Podcasts about Semis

Europe's equity rally has surprised many investors. Our Europe Head of Research Product Paul Walsh and Chief European Equity Strategist Marina Zavolock discuss potential outcomes of the broadening market.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Research Products here in Europe. Marina Zavolock: And I'm Marina Zavolock, Chief European Equity Strategist. Paul Walsh: And today, we're looking at whether European equities have more room to broaden – as markets assess the implications of a potential U.S.-Iran deal and a reopening of the Strait of Hormuz.It's Monday, June the 29th at 10am in London. Marina, it's always great having you on. And for our listeners out there, I think they'd be interested to hear that if we look at Europe's performance year-to-date, it's now on a par to the S&P. So, both indices are up somewhere between 7 and 8 percent year-to-date. So, Europe is starting to stage something of a comeback from the conflict lows. And so, what's driving this? And are we beginning to see inflows into Europe again? Marina Zavolock: So, I'm going to give a two-part answer to this. Firstly, Europe has a lot of the same exposure as the U.S., so that is part of the reason… I know that Europe has this kind of reputation for not having a lot of tech exposure; but we do have tech exposure… Paul Walsh: We do. Marina Zavolock: Not to the same degree as the U.S., but, let me just give you some numbers here. So, we have a number of sectors heavily exposed to the AI CapEx boom. These are led primarily by the semis sector in Europe, tech hardware, cap goods, and metals and mining; specifically, copper has a link to AI as well. And those sectors, let's say roughly they make up at this point about 15 percent weight of our index. And if you look at that year-to-date performance that's on par with the U.S., almost 90 percent of it is made up from these sectors.Paul Walsh: Yes. Marina Zavolock: So, these sectors have moved just as aggressively as many of the AI pockets within the U.S. That's the answer that's kind of similar to the U.S. The answer that's a bit different is that we get from time to time, over the years actually, but we had a very big one earlier this year. We get these waves of interest in Europe because investors start to think about diversification. So… Paul Walsh: That's right. The broadening. Marina Zavolock: Yes. So, they... And we've called for broadening recently on the back of this, Iran-U.S. MOU. But this broadening has other drivers as well. So when we felt this wave of interest in diversification, and we saw the flows coming into Europe earlier this year, the driver was initially because the Mag7 was kind of going choppy and sideways. So, that just drove diversification out of Mag7 and into equal-weighted S&P, but that also always benefits Europe. Or tends to benefit Europe. But also, we had this wave of interest in real assets earlier this year; and Europe has a higher share of real assets than the U.S. Now, at this moment, I am sensing that we are getting that pickup in broadening interest once again from my feedback with investors. You had this MOU, which was the initial trigger. You have oil prices, broadly, they're falling. That's helpful as well. But I think the biggest driver of what's driving this diversification interest at this moment is actually the volatility that we're seeing in the AI complex. Paul Walsh: Mm. Marina Zavolock: So, what a lot of the feedback I'm getting these days from investors that are coming back to Europe after focusing primarily on the U.S. is, ‘Look, I have a lot of AI in my portfolio. I like my AI exposure. I'm not looking to get rid of it or to sell it, but incrementally, I'm a little bit worried about this volatility. And I'm looking to broaden my exposure. What do you like in Europe to help me diversify away from this kind of volatility that we're seeing now?' Paul Walsh: And I think that's a great segue, Marina, to my second question, because with Europe having really kept pace with the S&P year-to-date, the question that really is going to be asked is the sustainability of that relative performance. And when we think about a backdrop here in Europe of pretty low economic growth, the market continues to be worried about rate hikes given recent inflationary dynamics. And as you've articulated there, tech has played a very significant role here in Europe as well in terms of driving markets higher. So, you've alluded to it in a few of your comments already, but how sustainable do we see this as being? Marina Zavolock: It depends on AI, to be honest with you. So, if AI starts to really move up at an aggressive pace like it was earlier this year, then it's hard for Europe to outperform given our exposure. But if that starts to move up at a more moderate pace, Europe has a chance to do very well. Paul Walsh: Mm. Marina Zavolock: I think there's a lot of misperceptions when it comes to European equities. And outside of AI, actually there's quite a lot of strength. So, misperception one, you've mentioned it, which is basically: Oh, look at our PMIs, look at our GDP growth. Why bother with European equities? I think this is maybe what some U.S. investors may think. But just like in the U.S., the equities market, and maybe even more so, the equities market in Europe – it is not the economy. Paul Walsh: Mm. Marina Zavolock: So, we just published our global exposure guide over this past weekend, which Morgan Stanley has been running 29 iterations of this guide. Europe's exposure to Europe is pretty much at historical lows over decades. Europe's exposure to Europe as a percent of revenues is now 45 percent of revenues … Paul Walsh: Yeah. Marina Zavolock: ... is European exposed. The rest is very global, including the U.S. Um, Europe, uh, Of that 45 percent domestic, a lot of that is banks, some defensive sectors. Only a very small sliver is actually consumer-oriented sectors that would see earnings downgrades on the back of ECB hiking, for example. So, I think people may also be surprised to know that consensus earnings growth for Europe this year is over 16 percent. Paul Walsh: Mm. Marina Zavolock: It's really healthy. Paul Walsh: It's pretty healthy. Marina Zavolock: I know the U.S. is over 20, but Europe is over 16 percent. These kinds of ideas of, you know – we have a shortage of energy and therefore our earnings are going to be down – they're misperceptions. Because actually, as long as oil doesn't spike to, I don't know, [$]150. If it stays within a healthy range, call it [$]70 to 90, that's actually a very good environment for Europe because we have a lot of real assets. We have the banks which benefit from higher inflation because they trade on the steepness of the curve. And we have some AI exposure. If you add up those three things, which all benefit from inflation, that's 60 percent of our earnings pie.Paul Walsh: Right. Marina Zavolock: Hence, Europe's actually doing really well. And I'll just mention one other thing. Earlier this year, we broke out of a structural downtrend discount; that range that we were trading in versus the U.S. So, for almost 10 years, Europe's discount was just going wider and wider and wider and wider. And as of January 1st, this year, on a like-for-like basis, so sector neutral excluding Mag7, we broke out of that structural downtrend, and we keep seeing a narrowing. Paul Walsh: Yeah. Marina Zavolock: So, if you're going to broaden, it actually makes a lot of sense to look at Europe, where we have these discounts, and we have value, and we have growth. Paul Walsh: Yeah. So, the point there being the relative valuation discount of Europe to the U.S. has been actually closing a little bit more recently. Final question from my side. You have obviously recently refreshed your sector model. We have talked about the broadening in our conversation today. What are you advocating to your clients out there in terms of relative sector preferences? Marina Zavolock: Yeah. So, we run a data-driven model. Just briefly, we look at things like earnings revisions breadth – works really well as a leading indicator in Europe; a leading indicator for future earnings as well. Consensus price target revisions breadth, balance sheet measures. We look at a number of different things, AI exposure. And basically, I'll just give you the top sectors in our model now. Semis number one, metals and mining number two, led by copper. Paul Walsh: Mm-hmm. Marina Zavolock: Banks number three. I think banks, for me, it's a key diversification play. Paul Walsh: Yes. Marina Zavolock: A big differentiator. And trading on 10 times PE with very high distributions, buybacks and dividends, low teens earnings growth upgrades. Front of the line on AI adoption and seeing that ROI coming through. Cap goods, number four, that's also led by AI exposure. Paul Walsh: Yeah. Marina Zavolock: And then I'll just mention lastly, utilities is an overweight as well. That's also a little bit AI linked, but very, very under-owned; lagging the trends we've seen in the U.S. And broader based in terms of the positives there because we also have this drive for renewables, which is coming back. Paul Walsh: Marina, always, we value your insights highly. Thanks as always for taking the time to talk. Marina Zavolock: Great speaking with you, Paul. Paul Walsh: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen. And please do share the podcast with a friend or colleague today.

Semis in focus as Broadcom unveils a new custom chip with OpenAI, Micron awaits earnings after the bell, and Cerebras shares slump on the company's first report as a public company. Cerebras' CEO joined the team with his first take on the stock move. Plus: a live look at the world's largest gas turbine engine factory - and what it means for stocks like GE Vernova - along with reaction from the head of one of the nation's biggest homebuilders to the President's surprise pivot on a key housing affordability bill.    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.

Key Topics:AI infrastructure evolutionServer and rack engineering innovationsAnalog components and power managementSemiconductor industry growth and GPU impactEnterprise and hyperscaler strategies for differentiationCooling technologies and hybrid solutionsNetworking and infrastructure for AI workloadsMulti-cloud and on-prem AI deployment trends

Patrick Fruzzetti warns the market is showing signs of irrational exuberance, particularly in semiconductors, even as the U.S. consumer remains strong on solid retail sales. He points to inflation risks, geopolitics, and the Fed's influence on the bond market as key drivers of rising rate pressure. Fruzzetti expects bond market stress to spill into equities, leading to increased volatility despite ongoing momentum.======== 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

Welcome back to FUT IN REVIEW | World Cup Daily #20. Milestone alert! We have officially hit 20 daily tournament episodes. Today, Shaq (wearing a punishment orange shirt after losing a bet to John) and John team up at 6:00 AM to break down a thrilling, high-scoring slate of Day 10 matches at the World Cup 2026.We break down all the matches, tactical masterclasses, and rants unfiltered:The Houston Masterclass: John completely predicted it! Ronald Koeman started Brian Brobbey as a physical number nine, and the Oranje completely dismantled Sweden 5-1. We analyze how the early hydration break forced Sweden to alter their 5-back system, paving the way for braces from both Brobbey and Cody Gakpo, capped off by a late Crysencio Summerville strike.Undav's Toronto Rescue: Germany secures their spot in the knockouts after a brutal, physical midfield war with Ivory Coast (2-1). Frank Kessié shocked the Germans early, but Julian Nagelsmann's ultimate super-sub weapon, Dennis Undav, struck a lethal winner in the 96th minute. We debate if Undav should finally start or remain the tournament's best tactical bench weapon.The 15-Save Miracle: Ecuador threw absolute everything at Curaçao, registering 15 shots on target and hitting the crossbar, but the match ended in a thrilling 0-0 deadlock. The headline? 37-year-old goalkeeper Eloy Room pulled off a historic, generational performance with the most saves recorded in a single World Cup match since 1966. Plus, we highlight former Man United winger Tahith Chong's brilliant performance.Japan Cruise, Tunisia Sinks: Sacking your manager 4 days before facing a fluid Japan team doesn't work. We track the live action as Japan completely outclasses Tunisia 3-0 through goals from Daichi Kamada and Ayase Ueda, securing their cruise to the top of Group F alongside the Dutch.We are recording at 6:00 AM completely sleep-deprived to bring you every single match breakdown live! If you want to support the crew one-time only without a monthly subscription, buy the boys a coffee lifeline here:

Alex Eala has done it again!

Ian Saunders and David Clark break down a surprising sector shakeup — basic materials topping tech, energy breaking down hard, semis still ripping, and small caps quietly hitting all-time highs — ahead of the Fed's June rate decision. Images were taken from the Nasdaq Dorsey Wright Research Platform (linked below).Get Our Weekly Newsletter:NDW Lite: https://nd.nasdaq.com/Index-Preference-Center-LP-.htmlHow to Find Us:Twitter: https://x.com/DorseyWrightNDWLinkedIn: / nasdaqdorseywrightResearch: https://dorseywright.nasdaq.com

It's the conclusion of the tag team tournament, One Million dollars is on the line... who is going to take home the cash? The Midnight Rider looks for revenge against the brains of the Horsemen JJ Dillon in a Bullrope Match; the semis, a world title defense against a leaner and quicker Nikita Koloff and of course the finals of the tournament. All that action plus some discussion on the upcoming CWE Rumble on the Rail event and the new season of Dark Side of the Ring. Follow us on: Twitter/X  @LegWreObsession Facebook Page - Legendary Wrestling Obsession Instagram - @legendary_wrestling_obsession Patreon - patreon.com/LegendaryWrestlingObsession YouTube - https://www.youtube.com/@LegendaryWrestlingObsession Tik Tok - @legendary_wrestling_obs machomanitoban.com Instagram - @machomanitoban Contact - legendarywrestlingobsession@gmail.com

