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Squawk on the Street
9am Hour: Micron Soars on Blowout Quarter, Apple Hikes Prices, Nasdaq Rally Hopes Fizzle 6/25/26

Squawk on the Street

Play Episode Listen Later Jun 25, 2026 42:39


Carl Quintanilla, David Faber and Michael Santoli led off the show with tech and the AI Trade: Shares of Micron soared after the memory chip maker posted a blowout quarter. Apple announced it is hiking prices on MacBooks and iPads due to the memory chip crunch. Shares of the iPhone maker fell sharply, helping to drag the Nasdaq into negative territory in Thursday's trading and erasing the optimism sparked by Micron. Core PCE — the Fed's preferred inflation gauge — rose in May to year-on-year levels not seen since 2023. Also in focus: Qualcomm surges, oil prices fall to fresh pre-Iran war lows, a JPMorgan Chase executive seen a potential successor to CEO Jamie Dimon is leaving the bank, Anthropic vs. Alibaba, all things SpaceX.   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.

DH Unplugged
DHUnplugged #807: MahJong and Markets

DH Unplugged

Play Episode Listen Later Jun 24, 2026 65:12


Announcing the CTP for SpaceX. MahJong Craze gone wild. Goodbye to Alan Greenspan – The Maestro. Have you seen RAM prices? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Announcing the CTP for SpaceX - MahJong Craze - Goodbye to Alan Greenspan - The Maestro - Have you seen RAM prices? Markets - Economic Collapse Imminent? - Breathe is narrowing again - chips chips chips are the only play - Spacex coming back down to earth? What is that sucking sound? -- Markets getting weird..... 3% down for NASDAQ 100 today - 8% for SMH and 14% for Memory ETF - Just announced - Alphabet (Google) will replace Verizon in DJIA DEDICATION: Alan Greenspan - Died Monday at age 100 Google Enters DJIA - High priced shares - Moves tech to 22% of DJIA from 17% or so - very meaningful move - Every $1 move for Google = $7 move on DJIA - Tech:  S&P 500 (~30%+), Nasdaq (~50%+) Computer Pricing - What as $2,000 a year ago for a nice desktop is not like $4,000 - Dell not holding pricing quotes - and even if they do, back ordered so prices could go up after order - Will IPOs put more money in the pocket of tech companies to buy gear at any price? Endless - SpaceX recently finalized two massive, multibillion-dollar artificial intelligence contracts: a $6.3 billion computing power agreement with Reflection AI and a $60 billion acquisition of the AI coding startup Cursor. - AI Compute Deal with Reflection AI - - - - The Terms: Reflection AI agreed to pay SpaceXAI $150 million per month from July 2026 through the end of 2029. - - -- - - The Infrastructure: The startup will tap into hardware and GB300 chips housed at SpaceX's Colossus 2 data center in Memphis, Tennessee. More SpaceX - SpaceX shares were as high as $220 post IPO. - Sharea ahve been down over the past 3 days. - Most that got in POST IPO probably bought in at about $162-$165 - Newsline: SpaceX shares slipped for a third straight day, shedding hundreds of billions of dollars in market value, after the company said it is selling investment-grade bonds for the first time. - The stock fell 16% Monday to close at $154.60, the lowest level since the company's first day of trading, pushing its three-day loss to 23% and erasing over $600 billion in value over that period. - SpaceX is seeking to raise at least $20 billion from the first bond offering to fund its artificial-intelligence ambitions. Missed Opportunity - Short the Mattress companies he said...... ----- Got squeezed out....Never to return Swing and a Miss Maybe Because this can happen... - Shares of Getty Images Holdings Inc. soared as much as 145% on Monday after it announced a licensing deal with OpenAI. - Getty said that images from its library will appear in the search and discovery features of ChatGPT, marking a key reversal for the firm. - The partnership with OpenAI could improve “licensing optics” and shift the narrative on the stock, according to analyst Mark Zgutowicz. - Getty shares were up 118% to $1.32 as of 12:44 p.m. in New York, putting them on track for the best session since July 2022. The stock had fallen about 55% this year to close at 61 cents on Thursday before the Juneteenth holiday weekend began. KOREA - SK Hynix - New #1 in South Korea: SK Hynix surpassed Samsung Electronics on Monday to become the country's most valuable listed company. - Remarkable turnaround: A striking reversal for a chipmaker that nearly collapsed under heavy debt roughly two decades ago. (CYCLES) - AI memory leader: Now the dominant supplier of high-bandwidth memory (HBM) chips powering AI systems. - Marquee customers: Key buyers include Nvidia (NVDA) and Alphabet's Google (GOOGL). - Massive 2026 rally: Shares are up more than 340% year-to-date, fueled by the global AI boom. - Market cap milestone: Valuation now exceeds both Samsung and Micron (MU). Markets Get Chopped - Questions being asked about if AI spend boom producing fast enough return - Back to earth on valuation scare - (all of a sudden?) - KOSPI down 11% - Chips getting hit - 12% for Memory ETF - MU down 9%, Intel 4%, ASML 7% RAM Prices... - Looking at some additional RAM today for some office computers .... --- ARE THEY KIDDING? RAM Prices Imminent Collapse???? - President Donald Trump said the prospect of global economic collapse was a big reason he signed an interim peace deal with Iran. - According to sources, the deal reopened the Strait of Hormuz and set in motion waivers for sanctions on Iran's oil sales to the international market, with the effect being an immediate drop in oil prices and a rise in US stocks. - The agreement has been seen as skewed in Iran's favor, giving the country broad gains before the next round of talks, and has prompted pushback and anger from Republican lawmakers. - MOU signed lat Wednesday - also now more waivers of sanctions on sale of Iranian oil - 60 day reprieve. China - Weak economic conditions - H Shares about to enter bear market - Hong Kong - Close to a technical bear market, dragged down by weak domestic consumption, a struggling property sector, and an exodus of funds fleeing "old tech" for AI plays elsewhere in Asia. - A-shares are listed in mainland China (Shanghai/Shenzhen) and primarily target domestic investors. H-shares are listed in Hong Kong and are freely available to international investors More China - Retail sales declined for the first time since December 2022, dropping 0.6% from a year earlier. - China's urban fixed-asset investment contracted 4.1% as of end-May, dragged by real estate and manufacturing. - Manufacturing fixed-asset investment contracted for the first time since December 2020. - Industrial output was the lone bright spot, rebounding from April's near three-year low. - The national unemployment rate fell to 5.1% in May, compared with 5.2% in April. Marrrr Jonggg - Mahjong can be highly addictive due to its rewarding blend of strategy, luck, and social interaction. The rapid tile-drawing, need for pattern recognition, and "just one more round" mentality trigger dopamine releases. If compulsive play disrupts your finances or daily life, it can become a behavioral addiction requiring intervention. - Tactile and Auditory Appeal: Many users on community forums like Reddit agree that the physical weight, texture, and distinct clinking sound of shuffling tiles provide soothing, sensory satisfaction. - There has been a 70% surge in mahjong content on TikTok in the past year - Yelp recently named the Chinese tile game a top trend of 2026, noting that searches for mahjong clubs surged 4,467% year over year for the period from September 2024 to August 2025 and that searches for mahjong lessons rose 819%. Alphabet - WHAT>????*&*^ - Alphabet shares slid 7%, on track for the search giant's worst day in a year. - Alphabet's Google has seen consecutive high-profile researchers leave in the last several days. - The company also has exposure to the market's concerns around commoditized AI and ballooning capital expenditures. - The share slide also came on the heels of a Sunday Wall Street Journal interview with Microsoft CEO Satya Nadella, who called for less dependence on “AI Giants” and said the AI market was commoditized. Back to Oracle - Oracle reduced workforce by 21,000 employees over past twelve months. - Cuts broader than previously disclosed, driven by artificial intelligence adoption. - Global headcount fell from 162,000 to 141,000 full-time employees year-over-year. - Workforce reductions generated $1.8 billion in restructuring costs, company reported. - Company warned AI deployment may continue resulting in workforce reductions. NVDA - Underperforming - Nvidia shares slipping recently despite remaining up about 12% in 2026. - Stock down roughly 3% past month, underperforming semiconductor peers. - SMH ETF surged 84% year-to-date, gaining 15% last month. - Traders predict Nvidia chip pricing power is beginning to decline. - Wall Street focus shifting toward memory and infrastructure AI buildout. - Micron and Sandisk shares jumped nearly 60% over past month. Gloom and Doom - JCD sent interesting take from Chris Bloomstran - Traditionally asset light companies with all sorts of revenue, high margins now.... ---- Converting into asset heavy with no real understanding of what the profitability or even revue will be in the future ----- Here are the highlights of his commentary we can explre: ------------AI buildout shifting markets from asset-light toward capital-intensive infrastructure cycle - Hyperscaler capex surge reflects move into heavy, long-duration asset base - Massive capital requirements challenge economics versus prior asset-light models - Depreciation burden rising sharply as infrastructure scales across AI ecosystem - Returns depend on utilization of expensive, long-lived physical compute assets - Asset-heavy cycles historically lead to overbuild, weak returns, eventual consolidation - Infrastructure spending absorbing nearly all operating cash flow for hyperscalers - Off-balance-sheet financing masking true scale of capital intensity shift - AI economics hinge more on physical capacity than software-driven scalability - Echoes of past asset-heavy booms with eventual oversupply and value destruction Amazon Day - Today - June 26th - US consumers will spend $26.3 billion online at Amazon and other retailers during the four-day sale, up 9% from last year's event in July, according to Adobe Inc. - About 201 million Amazon shoppers in the US were Prime subscribers as of March, up about 3% from a year earlier - Amazon will capture about 60% of all US online spending during Prime Day, its highest market share since 2019, according to estimates from EMarketer Inc. Chevron and Microsoft - Chevron Corp signed 20-year deal with Microsoft for data center power. - Agreement supplies natural-gas fired generation for massive West Texas facility. - Project Kilby expected online 2028, ramping to 2.67 gigawatts. - Full output enough to power more than 530,000 Texas homes. - Chevron partnering Engine No. 1, final investment decision planned later. - Deal follows prior reports of exclusive long-term power negotiations. More Oil News - Drill baby Drill - Interior Department cutting federal drilling bonds by 95% to spur exploration. - Required bond drops from $500,000 to $25,000 for leases. - Bonds ensure cleanup costs don't fall on taxpayers if wells abandoned. - Policy change aims to encourage more oil and gas development. - Proposal subject to 60-day public comment after Federal Register publication. FedEx Earnings - FedEx posted strong fiscal fourth-quarter earnings on Tuesday in the company's last quarter that included the freight business before its spin off. - FedEx Freight spun off into a separate publicly traded company on June 1. - The company said it saw a 3% year-over-year increase in domestic volume. - Stock down 6% A/H   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); ANNOUNCING the THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Lance Roberts' Real Investment Hour
6-24-26 Q&A Wednesday - What's Really Driving This Market

Lance Roberts' Real Investment Hour

Play Episode Listen Later Jun 24, 2026 49:57


Markets can remain resilient longer than many expect, but understanding what is fueling the rally is critical for managing risk and protecting long-term financial goals. Lance Roberts & Danny Ratliff tackle your questions about what is really driving stocks higher, whether earnings expectations are becoming too optimistic, the risks of narrow market leadership, portfolio positioning in today's environment, bonds, inflation, artificial intelligence, and what investors should be watching next. Here's a topical rundown of today's show: 0:00 - INTRO 0:50 - Micron Earnings Day 5:30 - Dollar Rally & Money Flows 6:38 - Markets Break Below Consolidation 10:51 - How We Spend Money 13:23 - Do All IPO's Go Down After Lock-up Period? 18:18 - Where do Foreign Money Flows Come From? 19:21 - What to Do When Markets Feel "Toppy?" 24:32 - Manage Your Money for Risk, not Beating an Index 26:21 - Promises vs Reality 29:19 - Explaining Preferred Stock, Bonds, Shares (& pecking order in Bankruptcy) 33:37 - Can a Continued Rally in the Dollar Impact Markets? 35:31 - Concerned about U.S. Gov't. Debt? 40:27 - Effects of Foreign Money Creation on Domestic Money Flows 44:30 - The Importance of Convexity in a Portfolio 47:39 - Olive Garden vs Italy Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/b7C0L0Sd2mU ------- Watch our previous show, "The New Rules of Portfolio Protection" https://youtube.com/live/donQO1t_hLs ------- Watch today's "Before the Bell" feature, "Micron Earnings: The Bar Is Too High" here: https://youtu.be/v7poBC45Le0 ------- Articles mentioned in this report: "The Technical Backdrop: When Flows Meet a Hawkish Fed: https://realinvestmentadvice.com/resources/blog/the-technical-backdrop-when-flows-meet-a-hawkish-fed/ "Kevin Warsh And The End Of The Fed's “Forward Guidance” https://realinvestmentadvice.com/resources/blog/kevin-warsh-and-the-end-of-the-feds-forward-guidance/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Micron #Semiconductors #StockMarket #EarningsSeason #Investing #FederalReserve #RetirementPlanning #MarketOutlook

