Podcasts about solaredge

Residential solar may still be a long way from recovery —but the commercial and industrial (C&I) solar market is heating up. In this power-packed episode recorded live at RE+ Northeast, Nico sits down with John Carroll of SolarEdge to explore why the commercial market could be the biggest growth driver in clean energy this year.From training installers to navigating the evolving incentive quagmire, John unpacks the forces reshaping the C&I landscape in 2025..

In this illuminating episode of the Clean Power Hour, host Tim Montague sits down with Joe Ordia, the creator of Solar Surge on YouTube, to explore the rapidly evolving landscape of residential solar technology. With 13 years of industry experience, Joe shares invaluable insights on the transformation of home solar and battery storage solutions, from early "science experiment" setups to today's sleek, integrated systems.The conversation delves deep into the current state of residential solar technology, examining the pros and cons of leading brands like Tesla, Franklin, Enphase, and SolarEdge. Joe and Tim discuss the shifting dynamics of module-level power electronics (MLPEs), installation complexity challenges, and the emerging trend toward simplified DC-coupled systems. They explore how changes in net metering policies are reshaping the industry and driving the adoption of battery storage solutions (BESS).A highlight of the episode is the forward-looking discussion of bi-directional EV charging, which both experts identify as the next major innovation in home energy systems. Listeners will gain practical insights into how this technology could transform the relationship between electric vehicles and home energy management.Whether you're a solar installer, industry professional, or homeowner considering solar, this episode offers valuable perspectives on current market leaders, installation best practices, and emerging technologies that are shaping the future of residential solar.Social Media HandlesJoe OrdiaSolar Surge Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

Unser Whatsapp-Newsletter = Hier anmelden. https://bit.ly/oaws-whatsapp Unser Partner Scalable Capital ist der einzige Broker, den du brauchst. Inklusive Trading-Flatrate, Zinsen und Portfolio-Analysen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Javier Milei hat sich selbst und Solana geschadet. Apple hat neues iPhone mit neuem Chip. Microsoft hat neuen Quanten-Chip. BAE & MTU zeigen: Erwartungen sind hoch. Bumble crasht weiter, SolarEdge hat Short-Squeeze und Hims & Hers testet zu Hause. Da haben wir schonmal einen Weltmarktführer im Chip-Bereich und dann performt er trotzdem nicht. Was da los bei Siltronic (WKN: WAF300)? Wir klären auf! Coinbase (WKN: A2QP7J) geht wie immer durch die Decke, wenn mehr gehandelt wird. Viel spannender: Die Hoffnung auf Futures, internationales Wachstum und das Ende von Western Union. Diesen Podcast vom 20.02.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Carl Quintanilla and Courtney Reagan broke down today's market set-up after President Trump laid out new tariff threats for 3 key industries: Autos, Pharma, and Semiconductors. Stocks under pressure as earnings from a number of sectors disappoint: Toll Brothers results hitting the homebuilders, Bumble plunging double-digits, and Etsy citing consumer headwinds… But that said: some green shoots in energy, from Solaredge to Occidental.  Within the hour: the team talked top tech picks with Wedbush's Dan Ives, fresh off a channel check in Asia; the state of the AI arms race with Logan Bartlett of Redpoint Ventures; broke down one sector still licking its wounds post-DeepSeek sell-off; and discussed Trump's decision to keep Biden-era rules around merger reviews - with one former FTC Commissioner who says that's not a bad thing.  Also in focus: Saudi-backed Future Investment Institute kicking off its “Priority Summit” in Miami, with President Trump expected to attend – David Faber brought a live read from the ground, and broke down expectations with CEO Richard Attias.  Squawk on the Street Disclaimer

It's the January mailbag. Topics covered include the benefits and risks of investing in preferred shares, comparing metrics for similar companies, and strategies for using options. Have a question you'd like answered? Send it to us anytime! 01:21 Listener Appreciation and Feedback 08:29 Rebalancing and Diversification Strategies 14:35 Preferred Shares: A Worthwhile Investment? 25:02 Understanding REIT Distribution Payout Ratios 28:44 Understanding Adjusted Funds from Operations (AFFO) 31:19 Diving Back into REIT Metrics 32:39 Desert Island REIT Picks 38:59 SolarEdge and Enphase: Solar Industry Insights 41:49 Comparing Similar Companies: Metrics and Insights 47:30 Options Trading: Temperament and Strategy 52:55 Wrapping Up: Final Thoughts and Listener Questions Companies mentioned: A, AAPL, AI, CRWD, DHR, ENPH, HD, LOW, MELI, O, PLD, RHP, S, SEDG, SNOW  ***************************************** Subscribe to our portfolio on Savvy Trader ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted  *All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule).  Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more. Alpha is an AI research tool powered by GPT-4.  Alpha is experimental and may generate inaccurate responses.  Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case. *Terms and Conditions apply. ***************************************** 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest

Join Michelle Martin on her tour of markets! Michelle Martin is joined by Ryan Huang, as this episode delves into DBS Group Research's optimistic outlook for suburban retail REITs like Frasers Centrepoint Trust and CapitaLand Integrated Commercial Trust in 2025. Both also discuss the recent downturn in the Dow Jones Industrial Average, largely influenced by UnitedHealth Group's challenges following the tragic death of its CEO, Brian Thompson. In the 'Up or Down' segment, both analyze the latest movements of companies including SolarEdge Technologies, Honeywell, Honda, Nissan, and Wee Hur. Additionally, we highlight Apple's top apps of 2024, with Temu leading the list, and explore Walmart's pilot program introducing body cameras for employees to enhance in-store safety.See omnystudio.com/listener for privacy information.

Laks Ganapathi, a distinguished voice in stock research and short selling from Unicus Research, offers an inside look into the meticulous strategies needed to navigate high-traffic stocks influenced by Reddit and AI trends. You'll learn how Laks' approach combines deep investigative techniques like channel checks and ex-employee interviews with conventional analysis methods. Through the SolarEdge case study, discover how uncovering discrepancies between company claims and market realities can illuminate the intricate dynamics of short selling.When it comes to investing, management quality can make or break a company's success, and Laks' insights bring that to light with examples from the airline industry and automotive giant Stellantis. Poor management has the potential to decimate stock value and create operational chaos, a reality underscored by Stellantis' current hurdles. Our discussion also highlights the formidable challenges of shorting stocks in today's unpredictable markets, using Carvana and Reddit as cautionary tales of the risks and rewards that come with betting against the tide.As political winds shift with Trump's policies, the economic landscape could change dramatically. We examine the potential repeal of the Inflation Reduction Act and its impact on companies depending on government subsidies. From tech to private prisons, understand which sectors might flourish and which could face headwinds under Trump's administration. The conversation wraps up with a nod to the complexities of economic policy and the unpredictable ripple effects of political change. Stay connected with Laks and Unicus Research for ongoing insights into the ever-evolving world of investment strategies.Sign up at LearnCorporate.com and take control of your career and finances. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

