FOR TRENDSPIDER AND GET ALL OF THESE 1) My 4 hour algorithm 2) 65 Min algorithm to day trade with 3) Custom watch lists 4) Custom Scanners to find entries TRENDSPIDER SALE - best offer available (limited time) Sign up at the top link https://linktr.ee/dailystockpick (use code DSP25 if prompted) Email me at dailystockpick3@gmail.com I'll send you all the algorithms, watchlists and scanners that you see me use each and every day. Social Links and more - https://linktr.ee/dailystockpick FREE NEWSLETTER WITH CHARTS - subscribe at dailystockpick.substack.com SPONSORED BY VISIBLE - Check out this page - $20 off your first month - only $5 for the first month Sign up for Webull and get free stocks like I did Get AT&T Fiber at your home - I have 1GB service https://www.att.com/referral/code/?ref=TVY-3964 --- Send in a voice message: https://podcasters.spotify.com/pod/show/dailystockpick/message
Tom Vice is the CEO of Sierra Space, a company that's trying to build an economy in low-Earth orbit (LEO), a mere 250 miles above our heads. Ricky Mulvey caught up with Vice for a conversation about the future of space commercialization. They discuss: - The magic of microgravity, and its impact on everything from biotech and batteries to chemistry and computing. - Rent in low-Earth orbit. - Defense systems and the hope of a space-based “McDonald's Effect.” Companies discussed: MRK, PFE, MRNA, NVDA Host: Ricky Mulvey Guests: Tom Vice Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
A proposed merger between Alaska Airlines and Hawaiian Airlines could help Alaska take market share over time. (00:21) Jason Moser and Deidre Woollard discuss: - The possibility of the Alaska Airlines and Hawaiian Airlines deal going through. - If airlines lose specialness as they grow. - The race to bring GLP-1 drugs to market. (18:35) Deidre Woollard chats with Solo Brands CEO John Merris about the company's collection of brands and where it could be headed next. Companies discussed: HA, ALK, AMZN, DTC, PFE, RHHBY Claim your dividend stocks here: www.fool.com/dividends Host: Deidre Woollard Guests: Jason Moser, John Merris Producer: Mary Long Engineers: Dan Boyd, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
As loans get more expensive, what are the ripple effects for start-up companies in the tech industry? (00:21) Bill Mann discusses: - Uber's 1st-quarter results and CEO Dara Khosrowshahi's declaration of profitability in 2023 - Pfizer's results beating expectations despite demand for its Covid vaccine is falling - Why he's more interested in the Federal Reserve on Wednesday than the jobs report on Friday (10:49) Alison Southwick and Robert Brokamp continue their conversation with Bill Mann about how the "new normal" is affecting the tech industry in Silicon Valley. Investments discussed: UBER, PFE, MRK, AAPL Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl