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In addition to the blinds, we're celebrating the life of Dolly Parton on today's show. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
One day after the worst session for the Dow and S&P 500 since late July, Carl Quintanilla, David Faber and Sara Eisen discussed stocks rebounding as Treasury Secretary Bessent's push to lower bond yields remains in focus. RBC Capital's Helima Croft joined the program to talk about higher oil prices and geopolitics, as President Trump seeks to ramp up economic pressure on Iran. Also in focus: What Bessent told CNBC about yield moves and Trump's approach to Iran; A slew of Wall Street analysts cut their price targets on Walmart after the stock's worst day in four years; Sources tell David that a Broadcom-backed special purpose vehicle is tapping the debt market for $70 billion to support an AI buildout; Crypto's great week; SpaceX's losing streak sends the stock back below its IPO price; What the bond rout means for private credit. 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.
This special episode of The Weekly Briefing from Capital Economics features an exclusive extract from our client briefing on the global bond sell-off, its causes, consequences and where markets go from here. In this edited extract, Group Chief Economist Neil Shearing and Chief Markets Economist Jonas Goltermann answer questions from clients around the world, including:What was Scott Bessent's Treasury market intervention intended to achieve, and why it has so far fallen short?What are the economic forces pushing investors to demand more compensation for holding long-dated government bonds?Which economies are most exposed to a fiscal crisis?Is the AI credit boom affecting demand for government debt?How high could bond yields rise from here?Related contentRead: How to think about the bond market sell-offhttps://www.capitaleconomics.com/publications/global-economics-focus/how-think-about-bond-market-sellRead: What taxes could Burnham raise to fund his policy ambitions?https://www.capitaleconomics.com/publications/uk-economics-update/what-taxes-could-burnham-raise-fund-his-policy-ambitions
Business and finance news from the Asia-Pacific. Asian stocks dropped as a semiconductor selloff deepened, with investors retreating from one of the year's hottest trades amid elevated bond yields and geopolitical uncertainty. MSCI's Asia Pacific equities benchmark slid 2%, with South Korean shares dropping 5.5%. Chip bellwethers Samsung Electronics Co. and SK Hynix Inc. both declined over 7%, tracking a semiconductor selloff on Wall Street. Kioxia Holdings Corp. plunged 9% in Tokyo. We speak to Bloomberg Asia Equities Reporter, Winnie Hsu. And - Pony AI Inc.'s robotaxi sales reached a quarterly high, now accounting for a third of total revenue, with overseas momentum continuing to accelerate. Overall sales in the second-quarter climbed 69% to $36.2 million, while robotaxi revenue surged to $12.1 million from $1.5 million, according to a Tuesday filing. The net loss grew to $59.8 million from $53.1 million a year earlier. Bloomberg's Yvonne Man and David Ingles speaks to Chief Executive Officer James Peng.See omnystudio.com/listener for privacy information.
Hormuz americano? Trump chiude la porta alla diplomazia (per ora); Sell-off globale sui titoli di Stato; Trump sospende i dazi al 50% vs Canada per 3 giorni; Shanghai, debutto stellare per Unitree Robotics; Arabia Saudita, i numeri record del Pif. Puntata a cura di Marta Desantis - Class CNBC Learn more about your ad choices. Visit megaphone.fm/adchoices
This is the Fear & Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. Bond sell-off hits markets Swans suspend five stars for season Santos profit falls 19pc Results: Whitehaven, Temple & Webster Meta on trial Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.
P.M. Edition for Aug. 18. Government bonds are getting hammered in the U.S. and overseas. WSJ markets reporter Sam Goldfarb discusses how the AI boom is playing a part in driving yields of the 30-year Treasury and other long-term bonds to their highest levels in decades. Plus, Disney steps up a fight with the FCC over a challenge to ABC's broadcast licenses. We hear from media reporter Joe Flint about why Disney sued the government agency, the latest front in the battle between the two that started last year. And there's a secret word game that Bank of America CEO Brian Moynihan plays with Wall Street analysts. Is your vocabulary as good as his? Try our quiz. Alex Ossola hosts. The AI Therapist: A WSJ Podcast Series Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Most of the time, stock investors don't pay attention to the bond markets. But when the words “not seen since 2007” start getting thrown around, investors start to look at lot harder at what's going on with bonds. Lou, Matt, and Tyler dissect the recent moves in bond markets and how it's showing up in stocks. Plus, Klarna's and Home Depot's earnings and how they are feeling the strains of the debt market. Have a question? Email us; podcasts@fool.com Tyler Crowe, Lou Whiteman, and Matt Frankel discuss: - The selloff in bonds and how it's affecting stocks- Why AI companies are getting caught up in the bond market moves.- Klarna's earnings- Home Depot's earnings Companies discussed: META, GOOG, MSFT, KLAR, HD Host: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: Kristi Waterworth 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
Carl Quintanilla and Jim Cramer discussed what to make of the global bond sell-off that sent stocks falling, especially in the tech sector. The anchors explored why Home Depot shares erased earlier gains despite the company's better-than-expected Q2 results. Also in focus: Opening arguments begin Tuesday in Meta's federal trial on child safety; Klarna plunges; Diesel crack tops $100/barrel; Anthropic's revenue boost; Disney's ABC sues the FCC; A look at Micron and the memory chip makers; July housing starts tumble more than 12%; Baidu slides on a Q2 miss. 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.