In this episode of The Climate Stack,  Mansi sits down with Vish Ganti, a visionary product leader at the nexus of clean energy, AI, and fintech. Together, they explore the transformative potential of virtual power plants (VPPs) in reducing reliance on carbon-intensive peaker plants and stabilizing the grid. Vish sheds light on how VPPs integrate distributed energy resources (DERs) and the critical need for open standards to create a frictionless ecosystem.VPPs are a prime example of how smart software optimizations can revolutionize the deployment and utilization of physical energy assets. By leveraging software to orchestrate diverse DERs, VPPs enable more efficient energy management, reducing waste and enhancing grid reliability. Discover why simplifying communication between DERs is essential for advancing sustainable energy solutions and making power management through VPP aggregators a reality.Our Guest Vish GantiVish is currently serving as Senior Director of Product Management for Virtual Power Plants (VPPs) at Qcells, Vish specializes in developing scalable energy platforms that integrate first-party hardware with industry-leading solutions from partners like Enphase, Tesla, and SolarEdge. His expertise lies in transforming distributed energy resources into bankable grid assets through advanced edge AI technologies, enabling smarter energy systems and sustainable revenue models.Previously, Vish held leadership roles at AutoGrid, where he spearheaded the development of AutoGrid Flex, a SaaS platform for VPPs and 24x7 Carbon-Free Energy solutions, and contributed to the company's acquisition by Schneider Electric. He also worked with renowned organizations such as CPower Energy, Johnson Controls, and Lawrence Berkeley National Laboratory, focusing on demand response, DER optimization, and energy system innovation.Vish holds a Master of Science in Electrical & Energy Systems from San Francisco State University and a Bachelor of Science in Electronics & Communications from Jawaharlal Nehru Technological University. A thought leader in the clean energy space, Vish has co-authored industry-recognized publications and continues to drive impactful solutions that advance the global transition to renewable energy.https://www.linkedin.com/in/vishganti/Your Hosts Mansi Shah - Joshua Marker ClimateStack

The Daily Business and Finance Show - Sunday, 17 November 2024 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Nasdaq slides 2%, S&P, Dow end lower as Powell remarks prompt repricing in rate cuts Nvidia gets another price target boost ahead of earnings from Jefferies Bloom Energy scores 'big win' in fuel cell supply deal for AEP data centers Most shorted S&P 500 stocks in October Senators call for probe into SpaceX contracts over Musk's Russia calls David Tepper's Appaloosa exits Boeing & UPS, cuts Meta & Microsoft among top Q3 moves SolarEdge, Maxeon Solar slammed as Morgan Stanley cuts to Sell equivalent Boeing's 10% drop since Trump's election win 'feels overblown,' Jefferies analyst says Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices

+++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Ein Podcast - featured by Handelsblatt. Nie zuvor hatte die Wall Street am Tag nach den Wahlen einen so guten Handelstag wie am gestrigen Mittwoch. Schaut man sich die unterschiedlichen Sektoren an, die die Rallye angeführt haben, sehen wir eine nahezu genaue Wiederholung in den Tagen nach dem letzten Sieg von Donald Trump. Wie zu erwarten war, sinkt auch die Volatilität deutlich. Im Fokus steht heute die US-Notenbank, die mit einer hohen Wahrscheinlichkeit am Nachmittag die Zinsen um 25 Basispunkte senken wird. Was das nahende Ende der Berichtssaison betrifft, ist das Bild uneinheitlich. Während es bei den Aktien von ARM Holdings, Albermarle, Match Group, SolarEdge und Wolfspeed unter Druck stehen, geht es bei den Aktien von Dutch Brothers, Elf Beauty, Gilead, HubSpot, Moderna, Take-Two Interactive, Lyft und Qualcomm aufwärts.

Hear Bill and Gloria's interview with John Carroll, VP C&I North America,  and Magnus Asbo, Sr. Director of technical marketing for SolarEdge Technologies. This is the last interview of our RE+ series in Anaheim, California... and it is a dandy. SolarEdge is a world leading manufacturer of residential and commercial solar power inverters and they recently have transitioned to also providing complete energy solutions... including battery technology, EV charging stations and more. Solar-Fit utilizes SolarEdge products for many of our commercial solar installations. They are dependable and available in many sizes to fit all applications. Thanks John and Magnus, for sharing important information about SolarEdge's tremendous growth and the expansion of their product offerings. Keep up the great work out there helping America become energy independent!Support the show

This podcast episode, Segment 2 of our SolarEdge interview, is for my fellow solar installers who crave the inside scoop on industry TLAs such as IRA, VPP, V2G, PCS and NBT. This is the geeky deeper dive on the latest technologies and policy perspectives from SolarEdge. Segment 1, released a few weeks ago, is a great listen for more of a customer perspective. Today's podcast, the second SolarEdge segment, is focused on interests and needs for contractors -- both residential and commercial. Issues related to fire safety, maximizing energy harvest, commercial cost reduction and UL 3741 are among the topics we are discussing. And if you work in California, techniques to increase system size for existing NEM2 customers will also be covered. Joining us on these two SolarEdge podcast segments are Bertrand Vandeweile, SolarEdge's new GM for North America, and John Ahlman, their Chief Marketing Officer. Please tune into this second of two Energy Show podcasts with SolarEdge at www.energyshow.biz.

In this episode of The D2D Podcast, host Dave Holker interviews Michelle Spina, the Sales Education Manager at SolarEdge, the global leader in solar inverter technology and smart energy solutions. Michelle brings over a decade of experience in door-to-door solar sales, starting her journey as a solar canvasser in 2012 and rising through the ranks to become a pivotal figure in sales education at SolarEdge, which operates in 133 countries and is part of the S&P 500.During the interview, Michelle breaks down the complexities of solar inverter technology, battery storage, and how sales reps can effectively communicate these innovations to homeowners. She emphasizes the importance of shifting the sales approach from a hard sell to building relationships, explaining how to present solar systems as home improvement projects that offer energy independence and long-term reliability. Michelle also highlights key objections in solar sales and how to overcome them, offering practical advice to boost sales success in both emerging and saturated markets.You'll find answers to key questions such as:How can door-to-door sales reps effectively sell solar batteries and inverters?What are the best strategies for overcoming homeowner objections to solar installations?How can solar energy systems be framed as home improvement projects?What are common misconceptions about solar power outages and how can sales reps address them?Why is relationship-building important in solar sales, and how can it increase close rates?Ready to learn more about SolarEdge's cutting-edge technology? Visit SolarEdge to explore their smart energy solutions and see how they're transforming the solar industry.Thank you for listening! Don't miss out on future episodes! Subscribe to The D2D Podcast on Apple Podcasts and Spotify.Follow us on Facebook and Instagram. You may also watch this podcast on YouTube!You may also follow Sam Taggart on Facebook, Instagram, and TikTok for more nuggets on D2D and Sales Tips.

In this week's podcast we discuss the recent news of the solar inverter manufacturer SolarEdge and how the resignation of their CEO sent shock waves through the residential solar industry. About Jamie Duran & ⁠Solar Harmonics⁠ Brought to you by Solar Harmonics in ⁠Northern California⁠, who invite their customers to “Own Their Energy” by purchasing a solar panel system for their home, business, or farm.  You can check out the website for the⁠ top solar energy equipment installer⁠, Solar Harmonics, ⁠here⁠. In each episode we discuss questions facing people making the decision to go solar. The solutions to your questions are given to you – straight  – by one of the leading experts in the solar industry, Jamie Duran, president of Solar Harmonics. Feel free to search our library for answers to questions that you're facing when considering solar. About Adam Duran & Magnified Media Solarcast is produced and co-hosted by Adam Duran, director of Magnified Media. With offices in downtown San Francisco & Walnut Creek, California, Magnified⁠ ⁠Media is an ⁠internet marketing agency⁠ focused on digital marketing, local and⁠ national SEO, website design⁠ and lead generation for companies of all sizes. Magnified Media helps company leaders master their marketing by: • getting their website seen at the top of Google rankings, and • getting them more online reviews, • creating media content that engages with each client's target audience. In his spare time, Adam enjoys volunteering on the board of several community-based non-profits and his own weekly podcast ⁠Local SEO in 10⁠.

