Podcasts about Starlink

As SpaceX stock soars, we talk IPOs for space and beyond. We also focus on the market's reaction to a new Iran ceasefire agreement, the implications of the highly anticipated SpaceX IPO, and what these developments may signal about broader market conditions. We look over how IPOs have historically performed, why many high-profile offerings struggle after their debut, and whether SpaceX's valuation reflects genuine business fundamentals or investor enthusiasm. We also examined the economic impact of falling oil prices, shifting inflation expectations, upcoming Federal Reserve policy decisions, consumer spending trends, and why correlations often drive market narratives.  We discuss... The market's positive reaction to a renewed Iran ceasefire and the resulting drop in oil prices. Breakdown of the SpaceX IPO, its first-day performance, and why retail investors were eager to participate. How IPOs work and why many high-profile offerings historically decline after going public. Why company insiders often choose to take businesses public when valuations are most favorable. Past IPOs including Uber, Meta, Coinbase, Robinhood, and Rivian to illustrate common post-IPO price patterns. Whether SpaceX's valuation is justified by the strength of its Starlink business and launch operations. OpenAI, Anthropic IPO expectations and concerns about AI company valuations. How large IPOs can act as liquidity drains by attracting capital away from existing market leaders. Elon Musk becoming the world's first trillionaire and what that signifies for investor sentiment. How falling energy prices could help reduce inflation and improve economic conditions. Upcoming Federal Reserve leadership changes and expectations for future interest rate policy. Consumer spending trends and the role of Baby Boomer wealth in supporting economic activity. Why investors should focus on correlations rather than assuming direct causation in market movements. For more information, visit the full show notes at https://moneytreepodcast.com/ipos-for-space-625    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  

SpaceX just made history, raising $75 billion in the largest IPO the stock market has ever seen, now trading on NASDAQ at a $1.8 trillion valuation. 7investing's Simon Erickson break downs what you actually need to know as an investor. The SpaceX empire spans X (formerly Twitter, 600M users), xAI (the Grok-powering AI infrastructure running out of the 2-gigawatt Colossus data center), and 10,000 Starlink satellites serving 10 million subscribers across 164 countries. The scale is genuinely unprecedented.But the numbers tell a more complicated story. SpaceX did $20 billion in revenue last year, pricing it at 90x trailing sales, and generated just $1 billion in Q1 operating cash flow against $10 billion in quarterly capital expenditures. The company is burning cash aggressively, and the entire long-term thesis rests on Elon Musk executing on missions no company has ever attempted: orbital data centers, Starship, and eventually a Mars colony. This isn't a software company where you flip a switch and double revenue. These are physical, capital-intensive bets measured in decades.Simon and Heather are both passing on the IPO. The key man risk alone, Elon simultaneously running SpaceX, Tesla (NASDAQ:TSLA), X, and xAI, is the largest concentration of founder dependency in stock market history. Tesla (NASDAQ:TSLA) fans know this playbook: extraordinary vision, breakthrough results, but timelines that consistently slip years past what Elon says publicly. Full self-driving still isn't there. Orbital data centers won't be either, at least not on the schedule the prospectus implies.Near term, Starlink is the real business the only one generating meaningful cash flow and it's what will sustain SpaceX while Elon bets big on everything else. Expect another capital raise in 2026 and again in 2027. The real question for investors isn't whether SpaceX can change the world. It probably will. The question is whether a $1.8 trillion valuation gives you any margin of safety while it gets there. Right now, Simon and Heather say no.Join the conversation on the 7investing discord: https://discord.com/invite/PT9ZQqdXXSWant access to all our investing content? Join at 7investing.com/subscribe Stocks & Companies Mentioned:SpaceX (NASDAQ: SPCX)Tesla (NASDAQ:TSLA)Rocket Lab (NASDAQ:RKLB)xAI — private (subsidiary within SpaceX conglomerate)X (formerly Twitter) — private (subsidiary within SpaceX conglomerate)OpenAI — private#SpaceX #SpaceXIPO #ElonMusk #Starlink #IPOInvesting #SpaceStocks #TechIPO #GrowthStocks #StockMarket #StocksToWatch #TechStocks #SpaceInvesting #InvestingIn2026 #7investing #Simonerickson

A inteligência artificial já deixou de ser apenas uma ferramenta de automação e começa a assumir um papel muito mais estratégico dentro das empresas. Mas, no meio de tanto hype, como separar o que realmente gera resultado do que é só discurso de inovação? No novo episódio do Podcast Canaltech, Fernanda Santos conversa com William Colen, diretor de IA da Blip, sobre a nova fase da IA nas empresas, o impacto no mercado de trabalho, os desafios de implementação e como a tecnologia está começando a mudar atendimento, vendas e tomada de decisão dentro das operações. Durante o papo, eles também discutem: por que muitas empresas ainda falham ao implementar IA; como a tecnologia está mudando o trabalho humano; os setores que devem ser mais impactados nos próximos anos; e por que capacitar pessoas pode ser tão importante quanto investir em tecnologia. Você também vai conferir: Reino Unido quer barrar redes sociais para menores de 16 anos, Starlink quer baratear a entrada na internet via satélite e Fox acaba de fazer uma das maiores compras do mercado de streaming. Este podcast foi roteirizado e apresentado por Fernanda Santos e contou com reportagens de Marcelo Fischer, Nathan Vieira e João Melo, sob coordenação de Anaísa Catucci. A trilha sonora é de Guilherme Zomer, a edição de Leandro Gomes e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.

Met de beursgang van SpaceX is Elon Musk de eerste biljonair op deze aarde. Naast zijn rijkdom heeft hij ook nog eens veel invloed op wat er in de wereld gebeurt: zijn satellieten van Starlink waarmee hij oorlogen kan stilleggen, zijn social media kanaal X waar hij de polarisatie nog wat kan aanvuren en zijn nauwe banden met Donald Trump. Heeft deze man te veel macht en te veel geld? Of is dit een fenomeen van alle tijden, denk aan mannen als Ford en Rockefeller? Te gast is cultuurfilosoof dr. Jelle van Baardewijk, die gespecialiseerd is in bedrijfsethiek. Aan hem de vraag of er een grens is aan rijkdom en aan invloed.  Artikel van The Economist: https://www.economist.com/business/2026/04/16/could-ais-leading-men-become-as-powerful-as-ford-or-rockefeller

1. Celebration of Elon Musk & Capitalism The speakers frame Musk’s success as: Proof of free-market capitalism working effectively A result of innovation, entrepreneurship, and risk-taking They highlight: SpaceX technological achievements (reusable rockets, Starlink) Tesla’s role in electric vehicles Wealth generation not only for Musk but also: Employees Early investors Workers (e.g., welders, janitors becoming millionaires) 2. Criticism of the Political Left Elizabeth Warren Bernie Sanders Progressive politicians and media figures The critiques include: Accusations of envy and resentment toward wealth Claims that leftists: Want to tax or confiscate wealth Oppose individual success Promote government control over markets 3. Defense of Wealth Inequality Large fortunes (like Musk’s) are justified because they: Result from voluntary market transactions Deliver useful products and services Billionaires are portrayed as: Benefiting society through innovation Creating jobs and economic growth 4. Innovation & Technological Progress The document highlights Musk’s projects as transformative: SpaceX → space exploration, Mars colonization vision Starlink → global internet access Tesla → electric vehicles Boring Company → infrastructure innovation 5. Political Warning / Prediction The speakers express concern that: If left-leaning politicians gain power, they may: Target Musk and his companies Increase regulation and taxation Use government agencies against private enterprise Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the 47 Morning Update with Ben Ferguson and The Ben Ferguson Show Podcast Wherever You get You're Podcasts. And don't forget to follow the show on Social Media so you never miss a moment! Thanks for Listening YouTube: https://www.youtube.com/@VerdictwithTedCruz/ Facebook: https://www.facebook.com/verdictwithtedcruz X: https://x.com/tedcruz X: https://x.com/benfergusonshowYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.

The Greatest MAGA Military Recruiting Ad Ever. Iran and US Say They Have a Deal. Hegseth: Ecuador and Guatemala Are Next. Fox Gobbles Up Roku. USA Soccer Wins Big! Even Though Trump Called Them.  Sports is our mirror. On Saturday night, that mirror reflected the best of America — a 53-years-in-the-making Knicks championship built on a diverse, humble, durable team led by Jalen Brunson, a man who shook every hand on the losing side because integrity is doing the right thing even when nobody's watching. On Sunday night, the mirror reflected something uglier: a UFC card on the White House lawn, locked behind a Paramount Plus paywall, with no women on the card, fight bonuses paid in Trump-family crypto, and sponsors ranging from Elon's Starlink to Turning Point USA. The White House, Paul argues, was openly for sale — and most fight fans loved it. In this solo Monday briefing, Paul connects the dots between a triumphant Knicks parade week, a wildly effective piece of military-recruiting propaganda dressed up as an octagon, a U.S. World Cup team that just dropped three on its opener, a fragile Iran ceasefire with none of the original objectives met, Hegseth telegraphing Ecuador and Guatemala as next on the “Donroe” Doctrine hit list, and Fox swallowing Roku for $22 billion. He closes where the show always closes — with Brooklyn bikers carrying Narcan, an Angry Middle that isn't homeless but free, and a reminder that eternal vigilance is the price of freedom. -WATCH full video of this episode here. -Visit Kalshi and trade on anything. Use code [INDEPENDENT] to get ten dollars when you trade ten. -Join Noble Mobile today and get a $100 bonus when you use code PAUL and stay a member for 2 months! -Join IVA and help us get independent veterans elected to office. -Learn more about Paul's work to elect a new generation of independent leaders with Independent Veterans of America. -Learn more about American Veterans for Ukraine here. -Remember Independent is an Attitude. -Learn more about The Headstrong Project for Veterans, Tragedy Assistance Program for Survivors (TAPS), and Department of Veterans Affairs resources in your area. Seeking support is not a sign of weakness. It's a show of strength. If you or a loved one are in immediate crisis, dial 988 and press 1, or text 838255. Connect with Independent Americans: Subscribe on YouTube, Spotify, Apple Podcasts, and all podcast platforms Read more at Substack Support ad-free episodes at Patreon  Connect: Instagram  • X/Twitter • BlueSky • Facebook  Follow on social: @PaulRieckhoff on X, Instagram, Threads, and Bluesky -Join the movement. Hook into our exclusive Patreon community of Independent Americans. Get extra content, connect with guests, meet other Independent Americans, attend events, get merch discounts, and support this show that speaks truth to power.  -And get cool IA and Righteous hats, t-shirts and other merch now in time for the new year.  Independent Americans is powered by veteran-owned and led Righteous Media.  And now part of the BLEAV network!  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Iconic Edit Vol. 14 - In this week's episode of The Iconic Edit, we dive into a historic media and finance milestone: SpaceX's record-breaking $1.75 trillion public debut, making it the largest IPO in history. We break down what this massive shift means for the global economy, how Elon Musk's core assets like Starlink and XAI fit into the picture, and whether this concentrates too much power in the hands of one person. Beyond the trading floor, we tackle the massive cultural shifts reshaping entertainment and sports. From Taylor Swift's genius marketing partnership with Toy Story 5 and Jay-Z and Eminem's nostalgic reunion, to the internet completely cooking ESPN over its uncanny valley AI sports imagery, we look at why authenticity is winning. Plus, we explore how Broadway is staging a major, star-powered comeback and why independent podcasters are officially taking over World Cup coverage. Chapter Timestamps: 0:25 – Media Edit: Taylor Swift & Toy Story 5 Marketing Collaboration 1:35 – Culture Edit: Jay-Z & Eminem's Nostalgic Reunion Project 3:10 – Sports Edit: The US Golf Open's New Commercial-Free Ad Model 5:12 – Media Edit: How Podcasters and the Creator Economy are Taking Over the World Cup 7:07 – Sports Edit: ESPN's AI Image Backlash and Boundaries in Sports Media 9:24 – Culture Edit: The 2026 Tony Awards and Broadway's Star-Powered Comeback 12:25 – Deep Dive: SpaceX's Record-Breaking $1.75 Trillion IPO 14:43 – The Final Cut: What to Watch Next Week (World Cup, US Open, Cannes Lions, & SpaceX Join the ICONIC Community:  @iconicnationmedia  Instagram: https://www.instagram.com/iconicnationmedia/ TikTok: https://www.tiktok.com/@iconicnationmedia