Alissa Coram and Ed Carson walk through Tuesday's market action and discuss key stocks to watch in Stock Market Today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
WS: terza seduta in calo; Sell-off mondiale dei bond; Meta -4,4%, al via processo chiave; Klarna -23% tra taglio guidance e addio CFO e CMO; Iran, Trump: non sono in corso colloqui Puntata a cura di Stefania Spatti - Class CNBC Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by Citizens' Devin Ryan to break down Securitize's first earnings report, its 26% selloff, and why he sees significant upside as tokenization grows. Pantera Capital General Partner Cosmo Jiang explains why AI and blockchain are converging, Solana's lead in AI agent activity, and the new S&P Pantera Digital Asset Index. Plus, a look at Bitcoin and Ethereum ETF flows and Robinhood's new fund giving retail investors access to early-stage Y Combinator startups. - Learn more at bullish.com. - Register now for CoinDesk's Policy and Regulation event on September 22, 2026: policy-regulation.coindesk.com. - To get market moving news delivered daily, download CoinDesk's mobile app: linktr.ee/coindeskapp. - Chapters/Timecodes: 00:00 Welcome to Public Keys 00:29 Securitize Stumbles in First Public Earnings Report 00:50 Citizens' Devin Ryan Joins Public Keys 02:07 From Speculation to Real Blockchain Usage 03:52 Securitize's 26% Selloff and a $15 Price Target 05:29 The Bull and Bear Case for SECZ 06:47 Will the SEC and CFTC Fill the Regulatory Gap? 09:58 What to Watch: BlackRock and Tokenized AUM 12:18 Bitcoin ETFs Post $390M in Weekly Outflows 12:46 13F Filings: Harvard Holds, JPMorgan and Tudor Add 13:06 Ethereum ETFs Snap Five-Week Inflow Streak 13:42 Pantera's Cosmo Jiang on the Market Outlook 16:59 Bitcoin's 42% Discount vs. AI Stocks' Premium 18:26 Blockchain and the Agentic Economy 20:17 Why Solana Leads on AI Agent Activity 21:15 Inside the S&P Pantera Digital Asset Index 25:07 Robinhood Ventures Fund II Debuts on NYSE 26:03 The Risk and Reward of Early-Stage Investing 28:32 How Daily Liquidity for Private Assets Works 30:38 Robinhood Chain, Tokenization and Yield 32:48 Crypto Fear & Greed Index at 31
Valenti and Rico continue their Tigers seller's remorse conversation into the final hour.
Economic Journalist Charlie Gasparino joins Sid to discuss the Los Angeles Lakers being sold to Josh Kushner and Bob Iger for $12.5 billion, a record-breaking price, before he expands on the New York Yankees announcing a $2.6 billion financing agreement with Marc Rowan's Apollo Sports Capital in a deal touted as fueling growth at the MLB giant and keeping the Steinbrenner family in control.
Sam Vadas takes investors through her top takeaways of the session by focusing on international movers, from record profits in the Norway Sovereign Wealth Fund to Tencent's post-earning sell-off. ======== 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
Global fixed income markets are facing fresh turbulence as 30-year US Treasury yields spike to 5.2% – their highest level since before the global financial crisis – amid policy uncertainty under Fed Chairman Kevin Warsh. At the same time, FX markets are on high alert following coordinated intervention by US and Japanese authorities to support the yen after it breached 162. With rate volatility climbing while corporate fundamentals remain largely intact, how can credit investors find value amid tight spreads and negative net debt issuance across Asia? Monica Hsiao, founder and chief investment officer of Triada Capital, joins John Lee on the Asia Centric podcast. She looks at how Fed communication is driving up risk premiums, the mechanics behind US-Japan FX coordination, and why carry remains the primary strategy in global credit markets.See omnystudio.com/listener for privacy information.
