Podcasts about SpaceX

What do Iraq, SpaceX, the EV boom, and autonomous freight have in common?In this episode of Liftoff, Keith sits down with Kevin Damoa , Army combat veteran and founder & CEO of Glīd, to explore the future of logistics and the technology transforming how freight moves between road and rail.Kevin shares how nearly 25 years of logistics experience, including military logistics, SpaceX, and leadership roles across the EV industry, inspired him to tackle one of the biggest challenges in global supply chains: making rail transportation more accessible.We discuss how Glīd is building autonomous vehicles designed to streamline the road-to-rail transition, why the company has focused on building more cost-efficiently, and how Kevin's experiences at SpaceX shaped his approach to culture, innovation, and solving seemingly impossible problems.Kevin also shares lessons on:Building hard tech with limited capital Why culture can make or break a startup The importance of solving customer pain before commercialization How to evaluate risk before launching an MVP The future of autonomous freight and physical AI Why logistics is facing a growing labor and infrastructure challenge What SpaceX taught him about belief, ingenuity, and making the impossible possible From combat logistics to rocket logistics to autonomous freight, this is a conversation about building technology that could fundamentally change how the world moves.Sponsor Info: We are strategic business advisors with decades of leadership experience and a proven track record of driving businesses' growth. We specialize in creating custom-tailored strategies to introduce your company, drive growth, build leadership teams, and ensure companies implement appropriate compensation programs. Our mission is to utilize our expansive network to benefit your company https://www.compass-strategic-advisors.com/Connect with Kevin Damoa: Website: https://www.glidtech.us/ LinkedIn: https://www.linkedin.com/in/kevin-a-damoa-9b514770 Subscribe for more founder insights and hit the bell for notifications! Follow us on our channels for exclusive startup content and behind-the-scenes insights from interviews like this one.Spotify: https://open.spotify.com/show/3cFpLXfYvcUsxvsT9MwyAD?si=f5a14e779777487d Apple Podcasts: https://podcasts.apple.com/ca/podcast/liftoff-with-keith-newman/id1560219589 Substack: https://keithnewman.substack.com/ Newman Media Studios: https://newmanmediastudios.com/ LinkedIn: https://www.linkedin.com/company/liftoffwithkeithWebsite: https://liftoffwithkeith.com/If you enjoyed this episode, don't forget to Like, Subscribe and Share.

Michael Santoli and the Investment Committee discuss the semi sell-off and whether the rally's rotation can offset further weakness in the AI trade. Josh Brown highlights his Best Stocks in the Market. Stephanie Link details her latest portfolio move. Oliver Renick joins with Options Action in SpaceX and Tesla. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Noah Schochet is the co-founder and CEO of TerraFirma, a construction technology company rethinking how infrastructure gets built. Founded by two former SpaceX engineers, TerraFirma combines robotics, remote operations, and software into a construction business that performs projects directly rather than selling technology. By vertically integrating its tools with field operations, the company aims to make construction dramatically faster, safer, and more affordable while addressing labor shortages and enabling the next generation of infrastructure. In this episode, Noah shares how his experience building Starship at SpaceX inspired TerraFirma, why he believes construction—not autonomy—is the real bottleneck to civilization-scale progress, and why robotics companies should focus more on delivering outcomes instead of products. He also explains TerraFirma's remote-operated construction model, its approach to rapid iteration, and why the future of construction still depends on people empowered by better technology. Episode recorded on June 25, 2026 (Published on July 28, 2026). In this episode, we cover:  (0:00) An overview of TerraFirma (1:04) How SpaceX inspired the creation of TerraFirma (4:47) Why construction has fallen behind other industries (9:33) The structural reasons construction is slow to modernize (12:33) Why the goal isn't autonomy—it's better construction (14:25) TerraFirma's construction-first business model (17:11) Why customers buy outcomes, not robots (20:54) How TerraFirma's retrofit robotics and software platform works (25:53) Operating multiple construction machines from a mission control center (29:01) How robotics could reshape construction jobs instead of replacing them (32:02) Early customer adoption across data centers, housing, and hazardous environments (34:20) Winning projects by building faster, cheaper, and safer (36:13) The biggest challenge to transforming construction (38:32) Hiring builders with extreme ownership and mission alignment (42:55) TerraFirma's $100 million Series A and plans to scale Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

A big week for big tech as investors await earnings from names like Microsoft, Meta and Apple all reporting later this week. Cboe head of Derivatives Market Intelligence Mandy Xu comments on increasing risk aversion among investors, and why single-stock volatility is surging as tech giants release earnings. Then, SpaceX preparing for landing, now almost 50%off its all-time high and trading below its IPO price for the last eight sessions. The traders break down where the world's biggest IPO went wrong and how investors can trade the aerospace giant. Plus, software stocks rebounding, the state of luxury real estate, and how industrials are benefitting from AI buildouts. 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.

Carl Quintanilla, Jim Cramer and David Faber explored a big week for earnings — led by tech giants Microsoft, Amazon, Apple and Meta. Hear Cramer's eye-opening comments about Nvidia shares. The anchors also discussed stocks on the rise, fueled by the slide in oil prices after the U.S. and Iran halted strikes over the weekend. Also in focus: Nvidia reportedly in talks to provide a $250 billion backstop for OpenAI as part of a data center project, Morgan Stanley analyst Adam Jonas' note on SpaceX amid the stock's weakness, an update on Paramount's decision to delay its proposed acquisition of Warner Bros. Discovery, the anchors react to the stock that soared 466% in its Chinese market debut.   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.

A rocky tech earnings season continues next week after names like Alphabet, Intel and Tesla tumble upon Q2 results. The traders discuss whether the AI trade is losing steam, and what to expect from Apple's earnings next Thursday. But while tech tumbles homebuilders soar as the home sales report shows new home sales climb in June. Then, president of Bianco Research Jim Bianco breaks down the economy's real inflation concern and why he's looking towards the AI trade despite its volatility. Plus, the latest out of Iran, HSBC's initiates SpaceX, and why the railroad trade is picking up steam. 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.

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Could trouble for AI stocks lead to a recession or worse? 2) How the wealth effect might slow consumer spending if AI causes a stock market pullback 3) One scenario that might lead to a collapse 4) Google stock falls on spending concerns 5) Could the switch flip very quickly on big tech capex 6) Subprime data center crisis 7) How much does the data center buildout resemble the financial crisis? 8) What type of revenue is needed to prevent a collapse 9) SpaceX stock tanks 10) Will SpaceX acquire Tesla? 11) Will SpaceX acquire OpenAI? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

In a nearly 90 minute interview, SpaceX and Tesla CEO Elon Musk sat down with The Economist's editor-in-chief Zanny Minton Beddoes. Beddoes shares her biggest takeaways from the conversation, including the most viral moments about AI regulation and Musk's own relationship with the alt-right. Partnership for NYC President and CEO Steven Fulop discusses Mayor Mamdani's appointment of former FTC Commissioner Lina Khan to lead the city's Economic Development Corporation. He airs concerns about the appointment within the business community. Plus, Wall Street Journal reporter Gunjan Banerji discusses Wall Street's rush to get first access to President Trump's posts on Truth Social. CNBC's Eamon Javers reports on the White House's newest round of tariffs.    Gunjan Banerji - 8:57 Zanny Minton Beddoes - 21:13 Steven Fulop - 36:15    In this episode: Gunjan Banerji, @gunjanJS Zanny Minton Beddoes, @zannymb Steven Fulop, @StevenFulop Andrew Ross Sorkin, @andrewrsorkin Melissa Lee, @MelissaLeeCNBC Eamon Javers, @eamonjavers Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Leslie Picker and Michael Santoli led off the show with market reaction to Intel's better-than-expected Q2 results — with the AI boom fueling the company's fastest revenue growth in almost 15 years. The anchors also explored why software stocks were in rally mode, while memory chip shares slumped. Crude oil prices and the U.S.-Iran conflict: WTI and Brent on pace for a third consecutive week of gains. Also in focus: President Trump imposes new tariffs on dozens of countries and weighs in on the AI data center backlash; American Express and Verizon shares head in opposite directions on earnings news; Elon Musk's message to The Economist magazine on AI; Oracle's 10-year, $7 billion Pentagon contract; How low can SpaceX go?   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.