Three massive semiconductor and computing developments are reshaping the future of AI infrastructure — and 7investing's Simon Erickson sits down with Nick Rossalillo of Chip Stock Investor to break them all down. First up: Cerebras Systems (NASDAQ:CBRS), which just went public on May 13th at $185/share (~$40 billion valuation) and is now trading near $46 billion at 90x trailing sales. The company's Wafer Scale Engine, a chip that uses an entire silicon wafer rather than individual diced chip, was designed specifically for AI inference workloads that NVIDIA (NASDAQ:NVDA) GPUs struggle to handle efficiently due to on-chip SRAM limitations. With potential $20 billion in orders from OpenAI and access via AWS, Cerebras is real, but neither Simon nor Nick is buying at this price. Their rule: wait a year before touching a fresh IPO.Next, SpaceX's freshly-raised $75 billion gets put under the microscope, specifically Elon's ambition to build orbital data centers. Nick walks through the SpaceX diagram: 70-meter solar panel wingspan, laser-based networking between compute modules, and the massive engineering challenges around power, heat dissipation, and in-orbit assembly. This isn't imminent, Starlink's next-gen constellation comes first — but if Elon can crack the economics, it would rewrite the rules of data center infrastructure entirely.Finally, Huawei's Tau Scaling announcement: a new architectural approach to chip performance that bypasses the need for extreme ultraviolet lithography (which China can't access due to ASML export controls). Tau temporal scaling focuses on minimizing signal travel time between transistors using logic folding, new materials, and 3D stacking. Huawei claims it could reach 1.5 nanometer equivalent performance by 2031. Simon and Nick are skeptical — 381 chips in six years is not mass production, and TSMC (NYSE:TSM) will be well past that node by then but it's worth watching as China continues building workarounds to Western export restrictions.Whether Moore's Law is dead or simply rerouting, the chipmaking industry is more innovative and more investable than it's been in decades.Join the conversation on the 7investing discord: https://discord.com/invite/PT9ZQqdXXSWant access to all 7investing research? Join at 7investing.com/subscribe Follow Chip Stock Investor  @chipstockinvestor  and https://chipstockinvestor.com/Stocks & Companies Mentioned:Cerebras Systems (NASDAQ:CBRS)NVIDIA (NASDAQ:NVDA)AMD (NASDAQ:AMD)SpaceX (SPCX)Taiwan Semiconductor Manufacturing Company / TSMC (NYSE:TSM)ASE Technology Holding / ASE Group (NYSE:ASX)Vicor Corporation (NASDAQ:VICR)ASML Holding (NASDAQ:ASML)Applied Materials (NASDAQ:AMAT)Lam Research (NASDAQ:LRCX)Intel (NASDAQ:INTC)Amazon / AWS (NASDAQ:AMZN)Alphabet / Google (NASDAQ:GOOGL)AST SpaceMobile (NASDAQ:ASTS)Samsung Electronics (KRX:005930)Huawei — private (Chinese company)OpenAI — privateLuckin Coffee (OTC:LKNCY) — mentioned as cautionary example#Semiconductors #MooresLaw #CerebrasSystems #CBRS #AIChips #NVIDIA #SpaceX #OrbitalDataCenters #HuaweiTech #TauScaling #ChipStocks #AIInvesting #TechStocks #GrowthStocks #StockMarket #InvestingIn2026 #7investing #Simonerickson

Send us Fan MailOnce in a while we have to repeat an old episode due to technical issues when we are on cruise ships thousands of miles away. Come on Starlink! Don't let the clouds get in the way. We have a bunch of past podcast that sit under lock and key and every Friday we release one just for you. We use to be called the Talking Dicks Comedy Podcast but now we 2 ALs 1 Pod. Enjoy. 2 ALs 1 Pod is a comedy podcast hosted by stand-up comedians Al Ducharme and Al Romas. Originally titled Talking Dicks Comedy Podcast, the show is a spinoff from their web series The Two Dicks, which features two inept 1950s detectives. The podcast blends observational humor, personal anecdotes, and satirical commentary, often revisiting classic episodes from their archives. With over 370 episodes, it offers a mix of new content and “vault” episodes, providing listeners with a variety of comedic material.  You can listen to 2 ALs 1 Pod on platforms like Spotify, Apple Podcasts, and Buzzsprout. For additional content, including video episodes and behind-the-scenes material, visit their Patreon page. https:/patreon.com/2als1podhttps://www.instagram.com/thetalkingdickscomedypodcast/https://twitter.com/DicksTwohttps://www.facebook.com/thetwodickshttps://www.facebook.com/The-Talking-Dicks-Comedy-Podcast-107101331446404Support the show

Seema Shah discusses key movers for investors to watch in Elon Musk's many business arms, including his newest publicly traded company: SpaceX (SPCX). She breaks down how Starlink factors into SpaceX's profits and where Grok stands among AI apps. Seema also points out headwinds she sees for X.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Pastor Stan shares 9 signs that we are in the Last Days. Today he will focus on the “Seven Thunders” which means “Release the Giants” and Starlink. 00:00 Intro 01:22 Seven Thunders 15:00 Release the Giants 17:55 Data Centers

Pastor Stan shares 9 signs that we are in the Last Days. Today he will focus on the “Seven Thunders” which means “Release the Giants” and Starlink. 00:00 Intro 01:22 Seven Thunders 15:00 Release the Giants 17:55 Data Centers

Les journalistes et experts de RFI répondent également à vos questions sur l'entrée en Bourse de SpaceX, la suspension du procureur général de la CPI et des manifestations anti-immigration en Irlande du Nord. RDC : la voie vers une nouvelle Constitution est-elle désormais ouverte ?  En RDC, un texte central en cas de changement de la Constitution alors que le deuxième et dernier mandat du président Félix Tshisekedi expire en 2028. Que dit ce texte ? De quelle manière pourrait-il faciliter la modification de la Constitution ? Quelles sont les prochaines étapes en vue de la révision de la Constitution ?  Avec Paulina Zidi, correspondante permanente de RFI à Kinshasa.      SpaceX : pourquoi son entrée en Bourse est-elle déjà historique ?  75 milliards de dollars levés en une seule journée. Un record historique. Ce vendredi 12 juin 2026, SpaceX a signé la plus grande introduction en Bourse jamais réalisée. Le groupe d'Elon Musk, qui réunit les activités spatiales, le réseau satellitaire Starlink et ses projets dans l'intelligence artificielle, a fait une entrée fracassante à Wall Street. Mais au-delà du record financier, que change réellement l'arrivée de SpaceX en Bourse ? Avec Jeanne Bartoli, journaliste au service économie de RFI.     CPI : le procureur général sera-t-il révoqué ?  Karim Khan a été suspendu de ses fonctions de procureur de la Cour pénale internationale. Déjà mis en retrait depuis mai 2025, il fait l'objet d'accusations d'agression sexuelle formulées par un membre de son équipe, des faits qu'il conteste catégoriquement. Pourquoi cette suspension intervient-elle seulement maintenant, alors que l'affaire a éclaté fin 2024 ? Que sait-on réellement des accusations ? Avec Stéphanie Maupas, correspondante de RFI à La Haye.       Irlande du Nord : pourquoi cette flambée de violences anti-immigration ?  La semaine dernière, Belfast a été le théâtre de plusieurs nuits de violences visant des immigrés. Ces tensions ont éclaté après une attaque au couteau pour laquelle un réfugié soudanais a été inculpé. Plusieurs habitations occupées par des étrangers ont été incendiées, tandis que des familles ont été contraintes de quitter leur domicile en raison de leur origine. Comment expliquer cette vague cette violence anti-immigration ? Avec Alma-Pierre Bonnet, maître de conférences en Civilisation Britannique à l'université Lyon 3.  

On June 12, 2026, SpaceX completed the largest initial public offering in history, raising $75 billion and officially debuting on the Nasdaq. This monumental financial event propelled Elon Musk to become the world's first trillionaire as the company's valuation soared to $2.1 trillion by the end of its first trading day. Investment experts and analysts highlight that while the stock saw a nearly 20% surge, the listing was characterized by unprecedented scale and strategic scarcity engineering by lead underwriters like Goldman Sachs. Beyond the financial figures, the sources emphasize how SpaceX's affordable launch costs and Starlink satellite business are establishing the critical infrastructure for a new era of space-based innovation and AI data centers. While the debut was a massive success, market commentators warn that historical data suggests long-term volatility for high-valuation IPOs once initial investor lockup periods expire. This historic milestone reflects a significant shift in global capital markets and solidifies the company's dominance in the burgeoning commercial space industry.