Develpreneur: Become a Better Developer and Entrepreneur
Hero Culture Risks: Why AI Is Exposing the Cracks in Software Delivery

Develpreneur: Become a Better Developer and Entrepreneur

Play Episode Listen Later Jun 23, 2026 28:49


The conversation around AI often focuses on speed, automation, and productivity. Yet one of the most important lessons emerging from modern software development is that Hero Culture Risks become more visible as technology removes traditional bottlenecks. In Building Better Developers Season 28 Episode 8, Dave Borzillo shared a perspective many experienced developers recognize immediately: being the person who always saves the day feels rewarding, but it often masks deeper organizational problems. As AI accelerates software creation, those hidden weaknesses are becoming harder to ignore.   About David Borzillo David Borzillo is an Agile coach, author, speaker, and organizational improvement advocate with more than three decades of experience spanning software development, leadership, Agile transformation, and product delivery. Through his Better Ways of Working platform, he helps organizations improve collaboration, reduce operational friction, and create sustainable delivery systems. He is the author of Sanity at Scale and Who Killed Agile? (co-authored), and United Agility, and hosts the Better Ways of Working podcast. Follow David at: https://betterwaysofworking.com/about.htm Bonus: Free Kindle Promotion

The Stacking Benjamins Show
The SpaceX IPO Wasn't for You (and that's actually fine) SB1858

The Stacking Benjamins Show

Play Episode Listen Later Jun 22, 2026 67:47


SpaceX raised $75 billion in the largest IPO in history -- more than all 71 other IPOs combined so far this year. Shares jumped nearly 20% on day one. Elon Musk became the world's first trillionaire. And if you're a regular investor asking whether you missed out, Joe and OG have a very specific answer: the life-changing money was already gone before the ticker symbol appeared. Here's how IPOs actually work, who really wins, and why your index fund is probably going to own SpaceX anyway.What You'll Walk Away WithWhy the 20% first-day pop was largely an illusion for retail investors -- and what actually happened to the price between $135 and the moment you could buy itThe auction mechanics behind IPO pricing: why institutional investors with early access capture most of the return before the stock hits public marketsWhy OG argues that even putting a million dollars into SpaceX at the IPO price and making 20% isn't life-changing -- and why that math actually makes the risk harder to justify, not easierThe sobering stat: 71 other IPOs happened this year before SpaceX, raising a combined $36 billion between themHow SpaceX could still end up in your portfolio without you doing anything -- and which indexes will add it faster than others under new fast-entry provisionsWhy S&P 500 investors will have to wait: the three criteria any company must meet before joining, and why SpaceX's profitability timeline makes one of them complicatedThe six new space-themed ETFs Wall Street created in the past three months -- and what that pattern always signalsOG on why the person who got rich on SpaceX put money in before you knew it existed, and why you wouldn't have done it eitherWhy being wrong on a small speculative position might be the most valuable financial education available -- and OG's Thanksgiving pan storyOG and Anna on college planning: how to calculate your actual funding gap, why FAFSA still matters even if you won't qualify for need-based aid, and the high school glide path that protects your savings from market timing risk in the final four yearsWhy This Matters NowEvery few years a story like SpaceX comes along and makes every investor feel like they missed the trade of a lifetime. The real question isn't whether you missed SpaceX -- it's whether you have a plan that captures the next one automatically, without you having to call your shot.From the BasementJoe and OG dig into the SpaceX IPO mechanics, the FOMO math, and why index fund investors may own it soon anyway without lifting a finger. OG and Anna deliver the penultimate episode of their financial basics series with a full college planning walkthrough including the gap calculator, FAFSA, and the glide path strategy for the four years before tuition is due. Doug arrives with Meryl Streep trivia. The show introduces Scout, a new AI assistant built specifically for the Stacking Benjamins guides that only answers from the guides themselves -- and tells you when it doesn't know. Congratulations go out to Stacker Melissa, who finished her last day of work.Resources MentionedStacking Benjamins Guides -- college planning, tax, and workplace benefits guides with new Scout AI assistant; stackingbenjamins.com/guidesStacking Benjamins Basics Guide -- stackingbenjamins.com/basicsguideStacking Benjamins Scorecard -- stackingbenjamins.com/scorecardStacking Benjamins Newsletter (The 201) -- stackingbenjamins.com/201The College Investor -- Robert Farrington; collaborator on the college planning guide; thecollegeinvestor.comGranola AI -- meeting notes tool; granola.ai/sbStacking Benjamins Community -- stackingbenjamins.com/basementSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

WSJ Minute Briefing
SpaceX and Alphabet Tumble, Dragging Down Nasdaq

WSJ Minute Briefing

Play Episode Listen Later Jun 22, 2026 2:21


Plus: Apogee shares shoot higher as the pharmaceutical giant AbbVie agrees to buy the biotech company for about $10.9 billion. Shares of Intel and Micron climb amid memory-chip shortage. Alexis Green 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

DH Unplugged
DHUnplugged #806: Buy the Rumor and The News

DH Unplugged

Play Episode Listen Later Jun 17, 2026 60:51


Let’s Make a Deal! News Dominated by … SpaceX This week – Fed rate Decision Need a new CTP (SPACEX?) PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Let's Make a Deal! - News Dominated by ... SpaceX - This week - Fed rate Decision - Need a new CTP (SPACEX?) Markets - Another V Formation - Nearing Highs again - IPO Madness - Anthropic and OpenAi - SpaceX IPO - could drain markets - More AI valuations through the roof DEDICATION: Stu Schifter - my good friend of 30 years passed away last night... battled Cancer for 2 years. Market Valuations - S&P 500 Forward P/E = 22.5 - 10-yr average =  19–20x - Long-term average 18-19 - Not cheap, pricing in a lot of earnings growth. - NASDAQ 100 forward P/E =  23-24 - 1-yr average   ~23x - 20-yr average  ~20–21x - Not screaming expensive on a forward basis - - NOTE: Training P/E = 33-40 NEW Playbook - But the Rumor and Buy the News - used to be Buy the Rumor and Sell the News - This is why there is an announcement about something and then a date to follow.... - Monday = Deal, Friday = signing On that note - What is the deal anyway? - Seems that we  (USA) moving out our navy before the final - Straights of Hormuz opening -?? - Has anyone seen the text? - We are no better than we were before all this started... Headline Nonsense - Fox Business: Beware the ticking time bomb hiding in your 401(k) - Required minimum distributions can trigger taxes on Social Security benefits and boost Medicare premiums - This is not a ticking time bomb. This is just reality when you have a lot saved and need to start withdrawals - HOWEVER - there are ways around this and we have helped clients with this. - - Listeners - if you have a 401k and think that you will be paying too much later on - we can take a look at the options... More Retirement Alerts - Social Security running out again.... - Less that 10 year until the reserves are exhausted - The Social Security Administration's newly released 2026 Trustees Report confirms that the federal retirement safety net is less than seven years away from fiscal depletion, as the Old-Age and Survivors Insurance (OASI) trust fund will completely exhaust its accumulated reserves in the fourth quarter of 2032. - Once the reserve dries up, ongoing tax revenues will cover only 78% of scheduled retirement benefits, according to the report. - Some of the blame is being laid on the OBBBA with higher standard deductions and lower taxes on SS Benefits - "The OBBBA also adds a temporary additional standard deduction for taxpayers over age 65," it says. "As a result, less income tax will be paid on Social Security benefits, and the OASI and DI Trust Funds will receive lower levels of revenue in the future from income taxation of Social Security benefits." PSA - The Food and Drug Administration (FDA) has classified a recall of more than 900 cases of Alfredo sauce at its highest risk level after a supplier recalled a dry milk powder ingredient used in the product due to potential salmonella contamination. - The FDA designated the recall as a Class I event, its most serious classification, meaning there is a reasonable probability that use of or exposure to the product could cause serious adverse health consequences or death. - The Coffee Connexion Co., Inc. - According to the FDA, the product was distributed in Alabama, Arkansas, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. Monday Markets - 5:45PM Sunday night we see an announcement that there is a Deal! - Why 5:45PM???????? - Futures rally, oil drops - This is just days after the market already surged after a Truth Social post last Thursday that said that the US will "soon" sign a deal with IRAN ---- That pushed up markets quite a bit too - Buy the rumor and buy the news... Reality Check - Thursday: Trump told reporters in the Oval Office that “we have a deal that Iran will never have a nuclear weapon.” - Monday: 60-day period delay to continue discussions of nuclear issues - Is there a sucker in all of this? $ for IRAN - Supposedly there i some deal... - A $300 billion private fund designed ?to trigger investment into Iran is outlined in the U.S.-Iran framework agreement and more than half that sum has already been committed, a source with ?direct knowledge of the deal told Reuters. - The fund is designed to give both sides an economic incentive to conclude a final deal, said the source, who spoke on condition of anonymity because the plan has not yet been announced as Washington and Tehran prepare to sign on Friday. SpaceX - IPO - Finally! $135 per share - Rose to $160+/- on the debut day - Rather smooth process and very orderly - A total of $85B was raised - due to an add-on additional green-shoe that was allowed ($10B) for institutions. - Rose another $20% on Monday - Retail got about 20% of the deal (down from 30%) Oracle - Oracle Corp. shares declined after the company reported quarterly capital expenses that were higher than estimates, raising investor concerns about the profitability of the AI infrastructure business. - The company expects to spend about $70 billion on net capital expenditures in the current fiscal year, and plans to raise another $40 billion in equity and debt. - Oracle's cloud infrastructure business gained 93% to $5.8 billion, and total cloud revenue is projected to jump about 61% in the quarter ending in August. - The increase of $5B over the course of the year was disconcerting to investors. - Shares dropped the most in over 6 months on the news CPI and PPI - May CPI was mixed but generally cooler on the core reading, with headline CPI up 0.5% month-over-month, matching consensus, while Core CPI rose 0.2%, below the 0.3% consensus and below Briefing's 0.4% estimate. - The softer core CPI reading suggests some easing in underlying consumer inflation pressures, which is the more constructive part of the inflation picture. - May PPI was firmer than expected on the headline reading, with PPI up 1.1% versus 0.7% consensus and 0.8% Briefing estimate, matching the prior month's revised 1.1% pace. - Core PPI rose 0.4%, matching consensus and coming in below the prior month's revised 0.7%, indicating wholesale inflation remained elevated but did not accelerate further on the core measure. - Taken together, the CPI and PPI reports point to a mixed inflation backdrop: consumer-level core inflation looked somewhat better, but producer-level price pressures remained sticky. Cyberdyne - Anthropic announced Claude Fable 5, a Mythos-class model that will be available to its enterprise customers and paid subscribers. - The company unveiled Mythos in April and has limited the rollout because of its advanced cybersecurity capabilities. - Anthropic said Claude Fable 5?s broad release is possible because of new safeguards that block responses in specific high-risk areas. - WAIT! The US government PULLED the plug on Mythos and Fable for any foreign national - From Anthropic - The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Anthropic models will not be affected. OpenAi - Confidentially flies for IPO - Sends financials and IPO materials to regulators - making sue all in good order. - This allows the company to iron out accounting, compliance, and regulatory issues in private without triggering a "media circus" or alerting competitors to their financials Last Friday..... - Nonfarm payrolls jumped a seasonally adjusted 172,000 for the period, down slightly from the upwardly revised 179,000 in April and far above the Dow Jones consensus estimate for 80,000. - The unemployment rate held steady at 4.3%, as expected. - Average hourly earnings rose 0.3% for the month and were up 3.4% over the past year, both in line with the Wall Street consensus. Screwworm - The New World screwworm has been detected in a 3-week-old calf in Zavala County, Texas, the first known case of that fly in the United States since 2017. - New World screwworm larvae “burrow into the flesh of living animals, causing serious damage to livestock and economic losses,” the U.S. Department of Agriculture said. - The USDA and Texas officials are taking immediate action to contain and eradicate the pest. - In December, the Food and Drug Administration granted conditional approval to the topical solution Exzolt Cattle-CA1, which is used to prevent and treat New World screwworm infestations and is produced by Merck & Co. - What is going to happen to beef prices? Real Estate - Nationwide, 5.8% of all home listings were pulled off the market in April, according to Redfin. - Delistings were up 3.8% compared with March. - Atlanta saw the highest share of homes come off the market in April, with 1 in 10 delisted. San Jose, California, followed with roughly 9% pulled, then Los Angeles (7.8%), Dallas (7.8%) and Seattle (7.7%).  In other news.... - The Japanese city of Utsunomiya has suspended all 94 of the primary and middle schools ?that it operates on Monday after its ?first-ever bear sighting, a municipal official said. - The city of half-a-million residents about 100 km (60 miles) north of Tokyo said ?the bear was first seen in a residential ?area near a park on Saturday evening. It ?remains at large after the last sighting early ?Monday morning about half a kilometre from a ?middle school.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); The Winner for the THE CLOSEST TO THE PIN for SALESFORCE (CRM)   Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