LEARN MORE about NDX: ⁠⁠https://www.nasdaq.com/nasdaq-100-options-xnd-ndx?utm_medium=Podcast&utm_source=RiskReversal⁠ Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. LEARN MORE: https://apexfintechsolutions.com/?utm_source=Risk+Reversal&utm_medium=Podcast&utm_campaign=701PJ00000fnXhaYAE SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan & Carter Worth break down the top market headlines and bring you stock market trade ideas for Wednesday, June 17th. Mike Tracey, Head of Risk at Apex Fintech Solutions, joins Dan to discuss all things volatility as it relates to the Nasdaq and SpaceX -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we were pleased to be joined by Steve Hilton, Republican candidate for Governor of California, for a wide-ranging discussion on California's economic competitiveness, energy policy, affordability challenges, and the future of opportunity in the state. In our conversation, Steve shared his perspective on the policies and reforms he believes are necessary to address California's rising cost of living, high energy prices, housing affordability concerns, and broader economic challenges. He discussed his campaign proposals to reduce gasoline and electricity costs, reform the state's tax structure, streamline government, and expand housing affordability. Steve outlined his views on California's climate, energy, and regulatory policies, arguing for a more pragmatic approach focused on affordability, domestic energy production, economic growth, and reducing bureaucratic complexity. Throughout the discussion, Steve emphasized that California's long-standing strengths, including its innovation ecosystem, entrepreneurial culture, natural resources, and deep talent base, position the state for renewed growth and competitiveness. We explore the role energy policy plays in economic development, affordability, and business investment, along with the broader challenges facing one of the nation's most influential economies. We appreciate Steve for sharing his time and look forward to staying in touch as the campaign continues. Mike Bradley opened by noting that a peace agreement to end the 15-week war with Iran appears within reach, with a Memorandum of Understanding (MOU) expected to be signed Friday that could lead to a full reopening of the Strait of Hormuz. While an MOU would represent an important milestone, the greater challenge will be ensuring both sides uphold their commitments. In oil markets, the prospect of a deal drove WTI down ~$8/bbl to ~$77/bbl, its lowest closing level since the first week of the conflict. Focus is now shifting to the post-war landscape, with oil strategists closely watching how quickly tanker traffic normalizes through the Strait of Hormuz and the pace at which OPEC restores supply. While traders appear increasingly bearish in the near term, Mike emphasized a more constructive intermediate-term outlook. From an energy equity standpoint, the sharp decline in oil prices has weighed on the sector, with energy equities pulling back ~4% this week, making it the worst-performing sector in the S&P 500. The energy sector has effectively round-tripped since the start of the war (down ~2%). Despite this, the forward oil curve remains supportive, with the 12-month WTI strip at ~$73/bbl (~$10/bbl higher than pre-war levels), underscoring a more constructive medium-term outlook. Energy's weighting in the S&P 500 has declined from ~3.5% (pre-war) to ~3.0%, even though recent events have reinforced the critical role of energy.  From a U.S. bond market standpoint, the 10-year bond yield (~4.45%) has drifted modestly lower this week. Consensus expects the Fed to leave interest rates unchanged at Wednesday's FOMC meeting, with attention focused on forward interest rate guidance and Chairman Warsh's tone and policy path going forward. From a broader equity market standpoint, the S&P 500 has gained ~1.0% this week, bringing it to within 1% of its all-time high. Several market leaders (Big Tech & Semis) pulled back on Tuesday and could signal an early crack in market leadership. He concluded by highlighting investor enthusiasm surrounding the recent SpaceX IPO (+20% on Day 1 and +45% since its debut), noting that the company is now the fifth-largest publicly traded company globally.