On this episode of Market Mondays, we dive into key market developments and global economic shifts:- **The Dow's Record Highs & Struggles**: We analyze the factors behind the Dow's recent record highs and its subsequent struggle. What should investors expect next as market conditions fluctuate?- **Crude Oil Prices Surge**: U.S. crude oil prices jumped 3% after Libya's production halt and the Israel-Hezbollah attacks. How are these geopolitical events impacting the energy market, and what could be the long-term effects?- **Today's Most Active Stocks**: We take a closer look at Boeing, Nvidia, PDD, Super Micro, XPeng, and SolarEdge, and discuss which stocks analysts believe have the potential to move higher.- **Wingstop's Rapid Growth**: Wingstop is outpacing its fast-food competitors. What innovations and strategies are driving its success, and can it maintain this momentum?- **Fed Rate Cut Concerns**: Fed Chair Jerome Powell raised concerns about the timing of potential rate cuts. What are the implications if the Fed waits too long, and how could it impact the economy?- **Nvidia's Earnings & Market Hedge**: With Nvidia's earnings approaching, Bank of America is offering a market hedge. What risks are associated with Nvidia's upcoming earnings, and how might this hedge strategy play out?- **Lessons from InvestFest**: We share the biggest lessons learned from InvestFest and how individual investors can apply these insights to improve their strategies.- **Canada's Tariff on Chinese EVs**: Canada has imposed a 100% tariff on imports of Chinese-made electric vehicles, following the U.S.'s lead. What are the implications for the auto industry and international trade?- **Chipotle's Stock Decline**: After a recent decline in Chipotle's stock, we explore whether it has fallen enough to present a buying opportunity. What should investors consider before jumping in?- **Public Investment Fund's Strategy**: The Public Investment Fund (PIF) has invested heavily in companies like Lucid and Uber. We explore the driving forces behind this investment strategy and what PIF sees in the future of these companies.#MarketMondays #Investing #StockMarket #DowJones #CrudeOil #EnergyMarket #Nvidia #Wingstop #FederalReserve #InterestRates #InvestFest #CanadaTariffs #ElectricVehicles #Chipotle #PublicInvestmentFund #Lucid #Uber #GlobalEconomySupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

You don't have to be a Boomer to remember the days of simple DC wire connections to string inverters. For the most part, these times are long gone. Since 2010, module-level power electronics (MLPE) have taken over — and now, with batteries and advanced load control, solar systems have evolved into the energy focal point for homes. This Energy Show podcast highlights new capabilities from SolarEdge, broken up into two segments. Today's podcast, the first SolarEdge segment, is focused on interests and needs for homeowners. We saved the geekier deep dive for installers in the second segment, which will be released in a few weeks. Joining us on these two SolarEdge podcast segments are Bertrand Vandeweile, SolarEdge's new GM for North America, and John Ahlman, their Chief Marketing Officer. We dive into the benefits of optimized string inverters, batteries, and load control of multiple home devices. Discover why homeowners should care about lifetime system “energy harvest,” as well as the tradeoffs between open versus closed home energy ecosystems. Please listen to this first of two Energy Show podcasts with SolarEdge on www.EnergyShow.biz

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über das CrowdStrike-Desaster und den Trump-Index. Außerdem geht es um First Solar, Enphase, Jinko Solar, Solaredge, Maxeon Solar, Brookfield Renewable, Lucid, Rivian, Nextera Energy, Trane Technologies, Carrier Global und Johnson Controls, Oscar Health, Tenet Healthcare, Universal Health Services, DR Horton, United Rentals, The Gap, RWE, Abercrombie & Fitch, Marathon Digital, Hims & Hers, Intuitive Surgical, SentinelOne, Palo Alto Networks, Microsoft, Apple, Amundi S&P 500 VIX Futures Enhanced Roll ETF (WKN: LYX0PM),, Global X Cybersecurity (WKN: A2QPB2), WisdomTree Cybersecurity (WKN: A2QGAH), L&G Russell 2000 US Small Cap Quality ETF (WKN: A0Q8H2), SPDR Russell 2000 U.S. Small Cap ETF (WKN: A1XFN1), Invesco Russell 2000 ETF (WKN: A0RGCT), Xtrackers Russell 2000 ETF (WKN: A1XEJT). Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen Kartellschock für Delivery Hero, rätselhafte Gewinne des Demokraten-Basket und sechs Schnäppchen-Aktien nach den Frankreich-Wahlen. Außerdem geht es um TSMC, Apple, Microsoft, Intel, AMD, First Solar, Enphase, Jinko Solar, Solaredge, Maxeon Solar, Lucid, Rivian, Nextera Energy, Trane Technologies, Carrier Global, Johnson Controls, Oscar Health, Eiffage, Vinci, Getlink, TF1, Thales, Engie und Xtrackers CAC 40 ETF (WKN: DBX1AR). Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In maydornsmeinung analysiert Börsenexperte Alfred Maydorn die neuesten Entwicklungen der beliebtesten Aktien deutscher Anleger und versieht sie mit seiner persönlichen Meinung.

Die teure Rentenreform der Ampel-Regierung hat in Deutschland ironischerweise eine Diskussion um Altersarmut und private Vorsorge ausgelöst. Deffner und Zschäpitz debattieren ihre Ideen, wie sich die Rentenlücke schließen lässt und rechnen durch, wie sich auch im Alter mit einer MSCI-World-Lösung finanzielle Freiheit leben lässt. Weitere Themen: - Trendwende bei Nvidia? – Wie sich auf Aufstieg und Fall spekulieren lässt - Cathie Wood setzt auf Trump – Warum sich immer mehr Finanzgrößen auf die Seite des Ex-Präsidenten schlagen - Trumps Steuerpaket – Was die Idee, Einkommenssteuern durch Importzölle zu ersetzen, bedeuten würde - KI in der Arztpraxis – Wie sich Effizienzen im Gesundheitswesen heben ließen - Gewinnwarnungen bei Solaredge und SMA Solar – Warum jetzt auch der Deffner skeptisch bei Sonnen-Aktien ist - Zinsen von vier Prozent sichern – Welche deutsche Unternehmensanleihe jetzt ordentliche Renditen bietet - Wohnungsmarkt in Deutschland – Warum hierzulande 1,9 Mio. Wohnungen leer steht und wo man für 2,15 Euro pro Quadratmeter wohnen kann - 2,1 Billionen Müßiggänger-Geld – Warum die Deutschen Milliarden Wohlstand verschwenden Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutzerklärung: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Waren die Gewinnmitnahmen bei NVIDIA und anderen KI-Werten der Beginn einer Korrektur oder nur ein kurzes Durchatmen. Dass ist die Frage, die an der Wall Street im Fokus steht. An diesem Dienstag sehen wir bei diesen Werten eine Gegenbewegung. Wegen einer Ertragswarnung geht es bei den Aktien der Pool Corp. bergab. SolarEdge warnt vor einem Einbruch des verfügbaren Cash-Flows. Außerdem wird man eine Wandelanleihe ausgeben. Novo Nordisk meldet, dass das Gewichtsverlust-Medikament Wegovy nun auch in China zugelassen wurde. Die Aktien von Ebay, Rivian und Disney profitieren von steigenden Kurszielen und positiven Analystenstimmen. Heute Abend wird FedEx mit den Ergebnissen im Fokus stehen. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Exklusiver NordVPN Deal ➡️ https://www.nordvpn.com/Wallstreet Mit der 30-Tage-Geld-zurück-Garantie von NordVPN gibt es kein Risiko! +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Ein Podcast - featured by Handelsblatt. Waren die Gewinnmitnahmen bei NVIDIA und anderen KI-Werten der Beginn einer Korrektur oder nur ein kurzes Durchatmen. Dass ist die Frage, die an der Wall Street im Fokus steht. An diesem Dienstag sehen wir bei diesen Werten eine Gegenbewegung. Wegen einer Ertragswarnung geht es bei den Aktien der Pool Corp. bergab. SolarEdge warnt vor einem Einbruch des verfügbaren Cash-Flows. Außerdem wird man eine Wandelanleihe ausgeben. Novo Nordisk meldet, dass das Gewichtsverlust-Medikament Wegovy nun auch in China zugelassen wurde. Die Aktien von Ebay, Rivian und Disney profitieren von steigenden Kurszielen und positiven Analystenstimmen. Heute Abend wird FedEx mit den Ergebnissen im Fokus stehen. *Werbung