Jean-Pierre Diris, coordinateur interministériel IRIS² et GOVSATCOM, était l'invité de François Sorel dans Tech & Co, la quotidienne, ce lundi 15 juin. Il s'est penché sur la nouvelle constellation de satellites européenne en réponse à Starlink, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.

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

Patrick Moorhead and Daniel Newman cover Tim Cook's final WWDC as CEO and Apple's Gemini-powered Siri strategy, the $35 billion Apollo and Blackstone deal backing Anthropic's capacity expansion, Intel's packaging wins with Google and NVIDIA, SpaceX's IPO at a $1.77 trillion valuation, Anthropic's Claude Fable 5 and Mythos 5 launch across every major cloud, and earnings reactions from Oracle, Micron, and Adobe. The handpicked topics for this week are: Apple's Siri AI Will Run on Gemini, Closing Out Tim Cook's Final WWDC as CEO: At WWDC, Apple confirmed Siri AI will run on Gemini through a new billion-dollar per year, multi-year deal, while Apple's Foundation Model Cloud Pro runs on NVIDIA GPUs inside Google Cloud. The announcement marks Tim Cook's last WWDC as CEO before John Ternus takes over on September 1. Apple isn't building its own AI cluster or competing on CapEx. They're betting that by owning the consumption layer, backed by access to health data and private messaging through iMessage, Apple will have a moat that compute spending can't replicate. (The Decode) Apollo and Blackstone Close the Largest Private Credit Deal Ever Backing Anthropic's Capacity Expansion: A $35 billion deal, the largest private credit transaction on record, will fund Google TPU capacity tied to Anthropic's compute needs, with Broadcom backstopping senior debt tranches and Google backstopping lease payments. The structure treats compute as a lendable asset class and signals more than 20 gigawatts of demand still being built out through 2028. Circular financing between chipmakers, cloud providers, and AI labs has moved from controversial to standard practice. (The Decode) Intel's Foundry Wins Packaging Work on Google's TPUs, Not a Full Fab Deal: Reports that Intel landed a deal tied to Google and NVIDIA reframe what's actually being handed off. Intel gets the packaging work on over 3 million TPUs, the compute die stays with TSMC, and the I/O die is being negotiated with Samsung at 2nm. INTC rose 12% Monday. The deal represents a low-risk path for Intel to augment, not replace, TSMC, while raising questions about anti-competitive dynamics in the foundry market. (The Decode) SpaceX Becomes an AI Infrastructure Company With a $1.77 Trillion IPO: SpaceX's IPO priced amid oversubscribed demand, with its valuation now reflecting not just Starlink connectivity and launch dominance but a newly material AI business, including AI1 orbital data center tests planned for late 2027 and a $920 million per month Google compute contract running through 2029. A sum-of-the-parts breakdown of the connectivity, launch, and AI segments lands well short of the trading price, with the gap largely explained by confidence in Elon Musk's track record of execution. (The Decode) Anthropic Launches Claude Fable 5 and Mythos 5 Across Every Major Cloud: Anthropic shipped Claude Fable 5 and Mythos 5 with same-day availability across Snowflake, AWS Bedrock, Vertex AI, and Microsoft Foundry, pricing at $10 and $50 per million tokens. The hyperscaler-neutral distribution strategy lands ahead of Anthropic's anticipated IPO. The models represent a real step up in research capability over Opus 4.8, but they come with a significant change. Users no longer have the option to opt out of data sharing with Anthropic, a shift some enterprises, including Microsoft, are already responding to. (The Decode) Is SpaceX a Once-in-a-Generation Entry or the Top of the Market? One side argues SpaceX represents a generational opportunity on par with early Amazon or Netflix, with interplanetary travel and off-world resource extraction as the long-term payoff that justifies looking past current valuation math. The other side argues this is peak euphoria: a company trading at roughly 95 times sales, propped up in part by circular investment from Google into both SpaceX and its AI segment, with a steep drawdown likely before any sustained climb. (The Flip) The Chip and Security Trade Reverses From Broken to Bifurcated: The semiconductor sector posted its biggest single-day gain since 2020, with the SOX up 5% on Monday, June 8, as a prior selloff in names like Broadcom, CrowdStrike, and Palo Alto Networks fully reversed. Intel rose 12%, Marvell 10%, and Corning 7%. The rebound reframes the AI trade narrative from a broad breakdown to a split between winners and laggards within the same sector. (Bulls & Bears) Oracle Posts a Record Quarter, But the Market Focuses on a $50 Billion Funding Plan: Oracle delivered record revenue of $19.2 billion, up 21 %, with EPS of $2.11, beating estimates of $1.89. IaaS grew 93 %, the fastest pace among hyperscalers, and RPO hit $638 billion, up $85 billion quarter over quarter, including $75 billion in AI contracts. FY27 guidance of $90 billion was maintained, and EPS guidance was raised, yet the stock fell 5% after hours amid concerns about Oracle's capital spending plans. Oracle's AI cloud backlog now exceeds those of AWS, Google, and Microsoft, built heavily on commitments from Anthropic and OpenAI. (Bulls & Bears) Micron's Profit Trajectory Puts It in Google's Earnings Tier: Micron is projected to generate nearly as much profit in 2027 as Google, with Q2 revenue of $23.86 billion, up 22 % and beating estimates, and Q3 guidance of $33.5 billion in revenue, $19.15 EPS, and 81 % gross margin. The stock is up 776%, with Wall Street firms, including UBS, raising price targets. The open question is whether memory has broken its historically cyclical pattern given sustained AI demand. (Bulls & Bears) Adobe Beats Across the Board, But the Stock Drops on CEO Departure and Freemium Pivot: Adobe posted record revenue of $6.62 billion, up 13 % and beating consensus of $6.45 billion, with non-GAAP EPS of $5.96, topping estimates of $5.81. AI first ARR tripled year over year to over $500 million, with total ARR reaching $27.1 billion, and FY26 guidance was raised. The stock still fell 5.5 % after hours, driven by the CFO's departure to Marvell and market concern over a strategic shift toward freemium pricing that delays near-term profitability. (Bulls & Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Apple WWDC- Apple Caves to Google AND NVIDIA — Siri AI Runs on Gemini ($1B/yr) + Apple Foundation Model Cloud Pro Runs on NVIDIA GPUs in Google Cloud; Tim Cook's Final WWDC as CEO Before John Ternus Succeeds Him Sept 1 https://www.cnbc.com/2026/06/08/apple-wwdc-2026-live-updates.html Google's $35B Infra Deal — Apollo + Blackstone Close the Largest Private Credit Deal Ever; Broadcom Backstops Senior Tranches; Google Backstops Lease Payments https://www.reuters.com/business/apollo-blackstone-back-anthropics-35-billion-capacity-expansion-new-broadcom-tie-2026-06-09/ Intel's Foundry Reportedly Wins Google Packaging (Not Full Fab) — The Information Reframed: 3M+ TPU Packaging by Intel, Compute Die Still TSMC, I/O Die Being Negotiated With Samsung 2nm; INTC +12% Monday; Pat Calls Out TSMC Anti-Competitive Risk https://www.trendforce.com/news/2026/06/09/news-intel-foundry-gains-momentum-as-google-reportedly-orders-3m-tpus-nvidia-evaluates-18a-for-multi-die-gpu-design/ SpaceX Becomes an AI Infrastructure Company — Friday IPO at $1.77T; AI1 Orbital Data Center Tests Late 2027; Google $920M/mo Compute Contract Through 2029 https://finance.yahoo.com/markets/stocks/articles/spacex-poised-history-record-75-100000402.html Anthropic Ships Claude Fable 5 + Mythos 5 — Same-Day Distribution Across Snowflake, AWS Bedrock, Vertex AI, Microsoft Foundry; Hyperscaler-Neutral by Design Ahead of IPO; $10/$50 per M Tokens https://www.anthropic.com/news/claude-fable-5-mythos-5 The Flip FOR: https://www.cnbc.com/2026/06/11/spacex-billionaire-investing.html AGAINST: https://www.nytimes.com/2026/05/20/technology/elon-musk-spacex-ipo.html Bulls & Bears The Chip + Security Tape Recovery — SOX +5% Monday June 8 (Biggest Day Since 2020); AVGO/CRWD/PANW Selloff Reversed; Intel +12%, Marvell +10%, Corning +7%; the AI Trade Pivots From "Broken" to "Bifurcated" https://www.investopedia.com/stock-market-today-dow-jones-s-and-p-500-06082026-11992852 Oracle (ORCL) Q4 FY26 ACTUALS — Record $19.2B Rev (+21%), EPS $2.11 Beat ($1.89); IaaS +93%; RPO HITS $638B (+$85B QoQ, $75B AI Contracts); FY27 $90B Guide Maintained, EPS Guide Raised; Stock −5% AH on Massive Capex Plan https://www.tradingkey.com/analysis/stocks/us-stocks/261959450-oracle-record-q4-2026-earnings-report-cloud-data-center-stock-tradingkey "$MU Will Generate Almost As Much Profit in 2027 as $GOOGL"; Q2 Rev $23.86B (+22% Beat), Q3 Guide $33.50B / $19.15 EPS / 81% GM; MU Stock +776%; UBS Among Wall Street Raising Targets https://247wallst.com/investing/2026/06/11/wall-street-just-put-a-monster-target-on-micron-is-the-stock-still-too-cheap/ Adobe (ADBE) Q2 FY26 ACTUALS — Record $6.62B Rev (+13%) Beats Consensus $6.45B; Non-GAAP EPS $5.96 Beats $5.81; AI-First ARR Triples YoY to $500M+; Total ARR $27.10B; FY26 Guide RAISED; Stock −5.5% AH Despite Beat-and-Raise https://www.businesswire.com/news/home/20260611677110/en/Adobe-Reports-Record-Q2-Results    