What better way to usher in our 200th episode of The Fantasy Ruckers Show then by breaking down a Major League Rugby semifinals weekend that broke not one but two total points playoff records! No shortage of points scored, BUT two very different stories...Ryan and NA Rugby DB's James Deeley recap the semifinal matches, give an early breakdown and prediction of the upcoming final between the Chicago Hounds and California Legion PLUS invite our TFR community to partake in a SCRUMMY showdown for one last fantasy rugby hurrah in MLR 2026!Check out our website to stay up to date with the latest fantasy MLR stats, top players and league updates: www.thefantasyruckers.comAlong with the most comprehensive North American Rugby Database curated by James Deeley: https://narugbydb.com/For the video version of the show head to our channel on Youtube.Interact with The Fantasy Ruckers community and stay up to date with The Fantasy Ruckers Rugby League on our discord channel!Stay up to date with the league by following us on socials!X: @FantasyRuckers/@NARugbyDB  Instagram: @thefantasyruckers/@MLRStats  Facebook: thefantasyruckers   Bluesky: @thefantasyruckers.bsky.social/@narugbydb.com

Mpho and Tim discuss the Proteas Women's World Cup Opening defeat to Australia. They discuss the XI, Bowling attack , batting issues and what next in the Tournament for them to get to the SemisFollow us @SACricketPod on X and Subscribe to the SA Cricket Podcast Youtube Channel. South African Cricket Podcast on Apple Podcast and Spotify. You can buy us coffee at https://buymeacoffee.com/sacricketpod Email us at sacricketpod@gmail.com Time Stamps: Introduction (00:00);Initial Thoughts on the Loss (02:30);Bowling Performance (07:26);Batting issues (19:35);Upcoming Games & route to the Semis (26:50)

Marta Norton breaks down market volatility driven by concentrated moves in semiconductor and memory stocks alongside geopolitical tensions. She also discusses how the SpaceX IPO could open the door for deals from Anthropic and OpenAI, while highlighting consumer spending trends and key metrics to watch for AI investment returns.======== 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 inspiring interview, Eric Neely shares his journey from a truck driver to a successful multifamily real estate investor and leadership coach. Discover the importance of understanding your 'why', building relationships, and cultivating a resilient mindset to achieve financial security and personal growth.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

US equities were mostly higher in Monday trading. Semis and memory names were very strong as the groups rebounded off of Friday's big declines. The day's bounce played into a resilient equity market narrative, while strategists continue to highlight earnings growth, AI capex tailwinds, and macro surprise momentum as broader market tailwinds.

The play-offs are here and in this week's show Alex and Liam review both play off semi-final first legs. It was honours even as CD Castellon and Almeria drew 1-1, whilst Malaga won 0-1 in Las Palmas to take an advantage back to La Rosaleda. There is also good news from the 1RFEF play off semi-finals. Last week it looked like two B sides would be joining us next year, now there is just one B side in the four sides who have made the final. Part 2 of this week's show will be out on Thursday when the boys review the second legs. ===== Why wait until Thursday? Listen early and ad free for as little as 3 Euros a month on Patreon or sign up for our extra content tier to hear the second 45 of the show, FREE TRIAL FOR 7 DAYS and then from as little as 3 Euros per month (billed in your local currency). On the link below;⁠⁠⁠⁠ ⁠⁠⁠⁠ ⁠⁠⁠⁠www.patreon.com/spanishsegundashow⁠⁠⁠⁠  Spanish League, Spanish Football, Soccer podcast, Soccer podcasts, Español football, Spanish Segunda Division, LaLiga, LaLiga Hypermotion  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Derek Moore is joined by Shane Skinner to react to the market Friday selloff including many of the chip and memory stocks. What is driving this and has the oil trade decoupled from equities? Then they discuss SpaceX IPO pricing at $135, the strong jobs numbers that exceeded estimates including April being revised from negative to healthy positive number, and Michael Saylor sells some Bitcoin for Strategy. All this and more this week.   SpaceX IPO price Saylor sells Bitcoin for Strategy Crypto out of favor judging by the ETF fund flows S&P 500 Index Friday selloff of -2.6% after continuous march higher Semis and memory stocks hit with many pulling back ~ -20% from all-time highs Oil was down but the market didn't care today More Oil supply coming online? Fed futures pricing in a rate hike by December Tough to time when to sell a highflyer Will investors hit the sell button thinking this is the turn? Greenshoe IPO provision   Mentioned in this Episode     Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com

Micic magic helps Hapoel TLV to semis, Hoops playoffs, Peretz makes permanent move to SaintsMake sure to subscribe to The Sports Rabbi Show on iTunes, Spotify or Google Podcasts.Also download our fabulous new App available for both Android and iPhone!Click here for the iPhone AppClick here for the Android App

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Chequia en 30': Conversamos con la realizadora checa Jana Boková | Repasamos el triunfo de Menšík sobre Fonseca | Inventores checos recrean una máquina de Julio Verne.