Is Rollins (NYSE: ROL) finally a buy after its recent sell-off?In this video, I analyze Rollins using my three-part stock research framework:Is Rollins a high-quality business?Is it a company I actually want to own?Is the stock an attractive opportunity today?Rollins currently has a 92/100 Quality Score, with strong free cash flow growth, high returns on invested capital, healthy margins, and a strong balance sheet. The company also has more than two decades of dividend growth and has continued to deliver double-digit dividend increases.But the stock has fallen significantly from its early-2026 highs, so the more interesting question is whether the sell-off has created an attractive entry point.I'll look at Rollins' latest earnings results, organic growth, acquisitions, margins, dividend growth, valuation, and potential future returns.My valuation models currently suggest Rollins is trading at roughly a 34% discount to fair value, while my five-year return estimate comes out to approximately 19% annually.I also explain why I believe Rollins is a business I want to own—but why that doesn't necessarily mean it's the best opportunity in my Quality Investable Universe.Disclosure: I own shares of Rollins (ROL).
Bryce is back from 5 weeks in Europe and markets have been anything but quiet. AI stocks plunged & rebounded, leverage wiped out some huge trades, Big Tech delivered monster earnings, and markets pushed back towards record highs despite a shaky macro backdrop. Back home, Australian property prices are finally softening…In this episode:00:00 - Bryce's holiday recap & a wild month in markets04:20 - The AI trade gets a reality check08:48 - Leverage, margin calls & Leopold Aschenbrenner12:30 - Is the AI spending boom sustainable?14:48 - Earnings season delivers blockbuster numbers21:46 - The companies crushing expectations25:34 - Iran, inflation & the global macro picture28:44 - Australia: rates, property prices & staying investedStocks & ETFs Mentioned: Nvidia (NASDAQ: NVDA), AMD (NASDAQ: AMD), Intel (NASDAQ: INTC), SpaceX, Oracle (NYSE: ORCL), Samsung Electronics, SK Hynix, Alphabet (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Caterpillar (NYSE: CAT), GE Vernova (NYSE: GEV), MercadoLibre (NASDAQ: MELI), Palantir (NASDAQ: PLTR), IBM (NYSE: IBM), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Betashares Global Banks ETF (ASX: BNKS), JPMorgan Chase (NYSE: JPM), Goldman Sachs (NYSE: GS), Exxon Mobil (NYSE: XOM), Chevron (NYSE: CVX)Finfest 2026 Tickets still available, to secure yours head to https://equitymates.com/finfest-2026/Check out our NEW SHOW: How I Got Started - https://equitymates.com/series/how-i-got-started/+ Plus, check our our NEW CHANNEL: Equity Mates Explains - https://www.youtube.com/@EquityMatesExplains———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.
On this episode, the guys break down in detail the shocking proposal by FIFA to sell a stake in the world's game to private equity. We explore the details of the scheme, the riotous response by the world's federations, and the future of the current FIFA president.00:10 FIFA Private Investment Scandal16:36 The World's Reaction to FIFA's Proposal20:46 Will Gianni Infantino Survive?
