American semiconductor designer and manufacturer
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Jason and Jeff challenge their own investing biases and debate whether they're wrong about holding three specific stocks: Ryman Hospitality Properties (RHP), Texas Instruments (TXN), and Dream Finders Homes (DFH).00:42 Today's Topic: Questioning Your Investment Thesis02:26 Listener Engagement and Support04:21 Stock Spotlight: Ryman Hospitality Properties09:36 Analyzing Ryman's Performance and Strategy22:29 Stock Spotlight: Texas Instruments23:22 The Importance of Analog Semiconductors24:34 Texas Instruments' Business Strategy25:59 Challenges and Opportunities in the Analog Chip Market27:40 Evaluating Texas Instruments' Stock Performance32:53 Home Builders: A Sector Analysis33:48 Dream Finders Homes: A Deep Dive35:14 Investment Strategies and Portfolio ManagementCompanies mentioned: AMD, DFH, GRBK, HLT, MAR, MTH, NVDA, NVR, O, RHP, TXN*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
Send us a textRick James is the Chief Executive Officer at SimuTech Group, North America's largest ANSYS Elite Channel Partner. With a 25+ year career at the intersection of mechanical and electrical engineering, he has spearheaded multi-million dollar projects, FEA analyses, drop testing, and reliability-driven design efforts in industries from semiconductors to medical devices.Holding a Doctor of Engineering in Engineering Management and both BSME and MSME degrees from Southern Methodist University, Rick blends deep technical expertise with strategic insight. He began his career at Texas Instruments, tackling IC packaging and structural analysis, progressing through leadership roles at Sulzer, and later heading consulting services at SimuTech.At SimuTech, Rick leads a multidisciplinary team offering simulation and physical testing services across a vast range of disciplines—including structural, thermal, fluids, RF/electromagnetics, optics, VR/AR, and probabilistic design—to “solve the unsolvable.” He is passionate about simulation-driven innovation, the rise of digital twins, and elevating engineering through mentoring and workflow optimization.His thought leadership extends to speaking engagements on fracture mechanics, predictive maintenance, and digital twin methodologies. Rick also serves on Southern Methodist University's Mechanical Engineering Industrial Advisory Board, shaping the future of engineering education.LINKS:Guest LinkedIn: https://www.linkedin.com/in/richardjames/Guest website: https://simutechgroup.com/ Aaron Moncur, hostAbout Being An Engineer The Being An Engineer podcast is a repository for industry knowledge and a tool through which engineers learn about and connect with relevant companies, technologies, people resources, and opportunities. We feature successful mechanical engineers and interview engineers who are passionate about their work and who made a great impact on the engineering community. The Being An Engineer podcast is brought to you by Pipeline Design & Engineering. Pipeline partners with medical & other device engineering teams who need turnkey equipment such as cycle test machines, custom test fixtures, automation equipment, assembly jigs, inspection stations and more. You can find us on the web at www.teampipeline.us
Welcome back to the Alt Goes Mainstream podcast.Today's episode welcomes a pioneer and visionary in enterprise software investing to Alt Goes Mainstream.Robert F. Smith is the Founder, Chairman, and CEO of $100B AUM Vista Equity Partners. He sits on the firm's Investment Committees for Vista's Flagship, Foundation, Endeavor, and Perennial Funds and serves as a member of Vista's Executive committee. Vista's portfolio spans 90 enterprise software, data, and technology-enabled companies that employ over 100,000 people worldwide.He's also heavily involved and committed to the firm's wealth channel efforts, serving as the Chairman and Investment Committee member for VistaOne, the firm's evergreen private equity vehicle. Since Vista's founding, Robert has supervised on over 600 completed transactions that represent more than $330B in aggregate transaction value.Robert founded Vista after a career at Goldman Sachs in tech investment banking, where he was Co-Head of Enterprise Systems and Storage, executing and advising on over $50B in M&A activity with companies that were foundational players in the early days of the internet and technology, including Apple, Microsoft, Texas Instruments, eBay, and Yahoo.Robert has an innate understanding of technology and the trends that are shaping the way that companies and people interact with the world and conduct business. It's no surprise that he was early in seeing the rise and impact of AI because he was early in seeing the dawn of the internet in the 1990s.Robert and I had a fascinating and thought-provoking conversation about the evolution of both enterprise software and Vista as a firm. We covered:The early days of enterprise software and what Robert saw then that gave him conviction to focus on enterprise software as a banker and then as an investor building Vista.The investment characteristics of enterprise software.The power of product superiority in enterprise software.Why “sovereignty and dominion of data” are so important — and why it matters for AI.Can the “Rule of 40” become the “Rule of 50, 60, 70” with AI?What aspect of AI is most impactful for companies.How Vista approaches value creation.What it took to scale Vista to a $100B investment platform.Why the wealth channel is core to Vista's business and the firm's DNA.Thanks Robert for coming on the show to share your expertise, wisdom, and passion for enterprise software and building businesses.Show Notes00:00 Introduction to Ultimus, Our Sponsor01:20 Welcome to the Alt Goes Mainstream Podcast02:05 Robert F. Smith's Background and Career04:33 Robert's Engineering Background04:58 Chemical Engineering and Business Management05:25 Early Career Projects and Productivity06:42 Vista's Systemic Process Improvement07:08 Enterprise Software Investment Strategy11:11 Product Superiority and Execution Excellence16:03 AI's Impact on Enterprise Software22:58 Cultural Importance in Enterprise Software28:05 Enterprise Software Investment Profile28:45 Founding Vista and Early Market Insights29:08 Mission Criticality in Enterprise Software29:57 Economic Rent Capture Opportunities30:36 Transitioning to Hosted Environments31:37 Rule of 40 and Gen AI Efficiency32:56 Cost Dynamics and Gen AI33:35 Customer Support and Sales Efficiency35:04 Agentic AI and Exponential Opportunities36:37 Challenges in Enterprise AI Implementation39:08 Internal Use of AI at Vista43:49 Managing Agents vs. Human Interaction44:31 Creative Uses of AI45:00 Defining Gen AI and Agentic AI46:28 Enterprise Software and Agentic AI47:30 Impact of AI on Companies50:17 Evolution of Vista and New Investors50:42 Democratizing Investment Opportunities51:47 AI in Wealth Management52:55 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.
