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AGENDA: 00:00 Nvidia crushes $96.2B quarter and nears $12.9B Hugging Face deal 13:52 OpenAI cuts off Cursor as the Altman–Musk feud escalates 17:40 OpenAI's 1,000-agent cyberattack triggers an industry wake-up call 22:58 Instinct hits $2.5B valuation as AI assistants gain spending power 36:39 Cognition targets $1.6B ARR as the coding-agent market explodes 40:31 AI forces every startup to become a compound company—or get left behind 52:42 Salesforce embraces Claude and outcome-based pricing in major AI reset 1:00:52 Stripe–PayPal deal collapses as both sides clash over price 1:02:31 Clay hits $7B and Linear reaches $100M ARR as agents choose their tools 1:11:52 Texas pauses Flock cameras as police-surveillance backlash grows
Send us Fan MailSchedule an Rx AssessmentYour infusion pharmacy is scaling fast, but is your legal foundation keeping up? On this episode of the Bottom Line Pharmacy Podcast, we sit down with Chris Pucillo and Patrick Carpenter of Boesen & Snow Law to break down:Why home infusion pharmacies are consolidating in 2026, and what's driving itThe state-by-state licensing patchwork that trips up new infusion clinicsWhat regulatory and financial due diligence actually looks like when buying or selling an infusion pharmacyWhere anti-kickback risk hides in doctor detailing and cash-pay pricingAnd more!Stay connected with Patrick Carpenter, Chris Pucillo and Boesen & Snow Law:Patrick Carpenter LinkedInChris Pucillo LinkedInBoesen & Snow WebsiteBoesen & Snow LinkedInBoesen & Snow FacebookStay connected with us:FacebookTwitterLinkedInScotty Sykes – CPA, CFP LinkedInScotty Sykes – CPA, CFP TwitterBonnie Bond – CPA LinkedInBonnie Bond – CPA TwitterMore resources on this topic:Podcast - Peptides, Policy, and PBMs: 2026 Quarter 3 Pharmacy UpdatePodcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24Podcast – The Bottom Line Catch Up | Ep. 3 | R&D Tax Credit, Trump Accounts, Taylor Swift's Wedding
Nvidia posted a $96.2 billion quarter, forecast another year of major growth, and set off a conversation about whether the AI buildout is a durable boom or a hyperscaler-funded bubble. Ricker and Bon also get into the reported Nvidia and Hugging Face deal, what open-source AI infrastructure actually means, and why the gap between people who use AI fluently and those who do not may keep widening.They unpack the reported autonomous OpenAI breach of Hugging Face and the state investigations that followed. The conversation turns to whether AI companies, governments and ordinary businesses understand what agents can do when they can work directly with files and systems instead of being limited to a traditional interface.The Pentagon's blacklisting of Anthropic gets a closer look after a federal judge ruled against it. Ricker and Bon talk through Anthropic's limits on surveillance and autonomous-weapons use, the government's response, and what it says about the demand for frontier AI tools.Trump's proposed 50% tariffs on Canadian autos, parts and steel lead into a conversation about who ultimately pays when a tightly connected supply chain gets hit. They also cover Iran, natural-disaster anxiety, California earthquake scenarios and why a movie like The Dog Stars can make a normal afternoon feel much less normal.Then it is time for restaurant-business analysis. Jersey Mike's, Dave's Hot Chicken, Yum Brands, Blackstone, private equity, celebrity investors, food stocks and the surprisingly serious question of whether restaurant food is mostly mid all make the cut.The episode also includes a Ridley Scott movie review, a detour into the Google AI experience, the evolution of phones and streaming, and the usual weekend conversation.Chapters:0:00 Episode open and The Dog Stars3:16 Nvidia, Hugging Face and the weekly tech rundown10:00 The tech bubble, New York and Silicon Valley14:20 Nvidia's $96.2B quarter and Canadian tariffs18:40 Anthropic, the Pentagon and AI use limits28:42 Reported OpenAI breach of Hugging Face31:00 AI agents, the GUI and the AI skills gap35:00 Nepal, natural disasters and California earthquake fears40:00 Jersey Mike's, private equity and food stocks49:00 Dave's Hot Chicken, Yum Brands and Pepsi55:00 Restaurant takes and the cheeseburger origin story60:00 Basketball stories, The Weeknd and streaming music66:00 Phones, AI and what comes after the iPhoneFollow Ricker and Bon:http://instagram.com/rickerandbonhttp://tiktok.com/@rickerandbonhttps://youtube.com/@rickerandbonhttps://open.spotify.com/show/0n1m0eR2sYZU2EFhSwlqX1https://podcasts.apple.com/us/podcast/ricker-and-bon/id1367523204
Welcome to Omni Talk's Retail Daily Minute, sponsored by R&S Logistics, ZenlineAI, Duvo and Mirakl.In today's Retail Daily Minute, Omni Talk's Chris Walton discusses:Urban Outfitters Inc. posts record Q2 sales as Nuuly subscriptions surge, with nearly half of Nuuly's inventory coming from its own sister brands.Anthropologie brings Nike to its shelves for the first time as its sneaker-buying customers jump 30%.Batteries Plus rolls out a trio of AI tools across its franchise and store network.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights.