In episode #229 of the Mets Weekly Podcast, we're back to recap the Mets vs. Guardians series. We also discuss the latest news, rumors, & more…Trade Deadline recap Mets sweep the GuardiansStuds & Duds of the SeriesRapid Fire StoriesSeries Preview vs. PiratesClosing Yap Session& MORE!New episodes of our show are recorded live every week! So make sure to subscribe to our YouTube channel and turn on post notifications to not miss the next time we go live following every Mets regular season series!Video version of this episode:https://youtu.be/rpwxXP1rGk4 Follow us on X & TikTok:https://twitter.com/MetsWeeklyPod https://www.tiktok.com/@metsweekly
Enterprise artificial intelligence demand is booming, semiconductors remain volatile, and July's sharp sell-off has left investors asking whether the AI trade is cracking or simply resetting. Hosted by Moz Afzal, Global CIO at EFG, in conversation with Henry Walters, EFG Equity Analyst, this episode explores what drove the July wobble – from crowded positioning and leverage to rising rates and credit spreads – against a backdrop of robust tech earnings and surging AI capital expenditure. They also discuss the battle between open and closed AI models as well as the key risks that could shape where AI infrastructure spending goes next.Our host, Moz Afzal:https://bit.ly/31XbkTROur guest:Henry Waltershttps://bit.ly/4wbDgiuEFG:https://www.efginternational.com/Important disclaimersThe value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service. This document is for general information only and is not intended as investment advice or any other specific recommendation as to any particular course of action or inaction. The information in this document does not take into account the specific investment objectives, financial situation or particular needs of the recipient. You should seek your own professional advice suitable to your particular circumstances prior to making any investment or if you are in doubt as to the information in this document.Although information in this document has been obtained from sources believed to be reliable, no member of the EFG group represents or warrants its accuracy, and such information may be incomplete or condensed. Any opinions in this document are subject to change without notice. This document may contain personal opinions which do not necessarily reflect the position of any member of the EFG group. 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The MASSIVE Mets sell off is now complete. 20% of the active roster is now gone. Were there any surprises? How good are the prospect returns and when can they impact the Mets? Former Director of Mets Major League Operations and SNY/TSN analyst Liz Benn joins the Mets Newsday beat writer, WFAN guest analyst and SNY analyst Laura Albanese to discuss it all. The very best insider analysis of this years trade deadline moves. Subscribe to our YouTube Channel or watch any of our episodes here: https://www.youtube.com/@TheTerryCollinsShow Subscribe to the Terry Collins show on your favorite podcast platform Follow The Terry Collins Show: X: https://x.com/TerryCollins_10 Instagram: https://www.instagram.com/terrycollins_10/ Facebook: https://www.facebook.com/theterrycollinsshow/ Follow John Arezzi on X: https://x.com/johnarezzi Follow John Arezzi on Instagram: https://www.instagram.com/johnarezzi Donate $11 a month to now help first responders, veterans and our military heroes. Go to Tunnel to Towers and help them do good: https://t2t.org/ Check out some AMAZIN Mets Memorabilia from our friends at Coachs Collectibles here: https://coachscollectiblesny.com/ Host: Terry Collins Co-Host: John Arezzi Creative Director: Marsh Researcher - Dominic DiBiase Executive Producer: John Arezzi Learn more about your ad choices. Visit megaphone.fm/adchoices
Markets rebounded quickly last week. But beneath the recovery are some bigger questions about leverage, valuations, and where the AI trade goes next.This week on Market Open, Reda and Russ unpack what's really driven the recent sell-off - from a highly leveraged hedge fund to renewed questions around AI spending and market valuations.Plus, they run through the latest Big Tech earnings, why bond markets are questioning the Fed, and what Japan's currency intervention could mean for investors.Try Finimize Pro
The Mets' trade-deadline bloodbath puts the finishing touch on one of the most disappointing seasons in franchise history. Evan Roberts and Tiki Barber break down the massive sell-off, why moving the expiring contracts made sense and why the Luke Weaver trade remains the most troubling decision. With the bullpen gutted, Evan proposes an unexpected new role for Kodai Senga while questioning whether David Stearns can turn a collection of lottery-ticket prospects into a quick turnaround.
FIFA President Gianni Infantino had plans to sell stakes in the World Cup to private equity investors, including the brother of U.S. President Trump's son-in-law, Jared Kushner. In response, UEFA had vowed to boycott soccer's biggest tournament should the deal go through. A few days later, Infantino backed down. Guest host Devang Desai speaks to Helen Jefferson Lenskyj, professor emerita at the University of Toronto, to discuss the roles both politics and capitalism play in sports, the influence of private equity and the effectiveness of boycotts. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us:Through email at hello@thebigstorypodcast.ca Or @thebigstory.bsky.social on Bluesky Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
FIFA President Gianni Infantino wanted to sell shares in the soccer World Cup to private investors. But the resistance was big. UEFA is now talking about a loss of trust, is warning against the destruction of evidence and Gianni Infantino must fear for his post. - FIFA-Präsident Gianni Infantino wollte Anteile an der Fußball-Weltmeisterschaft an private Investoren verkaufen. Doch der Widerstand war zu groß. Die UEFA spricht jetzt von Vertrauensverlust, warnt vor Beweisvernichtung und Gianni Infantino muss um seinen Posten fürchten.
Did the Baltimore Orioles throw in the towel on the 2026 season on Monday? Probably. But as Luke Jones and Nestor point out, this current project of Mike Elias isn't working at any level and the haul for Adley Rutschman plus the other deals with Dean Kremer, Taylor Ward and Tyler Wells have certainly disgusted what's left the of Orioles fan base. Another selloff; different ownership. Does anyone know what they're doing at The Warehouse? The post Luke Jones and Nestor discuss the disgust of Orioles fans in aftermath on another selloff first appeared on Baltimore Positive WNST.