La disputa diplomática que rodea a la empresa Nexperia amenaza con dejar sin suministros de semiconductores a los fabricantes de automóviles europeos. En este episodio explicamos por qué los semiconductores son tan críticos en un coche actual, cómo esta crisis se relaciona con la geopolítica y qué consecuencias puede tener para la producción, los plazos y los costes de los vehículos en Europa. Desarrollamos los riesgos: retrasos en la entrega de vehículos, aumento de precios, dependencia tecnológica y pérdida de competitividad frente a Asia o Estados Unidos. También analizamos posibles salidas: diversificación de proveedores, fabricación propia de chips en Europa, alianzas estratégicas y la urgencia de políticas públicas. Una conversación imprescindible para quien quiera comprender la dimensión global de un problema que está en el corazón de la movilidad eléctrica, autónoma y conectada. Nexperia es una empresa de semiconductores. Se dedica principalmente a la fabricación en grandes volúmenes de componentes electrónicos esenciales, como: • Diodos • Transistores bipolares • Dispositivos de protección ESD • MOSFETs y GaN FETs • Circuitos integrados analógicos y lógicos Estos componentes se usan prácticamente en cualquier diseño electrónico (automoción, industria, consumo, etc.), y Nexperia está especializada justo en ese tipo de “chips básicos” pero imprescindibles. La información extraída de las fuentes describe una **nueva crisis potencial en la industria automotriz** debido a la escasez de microchips de bajo valor añadido, impulsada por una guerra tecnológica y comercial entre Estados Unidos y China. ### 1. El Componente Crítico y sus Funciones * **Naturaleza del chip:** Se trata de un chip de **bajo valor añadido**, un componente semiconductor (como diodos, transistores o MOSFETs). * **Costo y tecnología:** Es una pieza no muy grande, con un precio de solo **3 céntimos de euro**. Su tecnología no es puntera, sino que está **anticuada u obsoleta**, con tamaños de entre 20 y 180 nanómetros. * **Importancia:** Aunque parezca mentira, esta pequeña pieza tiene el potencial de **paralizar las fábricas de coches**. Es absolutamente imprescindible para terminar la fabricación de los automóviles. * **Usos:** Se utiliza para gobernar **automatismos básicos** en los vehículos, como la subida y bajada de las ventanillas, el encendido y apagado de los faros, y el funcionamiento del limpiaparabrisas. También se encuentra en lavadoras, routers y otros componentes electrónicos. ### 2. La Compañía Clave y la Geopolítica * **Nexperia:** La empresa clave en esta crisis se llama **Nexperia**. * **Ubicación y Propiedad:** Nexperia estaba situada en los **Países Bajos**, donde ha fabricado chips durante muchos años. En el año **2019**, fue comprada por la compañía china **Wing Tech**. * **Expropiación Holandesa:** Recientemente, la fábrica de Nexperia en **Nimega, Países Bajos**, fue "expropiada" o, mejor dicho, el Estado holandés se acogió a una normativa de **seguridad económica nacional** para eliminar y paralizar la propiedad china de la compañía. * **Presión de EE. UU.:** Esta acción se llevó a cabo por **presiones de Estados Unidos de América**, en un contexto de guerra comercial y económica contra China. * **Precedente:** Este caso es similar al de **ASML**, otro fabricante holandés de chips de altísima tecnología, al que se le prohibió vender sus tecnologías a China. ### 3. La Guerra Tecnológica entre EE. UU. y China El conflicto es una **nueva guerra tecnológica** que amenaza con provocar problemas graves: * **Acciones de EE. UU.:** Estados Unidos impone **aranceles tremendos** a los productos chinos, hasta el punto de hacerlos no rentables en el país. Además, presiona a sus aliados para que no vendan tecnología a China o eliminen la propiedad china de grandes compañías tecnológicas. * **Respuesta de China:** China responde devolviendo los aranceles y ejerciendo un **control férreo de las tierras raras y las materias** necesarias para fabricar la tecnología que EE. UU. desea liderar. China está intentando desesperadamente conseguir la **litografía de ultravioleta** para fabricar chips avanzados. * **Estrategia de Bloqueo Actual:** China ha decidido que los chips de bajo valor añadido producidos por Nexperia **entran en el país, pero de allí ya no salen**, generando una inmensa escasez (carestía). ### 4. La Cadena de Suministro Interrumpida La complicación surge de dónde se llevan a cabo las distintas etapas de fabricación y ensamblaje: * **Fabricación:** Los chips se fabrican en los Países Bajos. * **Procesamiento Intermedio:** Para poder instalarlos en un coche, deben ser procesados. **No existen instalaciones para este procesamiento en Países Bajos ni en Europa**. * **Control y Preensamblaje:** Los chips se envían a **China**, donde se realizan los **controles de calidad exhaustivos** y los **preensamblajes** para su funcionalidad (no solo automotriz). * **Ensamblaje Final:** Luego se envían a países con **mano de obra barata, como Malasia o Filipinas**, para el ensamblaje final. * **Suministro a Fábricas:** Desde allí, ya ensamblados, se mandan a las factorías de automóviles en Europa o Estados Unidos. Las fábricas en España también se verían afectadas. * **Proveedores Intermediarios:** Empresas como **Bosch, Continental o Coastal** surten a los fabricantes de coches con estos