Thank you for tuning in to Episode 326 of the Down Cellar Studio Podcast. Full show notes with photos can be found on my website. This week's segments included: Off the Needles On the Needles, Hook or Bobbins Brainstorming From the Armchair Knitting in Passing KAL News Events On a Happy Note Quote of the Week Thank you to this episode's sponsors: Stitched by Jessalu & Mandi's Makings Off the Needles Neckerchief #2 Pattern: none Yarn: Valley Yarns Huntington (75% Merino, 25% Nylon) in colorway 22 Navy Needles: US 6 (4 mm) Ravelry Project Page On the Needles, Hook or Bobbins Goldwing Sweater Pattern: Goldwing by Jennifer Steingass ($8 knitting pattern available on Ravelry) Needles: US 6 (4.0mm) for body and US 5 (3.75 mm) for rolled neck Yarn: Valley Superwash DK in Sand (MC) and handspun from Wound Up Fiber Arts for CC (Ravelry page for handspun details) Ravelry Project Page Progress: Nearly done with the ribbing now! Log Cabin Blanket Pattern: Log Cabin Square by Julie Harrison. Free crochet pattern available on Ravelry. Video tutorial available on the Little Woollie Makes YouTube Channel Yarn: Legacy Fiber Artz Minis (mostly from Advent calendars 2023 & 2024) Hook: I (5.5 mm) Ravelry Project Page My color placement is inspired by this project/pattern available on Ravelry. Inspired to pick it back up after see Sue (from Legacy Fiber Artz)'s version on their latest podcast episode. She bordered with cream before seaming. I love it. You can see a peek in this Instagram post. Progress: 30 squares completed! I bought two skeins of Dirty Water Dyeworks Lucia DK (SW Merino Nylon blend) in colorway March sky to try to border/seam with. I found a YouTube video to use as a guide for joining as I add the last row of moss/linen stitch. Confetti Cannon Socks Yarn: Woolens and Nosh BFL Fingering (85% SW BFL + 15% Nylon) in the Confetti Cannon Colorway Pattern: OMG Heel Socks by Megan Williams ($5 knitting pattern available on Ravelry) Needles: US 1.5 (2.5 mm) Ravelry Project Page New base for Woolens & Nosh that was very kindly gifted to me by Michele to try out! Thank you! I love this new base. About the Colorway: butter yellow, pink, purple, coral, tan, fuschia, aqua, lime/grass green. Mini skein: teal Progress: I am beyond heel on first sock. Big Feelings Socks Yarn: Woolens and Nosh BFL Fingering (85% SW BFL + 15% Nylon) in the Big Feelings Colorway (2nd Quarter 2026 club colorway) Pattern: OMG Heel Socks by Megan Williams ($5 knitting pattern available on Ravelry) Needles: US 1.5 (2.5 mm) Ravelry Project Page Progress: I am beyond heel on first sock. Deschain Pattern: Deschain by Leila Raven ($6.50 knitting pattern available on Ravelry) Yarn: Berroco Remix in colorway 3922 Buttercup Needles: US 10 (6 mm) Ravelry Project Page Progress: I am only a few repeats into the front of the top. Tray-mat Pattern: None Yarn: Lion Brand Made with Love The Cotton One in the Red Red Wine Colorway (60% Cotton/ 40% Acrylic) Aran weight yarn Hook: H (5.9 mm) Ravelry Project Page Progress: I have crocheted around 5 inches so far. Brainstorming Blanket options I'm considering No-Purl Ribbed Blanket by Purl Soho (free knitting pattern) Football Lovie by Alissa Clevenger $5 crochet pattern available on Ravelry Project to bring to France Tip Top Tank Fine by Emily Bolduan- Free Ravelry knitting pattern Islander Vest by Claire Jackson- $11 knitting pattern (options for pay what you can) From the Armchair The Soulmate by Sally Hepworth. Amazon Affiliate Link. In Her Defense by Phillippa Malicka. Amazon Affiliate Link. I Hope This Finds You Well by Natalie Sue. Amazon Affiliate Link. Watching: Silo Series on Apple TV- season 3 Note: Some links are listed as Amazon Affiliate Links. If you click those, please know that I am an Amazon Associate and I earn money from qualifying purchases. Knitting in Passing David sent me photos of his Pollen Party socks at work and at Pilates! KAL News Pigskin Party '26 Details Event runs 9/9/26-2/15/27 Everything you need can be found in the Start Here Thread on Ravelry Sign up (must be registered to win) - opened 8/19 Rules (includes changes made for the '26 season) Finish a Project? Enter for points using the Points Tally Form Share in the End Zone Dance Ravelry thread to celebrate with friends Check your Stats on the Scoreboard Have a Question? Post it in this Ravelry Thread Sponsor List can be found here (check often for updates) Pro Shop Sponsors can create Exclusive Items which are shared in this Ravelry Thread Coupons & deals from our Sponsors can be found in this Ravelry Thread Updates for this episode: The next Stretches for Stitchers session (from Fitness by Mara) starts Sept. 14th but participants can join at anytime or use a single class pack! Check out our Quarter 1 (October) Challenge hosted by Doolittle Yarnery. Details in this Ravelry Thread. Thanks to Ravelry user Elisewentwest for updating her worksheet for project tracking. If you want to check it out click here and then make a copy of it to edit for your own tracking purposes. Events September 12 & 13: Boston Fiber Festival in Boston, MA (full or half day passes, or 2 day passes) September 17-20: Cape & South Shore Yarn Haul September 19 & 20: Adirondack Wool & Arts Festival in Greenwich, NY September 24-27: Greater Boston Yarn Crawl October 17 & 18: NY State Sheep & Wool Festival in Rhinebeck, NY November 7: Fiber Festival of New England in Springfield, MA On a Happy Note Laura's Visit- Flight Club Boston. Lolita for dinner. Sunday- breakfast at Yaz's Table, thrifting and shopping for college stuff with Riley. Megg and I saw Jagged Little Pill at Company Theatre Riley getting off to college successfully! Seeing Aila and Hattie perform in the Cabaret show Facetime tour of Riley's dorm Marta is meeting Laura and I in Colmar, France! A step challenge through my gym has me out on more walks. Lovely message from Natalie (remembrances pottery) about a stone wall she's building after seeing one on my vlogmas walks. Megg and I went to Liz's band, Safe Journey's, show at the Lizard Lounge in Cambridge. Check them out on Instagram. Then on Saturday, Dan, Dad and I went to an outdoor musical festival in Providence, RI where Safe Journey was playing. We had lunch and beers at the pavilion at 195 District Park. We really enjoyed the Guild Brewery beers and seltzer. Rhinoceros at ART in Cambridge wearing thirfted dress. Quote of the Week "Summers had a logic all their own and they always brought something out in me. Summer was supposed to be about freedom and youth and no school and possibilities and adventure and exploration. Summer was a book of hope. That's why I loved and hated summers. Because they made me want to believe." ―Benjamin Alire Sáenz, Aristotle and Dante Discover the Secrets of the Universe No episode on 9/15. I'll be in Paris! ------ Thank you for tuning in! Contact Information: Check out the Down Cellar Studio Patreon! Ravelry: BostonJen & Down Cellar Studio Podcast Ravelry Group Instagram: BostonJen1 YouTube: Down Cellar Studio Facebook: https://www.facebook.com/downcellarstudio Sign up for my email newsletter to get the latest on everything happening in the Down Cellar Studio Check out my Down Cellar Studio YouTube Channel Knit Picks Affiliate Link Bookshop Affiliate Link Yarnable Subscription Box Affiliate Link FearLESS Living Fund to benefit the Blind Center of Nevada Music -"Soft Orange Glow" by Josh Woodward. Free download: http://joshwoodward.com/ Note: Some links are listed as Amazon Affiliate Links. If you click those, please know that I am an Amazon Associate and I earn money from qualifying purchases.