The Pour Over is a Christ-first, politically neutral news podcast. Every Monday, Wednesday, and Friday, we cover the day's biggest stories in ~10 minutes, and pair the biggest headlines with brief biblical reminders. Looking to support us? You can choose to pay here. On today's episode: Israel and Hamas Enter Second Phase of Peace Deal Moroccan Migrants Storm Spanish Territory of Ceuta FIFA Scraps Investor Sell-Off Plan Mountaineer Nirmal "Nims" Purja Dies in Avalanche Russian Cruise Missile Crashes in Poland Investigators Release Nancy Guthrie Ransom Notes Father of Apalachee High School Shooter Sentenced to Prison U.S. Economic Growth Slows in Second Quarter Thanks to our sponsors:Wild Alaskan: $35 off your first box | code: TPO Quince: Free shipping | quince.com/tpo AdelFi: Apply for the Harvest Bundle | https://adelfibanking.com/pourover Upside: extra 25 cents back for every gallon on your first tank of gas | code: TPO LMNT: free 8-pack with purchase | https://links.thepourover.org/LMNT_Podcast Mosh: 25% off first variety pack + 20% off subscription | code: TPO25 Serving Orphans Worldwide: Give a gift to feed a child for a month | https://servingorphans.org/thepourover MORE FROM TPO: Free newsletter Watch TPO on YouTube Download the TPO App Unless otherwise noted, all scripture references are from the Christian Standard Bible (CSB) translation. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Yankees' decision to dump Camilo Doval becomes a brutal reminder that trade deadline excitement can age terribly. Evan Roberts and Shaun Morash replay their euphoric reaction to last year's deal, admit they had no idea how badly it would fail, and credit Brian Cashman for moving on instead of doubling down on a mistake. As the Yankees wait for more help after adding Luis Garcia Jr., the Mets begin their painful sell-off. Evan calls it a necessary but dark day, refusing to pretend that a collection of unfamiliar prospects is immediately exciting. The returns may become valuable lottery tickets, but for now they only underline how far the Mets have fallen.
C-Mac is sweating bullets as the Yankees continue searching for a catcher with the clock ticking. The guys debate whether Aaron Judge can return in time for the playoffs, how many at-bats he needs to get ready, and whether the Yankees have done enough to become a true World Series contender.
FIFA President Gianni Infantino walked back on his USD $20-billion proposal to sell stakes in the World Cup and other FIFA competitions to private investors. Thrive Eternal, founded by Joshua Kushner, was expected to be the main investor. His brother, Jared Kushner, is the son-in-law of US President Donald Trump. The governing body scrapped its plan, following fierce opposition from three of six football confederations. European football's governing body, UEFA, accused FIFA of putting the game's "soul" up for sale, threatened a boycott and now, legal action over the plan. CONCACAF and AFC also rejected the proposal. Join your host Haylena Krishnamoorthy for this bonus episode on World Cup Daily | The 90+ Podcast, as she talks to former Matildas' vice-captain, and former member of the FIFA Council, Moya Dodd AO to unpack what this means. Can Gianni Infantino survive this backlash?World Cup Daily | The 90+ Podcast is SBS's daily FIFA World Cup 2026™ podcast covering the biggest stories on and beyond the pitch.In this episode:· FIFA President Gianni Infantino walked back on his USD $20-billion proposal to sell stakes in the World Cup and other FIFA competitions to private investors.· Thrive Eternal, founded by Joshua Kushner, was expected to be the main investor. His brother, Jared Kushner, is the son-in-law of US President Donald Trump.· The governing body scrapped its plan, following fierce opposition from three of six football confederations.· European football's governing body, UEFA, accused FIFA of putting the game's "soul" up for sale and threatened a boycott and now, legal action over the plan.· CONCACAF and AFC also rejected the proposal.· Former Matildas' vice-captain, and former member of the FIFA Council, Moya Dodd AO unpacks what this means. Can Gianni Infantino survive this backlash?
FIFA says it will not proceed with its proposal to sell a piece of its business empire to outside investors after the project was met with fierce resistance from some of its member associations.
Plus: Amazon shares surge after cloud-computing sales accelerate. And Universal Music Group stock slumps after weak earnings. Alex Ossola 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.