The Florida Madcaps
Gatekeeping Florida's Natural Areas: A Discussion

The Florida Madcaps

Play Episode Listen Later Jun 17, 2026 34:17


Send us Fan MailThis week we have two special guests and discuss the facets gatekeeping on social media here in Florida.  Gatekeeping is often posting images or video of an area without disclosing the location. Our guests are:Tessa Skiles, who is a conservationist, underwater photographer/cinematographer, and impact producer known for her evocative, immersive storytelling that reveals the beauty and vulnerability of one of our planet's most elusive and misunderstood natural resources: groundwater.Josh, aka FloridaGuideJosh, is a wildlife photographer and content creator sharing authentic stories from the natural world. While Florida's springs and waterways are home base, the work extends wherever wild places and meaningful stories exist.Please subscribe!  Shares and reviews are much appreciated!Get your FREE sticker from the Florida Springs Council and sign up to be a springs advocate at https://www.floridaspringscouncil.org/madcapsQuestions and comments can be emailed at thefloridamadcaps@gmail.comRyan can be found on Instagram at:  https://www.instagram.com/the_fl_excursionist/Chris and Chelsey can be found at https://www.instagram.com/sunshinestateseekers/?hl=en

TD Ameritrade Network
Chart of the Day: LEN

TD Ameritrade Network

Play Episode Listen Later Jun 17, 2026 3:24


Shares of Lennar (LEN) are showing signs of repair, says Charles Schwab's Rachel Dashiell. She highlights how the stock found recent support and needs a move after earnings to confirm a new bottom. Rachel shows a five-year chart to highlight the long-term stress seen in Lennar. ======== 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

EZ News
EZ News 06/17/26

EZ News

Play Episode Listen Later Jun 17, 2026 6:02


Good afternoon, I'm _____ with today's episode of EZ News. Tai-Ex opening  The Tai-Ex opened down 124-points this morning from yesterday's close, at 45,685 on turnover of $8-billion N-T. Shares in Taiwan extended momentum (延續動能) from a session earlier and closed at the day's high Tuesday, led by the electronics and financial sectors amid improved sentiment (市場信心改善) with the United States and Iran scheduled to sign a peace agreement Friday. Optimism toward geopolitics continued to drive the local main board higher, but analysts say the gains lagged behind a strong rally in the United States as some investors appeared reluctant to chase prices amid fears of possible volatility (波動性) today, the settlement day of the June futures. Kaohsiung hospital dengue cluster linked to imported case: CDC The Centers for Disease Control says a dengue fever cluster (群聚感染) at Kaohsiung Municipal Min-Sheng Hospital has been confirmed as linked to an imported case from Vietnam. A localized dengue cluster emerged at Min-Sheng Hospital after five inpatients tested positive for dengue fever on June 12-th. At a weekly briefing, the CDC said genetic sequencing (基因定序) showed all infections in the cluster matched an imported case reported earlier this month. As of Monday, the cluster totaled six cases, with no new infections reported. The CDC has since expanded testing to more than 1,400 people at the hospital, but there is currently no evidence of broader community transmission (社區傳播). The center is stressing that dengue fever is a mosquito-borne disease and is not transmitted from person to person, thus mosquito prevention remains the most important measure. FBI foil terror plot against White House UFC event The FBI has arrested multiple people in connection with (與…有關) an alleged (涉嫌的) terrorist plot to attack Sunday's Ultimate Fighting Championship event at the White House. It was designed to coincide with (與…同時發生) Donald Trump's 80th birthday celebrations. Nick Harper reports from Washington. Toronto Links Multiple Shootings to GunforHire Networks Toronto police have linked multiple shootings, including one at the U.S. Consulate in March, to complex gun-for-hire networks (受僱開槍犯罪網絡). The Canadian city's police chief says young adults are being recruited through encrypted messaging apps (加密通訊軟體) to carry out attacks. Some firearms used in these shootings have been seized. A veteran officer was killed last week during a related raid (突襲行動). Toronto police, along with the Royal Canadian Mounted Police and FBI, are investigating who is funding these attacks. Two firearms involved in over 25 shootings originated in the U.S. A suspect remains hospitalized, and another is wanted in connection with the consulate shooting. Uffizi Repositions Botticelli Masterpieces The Uffizi Gallery has repositioned (重新調整位置) Sandro Botticelli's masterpieces “The Birth of Venus” and “Primavera.” Starting Tuesday, visitors can view “The Birth of Venus” in one room and then turn to see “Primavera” in an adjoining space (相鄰空間). The director of the famed musuem in Italy, says this update marks a new phase in the ongoing renovation (持續進行的整修) of the Uffizi. Previously, the paintings were displayed on adjacent walls, allowing both to be viewed at once. In earlier decades, they hung on opposite walls in the same room, leading to crowding. That was the I.C.R.T. EZ News, I'm _____. -- Hosting provided by SoundOn

EZ News
EZ News 06/16/26

EZ News

Play Episode Listen Later Jun 16, 2026 6:20


Good afternoon, I'm _____ with today's episode of EZ News. Tai-Ex opening The Tai-Ex opened up 103-points this morning from yesterday's close, at 45,500 on turnover of $14-billion N-T. Shares in Taiwan surged more than 1,200 points and closed above the 45,000-point mark Monday on an announcement by the United States and Iran that they have reached a peace deal slated to be signed Friday. Contract chipmaker TSMC rose 2.81 percent, contributing about 520 points to the Taiex's rise and sending the electronics index up 2.97 percent. Analysts say buying also rotated to passive electronics component makers, adding momentum to the tech sector. TFDA confirms no contaminated forumla imported The Food and Drug Administration is confirming that a contaminated (受污染的) infant formula in the US was not imported into Taiwan. The product came under scrutiny after three cases of infant botulism (肉毒桿菌中毒) were reported in the US. The US CDC found that all three affected infants had consumed the formula. Taiwanese officials say that there are no import records for the product over the past three years. According to the U.S. FDA, the three illnesses began between April and May 2026. Testing of the infant formula in question and related investigations remain ongoing. US & Iran sign peace deal, starting more negotiations US President Donald Trump says Washington and Tehran have signed a deal to end the conflict (衝突) and start further negotiations on Iran's nuclear program. The two sides are scheduled to take part in a signing ceremony on Friday in Geneva. Nick Harper reports from Washington. UN Resolution Calls on Taliban to Reverse Crackdown on Women The U.N. Security Council has unanimously adopted a resolution calling on Afghanistan's Taliban rulers to swiftly reverse their crackdown on women. China's U.N. Ambassador, whose country sponsored the resolution, said the hope is that the Afghan government will “take more proactive measures to protect human rights, especially the rights of women, and project an image of openness, inclusivity (包容性) and responsibility.” The resolution adopted on Monday extends the U.N. political mission in Afghanistan until June 17, 2027. It authorizes the mission to support humanitarian aid deliveries and promote national and local governance “without any discrimination based on sex, religion or ethnicity, with the full, equal, meaningful and safe participation of women." 1st Edition Wuthering Heights Up for Auction A rare first-edition copy of Emily Brontë's novel "Wuthering Heights" is up for auction for the first time in over a century. Christie's auction house announced Monday that this is the first copy in the publisher's original cloth binding to be auctioned since 1908. Only about 250 copies of the first edition were printed, and this one has been in a private library since shortly after (不久之後) its publication in 1847. The book, along with a copy of Anne Brontë's "Agnes Grey," is expected to sell for up to $800-thousand US dollars at a June 30th sale in London. That was the I.C.R.T. EZ News, I'm _____. -- Hosting provided by SoundOn

The Vinyl Guide
Ep552: The Gospel According to Swamp Dogg

The Vinyl Guide

Play Episode Listen Later Jun 15, 2026 70:12


Jerry "Swamp Dogg" Williams Jr opens up about his new album "Contemplates the Afterlife," reflecting on death, faith, and a 70-year career that's produced over 2,000 songs. Extended and high resolution podcast at: www.Patreon.com/VinylGuide Topics Include: New album, Swamp Dogg Contemplates the Afterlife, drops on S-Curve Swamp Dogg shares wild theories on what happens after death He opens up about faith, doubt, and fear of dying Reveals he's written over 2,000 songs across 31 albums His very first record came out way back in 1954 Stories of opening for Sam Cooke and Larry Williams Names the R&B legends who shaped his sound early on Louis Jordan's band once crashed at his childhood home Tells the story of the worst gig of his life A gorilla costume gets stabbed onstage — true story Joining a traveling sideshow for five dollars a night Discusses which Swamp Dogg records collectors hunt hardest today Bob Dylan secretly covered one of his songs years ago Bonds with the host over their shared Australia connection Reveals his wild Beatles-cover novelty record made in Australia Explains how the record business vanished almost overnight Teases new Trinidad soca album and Black Grass II Black Grass II will feature Steve Earle and Margo Price Talks new collaboration album with Eli "Paperboy" Reed Reflects on his Nixon protest era and Jane Fonda ties Looks back on going broke after getting rich fast Recalls producing hit records for Gene Pitney and others Shares fond memories of legendary producer Jerry Wexler The stopwatch story behind his studio recording ritual On Phil Spector's massive ego and Wall of Sound Reveals which British acts covered his songs in the '60s Talks favorite record stores and his 100-record jukebox Hunting down rare 45s worth up to $1,000 The story behind his dance hit "Let's Do the Wobble" Closes with favorite love songs and a wild birthday coincidence Extended and high resolution version of this podcast is available at: www.Patreon.com/VinylGuide Apple: https://tinyurl.com/tvg-ios Spotify: https://tinyurl.com/tvg-spot Amazon Music: https://tinyurl.com/tvg-amazon Support the show at Patreon.com/VinylGuide

Anxiety Simplified Podcast
Episode # 308 How to Use AI for Ease As a Tool - Guest Louis Swart

Anxiety Simplified Podcast

Play Episode Listen Later Jun 15, 2026 38:29


Louie Swart Founder of Ironbrij, Shares how AI can be a tool to grow your business. His company uses human-AI-powered virtual assistants to help coaches and solopreneurs build next level businesses to avoid burnout with this new technology. https://vip.ironbrij.com.au  Use your own dog for anxiety relief 30-second free guide ServiceDogPro.com! https://podcast.feedspot.com/anxiety_podcasts/ https://podcast.feedspot.com/us_psychology_podcasts/ sts/  

TD Ameritrade Network
Chart of the Day: DDOG

TD Ameritrade Network

Play Episode Listen Later Jun 15, 2026 3:22


Shares of Datadog (DDOG) are showing signs of repair, says Rachel Dashiell with Charles Schwab. She highlights how short-term momentum adds confidence that the stock will maintain strong support. Rachel notes how recent moves pushed the ceiling higher on resistance. ======== 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

Broeske and Musson
SPACE X SOARS: Musk's $2 Trillion IPO Launches the Largest Market Debut in History

Broeske and Musson

Play Episode Listen Later Jun 15, 2026 16:06


SpaceX went public in the largest IPO ever, raising about $75 billion at a $1.7–$2 trillion valuation. This make Elon Musk a trillionaire. Shares debuted strongly on Nasdaq (SPCX). The company combines rockets, Starlink internet, and AI, but faces high valuation risks, ongoing losses, and depends heavily on future growth success. Please Like, Comment and Follow 'Broeske & Musson' on all platforms: --- The ‘Broeske & Musson Podcast’ is available on the KMJNOW app, Apple Podcasts, Spotify or wherever else you listen to podcasts. --- ‘Broeske & Musson' Weekdays 9-11 AM Pacific on News/Talk 580 AM & 105.9 FM KMJ | Facebook | Podcast| X | - Everything KMJ KMJNOW App | Podcasts | Facebook | X | InstagramSee omnystudio.com/listener for privacy information.