Walmart collected about $2.9 billion in tariff refunds and spent it on roughly 11,000 rollbacks in Walmart US. Transactions grew and operating income rose 28.8%. The comp still slowed to 2.6% excluding fuel, the weakest quarter since 2020, with the softness concentrated in lower-income households. Walmart raised full-year guidance on the assumption that the second half improves on the back of that price investment, which puts a refund that will not repeat into the base of next year's math.Lowe's earned $4.27 a share on $2 billion more revenue than last year, when it also earned $4.27. Comparable sales rose two tenths of one percent. Almost all of the revenue growth was acquired, from a building products distributor and an interior finishes installer that sell into new residential construction, and Lowe's removed the top of its full-year outlook four separate times on the call. Online grew 15.7%. The release blames persistent do-it-yourself macro pressure for the rest, which is a long way of saying the Saturday deck lumber customer has not come back.Target's traffic did come back. Comps grew 3.8% with 3.6 points from traffic, and apparel and accessories grew $4 million on a $4 billion base.Ipsy is launching a marketing services arm and will no longer say what its revenue is. Six years ago it published 4.3 million subscribers and a billion dollars.Plus the Investor Minute: Ferrero buys Purely Elizabeth, Amazon buys DuckDB Labs but not DuckDB, Mubadala takes majority control of Arrive Logistics, Blank Street raises $105 million, Lavanta raises $22 million.The Watson Weekly is sponsored by Avalara. Tax compliance gets harder with every new channel, state, product and market. See what Avalara Agentic Tax and Compliance does about it at avalara.watsonweekly.com#watsonweekly #walmart #lowes #target #ipsy
What happens when leaders face intense pressure to compromise short-term gains for long-term survival?In this episode of Lead The Team, host Ben Fanning sits down with Mark Niemiec, Global Chief Revenue Officer for SAP Customer Experience.Mark shares the story of a massive enterprise deal where his team walked away from a short-term commission boost to do the right thing for the business long-term—and why the customer's head of procurement called days later to thank him for not "taking the bait."Key Takeaways & HighlightsDon't Take the Bait: Why holding the line under extreme pressure builds enduring businesses."Down and Out" Leadership: A game-changing framework learned at Cisco on pushing decision-making power to the front-line teams closest to the customer.Intellectual Honesty: The importance of holding "strong opinions, loosely held" and letting go of ideas when better facts arrive.The Premium on Judgment: Why high-level judgment and context are becoming the ultimate executive skills in the era of AI.Lead Through Influence: How to navigate culture and lead large teams without relying on command-and-control hierarchy.Episode Chapters00:00 – "Don't Take the Bait": The Deal That Missed the Quarter00:34 – Intro: Mark Niemiec (Global CRO, SAP Customer Experience)01:32 – Discovering "Down & Out Leadership" at Cisco03:36 – Front-Line Empowerment vs. Centralized Control06:58 – The High-Stakes Deal: Choosing Long-Term Survival Over Short-Term Cash08:30 – "You Didn't Take the Bait": The Call from Procurement10:35 – Lessons from a $20/hr Temp Job: Making an Impact Fast13:18 – The #1 Trait Every Leader Needs: Intellectual Honesty14:20 – Strong Opinions, Loosely Held17:10 – What to Do When the Playbook Fails19:02 – Yoga, Solitude, and Stoicism for Better Decision-Making21:34 – Leading Through Influence at SAP23:53 – AI & The Future of Leadership: Why Judgment is at a Premium27:05 – Stoic Philosophy in Modern BusinessConnect & FollowSubscribe to Lead The Team on Spotify, Apple Podcasts, and YouTube so you never miss an episode!Get Vital Episode Insights: Join the weekly email list at benfanning.com/insight.Build Your Corporate Podcast: Learn about our profitable 5-step podcast framework for your company at BenLeads.com/schedule.-----Connect with the Host, #1 bestselling author Ben FanningSpeaking and Training inquiresSubscribe to my Youtube channelLinkedInInstagramTwitter
NVIDIA just delivered another monster quarter, reinforcing the case that the AI infrastructure boom is far from over. In Episode 195 of The Investor Professor Podcast, we break down NVIDIA's explosive data-center growth, its potential move toward major stock buybacks, and why the company may still look attractive despite becoming one of the most valuable businesses in the world. We also examine Kevin Warsh's message from Jackson Hole, stubborn inflation, rising interest rates, and what a potentially tougher Federal Reserve could mean for housing, the economy, and markets heading into the fall.We also mark six months since the U.S.-Iran conflict began and discuss how higher oil prices, defense spending, AI infrastructure, and political uncertainty could create both risks and opportunities for investors. From NVIDIA and cybersecurity to defense stocks, industrials, healthcare, and dividend-paying companies, we focus on separating short-term noise from long-term opportunity—and why investors should be thinking about the next three years, not the next three weeks.*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.
(0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed (33:32) Bessent gets called out by Druckenmiller for bond market interference (1:01:33) AI writing controversy: Druck used AI to write his WSJ Op-ed (1:15:00) CIA Chief visits Moscow, Meta's settlement and new teen rules (1:22:52) Science Corner: Moderna's mRNA cancer vaccine Come hang with the Besties at the All-In Summit | September 13-15: http://theallinsummit.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.cnbc.com/2026/08/27/nvidia-nvda-q2-earnings.html https://finance.yahoo.com/markets/stocks/article/how-nvidia-silenced-the-bears-105017893.html https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027 https://polymarket.com/event/largest-company-end-of-december-2026 https://www.cnbc.com/2026/08/18/treasury-yields-.html https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html https://seekingalpha.com/news/4636322-wall-street-sees-bessent-putting-fear-of-god-into-bond-vigilantes https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74 https://www.wsj.com/world/cia-director-john-ratcliffe-makes-surprise-trip-to-moscow-c1c68fa6 https://polymarket.com/event/russia-x-ukraine-ceasefire-agreement-by
The mates discuss NVIDIA's $96.2B quarter and the AI circular economy, China's 200,000 fake accounts, Flock's 20 billion license plate scans, OpenAI's new chip, why only 4% of companies are cutting jobs due to AI, and a major breakthrough that has doubled pancreatic cancer survival. Sign up for our AMA at http://Moonshots.com/ama Get access to metatrends 10+ years before anyone else - https://qr.diamandis.com/metatrends Peter H. Diamandis, MD, is the Founder of XPRIZE, Singularity University, ZeroG, and A360 Salim Ismail is the founder of Open ExO, a GP at Exponential Venture Capital/The Organizational Singularity Fund and a sought after global speaker and thought leader. Dave Blundin is the founder & GP of Link Ventures Dr. Alexander Wissner-Gross is a computer scientist and founder of Reified – My companies: Apply to Dave's and my new fund:https://qr.diamandis.com/linkventureslanding Get the blueprint for generative media https://goo.gle/startupgenmedia Go to Blitzy to book a free demo and start building today: https://qr.diamandis.com/blitzy Your body is incredibly good at hiding disease. Schedule a call with Fountain Life to add healthy decades to your life, and to learn more about their Memberships: https://www.fountainlife.com/peter _ Connect with Peter: X Instagram Substack Website Xprize A360 Connect with Dave: Web X LinkedIn Instagram TikTok Connect with Salim: LinkedIn X Join Salim's 10X Shift Subscribe to Salim's YouTube channel Exponential Venture Capital Connect with Alex Website LinkedIn X Email Substack Spotify Threads Listen to MOONSHOTS: Apple YouTube Follow MOONSHOTS: Instagram TikTok X Threads – *Recorded on August 28th, 2026 *The views expressed by me and all guests are personal opinions and do not constitute Financial, Medical, or Legal advice. Learn more about your ad choices. Visit megaphone.fm/adchoices
Join Larry Kudlow as speaks with Jack Bouroudjian and Ken Polcari about where the stock market is now, the direction the stock market should be moving, and more on WABC.