microchips, pero **ellos se los compran a Nexperia**. ### 5. Impacto y Alternativas * **Paralización Inminente:** Si el suministro de chips **no se restablece en 2 a 4 semanas**, algunas fábricas de automóviles se quedarán sin *stock* y comenzarán a detenerse. * **Caos Generalizado:** Si los microchips no se reponen en **dos meses**, el problema se volvería **gravísimo**, con una parada generalizada en la industria. * **Razón de la Imposibilidad de Sustitución:** La sustitución es difícil precisamente porque, al no ser un chip de alto valor añadido, **no hay tantos proveedores**. * **Competidores Insuficientes:** Aunque existen otros chips sustitutos, no hay suficiente cantidad disponible para reemplazarlos todos a tiempo. Empresas como **Infineon, ST Micro, Texas Instruments o Renesas** tienen la capacidad para producirlos, pero **actualmente no pueden suministrar tanto como Nexperia**. * **Dominio de Nexperia:** Nexperia fabrica **casi el 40%** de todos estos componentes que consume la industria automotriz a nivel mundial, y la suma de todos los competidores no alcanza a cubrir ese 40%. ### 6. Punto de Esperanza y Reflexión Final * **Negociaciones:** El hilo de esperanza radica en que la semana siguiente a la grabación del video **comenzarán negociaciones entre China y Estados Unidos** para intentar solucionar sus problemas comerciales. * **Impacto Geopolítico:** La geopolítica está impactando de forma significativa en la industria automotriz y en las economías. * **Irrelevancia Europea:** El autor reflexiona sobre la **absoluta irrelevancia y mayor incapacidad de reacción** de Europa ("nosotros") por no tener la capacidad productiva necesaria para suministrar estas tecnologías esenciales de bajo valor añadido. * **Crítica a la UE:** Se cuestiona si las medidas tomadas por la Unión Europea en 2019 y 2023 son adecuadas para el mundo entre 2025 y 2030, advirtiendo que, sin medidas correctivas y paliativas, se podría estar tomando una decisión errónea. Escucha el episodio entero aquí: https://go.ivoox.com/rf/162025237 Escúchanos en: www.podcastmotor.es Twitter: @AutoFmRadio Instagram: autofmradio Twitch: AutoFMPodcast Youtube: @AutoFM Contacto: info@autofm.es
In the latest episode of PodCatalyst, we sit down with TimJohnson, president of UPRAISE Marketing and Public Relations.Tune in as he joins IABC Executive Director Peter Finn to discuss how PR professionals are adapting to an AI-driven landscape, blurring the lines between internal and external comms, and the growing demand for creativestorytelling. Tim shares insights from his own journey — from his earlydays working on his college newspaper, to today as an agency leader — and reflects on how PR has become a vital strategic function in today's tech-drivenbusiness world. Plus, get Tim's thoughts on the growing value of authenticity as AI becomes more prevalent, ethical considerations when working with influencers, the need for data-driven content, and where he sees PR heading in the next 10 years.For more than 30 years, Tim Johnson has helped companiesranging from startups to the Fortune 500 in industries as diverse as agriculture, consumer electronics, financial services, many shades of tech, and more.Prior to starting UPRAISE, Johnson was the managingdirector of Golin, Inc.'s San Francisco office and director of its worldwide tech practice. Clients of the practice included giants such as Amazon, Cisco, HP, Oracle, Texas Instruments, and many more. The team included more than 200 professionals worldwide.Before Golin, Johnson was a senior vice president atRuder Finn's Chicago office, where he helped expand the office from pure public relations to integrated communications, and for many organizations, wrote anddesigned their first websites.Prior, he was an account executive at Rubenstein, Wolfson& Co., in New York, serving financial services clients such as Barclay's Bank, GE Financial, and Unum.++++++++++++++LINKS Mentioned In This Episodeupraisepr.com Connect With IABC on Social MediaX (Twitter) | LinkedIn | Facebook | YouTube | InstagramVisit IABC Online https://www.iabc.com/ https://www.iabc.com/catalyst
In this week's episode of Dividend Talk we kick off with Kimberly-Clark's surprise move to buy Kenvue, asking if it's a smart acquisition or a future balance-sheet headache. Then we review Q3 earnings from Novo Nordisk, Wolters Kluwer, and Ahold Delhaize, three European dividend powerhouses facing very different challenges.Novo Nordisk's obesity drugs, valuation reset, and dividend safety dominate the discussion, while Wolters Kluwer's high-PE sell-off and the impact of AI on research businesses spark debate on fair value and buybacks. We also look at Snap-on's double-digit dividend hike and Simon Property Group's steady income growth for REIT investors.Later, we revisit our “Monthly Dividend Portfolio” challenge from 2022, checking how picks like Altria, AbbVie, Johnson & Johnson, Realty Income, Shell, and Texas Instruments performed with lessons on dividend growth, yield, and diversification.In the listener Q&A, we cover:Dividend tax strategies and EU exit taxes How to handle rising wealth taxes as a dividend investor Fair-value analysis vs Morningstar valuations Our take on Volkswagen, General Mills, GreenCoat UK, ExxonMobil vs Chevron, and the global renewable-energy transition Thoughts on Unilever's upcoming Magnum spinoff SEE YOU ON THE INSIDE!!Tickers discussed: KMB, KVUE, NVO, LLY, PFE, WKL.AS, AD.AS, SNAP-ON, SPG, MO, ABBV, JNJ, O, TXN, SHEL, GIS, XOM, CVX, UKW.LJoin us:[Facebook] – Https://www.facebook.com/groups/dividendtalk[Twitter] – @DividendTalk_ , @European_DG[Discord] – https://discord.gg/nJyt9KWAB5[Premium Services] – https://dividendtalk.eu/download-your-free-samples/[Malmo Meetup] – https://t.co/STgV1nMWKj