EZ News
EZ News 06/15/26

EZ News

Play Episode Listen Later Jun 15, 2026 6:58


Good afternoon, I'm _____ with today's episode of EZ News. Tai-Ex opening The Tai-Ex opened up 279-points this morning from yesterday's close, at 44,448 on turnover of $18.6-billion N-T. Shares in Taiwan closed more than 1,000 points higher Friday with AI-related stocks in focus amid improved sentiment after U.S. President Donald Trump cancelled planned strikes against Iran. Analysts say electronics heavyweights, notably in the semiconductor industry simply followed suit and the momentum largely reflected optimism toward AI development. And select raw material stocks also moved higher in line with the Taiex. Civil groups urge protections for migrant caregivers through agency hiring Civil groups are urging the government to allow household migrant caregivers to be hired and managed by long-term care agencies. They say, the move would prevent overwork and better protect the interests of both those providing and receiving care. Protesters demonstrated at a rally outside the Ministry of Health and Welfare, saying "exploitation (利用,剝削) is not a choice." Advocates described facing long working hours, limited opportunities for rest or leave, and increasing care responsibilities that often go beyond what one person can do. They noted that the rights to rest and take leave are "fundamental labor and human rights," and emphasized that caregivers being overworked affected the quality of care received by older adults. MOHW officials say that the proposed change would require significant regulatory changes and careful assessment. 2 Mercury viewing events coming up The Taipei Astronomical Museum says, stargazers may be able to view Mercury with the naked eye twice this week… This month Mercury is visible low in the western sky after sunset and can be seen more easily with binoculars. The first event will occur tomorrow, with one of the best chances all year to observe the planet. Then on Wednesday, Mercury will join Venus, Jupiter, and a crescent moon in the western sky,with all four objects forming a vertical arrangement. The museum recommended viewing the events between 7 p.m. and 8:30 p.m. from a location with an unobstructed (無障礙的) view of the western horizon… but they do warn of unstable weather affecting visibility. Gaza latest Gaza's Health Ministry says the Palestinian death toll from the Israel-Hamas war has surpassed 73,000. The updated toll came as Israel has continued to strike what it says are militant targets, often killing civilians, despite a fragile (脆弱的) ceasefire deal reached in October. Donna Warder again. G7 Summit Protests Thousands of demonstrators are converging in Geneva to show their discontent with the G7 group of rich countries. U.S. President Donald Trump and counterparts are set to hold a summit starting today across Lake Geneva in France. Environmentalists and feminists on Sunday joined protesters against imperialism (帝國主義), defenders of independent media and supporters of Palestinian rights and others in a lakeside park for a march across town. The summit from Monday to Wednesday in Evian-les-Bains, France, will discuss the Middle East, Ukraine and global economic issues. Demonstrators have been gathering for days. Switzerland Rejects Proposal to Cap Population Swiss voters have rejected a proposal to cap the country's population at 10 million. The initiative, led by the right-wing Swiss People's Party, was seen as a move against migration. Preliminary results showed nearly 55% opposed the measure, with a turnout of almost 59%. Critics warned it could harm Switzerland's ties with the European Union. Switzerland isn't an EU member but is surrounded by EU countries. The proposal's defeat reflects ongoing debates about immigration in Europe. Swiss democracy allows voters to directly influence policy through referendums, highlighting the country's unique approach to governance (治理). That was the I.C.R.T. EZ News, I'm _____. ----以下為 SoundOn 動態廣告---- 暑假不想待在家? 喜鴻假期跟妳一起『FUN暑假玩世界』! .清艙晚鳥旅遊最便宜! .跟團最低$14,900元起! .兒童最高省10000! 馬上搜尋 #喜鴻假期, 從快熱暑人變成快樂旅人! →【https://sofm.pse.is/97cxmx】 -- Hosting provided by SoundOn

WSJ What’s News
SpaceX Is Now America's 6th Most Valuable Public Company

WSJ What’s News

Play Episode Listen Later Jun 12, 2026 13:29


P.M. Edition for June 12. Shares of SpaceX closed up 19% on their first trading day, giving the company a market cap of more than $2 trillion and making Elon Musk the world's first trillionaire. Plus, China has been importing a lot less oil since the start of the Iran conflict, helping keep a lid on global oil prices–without disrupting its economy. WSJ energy markets reporter Rebecca Feng discusses how China's doing that, and what happens if the country reverses course. And Iran, the U.S. and mediators agree that a peace deal is close at hand. We hear from Journal Middle East correspondent Benoit Faucon about what points might still be up for debate. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Newshour
Elon Musk becomes world's first trillionaire as SpaceX shares soar

Newshour

Play Episode Listen Later Jun 12, 2026 47:29


Elon Musk has become the world's first trillionaire after his company SpaceX debuted on the Nasdaq stock market in New York. Shares jumped more than 25% over their initial offer price, valuing the rocket, satellite, and AI firm at more than two trillion dollars.Also on the programme: One of the world's best-known artists David Hockney has died aged 88; and the English miners who took football to Mexico.(Photo: SpaceX company leadership ring the opening bell to celebrate during SpaceX's initial public offering (IPO) at the Nasdaq MarketSite in New York City, US, June 12, 2026. Credit: Reuters/Brendan McDermid)

Nightly Business Report
SpaceX Soars in Trading Debut 6/12/26

Nightly Business Report

Play Episode Listen Later Jun 12, 2026 49:26


Shares of SpaceX pop in the biggest IPO ever. We dig into what it will take to bring the company to scale, some of the key technological risks it faces, and what it will take for Elon Musk to maintain his newly-minted trillionaire status.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

TD Ameritrade Network
Ca$htag$: UBER First in Rideshare, GOOGL Gains Speed with Waymo

TD Ameritrade Network

Play Episode Listen Later Jun 12, 2026 9:20


Shares in Uber Technologies (UBER) have hit the brakes hard, trading near 52-week lows as fears that autonomous driving companies, including Tesla (TSLA) and Alphabet's (GOOGL) Waymo, will steal market share. LikeFolio's Megan Brantley says Uber is in first place of the rideshare race, for now. She highlights consumer sentiment trends and explains how Waymo is putting its pedal to the metal to catch up. ======== 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

Bloomberg Talks
Instant Reaction: SpaceX Jumps in First Trades Following Record $75 Billion IPO

Bloomberg Talks

Play Episode Listen Later Jun 12, 2026 16:17 Transcription Available


Shares of SpaceX climbed in their first day of trading on Friday following a $75 billion IPO that smashed records and instantly turned the crown jewel of Elon Musk’s empire into one of the most valuable public companies in the world. The stock climbed as high as $176.52, or 31% above its offering price, less than two hours after the shares started trading shortly before noon in New York. The jump in price turned Musk into the world’s first trillionaire and sent the company’s market capitalization above $2 trillion. For instant reaction and analysis, Bloomberg's Kailey Leinz speaks with: Yahaira Anand, Bloomberg Television Reporter Craig Trudell, Bloomberg News Managing Editor of Global Business Coverage Ed Ludlow, Bloomberg Tech co-host See omnystudio.com/listener for privacy information.

Bloomberg Daybreak: US Edition
Instant Reaction: SpaceX Jumps in First Trades Following Record $75 Billion IPO

Bloomberg Daybreak: US Edition

Play Episode Listen Later Jun 12, 2026 16:17 Transcription Available


Shares of SpaceX climbed in their first day of trading on Friday following a $75 billion IPO that smashed records and instantly turned the crown jewel of Elon Musk’s empire into one of the most valuable public companies in the world. The stock climbed as high as $176.52, or 31% above its offering price, less than two hours after the shares started trading shortly before noon in New York. The jump in price turned Musk into the world’s first trillionaire and sent the company’s market capitalization above $2 trillion. For instant reaction and analysis, Bloomberg's Kailey Leinz speaks with: Yahaira Anand, Bloomberg Television Reporter Craig Trudell, Bloomberg News Managing Editor of Global Business Coverage Ed Ludlow, Bloomberg Tech co-host See omnystudio.com/listener for privacy information.

Bloomberg Daybreak: Asia Edition
Instant Reaction: SpaceX Jumps in First Trades Following Record $75 Billion IPO

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Jun 12, 2026 16:17 Transcription Available


Shares of SpaceX climbed in their first day of trading on Friday following a $75 billion IPO that smashed records and instantly turned the crown jewel of Elon Musk’s empire into one of the most valuable public companies in the world. The stock climbed as high as $176.52, or 31% above its offering price, less than two hours after the shares started trading shortly before noon in New York. The jump in price turned Musk into the world’s first trillionaire and sent the company’s market capitalization above $2 trillion. For instant reaction and analysis, Bloomberg's Kailey Leinz speaks with: Yahaira Anand, Bloomberg Television Reporter Craig Trudell, Bloomberg News Managing Editor of Global Business Coverage Ed Ludlow, Bloomberg Tech co-host See omnystudio.com/listener for privacy information.

The AI Tsunami & The Last Lawman

"Tapp" into the Truth

Play Episode Listen Later Jun 12, 2026 119:16 Transcription Available


The father of slain Texas teenager Austin Metcalf blasted the parents of Karmelo Anthony, accusing them of making the high-profile murder case about race. The next AI story isn't a chatbot. It's a construction boom: massive AI data centers being pushed into communities with big promises of jobs — and big questions about electricity, water, and environmental impact (not to mention some cases of government overreach as eminent domain is used to take property from families to advance the data center cause). I am scheduled to be joined by AI expert Guy Morris, a former Fortune 100 tech executive with over three decades of experience leading software, high-tech, and global energy organizations, as well as an award-winning author of multiple books, including his latest, "The AI Tsunami." We will discuss the coming AI Tsunami.Elon Musk's SpaceX had its long-awaited IPO. The company raised approximately $75 billion, surpassing the previous record set by Saudi Aramco in 2019. Shares quickly climbed more than 10% in early trading.Nils Grevillius, a Los Angeles–based private investigator with more than 30 years of experience conducting cases across all 50 states and around the world, Author, and U.S. Army Veteran, is scheduled to join me to discuss his latest book, which is finally out, The Last Lawman: True Stories of a Private Detective, and if time allows, his thoughts on America 250.Guy Morris Books: https://www.guymorrisbooks.com/Grevillius Detective Services: https://grevilliuspi.com/The Last Lawman: True Stories of a Private Detective: https://amzn.to/41lqe5jBecome a supporter of Tapp into the Truth: https://www.spreaker.com/podcast/tapp-into-the-truth--556114/supportAimee's Audios Subliminal Acoustic Fingerprinting: https://www.aimeesaudios.com/If recent events have proven anything, you need to be as prepared as possible for when things go sideways. You certainly can't count on the government for help. True liberty requires self-reliance. Let My Patriot Supply help you be prepared. My Patriot Supply: https://www.mypatriotsupply.com/?_ef_transaction_id=&oid=1&affid=84Support American jobs! Get great products! Some are now at wholesale prices. Go to My Pillow and use promo code TAPP to save! https://www.mypillow.com/tappVisit Patriot Mobile or Call (817) 380-9081 to take advantage of a FREE Month of service when you switch using promo code TAPP! https://patriotmobile.com/tappChuck Norris is no longer with us, but you can honor the man he was and be as active and healthy as he was until his passing. How? By adding Morning Kick to your daily routine. Morning Kick is a revolutionary new daily drink that combines ultra-potent greens like spirulina and kale with probiotics, prebiotics, collagen, and even ashwagandha. Plus, every purchase is backed by a 90-day money-back guarantee: https://chuckdefense.com/tapp"Remember Pop Rocks? Now, imagine they gave you superpowers."Please let me introduce you to Energy Rocks! Born from the grit and ambition of a competitive athlete who wanted a better, cleaner way to fuel the body and mind, without the hassle of mixing powders, messy bottles, or caffeine crashes. Energy Rocks is a reimagining of energy into something fun, functional, and fantastically effective. A delicious popping candy energy supplement that delivers a rapid boost of clean energy and focus — anytime, anywhere. No water. No mixing. No bulky bottles. Just open, pop it in your mouth, and get ready to rock. Making any time the right time to "Get in the Zone, One Pop at a Time." https://energyrocks.store/products/cherry-berry?sca_ref=8856032.9eONVDNSeb4ez73FFollow Tapp into the Truth on Locals Follow Tapp into the Truth on SubstackHero SoapBlue CoolersKoa CoffeeBrainMDDiamond CBDSauce Bae2nd SkullEinstokBeanstoxBelle IsleHoneyFund"Homegrown" Boone's BourbonBlackout Coffee Co.Full Circle Brewing Co.Pasmosa Sangria   

Shares
Ep. 44: Retirement Roundtable: Parley with Planners

Shares

Play Episode Listen Later Jun 11, 2026 41:52


Join Lindsey Lewis, MBA, CFP®, ChFC®, as she talks retirement, tax planning, practice management, and more with a whole host of veteran advisors. Filmed at Horizons 2026, Lewis will ask these industry experts to share their insights, tips, and tricks for helping clients meet their goals and form stronger relationships between you and the people you serve. Find all episodes at TheAmericanCollege.edu/Shares.