Welcome back to the Vikings Postgame Report. The Minnesota Vikings lost 34-6 to the Denver Broncos on Friday night at Empower Field at Mile High. Quarterback Max Brosmer took the bulk of the quarterback work in the contest, finishing 20-of-35 passing for 165 yards. Running back Jermar Jefferson led the rushing attack with 6 runs for 59 yards and WR Dontae Fleming hauled in 4 catches for 55 yards. Defensively, linebacker Bangally Kamara led the team with 10 tackles and linebacker Josh Ross finished with 9. Kicker Will Reichard converted both Vikings scoring attempts, hitting from 28 and 46 yards in the 2nd Quarter. Paul Allen and Pete Bercich break down the game, including: the Vikings having to cut down the roster to 53 players by Sunday, the excitement of the new look running game for the Vikings offense, and the potential impact of the young Vikings roster on the defensive side of the ball. Plus, Head Coach Kevin O'Connell's press conference and more are all in this edition of the Vikings Postgame Report.See omnystudio.com/listener for privacy information.
Lesson #10 for Saturday, September 5, 2026 1 and 2 Corinthians Adult Sabbath School Lesson 3rd Quarter, 2026
– Lessons from Nvidia’s blow-out quarter – Bitcoin on a tear… again – Bathla collapses… now what?See omnystudio.com/listener for privacy information.
On a big day for the AI trade, Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on Nvidia's blowout quarter and bullish sales outlook that boosted the stock and the chip sector. Hear what Nvidia CEO Jensen Huang said to Jim on "Mad Money" about the tech giant's growth prospects. Salesforce shares soared on a Q2 beat, raised guidance and an expanded partnership with Anthropic. Also in focus: What Salesforce CEO Marc Benioff and Anthropic CEO Dario Amodei told Cramer on CNBC; CrowdStrike surges; Dollar Tree and Dollar General shares make big moves in opposite directions; Best Buy slides; Fed Chairman Warsh's Jackson Hole speech just one day away; Where's the beef? Why Wendy's shares tumbled. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The show kicked off with a look at Nvidia's blowout quarter, after the company reported results that topped Wall Street expectations. California Attorney General Rob Bonta also joined the program to discuss Meta's settlement in the social media addiction case, which could cost the company up to $16.7 billion. Cleveland Fed President Beth Hammack also shared her outlook on the economy and interest rates ahead of Fed Chairman Kevin Warsh's Jackson Hole speech tomorrow. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The AI trade roaring back on the heels of Nvidia's blowout earnings and strong guidance. Connecticut Governor Ned Lamont on the state's suit against Kalshi, the impact of Canadian tariffs, and how to lower energy costs for New Englanders. Plus, Anthropic's Dario Amodei reassures the software industry, “we're not interested in destroying anyone.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
MRKT Matrix - Thursday, August 27th Nasdaq jumps as Nvidia revenue outlook lifts chip stocks (CNBC) Nvidia Reports Blowout Quarter, Says Demand for AI Chips Is Getting Even Hotter (WSJ) As Jackson Hole conference kicks off, three Fed officials warn about inflation (Reuters) Bessent, Warsh diverge on who should set the price of money (Reuters) Salesforce leads software rally, rocketing 20% on track for second-best day ever (CNBC) --- Subscribe to our newsletter: http://riskreversal.substack.com/ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
Plus: Oil prices extend their recent decline. And Meta stock rises after reaching an $18 billion settlement over child-safety claims. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
* Vivane: The Theran Quarter* The Mailbox is empty!* Catching up with life stuff* GenCon and upcoming product delivery* Theran Quarter: aka The Old City or the Walled City* Walled off from the rest of the city.* Overgovernor's Palace* Least damaged by the Scourge and most rebuilt since then* The Grand Walk* North and South Barracks* Walls along the Flamewalk River* Contrast with Barsaivian Vivane* Wealth, class, exoticism of influences from other cultures* Aquaducts providing water from the river, also used for riot control.* Presentation and design; white, clean, imposing.* Inspired by 19th and early 20th Century impressions of ancient Rome and Greece* The Hanging Ziggurats* More exoticism; display of magical might* The Wedge: Middle class homes and businesses* Artisan District* Theran Quarter Slave Market* Presenting things to the player characters; experiences and sensations* Play up the differences and cosmopolitan influence of the Empire* What's in store for the future?Find and Follow:Email: edsgpodcast@gmail.comYouTube: https://www.youtube.com/@EDSGPodcastFind and follow Josh: https://linktr.ee/LoreMerchantGet product information, developer blogs, and more at www.fasagames.comFASA Games on Facebook: https://www.facebook.com/fasagamesincOfficial Earthdawn Facebook Group: https://www.facebook.com/groups/officialearthdawnFASA Games Discord Channel: https://discord.gg/uuVwS9uEarthdawn West Marches: https://discord.gg/hhHDtXW
The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, I review National Bank's quarterly earnings. Get your Canadian Bank report this Friday: www.dividendstocksrock.com/banks It's all about Dividend growth investing! Subscribe to the best free dividend investing newsletter: https://thedividendguyblog.com/newsletter Get the 20 income products guide for retirees: https://retirementloop.ca/income/
It's long been known that contact sports like boxing, rugby and football can cause brain damage. But new research in the United States now suggest at least 25 percent of American footballers can expect to end up with a degenerative brain disease known as CTE - and the real figure may be even higher. Sports reporter Felicity Reid spoke to Lisa Owen.