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Nando Sommerfeldt über den Gewinner Bayer, starke Zahlen bei Hypoport und späte Ergebnisse von SAP. Außerdem geht es um Nvidia, Mongo DB, Crowdstrike, Micron Technology, Tesla, Knorr-Bremse, Berkshire Hathaway B, iShares MSCI World (WKN: A0RPWH), iShares Global Clean Energy (WKN: A0MW0M), iShares MSCI World Energy Sector (WKN: A2PHCF). Vestas, Nordex, Enphase, Solaredge, SMA Solar, Ökoworld Ökovision Classic (WKN: 974968), Amundi Global Ecology (A2PCQV) und LBBW Global Warming (A0KEYM). Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The Wevo Odyssey - A Startup's Evolution Leading to SolarEdge's Acquisition   Teddy, is the Co-founder and CEO of Wevo Energy, a seasoned entrepreneur with a background in Electrical Engineering. His journey began with a childhood fascination for dismantling gadgets, a hobby that foreshadowed his future in technology. After earning his master's degree, Teddy ventured into the startup world, where he made significant contributions to companies like Cyota, Radvision, and Panoramic Power. These ventures not only showcased his leadership skills but also culminated in lucrative acquisitions totaling over $450M. Amidst his professional triumphs, Teddy finds solace in his family life, cherishing moments with his spouse, two grown-up kids, and a lively household of pets.   Adi, the Co-founder and CTO of Wevo Energy, shares Teddy's entrepreneurial spirit. With a background in Computer Science, she embarked on a journey that led her through various tech roles before crossing paths with Teddy at Panoramic Power. Adi's passion for problem-solving and her knack for innovation set the stage for her pivotal role at Wevo Energy. Beyond her professional pursuits, Adi finds fulfillment in her family life, juggling the demands of parenthood alongside her dedicated husband and a menagerie of pets.   Their entrepreneurial journey is a testament to the highs and lows that define startup life. From the exhilarating highs of breakthrough moments to the gut-wrenching lows of navigating crises, Teddy and Adi have weathered it all. Their resilience and unwavering determination have propelled them through countless challenges, shaping them into the dynamic leaders they are today.   Reflecting on their individual paths to entrepreneurship, Teddy and Adi reminisce about pivotal moments that shaped their careers. Teddy's early forays into startups exposed him to the realities of building and scaling a business, while Adi's while Adi's service in MAMRAM instilled in her a sense of discipline and problem-solving acumen. These diverse experiences laid the foundation for their partnership at Wevo Energy, where they seamlessly complement each other's strengths and expertise.   Their decision to co-found Wevo Energy wasn't taken lightly. It was the culmination of years of introspection, fueled by a shared vision for innovation and impact. Supported by their respective spouses, Teddy and Adi embarked on this journey with a sense of purpose and determination, knowing that the road ahead would be fraught with challenges and uncertainties.   As they navigated the complexities of building a startup, Teddy and Adi leaned on each other for support and guidance. Their partnership, grounded in trust and mutual respect, became the bedrock of Wevo Energy's success. Together, they tackled obstacles head-on, celebrating victories and learning from setbacks along the way.   Fast forward two and a half years, Wevo Energy caught the attention of SolarEdge, after an investment, ultimately leading to an acquisition, which is a testament to their tenacity and vision. The synergy between Wevo Energy's expertise in renewable energy and SolarEdge's market reach promises to usher in a new era of innovation in the clean energy sector. With this milestone, Teddy, Adi & the remarkable Wevo Team, look forward to continuing their journey of dreaming big and pushing boundaries in pursuit of a more sustainable future.   Their collaboration with me as their executive coach, underscores the importance of an external perspective during challenging times, providing clarity and facilitating constructive dialogue.   Teddy shares insights from his experience living in Boston, highlighting the complexities of relocating while balancing personal and professional responsibilities.   In a rapidly evolving startup landscape, Teddy and Adi remain steadfast in their commitment to excellence. They believe that the key to success lies in embracing change, staying true to their values, and never losing sight of the impact they aspire to make. As they embark on the next chapter of their journey, Teddy,  Adi & the Wevo Team are poised to write the next chapter in the success story of Wevo Energy.

In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über höchste Ehren für Amazon, üble Prognosen zweier E-Autobauer, einen tollen Ticketing-Auftrag und die Liste der potenziellen KI-Disruptions-Opfer. Außerdem geht es um Siemens Healthineers, Teladoc Health, SMA Solar, Solaredge, Wallgreens, Walmart, Rivian, Lucid, Palo Alto Networks, Zscaler, Sentinel One, Crowdstrike, Gitlab, WisdomTree Cybersecurity ETF (WKN: A2QGAH); SAP, CTS Eventim, Palantir, Super Micro Computer, ARM, C3.AI, Adobe, Chegg, Coursera, Yext, Booking, Expedia, Tripadvisor, Fiverr, Manpower Group, Robert Half, Vimeo, Yelp, Ringcentral, Squarespace, Omnicom, Interpublic, Dan & Bradstreet, ADP, H&R Block, Dropbox, Accenture, DXC, IBM, Freshworks, LivePerson, Paychex, UiPath, Genpact, TaskUs, Smartsheet, Invesco Nasdaq 100 Equal Weight ETF (WKN: A3EE27). Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

SolarEdge's Q4 2023 earnings call, unedited

► Zur Opening Bell+: https://bit.ly/360kochpc * Ein Podcast - featured by Handelsblatt. Die sehen in Reaktion auf die Ergebnisse bei den Aktien von SolarEdge, Teladoc Health und Palo Alto Networks vorbörslich Kurseinbrüche von rund 20%. Vertiv Holdings ist ein Spezialist für KI-Infrastruktur und steht nach den Zahlen und teils verhaltenen Aussichten ebenfalls unter Druck. Normalerweise ist dieser Wert nicht sonderlich wichtig. Da wir heute Abend aber die Ergebnisse von NVIDIA haben, wirken sich die Quartalszahlen auf den Sektor belastend aus. Im Fokus stehen heute auch die Aktien von Intel, mit dem heutigen Intel Foundry Day in Kalifornien. Start ist um 17:15 MEZ. Um 20 Uhr MEZ wird außerdem das Sitzungsprotokoll der letzten FED-Tagung veröffentlicht. Abonniere den Podcast, um keine Folge zu verpassen! __________________________________________________ ► Zur Opening Bell+: https://bit.ly/360kochpc * ► https://www.instagram.com/kochwallstreet/ ► https://www.facebook.com/markus.koch.newyork ► https://www.youtube.com/user/kochntv ► https://www.markuskoch.de/ *Werbung