Forbes Talks
Larry Ellison's Net Worth Plunges $10 Billion—Falls Behind Bezos To Fifth-Richest

Forbes Talks

Play Episode Listen Later Jun 11, 2026 3:21


Larry Ellison's fortune declined by more than $10 billion on Tuesday, dropping him behind Jeff Bezos to the No. 5 spot among the wealthiest as Oracle shares stumbled amid another broad decline for tech stocks. Shares of Oracle dropped by more than 4% as of Tuesday afternoon, extending losses of 17% over the last week, as other tech stocks headlined declines across the stock market, including Marvell (11.5%), AMD (7.2%), Micron (5.9%), Apple (3.8%) and Nvidia (2.6%). The latest intraday slide for Oracle lowered Ellison's net worth by $10.4 billion, valued at $249.7 billion, ranking him behind Amazon's Bezos ($252 billion) and Google cofounders Sergey Brin ($272.7 billion) and Larry Page ($295.6 billion), according to Forbes' Real-Time Billionaires list. Learn more about your ad choices. Visit megaphone.fm/adchoices

AJ Bell Money & Markets
ChatGPT goes public: what the OpenAI IPO means for investors

AJ Bell Money & Markets

Play Episode Listen Later Jun 11, 2026 37:26


In this week's episode, Tom Sieber and Charlene Young digest the latest market developments from both sides of the Atlantic, with the company behind ChatGPT unveiling IPO plans, GSK unveiling its biggest deal in a decade and a UK market stalwart getting snapped up. Plus, as the World Cup gets underway, Tom discusses the winners off the pitch. Charlene talks us through changes to inheritance rules which could affect cohabiting couples and the things people should think about when passing on wealth to family and dependents. Tom reveals what readers of the latest free monthly Shares magazine can expect including the next phase of the AI story and how Netflix is looking to grow after missing out on acquiring Warner Bros. Finally, Charlene discusses plans to broaden access to mortgages in the UK and what they might mean for the property market and Tom and Charlene discuss some interesting new stats on pocket money. 00:00 Introduction 01:24 Markets: ChatGPT IPO, GSK's biggest deal in a decade & a UK takeover 16:19 Inheritance rules: cohabiting couples & passing on wealth 22:30 Shares magazine: AI's next phase & Netflix's growth plans 26:17 UK mortgage access & pocket money stats

Earth Ancients
Destiny: Colby Michael, The Poison Path Oracle

Earth Ancients

Play Episode Listen Later Jun 10, 2026 83:14 Transcription Available


• Shows how plants can help us communicate with the spirit world, the dead, and the divine for advice, insight, and direct answers to questions• Explains how to work with specific plant spirits, such as the nightshade family, foxglove, and fly agaric, for divination and trancework• Shares exercises for plant spirit journeying and how to incorporate plant spirit work into dream work, scrying, and runesPoison plants have been used by oracles, seers, and shamans to reach out to the spirit world for insight and guidance since antiquity. In this practical guide, Coby Michael demonstrates how the timeless wisdom of the poison path benefits modern practitioners of divination.Michael explores the divinatory ritual use of baneful plants and fungi, profiling important poisonous plant emissaries that appear throughout history, such as the nightshade family, foxglove, and fly agaric. He shows how these entheogenic plants can help us access altered states of consciousness to communicate with the dead and the divine and how plant spirit medicine can be combined with trancework for profound results.Michael also links the poison path to other divinatory methods, including dream work, scrying, cartomancy, and runes. He shares exercises for underworld journeying as well as specific plant formulas and practices for meditation, channeling, ceremony, and connecting directly with plant allies, showing how to safely and effectively incorporate poison plants into your divination practice for better guidance and a stronger connection to the spirit world.https://www.occultherbalist.com/Become a supporter of this podcast: https://www.spreaker.com/podcast/earth-ancients--2790919/support.

TD Ameritrade Network
Options Corner: ORCL Seeks Stock Rebound After Earnings

TD Ameritrade Network

Play Episode Listen Later Jun 10, 2026 4:24


Shares of Oracle (ORCL) are up over 15% year-over-year but still down 40% from last year's all-time high. Rick Ducat does point out what he calls a "fast resurgence" in momentum as the company readies to report earnings after Wednesday's close. Rick Ducat later highlights an example options trade for Oracle. ======== 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

TD Ameritrade Network
Chart of the Day: BROS

TD Ameritrade Network

Play Episode Listen Later Jun 10, 2026 3:34


TD Cowen added Dutch Bros (BROS) as its top "smid-cap pick" for the year. Shares still fell ahead of Wednesday's trading session. Rachel Dashiell talks about how bulls can regain control of price momentum as analysts brew up higher expectations for the stock. ======== 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

ios bros chart shares sling vizio td cowen market minute
Vital Health Download
Radio Show / Podcast – June 7, 2026

Vital Health Download

Play Episode Listen Later Jun 9, 2026 59:46


Hosts: Ed Jones (Owner – Nutrition World) & Clint Powell A variety of topics for living a healthy life Presented by: Nutrition World www.nutritionw.com Broadcasting from the Nooga Dentistry Studio www.noogadentistry.com Production of: Whitfield Media Group www.vitalhealthradio.com Title: Digestive Enzymes, Gut Health, and Omega-3's with Guest Brenda Watson [0:00:00] Show Intro,  National Club Foot Day & Prior Episode Reference Ed mentions National Club Foot Day (previous Wednesday). References a prior Vital Health Radio episode where he strongly criticized a local Chattanooga physician for poor club foot care that nearly harmed his grandson. Ed urges: Anyone with a child/grandchild with club foot seeing providers in Chattanooga  listen to our Feb 15th (2026) episode Contact: NutritionWorld@comcast.net to get details of that show and the physician referenced. Emphasis on truth, empowerment, and avoiding harm from medical “inefficiency and ignorance.” [0:03:58] Delta-8 Gummies, Anxiety/Sleep & Lifespan Extension Concepts Recap of a recent show with Hemp House. Ed explains: Only about three weeks left to legally purchase Delta-8 gummies at Hemp House or Nutrition World. Why someone might use Delta-8: Anxiety Trouble sleeping Need to stay functional but calmer Must find the right dose individually (no standard dosing). Safer than many anti-anxiety drugs when used properly. He is saving several containers in his freezer for future “bumps in the road” (periods of poor sleep or high stress). Notes dogs may benefit for anxiety, thunder phobia, pain, etc., when used correctly and from a trusted company. Ed recommends Dr. David Sinclair's “Lifespan” podcast: Focus on practical drugs, supplements, and lifestyle strategies to extend lifespan. Central concept: cellular repair – if we repaired cells at 50 as well as at 20, lifespan could drastically increase. Key tools Dr. Sinclair highlights (as relayed by Ed): Rapamycin – Ed takes this drug himself; impacts mTOR; can extend lifespan even when started later in life. AMPK activators – sold at Nutrition World; support clearing out old/dysfunctional cells. Resveratrol – mimics some effects of fasting. Hyperbaric oxygen – discussed as a potential lifespan extender. Ed shares Sinclair's animal-longevity illustrations: A mole rat living ~20x longer than regular rats → proves there are mechanisms of extended lifespan. A long-lived whale (Clint jokes and riffs on the name) said to reach ~200 years, suggesting humans might mimic similar mechanisms. [0:08:46] Call for Listener Stories & Introduction of Guest Brenda Watson Ed invites listeners to share personal health recovery stories, especially involving “the Green Pharmacy” (natural, nutritional, and lifestyle approaches, including Nutrition World support). Announced collaboration with Clint Powell on a new podcast: Short, credible motivational/educational stories (5–20 minutes). Focus: “I was in bad shape, now I'm much better” recovery narratives. Participants receive a $50 Nutrition World gift card. Recordings at a studio ~5 minutes from Nutrition World. Introduction of guest Brenda Watson, founder of Vital Planet. Described as a guru of gut health and the microbiome: Leaky gut, SIBO, broad digestive health expertise. Ed recalls her long-running NPR fund-raiser specials on gut health that reached tens of thousands. [0:13:25] Digestive Enzymes, Gut Health & Problems with Acid Blockers Topic: What is an enzyme? Why does it matter? Brenda's explanation: Enzymes “break things apart”: Protease → breaks proteins into amino acids. Amylase → breaks starches into glucose. Lipase → breaks fats into fatty acids. Ideally, stomach, pancreas, liver, and gallbladder work together to digest food into absorbable units. Early digestive symptoms: Heartburn, gas, bloating, etc. Many people self-treat with OTC antacids or proton pump inhibitors (PPIs) and this often worsens underlying issues. Her main point: For early digestive symptoms, start with a full-spectrum digestive enzyme (protease, amylase, lipase) with meals, not acid-blocking drugs. As we age, natural digestion weakens, compounded by poor food quality. If food is not properly digested: It rots in the gut → gas, overgrowth of “bad bugs”. Contributes to SIBO, leaky gut, and broader dysbiosis. Leads to poor absorption of nutrients and worsening health. Enzymes as Step One: Should be a first-line intervention alongside or even before probiotics. Emphasizes that digestive enzymes for digestion must be taken with meals. Brenda notes she ran a stool test program with 12 people; often saw imbalanced gut bacteria driven by undigested food. Modern enzyme formulations can be more targeted: Gluten-support enzymes. General high-potency formulas. Formulas for dairy and fat, especially for people on keto who need extra fat-digesting support. She reiterates: Poor digestion = bad bacteria, leaky gut, SIBO, multiple gut issues. Digestive enzymes are a “no-brainer” first step when digestive symptoms appear. [0:23:47] Enzymes as a Foundational Strategy & Aging, Pancreas/Bile Physiology Emphasizes: Rotting food analogy: leftover food in a trash can on a 97°F day = what undigested food can be like inside the gut. Even without symptoms, after age ~40–45, enzymes may be wise especially for people who: Overeat Eat a lot of dairy or gluten Notes loose stools and general poor health can be caused by lack of pancreatic enzymes. Shares a case where a client's stool test showed zero pancreatic enzyme production, correlating with constant sickness. You can “get away with” some other health issues, but you cannot have a dysfunctional digestive tract and still expect even average health. Brenda further explains physiology and pH: Stomach should be very acidic (pH ~2) during digestion. When partly digested food moves into the small intestine: Bicarbonate is released to neutralize acid. Pancreas releases enzymes (protease, amylase, lipase). Liver/gallbladder release bile for fat digestion near the same region. If stomach acid is suppressed, the chain reaction is disrupted: Poor enzyme activation. Poor bile function. pH shifts can foster candida and other imbalances (e.g., colon getting too alkaline). She underscores: From mouth to colon, each region needs appropriate pH. Chronic use of acid blockers has long-term downstream consequences. Ed mentions a simple at-home baking soda test to roughly gauge stomach acid (baking soda in water between meals, watching for burping). Important caution: If you're on acid-blocking medications, you must wean off slowly; do not stop abruptly. Nutrition World's pharmacist, Dr. Curt Dearing, helps people step down from PPIs and H2 blockers safely (in partnership with their physicians). [0:30:58] Omega-3s , Purity, and Heart/Brain Health Ed highlights Vital Omega (Vital Planet): #1 selling product at Nutrition World. Exceptional purity and transparency (heavy emphasis on contaminant-free sourcing). Very high potency (2350 mg of EPA/DHA per serving). No “fish burp” complaints and virtually no returns. Contains lipase enzyme to support fat digestion and further reduce digestive discomfort. Omega blood tests on customers show high omega-3 levels when using this brand. Brenda agrees: Omega-3s are critical at any age, especially in today's toxic environment. You might skip a multivitamin, but you should not skip omega-3s. Ed's additional points: Olive oil and flax oil are not the same as concentrated EPA/DHA. EPA/DHA are essential for cell membranes, cardiovascular health, and cognitive function. Warns of contaminated fish oil from polluted waters (mercury, heavy metals, etc.). Website plug for Vital Planet: VitalPlanet.com for education, and product details. Ed reiterates his respect for Brenda's decades of ethical, passionate work and says they'll have her back on again.   [0:38:54] Lifestyle, Local Food, Pillows, and Environmental Toxins Ed and Clint return; Ed summarizes the show's philosophy: Better aging is about strength, clarity, mobility, energy, not just added years. Introduces term “peak span”, maximizing the years we're at peak function, not just lifespan. Critiques normalization of poor health (hunched posture, chronic pain, poor sleep, anxiety) as “just getting old.” Local food talk: Discussion of Tallow House in Cleveland (burger restaurant, cousin of Tony from Portofino). Two-hour waits, excellent reviews, smash burgers, buns from Neidlovs bakery. Dust mites and pillows: Ed cites data that about 1/3 of a pillow can be dead skin + dust mites over time. Many pillows also contain fire retardant chemicals leading to chronic exposure while sleeping. Ed searched for non-toxic pillows via Mamavation: A site that tests products for chemical residues and rates them. His previous pillow (from Avocado) came out top-rated, so he bought a new Avocado pillow. Recommends buying via Mammovation's affiliate link for a small discount. [0:44:00] Essential Oils, Green Pharmacy & Polypharmacy Ed on essential oils quality: A test of 20 lavender oils from Amazon found: Only 3 were pure. 17 were diluted/contaminated with other oils. Smell alone isn't a reliable indicator of quality. Nutrition World only carries brands with Certificates of Analysis; dropped an entire line a few years back over quality concerns. Ed shares a Taiwanese blood pressure study: 58 adults with high blood pressure, many on meds. wore a face mask with a cotton pad containing small amounts of real lavender oil for 15 minutes/day over 7 days. Result: systolic blood pressure reduced by ~10 points. A placebo (fake) oil did not reduce blood pressure. One-day use showed no benefit – consistent use was required. He frames this as an example of the “Green Pharmacy”: Mentions Dr. Curt Dearing (pharmacist at Nutrition World): Helps people review and rationalize medication lists, with the goal of reducing polypharmacy in collaboration with prescribing doctors. References a recent Vital Health Radio episode on polypharmacy (average American takes ~17 prescriptions per year). [0:56:48] Meditation, Mindset, Ancient Wisdom & Fulfillment Story from the Daily Stoic: Kurt Vonnegut and Joseph Heller at a billionaire's party: Vonnegut points out the host made more money yesterday than Heller's Catch-22 ever did. Heller replies he has something the billionaire never will: “the knowledge that I've got enough.” Ed uses this to emphasize: The power of knowing you have enough. Shifting from chasing money to working for fulfillment once basics are covered. Clint adds: You must learn to be content with what you have while still pursuing goals. More stuff doesn't automatically create a content person. Ed reads a longer reflection on “ancient wisdom” vs. modern medicine: Fundamental philosophy: alignment with nature. Humans thrived for millennia without pharmaceuticals (acknowledges infectious disease issues before hygiene and antibiotics). Nearly every drug has unintended consequences and rarely treats root causes. Cites estimate: medical errors as the 3rd leading cause of death in the US (~250,000 deaths/year). Notes ~90% of American calories now come from processed foods and seed oils Argues seed oils are among the most destructive components of the modern diet. Many cardiologists still recommend them as heart-healthy, highlighting the conflict between mainstream and holistic views. Plug for Ed's book: “Are You Sick and Tired of Being Sick and Tired” available at TheHolisticNavigator.com, built around ancient wisdom.  The post Radio Show / Podcast – June 7, 2026 first appeared on Vital Health Radio.