Tone sits down with Joe and Mike for a wide-ranging sports conversation covering Russell Westbrook's legacy, the Knicks' repeat chances, the Cowboys' outlook, Dodgers challengers, WNBA Finals picks, and more.They also debate whether Russ is a top-five point guard ever, which teams can stop the Knicks, how many games Dallas can win, the biggest Cowboys X-factors, and which NBA/NFL rookies can impact winning immediately.Plus, the 4th Quarter gets into GOAT debates, underappreciated athletes, Claressa Shields vs. Laila Ali, Angel Reese vs. Dominique Malonga, and unpopular sports takes.Is Russ a top-five PG ever? Who stops the Knicks? Who's your WNBA Finals pick?Like, comment, and subscribe to the BME Podcast for more sports debates and interviews.#BMEPodcast #RussellWestbrook #Knicks #Cowboys #WNBA
We've been head-down doing developer things (more on that very soon)! That makes this quite the episode. Earnings! Circana! EA is now privately held! Microsoft is biffing it! Roblox is screwed! And much, much, much more! You can support Virtual Economy's growth via our Ko-Fi and also purchase Virtual Economy merchandise! TIME STAMPS [00:03:36] - Circana Report on U.S. Video Game Spending for July 2026 [00:17:45] - Microsoft Q4 FY26 Earnings, Console Price Hikes [00:32:02] - Sony Q1 FY27 Earnings [00:39:25] - Nintendo Q1 FY27 Earnings [00:47:34] - Capcom Q1 FY27 Earnings [00:52:57] - Sega Q1 FY27 Earnings [00:59:00] - Square Enix Q1 FY27 Earnings [01:09:50] - Take-Two Q1 FY27 Earnings [01:14:35] - Remedy Entertainment Q2 FY26 Earnings [01:19:40] - Investment Interlude [01:44:53] - Quick Hits [01:51:07] - Labor Report [02:11:37] - Indie Games of the Week SOURCES Earnings Release FY26 Q4 | Microsoft Xbox UK and Europe console price hikes revealed - and it's even worse than we expected | Eurogamer Q1 FY2026 Consolidated Financial Results | Sony Consolidated Results for the Three Months Ended June 30, 2025 and 2026 | Nintendo Consolidated financial results for the 1st Quarter of FY2026 | Capcom Consolidated Financial Results for the Three Months Ended June 30, 2026 (Japanese GAAP) | Sega SQUARE ENIX HOLDINGS CO., LTD. ANNOUNCES FINANCIAL RESULTS FOR THE THREE-MONTH PERIOD ENDED JUNE 30, 2026 | Square Enix Remedy Entertainment Plc: Half-Year Financial Report January–June 2026: CONTROL Resonant set to launch on September 24th | Remedy Take-Two Interactive Software, Inc. Reports Results for Fiscal First Quarter 2027 | Take-Two INVESTMENT INTERLUDE EA Announces Completion of Acquisition by PIF, Silver Lake, and Affinity Partners | EA Judge sets March 2027 trial on Paramount-Warner Bros deal | Reuters Tripledot Studios acquires Supersonic from Unity for $40m | GamesIndustry Secret Mode opens new Sheffield studio to support internal titles | GamesIndustry Deus Ex and Dishonored designer Harvey Smith has a new studio making immersive sims | Engadget Devolver wants to delist because indie publishing is not 'compatible' with public trading | Game Developer Epic Games sells ArtStation and Sketchfab to KitBash | Game Developer Roblox shares plummet by 70% after the company reports persistent decline in player numbers, and of course the solution involves AI | PC Gamer LABOR REPORT Double Fine Laid off 23 People | Double Fine on Bluesky Bethesda layoffs include the artist responsible for designing Skyrim's khajiit and argonians, who had been at the company for 27 years | PC Gamer Candy Crush maker King has declined staff's collective bargaining agreement | Game Developer BREAKING: Netflix to shut down two more game studios | Game File Report: Crossfire dev That's No Moon lays off 14 staff | Game Developer Witcher multiplayer spin-off Project Sirius hit by fresh layoffs | GamesIndustry The studio behind Blumhouse-published horror game Crisol: Theater of Idols has reportedly shut down | VGC Court orders Midgar Studio to liquidate after failing to secure a buyer | GamesIndustry Report: FIFA World Cup developer Refactor Games shuttered by Delphi Interactive | Game Developer The Ambitious Open-World Cyberpunk Action Game Troy Baker Was Working On Gets Hit With Mass Layoff | Kotaku Studio founded by former Star Wars: Galaxy of Heroes GM lays off staff | Game Developer The Alters and Frostpunk developer 11 Bit Studios is laying off 20 employees | Game Developer INDIE GAMES OF THE WEEK Manda - The Incident at Galley House, Developed by William Rous and Evil Trout Mike - Rogue Eclipse, Developed by HUSKRAFTS
Pushback from Health New Zealand, who are assuring that patient needs are being met despite fresh staffing concerns. The agency's released data for almost 740-thousand shifts last year, showing around a quarter of shifts across 615 wards were below the target staffing level at some point. Nurses Organisation CEO Paul Gaulter says Health New Zealand should resource and staff to need. But the agency's Chief Nurse Nadine Gray told Mike Hosking patient safety is their top priority. She says they expect high-quality care to be offered to every patient who walks through their doors. LISTEN ABOVE See omnystudio.com/listener for privacy information.
Lesson #9 for Saturday, August 29, 2026 1 and 2 Corinthians Adult Sabbath School Lesson 3rd Quarter, 2026
Stijn Schmitz welcomes Henrik Zeberg to the show. Henrik Zeberg is Head Macro Economist at Swissblock. Zeberg believes the equity rally is entering its final phase, with a major market top likely within the next quarter. He warns this will not be an ordinary correction but a significant downturn, driven by a weakening US economy that many market participants have yet to recognize. The consumer is in a particularly fragile state, with depleted savings, rising credit card delinquencies, and housing affordability at crisis levels, all pointing to an imminent economic rollover. Zeberg explains that the current cycle mirrors past business cycles, where high rates and inflation eventually stall growth. However, this time the situation is exacerbated by the massive debt accumulation enabled by years of quantitative easing and artificially suppressed rates. The unwinding of these distortions will be severe, combining elements of both the 2000 tech bust and the 2008 financial crisis, but likely worse due to opaque private credit risks and the psychological impact of recent inflation on consumer behavior. Gold is expected to face headwinds initially as a liquidity crunch and a strengthening US dollar cause a pullback, potentially to $3,100 or lower. However, once the Federal Reserve is forced to intervene aggressively with yield suppression, gold will enter a powerful rally, potentially rising fivefold in a few years and outperforming equities dramatically. Zeberg sees this as a buying opportunity for physical gold, recommending dollar-cost averaging. Silver and gold miners will also benefit, though they may suffer during the initial downturn. Zeberg advises listeners to prepare for a significant stock market decline, suggesting that taking profits now and developing a contingency plan is prudent. While the US dollar may be the best near-term safe haven, precious metals and commodities will be the ultimate beneficiaries when the Fed steps in for real. He encourages following his work through Swissblock's services and his Substack for ongoing analysis. Timestamps: 00:00:00 – Introduction 00:01:04 – Macro Picture and Equity Rally 00:03:22 – Drivers Behind Market Top 00:05:27 – State of the Consumer 00:09:00 – Inflation and Business Cycle 00:13:50 – Debt-Loads Gov’t & Consumers 00:18:35 – How Bad Recession Could Be 00:21:45 – Equities and NASDAQ Decline 00:24:05 – Chain of Events in Crash 00:27:26 – Government Debt Intersection 00:33:54 – Energy and Oil Crisis? 00:37:00 – Gold Fate in Liquidity Crunch 00:44:24 – Gold Pullback Expectations 00:45:20 – Gold Miners & Upside? 00:49:20 – Stock Market Topping 00:55:00 – Concluding Thoughts Guest Links: Substack: https://henrikzeberg.substack.com X: https://x.com/HenrikZeberg Website: https://swissblock.net/ Henrik Zeberg is a Macroeconomist (M.Sc. Econ) from the University of Copenhagen. He is a Business Cycles student, Elliott Wave practitioner, and Chartist. He is the Head Macro Economist at Swissblock where he writes the Zeberg letter a comprehensive monthly macroeconomic report.