Megan Brantley from LikeFolio discusses Carvana (CVNA), saying consumer demand remains strong as buyers continue choosing the online used-car retailer at an increasing rate. She believes the stock was overly punished following its earnings reaction and maintains that the underlying business remains strong.======== 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
UEFA's 55 member associations have voted to boycott all FIFA competitions if Gianni Infantino's plan to bring private investors into FIFA's commercial operations goes ahead. Jamie Rudd breaks down the fight over who controls the World Cup, remembers AC Milan and Italy legend Franco Baresi, and covers Chelsea's wild 6-4 win, the latest Rodri-to-Real Madrid reports, the Chelsea-Tottenham Sydney Super Cup, and Lionel Messi's return to Inter Miami training.Subscribe for Premier League, MLS and Champions League coverage.AI was used for news gathering and production assistance.#UEFA #FIFA #WorldCup #FrancoBaresi #ACMilan #Chelsea #Tottenham #Rodri #Messi #InterMiami #Football #SoccerAI gave us an assist in the creation of today's podcast, but the hat trick is our own.
Our Global Head of Thematic and Sustainability Research Stephen Byrd explains why the recent AI infrastructure selloff may reflect technical pressures, not weakening fundamentals.Read more insights from Morgan Stanley.----- Transcript -----Stephen Byrd: Welcome to Thoughts on the Market. I'm Stephen Byrd, Morgan Stanley's Global Head of Thematic and Sustainability Research.Today: Are investors misreading the AI infrastructure selloff?It's Thursday, July 30th, at 10am in New York.The recent selloff in AI infrastructure stocks has raised a familiar question: Is the buildout running ahead of real demand? The market is pulling back and we think that reflects profit-taking, crowded positioning, and forced selling by investors. This is not about weaker fundamentals. But the selloff has brought to light three key concerns, which we think the market is overplaying.The first concern is how much enterprises are willing to pay for AI. The median enterprise employee currently generates less than $11 a month in token spending. That's the fee paid when an AI model processes a request and generates a response.We think there is room for that to increase. From the employer's perspective the economics are compelling. Across workplace applications, the cost to execute the economic task would be $2-$5. And that could save an enterprise $55. That to us suggests companies are likely to spend more, not less, on AI over time.The second debate centers on efficient models, including competitive models developed in China. And here, policy responses both from the U.S. and China can have an impact as well. Some investors worry that better efficiency means less computing demand. But we see the opposite risk. This is a classic example of Jevons paradox: When something becomes cheaper or more efficient to use, people use more of it. In AI, lower costs can attract more users, encourage more frequent use, and make complicated applications more economical. The scale is striking. Industry leaders estimate that compute demand could double every six months, which would amount to more than a thousand-fold increase in compute over five years. Hyperscalers could quadruple available power capacity to roughly 120 gigawatts by 2028, from about 30 gigawatts in 2025.And that leads to the third debate – whether data centers can secure enough power to keep expanding. It's a valid concern. In the U.S., facilities under construction and contracted grid capacity cover about 30 gigawatts. That's less than half the 68 gigawatts of power that data centers are likely to need from 2026 through 2028. Grid connections can take five to seven years in some regions. Skilled electricians, welders, and pipefitters are in short supply. And local opposition is increasing as communities debate electricity bills, tax incentives, and who should pay for grid upgrades.These are real obstacles, but we view them as delays rather than dead ends. Onsite generation, fuel cells, energy storage, natural gas turbines, and the conversion of existing high-power sites could close the gap, at least partially.We believe much of the recent weakness in AI infrastructure has been driven by technical factors rather than a change in the underlying fundamentals. As AI becomes more capable and cheaper to use, demand for intelligence, compute, and power is likely to keep rising. The global market is fragmented as policy decisions in the U.S. and China shape how growth unfolds. But strong economics should support continued investment.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.