Analysts Don Kellogg and Roger Entner celebrate the 300th episode of the show by welcoming telecom legend Craig Moffett, co-founder of Moffett Nathanson, to discuss all things convergence, including the current state of fiber buildouts, evolving bundling strategies, and what market cycles may be signaling for the future.00:00 Episode intro01:00 Convergence and the state of the fiber buildout04:52 Density and overbuilding06:15 Diminishing buildout returns09:45 Data center demand and labor questions11:16 Aerial vs. buried deployment cost concerns13:43 Is bundling actually profitable?18:05 Fiber growth at the expense of wireless20:51 Broadband price compression may signal a coming crisis23:29 What will future buyouts look like?25:38 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Craig Moffett, convergence, fiber, FWA, cable, Starlink, BEAD, Cox, Charter, rural, buildout, density, data centers, Verizon, AT&T, Fios, bundling, ILEC, T-Mobile, copper, VoIP, buyouts

Bloomberg reported that SpaceX shares rose after a record IPO and were set to extend gains. The company operates both launch services and the Starlink satellite broadband network, supported by multi-year contracts with NASA and the U.S. Space Force. SpaceX executed ninety six orbital launches in 2023 and had more than five thousand Starlink satellites in orbit by mid 2024. A strong listing can reset valuation benchmarks for peers such as Rocket Lab, Iridium, and Viasat while influencing private competitors like Blue Origin and AST SpaceMobile. Founders should watch governance choices, employee liquidity, and lockup terms, along with regulatory requirements from the FAA and FCC. The aftermarket will inform how analysts model unit economics and how investors price capital-intensive growth in aerospace and adjacent industries.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Join the team for a look at the latest aviation news from around the world and across the UK. in this week's show we've got Starlink updates, a cargo collapse at Bournemouth, a new plane at Bembridge, a very long-haul Airbus, and some United passengers getting their miles in.     In the military world, we have another fabulous update from Armando, plus our usual dusty offerings from the back of the aviation cupboard, with our Retro Airline Ad of the week.  You can get in touch with us all at : WhatsApp +447446975214 Email podcast@planetalkinguk.com or comment in our chatroom on YouTube.

“We are all in the gutter, but some of us are looking at the stars,” Oscar Wilde wrote in his 1892 play Lady Windermere's Fan. This week, Elon Musk managed — not for the first time — to be simultaneously in the stars and the gutter. SpaceX's IPO valued his rocket company at $2 trillion — making Musk, officially, a trillionaire, the richest person in the world by a very large margin. The space Musk — the defiant genius who bet everything on a reusable rocket and the promise of a cosmic monopoly — is astonishing. The Wall Street Journal called the IPO a Goldilocks debut with Musk starring as the three bears. But there is another Musk — the one in the gutter, promoting white nationalist violence from his platform on X. This week Musk not only stoked the anti-immigrant riots in Belfast but reiterated his support for the English white supremacist gangster Tommy Robinson. So is this another Strange Case of Dr Jekyll and Mr Hyde, Robert Louis Stevenson's 1886 novella? Keith Teare, publisher of That Was the Week, certainly thinks so. While Keith is in awe of Musk's entrepreneurial genius at SpaceX, he seems to excuse Musk's support for Tommy Robinson's paramilitarism. “I'm not even sure I like him,” Keith confesses in his musings on “civilisation.” Nor do the rest of us. But I wonder if this good/bad Elon narrative is too convenient. There is an uncomfortable symbiosis between Musk's journey to SpaceX and to white nationalist violence. For all the utopian cornucopia of space, our earthly reality is one of scarce land and fear of immigrants — Trump, Tommy Robinson, and this weekend's Swiss referendum on capping its population at 10 million. For all the Muskian promise of cosmic abundance, today's Muskian politics is paranoid and exclusionary. So maybe it's not just Elon. Everyone these days is simultaneously in the gutter and looking up at the stars. Five Takeaways •       SpaceX: From El Segundo Warehouse to $2 Trillion Juggernaut: SpaceX is 25 years old. It started in a warehouse near Los Angeles, in an area with a concentration of rocket scientists. Musk bet almost all of his Tesla gains on the idea of a reusable rocket — and nearly lost everything. Then a rocket worked. Since then: iterative improvement, the rockets getting bigger and more reliable, a virtual global monopoly on delivering payloads to space, Starlink (satellite internet that actually works at gigabit speeds), and NASA subcontracting its launches. Now: $2 trillion at IPO, Musk a trillionaire. Wall-to-wall applause from the startup world. Wall-to-wall pylon on social media. Both simultaneously true. •       The Grimace vs the Applause: Andrew vs Keith's Media Diet: Keith says most commentators are grimacing at the valuation and Musk's net worth. Andrew says the serious press — the Wall Street Journal, even the New York Times — is largely applauding. The exchange reveals the media bifurcation: mainstream outlets cover the achievement; social media — X, Facebook, LinkedIn — is wall-to-wall outrage about a trillionaire in a world of growing inequality. Keith's verdict on Musk: he doesn't care whether people like him. Neither, in Keith's view, should we. You judge him not on likability but on criteria: civilization or net worth. Different criteria, different judgment. •       California and Europe: The Failure of Government: Fareed Zakaria in the Washington Post: California is a case study in failed government. Andrew had Jonathan Weber on the show this week — City on the Edge, the historic dysfunctionality of San Francisco city government. Fukuyama is trying to be optimistic about Europe's liberal future. Keith's counter: Fukuyama ignores the structural problem — top-heavy EU bureaucracy that overrides countries, producing dislike of the EU in every European nation, even France, which built it. Populism, Keith argues, is not the disease. It's the symptom. The disease is twenty years of bad policy. •       Bernie Sanders Finally Had an Insight: The Sovereign Wealth Fund: Sanders has proposed a sovereign wealth fund owning 50% of all high-growth AI companies, giving every citizen ownership shares. Keith, who last week said 50% wasn't enough, this week credits it as the first genuine insight Sanders has had. The kicker: David Sacks — arch right-winger, former PayPal Mafia, Andreessen Horowitz — agreed on his podcast and said it should be 75%. Keith's observation: when David Sacks and Bernie Sanders can agree on the direction, left-right labels stop helping. The question is just how to make capitalism's gains flow to everyone. •       Planning Beats Complaint: Keith's editorial closer. The choice is not between liking Musk and hating Musk, not between celebrating SpaceX and resenting its valuation. The choice is between complaining and planning. John O'Farrell, former general partner at Andreessen Horowitz, resigned and wrote an op-ed in the New York Times: “We can't let my former venture capital colleagues buy off democracy.” Gary Tan organised an Asian-American reaction against San Francisco's school board and won. Citizens who act beat citizens who complain. That's the week's lesson. That's Keith's lesson. Andrew is away next week. About the Guest Keith Teare is a British-American entrepreneur, investor, and publisher of the That Was the Week newsletter. He is a co-founder of TechCrunch and Andrew's regular TWTW co-host. References: •       That Was the Week by Keith Teare. •       Fareed Zakaria, “How California Became a Case Study in Failed Government,” Washington Post — referenced in the conversation. •       John O'Farrell, “We Can't Let My Former Venture Capital Colleagues Buy Off Democracy,” New York Times — referenced in the conversation. •       Francis Fukuyama on the liberal vision of Europe — referenced in the conversation. •       Episode 2938: Jonathan Weber on City on the Edge — referenced at the opening. About Keen On America Nobody asks more awkward questions than the Anglo-American writer and filmmaker Andrew Keen. In Keen On America, Andrew brings his pointed Transatlantic wit to making sense of the United States — hosting daily interviews about the history and future of this now venerable Republic. With nearly 2,900 episodes since the show launched on TechCrunch in 2010, Keen On America is the most prolific intellectual interview show in the history of podcasting. WebsiteSubstackYouTubeApple PodcastsSpotify Chapters: (00:31) - Introduction: SpaceX IPO, ...

IPO price. $135Retail. Process. Allocation. ConfirmationGavin Baker on 4th largest cloud ahead of Oracle. Jensen likes to give GPu's to people that can use themBrad Gerstner on how “smart” people lose money. Price target lower by $20.

Guten Morgen, das Heizungsgesetz soll dem neuen Gebäudemodernisierungsgesetz weichen. Öl- und Gasheizungen bleiben erlaubt, allerdings mit Quoten für Bio-Brennstoffe. Die Regierung erhofft sich mehr Freiheit. Dennoch bleibt Kritik: Umweltverbände warnen vor verfehlten Zielen und rechtlichen Risiken, die Opposition fürchtet zusätzliche Belastungen für Mieter und Betriebe. Derweil sprengt SpaceX mit seinem Börsengang an der Nasdaq historische Dimensionen. Mit einem Volumen von 75 Milliarden Dollar und einer gigantischen Bewertung von 1,77 Billionen Dollar ziehen die Pläne Investoren an. Das Unternehmen priorisiert langfristige Visionen wie Starlink oder Missionen zu Mond und Mars deutlich vor schnellen Quartalsgewinnen.

On June 12, 2026, SpaceX completed the largest initial public offering in history, raising $75 billion and officially debuting on the Nasdaq. This monumental financial event propelled Elon Musk to become the world's first trillionaire as the company's valuation soared to $2.1 trillion by the end of its first trading day. Investment experts and analysts highlight that while the stock saw a nearly 20% surge, the listing was characterized by unprecedented scale and strategic scarcity engineering by lead underwriters like Goldman Sachs. Beyond the financial figures, the sources emphasize how SpaceX's affordable launch costs and Starlink satellite business are establishing the critical infrastructure for a new era of space-based innovation and AI data centers. While the debut was a massive success, market commentators warn that historical data suggests long-term volatility for high-valuation IPOs once initial investor lockup periods expire. This historic milestone reflects a significant shift in global capital markets and solidifies the company's dominance in the burgeoning commercial space industry.