-CBS Sports compiled data from the last 5 years on close games---closing games out with a 7+ lead entering the 4 th quarter; comebackefforts when trailing by 7+ points; and ‘clutch performers'….indicating record in games when the difference was 6 points or lessentering the 4 th quarter-Nebraska was in a bad spot in each of these categories, and among the worst in the ‘clutch' category---with 18 losses in the last 5years when games entered the 4 th quarter within 6 points…Matt Rhule's first season, the team was 1-5 and they've been 3-4 eversince…Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Send us Fan MailSchedule an Rx AssessmentA LOT has happened recently in the Peptide market, but what exactly is new with peptides, the FDA, and the future of independent pharmacy? On this episode of the Bottom Line Pharmacy Podcast, we're joined for our typical quarterly pharmacy update with @atrium24 . Annie West, Clinical Pharmacy Director and Dae Lee, PBM & Pharmacy Practice Group Board Co-Chair at Buchanan, Ingersoll & Rooney, P.C. to break down:The two-day PCAC meeting and the committee's recommendationWhat happens next in the FDA rulemaking process The dangerous peptide gray marketThe latest on PBM policyAnd more!Stay connected with Atrium24 and Dae Lee:Dae Lee LinkedInAtrium24 WebsiteAtrium24 LinkedInAtrium24 InstagramAtrium24 FacebookStay connected with us:FacebookTwitterLinkedInScotty Sykes – CPA, CFP LinkedInScotty Sykes – CPA, CFP TwitterBonnie Bond – CPA LinkedInBonnie Bond – CPA Twitter More resources on this topic: Podcast - Inside a Pharmacy AI Bot: Automating Independent PharmacyPodcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24Podcast – 2026 Quarter 2 Pharmacy UpdatePodcast – R&D Tax Credit, Trump Accounts, Taylor Swift's Wedding
Target (TGT) delivered strong earnings, but Burt Flickinger remains cautious on the retailer's long-term prospects. He argues that underinvestment in distribution and logistics, along with mounting competition from Walmart (WMT) and Costco (COST), could limit future growth. Flickinger also discusses leadership and merchandising challenges that he believes leave Target disconnected from its core customer base.======== 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 episode of Beating the Book with Gill Alexander, Gill is checking in on the MLB at the Quarter 2 check-in point with the Basewinner himself, Mark Borchard. The guys will take a look at a variety of stat categories, including the best ROI teams to this point in the season and the best umpires to bet on overs and unders this season. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
This week, I talk with Kayla Hardy about her dark fantasy The Quarter Queen! How The Quarter Queen began as a television pilot. Kayla Hardy's screenwriting background shaped the novel's cinematic pacing, visual set pieces, ensemble cast, and meticulous plotting. Why Marie Laveau is both historical inspiration and a personal connection. Hardy draws on her Louisiana Creole roots, academic background in African American literature and folklore, and fascination with Marie to humanize a woman often reduced to legend. Crafting the mother-daughter relationship is the emotional heart of the novel. Marie and Ree represent different sides of the same coin, allowing Hardy to explore generational pain, privilege, protection, and what happens when the past refuses to stay buried. How fantasy becomes a way to confront real American history. The book explores conflicting approaches to oppression and liberation while using Southern Gothic and supernatural elements to make the consequences of historical violence impossible to ignore. How Hardy reclaims Black and Creole folklore from pop-culture mythology, Through Voodoo and zonbi, Hardy grounds the supernatural elements in traditions that have often been appropriated or stripped of their origins. All the Bookwild Links:Check Out the Bookwild SubstackSubscribe to Bookwild on YouTubeGet Bookwild MerchFollow @imbookwild on InstagramCheck Out Author Social Media Packages Follow Co-hosts On Instagram:Gare Billings @gareindeedreadsSteph Lauer @books.in.badgerlandHalley Sutton @halleysutton25Brian Watson @readingwithbrianMacKenzie Green @missusa2mbaErin Ashley @bellametaphor
On Episode 952 of The Core Report, financial journalist Govindraj Ethiraj talks to Captain Sam Thomas, President at ALPA India. We also feature an excerpt from our Special Edition featuring Kaushlendra Sinha, CEO at IAGES.SHOW NOTES(00:00) Stories of the Day(01:20) Oil Prices Inch Up Further, Dampen Mood In Indian Markets(02:43) Nifty50 Companies Report 10-Quarter Growth High Of 18%(06:02) NSE IPO Could Be Valued At $55 Billion, Making It One Of Biggest In World(10:17) How An Industry Initiative To Create A Standard For Gold Is Gaining Acceptance Across India(20:08) Why Is Dope Testing For India's Airline Pilots' Frontstage Right NowSign up for our Daily Newsletter: https://www.thecoredaily.in/ EVENT: Spotify x The Core's "Building Wealth for a Longer Life" with Saurabh Mukherjea of Marcellus Investment Managers. Register HereFor more of our coverage check out thecore.inFollow us on:Twitter | Instagram | Linkedin | Youtube
If a quiet January makes your stomach drop, pull up a chair. I am giving you a behind-the-scenes peek at the session I recorded for the 2026 Black Friday Summit, which runs August 25 through August 27, and my session takes a different angle than most of the others you will see there. The other speakers walk you through a Black Friday that already happened. I am walking you through the plan I am building right now for my own photography business, before the cart ever opens.Here is the tough love I lead with: panic marketing is a pricing problem wearing a marketing costume. Quarter one is slower than molasses for most of us, and when January shows up with an empty calendar and no plan, we start slashing prices to get somebody, anybody, on the books. Thinking ahead is a skill you can train, not a personality trait you were born with, so in this episode I am spilling the tea on the seven steps I am working through for my own branding photography sale. Mostly, go grab your seat at the summit so you can catch the full session plus every other speaker! https://blackfridaysummit.com/What you'll learn in this episodeWhy panic marketing in January is a planning problem, not a marketing problemThe two money questions to answer before you choose a single Black Friday offerWhy I am selling ONE offer this year instead of discounting my whole menuThe booking chain I build and test by early September so I never answer an availability emailAnd so much more!Resources & Links Mentioned In This Episode▸ Read the full blog post that goes with this episode (that way, you get all the links mentioned): https://systemsandworkflowmagic.com/black-friday-plan-for-photographers/▸ Get your free ticket to the Black Friday Virtual Summit: https://blackfridaysummit.com/Connect with Me (Dolly DeLong Education)
Congrats again the the winners of the Member Movie Giveaway for Quarter 2 of 2026! To learn more consider supporting us via the link below, and congrats again to all the winners!LinksSupport Our Work - https://lsgmedia.net/joinDiscord - https://discord.com/invite/8FmrT9DrvuAcknowledgementsFloyd Frye (Intro/Outro Voice): https://www.tiktok.com/@floydfrye George C Music (Music): https://www.youtube.com/@GeorgeCMusicDisclaimer: This episode features impressions and parodies of celebrities and characters for entertainment purposes only. All impressions are satirical and fictionalized. Clips used in this episode fall under fair use for commentary, criticism, and parody. This is a movie podcast meant purely for entertainment— no affiliation with any celebrities, studios, or rights holders.