Die sehen in Reaktion auf die Ergebnisse bei den Aktien von SolarEdge, Teladoc Health und Palo Alto Networks vorbörslich Kurseinbrüche von rund 20%. Vertiv Holdings ist ein Spezialist für KI-Infrastruktur und steht nach den Zahlen und teils verhaltenen Aussichten ebenfalls unter Druck. Normalerweise ist dieser Wert nicht sonderlich wichtig. Da wir heute Abend aber die Ergebnisse von NVIDIA haben, wirken sich die Quartalszahlen auf den Sektor belastend aus. Im Fokus stehen heute auch die Aktien von Intel, mit dem heutigen Intel Foundry Day in Kalifornien. Start ist um 17:15 MEZ. Um 20 Uhr MEZ wird außerdem das Sitzungsprotokoll der letzten FED-Tagung veröffentlicht. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über Krypto-FOMO, ein Mini-Plus bei Nordex und Jeff Bezos in Verkaufs-Laune. Außerdem geht es um Bitcoin, Nordex, Siemens Energy, Sunpower, Solaredge, Enphase, Jinkosolar, Array, Diamondback Energy, Endeavor Energy Resources, Amazon, AirBnB, Tripadvisor, ARM, Nvidia, TSMC, ASML, AMD, Meta, Amazon, Alphabet, Microsoft, Apple, Tesla, GSK, Roche, ASML, Nestlé, Novartis, Novo Nordisk, L'Oréal, LVMH, Astrazeneca, SAP, Sanofi, Richemont, Siemens, Airbus, iShares Global Clean Energy (WKN: A0MW0M) und iShares MSCI Global Semiconductors (WKN: A3CVRA). Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hier findet ihr alle AAA-Bonus-Episoden bei WELT – dazu den AAA-Newsletter und noch weitere WELTplus-Inhalte: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. Mehr auf welt.de/kickoff und überall, wo es Podcasts gibt. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In maydornsmeinung analysiert Börsenexperte Alfred Maydorn die neuesten Entwicklungen der beliebtesten Aktien deutscher Anleger und versieht sie mit seiner persönlichen Meinung.

Alle Infos zu ausgewählten Werbepartnern findest du hier.  Das Buch zum Podcast? JETZT BESTELLEN.  Lieber als Newsletter? Geht auch.  Archer Daniels Midland zahlt seit 91 Jahren durchgehend Dividende, aber hat Probleme mit dem Finanzchef. Hypoport liefert einen Lichtblick für alle Immo-Investoren, SolarEdge und Gilead liefern leider keine Lichtblicke. Wie fing Bernard Arnault eigentlich an, sein Luxusimperium zu bauen? Und ist Christian Dior (WKN: 883123) vielleicht der bessere Weg, um LVMH zu kaufen? Wir klären auf. Diesen Podcast vom 23.01.2024, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Micah and Jared go deep with industry veteran Chris Roscoe, a former Solar State OG now working at SolarEdge. Chris, an engineer, shares his journey from starting his own solar company to his current role as a Technical Account Manager at SolarEdge. Discussed: the evolution of solar technology, the shift in industry dynamics from a small-scale, DIY approach to a streamlined, large-scale operation, the significant reduction in solar installation costs over the years, the integration of solar energy with other aspects of home and business ecosystems (highlighting the role of batteries and energy management in modern installations), and the emergence of new technologies like bidirectional EV chargers.

Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include: Mutual Funds – Types of Stock Funds. Net Labor Costs Surprisingly Decline. Amazon Expands Affirm Credit To Small Businesses. News on Starbucks, Peloton, DoorDash, Clorox, Moderna, Shopify, and SolarEdge.

SolarEdge's Q3 2023 earnings call, unedited

US-Notenbanker Jerome Powell hat zwar das Fenster für weitere Zinsanhebungen nicht geschlossen, aber weiter zugezogen. JP Morgan CEO Jamie Dimon geht aber weiterhin davon aus, dass die Zinsen durchaus noch um weitere 75 Basispunkte angehoben werden könnten. Die Renditen der langlaufenden Staatsanleihen sinken aber weiter, was in Folge den Aktienmarkt beflügelt. Wir sehen zudem seit letzter Nacht überwiegend positive Ergebnisse, mit den Aktien von Airbnb, Clorox, Mondelez, Palantir, PayPal, Roku, Super Micro Technology, Starbucks und Qualcomm teils deutlich im Plus. SolarEdge verliert wegen deutlich reduzierter Aussichten vorbörslich rund 12%. Heute Abend werden die Ergebnisse von Apple im Fokus stehen. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

► Zur Opening Bell+: https://bit.ly/360kochpc * Ein Podcast - featured by Handelsblatt. Helfen Sie uns, unsere Podcasts weiter zu verbessern. Ihre Meinung ist uns wichtig: www.handelsblatt.com/zufriedenheit US-Notenbanker Jerome Powell hat zwar das Fenster für weitere Zinsanhebungen nicht geschlossen, aber weiter zugezogen. JP Morgan CEO Jamie Dimon geht aber weiterhin davon aus, dass die Zinsen durchaus noch um weitere 75 Basispunkte angehoben werden könnten. Die Renditen der langlaufenden Staatsanleihen sinken aber weiter, was in Folge den Aktienmarkt beflügelt. Wir sehen zudem seit letzter Nacht überwiegend positive Ergebnisse, mit den Aktien von Airbnb, Clorox, Mondelez, Palantir, PayPal, Roku, Super Micro Technology, Starbucks und Qualcomm teils deutlich im Plus. SolarEdge verliert wegen deutlich reduzierter Aussichten vorbörslich rund 12%. Heute Abend werden die Ergebnisse von Apple im Fokus stehen. Abonniere den Podcast, um keine Folge zu verpassen! __________________________________________________ ► Zur Opening Bell+: https://bit.ly/360kochpc * ► https://www.instagram.com/kochwallstreet/ ► https://www.facebook.com/markus.koch.newyork ► https://www.youtube.com/user/kochntv ► https://www.markuskoch.de/ *Werbung

In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Laurin Meyer und Nando Sommerfeldt über die hohen Erwartungen in der Öl-Branche, die Erleuchtung bei Signify und schwache Schweden. Außerdem geht es um Chevron, ExxonMobil, JP Morgan, Electrolux, Siemens, Siemens Energy, Encavis, SolarEdge, SMA Solar, Nordex, Vestas, Örsted, iShares Global Clean Energy (WKN: A0MW0M), iShares MSCI World (WKN: A0RPWH), Bitcoin und Ethereum. Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Kick-off Politik - Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. Mehr auf welt.de/kickoff und überall, wo es Podcasts gibt. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Die Renditen der zehnjährigen amerikanischen Staatsanleihen ist in dieser Woche auf über fünf Prozent in die Höhe geschossen. Die beiden Wirtschaftsjournalisten Dietmar Deffner und Holger Zschäpitz debattieren darüber, ob das bereits die Angst vor ausufernden Staatsschulden ist oder ob es sich schlicht um eine Übertreibung der Investoren handelt. Weitere Themen: - BSW – Warum die neue Sahra-Wagenknecht-Partei den Standort nicht attraktiver macht - Bitcoin über 35.000 Dollar – Was hinter der Rallye steckt - Brutale Kurseinbrüche bei Li Cycle, Solaredge & Co – Wie sich Anleger in diesen Märkten am besten positionieren - AeroVironment – Warum diese Drohnen-Aktie plötzlich abhebt - Podcast-Tipp – Woran viele Beziehungen scheitern und wie man eine glückliche Ehe führt Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutzerklärung: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

What's really riding on big tech results next week? Dan Greenhaus of Solus Alternative Asset Management and NewEdge's Cameron Dawson give their forecasts. Plus, star value investor Scott Black breaks down his top picks and why he thinks the fed could hike again this year. And, SolarEdge's sinking in today's session. CNBC's solar expert Pippa Stevens explains what's behind that move and how it's impacting the rest of the sector. 