De slotkoers van de grootste beursgang ooit is bekend. 160 dollar en 95 cent. SpaceX is 2.1 biljoen dollar waard en Elon Musk is biljonair. Bij OpenAI en Anthropic kunnen ze rustig ademhalen, want de markt is niet stuk. Integendeel: beleggers hebben opnieuw betaald voor de mythe van Musk en tonen zich bereid om verregaande bedragen te steken in de bizarre waarderingen van AI-bedrijven die dit jaar naar de beurs gaan. Tijdens het laatste uur van de beursdag maakten Donner Bakker, Jochem Visser en hun gasten een extra uitzending richting die laatste koers op de borden. Gast Johannes Smit, portfoliomanager bij het Centive Global Equity Fund van IBS, legt uit wat dit betekent voor de markt en voor beleggers. Hij bespreekt het verdere verloop van de koers nu er aandelen kunnen worden verkocht door insiders, terwijl indexen juist gedwongen gaan kopen. En hij legt uit waarom de verregaande zorgen van indexbeleggers wat hem betreft onterecht zijn. Gasten Joe van Burik en Ben van der Burg, techcommentatoren van BNR en makers van De Grote Tech Show, bespreken hoe dit bizarre bedrijf nu in elkaar steekt en hoe dat zo is gekomen. Natuurlijk moet Musk zelf ook nog even langs de lat worden gelegd. Is zijn effect op het universum nou netto positief, of negatief? Hint: er is een goeie discussie over te voeren. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Hollerbach's German Restaurant World Cup watch parties with reserved seating and buffet options Germany vs Ecuador fan zone event and international match schedule Best and worst sports bar experiences for soccer fans 50th birthday celebration and reflections on reaching the milestone Savannah joins the Friday Free Show Giant birthday Mexican food feast plans Drunken memories of ordering everything at Taco Bell Nostalgia for classic Taco Bell buildings, beans, and pre-Fire Sauce days Emotional birthday moment and crying in front of a longtime friend Challenge of buying gifts after 20-plus years of friendship and business Broadcasting together longer than many people spend with family Realizing a 30-year radio career changes perspective and energy Birthday morning ruined by margarita-fueled stomach issues Funny Bone comedy show before birthday festivities Hat collecting addiction and impulse purchases Pedal steel guitar dreams and gift-buying frustrations Tiny gun and knife novelty belt buckles Video of a police officer accidentally shooting another during horseplay Why experiences often make better gifts than physical items Otto's High Dive birthday dinner, gift cards, stickers, and favorite dishes Fest punk festival passes and excitement for Lagwagon and Drag the River Rising punk festival ticket prices and aging punk fans with disposable income Memories of NoFX, Bad Religion, Descendents, Social Distortion, and more Meeting Hank Williams III and questions about his current life Concerns about aging musicians, health issues, and retirement Memory distortion and how stories change over time Unknown Hinson memories, Squidbillies, and later controversies St. Cloud Fourth of July celebration, fireworks, food, and family activities Nostalgia for old Florida and growing up around St. Cloud Savannah's travels to Morocco and Utila Presenting at an international crocodile conservation conference Humor versus academic seriousness in scientific presentations Harsh realities of desert travel including heat, sandstorms, and exhaustion Squat toilets, flexibility, mobility, and aging bodies Morocco's food, hospitality, and cultural experiences Eating camel meat and meeting wild camels in the desert Feeling like a celebrity in remote Moroccan villages Strange nighttime activity around a remote desert camp Discovering a hidden horned viper in the sand Desert crocodile history and possible reintroduction efforts Mysterious desert lakes, shotgun shells, and unanswered questions Cave rescues, scuba diving, and fear of underwater entrapment Why solitude underwater can feel peaceful Utila as an affordable Caribbean paradise Diving, snorkeling, reefs, and island life without cars Affordable beachfront lodging and local culture in Utila Stories from island elders, sailors, and world travelers The Jade Seahorse and its eccentric artist creator Building a lifelong legacy through art, landscaping, and passion projects Bone-covered bars, oddities, and unforgettable travel experiences Enjoying travel completely sober Hip replacement recovery update and return to running Becoming "The Thruster" through physical therapy exercises Bearcat THC seltzers as an alcohol alternative Summer plans and memories at Gatorland Gatorland bomb threat and rapid evacuation response Police horseplay shooting caught on camera Reflect Orbital's plan to use satellites to beam sunlight to Earth Environmental concerns around artificial nighttime lighting Starlink, global connectivity, and the future of surveillance Dancing robot accidentally kicks a child AI replacing workers and automated business trends Debate over supporting Team USA versus foreign World Cup teams Heritage, fandom, and choosing national teams Stories about sports fans with no connection to their teams Whether personal experiences create more authentic fandom America, patriotism, and national anthem etiquette Birthday Pub Sub tradition Disappointment with a soggy Publix chicken tender sandwich Strong opinions about crispy bacon versus floppy bacon Gratitude for listeners, BDM members, and birthday wishes Content plans during the break and Twitch returning Wednesday Thanks to everyone who supports the show ### Social Media https://tomanddan.com https://x.com/tomanddanlive https://facebook.com/amediocretime https://instagram.com/tomanddanlive Where to Find the Show Apple Podcasts: https://podcasts.apple.com/us/podcast/a-mediocre-time/id334142682 Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZWRpb2NyZXRpbWUvcG9kY2FzdC54bWw Tom & Dan on Real Radio 104.1 Apple Podcasts: https://podcasts.apple.com/us/podcast/a-corporate-time/id975258990 Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2Fjb3Jwb3JhdGV0aW1lL3BvZGNhc3QueG1s Exclusive Content https://tomanddan.com/registration Merch https://tomanddan.myshopify.com/

Get our Business Idea Database: https://clickhubspot.com/wjsl Episode 833: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) breakdown the biggest IPO of all time.  — Show Notes:  (0:00) what even is SpaceX (7:11) What even is a trillion dollars? (8:51) Launches explained (9:07) Starlink (14:07) Data centers in space (17:39) Starship (24:46) Grok (28:06) a wonderful business at a silly price? (34:16) the mission (37:51) SBF's $114B fumble (39:04) funny, weird, surprising nuggets from the IPO (42:35Who's getting rich this week? (51:13) The genius insight of Luke at Gigafund (55:46) Pessimists get to be right, optimists get to be right (59:12) Elon's comp package — Check Out Sam's Stuff: • Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com  • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC • I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out: beehiiv.com/mfm-challenge My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /

June 12, 2026: SpaceX made history with the largest IPO ever recorded, raising $75 billion in its NASDAQ debut and instantly becoming one of the most valuable companies in the United States. But under the hood, this isn't just a rocket company anymore. It's a bet on Starlink, reusable rockets, and xAI's massive AI infrastructure. Then I get into the first-ever appearance of OpenAI, Anthropic, and Google DeepMind leaders at the G7 Summit, and what it means when the most powerful AI companies in the world are now part of global policy conversations. Finally, I break down Jeff Bezos' $12 billion raise for Prometheus, a new company building an "artificial general engineer" that could reshape manufacturing, aerospace, pharma, defense, and the future of high-skill knowledge work.