Every leader eventually faces a moment when the numbers stop making sense.For Amit Bendov, Co-Founder and CEO of Gong, that moment came during what he calls "the quarter from hell." Sales were collapsing, investors were asking tough questions, and every report looked normal. The CRM had data—but none of the answers.That painful experience sparked an idea that would become Gong, one of the world's leading AI-powered revenue platforms, now generating more than $500 million in annual recurring revenue.In this episode of Lead the Team, Amit shares the leadership lessons behind that defining moment and explains how AI is changing the way leaders understand customers, coach teams, and make better decisions.In this episode:Why "the quarter from hell" became the origin story of GongThe leadership blind spot that almost every executive facesWhy traditional CRM systems fail when leaders need answers mostHow AI helps leaders spot problems before it's too lateThe operating rhythm used by elite sales organizationsThe hiring traits Amit looks for in future leadersWhy ownership and curiosity separate great leaders from everyone elseWhether you're a CEO, founder, executive, sales leader, or entrepreneur, this conversation offers practical lessons on leading through uncertainty, building better teams, and using AI to create a lasting competitive advantage.-----Connect with the Host, #1 bestselling author Ben FanningSpeaking and Training inquiresSubscribe to my Youtube channelLinkedInInstagramTwitter
Lesson #8 for Saturday, August 22, 2026 1 and 2 Corinthians Adult Sabbath School Lesson 3rd Quarter, 2026
Why is Morocco becoming an easier, more profitable destination for travel advisors to sell right now? Today Azdean is speaking to travel agents and advisors directly, especially those who are new to Morocco, or have only sent a client or two, focusing on the hard numbers, the latest improvements and the momentum that keeps building for tourism in Morocco.We look at different client types, activities, best seasons to travel, booking windows and time frames, and the incredible diversity that makes Morocco such a compelling destination.There's something for everyone in Morocco, and that's not just a slogan: from fast-paced adventure activities to cultural and educational opportunities, cooking classes, walking tours, desert camping, luxury accommodation, unique food and wonderfully welcoming people. And in 2026 and beyond, tourism infrastructure and facilities are already that much better. Imagine by 2030, when Morocco co-hosts the World Cup, what it will look like then. The time to get in the game is now, when Morocco is already Africa's top tourism destination (nearly 20 million tourists in 2025), so that when it gets really busy, you'll be an experienced, confident supplier.Morocco is accessible, profitable, and trending right now: Azdean and Destination Morocco support travel advisors with training, itineraries, marketing materials, images and videos, and most of all, encouragement and enthusiasm, to help you bring more people to this amazing country.You can also watch the video version of this episode on our YouTube channel here: "Morocco: Not Someday. Right Now!" Learn more about Azdean and Destination Morocco.
Her first year in corporate. She noticed her male peer was getting more technical work than her. She raised it with her supervisor — not loudly, not aggressively, just directly. Instead of addressing it with her, the supervisor took it to a broader forum and told others there was "a trouble candidate in the team." The message filtered back to her. She had asked for fair treatment and had been labeled a problem for it. What happened next is what makes the story worth hearing. A senior leader stepped in, routed someone to talk to her properly, understood what she actually needed, and gave her a product certification project. She suspected it was a test. She treated it like an opportunity. She delivered. That quarter, she won a company excellence award. Aditi is Managing Director at Accenture's Cloud First Data and AI Group, where she leads digital transformation for large clients. She has been called outspoken — a label she has never apologized for — and decisive, a word she noticed women rarely claim for themselves. In this episode she gets specific about what it actually looks like to speak up when you're new, when the reception is hostile, and when the outcome is uncertain. You'll hear: Why being labeled "trouble" for asking a fair question was the moment that taught her the most about how organizations actually work — and why she considers the outcome a net positive even though it was uncomfortable to live through. What she did when a senior client contact told her directly "I don't think you even know this stuff." She didn't react. She absorbed it, reported it proactively to her leadership before it could reach them filtered through someone else, and stayed focused on delivery. What she learned about the difference between reacting and responding. Why outspokenness without data is just noise — and why outspokenness backed by facts, research, and conviction is one of the most useful things a leader can bring to a team. How she creates conditions for her own team members to speak up — and why, when she opens a conversation by sharing her own honest view first, she consistently finds that people who had something to say but were waiting for permission start talking. What "decisive" actually means in practice when you're managing a team with competing voices, a client with high expectations, and no time to wait for perfect information. About Aditi: Managing Director, Accenture Cloud First Data and AI Group. Digital transformation leader.
Send us Fan MailSchedule an Rx AssessmentWelcome to another episode of the Bottom Line Catch Up and the team is buzzing about Taylor Swift's wedding and World Cup fever! In this episode, we break down:R&D tax credit documentation requirements for 2026Trump Accounts going live for kidsTrade show seasonAnd more!Stay connected with us:FacebookTwitterLinkedInScotty Sykes – CPA, CFP LinkedInScotty Sykes – CPA, CFP TwitterBonnie Bond – CPA LinkedInBonnie Bond – CPA TwitterMore resources on this topic:Podcast - The Bottom Line Catch Up | Ep. 1 | Tax Season, Transitions, and the Peptide WavePodcast – Driving Independent Pharmacy Profitability in 2026 with Nicolette Mathey, PharmD, CEO of Atrium24Podcast – 2026 Quarter 2 Pharmacy Update
The value of total new home loans fell 5.2 per cent (-$5.4 billion) this quarter, after a 3.4 per cent fall in the previous quarter. They sheet the falls to the changed lending conditions, with the Reserve Bank of Australia increasing the cash rate for the third time in 2026. Changes to negative gearing and … Continue reading "Busted: New Home Lending Fell In The June Quarter!"
Despite beating earnings and revenue estimates and raising guidance, Cisco (CSCO) traded lower as investors focused on gross margin pressure. Melissa Otto discusses Cisco's strength in networking, security, and AI. Paul McCarthy highlights the company's growing hyperscaler AI business, expanding customer base, and competitive position against other giants like Nvidia (NVDA) and Dell Technologies (DELL).======== 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
The Luxe Routine is about Scent, Space and Self. A show about growing, mindset and modern rituals for intentionally.