Welcome back to the VRA Investing Podcast! It's a jam-packed Wednesday as Kip Herriage returns after three days away with an in-depth market update. Today, Kip Herriage breaks down the end of the market's nine-day winning streak, why he believes this is a "buy the dip" moment, and how the VRA System signals there's plenty of room left in this powerful, long-lasting bull market. He covers headlines from a parabolic surge in semiconductors and AI stocks, to the impact of global events on oil and rates, and the market's anticipation for the SpaceX IPO. On the company front, we get updates on Tesla's breakthrough robo-taxi rollouts in Austin and promising news for Lost Soldier investors. Kip Herriage also unpacks the latest in Bitcoin volatility, gold and miners, and why retail investors may be selling the recovery short. Strap in for a fast-moving, insight-packed episode that puts the week's major financial headlines into sharp focus!

• Lady Vols are headed to the semis • The baseball team is headed back home • What's next? • The State of Chaz Coleman and more!

On today's exciting HEP-isode, the boys try to figure out what that chair in the hotel room is for and get sidetracked by old Builder's Square flashbacks while Mike gets worked up about the proliferation of dually pickups and Jo sits down with Einride CEO Roozbeh Charli to talk about their new Amazon deal, L4 autonomous semi trucks, and the company's billion dollar IPO.

Are semi stocks outperforming at the expense of the Mag 7? We'll debate and look at how long that can continue. Plus, Komal Sri-Kumar joins us with his thoughts on Kevin Warsh's first move as Fed Chair. And we dig into the SpaceX IPO and its impact on the benchmarks with a market structure expert. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Rugby Odds: What France DOESN'T have, Irish Flops, URC 1/4s, JRLO semis, Spain7s, Big Opinions by Matt McCarthy

As markets near new highs, leadership is becoming crowded in AI and semis. Nancy Prial urges rebalancing into overlooked sectors like energy, housing, and industrials, while favoring small caps for their growth potential. She also flags possible volatility ahead despite a bullish long-term outlook.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Adrien Dumont de Chassart - 11:33 Sami Penor - 29:50 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Encuentra el episodio completo en nuestro canal de YouTube “Piloto Football”

Ross Benes and former Husker Joe Simokaitis recap Nebraska's game against Oregon, an 8-0 loss to end their run in Omaha. They discuss why things went wrong, what it means for the NCAA Tournament, and more.Music: Ian AeilloFor more from the I-80 Club, become a Patron and get bonus episodes, access to the I-80 Club Discord server, and so much more: patreon.com/i80clubSubscribe to the I-80 Club YouTube channel and don't miss any of our public episodes, see shorts, and other videos! Hosted on Acast. See acast.com/privacy for more information.

WE ARE GOING TO THE SEMIFINALS!

Get Up resumes with Thunder-Spurs. OKC successfully slowed down Wemby and kept his post touches to a minimum. Is this a sustainable strategy? (0:00) Meanwhile - Kevin Weekes on how detrimental Cale Makar's absence was for the Avalanche in game 1 vs the Golden Knights! (13:20) Then - Josh Pate HATES expanding the CFP to 24 teams! (23:00) Learn more about your ad choices. Visit podcastchoices.com/adchoices

This week Erik and Aidan are back to talk about Sinner's continually more impressive season. At this point this season is putting Sinner up there with the most impressive seasons of all time, and may even put him top 5 in the all time rankings. The guys also discuss expectations for players that performed well in Rome such as Casper Ruud and Luciano Darderi. Enjoy the discussion and be sure to check back later in the week for a full episode discussing these topics! Contents:Sinner Top 5 All Time? 0:00Ruud's RG Expectations 5:20Drama in the Semis 10:09Darderi's Dream Run 14:50Quarterfinal Surprises 19:21Stan Update 22:18What's New 23:20Upset Alert 25:56Match of the Week 27:17

ITL debates whether the Rockets GM is feeling real pressure right now.

Join our discord https://discord.gg/vKTFSuhTFChivas vs Cruz Azul Clausura 2026 semis, post game reaction. Cruz Azul eliminate Chivas 4-3 on aggregate.