A.M. Edition for July 23. Oil futures are rising again today, after Iran-backed Houthi militants claimed attacks on a pair of Saudi tankers in the Red Sea, and as the U.S. surges special-operations forces to the Middle East. Plus, Alphabet and Tesla shares tumble as the big-spending tech giants turn cash-flow negative. WSJ reporters Meghan Brobowsky and Becky Peterson break down the numbers and what to make of Elon Musk's most boring earnings call ever. And the FDA investigates a new outbreak of cyclospora. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bob Zimmerman reports that SpaceX is preparing for its 13th Starship flight, a prototype featuring major upgrades for future orbital missions and in-orbit refueling. In India, the startup Skyroot achieved a landmark success with the Vikram-1 rocket, signaling the rise of a private, capitalist space sector. However, the Indian government has counterproductively restricted ISRO employees from leaving for private firms. These contrasting approaches highlight the tension between state-run agencies and the efficiency of private enterprise in the global space race. (11)AUGUST 1955

Peter Earle argues that not all trillions are equal; some represent genuine wealth creation, such as SpaceX's $2 trillion valuation based on future technological potential. However, inflation and government borrowing have also inflated nominal values, potentially leading to a fiscal reckoning. If creditors lose faith in U.S. debt, the government may be forced to print more money, further devaluing the currency. Maintaining prosperity requires ensuring that economic forces focus on creating new wealth rather than merely redistributing it. (6)1945 TOKYO AFTER THE B-29S.

SCHEDULE FOR THE JOHN BATCHELOR SHOW, 7-22-2026.1740 BATAVIA MASSACREGordon Chang and Rick Fisher examine Xi Jinping's introduction of the World Artificial Intelligence Cooperation Organization (WAICO), designed to establish Chinese dominance in setting global AI rules. Headquartered in Shanghai, the group aims to make international partners dependent on Chinese technology while promoting anti-democratic values. Meanwhile, China's economy is struggling, with real growth potentially near zero. Despite manufacturing strengths, China remains vulnerable due to a critical lack of high-end Nvidia chips required for advanced AI development. (1)Gordon Chang and Peter Huessy discuss the Democratic Socialists of America (DSA) bill to drastically reduce the U.S. nuclear triad, including cutting ICBMs from 400 to 150. Supported by Senators Bernie Sanders and Elizabeth Warren, the plan effectively promotes unilateral disarmament. Critics argue this trashes the concept of nuclear deterrence just as China and Russia expand their arsenals. Furthermore, there is a widespread "miseducation" of Americans regarding the necessity of a modernized nuclear deterrent. (2)Gordon Chang and Victoria Coates report that Iran has activated the Houthis to attack the Bab el-Mandeb strait, a critical choke point for Saudi Arabian oil exports. This escalation has pushed oil prices past $95 as the Houthis use Iranian-supplied missiles and drones to harass shipping. While the House of Saud is targeted, internal frictions between Saudi Arabia and the UAE complicate a unified regional response. The conflict represents a major humanitarian and economic disaster for global commerce. (3)Gordon Chang and Victoria Coates continue: China benefits from discounted Iranian oil but views the regime's economic instability as a "bad debt." Simultaneously, Saudi Arabia is deepening its partnership with the U.S. through a landmark nuclear cooperation deal. Iraq has also signaled a shift toward Washington, signing $60 billion in energy deals with American companies like Chevron. While Russia seeks to sell extra capacity to Asia, Ukrainian strikes on refineries may hinder Putin's ability to remain a reliable energy supplier. (4)Peter Earle traces how the word "trillion" entered the economic lexicon in 1981 when the U.S. passed $1 trillion in public debt. Today, the U.S. national debt approaches $40 trillion, with annual interest payments exceeding $1 trillion. Unlike 19th-century millionaires who faced high risks, modern trillion-dollar figures are often a product of government monetary expansion. We have entered "Trillionstan," where massive quantities of money are common, yet their long-term significance is often overlooked by the public. (5)Peter Earle argues that not all trillions are equal; some represent genuine wealth creation, such as SpaceX's $2 trillion valuation based on future technological potential. However, inflation and government borrowing have also inflated nominal values, potentially leading to a fiscal reckoning. If creditors lose faith in U.S. debt, the government may be forced to print more money, further devaluing the currency. Maintaining prosperity requires ensuring that economic forces focus on creating new wealth rather than merely redistributing it. (6)Henry Sokolski warns that the Trump administration's nuclear deal with Saudi Arabia allows the kingdom to enrich uranium, a process that can easily be diverted for bomb-making. Saudi Arabia has rejected the "additional protocol" for rigorous UN inspections, raising concerns about their true intentions. This "black box" arrangement lacks sufficient safeguards to prevent a rapid diversion of nuclear materials. Critics warn that providing enrichment technology to an ally involved in regional warfare is inherently delusional and dangerous. (7)Henry Sokolski continues: the Saudi nuclear deal could trigger a proliferation race, with nations like Egypt, Turkey, and the UAE demanding similar enrichment rights. Furthermore, allies such as South Korea and Poland may reconsider their own nuclear ambitions if they view American security guarantees as insufficient. Proliferation is no longer "old news" but a growing threat as nations seek their own deterrents. The result is a destabilized global order where multiple states hover on the verge of nuclear weapon status. (8)Michael Bernstam explains how Ukrainian drone strikes have destroyed 30% of Russia's refining capacity, causing the "crack spread"—the profit margin for refining oil—to triple worldwide. While Russia exports crude, it now suffers from severe domestic shortages of gasoline and jet fuel. Consequently, Russia is forced to buy back its own refined oil from India at premium prices. Putin has been "hoist on his own petard," creating a global energy weapon that has ultimately turned against the Russian economy. (9)Michael Bernstam reports that Ukrainian drones recently destroyed major distribution hubs for Wildberries, the Russian equivalent of Amazon, causing $2 billion in damage. These strikes have devastated small businesses and middle-class consumers, fueling internal resentment against the Kremlin. Simultaneously, 18 local Russian officials signed a petition calling for Putin's resignation as economic conditions worsen. The loss of consumer infrastructure and rising fuel costs are creating a constituency for ending the war to prevent a total economic collapse. (10)Bob Zimmerman reports that SpaceX is preparing for its 13th Starship flight, a prototype featuring major upgrades for future orbital missions and in-orbit refueling. In India, the startup Skyroot achieved a landmark success with the Vikram-1 rocket, signaling the rise of a private, capitalist space sector. However, the Indian government has counterproductively restricted ISRO employees from leaving for private firms. These contrasting approaches highlight the tension between state-run agencies and the efficiency of private enterprise in the global space race. (11)Bob Zimmerman surveys new discoveries: astronomers have detected a helium atmosphere on a terrestrial exoplanet located 48 light-years away in its star's habitable zone. Closer to home, archival data from Pluto reveals massive landslides, proving the dwarf planet is geologically active rather than dormant. Meanwhile, new images of Valles Marineris on Mars illustrate the canyon's staggering scale, with depths equivalent to the height of Mount McKinley. These discoveries emphasize that planetary bodies across our solar system are dynamic and evolving. (12)Simon Constable notes European energy prices are skyrocketing, with Brent crude hitting $95 and natural gas up 47% in a single month. In France, a heatwave and suspicious forest fires have added environmental stress to the economic crisis. A political movement in the U.S. is targeting data centers for their high energy consumption, which now exceeds 4% of usage. Surprisingly, the United Kingdom hosts the second-highest number of data centers globally, despite its historical association with "Luddite" skepticism. (13)Simon Constable observes that new British Prime Minister Andy Burnham faces immediate skepticism, with polls indicating nearly half of voters feel his government lacks direction. Burnham's focus on domestic issues like capping bus prices is criticized as a "tax and spend" policy that might alienate the wealthy. While he has emphasized national security, his early days have been defined by local populist initiatives. Critics worry his leadership style mimics a "Lord Mayor" rather than a strategic global prime minister. (14)Brandy Shufutinsky details how Qatar has provided extensive grants for Arabic language and culture programs in U.S.K-12 schools. These programs often utilize textbooks that omit Israel from maps and glorify extremist ideologies. Qatar Foundation International (QFI) even funds teacher salaries and work visas, raising concerns about who these educators truly report to. This funding creates a "pipeline" from elementary school to higher education, potentially instilling foreign-influenced perspectives in future generations of American citizens. (15)Conrad Black argues that Canada's economic growth has stalled due to high corporate taxes and "climate alarmist" policies under the Trudeau government. He suggests that new leadership under Mark Carney could revitalize the nation by making it more tax-competitive with the U.S. Canada's vast resources and skilled workforce provide the potential for a rapid rebound. For Canada to succeed, it must pivot back to pro-capitalist policies and attract foreign investment to drive future growth. (16)Two spelling corrections applied: Peter Earle (5, 6 — transcribed as "Pete Earl"; the AIER economist) and Brandy Shufutinsky (15 — transcribed as "Shubatinsky"). Both added to the log unless you'd prefer otherwise.