Today's topic is the IPO of SpaceX.Now before anyone sends me an email, let me be clear. This is not a commentary on SpaceX as a company. SpaceX is arguably one of the most remarkable businesses built in the past century. They have transformed the economics of space launch, built a dominant satellite communications network through Starlink, and have demonstrated a level of innovation that few companies in history have achieved.The question is not whether SpaceX is a great company.The question is: What constitutes a reasonable value?-------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Story of the Week (DR):SuperBroIpoDystopia: Some key facts: MMa record-breaking $135 per share with$1.8T valuationTo make that math make sense, analysts estimate the company needs to grow its sales by 50% every single year for the next decadeSpaceX lost $4.9B last yearWall Street is Being Treated Like Order-Takers: Musk pre-set the IPO price strictly at $135 and dictating exactly which investors got allocations. This forced major investment banks like Goldman Sachs and Morgan Stanley to act as glorified order-takers without even knowing their exact compensation beforehandSaudi Aramco $1.7T; Alibaba: $237B; Facebook $118BNasdaq aggressively pushed through "fast-entry" rule changes specifically to allow mega-caps like SpaceX to bypass the traditional year of seasoning and enter the Nasdaq-100 in just 15 trading days. This forces passive index funds to buy in blindly to avoid tracking errorsMeme stocker bros: $100B in share orders30% of $75B offering is earmarked for individual retail investors. This effectively shifts late-stage, hyper-inflated valuation risk away from institutions and onto the public.BlackRock $5BInstitutional investors admitted that when they bought into SpaceX privately, they were given high-level revenue figures but were denied a copy of the actual balance sheet—an unprecedented lack of transparency for a company raising tens of billionsUniversity of Washington more than 10% of its $17B in assetsUNC about 10%SpaceX will make $75B in proceedsSaudi Aramco $26B; Alibaba $22BElon Musk's Absolute Voting Tyranny (80% of voting power)personal net worth has officially skyrocketed past $1.1TSpaceX's foundational scale was built on the back of the American public, securing over $20 billion in U.S. federal government contracts to fund its rocket developmentAntonio Gracias: personally lent Musk $1M to keep him afloat; his PE firm Valor gave $76MThat $1M lifeline and early institutional backing from 2008 have compounded into what analysts are calling the most lucrative return on a personal favor in business history.The Second-Largest Shareholder: Through various Valor entities, Gracias controls roughly 7.3% of SpaceX's Class A stock (more than 500 million shares)Gracias's stake is officially worth anywhere from $91B to over $140BThis single corporate listing instantly catapults Gracias into the ranks of the world's 50 richest people.The big party: combined valuation of $3.6TAnthropic ($965B) filed confidentially on June 1OpenAI ($1T) filed confidentially on June 8"We have not decided on timing yet; it may be a while because there are things we want to do that are likely easier as a private company. But it's a complicated set of tradeoffs, and this gives us the option to go public sooner if that ends up being best."What does it all amount to? 4 horrible objectives:Funding a Sci-Fi Passion Project with Public CashBecoming the Pentagon's Irreplaceable War MachineForget the folksy narrative that Starlink is just for connecting rural schools or isolated communities: SpaceX is systematically turning itself into the ultimate military contractorProject Starshield: Those satellites are the foundation for a highly classified, militarized version of the network designed for government surveillance, secure communications, and real-time battlefield tracking.Too Big to Regulate: By launching the vast majority of the world's payloads and controlling the dominant orbital communications network, SpaceX is making the U.S. military entirely dependent on its hardware. The ultimate point is to become so deeply embedded in national defense that the government can never afford to regulate, penalize, or dismantle Musk's empireAn Orbital Real Estate Land GrabBuilding a Borderless, Lawless EmpireSpaceX is attempting to build a tech infrastructure that exists entirely outside the jurisdiction of EarthUltimately, SpaceX isn't trying to save humanity from a dying Earth; it's trying to ensure that whoever controls Earth's future has to pay rent to Elon MuskIran threatens Elon Musk's companies in Middle East: Iranian state mediaAll of Elon Musk's companies in the Middle East are military targets for Iran as it retaliates against the U.S., Iranian state media outlet Fars reported.The targets include a regional Starlink ground station, according to Fars.Sen. Warren calls on SEC to delay SpaceX IPO, flagging concerns about valuation and governanceThe letter to the heads of the Nasdaq, S&P Dow Jones Indices, FTSE Russell and Morningstar Indexes sent on Thursday asked the companies whether they had made or considered rule changes based on lobbying from Elon Musk, other SpaceX officials or officials from OpenAI or Anthropic, and asked for any communications between the companies and the indexesLSEG, which owns the FTSE Russell, and Nasdaq declined to comment. Morningstar did not respond to a request from CNBC for comment.S&P Dow Jones Indices didn't comment on the letter, but the company noted it had decided not to change its rules regarding indexes: “S&P DJI determined that exceptions to these requirements should not be granted solely based on market capitalization,” it said in a statement to CNBC. “The decision not to adopt the proposed exceptions preserves core index principles by maintaining consistent application of these key requirements.”Democrats ask Goldman Sachs CEO why he's keeping lawyer who said she'd resign over ties to EpsteinGoldman Sachs CEO David Solomon is facing new scrutiny from congressional Democrats over his reported effort to retain the bank's top lawyer months after she said she would resign over revelations about her ties to convicted sex offender Jeffrey EpsteinIn a letter sent Wednesday:U.S. Senator Elizabeth Warren (D-Mass.), Ranking Member of the Senate Banking, Housing, and Urban Affairs CommitteeRepresentative Raja Krishnamoorthi (D-IL), Ranking Member of the Subcommittee on Health Care and Financial Services on the House Oversight Committee“Ruemmler ‘educated (Epstein) on how the law differentiates between underage victims of sex crimes and adult prostitutes…'”In February, Ruemmler announced her resignation from Goldman Sachs, effective June 30, 2026: “At the time, you stated that you “reluctantly” accepted Ruemmler's resignation. While Goldman Sachs has declined to comment on this matter, new reporting suggests that you ‘pressed' her to reconsider her resignation and instead move to a new position within the firm.”Teardown of Trump Phone Reveals Incredibly Embarrassing SecretA recent teardown by repair company iFixit confirmed that the T1 is an almost entirely unmodified HTC U24 Pro, a two-year-old and mid-tier Android phone, with a cheap coat of gold colorationTrump is selling an entirely Chinese smartphone, despite waging an economic war against the country.Apart from minuscule changes to the speaker grille and a lengthened flex cable, iFixit concluded that “everything is the same, except the pattern of holes in the case.”Goodliest of the Week (MM/DR):DR: Google and Meta denied new trial in youth social media addiction caseMM: In the United States, Solar Energy is Outpacing Coal for the First Time EverAssholiest of the Week - SPEED ROUND (MM):BP's useless, reactionary board of directors: BP drops net zero division in wake of boardroom turmoil; BP's new CEO Meg O'Neill rips up the energy giant's playbook—and the ‘green' era with it - 10Ryanair blowhard CEO Michael O'Leary: Ryanair investigated over charging parents to sit with children - 5EV killing GM and Mary Barra: GM is pivoting its battery expertise toward powering AI data centers and the grid - 10Every company that fired employees and replaced them with AI: Unfortunate Company Accidentally Blows Half a Billion Dollars on Claude in One Month; AI sticker shock hits corporate America - 10Everything out of Alex Karp's fat mouth: Palantir CEO Alex Karp says executives who brag about their AI cuts might as well ‘sign up for the Bernie Sanders manifesto'; Palantir CEO says AI companies 'don't understand how unlikeable they are'; - 10Sorry Liz, this is investors job: Sen. Warren calls on SEC to delay SpaceX IPO, flagging concerns about valuation and governance - 0Every investor in SpaceX IPO: Franklin Templeton to participate in SpaceX IPO, CEO Johnson tells CNBC; SpaceX IPO demand is approaching four times oversubscribed, source says; Wall Street's undignified SpaceX mania; SpaceX's president hints at a Tesla merger: 'That might make Elon's life a little easier' - 10Billionaires: Billionaires' Billions Are Increasing Faster Than Ever - 10Beef (not Ebola): Elon Musk Faces Backlash as a Horrific Texas Screwworm Outbreak Follows Brutal DOGE Budget Cuts - 10Mark: Meta Furious Over Bombshell Smart Glasses Revelation“Last week, Wired reported that Meta discreetly moved to infuse facial recognition tech into its popular smart glasses, as evidenced by a piece of code discovered in the Meta AI app by the magazine's journalists.” - 10Headliniest of the WeekDR: UBS CEO [Sergio] Ermotti hopes to step down before 2030MM: You Can Now Get a Religious Exemption From Using AI at Work“The funniest possible outcome of the AI mandate era is about to be HR departments discovering that ‘sincerely held religious belief' under Title VII has a much lower bar than they assumed, and Pope Leo handed every Catholic employee a written excuse,” tweeted San Francisco-based startup founder Corey Quinn. (Title VII of the Civil Rights Act prohibits employment discrimination and retaliation based on race, color, national origin, religion, and sex.)MM: Furious Judge Cancels Entire Trial After Finding Out Lawyers on Both Sides Used AIWho Won the Week?DR: HTC U24 Pro, a two-year-old and mid-tier Android phone. Or maybe it was the cheap gold paint?MM: Everyone religious - what CAN'T you opt out of using a religious exemption? PredictionsDR: Attacking dictator-run companies (i.e., Iran/Tesla) starts to enter the realm of normalcyMM: Atheists adopt a religion to opt out of tech bro oligarchies

Elon Musk has become the world's first trillionaire after SpaceX shares soared following the company's stock market debut in New York. Andrew Peach examines what's driving the company's remarkable rise from its Starlink satellite business to the enduring appeal of the Musk brand.Also on the programme, Switzerland is preparing to vote on proposals to limit population growth. But could restricting migration come at a cost to the country's economy?And we'll assess the legacy of one of the art world's biggest names, as David Hockney dies aged 89, and ask what continues to make his work so sought after and valuable.(Picture: A billboard of SpaceX is pictured on the day of SpaceX's initial public offering (IPO) at the Nasdaq MarketSite, in New York City, U.S., June 12, 2026. REUTERS/Jeenah Moon)

SpaceX sale a bolsa con una valuación cercana a los 1,75 billones de dólares y podría convertirse en una de las salidas al mercado más grandes de la historia. En este episodio analizamos qué hay detrás de la empresa de Elon Musk: los cohetes reutilizables, Starlink, la nueva carrera espacial, la inteligencia artificial y la enorme expectativa que el mercado está poniendo sobre su futuro. Pero la pregunta central no es si SpaceX es una empresa impresionante. La pregunta es otra: ¿cuánto de ese futuro ya está incluido en el precio? Hablamos de IPOs, valuación, FOMO, comparación con Tesla, exposición indirecta vía ETFs y los riesgos de comprar una gran empresa a un precio demasiado exigente. SpaceX sale a bolsa: ¿Oportunidad o precio demasiado alto?

This month, Mo and Jack host a live show on the SpaceX IPO, featuring investors and analysts breaking down the company's valuation, business lines, and long-term growth story: Howard Morgan (B Capital) Shaun Maguire (Sequoia Capital) Liz Stein (USIT) Dan Ives (Wedbush Securities) We discuss SpaceX's IPO valuation, Starship's progress, Starlink and Direct-to-Cell, orbital data centers, AI infrastructure, launch competition, public market appetite, and what it will take for SpaceX to grow into one of the most important companies in the world.   • About us • Arkaea Media is building the definitive media, events, and intelligence platform for the future of the defense industrial base. We deliver high-quality journalism and actionable insights that shape the business, policy, and investment decisions underpinning technically complex and highly regulated industries that influence global security. Our portfolio of publications includes Payload, Tectonic, and Ignition. • Payload: www.payloadspace.com • Tectonic: www.tectonicdefense.com • Ignition: www.ignition-news.com • Decoding Bio: www.decodingbio.com

Attack on Indian Manned Ships - Revenge for Starlink? | POJK on the Boil | Sumit Peer

The Information's Elon Musk reporter Theo Wayt and Crypto reporter Yueqi Yang talk with TITV Host Akash Pasricha about SpaceX's historic public debut, retail investor allocations, and price discovery happening via crypto perpetual contracts. We also talk with TMF Associates President Tim Farrar about Starlink's dropping ARPU, terminal cost subsidies, and upcoming launch site expansions, and The Information's AI reporter Stephanie Palazzolo about how Anthropic is blindsiding key partners like Figma and Canva by moving directly into the software application layer.Articles discussed on this episode: https://www.theinformation.com/briefings/spacex-shares-open-150-per-sharehttps://www.theinformation.com/briefings/crypto-traders-bet-spacex-ipo-popping-20https://www.theinformation.com/articles/anthropic-blindsides-business-partnersSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - SpaceX Goes Public in Historic $2T IPO 10:06 - Starlink Margin Squeeze & Telco Threats 19:57 - Inside the SpaceX Retail Trading Playbook 33:54 - Anthropic Blindsides Software App Partners

Der Börsengang von SpaceX ist kein normales IPO, sondern ein Stresstest für Anleger, ETFs und Indexanbieter. Deshalb dominiert er den ersten Teil unserer Q&A-Reihe: Tobias Kramer beantwortet eure Fragen zu SpaceX, Starlink, American Tower, DAX und FAZ-Index, Gesundheitsaktien und Depot-Transparenz – nüchtern, mit Zahlen, ohne Hype. SpaceX kommt zu 135 bis 162 Dollar je Aktie an die Börse, das entspricht einer Bewertung von 1,8 bis 2,1 Billionen US-Dollar. Neue Class-A-Aktionäre halten danach zusammen gerade einmal 11,5 Prozent der Stimmrechte, während Elon Musk über seine Class-B-Aktien mit zehnfachem Stimmrecht rund 85 Prozent der Stimmen kontrolliert. Tobias rechnet einen bewusst optimistischen Bull Case durch (400 Mrd. Umsatz und 30 Prozent Nettomarge bis 2033) – und landet selbst dann bei einer unbequemen Antwort auf die Frage: Wie viel Zukunft ist hier schon bezahlt? Die Themen im Überblick: ▪️ Starlink Mobile als Angriff auf Deutsche Telekom, T-Mobile US und den globalen Mobilfunkmarkt – Chance, Schwachstelle und Frequenz-Politik ▪️ Nasdaq 100 vs. S&P 500: Warum die Fast-Track-Aufnahme von SpaceX Kritik verdient – und der S&P 500 mit seinen Regeln überzeugt ▪️ American Tower: Hat der Funkturm-REIT gegen Starlink noch eine Zukunft? ▪️ SpaceX shorten? Warum Tobias dringend davon abrät – Stichwort Lock-up-Fristen und Optionsprämien ▪️ DAX oder FAZ-Index: Welcher deutsche Index gehört ins Depot? ▪️ Gesundheitsaktien (Abbott, Medtronic, Pfizer, Boston Scientific): Übersehener Sektor oder Value-Falle? ▪️ Depot-Einblick: Der Link zur Google-Sheet-Übersicht steht in den Timestamps Unterm Strich eine klare Absage an Bewertungsromantik: Große Visionen reichen nicht, wenn Anleger heute schon den Gewinn von übermorgen bezahlen. Schreibt in die Kommentare, wie ihr den SpaceX-Case rechnet: 2 Billionen gerechtfertigt, 60 Prozent Rückschlagpotenzial – oder seht ihr den Weg zu 10 Billionen? Und wenn ihr solche Q&A-Folgen wollt: Abonniert den Kanal und meldet euch für unseren Mail-Verteiler auf echtgeld.tv an – dort laufen Umfragen, Fragerunden und Verlosungen. Teil 2 mit den weiteren Fragen (u. a. Marvell Technology und LVMH) folgt in der nächsten Sendung.