TD Ameritrade Network
Chart of the Day: AMD Breaking Out of "Bearish Regime"

TD Ameritrade Network

Play Episode Listen Later Jun 8, 2026 3:18


AMD Inc. (AMD) is making a short-term recovery after a recent stumble in the stock price. Shares are still up over 115% so far this year. Charles Schwab's Rachel Dashiell talks about the bullish momentum she sees forming in a "bearish regime." She highlights the six-month stock chart to offer more perspective in key support and resistance levels. ======== 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

Shares for Beginners
Wall Street's Blind Spots - Jose Mayora

Shares for Beginners

Play Episode Listen Later Jun 5, 2026 45:44


Jose Mayoras is the senior portfolio manager of the Divita Value Growth Fund and author of Wall Street's Blind Spots. Jose explains why a great company is not always a great investment, why cash flows matter more than reported profits, and how expectations are already baked into today's share price.Episode Blog Post: https://www.sharesforbeginners.com/blog/jose-mayora

Monsters In The Morning
CHANCE TO BID ON A VERY COOL MARK TREMONTI GUITAR

Monsters In The Morning

Play Episode Listen Later Jun 4, 2026 37:46 Transcription Available


THURSDAY HR 3 Dale Torburg calls the Monsters. Shares about his new footwear line PAHI. Also Dale donates a Mark Temonti signed guitar for the Mt Dora Monsters show.Yvonne Martinez and Commander Tony from The Cocoa Police Department turn in your unwanted guns. Monster Sports - NBA Finals - NYC Kinks win! See omnystudio.com/listener for privacy information.

TD Ameritrade Network
Options Corner: LULU Hits 7-Year Lows into Earnings

TD Ameritrade Network

Play Episode Listen Later Jun 4, 2026 3:27


Lululemon (LULU) has faced significant pressure over the last year, from tariff headwinds to a very public fight in the company's board. Shares currently trade at a P/E under 10 and sit at a seven-year low. Rick Ducat shows how heavy the selling action has been by analyzing the stock chart and highlights support and resistance areas to watch. He also turns to an example options trade for Lululemon. ======== 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

DH Unplugged
DHUnplugged #805: Space Race

DH Unplugged

Play Episode Listen Later Jun 3, 2026 62:19


Another good month – investors are giddy. Oil – CRITICALLY LOW inventory (Inside Baseball). Fed governor admits inflation is hard to control. A major name says they are reducing stocks – but are they really? Announcing the Winner of the CTP for Salesforce (CRM). PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Another good month - investors are giddy - Oil - CRITICALLY LOW inventory (Inside Baseball) - Fed governor admits inflation is hard to control - A major name says they are reducing stocks - but are they really? - Announcing the Winner of the CTP for Salesforce Markets - Huge reversal in Software stocks - A few names on the move - and moving BIG! - SpaceX IPO - could drain markets - More AI valuations through the roof Pizza Mouth ! Reversal - Software stocks bounced this week on strong results from Snowflake and Okta, which both recorded their best days on record. - The results signal that investors may have been too quick to declare the end of software with the emergence of artificial intelligence. - Even as AI displaces certain tools and job functions, many software companies continue to show growth, assisted by their own AI products. - The iShares Expanded Tech-Software exchange-traded fund rose 8% this week and closed May up 21%, the best monthly performance for the ETF since October 2001. - With this month's rally, the iShares software ETF is only down 3.8% for the year, still badly trailing the Nasdaq, which has gained 18% in 2026. Snowflake - Amazon said Wednesday that its cloud division has landed a $6 billion spending commitment from Snowflake, which includes the use of the company's custom silicon and chips for artificial intelligence. - Snowflake's purchase of services and technology from Amazon Web Services will occur over five years, according to a press release about the agreement. - Snowflake intends to expand its use of Amazon's Graviton general-purpose chips, as well as cloud-based graphics processing units for AI. - Snowflake and Amazon are frenemies - they compete but also partner with each other. - Stock up 36% on this news DELL!!!!!!!!!!!! - Dell Technologies Inc. shares surged due to an outlook for annual sales that far surpassed expectations on demand for servers that power artificial intelligence work. - Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers, topping analysts' average estimate of $142.1 billion. - The company booked $24.4 billion in AI orders and generated $16.1 billion in AI server sales in the quarter ended May 1, with Chief Operating Officer Jeff Clarke saying “The AI opportunity shows no signs of slowing.” - The shares surged 33% to $420.91 at the close Friday in New York, the biggest single-day increase in the more than seven years since the hardware maker returned to the public markets after a five-year hiatus as a private firm. - Up 150% YTD More Dell - New XPS 13 at $699 targets price-sensitive market - Aims to compete with MacBook Neo, lower-end Windows devices - Launch amid global memory chip crunch to gain market share - WINING OVER JCD: -- 13.4-inch screen (very compact footprint) Options: 2K / 2.5K LCD (120Hz) OLED touchscreen (higher contrast)| - Very thin bezels ? almost edge?to?edge screen - Weighs 2.2 lbs - one of the lightes out there and a rival to Apple's Macbook Neo Infighting - OpenAI may release multi-chip AI software, challenging Nvidia's (NVDA) ecosystem advantage, according to The Information - Oh, and NVDA is now releasing a CPU for PCs that is aggrevating Intel and AMD Kaboom! - Blue Origin's New Glenn rocket exploded in a massive fireball while undergoing a test on a Florida launchpad, dealing a major setback to the company. - The explosion is the latest blow to New Glenn's reputation as a reliable alternative to SpaceX's Falcon 9, and Blue Origin's launch schedule is certain to suffer significant delays. - The incident will also affect Amazon's ambitions to build out its Leo satellite network and may delay Blue Origin's role in NASA's Artemis program, which aims to send humans back to the moon. - As important as it will be for Blue Origin to diagnose the cause of the rocket explosion, it could take many months to repair its launchpad in Florida. Taking Down - Really? - BlackRock Inc. is trimming its bet on stocks across its model-portfolio business as US equities surge to record highs following a strong earnings season. - The firm cut its overweight position in equities from 3% to 1%, triggering billions of dollars of flows between BlackRock's exchange-traded funds. - BlackRock remains confident in equities and will maintain positions that bet on growing corporate profits, artificial intelligence and government spending, but is rotating away from longer-dated US debt in favor of global fixed-income and liquid alternatives. Slight - SpaceX is targeting a valuation of at least $1.8 trillion in its initial public offering, according to people familiar with the matter. - The company is seeking to raise as much as $75 billion, which would make it the biggest IPO of all time, and is expected to start formal marketing of its IPO as soon as June 4. -SpaceX had $18.7 billion in revenue in 2025, and the company's pitch to investors shows its evolution into an AI services and infrastructure giant with a total addressable market of $28.5 trillion. - 3-5% of the shares will be floated (TIGHT) Strategy: keep supply constrained, which: supports price discovery maintains founder control creates early scarcity dynamics - - - SpaceX has reserved 5% of the shares ?in its planned initial public offering for certain employees and individuals selected by its executive officers, exempting them from post-IPO lock-up restrictions AND.. Even more Valuations - AI giant Anthropic is now worth more than OpenAI. - Anthropic announced a $65 billion Series H financing at a $965 billion valuation, a round led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital. - The financing puts its valuation above that of rival AI lab OpenAI. - The valuation has TRIPLED since February Let's GO! - Shares of LG Electronics surged as much as 24% after the company announced a series of automotive innovations built with technology from Alphabet Inc.'s Google. - The company said its new range of solutions is built on Android automotive operating systems. Its system can control multiple displays with different aspect ratios at the same time by using a single-on-chip, which is different from other conventional in-vehicle display systems, LG said. - But 24% on this news? - More reason that the KOSPI is moving higher No One Care - But... - Inflation has been above the 2% target for 5 years now - Minneapolis Federal Reserve President Neel Kashkari said Thursday that bringing down inflation in the U.S. remains his top priority, warning that consumer prices are still “much too high.”| - Speaking to CNBC's Kaori Enjoji at the Bank of Japan-IMES Conference, Kashkari said that the U.S. central bank would continue taking a “balanced approach” to its dual mandate of price stability and full employment. - 5 YEARS! ---- What that tells us is that the Fed is totally unable to do anything about inflation .... Are we the only ones that see that? Inside Baseball - From a colegie that will go un-named. --- Let's just say he is someone who knows what they are talking about and runs BIG money ----- This is what he said to me..... - Apparently, oil execs were opining with POTUS in meetings yesterday that oil inventories are at alarmingly low levels and oil prices could soon skyrocket (I might soften that language a bit but they know the oil biz better than me) if SoH does not open soon. - I ran a few numbers on total oil inventories including and excluding the SPR. - Total supplies are 10th percentile vs history (although that includes a period when the SPR ramped from 0 to 600mln barrels in the 1980's). - Today it is 4th percentile if you start from 1990 when the SPR was basically full. - The 4 week net and % draw the last 3 weeks are the largest draws of all time. - And not surprising the 1 week net and % draw of the SPR are also the 2 largest draws of all time the last 2 weeks. Surprised - No.... --- This is another story similar to what we saw a few months ago - Taiwan prosecutors suspect that three individuals smuggled at least one shipment of Nvidia Corp. AI chips to China after first exporting them to Japan. - The trio was detained for allegedly falsifying documents related to exports of Super Micro Computer Inc. servers containing advanced Nvidia chips, which the US has barred from sale to China without a license. - Taiwan authorities seized about 50 servers for which they accuse the trio of preparing fraudulent export documents, but at least one shipment had already gone through Taiwan customs and made it to Hong Kong. Under/Over? - Tesla will be somehow folder/merged or taken over by SpaceX in an all stock deal - Tesla market cap is $1.6 Trillion so that will be a tough one to take on as SpaceX is about equal in size. ---- If this happens, when ? Mini Retirement - Is this a THING? - A mini retirement is when you take a planned break from working, usually for a few months to a couple of years, instead of waiting until age 65+ to fully retire. - Tim Feerris popularized this... (4 day workweek dude) Step 1: Work & save aggressively 2–10+ years Build a specific “freedom fund” Step 2: Take time off 3 months to 2 years Travel, recharge, pursue interests, or experiment with new ideas Step 3: Return to work Same career… or pivot to something new Then repeat if desired.   Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM)   Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Ecomm Breakthrough
Throwback: Unlocking the Eightfold Path - How to Evolve Your Business Beyond the Solo Hustle