Group Chat News is back with a special guest Rohan Shah, co-founder of Extend.com, the platform doing over $1 billion in GMV making extended warranties actually work for retailers. The guys go deep with a true Silicon Valley insider on Google's monster earnings, how tech billionaires really spend their money, why NFL teams might be the safest asset in America, and what's actually happening inside companies spending big on AI. This week's Group Chat covers: Rohan's path — Harker, Stanford, and building Extend into a billion-dollar GMV business Silicon Valley's prep school pipeline and the public vs private school divide Inside enterprise AI spending — big token bills, unclear ROI, and why "we don't know yet" is the honest answer The AI job-loss story that went in reverse — companies that cut heads are rehiring Apple's patience play — keeping cash on the balance sheet while everyone else spends trillions Rohan's stock picks — memory semis, nuclear and energy infrastructure, mining, Google, DoorDash, Meta Google's monster earnings — a $9 vs $2 beat, $99 billion in other income from Anthropic and SpaceX stakes, and the stock still dropped The Khosla family, the Seahawks, and the NFL's first Indian owner Why NFL teams might be the safest investment in America — "the Cowboys will outlast all of it" Trump accounts, custom ETFs, and kids treating stocks like baseball cards Why Silicon Valley doesn't build libraries the robber baron playbook vs "changing the world" Gambling ads on every screen what we allow now that we'd never allow for cigarettes And much more! Drop us a 5-star rating and a review if you're rocking with the show.

Max and 99 are back for another round of Omnibus. They hit headlines on the Trump administration restricting visas for foreign journalists, tribes suing to block the gutting of the Endangered Species Act, SpaceX’s massive share unlock, and a defense of reading books in an era of mass literary abandonment. Then they tackle listener emails on coordinating progressive media against AIPAC, whether MMT is 1920s Germany, and some episode clarifications. Chapters Intro: 00:00:18 Headlines: 00:15:14 Emails: 00:44:38 Beyond the Bullshit: 00:59:42 Memberships: 01:16:15 Outro: 01:17:08 Resources The New York Times: The Maduro Case May Be About to Take a Hairpin Turn Politico: Taylor Farms still tied to cyclospora outbreak despite ‘false positive,’ FDA says Mother Jones: Tribes and Environmental Groups Sue to Block Trump’s Gutting of the Endangered Species Act Reporters without Borders: US imposes sweeping visa restrictions on foreign journalists, hindering global coverage of American affairs TIME: In Defense of Reading Books Bloomberg: SpaceX’s Great Unlocking Begins With $116 Billion Share Release Book Love David Peter Stroh: Systems Thinking For Social Change: A Practical Guide to Solving Complex Problems, Avoiding Unintended Consequences, and Achieving Lasting Results Marie Arana: Bolivar: American Liberator UNFTR Resources Video: Trump Is a Useful Idiot for the People Behind the Scenes -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts and Spotify: unftr.com/rate and follow us on Facebook, Bluesky, and Instagram at @UNFTRpod. Visit us online at unftr.com. Become a member at unftr.com/memberships. Buy yourself some Unf*cking Coffee at shop.unftr.com. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibilitySupport the show: https://www.unftr.com/membershipsSee omnystudio.com/listener for privacy information.

Dan Nathan sits down with Rick Heitzmann, co-founder and partner at FirstMark Capital, to kick off a new Okay, Computer. series on AI investing. They dig into the circular financing behind the AI infrastructure boom — from Nvidia backstopping Apollo's private credit for xAI to Meta's off-balance-sheet data center deals with KKR and Blue Owl — plus the shift from "tokenmaxxing" to an efficiency era, the rise of Chinese open-source models, memory stock froth, and what's next for the IPO market after SpaceX. Show Notes Big Tech Is Hiding $1.65 Trillion in Debt. How Worried Should Investors Be? (Yahoo Finance) SpaceXAI Explores Major Data Center Expansion in Texas (The Information) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

July 22, 2026 – Chief Technologist Dr. Sven Bilén explores the audacious vision of launching data centers into space—a move championed by SpaceX, which plans to deploy up to 1 million orbiting data satellites. Leveraging sun-synchronous orbits...

Jefferies Executive Chair of TMT Investment Banking Jason Greenberg joins us to break down his expectations for the tech sector after Alphabet and Tesla tumble post-earnings. Then, TD Bank U.S. Vice Chair Jeff Solomon joins with his outlook for the economy. Plus, Former SpaceX Engineer Scott Morton joins ahead of SpaceX's upcoming Starship launch.   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.

Carl Quintanilla and Jim Cramer led off the show with another day of oil prices rising in reaction to the U.S.-Iran conflict. Brent jumped above $100 per barrel for the first time since May, after Iran-backed Houthi rebels claimed that they attacked Saudi Arabian tankers on the Red Sea. President Trump responded with a warning to Iran and the Houthis on Truth Social. Alphabet and Tesla saw their shares take a hit — as the tech giants' respective plans for AI spending overshadowed quarterly results. Also in focus: Elon Musk on Tesla capex and SpaceX; What Nvidia CEO Jensen Huang told Axios about the future of capex;  IBM lowers guidance; Airline stocks tumble on results hurt by rising fuel costs; Earnings movers from Comcast to ServiceNow.   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.

OpenAI's HuggingFace debacle: Is AI a cybersecurity risk? Plus, SuperMicro's (SMCI) margins… Open-source vs. closed-source AI models… 2 no-brainer AI power winners… The sector with the most AI risk… China's market manipulation… And stay cautious on SpaceX (SPCX). In this episode: OpenAI's HuggingFace debacle: Is AI a cybersecurity risk? [2:06] SuperMicro's latest numbers prove AI demand is alive and well [16:06] Does open-source AI have a chance vs. closed-source models? [23:01] 2 no-brainer stocks to play the AI power trade [27:07] This sector faces the most AI competition risk [38:59] How to trade China's market manipulation [51:08] Be cautious about SpaceX right now [55:10] A private placement deal coming to Curzio One members! [59:31] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Here's what the World Cup winner means for the market... Today we focus on a market that continues to trade sideways despite ongoing geopolitical tensions, renewed conflict in the Middle East, and a busy earnings season. We examine why patience remains the best strategy while the S&P 500 stays trapped in a trading range. We highlight strong earnings from major banks as a sign the broader economy remains resilient, and discuss growing concerns about AI valuations, software companies, and the capital demands facing firms like OpenAI and SpaceX. We also explore the recent rotation from growth into value stocks, the impact of rising energy prices on inflation and Federal Reserve policy, why speculative behavior is increasing through leveraged ETFs, and several market indicators suggesting today's market environment is becoming increasingly narrow and expensive despite headline index performance. Today we discuss...  Why the stock market remains stuck in a trading range despite continued volatility and geopolitical uncertainty. How renewed conflict in the Middle East is affecting investor sentiment, oil prices, and market performance. Why patience and holding cash may be the best strategy until the market breaks out of its current range. How strong earnings from major banks suggest the broader economy remains healthier than many investors believe. Weakness in software companies and growing concerns about the long-term profitability of AI investments. Why OpenAI seeking government investment could raise questions about the sustainability of the AI sector. The recent rotation from high-growth technology stocks into value-oriented sectors of the market. How higher oil prices could keep inflation elevated and complicate future Federal Reserve policy decisions. How insider buying can provide useful clues when evaluating beaten-down stocks such as UnitedHealth. The risks created by record investor demand for leveraged ETFs and increasingly speculative market behavior. We compare today's AI-driven market enthusiasm to the technology bubble of the late 1990s. How semiconductor stocks continue to dominate market performance while many other sectors lag behind. Why index performance can be misleading when a small number of large technology companies are driving most of the gains. How Federal Reserve balance sheet expansion continues to closely correlate with stock market performance.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the full show notes at https://moneytreepodcast.com/world-cup-winner-835 