"It's an inflection quarter" for CoreWeave (CRWV), says Mark Gibbens, who highlights the neocloud company's revenue growth and backlog as bullish indicators. Mark adds that a partnership with Nvidia (NVDA) adds to future prospects. Todd Stankiewicz says the earnings show AI demand isn't going anywhere but CoreWeave faces a key challenge in delivering that demand through debt financing. ======== 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
Building a business isn't about one big breakthrough—it's about laying one brick at a time.In this quarterly CEO debrief, I'm taking you behind the scenes of Q2 2026 to share the biggest lessons, mindset shifts, and strategic decisions that shaped my business over the last three months.From an unexpected branding masterclass at Disneyland to powerful insights from an eight-figure mastermind, I'm unpacking the ideas that are changing how I lead, make decisions, and think about long-term growth.In this episode, you'll learn:Why quarterly reviews are one of the most valuable CEO habits you can buildThe branding lesson every entrepreneur can learn from DisneyHow identifying the real problem leads to better business decisionsWhy celebrating your wins creates more momentum—not lessThe mindset shifts helping me become a stronger leaderWhether you're building your first six figures or scaling toward your next million, this episode is a reminder that lasting success isn't built by luck—it's built through consistent, intentional action.Let's lay another brick together.Click play to hear all of this and:[00:00] Discover why stepping back every 90 days can provide the clarity and momentum needed to build a stronger business.[03:00] Learn the powerful branding lessons behind one of the world's most iconic companies—and how to create experiences your customers never forget.[08:00] Explore the difference between hearing what people say and uncovering what they actually need, whether you're leading a team or serving clients.[14:30] Before searching for answers, identify what you're truly optimizing for—and make better strategic decisions with greater confidence.[22:00] See how practicing gratitude for today's progress creates the mindset and momentum needed to reach tomorrow's goals.[31:00] Discover the mindset shifts that help founders make clearer decisions, focus on what matters most, and lead with greater intention.[40:00] A powerful reminder that sustainable business growth doesn't come from one breakthrough—it comes from consistently taking small, intentional actions.Listen to Related Episodes:Quarter One Review: You Don't Get Invited—You Build the TableLaying the Bricks for Your 2026: Lessons from Quarter 4Quarterly Review: Behind the Scenes of My Biggest Lessons of Q3My Raw and Real Q2 Business ReviewQuarter One Review: Inside My Podcast Monetization Strategy + Course Launch WinsQuarter Four Review: How I'm Building The Foundation For My Biggest Year YetQuarter 3 Review: Laying Bricks for BIG Lead AcquisitionsQuarter 2 Review: The Actions I Took to Build My FutureQuarter One Review: How I'm “Laying Bricks” to Build Relationships and Open Up New Opportunities
Sticky inflation has Bank of America predicting 75 basis points of Fed hikes this year. Acting FDA Commissioner Kyle Diamantas on a rule change for ingredients and the ongoing foodborne illness outbreaks. Plus, the name trader Jeff Kilburg is buying on the dip. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
(0:00) Bestie intros! Brad Gerstner fills in for Chamath (2:16) Major shakeups at Google: AI brain drain or better strategy? (20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection? (45:44) All-In Summit Speaker Announcements! (48:01) Airtable sells for a 90% discount: SaaSpocalypse? (1:05:56) Chinese AI labs are buying US training data to catch up Apply for Summit 2026: https://allin.com/events Follow Brad: https://x.com/altcap Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/the_ai_investor/status/2084687703707361429 https://x.com/Tesla/status/2085365278276284803
The AI trade might have found its canary in the coal mine. Leopold Aschenbrenner—a 25-year-old former OpenAI researcher built Situational Awareness into one of the hottest funds on Wall Street by betting long on the construction and infrastructure side of AI (Micron, CoreWeave) and short on the chips and software everyone else was chasing (Nvidia, Broadcom, Oracle). Then July happened, prime brokers made margin calls, and his entire public stock book got liquidated overnight in a single block trade. This episode uses that blowup as the lens for a much bigger story: how a three-quarters-of-a-trillion-dollar hyperscaler spending pledge is propping up U.S. GDP growth, why OpenAI just quietly cut prices as “tokenmaxxing” dies and Chinese labs undercut on cost, why Mark Zuckerberg picked a fight with OpenAI and Anthropic, how overleveraged Oracle has become, how the most profitable companies in the world are posting negative free cash flow, why hyperscaler bonds are going undersubscribed, and why the length of this year’s tech bond issuance is starting to crowd out the rest of the corporate debt market. It closes with the 2008 parallel: mortgage-backed securities stacked into CDOs stacked into synthetic swaps, and how today’s version runs through corporate bonds, CLOs, hedge fund leverage, and private credit—with Treasuries as the eventual exit ramp when the unwind accelerates. Resources Analysis Atlas: Hyperscaler AI Capex 2026: The $710 Billion Year Inside the Four Spenders J.P. Morgan Asset Management: How AI demand and capex shape investing in tech stocks New York Times: U.S. Economy Slows as Inflation Bites U.S. Bureau of Economic Analysis (BEA): GDP (Advance Estimate), 2nd Quarter 2026 CNBC: OpenAI cuts prices for two of its GPT-5.6 AI models as companies grow sensitive to costs Business Insider: The All-You-Can-Eat AI Era Is Over. It’s Time to Count Calories CNBC: Chinese AI models are gaining ground with U.S. companies as OpenAI, Anthropic costs surge The New York Times: Even China’s A.I. Powerhouses Can’t Figure Out How to Profit Off A.I. CNBC: Meta’s flurry of AI initiatives this month hasn’t helped lift the stock. What will? The Hill: Zuckerberg knocks AI development centralization, control Buttondown: D.A.D.: Zuckerberg Blasts Anthropic and OpenAI for “Centralizing” AI Power Reuters: AI investment boom puts Big Tech’s free cash flow under pressure CNBC: Bets against SpaceX grow to 32% of float as Elon Musk warns short sellers won’t survive Yahoo! Finance: NVIDIA’s rising CDS the talk of Wall Street amid circular financing fears Bloomberg: Big Tech Debt Flood Is Taking Over Risk In Market: Credit Weekly CNBC: Fed meeting recap: Warsh says Fed won’t hesitate to stop inflation, but bond market has doubts CNN: AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources say Yahoo! Finance: Hyperscalers Hit $700 Billion in 2026 AI Spending Plans - 24/7 Wall St. Global Finance Magazine: AI’s Financial Circle Game Reuters: Hyperscaler debt binge pushes yields up as investor demand cools UNFTR Resources Video: Situational Awareness: How a 25-Year-Old's Hedge Fund Exposed the Entire AI Bubble. Essay: The Great Unwind. -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts and Spotify: unftr.com/rate and follow us on Facebook, Bluesky, and Instagram at @UNFTRpod. Visit us online at unftr.com. Become a member at unftr.com/memberships. Buy yourself some Unf*cking Coffee at shop.unftr.com. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibility.Support the show: https://www.unftr.com/membershipsSee omnystudio.com/listener for privacy information.
Host Dennis Scully and BOH editor in chief Kaitlin Petersen discuss the biggest news in the design world, including a new tariff lawsuit, Wayfair's surprisingly strong quarter and why Ralph Pucci just made its first acquisition. Later, the founders of e-commerce furnishings brand Pepper Home join the show. This episode is sponsored by Joon Loloi and Lutron.LINKSPepper HomeBusiness of Home
The perfect blend of velocity, recoil, bullet profile, bullet weight, wind deflection, splash, and versatility. And at press time, there's not a commercial option. Long range competition to medium-size game, the 25 GT has a lot going for it. Does it make sense for you? Listen to find out! As always, we want to hear your feedback! Let us know if there are any topics you'd like covered on the Vortex Nation™ podcast by asking us on Instagram @vortexnationpodcast