In this week's episode of Dividend Talk, we're back with Q3 Earnings Roundup.We kick things off with Novo Nordisk shaking up half its board of directors, before covering two big dividend announcements from McDonald's and Amphenol. Then it's over to earnings, where we break down results from Germany's Mensch und Maschine, Danaher, Evolution Gaming, and Texas Instruments.We also review a listener portfolio from “Bella Dividends,” packed with high-yield European names, and share our thoughts on diversification, growth balance, and dividend safety.In the Q&A, we talk estate tax and brokers, the future of quarterly reports, DCF vs. dividend discount models, and stock-specific questions on Intel, TotalEnergies, Watsco, and GreenCoat UK.SEE YOU ON THE INSIDE!!Tickers discussed: NVO, MCD, APH, MUM.DE, DHR, EVO.ST, TXN, SHEL, IBM, TTE, INTL, WSO, RELAS, IBDR.MC, VWS.COJoin us:[Facebook] – Https://www.facebook.com/groups/dividendtalk[Twitter] – @DividendTalk_ , @European_DG[Discord] – https://discord.gg/nJyt9KWAB5[Premium Services] – https://dividendtalk.eu/download-your-free-samples/[Malmo Meetup] – https://t.co/STgV1nMWKj
US equity futures are firmer after Wednesday's losses. Asian markets ended mixed, and European equities opened also mixed. Market sentiment remained focus on geopolitics. The White House is reportedly preparing to curb exports of software-related products to China, including laptops and aviation components, raising concern over a potential escalation in trade tensions. However, President Trump continued to talk up prospects of a deal with President Xi at their upcoming APEC meeting. In energy markets, oil surged after Washington imposed sanctions on Russia's two largest oil producers, Rosneft and Lukoil, for undermining Ukraine peace efforts, while Europe moved toward banning Russian LNG imports. Earnings also drew focus, with high-profile misses from Netflix and Texas Instruments offset by strength in industrial and energy names.Companies Mentioned: Warner Bros. Discovery, Airbus, Leonardo, Thales, Starlink, IonQ, Quantum Computing, Rigetti Computing, D-Wave Quantum
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Lea Oetjen über die große Chipkrise in Europa, vorsichtige Zurückhaltung bei SAP und ein Kursplus von 450 Prozent für Beyond Meat. Außerdem geht es um Netflix, Apple, Nvidia, Amazon, Mattel, TeamViewer, Alphabet, Rigetti Computing, D-Wave Quantum, Volkswagen, Mercedes-Benz, BMW, Infineon, Texas Instruments, Vishay, Nexperia, Onsemi, NXP, GameStop, TSMC, Samsung, Wingtech, Philips und Unilever. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
U.S. equities stumbled as renewed trade tensions with China and disappointing earnings from major names like Netflix and Texas Instruments weighed on investor sentiment. Adding to the uncertainty, the White House is reportedly considering fresh export curbs on software made with U.S. technology. With GDP growth showing signs of resilience but inflation pressures and labor market slowdowns clouding the outlook, investors are asking: where to next. George Schultze, Founder and Managing Member at Schultze Asset Management, unpacks the market reaction, assess the implications for sectors from housing to utilities, and share his investment outlook amid rising geopolitical and economic crosswinds.See omnystudio.com/listener for privacy information.
Carl Quintanilla, Jim Cramer and David Faber led off the show with Netflix shares down sharply on a quarterly earnings miss. The anchors reacted to Netflix Co-CEO Ted Sarandos' earnings call comment about M&A opportunities in light of Warner Bros. Discovery initiating a process to sell itself. In his "Faber Report," David gave an update on WBD — including where Paramount, Comcast and Netflix fit into the picture. Also in focus: Cramer's words of wisdom about meme stocks as Beyond Meat surges more than 900% this week, gold's moves after its worst day in more than a decade, Texas Instruments' weaker guidance drags the stock and the chip sector, Vertiv and the AI energy trade, AT&T earnings reaction, the financial stock Jim says you should buy now.Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.Versant would become the new parent company of CNBC upon Comcast's planned spinoff of Versant.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
US equities were lower in Wednesday trading, though ended off worst levels, with the Dow Jones, S&P500, and Nasdaq closing down 71bps, 53bps, and 93bps respectively. Easiest excuse for today's downside largely tagged to potential escalation in US-China trade tensions. Earnings saw high-profile disappointments from Netflix and Texas Instruments, with high bar for some of the AI power theme names, and additional reprieve from recent credit concerns from some financial reporters. Treasury's auction of $13B in 20Y notes was well received, stopping through by 1.2bp, though foreign demand was below recent averages.