AT&T reported better-than-expected earnings for its second quarter. CEO John Stankey discusses the results, the future of connectivity, and the potential for partnership with SpaceX's Starlink. In AI news, Elon Musk announced that Grok Imagine will produce a full length AI adaptation of The Odyssey, and OpenAI has disclosed an “unprecedented cyber incident” in which its models escaped a sandbox and found ways to cheat an internal evaluation by hacking Hugging Face. Plus, president of the National Association of Evangelicals Reverend Walter Kim has penned an op-ed in The Wall Street Journal on the future of AI–and humanity. Rev. Kim discusses his position, as one of many religious leaders to join the conversation about responsible and ethical tech innovation. In geopolitics, President Trump has approved a landmark civilian nuclear deal with Saudi Arabia.    John Stankey - 16:23 Walter Kim - 34:10   In this episode: Rev. Walter Kim, @revwalterkim Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kara and Scott unpack the latest Trump grift: Truth Social's paid fast lane for Wall Street. Then, China's new AI model rattles markets, and raises fresh questions about America's lead in the AI race. Plus, SpaceX stock comes down to earth, Netflix earnings spark concerns, and the Tate brothers are arrested.Watch this episode on the ⁠⁠Pivot YouTube channel⁠⁠.Follow us on Instagram and Threads at ⁠⁠@pivotpodcastofficial⁠⁠.Follow us on Bluesky at ⁠⁠@pivotpod.bsky.social⁠⁠Follow us on TikTok at ⁠⁠@pivotpodcast⁠⁠.Send us your questions by calling us at 855-51-PIVOT, or email Pivot@voxmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

This week on Market Mondays, we break down the biggest stories shaping the markets and answer the investing questions everyone is asking.We discuss whether DRAM has finally bottomed, if Micron's pullback is an opportunity, when gold could become a buy again, and why Apple and Eli Lilly continue to outperform. We also examine Oracle, SpaceX, Netflix, McDonald's, and the stocks we'd hold for the next 10–15 years.We also cover trading strategy, market bottoms, futures trading, portfolio construction, oil prices, AI competition from China's Kimi K3 model, and the biggest investing lessons of the year. Plus, MG The Mortgage Guy joins us to break down the latest in real estate, mortgages, housing affordability, interest rates, and what buyers and investors should be watching in today's market.If you're serious about building long-term wealth through investing and real estate, this is an episode you don't want to miss.#MarketMondays #Investing #StockMarket #RealEstate #MGTheMortgageGuy #IanDunlap #EarnYourLeisure #Stocks #WealthBuilding #Finance #Trading #Gold #Micron #SpaceX #Apple #OracleAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about: Google's earnings, SpaceX's first earnings report and massive lockup expiration, the selloff in AI infrastructure stocks, whether market breadth is flashing a warning sign, why investors still love stocks, and if the K-shaped economy narrative has become overstated. This episode is sponsored by Calamos. To learn more about CAIE, visit ⁠https://www.calamos.com/funds/etf/calamos-autocallable-income-caie⁠ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Follow us on social media: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Live July 20, 2026 | Yaron Brook Show(Season 12, Episode 127)Iran - What Next?; AI - China Coming; ICE; DSA; Vance & GDP; Achievement | Yaron Brook ShowIran After the Strike? China's AI Race, Socialist Delusions & The Fatal Misunderstanding of ProsperityWhat happens after Iran? Is China catching America in AI? Why are politicians—from the Left to the Right—still getting economics fundamentally wrong?In this wide-ranging live episode, Yaron Brook tackles the biggest geopolitical and philosophical questions shaping the future. From America's strategy toward Iran and the growing AI race with China to government interference in technology, ICE controversies, Democratic Socialists of America, JD Vance's critique of GDP, and what real human achievement actually means, this episode connects today's headlines to the deeper ideas driving them.Yaron also answers an outstanding slate of audience questions covering SpaceX, Trump, Reagan, welfare, Silicon Valley, Alex Epstein, capitalism, sanctions, Ayn Rand, Catholicism, Objectivism, commodity trading, financial markets, and much more.If you want analysis that goes beyond the headlines and gets to first principles, this episode is for you. Watch now: https://youtube.com/live/J8_hKMVNOH8Timestamps00:00 Introduction00:32 World Cup highlights & opening thoughts06:36 Upcoming events and seminars07:48 Iran developments and America's strategy15:32 AI breakthroughs, China, and the global race29:16 Government intervention in AI companies38:00 ICE assault investigation45:35 Democratic Socialists of America platform54:07 JD Vance, GDP, opioids & economic misunderstanding1:07:52 Poverty, consumerism & what GDP really measures1:12:05 Shipping innovation, satellites & global energy access1:18:10 Closing thoughtsLive Audience Questions1:28:15 Why did SpaceX stock fall so quickly after its IPO?1:28:23 Is Trump's refusal to apologize the secret to his political success?1:30:07 Why does altruism appeal to people who think in binaries?1:32:29 Does the welfare state prevent—or create—socialism?1:40:09 Why do people make their beliefs part of their identity?1:42:57 Do corrupt politicians still need capitalism to survive?1:45:01 What's the hardest part of teaching Ayn Rand?1:47:09 Why isn't New Hampshire another Silicon Valley?1:52:55 Has Alex Epstein changed the energy debate?1:54:09 Why did Trump strike Iran?1:58:08 Why doesn't Trump pursue Reagan-style tax cuts?1:59:53 Does Objectivism protect against despair and nihilism?2:01:24 Tom Brady, Jake Paul & the "sanction of the victim"2:02:53 Scholarship eligibility question2:03:14 Why are intellectuals embracing Catholicism?2:07:19 Are Trump's investment accounts really pro-capitalist?2:13:27 What would make Gulf states confront Iran?2:19:02 Why do wealthy elites promote welfare policies?2:24:14 Is trading with sanctioned nations moral?2:25:10 What did Reagan actually deregulate?2:26:49 What would markets look like under genuine capitalism?Like this episode?Subscribe, share it with friends, and become a Patreon supporter to access monthly AMAs, exclusive content, and commercial-free audio.#Iran #ChinaAI #ArtificialIntelligence #Trump #JDVance #economics #China #Politics #AynRand #Objectivism #Capitalism The Yaron Brook Show is Sponsored by[The Ayn Rand Institute](https://www.aynrand.org/starthere)[Energy Talking Points, featuring AlexAI, by Alex Epstein](https://alexepstein.substack.com/)[Express VPN](https://www.expressvpn.com/yaron)[Hendershott Wealth Management](https://www.youtube.com/watch?v=X4lfC...) &(https://hendershottwealth.com/ybs/)[Michael Williams & The Defenders of Capitalism Project](https://www.DefendersOfCapitalism.com)[Support the Show]( / yaronbrookshow )[Sponsor the Show](askyaron@yaronbrookshow.com/)[One-time donation](https://bit.ly/2RZOyJJ)Join the [Yaron Brook Show YouTube channel]( / @yaronbrook )Like what you hear? Like, share, and subscribe to stay updated on new videos and help promote the [Yaron Brook Show](https://bit.ly/3ztPxTx)Continue the discussion by following Yaron on [Twitter](https://bit.ly/3iMGl6z) and [Facebook](https://bit.ly/3vvWDDC )Want to learn more about Ayn Rand and Objectivism? Visit the [Ayn Rand Institute](https://bit.ly/35qoEC3)Become a supporter of this podcast: https://www.spreaker.com/podcast/yaron-brook-show--3276901/support.Yaron is the executive chairman of the Ayn Rand Institute and a world class speaker. He is the coauthor of the national best-seller Free Market Revolution: How Ayn Rand's Ideas Can End Big Government, Equal is Unfair: America's Misguided Fight Against Income Inequality and In Pursuit of Wealth: The Moral Case for Finance. He speaks around the world on a variety of topics including the morality of capitalism, Ayn Rand and her philosophy, finance and economics, and the value of inequality.

Carl Quintanilla and Jim Cramer discussed the chip sector rally as stocks look to snap a three-day losing streak. Hear why Cramer says not to own "too much tech" and that "for the moment, it's time to go to other sectors." The anchors reacted to 3M and General Motors each posting Q2 earnings beats and raising guidance. SpaceX in the midst of a seven-day losing streak and falling below Meta in the market cap race. See how far SpaceX shares have tumbled since being added to the Nasdaq 100 two weeks ago. Also in focus: Oil rises on U.S.-Iran tensions, President Trump hits Canada with 50% tariffs, Nvidia's 9.3% stake in Nebius, Novo Nordisk sues weight-loss drug rival Eli Lilly, Oracle's credit risk and AI debt, earnings winners and losers.   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.