The 10 year bond rate hitting 5% is what's killing stocks. It's clear we are now seeing the market continue lower from here. Be careful what stocks you look to trade and look for opportunities to add to a long term buy. Get my algo and a special offer on Trendspider - ⁠https://trendspider.com?_go=gary93 ⁠ Get $50 off a year of Seeking Alpha.  ⁠https://www.sahg6dtr.com/2L9M597/R74QP/⁠ TESLA referral -Use my referral link to buy a Tesla and get up to $500 off and 3 months of Full Self-Driving Capability.  ⁠⁠⁠https://www.tesla.com/referral/gary82526⁠⁠⁠ Social Links and more - ⁠⁠⁠⁠https://linktr.ee/dailystockpick ⁠⁠⁠⁠ FREE NEWSLETTER WITH CHARTS - subscribe at ⁠⁠⁠⁠dailystockpick.substack.com ⁠⁠⁠⁠ SPONSORED BY VISIBLE - Check out this page: ⁠⁠⁠https://www.visible.com/get/?3P8FJPM⁠⁠⁠  $20 off your first month - only $5 for the first month Sign up for Webull and get free stocks like I did - ⁠⁠⁠https://a.webull.com/gGlte9iTQnfaDYFa4S⁠⁠⁠ Get AT&T Fiber at your home - I have 1GB service ⁠⁠https://www.att.com/referral/code/?ref=TVY-3964⁠⁠ NOTES https://finviz.com/published_map.ashx?t=sec&st=d1&f=102023&i=sec_d1_083094199 The 10 year bond hit 5% and Powell thinks bond auctions have been fine even with no buyers showing up  $gehc  $smci  $UNH Insider sale at $540 - $65M from a director who exercised those options and immediately sold. The exercise was for $9M so he made a cool $55M Understanding the mathematical principles of profitable trading can help a trader understand how to create a positive expectancy trading system with an edge. The understanding of the underlying math can change how you look at your own trading and see what really matters: risk per trade, win rate, losing streaks, drawdowns, positive expectancy, and growth rate. The math that a trader needs to understand is not complex and can be summarized into a few of the most important core dynamics. Below is the math a trader needs on one cheat sheet. Use these formulas to unlock your own profitable strategy. Shares plunged 20% after the solar company lowered its third-quarter revenue guidance to between $720 million and $730 million, down from prior guidance of between $880 million and $920 million. CEO Zvi Lando said the company experienced “substantial unexpected” cancellations and pushouts of existing backlog from its European distributors. Enphase Energy and First Solar lost 14% and 4.9%, respectively, on the back of SolarEdge's downbeat news. SEDG details  "substantial unexpected cancellations and pushouts of existing backlog from our European distributors," due to higher than expected inventory in the channels and slower than expected installation rates https://x.com/stockmarketnerd/status/1715103649565692191?s=46&t=7y4v-tHaIEzjLo4Lw72X7g $MARA is up because of this - Bitcoin up over $30k $LLY eying shots for kids for their weight loss drugs Oil is the play right now ETFs: (NYSEARCA:USO BNO UCO SCO USL DBO DRIP GUSH NRGU USQI  4 stocks to watch Shares of Jazz Pharmaceuticals added more than 5% in pre-market trading, after Bloomberg reported that the Ireland-based drugmaker was exploring strategic options, including a potential sale of the company. Jazz  is most well-known for being the developer of the blockbuster narcolepsy drug Xyrem. As per the report, JAZZ was also looking into the possibility of separating its cannabinoid and oncology businesses. SCANS $TSM Levered ETF's - all on the short side $SRTY $SMDD $SDOW $DRV $FAZ $SDS $HIBS $SPXU --- Send in a voice message: https://podcasters.spotify.com/pod/show/dailystockpick/message

Please take our listener survey.Today on the Clean Power Hour, host Tim Montague sits down with Chris Thompson, VP of Product at SolarEdge to discuss SolarEdge's innovative approach to solar optimization, Chris' fascinating career journey in clean energy, and how he eventually landed at SolarEdge. Chris Thompson has had a lifelong fascination with electrical power systems. He started his career in the 1990s working on uninterruptible power supplies and data center power systems. In the early 2000s, Chris joined a venture capital firm that invested in some of the first solar startups and innovative battery companies like A123.Chris later joined solar inverter companies like Xantrex and helped push the industry toward module-level electronics and power optimization. After learning the hard lessons of solar evolution, Chris brought his expertise to SolarEdge over 3 years ago. He has helped the company expand its optimized inverter systems to new power classes for residential, commercial, and utility-scale projects.Chris explains how SolarEdge's module-level power electronics regulate voltage and provide valuable module-level data. He also discusses how their highly efficient inverters and optimizers are designed to withstand extreme rooftop temperatures.We also discuss trends like electric vehicle charging integration and software platforms that connect solar, storage, and building controls.If you want to understand SolarEdge's unique approach to solar and hear from one of the industry's veterans, don't miss this great episode!Key TakeawaysWhat is the origin story behind SolarEdge's DC-optimized inverter architecture?How does SolarEdge's system maximize energy harvest and reliability compared to microinverters?How is SolarEdge using module-level data across residential, commercial, and utility solar?How is SolarEdge innovating on safety, such as with connector temperature monitoring?What is SolarEdge's vision for integrated platforms across solar, storage, EVs, and building controls?How does Chris view the evolution of the solar industry over his long career?Chris ThompsonSolarEdge Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