O IPO da SpaceX está confirmado como o maior da história, avaliado em $1,77 trilhão! Mas será que vale a pena investir nas ações por $135 na estreia? Neste vídeo, faço uma análise completa sobre a abertura de capital da empresa de Elon Musk, os planos bilionários envolvendo a Starship, Inteligência Artificial (IA) e datacenters orbitais.Descubra também os grandes riscos ocultos que o mercado financeiro não está comentando: diluição de ações, o "Key Man Risk" (risco do homem-chave) com o próprio Musk e os imensos desafios de engenharia do Starlink V3.00:00 - O maior IPO da história do mercado01:18 - Por que Elon Musk vai abrir o capital?01:58 - Sumário executivo e uso dos $75 bilhões03:20 - Alta demanda e o interesse dos grandes bancos04:20 - A real missão de colonizar Marte06:16 - Como o Starlink financia a SpaceX07:56 - Nova era de Inteligência Artificial e Starship09:49 - Os riscos ocultos de diluição das ações10:38 - O float real e o destravamento de ações12:35 - Desafios de engenharia e os satélites V315:13 - Volatilidade e a tese dos datacenters orbitais16:16 - Risco do Homem-Chave: O fator Elon Musk18:01 - Expectativa de preço pós-estreia e estratégia20:04 - Vale a pena apostar contra Elon Musk?

Tot de sterren en daar voorbij. SpaceX is nu van de belegger: het ruimtevaartbedrijf is genoteerd aan Wall Street. Het is de grootste beursgang aller tijden. Deze aflevering hoor je wat er achter de schermen van deze beursgang gebeurt. Hoe de prijs tot stand komt, hoe de toekomst van het aandeel eruit ziet en waar het geld verdiend gaat worden. Ook gaan we je voorstellen aan Gwynne Shotwell. Dat is de vrouw die de dagelijkse leiding op zich neemt (en dus niet Elon Musk). Het is ook de aflevering waar we kijken naar andere, aanstaande beursgangen. Die van Anthropic en OpenAI. Is daar onder particulieren nog wel geld voor? En welke beursgang wordt het meest succesvol? Genoeg over beursgangen, laten we het hebben over overnames! Adyen neemt een Amerikaans bedrijf over. We kijken of ze dat verder helpt. Hebben we het ook over een mogelijke overname van ING, in België. Te gast: Nico Inberg van De Aandeelhouder (die aandelen SpaceX kocht) BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss the highly anticipated SpaceX IPO and the investment lessons investors can learn from one of the most talked about companies in the world. As SpaceX prepares to enter the public markets, investors are evaluating both the opportunities and risks associated with a company operating across aerospace, satellite communications, artificial intelligence, and emerging technology sectors.Paul and Jordan explore SpaceX's business segments, including Starlink, Starshield, launch services, satellite manufacturing, and artificial intelligence initiatives. They also discuss valuation considerations, historical IPO performance, market volatility, and why a great company does not always translate into a great investment at any price.The conversation focuses on maintaining perspective during periods of market excitement and reinforces the importance of diversification, risk management, and aligning investment decisions with long term financial goals rather than short term headlines.In this episode:● An overview of the SpaceX IPO and its anticipated market debut● SpaceX's business segments, including Starlink and artificial intelligence initiatives● Potential opportunities and risks associated with high profile IPOs● Why valuation matters even for exceptional companies● Historical IPO performance and investor expectations● The role of diversification and risk management● How long term investors should evaluate major investment opportunitiesThe opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.

India Cancels Starlink | Big Message to USA | CIA Suffers a Setback | Sanjay Dixit

Jeudi 11 juin, François Sorel a reçu Claudia Cohen, journaliste chez Bloomberg, Jérôme Marin, fondateur de cafetech.fr, et Frédéric Simottel, journaliste BFM Business. Ils se sont penchés sur l'IPO record de SpaceX, le leadership de Gwynne Shotwell au sein de l'entreprise, ainsi que sur la présentation des premiers satellites IA d'Elon Musk, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez-la en podcast.

EPISODE SNAPSHOT Welcome to The Bryan Air Podcast. Career intelligence for pilots. We break down executive moves, economic forces, and the technology reshaping how pilots are trained, assessed, and employed. Boardroom decisions land on your flight deck. We translate them first. No corporate spin. Just the intelligence pilots actually need. SAA just made a move that should put every South African pilot on alert. The airline has applied to have pilots, cabin crew, and key operational staff declared an essential service, and if it lands, your constitutional right to strike goes with it. Because the Labour Relations Act regulates the function and not the company, a ruling in SAA's favour would not stop at SAA. It would reach across the whole industry and bind every airline whose crews do the same job. We break down whether the bid actually has legs, why the legal threshold is narrower than SAA hopes, and what it really signals about the pressure building behind the scenes. In this episode of The Bryan Air Podcast, Bryan Roseveare and Ryan Parrock break down SAA's essential services bid and what it means for pilot strike rights, the launch of Riyadh Air, Qatar and Emirates strategy in a disrupted Middle East, a fake Air Canada captain, and the latest South African Airways aviation news. TIME-STAMPED FLIGHT PLAN 00:00 Intro and this week's headlines 00:38 Why we dug the 2010 Bafana shirts out of the cupboard 02:01 A quick favour before we get into it 02:36 SAA moves to declare pilots and cabin crew essential 05:01 Riyadh Air gets airborne: first 787 flights tracked live 07:03 Renewed conflict and what it means for regional airspace 08:56 Qatar, Oneworld, and the Philadelphia to Doha problem 10:13 Why Emirates is flying half-empty first class on purpose 13:31 The Air Canada captain arrested for flying without a licence 15:22 Fatal Gulfstream G200 crash in the Dominican Republic 16:54 Into the crew room: your comments this week 18:00 A Ryanair pilot of 10 years unloads on O'Leary 19:29 The real story on Ryanair crew pay and conditions 21:00 Is O'Leary a genius or a villain? We debate it 22:17 The hard question: so why not just leave? 23:32 Never resign with only one job lined up 24:26 Moving to the Middle East: an insider's honest advice 26:44 The bikes, the toys, and the money lessons we learned late 30:38 Starlink in the cockpit: connectivity versus sanctuary 33:30 Is in-flight WiFi killing the magic of flying? 36:13 Why the airport feels like anxiety, not adventure 38:16 Bafana Bafana and the World Cup sign off JOIN THE BRYAN AIR COMMUNITY Bryan Air is a career intelligence ecosystem for pilots. Sign up free to receive our weekly newsletter covering the disruption of AI in aviation, career strategy, and the analysis that does not make it into the episodes. Sign Up Free → https://bryanairpodcast.com/ FREE PILOT CAREER ASSESSMENT Where are you in your career? The Flight Plan is our free, AI-powered career intelligence tool. Answer 8 questions about your situation and get a personalised strategic assessment with specific moves tailored to where you are right now. Take the Free Assessment → https://pilotcareerintelligence.netlify.app/ RISK MANAGEMENT AND DECISION MAKING SIMULATOR Practise structured decision-making using live flights. Our AI-powered simulator lets you work through RMM and T-DODAR frameworks on real Flightradar24 data, with AI-generated scenarios and personalised debriefs. Built by Bryan Roseveare for pilots who want to sharpen the skills that matter most when things go wrong. Early bird: $29 one-time. Lifetime access. Try the Simulator → https://bryanair.tools/ LINKS Bryan Air, Career Intelligence for Pilots → https://bryanairpodcast.com/ Free Pilot Career Assessment → https://pilotcareerintelligence.netlify.app/ Risk Management and Decision Making Simulator → https://bryanair.tools/ Bryan Roseveare → https://www.bryanroseveare.com/ Watch on YouTube → https://www.youtube.com/@BryanAirPodcast Support on Patreon → https://www.patreon.com/bryanair

Liz Peek discusses SpaceX's $1.78 trillion IPO, questioning whether valuations for AI companies like OpenAI and Anthropic are sustainable. She notes that Starlink's profitability supports Elon Musk's moonshots. Despite inflation concerns, strong domestic private investment is currently driving U.S. economic prosperity while Europe struggles with over-regulation and high energy costs. (1)1954