George Noble, CIO of Noble Capital Advisors and former Fidelity fund manager under Peter Lynch, returns with a stark warning: the global liquidity cycle has turned. Citing "liquidity king" Michael Howell, Noble argues that surging deficits, sticky inflation, and a worldwide capex boom have stripped away the policy safety net markets have relied on since 2009 — setting up a potential "Wile E. Coyote moment" where stocks take a dirt nap and the Fed can't respond. He says the Fed isn't in control, Mr. Market is, and bond yields at 4.5% are "much too low" — fair value may be closer to 5.5-6%. Noble calls the AI trade "far worse than dot-com," with malinvestment 17 times larger, hyperscalers destroying free cash flow, and semis a "huge short." His playbook: ditch the 60/40 portfolio, own the reflation trade — gold, silver, energy, copper, uranium — and he names specific stocks including SSRM, Coeur, Valaris, and CRGY. Plus: why the yen carry trade could break, the TLT-in-Turkish-lira lesson on real money, and his most emphatic call of all — "run, don't walk" from SpaceX before the float unlock. And details on his Best Stock Ideas Summit, July 22nd.Thank you to our sponsors: Kalshi - download the Kalshi app and use code JULIA to get $10 when you trade $10. http://kalshi.com/r/JULIA Monetary Metals - learn more at https://www.monetary-metals.com/julia/Links: George Noble's Best Stock Ideas Online Summit: https://noble-capevents.com/X: https://x.com/gnoble79Substack: https://substack.com/@georgenobleTimestamps: 0:00 — Intro; George's Best Stock Ideas Summit July 22nd1:10 — The global liquidity cycle has turned: Michael Howell's warning4:31 — "Risk assets are extremely challenged" — rotation and dispersion is the real story5:30 — Energy vs. Mag 7: free cash flow tells the story7:03 — Tech is really 50% of the market — why the indices will struggle8:20 — "Warsh is not in control, Mr. Market is"10:04 — Why Warsh will blink: the market will force the Fed's hand10:28 — America's Liz Truss moment? Lending to "the Bank of Julia" at 4.5%13:34 — Policy options are gone: why this time the Fed can't rescue markets14:55 — The "Wile E. Coyote moment" ahead for markets16:17 — Japan: 30-year high JGB yields, the yen, and the carry trade risk19:01 — Path vs. prediction: why bond yields are "much too low" — 5.5-6% fair value23:27 — Why the economy shrugs off higher rates (and why that's bearish)25:17 — All fiat is devaluing against real assets: the dollar fell 60% against gold27:17 — Buying the gold correction; why miners could double or triple28:05 — The TLT in Turkish lira: a lesson in your unit of account30:10 — Why 60/40 is the worst allocation right now — "certificates of confiscation"34:07 — "Far worse than dot-com": the margin bubble and 17x the malinvestment36:29 — The internet grew 25 million percent — and the stocks still crashed 90%39:21 — George names names: SSRM, Coeur, Valaris, CRGY, uranium, junior copper40:42 — Parting thoughts: the golden age of stock picking41:45 — SpaceX: "run, don't walk" — why the float unlock means a crash is coming43:00 — The Best Stock Ideas Summit: 15 investors, one pick each, July 22nd

Big Tech once again ruled the options market as NVIDIA, Tesla, Apple, Microsoft, Amazon, Alphabet, Micron, and Intel accounted for the day's most active contracts despite a lighter overall trading session. On this episode of The Hot Options Report, Mark Longo breaks down the biggest options movers of Monday's session, including: NVIDIA once again claims the top spot on the options leaderboard Tesla extends its recent slide as traders swarm same-day expiration calls Apple's impressive rally finally cools off Microsoft, Amazon, Micron, Intel and Alphabet all see heavy 0DTE activity SpaceX continues trading below its IPO price while the mysterious 330 calls remain active IREN surges nearly 20% as options traders chase the move QuikOptions' latest Congressional and Senate trading scans Plus, we examine how many of today's hottest same-day expiration options briefly traded in the money before reversing by the closing bell. For institutional-quality options flow, unusual activity, dark pool analytics, Congressional trading data, and much more, visit TheHotOptionsReport.com, powered by QuikOptions.

In Episode 490 of Hidden Forces, Demetri Kofinas speaks with Patrick Boyle—founder of the quantitative hedge fund Palomar Capital Management, professor of finance at King's College London and Queen Mary University of London, and host of Patrick Boyle on Finance—about the SpaceX IPO and what it reveals about the integrity of America's financial markets, the cult of personality filling the vacuum left by the nation's collapsing institutions, the commercial and fiscal challenges facing Europe's largest economies, and the housing crisis and generational wealth divide driving the appeal of left-wing populism across the developed world. The first hour opens with the recent SpaceX IPO—how the deal was priced and marketed, the mechanics and share-price consequences of its unusually rapid index inclusion, the small number of shares made available for trading, and the wave of bullish sell-side coverage that accompanied it—before broadening into a discussion of the integrity of America's financial markets and what happens to investor behavior and to the country's cost-of-capital advantage when the institutions tasked with regulating those markets can no longer be trusted to do so. From there the conversation turns to the cult of personality and the rise of powerful figures in industry and politics filling the vacuum left by collapsing institutions, and to the growing appeal of left-wing populists whose policies increasingly resonate with younger voters who feel priced out of the American dream. The second hour examines the commercial and fiscal challenges facing Europe's largest economies: why the continent has produced no answer to America's large technology platforms, how regulation, energy costs, demographics, and labor rigidity weigh on its growth prospects, and what the flood of cheap Chinese goods, high-end machine tools, and electric vehicles means for European industry and for a Germany that cannot afford to miss yet another technological revolution. They discuss the European security picture, the war in Ukraine, and whether Russia is in any meaningful sense winning it given the human, economic, and demographic toll and its deepening dependence on China. The episode closes with a discussion of the housing crisis, the generational wealth divide, and the political incentives that keep home prices high across the United States, the United Kingdom, and beyond—returning at the end to the appeal of left-wing populism and the prospect of redistributive policies as an inevitable response by fiscally overburdened governments looking for someone to blame. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Join our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 07/16/2026

Today's Post - https://bahnsen.co/4yvcd4b David Bahnsen reviews a modest down day for markets as Iran tensions and reported American casualties push oil above $80 (ending above $83), with the Dow down ~300, S&P -19 bps, Nasdaq -5 bps, and the 10-year yield at 4.59%; communication services and energy led while healthcare lagged. He cites IPO froth cooling, noting SpaceX below $120 versus a $135 IPO and far off highs. In politics, he highlights Maine's Senate race likely featuring progressive Troy Jackson versus Susan Collins and notes Michigan Democrats consolidating behind Haley Stevens, outlining the difficult map for a Democratic Senate majority. Economically, he underscores the Supreme Court reversal of IEEPA tariffs lowering blended import tariffs from ~11% to ~6–6.5%, while flagging a record 105.8M outside the labor force, soft industrial production, rising import prices, and housing starts driven by multifamily. He previews next week's Fed meeting under Chair Kevin Warsh, balance-sheet maturity shortening, midstream earnings (Kinder Morgan), and answers why shorting stocks is inherently leveraged and generally unsuitable for most investors. 00:00 Welcome and Setup 00:17 Iran Tensions and Oil 01:24 Market Wrap and Sectors 02:17 IPO Froth Check 03:13 Senate Races Outlook 05:39 Economy Data and Tariffs 07:43 Housing and Fed Preview 09:08 Energy Earnings and Gas 10:01 Ask TBG Short Selling 12:00 Wrap Up and Links Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Circle CEO Jeremy Allaire joins to discuss the company's recent approval to operate as a trust bank and crypto regulation at large. Then, Atreides Management CIO Gavin Baker shares his outlook for the tech sector, SpaceX and the threat from Moonshot AI's new Kimi model. Plus, Archer Aviation CEO Adam Goldstein joins from the Farnborough Air Show as the company unveils a new aircraft in partnership with Anduril. 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.

After a rough week for the Dow and the chip sector, Carl Quintanilla and Jim Cramer set the stage for a busy earnings week — including results due out from Alphabet and Tesla. You also have SpaceX looking to avoid a seven-day losing streak. The anchors delved into Chinese AI moves and what's at stake for the U.S. AAA says the average price of gasoline is up to $4 per gallon for the first time in a month, as U.S-Iran tensions escalate following the killing of three American servicemembers over the weekend. Also in focus: Data center backlash, what New York Governor Kathy Hochul (D) said about her state's AI data center moratorium, blockbuster box office debut for Universal's "The Odyssey," Wall Street upgrades, Cramer's non-tech plays.   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.