Stocks could see a breather after the Dow Jones ($DJI) hit a record, but Kevin Green says don't get too comfortable. He notes that while earnings have been strong, there are signs of a potential pullback, particularly in the S&P 500 (SPX), which is hitting resistance around 5750. KG points to weakness in the uranium, gold, and silver trades as potential headwinds, as well as uncertainty around U.S. and China trade talks. He also breaks down the post-earnings reactions in Netflix (NFLX) and Texas Instruments (TXN), citing concerns over Netflix's operating margins and Texas Instruments' commentary on customer caution.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Texas Instruments (TXN) sold off after what Dan O'Brien called a "largely in-line" earnings report. His reason: more macro risk compared to Texas Instruments' chipmaking peers. However, Dan believes the company found a bottom when it comes to inventory drawdown. On his A.I. picks, he takes investors through names like ASML Holding (ASML), TSMC (TSM), Nvidia (NVDA), and Broadcom (AVGO).======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
On today's podcast:1) Netflix shares fell in premarket trading on Wednesday after the streaming-video company reported third-quarter results it said were hurt by a tax dispute with Brazil. The results came in the wake of reports that Netflix and Comcast are among the companies weighing bids for parts of Warner Bros Discovery. Warner's board will evaluate “a broad range” of options, including a planned split-up of the company by mid-2026, an outright sale or separate deals for its studios and streaming or cable-TV units, according to a statement Tuesday. Separately, shares of Texas Instruments fell after the chipmaker gave an outlook that is weaker than expected, indicating that some customers are slowing orders as they navigate mounting trade tensions.2) Anthropic PBC is in discussions with Alphabet Inc.’s Google about a deal that would provide the artificial intelligence company with additional computing power valued in the high tens of billions of dollars, according to people familiar with the matter. The plan, which has not been finalized, involves Google providing cloud computing services to Anthropic, according to the people, who asked not to be named because the information is private. The deal will allow Anthropic to use Google’s tensor processing units, or TPUs — the company’s chips that are custom designed to accelerate machine learning workloads, one of the people said. Google is a previous investor in, and cloud provider for, Anthropic.3) President Trump predicted an upcoming meeting with his Chinese counterpart, Xi Jinping, would yield a “good deal” on trade — while also conceding that the highly anticipated talks may not happen. While Trump foresaw the sit-down as being “very successful,” he said the possibility remains that it could fail to materialize. The two leaders are scheduled to meet later this month at the Asia-Pacific Economic Cooperation summit in South Korea.See omnystudio.com/listener for privacy information.
En Capital Intereconomía hemos seguido en directo la apertura del Ibex 35 y del resto de bolsas europeas, con una jornada marcada por el tono mixto en los parqués y la atención puesta en la temporada de resultados empresariales y la evolución de la inflación internacional. En el análisis de mercados, Roberto Scholtes, jefe de Estrategia de Singular Bank, ha destacado que la inflación en Reino Unido sorprendió positivamente, situándose por debajo de las previsiones y ofreciendo cierto alivio al Banco de Inglaterra, que podría mantener el tono prudente en política monetaria en los próximos meses. Scholtes ha ofrecido una visión global de mercado, en un contexto dominado por los resultados empresariales, la tensión geopolítica y la expectativa ante los próximos movimientos de los bancos centrales. Según el experto, “los inversores se mueven entre el optimismo por las cuentas empresariales y la cautela por los riesgos políticos y de deuda”. En el plano corporativo, el protagonismo llegó desde EE. UU., donde Netflix se desplomó en after hours tras presentar unos resultados por debajo de lo esperado y señalar un impacto negativo de su negocio en Brasil. Además, Texas Instruments lanzó previsiones más débiles de lo previsto, afectando al ánimo del sector tecnológico. Por su parte, el sector defensa volvió a estar en el foco, muy pendiente de la evolución de la guerra en Ucrania y de la reunión entre Trump y Rutte, de la que se esperan señales sobre la estrategia occidental en materia militar. En cuanto a la campaña de resultados, Scholtes ha comparado el desempeño de EE. UU. frente a Europa, destacando que, aunque las compañías estadounidenses están superando previsiones en un 70 % de los casos, en Europa el tono es más moderado, con márgenes bajo presión por los costes energéticos y laborales. El oro, tras su mayor caída en cinco años, ha iniciado una recuperación técnica, impulsado por la búsqueda de refugio ante la incertidumbre global. La jornada se ha completado con el consultorio de bolsa junto al analista independiente Miguel Méndez, que ha respondido a las consultas de los oyentes sobre valores del Ibex, oportunidades en el sector tecnológico y estrategias ante la volatilidad actual.