There's a growing backlash after Fifa announced plans to sell stakes in a $20bn subsidiary to manage its competitions. The EU's sports chief accused Fifa of relentless and corrosive commercialisation of football, while European football's governing body UEFA said the World Cup was not an "asset to trade". Also: after the resumption of fighting between the US and Iran, we hear more about a militia group in Iraq which was targeted in US-Saudi strikes. At least 14 people are now known to have died in the earthquake that struck the Japanese island of Kyushu. Russia's Federal Security Service has charged the Telegram founder Pavel Durov with facilitating terrorist activities and issued an international arrest warrant. We speak to one of the people who helped rescue horses from an equestrian centre caught up in the wildfires in France; videos of them galloping through the town have gone viral. The actor and musician Jared Leto is facing allegations of criminal sexual conduct by four women. Nepal says its tiger population is bouncing back... and why raving in a sauna is becoming popular in major cities around the world.The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment. Get in touch: globalpodcast@bbc.co.uk Photo: Fifa President Gianni Infantino during World Cup 2026 press conference Credit: Reuters/Henry Romero
Save big on Vegas with Las Vegas Advisor — get 10% off a membership with code MTM (new members, affiliate): lasvegasadvisor.com Hoover Dam suddenly closed for emergency repairs with almost no explanation, which is unsettling when road repairs are usually planned years out, and it comes as Lake Mead sits at 1,041 feet, roughly a foot above its all time low, with projections down to 1,009 feet by June 2029. The A's sold off two more slices of the team to fund the ballpark, bringing in Mark Cuban and a group led by Chan Ho Park that includes Ken Jeong, which is about as Vegas as it gets. UNLV's basketball coach also went semi viral suggesting you could buy the Running Rebels for 10 to 12 million instead of the A's, and the school leaned into the joke before walking it back. Hard Rock started its most serious light testing yet on the guitar tower, we look at a great 1991 view from the Mirage toward the volcano, and Golden Gate showed off room 328, a special request only twin bed room that looks a lot like a hostel. Plus Boxabl, the North Las Vegas tiny home maker, went public on the NASDAQ, Club Fortune North opened in the old Poker Palace with a solid renovation, and Bill Krackomberger dropped some genuinely honest advice about gambling that more influencers should be giving. We close with the Iron Mike Legacy immersive experience taking over the old Flamingo buffet space this fall, with tickets from $59 to $129. Let us know in the comments about a Vegas thing that came and went before you ever got to try it. Episode Guide: 0:00 114 Degrees & Grounded Planes 0:37 Hoover Dam Closes for Emergency Repairs 1:27 Lake Mead Is Near Its All-Time Low 2:48 You Can Buy UNLV for $10 Million? 4:36 Mark Cuban & Ken Jeong Buy Into the A's 6:37 Hard Rock's First Real Light Test 7:55 A 1991 View From the Mirage 8:38 Golden Gate's Tiny Room 328 9:55 Boxabl Goes Public 11:55 The Most Honest Gambler in Vegas 14:05 Club Fortune North Opens 15:43 Mike Tyson Takes Over the Flamingo Buffet 19:25 Final Thoughts Want more MTM Vegas? Get our exclusive weekly aftershow and join the community.
Stocks plunge into the close as Microsoft and Meta report as the Federal Reserve decision collides with results from the market's largest technology companies. Brenda Vingiello of Sand Hill Global assesses the broader market after earnings from Microsoft and Meta. Brent Thill of Jefferies breaks down the results and explains what they reveal about AI spending, cloud demand and the outlook for the biggest technology companies. Former Federal Reserve Governor Daniel Tarullo evaluates the Fed's latest decision and discusses what it means for inflation, growth and the path of monetary policy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A.M. Edition for July 28. Monday's slump in chip stocks spreads to Asian markets. Finance editor Alex Frangos says new concerns that China is catching up in the technological arms race come just as investors brace for updates on how much hyperscalers are spending on the AI buildout. Plus, as Volodymyr Zelensky returns to the White House, WSJ's Marcus Walker says the Ukrainian president is hoping to turn President Trump's fresh optimism about the war against Russia into a promise of more support. And Mercedes-Benz is the latest automaker to warn of headwinds in China, as the country's appetite for foreign cars continues to decline. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Episode 529 00:00 Introduction 00:48 Chinese Technology Threat 04:47 Lower Tech cost means more use cases: Technology lowers incremental cost 07:00 Technology is becoming a Utility 11:20 Is this a Tech Bear Market? 17:57 DotCom Bubble 2.0? 21:14 Nvidia has better valuation than Costco & Walmart and most of &P 500 Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————
Plus: Mercedes-Benz cuts its guidance after the German automaker's second-quarter sales in China dropped 30%. And Johnson & Johnson agrees to pay $5.5 billion to settle claims its talc-based baby powder caused ovarian cancer. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Carl Quintanilla, Jim Cramer and David Faber led off the show with the extension of the chip sector sell-off as AI jitters sparked buying in other groups: The software sector among the tech winners, while the Dow received a boost from Coca-Cola — whose earnings beat sent the stock to a record high. Speaking of Dow components, Boeing CEO Kelly Ortberg joined the program to discuss the company's Q2 results and why the stock has slumped over the past twelve months. Also in focus: The anchors discussed where companies' AI capex budgets should fit into your investment strategy, Johnson & Johnson's $5.5 billion talc settlement, Meta-BlackRock AI data center partnership, Apple CEO Tim Cook and incoming CEO John Ternus on the red carpet. 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.