Partenaires il y a 18 mois, Apple et OpenAI se retrouvent aujourd'hui devant un tribunal fédéral pour vol de secrets industriels. Plus de 400 ingénieurs auraient quitté Apple avec des fichiers confidentiels et un playbook d'espionnage organisé de l'intérieur — la bataille pour le device du futur a déjà commencé !Pendant ce temps, Elon Musk redistribue les cartes : Grok rejoint les modèles frontières à un prix trois fois inférieur à ses rivaux, Google décroche, et Musk devient le seul acteur à tenir simultanément la puissance de calcul, le modèle et la distribution. Et en Chine, un booster orbital vient d'être récupéré dans un filet en pleine mer — la course à l'orbite basse, ressource limitée, vient d'entrer dans une nouvelle dimension.==================

On today's episode, Mark Longo, Andrew Giovinazzi and Mike Tosaw dive into another wild mix of market analysis, unusual options activity, earnings season, volatility, and plenty of laughs. The show kicks off with memorable trivia ranging from W.C. Fields' famous "bathroom library" to a surprising piece of World War II history before shifting into the biggest stories driving the options market. This episode covers: Why markets continue to shrug off geopolitical headlines The coming wave of Big Tech earnings and why Alphabet could set the tone for AI stocks Oracle's collapse and what it may signal for AI spending Apple, NVIDIA, Microsoft, Tesla, Netflix, SpaceX and Palantir VIX activity and whether volatility is finally finding support Unusual options trades in ONON, NOV and CLYM Covered call management after expiration Rolling winners, adjusting losing positions and avoiding perfectionism Earnings previews for Alphabet, Tesla, Intel, American Airlines and more

Kevin Warsh is taking a different approach as Fed chair, and investors are trying to figure out whether his quieter style will bring more discipline to monetary policy or create a new layer of uncertainty.Chuck Zodda and Mike Armstrong break down Warsh's early approach to the Fed, why pulling back from forward guidance may not mean what markets think, and why his real test will come when inflation, employment, or stocks force him to make a difficult call. They also discuss rising single-stock volatility, how leverage and new trading products may be adding risk, what SpaceX's post-IPO drawdown says about newly public companies, why Americans are pulling back on retirement savings, and how housing affordability looks different once income growth and mortgage rates are included.

Derek Moore is joined by Mike Snyder and Shane Skinner to discuss SpaceX now being below its IPO price and whether it can grow into its current value. Plus, Apple sues OpenAI as the stock continues to run into earnings. Later, did anything fundamentally change with the memory stocks like Micron or people just don't want to be the last out. Finally, the Strait of Hormuz didn't matter to markets until the market decided it mattered again.   Apple sues OpenAI Micron and the memory stocks dip again Trading behavior psychology losing hurt more than winning feels good? Strait of Hormuz tanker tracker ticks lower More sellers than buyers in memory stocks SpaceX moves below its IPO price Looking at the Mag7 stocks and how they grew into their valuations over a decade    Were the Mag7 stocks expensive or undervalued in hindsight 10 years ago? SpaceX forward valuation Interest rates and oil prices Inflation surprises to the downside   Mentioned in this Episode     Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com  

Warsh admitted monetary policy caused inflation. Bessent thinks silver certificates still redeem at Fort Knox. And import prices are up 7.1%.This is episode is sponsored by Function. Join at https://functionhealth.com/peter and use code PETER25 for a $25 credit.This episode is also sponsored by Pebl. Go to https://hipebl.ai to get a free estimate.Treasury Secretary Scott Bessent told Fox viewers that old silver and gold certificates can still be redeemed at Fort Knox. Gold certificates were repudiated in 1933 and silver certificates in 1968. Peter Schiff argues that if the man who signs the currency does not know basic monetary history, there is no reason to trust his assurance that the gold in Fort Knox is all there.Markets confirmed the AI bubble is deflating. SpaceX fell 13.25% on the week to close below $124, under its $135 IPO price, and anyone who bought the post-IPO high near $225 is down 45%. Only about 5% of the company trades today, but lockups expire through year end and take the float to roughly 40%, an eightfold increase in supply. Gold closed at $4,017 and silver at $55.83, which Schiff calls a head fake created by the false narrative that war is bad for gold.The honest inflation numbers tell a different story than the CPI: import prices are up 7.1% year over year and export prices are up 10.2%, against a reported 3.5%. Kevin Warsh admitted in Senate testimony that monetary policy caused the inflation, then offered a plan that amounts to talking about it while the Fed's balance sheet grew another $7.4 billion. Schiff also covers Trump selling paid early access to market-moving posts and explosive new FOIA emails showing Euro Pacific Bank was shut down for publicity, with the Australian Tax Office driving the operation to protect a journalist facing his defamation suit.Chapters:00:00 Trump Posts Paywall01:23 Market Week Wrap07:42 Gold Silver War09:52 Inflation Data Reality23:30 Warsh Hearing Grifts37:59 AI Jobs and Progress40:22 Trump Post and Fox Fallout44:05 FOIA Trail and Censorship Claims50:31 Nine Fraud Bank Shutdown Emails57:07 Operation Atlantis PR ExposedFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/booksSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/news#PeterSchiffShow #FortKnox #InflationOur Sponsors:* Check out Chilipad and use my code GOLD for a great deal: https://sleep.me* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

It’s never a lazy Sunday on the Fifth Hour Podcast. Ben Maller is joined by Fox Sports Radio’s Briana Muro for a bippity-boppity edition of the popular Mail Bag. Benny explains how Cuba influenced the daiquiri, uncovers the stolen valor of the ice cream cone, and reveals Albert Einstein’s surprising appreciation for the human tongue—all before diving into questions from P1s and superfans across the globe. The duo tackles everything from SpaceX’s stock crash, Dwight Howard’s classic buffoonery, and the Tom Brady slap controversy to Best in Show comedy, Howard Stern’s one-day workweek, soccer propaganda, Porta-Potty Commandos, Hooters, and an ice cream shop owner making money by betting on the weather. It’s a rollicking ride through the weird, wild, and wonderfully random. Eavesdrop on the magical, mystical journey as your Sunday serving of radio comfort food is ready to enjoy. All questions sent in by new listeners & P1's of the #MallerMilitia! Download, subscribe, and remember that sharing is caring (unless it's an STD.) Follow Ben on Twitter @BenMaller and listen to the original terrestrial radio edition of "Ben Maller Show," Monday-Friday on Fox Sports Radio, 2a-6a ET, 11p-3a PT!...Follow, rate & review "The Fifth Hour!" #BenMaller #FSRWeekendsSee omnystudio.com/listener for privacy information.

It’s never a lazy Sunday on the Fifth Hour Podcast. Ben Maller is joined by Fox Sports Radio’s Briana Muro for a bippity-boppity edition of the popular Mail Bag. Benny explains how Cuba influenced the daiquiri, uncovers the stolen valor of the ice cream cone, and reveals Albert Einstein’s surprising appreciation for the human tongue—all before diving into questions from P1s and superfans across the globe. The duo tackles everything from SpaceX’s stock crash, Dwight Howard’s classic buffoonery, and the Tom Brady slap controversy to Best in Show comedy, Howard Stern’s one-day workweek, soccer propaganda, Porta-Potty Commandos, Hooters, and an ice cream shop owner making money by betting on the weather. It’s a rollicking ride through the weird, wild, and wonderfully random. Eavesdrop on the magical, mystical journey as your Sunday serving of radio comfort food is ready to enjoy. All questions sent in by new listeners & P1's of the #MallerMilitia! Download, subscribe, and remember that sharing is caring (unless it's an STD.) Follow Ben on Twitter @BenMaller and listen to the original terrestrial radio edition of "Ben Maller Show," Monday-Friday on Fox Sports Radio, 2a-6a ET, 11p-3a PT!...Follow, rate & review "The Fifth Hour!" #BenMaller #FSRWeekendsSee omnystudio.com/listener for privacy information.

He came to America with $7 in his pocket. Today: multi-billions in real estate acquisitions. And the #1 habit behind it all? GRATITUDE.