SCHEDULE JOHN BATCHELOR SHOW, 6-9-2026.JUNE 1957.Liz Peek discusses SpaceX's $1.78 trillion IPO, questioning whether valuations for AI companies like OpenAI and Anthropic are sustainable. She notes that Starlink's profitability supports Elon Musk's moonshots. Despite inflation concerns, strong domestic private investment is currently driving U.S. economic prosperity while Europe struggles with over-regulation and high energy costs. (1)Liz Peek examines the influence of the Democratic Socialists of America in blue cities like Seattle and Los Angeles. She argues establishment Democrats fail to counter radical socialist propaganda. Concerns are raised over candidates promoting the abolition of prisons, drug use without judgment, and anti-Israel positions funded by extremist-linked donor groups. (2)Jonathan Schanzer analyzes the downing of a US Army helicopter by Iran near the Strait of Hormuz. He notes Trump's focus on a potential economic siege over expensive military munitions. Schanzer discusses rumors of IRGCleadership decapitation by Israel and suggests the regime is flailing due to internal disarray and chaos. (3)Jonathan Schanzer discusses the Israeli offensive in Lebanon, noting that Iran's influence is shrinking. He highlights Qatar's role as a state sponsor of terrorism that buys American influence through massive investments, totaling hundreds of billions. Schanzer warns that Qatar and Turkey remain primary patrons for the radical Muslim Brotherhoodextremist group. (4)Mary Kissel addresses the Iranian standoff, emphasizing the threat of "impregnable" nuclear facilities at Pickaxe Mountain. She notes Iran uses the Strait of Hormuz as leverage. Additionally, Kissel praises Ukraine's innovative drone technology for creating a stalemate against Russia and fostering a burgeoning, globally sought-after military-industrial complex within the war-torn country. (5)Mary Kissel highlights a regional trend toward liberty and transparency in the Americas, citing recent elections in Peru, Chile, and Argentina. She credits voters for rejecting failed leftist policies and discusses figures like Nayib Bukele and Javier Milei, the latter implementing a conservative agenda that is successfully reducing soaring Argentine inflation. (6)Joseph Sternberg explains China's reform of the Hukou residency system, which has limited internal migration since the 1950s. By granting migrants access to urban social services like healthcare and education, Beijing aims to reduce high household saving rates and stimulate domestic consumption to revitalize its slowing, multi-trillion dollar communist national economy. (7)Joseph Sternberg describes the UK Labour Party's internal strife as it debates returning to Blairite centrism versus far-left socialism. He critiques Keir Starmer's lack of decisive leadership during an anemic economic period. Meanwhile, Nigel Farage's Reform Party is successfully poaching Labour's traditional working-class voters in various important regional British parliamentary by-elections. (8)Gregory Copley analyzes the downing of a US helicopter off Oman, noting strategic differences between American and Israeli objectives. While the US seeks a deal, Israel aims for regime change. Copley highlights the weakened state of the IRGC leadership and discusses how new global oil sources are currently mitigating Iranian threats. (9)Gregory Copley reviews the historical failure of the Jimmy Carter administration during the Iranian hostage crisis. He explains that President Trump refuses to be "Jimmy Carter," instead seeking the total collapse of the IRGC leadership. Copley argues that internal public response in Iran is far more effective than military commando raids. (10)Gregory Copley reports on a rare Ebola outbreak and jihadi threats in Central Africa. He notes that local governments fail to fund necessary healthcare infrastructure, relying instead on outside aid. Additionally, Copley details the ongoing Ethiopian civil war and the complex regional power struggle over control of the vital Red Sea. (11)Gregory Copley discusses Prince Harry's desire to return to Britain due to financial depletion. He notes the lack of trust from King Charles and Prince William, and the dissipated public affection for the Duke. Copley also references his new book on the authority and success of constitutional monarchy as practiced today. (12)Josh Blackman traces the modern history of the death penalty from the 1972 Furman case to 1976's Gregg v. Georgia. He critiques the "evolving standards of decency" doctrine used by the Warren Court, arguing it reflects the views of elites rather than the constitution or the broader American general voting public. (13)Josh Blackman examines the Atkins v. Virginia ruling, which prohibits executing individuals with low IQs. He highlights the subjectivity of IQ tests and the lack of constitutional basis for such standards. Blackman notes that defendants now have incentives to intentionally fail these tests to avoid the death penalty in federal court. (14)Peter Huessy discusses US plans to deploy nuclear-capable F-35s in Europe to counter Russian threats. He explains Russia's "escalate to win" doctrine involving low-yield battlefield nukes for "surgical" strikes. Huessy warns that Russiapossesses thousands of non-strategic weapons, far exceeding current NATO theater capabilities and its lack of transparent weaponry numbers. (15)Peter Huessy details China's growing non-strategic nuclear arsenal and dual-use delivery systems. He explains that Beijing believes it can control escalation to keep the US out of the Western Pacific. Huessy emphasizes that NATOlacks a comparable response in Asia, as the US withdrew similar theater weapons in 1991. (16)

California is inviting questions about its elections because of a problem that is entirely solvable: the state takes too long to count ballots. This LA mayoral race is just the latest example.Let's look at what happened. On election night, Karen Bass was at 30 percent of the vote. Spencer Pratt was at 28 percent. Nithya Raman was around 20 percent. Every model from respected vote-modeling people that I saw indicated that Raman would gain more than Pratt in the later votes, presumably giving her enough to catch up to a less-distant third place without surpassing Pratt's campaign. Instead, we got an avalanche of late Raman support.Politics Politics Politics is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.The first vote drop had Raman running about 10 percent ahead of Pratt. The second was stronger. Then Friday came around, and things got really weird. Whether you want to ascribe malicious motives to it or whether it's totally above board and legitimate, the fact that this is happening on Friday for an election that happened on Tuesday becomes suspicious when Raman gets 40 percent of the vote total in a drop. She's not only running ahead of Pratt, she's running ahead of Bass. The same thing happened Saturday. The same thing happened Sunday. Now Raman is through to face Bass in the general a week after this sort of outcome — even in LA — seemed unlikely.Am I saying that somebody cured ballots after seeing the results? Am I saying somebody harvested ballots? No. I don't know specifics, and nobody else does, quite frankly. I'm saying you don't have to do this. Opening the process up this way is the reason you create suspicion. Is it odd? Yeah, it is odd. Even the people who thought Raman was going to overtake Pratt thought it would happen by the skin of her teeth at the very end. Nobody thought it was going to be over by the weekend. It's beyond expectations.I'm going to renew my call here, and it's not just me saying it. You've got systems in America that process a lot of votes really fast, and the way they do it is not rocket science. Florida created a system after 2000 that handles a lot of early voting and a lot of vote-by-mail, but those ballots are processed before Election Day and then dumped into the results when the polls close.If we're in an era of declining trust in elections, then I don't care how you think we got here. I don't care if you think it was Chicago in 1960, hanging chads in 2000, Democrats in 2020, Elon Musk and Starlink in 2024, or any of the other election fraud theories that have floated around American politics. What I care about is creating a system that we can all look at and say, “Seems like what happened.” I don't think California is close to having that, and it's only going to get worse if we don't make some big changes ahead of 2028.Chapters00:00:00 - Intro00:03:22 - California Results00:13:57 - Interview with Bill Scher00:35:08 - FISA00:38:06 - Walz and Ellison00:41:19 - Dems' New Super PAC00:44:09 - Interview with Bill Scher, con't01:13:13 - Wrap-up This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.politicspoliticspolitics.com/subscribe

A major RV industry CEO is stepping down in a surprising shakeup. Battle Born Batteries is taking one of YouTube's biggest solar influencers to court. Ram has a new package on its ProMaster chassis aimed at van lifers, and there may be a new rugged battery-powered Starlink dish on the way. Plus, the Forest Service has killed 30 different mobile apps, launching one new all-encompassing platform to replace them, though it's missing one big feature. The Liquified giveaway: https://liquifiedrv.com/ *Support RV Miles and independent RV journalism

Show DescriptionDave's upgrading his office with a 3D printer, Chris is ordering 3D printed parts for his van, using mobile Starlink, Chris redesigned his website, playing puzzle games like Statedoku, Chess Peace, and Clues by Sam, how CodePen is going to support pointing domains at your app, and what Vite getting bought by Cloudflare signals. Listen on WebsiteWatch on YouTubeLinks Kagi - Reclaim the Web & Restore Your Privacy A week on the road The New Van – Chris Coyier Chris Coyier – Web craftsman, blogger, author, speaker. Social RSS (?) – Chris Coyier Statedoku — Daily US States Puzzle | Sudoku Meets American Geography Chess Peace - A Peaceful Chess Puzzle Game for iPhone, iPad & Mac Clues By Sam Online Courses • Josh W. Comeau JavaScript for Everyone - Piccalilli SponsorsMacroMacro is a tool to cut through the noise - It's a workspace built for engineers; One place for all your emails, tasks, team chat, and documents. Sign up at Macro.com and get $100 of your subscriptions using code SHOPTALK100

In this week's Stansberry Investor Hour, Dan welcomes Dave Lashmet back to the show. Dave is the editor of Stansberry Venture Technology, an advisory that takes a "venture capitalist" look at the market. Dave scours the market looking for little-known small-cap companies that are potentially producing the next wonder drug or technology.   Dave kicks things off by discussing the SpaceX IPO. He calls the company a "Tower of Babel," saying the best use case for Starlink is to replace cell phone towers. However, Starlink's satellites can only provide service for up to 1,000 people. In rural areas, this is fine, but larger cities and the surrounding areas would have higher demand. Additionally, Dave says that there's a 10-year gap between Earth-based and space-based communications. Unlike cell phone towers, satellites have to go through additional processes to ensure that they will function properly while they're in orbit. But in the midst of the IPO, Dave says that Alphabet subsidiary Google will be a major winner. (0:00)   Next, Dave shares how the SpaceX IPO will result in many folks investing in 401(k)s to be holding shares of the company unintentionally and how that happens. And they'll have an unreasonable percentage of their portfolio owning a stock that isn't gushing cash. Dave then talks about how cameras will be the future of space. Sony's research and development division created a "four-color camera" that operates on the red, green, blue, and shortwave infrared spectrums. Infrared doesn't currently work in any functional capacity for everyday users, but for the companies that build telescopes, the next breakthrough was evident. And this technology can help with "seeing" better than other cameras. (19:52)   Finally, Dave breaks down "near space," the region of the atmosphere between the stratosphere and space. It's tricky to station anything there due to the high amount of air resistance and insufficient amount of air that could support the lift needed for wings, so there's little interest in going there. But one company Dave is looking at is developing the "basking shark" capable of enduring in near space. And if the U.S. government wants its "golden dome," it needs to go to this company. And Dave marvels at how space is able to improve many things on Earth that wouldn't be possible otherwise. (39:45)

Dave Rubin of "The Rubin Report" gives a first look to the stories you need to know to start your day including chaos erupting on the House floor after Congressman Max Miller accused Rashida Tlaib of having ties to Hezbollah during a heated debate over her resolution demanding President Trump withdraw U.S. forces from Lebanon; House Foreign Affairs Committee Chairman Brian Mast escalating the fight by attempting to enter documents into the congressional record concerning Tlaib's alleged associations with extremist groups; and SpaceX preparing for what could become the largest IPO in history, potentially valuing Elon Musk's company at $1.75 trillion and making Musk the world's first trillionaire as Starlink emerges as the company's biggest source of revenue, and much more.