South Korea's Kospi index halts trading after huge falls for tech stocks like Samsung and SK Hynix. Are investors starting to fear the arrival of Chinese AI chipmakers? Also, firefighters in France and Spain are continuing to battle wildfires that have forced hundreds of thousands of people from their homes and seen tens of thousands of businesses forced to close. And one of London's most iconic landmarks is looking for an apprentice.
Citadel Securities expects the Federal Reserve to deliver a surprise 0.25% interest rate hike this Wednesday, defying consensus expectations of a pause. ~This episode is sponsored by Tangem~ Tangem ➜ https://bit.ly/TangemPBN Use Code: "PBN" for Additional Discounts! 00:00 intro 00:10 Sponsor: Tangem 00:45 Surprise rate hike vs pause 02:30 Oil down 03:30 Trump: I know what he wants to do 04:00 Don't overthink it 05:00 Odds 05:40 Tom Lee: Would you take that bet? 07:40 Tom Lee: Crypto vs CLARITY 09:45 Tom Lee x Virtuals 11:00 Kospi fall off 11:30 CXMT 466% 12:00 CNBC: KOSPI breaker.. It's about AI and leverage 13:45 Jensen Huang: Open models matter 14:40 AI commitment EXPLODING 16:15 Steve Eisman: I wouldn't short this market 17:15 CLARITY delayed again? #Crypto #federalreserve #Bitcoin ~Rate Hike Sell-Off?
The US unveiled new tariffs to replace old ones, oil's jump above $100 deepened a global bond sell-off, and thousands of supporters of the youth-led “Cockroach” movement in India continued protesting over problems in the education system. Plus, the European Central Bank held interest rates, but other central banks may not follow suit. Mentioned in this podcast:US hits 60 countries with new duties as Donald Trump rebuilds tariff wall Oil hits $100 for first time since May while US stocks slide Oil price surge drives global bond sell-offIndia's Gen Z takes on ModiIndian police battle ‘Cockroach' protesters with batons and tear gasEuropean Central Bank holds interest rates at 2.25% after debating riseCredits: ANI / ReutersWant to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Fiona Symon. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Bitcoin remains resilient near $65,000 despite one of the biggest Big Tech selloffs of the year, with nearly $800 billion erased from the Magnificent Seven following disappointing earnings reactions from Alphabet and Tesla. The episode explores whether Bitcoin is beginning to decouple from equities, the launch of a Bitcoin Security Consortium by Strategy, BlackRock, and other industry leaders to prepare for future quantum threats, the latest setback in CLARITY Act negotiations as Democrats reject the GOP's ethics proposal, and why slowing growth at Anthropic is fueling a broader debate over AI regulation and competition. Learn more about your ad choices. Visit megaphone.fm/adchoices
Plus: The 10-year Treasury yield is at its highest level in more than a year. And Tesla shares dropped nearly 15% after reporting negative free cash flow of more than $1 billion in the second quarter. Pierre Bienaimé 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.
Andreas Steno and Mikkel Rosenvold are back to examine the latest market topics, from how Kimi AI's breakthrough is reshaping the AI investment narrative to how escalations between the U.S. and Iran are reshaping energy markets. And what of Donald Trump's renewed accusations against China? Andreas and Mikkel get into it all. Today's sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you're a seasoned trader in the Futures arena or brand new, Plus500's user-friendly trading platform offers you the advanced tools, market insights, and quick execution you've been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50.
The AI selloff drags bitcoin down. A deepening selloff in semiconductor stocks pulled bitcoin to $63,000 on Friday as markets questioned whether AI hyperscaler spending will produce the returns to justify chip valuations. CoinDesk's Sam Ewen hosts "CoinDesk Daily." - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at realfi.co. - Ledn provides a secure and transparent way to access liquidity while maintaining your bitcoin holdings. Perfect 8 year track record of keeping clients assets safe. Don't sell your bitcoin. Get a bitcoin-backed loan. Check out your rate by using their loan calculator at ledn.io JPEG Trading is a global proprietary trading firm specializing in cryptocurrency and decentralized finance markets. From market structure and liquidity provision to quantitative trading strategies, JPEG Trading operates across the full spectrum of blockchain-based assets. Follow @jpegtrading on X to stay ahead of the latest developments in digital asset markets: https://x.com/jpegtrading - This episode was hosted by Sam Ewen. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.