SCHEDULE FOR THE JOHN BATCHELOR SHOW, 7-17-2026Jeff Bliss discusses California's controversial "billionaire tax," an initiative designed to bridge the state budget gap that has prompted a significant wealth exodus to states like Texas. He also addresses Governor Newsom's shifting stance on wealth taxes and the re-emergence of past personal and political scandals. (1)Jeff Bliss celebrates the anniversary of Disneyland's 1955 opening, sharing memories of working as a "Yodeler" on the Skyway ride. The conversation shifts to vintage Las Vegas and impending Southern California weather, including a tropical storm system expected to bring 30-foot waves to the Wedge. (2)Richard Epstein analyzes President Trump's recent address questioning the 2020 election results and its potential impact on the 2026 midterms. Epstein explores the constitutional difficulties of removing a president for lack of judgment, arguing that political consequences remain the most viable remedy for irrational leadership. (3)Richard Epstein discusses his book on birthright citizenship, challenging the Supreme Court's interpretation of the 14th Amendment. He addresses the phenomenon of "birth tourism," the status of foreign-raised US citizens, and the relative silence from liberal scholars regarding his arguments on federal plenary power over naturalization. (4)Jim McTague reports on how Canadian wildfire smoke has stifled Lancaster County's tourist economy and created hazardous air quality. He also highlights rising gas prices and a local backlash against AI, where a borough rejected substantial revenue from a tech center due to automation fears. (5)Lorenzo Fiori describes Italy's extreme heatwave, with temperatures reaching 122 degrees, followed by the threat of violent thunderstorms. For relief, he recommends Radicofani in Tuscany, showcasing its medieval fortress, world-class olive oil, and traditional recipes like gratinated tomatoes paired with local Brunello wine. (6)Bob Zimmerman details SpaceX's launch abort for the Starship Super Heavy and the ongoing struggles of ULA. He highlights the $70 billion surge in private space investment, Amazon's expansion into South Africa, and Blue Origin'srevised employee stock options designed to retain talent in a competitive market. (7)Bob Zimmerman reports on the discovery of organic sugar molecules in interstellar space and the identification of a new exoplanet shepherd at Beta Pictoris. He also discusses Katalyst's mission to rescue the Swift telescope and Perseverance's findings on Mars regarding the planet's history of massive impacts. (8)Alan Mikhail recounts the arrival of Anthony and Grietje in 1629 New Amsterdam, noting their resilience during Kieft's War. Despite being banished to Long Island and facing prejudice as "the Turk," they built a prosperous estate, with Grietje emerging as a particularly assertive and foundational figure. (9)Alan Mikhail examines Peter Stuyvesant's hardline enforcement of the Dutch Reformed Church, including the violent persecution of Quakers and anti-Semitic attempts to banish Jewish settlers. The segment highlights the 1657 Flushing Remonstrance as an early, essential document in the American history of religious toleration. (10)Alan Mikhail describes how, as the English seized New Amsterdam in 1664, Anthony and Grietje transitioned into respectable property owners who aged into the colony's social fabric. Mikhail argues that these individuals, alongside long-resident enslaved figures like Mary Angola, should be recognized as the true founders of New York City. (11)Alan Mikhail relates how, following Grietje's death, Anthony remarried a burgher woman, reflecting his elevated social status despite earlier prejudices. Mikhail frames Anthony's life as a vital starting point for discussing Islam in North America, noting the parallels between historical biases and the challenges modern Muslim leaders face today. (12)Henry Sokolski discusses the security implications of a power outage at a US missile base, warning that electrical grids are now primary targets in "gray warfare." He notes that nations like Russia and Iran increasingly view civilian infrastructure as legitimate military targets to spread mayhem and leverage power. (13)Henry Sokolski analyzes the "Golden Dome" project, suggesting its true value lies in achieving space superiority rather than just missile defense. He emphasizes the need for passive defenses, like redundant transformers and public preparedness, to counter the rising threat of autonomous drone swarms and precision attacks. (14)Lilla Nóra Kiss warns about Nuctech, a Chinese-subsidized company dominating the European scanner market through predatory pricing. She highlights the security risks of allowing CCP-linked technology to handle sensitive border and cargo data, noting the company's origins at Tsinghua University and its opaque state support. (15)Lilla Nóra Kiss details how Tsinghua University serves as a conduit for laundering Chinese state technology and operations. She criticizes European regulators for viewing Chinese incursions through narrow "silos" like climate policy rather than recognizing the comprehensive national security threats posed by massive, integrated surveillance machines. (16)

Bob Zimmerman details SpaceX's launch abort for the Starship Super Heavy and the ongoing struggles of ULA. He highlights the $70 billion surge in private space investment, Amazon's expansion into South Africa, and Blue Origin'srevised employee stock options designed to retain talent in a competitive market. (7)1961

AI infrastructure is changing the economy faster than most people understand, and the real story is bigger than Nvidia, SpaceX, TSMC, or data centers. In this video, I'm breaking down the AI boom, chip demand, data center power, water usage, SpaceX valuation, China's AI infrastructure race, tariffs, inflation, grocery debt, and why I believe investing is one of the only ways everyday people can fight back financially.The Dark Side Of The AI Boom Nobody Wants To ExplainJoin our Exclusive Patreon!!! Creating Financial Empowerment for those who've never had it.

Christopher Nolan's $250M “The Odyssey” premiered yesterday… but so did an AI-generated $2K version.PayPal is in play, with a $53B acquisition offer… But the ultimate buyer could be SpaceX.$27 for a burger, fries, a cocktail, and a surprise… The # of Adult Happy Meals is up 21%.Plus, Lionel Messi's secret to soccer success?... He walks 63% of the time and stands still 25%.$IMAX $PYPL $SPCXGrab your Tickets to the IPO Tour: Our In-Person OfferingSan Francisco 9/23: https://www.ticketmaster.com/event/1C0064AFB5F688BDBoston 10/14: https://tickets.citywinery.com/event/tboy-the-ipo-tour-in-person-offering-8cdhupSeattle 11/4 (21+): https://www.axs.com/events/1446394/the-best-one-yet-ticketsNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.

Plus: Apple and Nvidia vie for the title of most valuable publicly traded U.S. company. And investors continue to punish Netflix after disappointing earnings. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, the AI clown car somehow shifted into another gear. Apple is suing OpenAI over alleged trade-secret theft, newspapers accuse ChatGPT of training on stolen journalism while asking a judge to sanction the company, Anthropic is out here marketing AI with what looks like a feature-length anxiety attack, and Meta managed to launch—and kill—a creepy AI photo feature in less time than it takes to binge The Bear. Meanwhile, AI Appreciation Day wants you to thank the machines, but we'd rather thank the people still creating actual art while the rest of Silicon Valley burns cash convincing us the next chatbot is definitely different this time.Outside the AI bubble, the rest of the tech industry isn't exactly inspiring confidence. Volkswagen is cutting back on its lineup, New York paused new AI data centers before the electrical grid hits its limit, Europe and the UK are getting serious about keeping kids off social media, and publishers are finally realizing maybe feeding Google's AI isn't the best business move after all. Add in surveillance companies sulking over lost police contracts, lawsuits claiming Meta let algorithms decide who gets fired, smart glasses disqualifying cyclists, and a new pile of orbital junk threatening the satellites we depend on, and it's another reminder that "move fast and break things" eventually leaves you ankle-deep in broken glass.Of course, we still made time for the important stuff: Project Hail Mary, Black Bag, the return of Middle-earth with The Hunt for Gollum and rumors that OpenAI's "revolutionary” gadget might just be a smart speaker with delusions of grandeur. Throw in digital piano repairs, anti-data-center lawn signs, AI trying to sell solar panels, too much stuff at Downtown Disney, and you get another week where reality out-satirizes satire itself. As always, never build your house in someone else's backyard, and maybe don't let the chatbot build it either.Sponsors:CleanMyMac - Get Tidy Today! Try 7 days free and use code OLDGEEKS for 20% off at clnmy.com/OLDGEEKSDeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/755Watch on YouTube at https://youtu.be/Vv2W5OCBXR4SHOW NOTESVolkswagen will dramatically shrink its model lineup and factory footprintElon Musk Could Still Face Criminal Charges for Trying to Bribe Voters in WisconsinEurope takes step toward social media ban for kidsThe UK Is Planning a Social Media Curfew for 16- and 17-Year-OldsOnce Unimaginable, Publishers Are Preparing to Opt Out of Google SearchWhat are your plans for AI Appreciation Day?New Anthropic Ad Implies AI Could Kill Us AllThe Public Got So Mad at Meta's New AI Photo Tool That It's Scrapped AlreadyFlock Says ‘We Hope to Resume' Work With LAPD After Getting DroppedApple sues OpenAI over alleged trade secret theftApple F*cking Did It: One Month With Siri AIOpenAI faces sanctions bid as newspapers say ChatGPT was trained on stolen newsA Majority of Americans Now Support Seizing Wealth From AI IndustryNew York enacts first US ban on data center constructionAstronomers Found a Hidden Swarm of Space Junk Threatening Earth's Most Valuable OrbitLawsuit claims Meta's layoff decisions were made by AI, not humansJudge dismisses lawsuit accusing Apple of failing to stop CSAM on iCloudSmart Glasses Just Got a Pro Cyclist Nixed From a RaceProject Hail MaryGood Luck, Have Fun, Don't DieThe New ‘Lord of the Rings' Film Gets an Epic Filming AnnouncementBlack BagPhilips offers free replacements after update bricked smart lighting hubsWaze rolls out new AI features including Motorcycle and 'Less Chatty' modesThe OpenAI Mystery Device Will Reportedly Be Basically Just a Smart SpeakerPhoebe Gates' AI shopping app Phia reportedly claimed unearned affiliate sales through fake clicksThe End of Reading Is HereDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the Building‘The Mandalorian and Grogu' Is Finally Coming HomeDave Kendall, Creator and Host of MTV's 120 Minutes, Has DiedSam Neill, Jurassic Park Star, Dies at 78The DishSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