Ecomm Breakthrough

Play Episode Listen Later Jun 3, 2026 11:56


In this special group panel episode of the Ecomm Breakthrough Podcast, host Josh Hadley and fellow podcasters interview Michael E. Gerber, author of "The E-Myth." Gerber shares his foundational principles for business growth, emphasizing the need for entrepreneurs to work on their business, not just in it. He introduces his "eightfold path" for evolving a company from one person to an enterprise, and stresses the importance of developing elite talent and adopting a transformative mindset and "soul set" to build a successful, scalable organization.Chapters:Introduction and Setting the Stage (00:00:00)Host introduces the episode, panel, and Michael E. Gerber, setting up the discussion on business ownership myths.The Myth of Doing It All Yourself (00:01:09)Discussion on the misconception that business owners can do everything themselves and the dangers of being the business's core.If Your Business Depends on You, You Have a Job (00:01:42)Gerber explains his famous quote about business dependency and the need for transformation in business thinking.People Development and Its True Meaning (00:02:28)Explores the concept of people development and its foundational role in business growth.The Eightfold Path to Business Evolution (00:03:17)Introduction to the Eightfold Path: dream, vision, purpose, mission, job, practice, business, enterprise.The Dreaming Room and the Importance of Dream Discovery (00:03:48)Gerber describes the Dreaming Room program and the necessity of discovering your dream before vision and purpose.Gerber's Personal Dream, Vision, and Mission (00:05:00)Shares his original dream and mission from 1977 to transform small business worldwide.Scaling a Business and People Development Advice (00:06:52)Advice on finding and hiring top talent as you scale from a company of one to an enterprise.The Navy SEALs Analogy for Talent Development (00:07:44)Compares elite business team development to the rigorous selection and training of Navy SEALs.OldCo vs. NewCo: Building the Future Organization (00:09:07)Explains the concept of OldCo (legacy) and NewCo (future), and the need to focus on building NewCo.Mindset and Soul Set for Business Owners (00:11:08)Emphasizes the importance of both mindset and “soul set” before committing to transformative business changes.Closing Remarks and Thanks (00:11:51)Panelists thank Michael E. Gerber and conclude the episode.Links and Mentions:Tools and Concepts"The Eightfold Path": "00:03:48""The Dreaming Room": "00:04:56"Books"The E-Myth": "00:00:00""Beyond the E-Myth: The Evolution of an Enterprise from a Company of One to a Company of 1000": "00:03:19"Notable Quotes"If your business depends on you, you don't own a business; you have a job, and it's the worst job in the world because you're working for a lunatic.": "00:01:09"Transcript:Josh 00:00:00  Welcome to the Econ Breakthrough Podcast. I'm your host, Josh Hadley, where I interview the top business leaders in e-commerce. Past guests include Kevin King, Howard Tye, and Stephen Pope. Today is a special episode where I have joined a group panel of other podcasters that are interviewing Michael E Gerber, the author of the E myth. This is a foundational book that many of you have probably read. And now we get his decades of wisdom and we get to ask him questions. I know you're going to enjoy this podcast episode, so sit back, enjoy and enjoy this episode with Michael E Gerber, the author of the E myth. You know, Michael, I'm amazed with the book that you you wrote e myth. And because it is a timeless principles that are going to impact generations to come. And I look forward to my children and my grandchildren being able to read those principles. As an e-commerce business owner and as I speak with other e-commerce business owners, there's kind of this myth, that people believe that they could do it all on their own.Josh 00:01:09  Right. And they what they do is they build a team of a lot of VA's that are surrounding themselves, but they are still the core function of the business. There's a quote from your book that I want to read real quick and get your take on it. If your business depends on you, you don't own a business. You have a job. And it's the worst job in the world because you're working for a lunatic. So, Michael, can you provide some additional insight as to if you are still working in the business, why you don't actually own a business?Michael 00:01:42  Well, you have to understand that, oftentimes my statements are stronger than they need to be. Oftentimes, as well, they're not strong enough, but I understand. Take that quote working for a lunatic and you might change it to be working for an idiot. And it's that idiot that I attempt to transform. And the only way in the world that idiot is going to be transformed is if he or she doesn't persist. Being that idiot in the way they think about who they are, why they do what they do, what they're there to create, and how it's going to be created if in fact, they grow beyond their idiot hood.Michael 00:02:28  So it's a master, master, master position to take charge. In short, to strenuously understand that while you're not in a people development business. In short, that's not the intent you are. You get what I mean by that. While you're not in a people development business, you actually are. Everyone is. But the question then becomes what is people development? And how does one approach people development at the very outset? And that is in the positioning of who you are and what you do. So the most critical process in what I describe, how many of you have read beyond the email?Josh 00:03:17  Yes, I've read it.Michael 00:03:19  Well congratulations Josh folks. I picked the book up. It's beyond the myth, the evolution of an enterprise from a company of one to a company of 1000. And at the heart of that book is what I describe as the Eightfold Path. The Eightfold Path is crucial to the process of becoming who you intend to be. Let me describe the eight steps in the Eightfold Path.Michael 00:03:48  I have a dream. I have a vision. I have a purpose. I have a mission. I have a job, I have a practice. I have a business. I have an enterprise, a dream, a vision, the purpose, the mission, the job, the practice, the business, the enterprise. The Eightfold path is the process for growing a company of one to a company of 1000. It is the process of maturing from doing it yourself, doing it, doing it, doing it, doing it to create an enterprise that does it in great measure with a great number of individuals who are in fact, instilled in the process of understanding and appreciating what a dream is, what a vision is, what a purpose is, what a mission is. How many of you are familiar with the Dreaming Room? So the Dreaming Room is a program that I developed to take one through the first four steps to discover your dream, your vision, your purpose, your vision. If you fail to discover your dream.Michael 00:05:00  I'm saying you'll never discover your vision. If you fail to discover your dream, I say go to never discover your purpose. And you follow me and follow me. First this, then that, then that, then that. So there's a process, a mad process through which you grow in maturity, you grow in eloquence. You grow in ability to literally become the one you can't even imagine becoming. At the very outset of this process, my dream way back then, in 1977. Wow, that's a long time ago. My dream was to transform the state of small business worldwi...

The Florida Madcaps
The Hikers Guide to the Sunshine State

The Florida Madcaps

Play Episode Listen Later Jun 3, 2026 33:25


Send us Fan MailThis week, we interview our very own Chris Stevens new book that we authored with Sandra Friend.  An atlas a nd breakdown of over 1000 trails in Florida.  We talk with Chris about the book, the process, and some of the features that make it great!To get the book, go to:https://floridapress.org/9780813081588/hikers-guide-to-the-sunshine-state-second-edition/Please subscribe!  Shares and reviews are much appreciated!Get your FREE sticker from the Florida Springs Council and sign up to be a springs advocate at https://www.floridaspringscouncil.org/madcapsQuestions and comments can be emailed at thefloridamadcaps@gmail.comRyan can be found on Instagram at:  https://www.instagram.com/the_fl_excursionist/Chris and Chelsey can be found at https://www.instagram.com/sunshinestateseekers/?hl=en

Tampa Bay's Morning Krewe On Demand
Tim McGraw Talks Touring, Recovery & Returning to Tampa

Tampa Bay's Morning Krewe On Demand

Play Episode Listen Later Jun 2, 2026 27:39


1. Tim McGraw Is Coming to TampaTim McGraw joins the show ahead of his September 25 concert.Excitement builds for his return to Tampa and Florida audiences.2. Why Florida Crowds Are DifferentTim shares why Tampa is one of his favorite places to perform.Talks about the energy and enthusiasm Florida fans bring to every show.3. Back on the Road After SurgeriesTim discusses taking time off due to multiple surgeries.Shares that he's now fully recovered and cleared to perform without limitations.Looking forward to getting back to a full touring schedule.4. New Music and a New ShowFans can expect plenty of hits along with new songs.Highlights:"Pawn Shop Guitar""Song for America"Reveals the tour will open differently than past shows.5. Remembering the Stadium Series in TampaHosts recall Tim performing at the NHL Stadium Series game in unusually cold Tampa weather.Tim laughs about needing a wardrobe adjustment and breaking out the beanie.6. Getting Back Into "Show Jeans"Conversation turns to fitness and touring preparation.Tim jokes that he's working hard so he can fit back into his "show jeans."Hosts immediately decide they're stealing that phrase.7. Looking AheadTim is excited to reconnect with fans after time away from touring.Tampa show promises a mix of classics, new music, and plenty of energy.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Best of 670 The Score
Ramirez: Mark Grote interview, 100 Shares of Bears (Hour 3)

Best of 670 The Score

Play Episode Listen Later May 30, 2026 41:40


Ramirez: Mark Grote interview, 100 Shares of Bears (Hour 3) full 2500 Sat, 30 May 2026 18:58:32 +0000 TEBQyiWdsdwGDlfGsQRrxJeuDIMjfa36 sports Best of 104.3 The Score sports Ramirez: Mark Grote interview, 100 Shares of Bears (Hour 3) Best of 104.3 The Score Best of 104.3 The Score is a curated snapshot of the station at its best, delivering the standout moments Chicago sports fans don't want to miss. Featuring top interviews, expert commentary, and memorable segments from across the lineup, the podcast covers everything from Bears Sundays and Cubs summers to Bulls, Blackhawks, and White Sox headlines. Whether you're catching up or reliving the biggest conversations of the day, Best of 104.3 The Score brings the voices, stories, and debates that power Chicago sports talk into one easy listen. © 2026 Audacy, Inc. Sports https://player.amperwavepodcasting.

FreightCasts
STB Accepts UP-NS Merger Conditionally, Maersk Fined $1.9M, & Hub Group CFO and COO Exit | The Morning Minute

FreightCasts

Play Episode Listen Later May 29, 2026 3:08


In this episode, we kick things off in Washington, where federal regulators have conditionally accepted the massive Union Pacific-Norfolk Southern merger application, but with major strings attached. The Surface Transportation Board accepted the merger paperwork Thursday, but only on the condition that the railroads submit significantly more information across nine distinct areas of concern by July twenty-seventh. Shares of both companies fell about five percent on the news, while the two Class I railroads argue the proposed transcontinental network will eliminate handoffs, convert two point one million truckloads to rail annually, and kickstart reindustrialization across a sprawling fifty-three thousand-mile network. We also explore how the ocean carrier Maersk is paying a hefty price for billing the wrong parties. The company has agreed to pay a one point nine million dollars civil penalty to the Federal Maritime Commission over detention charges that were billed to third parties who had not agreed to Maersk's bills of lading, service contracts, or tariffs. Under the settlement, Maersk agreed to stop the practice entirely, amend its U.S. tariff rules to strictly limit the definition of "merchant," and provide refunds and waivers to impacted third parties. Finally, we cover the major leadership shakeup at Hub Group following a massive accounting error that continues to reverberate. The logistics company announced Thursday that its chief financial officer and chief operating officer have both departed the company, though both will remain available on a consulting basis during the transition. The exits come as Hub Group is forced to restate results for twenty twenty-three and twenty twenty-four, on top of a previously flagged seventy-seven million dollars understatement of purchased transportation expenses for the first three quarters of twenty twenty-five. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

washington exit merger shares fined accepts maersk group cfo conditionally morning minute surface transportation board
Squawk on the Street
9AM Hour: Salesforce Falls, Snowflake Soars, Fertitta Buys Caesars in $5.7B All-Cash Deal 5/28/26

Squawk on the Street

Play Episode Listen Later May 28, 2026 42:49


Carl Quintanilla, Jim Cramer and David Faber drilled down on tech and the AI trade: Salesforce shares fell in reaction to the company's mixed Q1 results and lighter-than-expected revenue guidance for the current quarter. Shares of Snowflake soared on news of its Q1 beat, raised outlook and a $6 billion commitment to its multiyear partnership with Amazon's AWS.  On the M&A front: Fertitta Entertainment agrees to buy Caesars Entertainment in an all-cash deal valued at $5.7 billion. Also in focus: Crude oil prices rise amid faltering hopes for a U.S.-Iran deal, Marvell extends its rally, Dell wins Pentagon contract, retailers surging on earnings, Meta launches subscriptions, Cramer's take on investing in Microsoft, economic data deluge. 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.

CNBC's
Meta's Social Subscriptions… And Building A Cash Buffer Amid Market Irony 5/27/26

CNBC's "Fast Money"

Play Episode Listen Later May 27, 2026 43:31


Shares of Meta moving higher as the social giant rolls out a new subscription plan for its platforms. What the changes will look like to Facebook, Instagram, and WhatApp… and if the new offerings can keep boosting Meta's stock. Plus Salesforce reports results, oil continues to pull back, and why a top market strategist is keeping cash on the sideline as a so-called “market irony” plays out amid the uncertainty.  Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