In this episode, Chase Ingraham and Bill Grundler 30,000 foot view at the 2026 Age Group Online Semifinals programming. They analyze how the chosen movements and try to understand why the event selections were made after what was programming for the 2026 CrossFit Open and Quarterfinals. They break down key workout structures, movement standards, testing emphasis, and strategic takeaways that will shape the entire 2026 competitive season.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcThe market just tagged a new high… and then got hit right after. If that feels confusing, it's because it kind of is right now.On paper, everything looks strong. S&P pushing up, momentum still there. But once you actually look under the hood, it tells a different story. Consumer sentiment is sitting at record lows, worse than 2008, worse than Covid… and somehow stocks are still climbing. That gap doesn't usually stick around forever.What's really going on is this move isn't broad. It's a small group of names doing most of the heavy lifting while a lot of stocks are either flat or already rolling over. That's where it starts to feel a bit sketchy.Here's what's worth paying attention to:✅ Only a few stocks are carrying the market✅ Most sectors aren't really participating✅ Volatility is starting to pick up again✅ Semis are pulling back after huge runs✅ Yields are creeping up and adding pressureSo yeah, the trend is still up… but it's not as clean as it looks. This isn't the kind of market where you just blindly chase everything.That's where OVTLYR helps. It keeps things simple and shows what's actually happening so you're not guessing through all the noise.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Make sure to follow us on Spotify. Chivas hold onto a 2-2 draw against Cruz Azul in the 1st leg of Clausura 2026 semis. Join our discord! https://discord.gg/vKTFSuhTF

La historia de un amor que nos llevó a soportar horas de espera, hambre y angustias varias.ECDQEMSD podcast episodio 6303 Amor AlemánConducen: El Pirata y El Sr. Lagartija https://canaltrans.comNoticias del Mundo: Trump en China - Hablaremos con Cuba - Los bunkers rusos - Mega marcha universitaria en Argentina - Los más ricos del mundo - Concentración de la riqueza - Comenzó la reventa de tickets - Advertencia para el Mundial 2026 - Semis de la Liga MX - Fetiches caros - Receta paraguayaHistorias Desintegradas: Despedida lacrimosa - Una nevada potente - Desvío a Barajas - Puebla, Acuña, Monclova - La defensa de León - La versión económica - Una noche en El Alto - Coctails para todos - Por Sir Alexander Ferguson - Hagamos Hummus - Saludos a Ecuador - Una tarta de manzana bien hecha y más...En Caso De Que El Mundo Se Desintegre - Podcast no tiene publicidad, sponsors ni organizaciones que aporten para mantenerlo al aire. Solo el sistema cooperativo de los que aportan a través de las suscripciones hacen posible que todo esto siga siendo una realidad. Gracias Dragones Dorados!!NO AI: ECDQEMSD Podcast no utiliza ninguna inteligencia artificial de manera directa para su realización. Diseño, guionado, música, edición y voces son de  nuestra completa intervención humana.

https://garykaltbaum.com/The opinions you hear on BizTalkRadio, BizTV, or BizTalkPodcasts are those of the hosts, callers, and guests and do not necessarily reflect those of BizTalkRadio, BizTV, or BizTalkPodcasts, its management or advertisers. The information on BizTalkRadio does not constitute a recommendation, offer, or solicitation to buy or sell any product or securities. Please consult a professional before investing. 

Sara Awad from Tech Contrarians discusses semi momentum (0:40) Tech correction won't come out of nowhere; it will be forced (4:00) Nvidia earnings (6:30) Marvell and Broadcom (11:30) Micron, Credo, AMD, Intel, Arm, Apple (14:00) Nebius' sweet spot (33:30) Fundamentals over everything (36:50)Show Notes:AMD, Arm gain server CPU share at Intel's expense in Q1: UBSThe Cure For FOMO With Tech ContrariansRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

SUMMARY DEL SHOW Futuros mixtos antes del PPI. $SPX +0.25%, $US100 +0.56% y $INDU -0.23%. El mercado espera presión por energía y hoy también hay comentarios de la Fed. Semis siguen sensibles. El mercado digiere el viaje a China de Trump con Jensen Huang, y hay toma de ganancias después del rally. $PYPL acuerda con el DOJ y perdona cerca de $30M en fees. $WMT elimina o reubica roles corporativos. $BABA crece en cloud, pero presiona ganancias por gasto en IA y quick commerce.