Die seit gestern Abend gemeldeten Ergebnisse sind gemischt, bis leicht positive ausgefallen. Wir sehen nach den Zahlen bei insbesondere Intuitive Surgical deutliche Kursgewinne. Auch die Aktien von Capital One, GE Vernova, Hilton und AT&T tendieren nach den Ergebnissen freundlich. Abgabedruck sehen wir wegen verfehlter Ertragszahlen und belasteter Margen bei vor allem Netflix, wie auch bei Texas Instruments wegen der flauen Aussichten. Nach dem Closing werden die Ergebnisse von vor allem IBM und Tesla viel Beachtung finden. Auf der Macro-Ebene bleibt es unruhig. Donald Trump lässt offen, ob ein Treffen mit Chinas Xi am 31. Oktober tatsächlich stattfinden wird. Außerdem will Trump mit den Demokraten erst dann sprechen, wenn der Shutdown aufgehoben wird. Die Lager bleiben hier anscheinend weiter gespalten. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram
Die seit gestern Abend gemeldeten Ergebnisse sind gemischt, bis leicht positive ausgefallen. Wir sehen nach den Zahlen bei insbesondere Intuitive Surgical deutliche Kursgewinne. Auch die Aktien von Capital One, GE Vernova, Hilton und AT&T tendieren nach den Ergebnissen freundlich. Abgabedruck sehen wir wegen verfehlter Ertragszahlen und belasteter Margen bei vor allem Netflix, wie auch bei Texas Instruments wegen der flauen Aussichten. Nach dem Closing werden die Ergebnisse von vor allem IBM und Tesla viel Beachtung finden. Auf der Macro-Ebene bleibt es unruhig. Donald Trump lässt offen, ob ein Treffen mit Chinas Xi am 31. Oktober tatsächlich stattfinden wird. Außerdem will Trump mit den Demokraten erst dann sprechen, wenn der Shutdown aufgehoben wird. Die Lager bleiben hier anscheinend weiter gespalten. Ein Podcast - featured by Handelsblatt. +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++ Hinweis zur Werbeplatzierung von Meta: https://backend.ad-alliance.de/fileadmin/Transparency_Notice/Meta_DMAJ_TTPA_Transparency_Notice_-_Ad_Alliance_approved.pdf +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html Impressum: https://www.360wallstreet.de/impressum
Wall Street fell overnight, led by a sharp drop in Netflix shares after disappointing earnings and a tax hit, marking its biggest fall since 2022. After hitting record highs yesterday, the Dow Jones slipped around 300 points amid renewed trade fears, while Texas Instruments declined on signs of a slowing chip recovery. Meanwhile, tariff concerns resurfaced, with the US reportedly considering broad software curbs on China and new duties looming over Barbie this Christmas. In Europe, L’Oréal and Hermès slipped, weighing on regional markets. In commodities, aluminium climbed to its highest level since June 2022, while gold extended its rout in a volatile pullback. Back home, Australian shares are set to retreat on Thursday, and the Aussie dollar has dipped against a strengthening US dollar. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
Gold saw its biggest drop in over a decade, Wall Street cheered solid earnings from blue-chip giants, and OpenAI launched a game-changing AI browser. Meanwhile, Netflix and Texas Instruments slipped after mixed results.➡️ Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.
Los futuros sobre índices estadounidenses adelantan apertura a la baja en Wall Street y mercado Nasdaq. No destacan hoy las buenas noticias en sector tecnológico. Meta suprime 600 puestos en su unidad de inteligencia artificial. El fabricante de chips Texas Instruments cae tras sombrías previsiones para el cuarto trimestre. Y Apple se lleva en Europa otra denuncia antimonopolio. Ya venía la sesión torcida con los resultados de Netflix de anoche. En mercados europeos destaca la Bolsa de Londres. Es, junto a la española, la única que sortea las caídas. Lo hace gracias a recompras de acciones de Barclays y datos de inflación que alientan las apuestas a una bajada de tipos. La Bolsa francesa pierde por cuentas en lujo. La caída de las ventas de L'Oréal y los números de Hermes no entusiasman. El Ibex35 se sostiene en verde por los bancos y ACS. Analizamos esta hora activos de riesgo con José Francisco Ibáñez, de Tressis, y bonos con Robert Casajuana, de SLM.
DAX dreht ins Minus, SAP hält den Markt in Schach. Anleger warten gespannt auf die Zahlen aus Walldorf und den Tesla-Ticker am Abend. Öl zieht weiter an, Netflix und Texas Instruments enttäuschen, Teamviewer stürzt ab. Gold gibt nach, der Euro bleibt schwach. Im Börsenradio to go sprechen Arne Briest, David Bienbeck, David Kurz, Christoph Fröhlich, Antonia Franke und Rolf Pieper über Trends, Risiken und Schutzstrategien.