DH Unplugged
DHUnplugged #804: Circular Bio-Economy

DH Unplugged

Play Episode Listen Later May 27, 2026 67:54


Oil Drops – Still highest cost for Memorial Day in years Consumer Sentiment Drops again New Fertilizer coming – Kinda Soilent Green vibe Everyone is talking about SpaceX PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Oil Drops - Still highest cost for Memorial Day in years - Consumer Sentiment Drops again - New Fertilizer coming - Kinda Soilent Green Concept - Everyone is talking about SpaceX Markets - Nothing Really Matters - Anyone can see - New HIGHS - Governments picking the winners again - CHIPS ! - Concentration NVDA - Over the weekend, Jensen Huang said that his forecast of a $200 billion market for CPUs includes China, signalling Nvidia still sees significant long-term demand in the market amid ongoing U.S.-China technology tensions. - During an earnings call on Wednesday, Huang said Nvidia's new "Vera" central processors give it access to a new $200 billion market. - So, once again the PR machine is running overtime to make sure there is no reason for anyone to sell the stock - needed to make this clarification over the weekend - Nvidia has received licenses from the U.S. government to sell its H200 chips but has not received approval from Chinese officials who are fostering China's own chip suppliers. Consumers - Consumer sentiment has tumbled to a fresh record low in May as fears of higher prices grow due to the U.S.-Iran war and elevated oil prices, the University of Michigan's Surveys of Consumers said Friday. - The index of consumer sentiment fell to 44.8 from a preliminary reading of 48.2. It's also well below the 49.8 level seen at the end of April. Consumers Upset South Korea - Record after record... - This is an impressive chart - Two companies -Samsung and SK Hynix -----40% of the entire KOSPI index's total market capitalization. Kospi Index Who Believes this Crap? - U.S. forces have conducted “self defense” strikes in southern Iran early Tuesday, with U.S. Central Command saying that this was to “protect our troops from threats posed by Iranian forces.“ - “U.S. Central Command continues to defend our forces while using restraint during the ongoing ceasefire,” Hawkins added. - Meanwhile there was some talk over the weekend that --- 1) We are very close to a deal and it will happen soon ----2) We are in no rush for a deal ----3) How many times is this same line going to be used to try to push the price of oil down (it did move towards $90 after the weekend resumption of futures trading) - Neither side can agree on anything... Secretary of State Marco Rubio said on Friday that the United States has seen some progress towards a deal but that more work was required, while Iran's foreign ministry said the differences remained deep and significant. - Tiresome CEO of Ford - Did you know -??? - The CEO of Ford (Jim Farley) is cousin to Chris Farley Farley and Farley Crops - Farmers worldwide are under pressure due to the Iran war disrupting supplies of conventional nitrogen fertilizers, forcing them to improvise ahead of the fall planting season. - Some farmers are turning to age-old solutions like manure, while others are experimenting with newer technologies, including waste-based inputs and microbial products. -----Circular bio-economy The crisis is giving fresh momentum to products that have long struggled to gain widespread adoption, with demand for biofertilizers and biostimulants rising and companies seeing rising interest and increased sales. - Municipal wastewater and treated human urine, which contain high levels of nutrients that can be processed. ---- So, if your corn is a little extra yellow this summer - now you know... Government's Hand - Quantum computing shares popped last Thursday, as the U.S. government said it would award $2 billion in grants to nine firms operating in the space. - IBM is the biggest beneficiary of the package, with the U.S. Commerce Department agreeing to give the firm $1 billion. - Chipmaker GlobalFoundries is receiving $375 million, while other grant recipients D-Wave Quantum, Rigetti Computing and Infleqtion will be awarded $100 million. - Shares of D-Wave added 33%, Rigetti soared 30% and Infleqtion skyrocketed about 31%. - Funding will come from the 2022 Chips and Science Act. More Money Throwing - Nvidia Corp. bought $500 million worth of rights for shares in Corning Inc. as part of a partnership to expand artificial intelligence infrastructure. - Corning pledged to increase US fiber production capacity by more than 50% to supply more optical fiber for AI data centers. - The partnership includes Corning's plan to construct three new complexes in North Carolina and Texas, which is estimated to create more than 3,000 new US jobs. DEBT - Global debt hits new record, IIF (institute for International Finance) report shows - Global debt rose for a fifth consecutive quarter in Q1 2026, increasing by more than $4.4 trillion to a record high of over $350 trillion, with the increase concentrated largely in the United States and China. - Investors shows signs of shift away from Treasuries - Global debt-to-GDP ratio stable around 305% - NOTHING TO SEE HERE Global Debt More Charts AI Reality? - Starbucks retires AI tool nine months after North American deployment - Tool was part of CEO Brian Niccol's campaign to fix product shortages - AI tool miscounted items, leading to errors, Reuters has reported Starbucks cites need for consistency, supply chain improvements in ending program More AI - Elon Musk's Grok is seeing minimal adoption in US government - even though it's cheap- - Grok lags far behind OpenAI and other rivals that analysts call more capable - Data shows uptake by corporations is also weak, suggesting Grok's problems stretch beyond government - Is it possible that corps don't trust Musk after the way he heavy handled the DOGE process? - Is this going to impact SpaceX growth story? Employment and Ai - The co-founder of AI company Anthropic said on Monday that the development of artificial intelligence cannot be left solely to technology companies, urging greater oversight from religious leaders, governments and civil society. - Speaking at the presentation of Pope Leo's first encyclical, addressing the challenges posed by artificial intelligence, Chris Olah said there was "a real possibility" that AI will displace human labour "at very large scale". Scared - China is restricting overseas travel for top AI professionals in private firms, requiring them to get approval from relevant authorities before embarking on overseas travel. - The government is targeting talent within the AI sphere, including startup founders, researchers, and executives, and adding individuals to the list based on assessments of their critical importance to the country. - The restrictions risk undermining the ability of AI firms in China to recruit and retain talent, and may force engineers with global ambitions to choose between staying home or going abroad earlier in their careers. CHIPS - Micron topped a $1 trillion market value for the first time on Tuesday as shares popped 18%, driven by insatiable artificial intelligence demand for its memory chips. - The stock surge came as UBS tripled its price target on the stock from $535 to $1,625 a share, citing long-term agreement opportunities with partially fixed pricing. - “We believe the market will start to put a more ‘normal' multiple on the stock and MU will continue to re-rate higher as more details emerge about the structural changes AI has driven to the entire memory complex,” the firm wrote. SpaceX - Lots of interest on this... - Lots of clients calling on this and we are working on this for them - Here is a bit of a reality check... --- First - company still losing billions of dollars - some may look past that - - Weird inclusion period for indices and that may take stock up due to required buying ahead of the inclusion (keeping a floor on prices in the beginning) ---- SpaceX plans to allow a large portion of its shares to become eligible for resale before the usual six-month restriction period post-IPO, under a staged system conditioned to the company's performance, a company filing shows. - The approach, designed to avoid a large wave of shares hitting the market at once, would depart from the standard 180-day lock-up that has prevailed in the U.S. Most companies going public restrict early investors from selling shares to help stabilize the stock. - Valuation somewhere between $1.5T and $2T (a year ago it was like $400 million) - Valuation in December was $750 M - Rationale for the big valuation: SpaceX is leveraging its satellite network to build massive, space-based AI data centers, which take advantage of limitless solar energy and off-planet cooling Retail  - Ross Stores Inc. raised its sales and profit guidance after first-quarter results surpassed consensus estimates, aided by strong customer traffic among younger shoppers. - The company reported sales of $6.01 billion and earnings of $2.02 per share, with same-store sales growing 17% in the period, a record for Ross. - Ross now expects full-year same-store sales to grow 6% to 7%, and earnings of $7.50 to $7.74 per share, with executives citing increased customer traffic as a key driver of profit. Meanwhile - Walmart issued a worse-than-expected financial outlook amid soaring gas prices. - Finance chief John David Rainey said high tax returns may have muted some of the impact high gas prices had on shoppers in the first quarter, indicating consumer pressures could rise in the current quarter - The big-box retailer issued fiscal first-quarter results that beat Wall Street's expectations on the top line but were only in line on the bottom. - The retailer said it's expecting adjusted earnings per share to be between $2.75 and $2.85, lower than expectations of $2.91, according to LSEG. - Walmart said it anticipates net sales will rise between 3.5% and 4.5% for the year. Ferrari - Electric - Ferrari (RACE) is trading lower today after the company unveiled its first fully electric vehicle, the Ferrari Luce, marking a major strategic shift away from its traditional combustion-engine supercar identity. - The Luce is a four-door, five-seat ultra-luxury EV developed with former Apple (AAPL) design chief Jony Ive, featuring a quad-motor setup producing over 1,000 horsepower, a 0--60 mph time of roughly 2.5 seconds, and a price tag around $640,000. - Despite these headline-grabbing performance specs, investors reacted negatively because the design is seen as a sharp break from RACE's iconic styling, with many critics arguing it looks closer to a mass-market EV than a traditional Ferrari. Saying goodbye - One of America's once-dominant beer brands is being discontinued after more than 175 years. - Schlitz Premium, a beer brand that traces its roots to Milwaukee in the 1840s and was once among the largest breweries in the country, is being put "on hiatus," parent company Pabst Brewing Co. confirmed Friday after Wisconsin Brewing Company announced it would brew the brand's final batch later this month. - "Unfortunately, we have seen continued increases in our costs to store and ship certain products and have had to make the tough choice to place Schlitz Premium on hiatus," Zac Nadile, Pabst head of brand strategy, said in a statement to Milwaukee Magazine. Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM)   Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

TD Ameritrade Network
Options Corner: SNOW Shares Rise Ahead of Earnings

TD Ameritrade Network

Play Episode Listen Later May 26, 2026 5:16


Snowflake (SNOW) reports earnings after the close on Wednesday. Shares climbed recently but follows a downtrend caused by the SaaS-pocalypse. Rick Ducat points to support and resistance areas for traders to watch into the company's earnings. He then offers an example options trade for Snowflake. ======== 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

Techmeme Ride Home
AI One-Upsmanship

Techmeme Ride Home

Play Episode Listen Later May 22, 2026 23:16


Quantum computing stocks surged after the US announced $2B in grants with equity stakes. Spotify jumped 13% on 2030 guidance targeting $100B in revenue. Anthropic expects $10.9B in Q2 revenue and its first-ever operating profit, while Trump pulled back an AI executive order after calls with Musk and Zuckerberg. Shares of quantum computing companies surged Thursday after the US government announced grants with equity stakes: D-Wave closed up 33%, Rigetti 30%, IBM 12% (CNBC) Spotify closed up 13% on Thursday after announcing new features and 2030 guidance, forecasting a compound annual growth rate in the mid-teens (CNBC) Workday reports Q1 revenue up 13% YoY to $2.54B vs. $2.52B est., and lifts its full-year forecast, saying its AI strategy is working; WDAY jumps 9%+ after hours (CNBC) Sources: Trump delayed signing the AI EO because "he just hates regulation"; there were questions about the EO giving the Treasury Department a leading role (Axios) Investor disclosures: Anthropic says it expects to generate $10.9B in revenue in Q2, up 127% from $4.8B in Q1, and turn a $559M operating profit, its first ever (WSJ) Longreads In more than two-thirds of the world's countries, birthrates have fallen below replacement, and researchers increasingly point the finger at smartphones and social media (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

The Florida Madcaps
The Madcaps's Favorite Florida Backroads

The Florida Madcaps

Play Episode Listen Later May 22, 2026 35:21


Send us Fan MailThis week the Madcaps share some of their preferred alternatives to traveling the interstates around Florida.  Backroads often can take a path through Old Florida and some interesting roadside attractions.Please subscribe!  Shares and reviews are much appreciated!Get your FREE sticker from the Florida Springs Council and sign up to be a springs advocate at https://www.floridaspringscouncil.org/madcapsQuestions and comments can be emailed at thefloridamadcaps@gmail.comRyan can be found on Instagram at:  https://www.instagram.com/the_fl_excursionist/Chris and Chelsey can be found at https://www.instagram.com/sunshinestateseekers/?hl=en

Garage Logic
SCRAMBLE: Blackstone to invest $5 billion in AI infrastructure venture with Google

Garage Logic

Play Episode Listen Later May 19, 2026 36:15


Blackstone, the world's largest private owner of data centers, will invest $5 billion in equity capital in a new artificial intelligence infrastructure company with Google, the New York-based asset management firm announced Monday.Google will supply the new U.S.-based company with its tensor processing units — chips purpose-built for processing artificial intelligence computations — bringing the first 500 megawatts of compute capacity online by 2027, with “plans to scale significantly over time,” Blackstone said in a statement.“This new company has enormous potential as it helps to meet the unprecedented demand for compute,” Jon Gray, President and COO of Blackstone, said in the statement.The unnamed company will be helmed by Benjamin Treynor Sloss, who most recently served as Google's chief programs officer. A Google spokesperson declined to comment on whether Google would retain a direct leadership role in it.The Wall Street Journal, which first reported on the joint venture before Blackstone's official statement, said the private equity giant would hold a majority stake, citing sources familiar with the matter.Blackstone did not disclose the venture's ownership structure in its statement, and did not respond to CNBC's request for comment by publication time.The Journal also reported that the joint venture has already identified likely data center locations, some of which are under construction.Blackstone, which manages more than $1.3 trillion in assets, has invested aggressively across the AI ecosystem and, earlier this month, established a similar venture with Anthropic.Shares of Alphabet and Blackstone rose by about 1% in pre-market trading on Tuesday.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Squawk on the Street
Stocks Slide From Record Highs, Trump-Xi Summit Recap, Cerebras After Its Blockbuster Debut 5/15/26

Squawk on the Street

Play Episode Listen Later May 15, 2026 42:28


Carl Quintanilla and Jim Cramer drilled down on a rough morning for stocks — especially tech -- one day after the Nasdaq and S&P 500 hit record highs. Jim highlighted the names he believes you should buy on the dip. The anchors also discussed Presidents Trump and Xi wrapping up their U.S.-China summit, and what the results of the talks mean for companies including Nvidia and Boeing. Also in focus: Shares of Cerebras pull back one day after surging 68% in the AI chipmaker's public debut, Starbucks job cuts, Ford's 20% stock surge, the timing of SpaceX's IPO. 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.

CNBC's
Cerebras Surges In Nasdaq Debut… And Wheelin' & Dealin' In China 5/14/26

CNBC's "Fast Money"

Play Episode Listen Later May 14, 2026 43:24


Shares of AI chipmaker Cerebras surging in its Nasdaq debut, topping $100 billion in market cap after a blockbuster IPO. How the rest of tech fared in today's rally, and how the Fast Money traders are positioning in the group. Plus Applied Materials reports results, Biogen pushes ahead despite disappointing drug data, and the latest out of President Trump's China trip. The CEOs and companies able to leave the mainland with a deal. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.