Camilo Pinheiro Machado e Pedro Maia debatem esses dois confrontos das semifinais de conferência. O que explica o 4 a 0 do OKC Thunder sobre os Lakers de LeBron? Qual o futuro de King James após a eliminação? No Leste, como o Cleveland Cavaliers conseguiu reagir e empatar a série contra os Pistons depois de ver o time de Michigan abrir 2 a 0? Vem no play!

The run-up in tech has Dan Niles remembering like it's 1999, but he says the rally “has at least one more great year.” Microsoft's Satya Nadella takes the stand in the Musk vs. Altman trial. Plus, the under-the-radar chip company UBS says is “the fastest grower” in the space.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Blowout numbers from Semis – tech is on fire! The war is kinda over – but nothing has changes. A deep dive into AI and employment trends – is your job at risk. And our special guest today – author of How to Get Rich in American History – Joseph S. Moore, PhD. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Joseph S. Moore, PhD, is an author, historian, and investor whose self-experimentation with history's wildest financial strategies made him financially independent in his mid-40s. His writing blends deep, unconventional insights with some of history's most hilarious stories His first book, Founding Sins , from Oxford University Press, was praised as “extraordinary” and “witty.”   Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Chart/Graphic Discussed Stocks mentioned in this episode: (AMZN), (META), (AAPL), (NVDA), (SNDK), (OIL), (GOOG), (WHR)

Welcome back to the Sorry to Interrupt podcast! Sean is back for another edition of the NBA Rundown as he checks in on the Conference Semifinals and sets the stage for the weekend before addressing the Draft Lottery set for Sunday afternoon in Chicago. Everyone enjoy the pod!

In this episode, we kick things off by examining a major compliance crackdown that has shaken up the electronic logging device market. The Federal Motor Carrier Safety Administration revealed that a staggering 67 devices have been revoked since January 2025, with two more manufacturers just added to the list for failing to meet minimum technical requirements. Carriers currently using these revoked devices face a tight deadline to switch to compliant ELDs or risk being placed out of service after the sixty-day grace period expires on July 7, 2026. Next, we explore the electric vehicle sector where Tesla's long-awaited Semi has just landed a blockbuster deployment order. Listen in to learn how WattEV ordered 370 Tesla Semi trucks in what will become California's largest single electric truck deployment, with more than 300 units operating under a joint program with the Port of Oakland. To support this massive fleet, WattEV plans to open truck-charging stations equipped with Tesla's Megawatt Charging System chargers that can add 300 miles of range in about thirty minutes. Finally, we unpack the Southeast's most ambitious infrastructure project as Georgia Ports outlined a nearly $5 billion self-financed investment plan to add five new big ship berths and support a projected 54 percent growth in container throughput. Researchers at Georgia Tech found that routing cargo through Savannah saves shippers more than $1,000 per container when delivering to key inland markets compared to West Coast gateways, cementing the port's dominance as the Southeast's logistics gateway of choice. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to the Sorry to Interrupt podcast! On the latest edition of The Hockey Hour, Sean is joined by Will Smith to catch up on the latest developments of the Stanley Cup Playoffs 2nd Round. The guys start in the east by breaking down Buffalo's early 1-0 lead on Montreal as well as Carolina off to a convincing lead on the Flyers. Next, they transition over to the West as Will details how Colorado has brought the firepower to the Wild and who had the advantage between Vegas and Anaheim. Everyone enjoy the pod!

Get ready for an action-packed weekend of competition! On this episode of the podcast, Chase Ingraham and Bill Grundler break down the programming for three massive semifinal events happening this weekend: the 2026 Far East Throwdown, Magic City Games, and Copa Sur. From expected workouts and surprise movements to athlete storylines and key matchups, Chase and Bill deliver their expert preview, analysis, and bold predictions you won't want to miss. Whether you're competing, cheering from home, or just love high-level functional fitness, this episode is your ultimate guide to the action.