Texas Instruments (TXN) reports earnings after Tuesday's close. Rick Ducat compares the chart performance to other semiconductors stocks to show the wide dispersion among the chipmakers based off of technology and customers. Later, Rick highlights the $187 level as a potential resistance point after earnings. He circles the rising RSI momentum study as a "bullish shift" as it approaches the mid-line around 50. Later, Tom White breaks down an example trade for Texas Instruments using a bullish call diagonal play, taking into account the earnings event.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
European bourses are mixed and have traded choppy throughout the morning; US equity futures are modestly lower, ahead of a slew of earnings.DXY is underpinned by the downbeat risk tone and easing credit concerns; JPY underperforms as Takaichi becomes Japanese PM.Global fixed paper are bid amid the softer risk tone and reports around AA rating criteria.Metals sell off as “debasement trade” loses momentum; Crude is essentially flat in choppy trade.Looking ahead, Canadian CPI (Sep), NBH Policy Announcement, CCP 4th Plenum (20th-23rd), Speakers including ECB's Nagel & Lagarde, Fed's Waller, BoE's Bailey & BreedenEarnings from Netflix, Intuitive, Texas Instruments, Capital One Financial, Coca-Cola, GE Aerospace, Elevance Health, Lockheed Martin, Philip Morris, RTX, General Motors, 3M, Nasdaq & Danaher.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
APAC stocks took their cues from the rally on Wall Street as the focus remained on US-China trade with some optimism following US President Trump's comments in which he stated that China has been respectful of them.US President Trump continued to tout a November 1st deadline for additional tariffs, he also reaffirmed that he will be meeting with Chinese President Xi and thinks they will reach a 'fantastic deal'.Japanese LDP leader Takaichi won the lower house vote (237 votes out of 465-seats) to become Japan's first female PM, as expected.European equity futures indicate a modestly positive cash market open with Euro Stoxx 50 futures up 0.1% after the cash market closed with gains of 1.3% on Monday.Looking ahead, highlights include UK PSNB (Sep), Canadian CPI (Sep), NBH Policy Announcement, CCP 4th Plenum (20th-23rd), Speakers including ECB's Nagel, Lane & Lagarde, Fed's Waller, BoE's Bailey & Breeden, Supply from UK & Germany,Earnings from Netflix, Intuitive, Texas Instruments, Capital One Financial, Coca-Cola, GE Aerospace, Elevance Health, Lockheed Martin, Philip Morris, RTX, General Motors, 3M, Nasdaq & Danaher.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Today's discussion is on one of the most important transformations happening in the automotive industry: the shift from traditional 12-volt electrical systems to modern 48-volt architectures. For decades, 12V has been the backbone of vehicle electronics, but with the rise of electrification, ADAS, infotainment, and software-defined cars, the industry is moving toward more powerful and efficient solutions.To help us explore this exciting transition, I'm pleased to introduce our guest, Madison Ecklund, Systems Manager in the Automotive Body Electronics and Lighting Systems team at Texas Instruments. Madison brings deep expertise in automotive power management and system design, and is responsible for Zone Control Modules and Power Distribution Boxes. She holds an Electrical Engineering degree from Vanderbilt University. She has experience in EMI/EMC compliance, 48V low voltage architectures, and automotive ethernet in-vehicle network evolution.
Join Dave Casey and new host Mark King for the concluding segment of their two-part series on The Maximize Business Value Podcast. Hear the rest of the story and Mark's final takeaways for business owners.Learn more about Mark on LinkedIn and at masterypartners.com. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! #maximizebusinessvalue #masterypartners GET THE BOOKS: Start with Maximizing Business Value by Tom Bronson.Learn More about Dave CaseyDave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn't just profitable—it's secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he's committed to helping owners build lasting legacies.Learn More about Mark King: Mark King is a seasoned business leader and strategic advisor with more than 40 years of experience in corporate leadership, entrepreneurship, and board governance. He served as Chairman and CEO of Micropac Industries, where he increased the company's valuation tenfold before its acquisition, and previously held senior leadership roles at Texas Instruments and Raytheon. An NACD Board Leadership Fellow and recipient of the “Outstanding Director of the Year” and “Tall Texan” Lifetime Achievement Award, Mark now advises executives and boards on growth strategies, governance, and operational excellence. He and his wife, Patti reside in Texas and enjoy time with their two children and seven grandchildren.Mastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.
New Host Alert! Tune in to "The Maximize Business Value Podcast" this week as Dave Casey introduces the show's new host, Mark King. This is Part 1 of a two-part introduction series, so don't miss next week's episode for the conclusion!Learn more about Mark on LinkedIn and at masterypartners.com. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!GET THE BOOKS: Start with Maximizing Business Value by Tom BronsonLearn More about Dave CaseyDave Casey is a seasoned business owner with deep expertise in all aspects of organizational behavior and a passion for helping entrepreneurs reap the full rewards of building their companies. He understands that a truly valuable business isn't just profitable—it's secure, scalable, and transferable. In addition to his work with Mastery Partners, Dave actively gives back to the entrepreneurial community through leadership roles with organizations like Business Navigators, Biz Owners Ed, and Liberty Ministry. Whether advising on strategic growth or mentoring the next generation of business leaders, Dave brings clarity, integrity, and decades of real-world experience to every interaction. His mission goes beyond exit planning—he's committed to helping owners build lasting legacies.Learn More about Mark King: Mark King is a seasoned business leader and strategic advisor with more than 40 years of experience in corporate leadership, entrepreneurship, and board governance. He served as Chairman and CEO of Micropac Industries, where he increased the company's valuation tenfold before its acquisition, and previously held senior leadership roles at Texas Instruments and Raytheon. An NACD Board Leadership Fellow and recipient of the “Outstanding Director of the Year” and “Tall Texan” Lifetime Achievement Award, Mark now advises executives and boards on growth strategies, governance, and operational excellence. He and his wife, Patti reside in Texas and enjoy time with their two children and seven grandchildren.Mastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.
This show has been flagged as Explicit by the host. The TI-80 is a graphing calculator introduced by Texas Instruments in 1995 to be used at a middle school level (grades 6 to 8). It offered advanced capabilities that had previously only been available in high-end scientific calculators to students learning pre-algebra and algebra, and was designed to be affordable for schools. Links https://en.wikipedia.org/wiki/TI-80 https://zadig.akeo.ie/ https://rmccurdy.com/.scripts/downloaded/HoustonTracker%202%20%20Windows%2011%20Tutorial%20TI-82%20Silverlink.zip Provide feedback on this episode.