SCHEDULE JOHN BATCHELOR SHOW, 7-15-261904 PERSIAMichael Bernstam discusses China's "colonial" economic relationship with Russia, demanding natural gas at heavily subsidized domestic rates. Capitalizing on Russian weakness, Beijing insists Russia fund its own pipelines while China signals a shift toward supporting Ukrainian territorial integrity, effectively throwing Putin "under the bus" to pressure the West. (1)Michael Bernstam explores Houthi threats to the Bab-el-Mandeb strait, which could drive oil prices over $100 per barrel by choking global shipping. Simultaneously, Ukrainian drone strikes have crippled Russian refining capacity and shipping in the Black Sea, leading to energy rationing, electricity shortages, and potential food crises in Crimea. (2)Bob Zimmerman provides updates on SpaceX's Starship test flight and the FAA's rapid approval process. He details the deployment of version three Starlink satellites, rumors of a massive new Louisiana spaceport, and criticizes a Texaspolitician's "irrational" investigation into Elon Musk's government grants for rural internet access. (3)Bob Zimmerman explains why AI is currently inadequate for counting lunar craters, failing to meet human accuracy standards. He also highlights the discovery of a potential black hole in Omega Centauri, discusses the desolate nature of Mars's Jezero Crater, and notes the mysterious, unexplained "spokes" appearing in Saturn's rings. (4)Steve Yates analyzes the Taiwan People's Party's (TPP) historic visit to mainland China. Originally a pro-identity youth movement, the TPP is now seeking political power through a coalition with the pro-China KMT. This shift complicates Taiwan's political landscape, as the younger demographic overwhelmingly identifies as Taiwanese, not Chinese. (5)Cleo Paskal exposes Chinese cognitive warfare in the Solomon Islands, where identical pro-Beijing propaganda appeared in separate newspapers. She details China's aggressive pressure on Palau, utilizing economic threats, triad activity, and cyberattacks to force the nation to de-recognize Taiwan before an upcoming regional forum in late August. (6)Charles Burton discusses the strained Canada-US relations regarding the Gordie Howe Bridge. Disagreements over ownership and revenue sharing led Donald Trump to claim a "victory" by coercing Canadian concessions. This dispute has fueled hostility in Canada, leading to a boycott of US travel and alcohol imports in Ontario. (7)Charles Burton criticizes the lack of transparency regarding Chinese infiltration in the Canadian government. He argues that Prime Minister Carney's administration prioritizes business interests over national sovereignty, ignoring warnings about espionage and transnational repression while pursuing empty promises of doubled trade from Beijing to counter US tariffs. (8)Evan Ellis reports on the collapse of Cuba's electric grid, marking the third major blackout in nine days. While the island devolves into ruin, the Trump administration weighs military action against potential negotiations with the Castrofamily, as China and Russia provide only minimal, symbolic economic and political support. (9)Evan Ellis details the humanitarian crisis in Venezuela following twin earthquakes. While US Southern Commandprovides tactical aid, the corrupt and inefficient Rodriguez government is unable to respond to massive destruction, including thousands of deaths and ruined infrastructure. The situation highlights the inadequacy of the current Venezuelan regime. (10)Evan Ellis examines political instability in Bolivia involving Evo Morales and the upcoming inauguration of Keiko Fujimori in Peru. He also notes unresolved tensions over the Falkland Islands as Argentina faces Britain in the World Cup, emphasizing Javier Milei's strategic shift toward collaboration with the United States. (11)Evan Ellis analyzes judicial cruelty in Brazil, where Flavio Bolsonaro is barred from visiting his ill father. In El Salvador, President Bukele is seeking an unconstitutional third term. Despite his high approval ratings and security successes, the move raises alarms about the global trend of abandoning democratic constraints. (12)Thaddeus McCotter reflects on the death of Senator Lindsey Graham and the rising global pattern of political violence, including the murder of a UK MP. He also addresses credible Iranian threats to assassinate the US President, suggesting that decapitation strikes against heads of state have become routine. (13)Thaddeus McCotter connects global energy prices to military strategy, noting how Ukrainian drone strikes on Russianrefineries impact domestic affordability. He warns that the Republican party must clarify objectives in Iran and Ukraineto address MAGA base concerns regarding "forever wars" before the upcoming midterm elections. (14)Judy Dempsey discusses the US naval blockade of Iran and European concerns over energy security. She argues that European leaders find Trump's policies unpredictable and emphasizes that the future must be built on transparency, democracy, and accountability to counter the rise of authoritarian models like communist China. (15)Judy Dempsey highlights increasing threats against European politicians, particularly in Germany from the far-right AfD. Despite the current prominence of "strong men," she maintains that authoritarian systems are unsustainable because the human spirit fundamentally requires freedom, which dictatorships cannot provide or permit in the long term. (16)Headers and affiliations omitted, tail numbers (1)–(16). Corrections applied: Thaddeus McCotter (source had Thaddius), Cleo Paskal (source had Pascal), Omega Centauri (source had Centuri), and Jezero Crater (source had Jazero).

Bob Zimmerman provides updates on SpaceX's Starship test flight and the FAA's rapid approval process. He details the deployment of version three Starlink satellites, rumors of a massive new Louisiana spaceport, and criticizes a Texaspolitician's "irrational" investigation into Elon Musk's government grants for rural internet access. (3)

What's up, everybody? It's Tom Bilyeu here:If you want my help...STARTING a business: join me here at ZERO TO FOUNDER: https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20showSCALING a business: see if you qualify here.: https://tombilyeu.com/callGet my battle-tested strategies and insights delivered weekly to your inbox: sign up here.:https://tombilyeu.com/**********************************************************************If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you.**********************************************************************FOLLOW TOM:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeuStraight Arrow News: Go to san.com/tombilyeu to get the unbiased truth on the stories that matter, only on the Straight Arrow app. Let's exit the echo chamber.Quince: Free shipping and 365-day returns at https://quince.com/impactpodWhatnot: Download the Whatnot app today and get free shipping on your first order.ATT Business: Switch to AT&T Business at business.att.comShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Quo: Try for free PLUS get 20% off your first 6 months at https://quo.com/impactPaleovalley: 30 for $36 https://bit.ly/PaleovalleyITNetsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/TheoryWelcome to The Tom Bilyeu Show Live. In today's episode, Tom, Drew, and Ryan break down a packed news cycle starting with the biggest CPI inflation drop since Covid and why it may signal a deep economic sickness rather than a recovery. Tom walks through the mechanism behind the drop, the collapse in labor force participation, and what China's refusal to buy oil despite falling prices reveals about a hidden downturn tied to its $18 trillion housing crisis. The conversation connects the global energy picture directly to the Iran war, where Trump has now formally notified Congress that the US is at war, restarting a 60-day clock and shifting toward a doctrine of disproportionate response. The team explores how a softening economy could hand Trump a political win heading into the midterms, and what China's distraction could mean for Taiwan.From there the episode moves into election integrity and immigration, including a Senate seat filled without an election, the bundling of voter ID with a US-Israel military bill, and a heated three-way debate on incentive structures, ballot harvesting, and the populist moment. The crew digs into ICE temporarily suspending most vehicle stops after multiple fatal shootings, including the death of a Colombian man with a work permit who wasn't the target, and what humane, rule-of-law policing should actually look like. The group then has an extended debate on fully AI-generated political ads, network TV, satire, and whether the answer is regulation or a technological trust system. Finally, Japan reclassifies crypto as a financial instrument, banning insider trading and opening the door to spot crypto ETFs, alongside quick hits on Circle's national trust charter, an AI companion from the makers of Genshin Impact, a SpaceX-founded manufacturing startup, and an Indian company breaking China's grip on rare earth magnets.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.