Analysts Like These Stocks in Today's Markets. Down markets provide stock buying opportunities in some infrastructure and renewable energy stocks. Transcript & Links, Episode 115, October 6, 2023 Hello, Ron Robins here. So, welcome to this podcast episode 115 titled “Analysts Like These Stocks in Today's Markets.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. And look at my newly revised website at investingforthesoul.com! Tell me what you think. Now, remember that you can find a full transcript, and links to content – including stock symbols and bonus material – on this episode's podcast page located at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 4 article links below that time didn't allow me to review here. ------------------------------------------------------------- 1. Analysts Like These Stocks in Today's Markets I'm beginning with this article which reflects the title of this episode. The article is titled These 4 Stocks Will Thrive Even if There's a Recession. It's by Nicholas Jasinski and published on barrons.com. Here's some of what Mr. Jasinski writes. “A trio of U.S. government programs—the Infrastructure Investment and Jobs Act, the Chips Act, and the Inflation Reduction Act—will help keep the money flowing, come economic rain or shine. Together, the three represent hundreds of billions of dollars in spending and subsidies targeted at upgrading the nation's roads and bridges, expanding domestic manufacturing of semiconductors, and modernizing the electrical grid, among many other things… Many of the obvious beneficiaries have already seen their stocks surge in anticipation. Those include the construction and engineering contractors who will be doing a lot of the planning and construction work for the plethora of projects coming up. Take Sterling Infrastructure (STRL) … a 2023 Barron's Roundtable pick in January when shares were around $32. The stock has climbed 126% this year, to a recent $74. Quanta Services (PWR) … the 800-pound gorilla in the space, is up 33% this year and trades for 27 times forward earnings, versus its five-year average of around 16.5 times. Chasing these infrastructure and electrification winners now seems tough, and there may be a better entry point should markets pull back. Some, though, might be worth considering despite big gains. Daniel Skubiz, a portfolio manager at Ziegler Capital Management, points to  MYR Group (MYRG) … which sits in the sweet spot for the investments that the U.S. government, utilities, and companies are making—recession or not. The stock, up 47% year to date, has been no slouch, and shares trade at a premium multiple of 21 times forward earnings. But that's well deserved for the builder of large-scale electrical infrastructure, including transmission and distribution power lines, substations, and for a variety of commercial and industrial applications. Other stocks in the group appear cheaper, and many are small-caps, which as a group have had a tough 2023… MasTec (MTZ) and Aecom (ACM) … are other construction and engineering companies that have sat out the group's 2023 rally and are trading at reasonable valuations. They're worth a look even if there's a recession.” End quotes. ------------------------------------------------------------- 2. Analysts Like These Stocks in Today's Markets Continuing along these lines is this video podcast titled These Solar Energy Stocks Have Dropped 60%+ but They May Be Good Buys Now. It's by Travis Hoium and found on fool.com. Here's some of what Mr. Hoium says. The stocks he covers are Enphase, SolarEdge, SunPower, and Sunrun. “Solar energy stocks have had a tough year, despite improving subsidies and technology in the industry. Is a recovery coming? Solar energy stocks have been on a downward slide all year as interest rates and falling demand hit the industry. In this video, Travis Hoium covers the challenges and opportunities for some solar companies in the future.  *Stock prices used were end-of-day prices of Sept. 20, 2023.” End quotes. You can find the video by clicking this link https://youtu.be/27BJlOyAtrg ------------------------------------------------------------- 3. Analysts Like These Stocks in Today's Markets And we have more on renewable energy in this next article. It's titled 2 Renewable Energy Stocks That Could Put You in the Green and it's by Demetris Afxentiou on fool.ca. Now some brief comments by Mr. Afxentiou from his article. “Clean energy: long-term potential and a healthy yield Innergex Renewable Energy (TSX:INE) … is one of those stocks that go unnoticed by investors. It's also one of the renewable energy stocks that could bolster your long-term portfolio. Innergex operates a portfolio of 85 facilities with a generating capacity of over 4,200MW. The company also has a backlog of projects in various stages of development comprising over 9,300MW of capacity. Part of that is because, unlike many other renewable operators, Innergex has taken an aggressive stance on expansion. Innergex has operations across North America, South America, and Europe. In terms of facilities, Innergex's portfolio comprises hydro, wind, and solar elements. While its portfolio of facilities also includes battery energy storage systems. So then, what makes Innergex one of the renewable energy stocks to buy right now? Despite the company's aggressive growth and juicy dividend (more on that in a second), Innergex's stock is down 25% year to date. Some of that drop can be attributed to the rise in interest rates and spill-on effect it has on borrowing. Still, the company remains a stellar long-term pick that also boasts a healthy 5.89% (dividend), making it a great option for growth and income-seeking investors alike. (Next) An established name for a great, green investment Brookfield Renewable Partners (TSX:BEP.UN) … is an intriguing option worthy of mention. Brookfield Renewable currently has operations across 20 countries, boasting a well-diversified portfolio of wind, solar, and hydro facilities across those markets. The stable, if not lucrative, business model that Brookfield and other renewable energy stocks adhere to provides a recurring source of revenue. That revenue stream is backed by long-term regulated contracts which often span decades. The company is also expecting to continue growing its portfolio through rate increases and expansion. Turning to income, Brookfield offers investors a juicy 5.22% yield. This fact, along with the expected growth of the renewable energy market alone, makes Brookfield a superb buy-and-forget candidate for almost any portfolio Throw in the substantial discount on the stock right now, which shows a 30% drop over the trailing 12-month period, and you have a great discounted buy. Final thoughts No investment is without some risk, and that includes the otherwise superb renewable energy stocks noted above. Fortunately, both Brookfield and Innergex have the funds and growth options to not only weather market volatility but continue to grow for years. In my opinion, one or both would do well as part of any well-diversified portfolio.” End quotes. ------------------------------------------------------------- 4. Analysts Like These Stocks in Today's Markets Now here's an article that gives good ESG analysis into a stock in almost all ethical and sustainable portfolios -- whether they know it or not. The article is titled Does Coca-Cola's ESG Strategy Make It a Buy for Ethical Investors Seeking Sustainability With Dividends? It's by Nicholas Robbins – no relation to me – and seen on fool.com. Here's some of what Mr. Robbins says. “Striking the right balance between financial returns and ethical considerations remains a growing concern for many investors. Environmental, social, and governance (ESG) principles can offer a guiding light for ethical investors. Coca-Cola (KO) … the beverage giant, offers an intriguing proposition in this regard. It's worth a look into whether Coca-Cola's stock provides an appealing choice for investors who prioritize sustainability and responsible corporate practices while seeking stable dividend income. A beacon of ESG commitment Essentially, ESG principles are a set of criteria that investors use to evaluate a company's impact on the world. In Coca-Cola's case, this translates into a commitment to reducing its environmental footprint, promoting social responsibility, and adhering to high governance standards. And all of this can impact the company's financial performance.  Coca-Cola's ESG strategy appears deeply embedded in the company's DNA. According to Morningstar Sustainalytics, the company ranks 29th for sustainability in the category of food products, beating out rival PepsiCo, which ranks 39th out of 624 companies.  Sustainability drives profitability Coca-Cola's initiatives to reduce plastic use, enhance water efficiency, and improve energy efficiency all have financial benefits… The company's 2021 sustainability goals included reducing the creation of new plastic from nonrenewable sources by 20% of its 2020 figures over the following five years…Less plastic means less raw material expense and less energy required for production, ultimately resulting in higher profit margins. Coca-Cola's adoption of ultra-lightweight technology for its packaging, which extends shelf life while saving on packaging costs, provides an excellent example of how sustainability and cost-efficiency can go hand in hand. Such innovations are not just about being environmentally responsible; they make business sense, too… Water replenishment provides sustainability Coca-Cola continues to deliver on its water leadership goals, having replenished more water than it consumed since 2015, according to its 2022 ESG report. This not only aligns with ethical concerns, but also helps ensure the company's long-term viability, as water remains a crucial ingredient in its offerings. Coca-Cola's water replenishment initiatives, such as the Living Danube Partnership with the World Wildlife Fund, contribute to environmental conservation and secure access to a crucial resource for its operations. This partnership includes efforts to restore water to the Danube River Basin, which covers 10 countries in Eastern Europe, where local wetlands fell to 20% of their historical area, according to the WWF… Forging a path to net-zero emissions Coca-Cola, together with its bottling partners, has committed to achieving net-zero greenhouse gas emissions by 2040… A sustainable dividend can't hurt Coca-Cola's commitment to ESG principles isn't just about doing the right thing; it also presents an enticing prospect for dividend-seeking investors. The company has a remarkable track record of increasing dividends annually for over six decades… Potential risks and rewards While Coca-Cola's sustainability initiatives appear impressive, there are potential challenges to consider. Continued transition to sustainable practices can involve upfront costs, which may impact short-term profitability. The Living Danube grant, for example, cost the company $4.4 million, not including the costs of establishment and implementation. Additionally, consumer preferences and regulatory changes can vary over time, potentially affecting product demand and supply chain dynamics. Such shifts can delay or even derail sustainability initiatives. Coke notes the challenge of building better consumer recycling habits have hampered its efforts to meet its World Without Waste goals, which sought to recycle one can or bottle for each one sold by 2030 and have seen little progression to date.  Investors should weigh these factors alongside the benefits of Coca-Cola's sustainable journey when evaluating its long-term investment appeal. Still, Coca-Cola's stock offers new investors a refreshing blend of sustainability and profitability for those who value both their financial and ethical bottom lines.” End quotes. ------------------------------------------------------------- Other Honorable Mentions – not in any order 1) Title: Can the U.S. Make Solar Panels? This Company Thinks So. On nytimes.com. By Ivan Penn. 2) Title: Faith-Based Investing Gathers Momentum on morningstar.co.uk. By James Gard. 3) Title: Top 10: Renewable Energy Companies on energydigital.com. By Tom Swallow. 4) Title: 15 Climate Tech Companies to Watch in 2023 MIT Technology Review on technologyreview.com. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast titled: “Analysts Like These Stocks in Today's Markets.” Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these very troubled times! Contact me if you have any questions. Thank you for listening. And, again, please look at my new totally revised website at investingforthesoul.com. Tell me what you think! Talk to you next on October 20th! Bye for now.   © 2023 Ron Robins, Investing for the Soul

Batteries were everywhere at September's RE+ Conference in Vegas. I counted over 100 different battery company and system vendors. It was more of a battery and solar tracker show than a solar show — demonstrating the rapid evolution of these clean energy technologies. But out of a hundred batteries on the show floor, there are only half a dozen that I would recommend to homeowners. Home battery systems should provide reliable backup power during a blackout, and also generate utility bill savings. The vast majority of batteries I saw on the show were basically not ready for prime time. Here's why… First, you need a complete battery system, not just a battery. In addition to the battery, these systems require controls, an inverter, an enclosure, a transfer switch, communications, and a lot of software. It's extremely important that all these major components are controlled by one company. Batteries are not “plug and play” like printers and solar panels. Second, your battery system should be manufactured by an established company with a strong balance sheet and local service and support — not just a PO Box and a WhatApp number. I often say that it takes an army to grow a successful battery storage system company. Almost impossible to succeed on a shoestring. Third, you need a contractor that knows how to install, configure and support the system. Solar contractors with electricians on staff are generally the most qualified. An experienced local solar contractor is best positioned to give you good advice. Based on recent installation data from Ohm Analytics, the most popular battery systems are from Tesla, SolarEdge, SunPower, Enphase, Generac and FranklinWH. I'm gonna go out on a limb here and be specific about my favorites. Enphase is best for small systems. FranklinWH is best for fast installations and whole home backup. SolarEdge has the most efficient system, and can install the most battery capacity in the smallest space. And Tesla is currently the least expensive and has a well-known brand name. For more about my recommendations of home battery systems, please listen to this week's Energy Show. You'll get a charge out of it!

Dominic Chu and the Investment Committee discuss what the U.S. debt downgrade means for your money. The panel talks semi stocks as AMD shares fall after weaker-than-expected guidance. We do a health care check up as that sector is among the biggest laggards this year. The Chart of the Day is on SolarEdge. And our experts grade your latest trades.Investment Committee Disclosures

In this podcast we have Bill Brooks talking energy storage system (ESS) Codes, including the NEC, IFC, IBC, IRC, IEC, but mostly the NEC. Be sure to get Sean and Bill's latest book, which is the 3rd edition of PV and the NEC, based on the 2023 NEC. To find where to get different versions of the NEC including the 2023 NEC for free check out the NEC tab at solarSEAN.com.  Disclaimer: This podcast was recorded in 2021. Keywords/topics covered: Self-consumption, EVs, frequency regulation, voltage regulation, energy storage systems, ac-coupled, dc-coupled, SolarEdge, Generac, Powerwall, Enphase, ac-modules, Outback Power, multimode inverter, Sunny Island, Sunny Boy, Article 702, 705, 710, isolation device vs. transfer switch, microgrid mode, interactive inverters, reverse dc-coupled, 400V bus voltage, dc converters, 690.71, Article 480, electric supply and distribution network, NEC Handbook Commentary, UL9540, UL 1973, LG Chem, nominal voltages, lead-acid 2V, alkali, lithium iron phosphate 3.2V, cobalt type of lithium-ion 3.6V, LiFePo4, nickel, charging ranges, batteries are not constant voltage, dc-converters required, storage battery, telecoms industry battery systems not regulated by NEC, NEC 90.2, equalization, sulfation, Trojan L16, lead-acid battery IRC UL 9540 requirements, no UL 9540 listed lead-acid batteries and IRC requires UL 9540 for residential (in dwellings), off-gassing, stratification, emergency disconnects, Hawaii systems, energy storage system labeling, rules for protection of battery terminals for wiring, Article 110, spaces between batteries on NABCEP PVIP exam, ground fault protection. Links: Bill Brooks, P.E.: www.brooksolar.com www.solarSEAN.com www.HeatSpring.com/SEAN 

In this week's podcast we discuss the recent announcement by SolarEdge on bi-directional EV charging and how that technology can help change the solar ecosystem. About Jamie Duran & ⁠⁠⁠Solar Harmonics⁠⁠⁠ Brought to you by Solar Harmonics in ⁠⁠⁠Northern California⁠⁠⁠, who invite their customers to “Own Their Energy” by purchasing a solar panel system for their home, business, or farm.  Here, you can check out the website for the top solar energy equipment installer, Solar Harmonics. In each episode we discuss questions facing people making the decision to go solar. The solutions to your questions are given to you – straight  – by one of the leading experts in the solar industry, Jamie Duran, president of Solar Harmonics. Have a question about solar? Chances are Jamie's answered it in our ⁠⁠⁠searchable podcast library⁠⁠⁠! About Adam Duran & Magnified Media Solarcast is produced and co-hosted by Adam Duran, director of Magnified Media. With offices in downtown San Francisco & Walnut Creek, California, Magnified⁠⁠⁠ ⁠⁠⁠Media is a ⁠⁠⁠digital marketing agency⁠⁠⁠ focused on online marketing, local and⁠⁠⁠ national SEO, website design⁠⁠⁠ and lead generation for companies of all sizes. Magnified Media helps company leaders master their marketing by: • getting their website seen at the top of Google rankings, and • getting them more online reviews, • creating media content that engages with each client's target audience. In his spare time, Adam enjoys volunteering on the board of several community-based non-profits and hosting his own weekly podcast ⁠⁠⁠Local SEO in 10⁠⁠⁠.

SolarEdge (SEDG) earnings were released today May 4th. Renita Young discusses these earnings as its adjusted EPS came in at $2.90 versus an estimated $1.98 and revenue came in at $943.89M versus an estimated $930.09M. She talks about how SEDG sees 2Q revenue at $970M-$1.01B versus an estimated $986.37M and it sees supply-chain snarls "improving." Paramount's (PARA) earnings were also released today, premarket. Its adjusted EPS came in at $0.09 versus an estimated $0.12 and its revenue came in at $7.27B versus an estimated $7.42B. Tune in to find out more about the stock market today.

Today Dave is talking with Michelle Spina, Sales Education Manager at SolarEdge. Join us for a timely discussion about changes to California's net metering program (NEM 3.0), the future of battery solutions, and how SolarEdge's rate-saver program is making battery installation more cost-effective. 

Ben Frank of SolarEdge and Lewis Butler of GRNE talk with CleanTechnica CEO Zach Shahan about agrivoltaics — trends in the art and science of combining solar PV power with farming. This is a fascinating episode. Tune in!

Link to slide deck: https://bit.ly/3k2LnyS   - Today we look at the odd session yesterday in the US, with no readily apparent proximate cause to the rally outside, perhaps of traders hedging today's US January CPI release, which could trigger considerable volatility, especially on the impact of heavy 0DTE options trading if the release is a big surprise in either direction. We also note tightening financial conditions in the corporate bond market, talk market reaction to incoming earnings data, including from ThyssenKrupp, SolarEdge and Palantir, and look at today's crop of earnings reports, as well as stories impacting FX & more. Today's pod features Peter Garnry on equities, with John J. Hardy hosting and on FX. Read daily in-depth market updates from the Saxo Market Call and Saxo Strategy Team here. Click here to open an account with Saxo   - Intro and outro music by AShamaluevMusic