In this high-energy and deeply insightful episode of Career Club Live, Bob Goodwin, President of Career Club, is joined by keynote speaker, improvisational humorist, and author Joel Zeff, to explore the surprising power of fun at work—and why it's anything but frivolous. Joel, author of Make the Right Choice: Lead with Passion, Elevate Your Team, and Unleash the Fun at Work, shares how his journey from newspaper journalist to corporate PR pro to full-time speaker began with a spontaneous invitation to play improv games at a Texas Instruments executive retreat. Since then, Joel has turned his passion for humor and performance into a thriving career helping teams and leaders inject more energy, ownership, and joy into the workplace. This episode is packed with light-hearted moments and powerful takeaways, including: What improv comedy teaches us about teamwork, communication, and leadership Why choice and attitude are at the heart of professional success How celebrating small “ta-da” wins can boost confidence and team morale The difference between skeptics and cynics—and why you shouldn't waste energy on the latter Why pursuing what's fun for you leads to fulfilling work Whether you're navigating change, dealing with stress, or just looking for a more human way to lead, Joel's message is a timely reminder that fun is not a luxury—it's fuel. Key Timestamps: 3:42 – Joel's career origin story: improv meets corporate life 10:01 – Why fun is essential, not optional 16:48 – The power of small “ta-da” moments and everyday wins 23:30 – Leadership, ownership, and creating a passionate team culture 31:05 – Why improv lessons make better leaders 41:22 – Choice vs. perfection: navigating your path with clarity 53:17 – How to stay energized and resilient during challenging times Listen to the full episode on: Apple Podcasts Spotify Learn more about Joel Zeff and his book at joelzeff.com
Episode 79 of the Space Industry podcast by satsearch is a conversation with Adrian Helwig, Analog Field Application Engineer, and Michael Seidl, Systems Engineer from Texas Instruments (TI), about the strengths of adopting standardized architectures for space missions.TI is a global electronics manufacturer with a wide portfolio of space-grade components to support space missions across the spectrum.In the episode, Adrian, Michael and satsearch COO Narayan Prasad Nagendra discuss:Standardized architectures in space missions that enable modular, interoperable system designs across suppliers, helping to reduce R&D costs, support component re-use, and foster a diverse supplier ecosystem.Harsher environmental and longevity challenges faced by space missions compared to automotive applications, which share principles like system modularity and cost-efficient R&D; however space applications require dedicated components, long-term support, and reliability over decades.Space-grade products offered by TI in two qualification levels — SEP and SP — to meet varied mission requirements, with benefits like pin-compatible options, broad portfolio coverage, and flight heritage from previously proven components.You can find out more about TI on their satsearch supplier hub. And if you would like to learn more about the space industry and our work at satsearch building the global space supply chain, please take a look at our blog.[Music from Uppbeat (free for Creators!): https://uppbeat.io/t/all-good-folks/when-we-get-there License code: Y4KZEAESHXDHNYRA]
We start the show discussing other podcasts, as you do, and then talked about the calculators you have to have for high school/college. Todd catches us up (9:00) on his German travels, and we do bad accents for 25 minutes. We then discuss my trip to Seattle (36:00) last week and the odd plane events that surrounded it. We get "a bit" sidetracked (48:00) after Todd references a film from 35 years ago, and then chatted about Swig and Crumbl and a bunch of random shit.Sponsors: ScottyJ's album, Texas Instruments, The Hoxton, Fairfield Inn & Suites, SafewayScotty Js YouTube Page: https://www.youtube.com/channel/UCV3WWSlwDKYf7P5k4XdP3zAIG & Twitter: the_bro_pod, littleBquotesE-mail the show!: thebropodnetwork@gmail.comBuy Merch!!: thebropod.threadless.comOur Website: www.bropodnetwork.com#lisprapper#GoodHang#KyleMooney#Germany#BerlinWall#beveragechat#Hoxton#BatteriesNotIncluded#ElizabethPena#Swig#Crumbl#Mandy#ElTequileno#wedding#podcasts#bropod#bropodnetwork
About our guest:Steven Gaffney is a leading expert on increasing business profit through change management, honest communication, and high performing teams. An author, speaker, and trusted advisor, Steven works directly with top leaders from Fortune 500 companies like Amazon, Marriott, Allstate Insurance, and even the U.S. government and military. Steven has authored four ground-breaking books: Just Be Honest: Authentic Communication Strategies that Get Results and Last a Lifetime, Honesty Works! Real-World Solutions to Common Problems at Work and Home, Be A Change Champion, and co-author of Honesty Sells: How to Make More Money and Increase Business Profits. He is currently working on two books: Reboot: How to Create and Sustain High Performing Teams, and The 9 Pillars of Sustainable Profitable Business Growth. His latest release, Unconditional Power, is available everywhere.Steven helps leaders across many industries. Some of his clients include: Amazon, Marriott, Lockheed Martin, Raytheon, SAIC, Allstate Insurance, BP, World Bank, Congressional Budget Office, Department of Homeland Security, U.S. Department of the Navy, Citigroup, Texas Instruments, NASA,American Cancer Society, Structural, Ornamental and Reinforcing Iron Workers, Best Buy, and Johns Hopkins University. Thank you for listening to "Can You Hear Me?". If you enjoyed our show, please consider subscribing and leaving a review on your favorite podcast platform.Stay connected with us:Follow us on LinkedIn!Follow our co-host Eileen Rochford on Linkedin!Follow our co-host Rob Johnson on Linkedin!
Join Zach Peterson as he sits down with Keven Coates, Senior Electrical Engineer at Novium Designs, for an in-depth preview of his upcoming PCB West presentations. This conversation covers essential topics every PCB designer needs to master, from signal integrity fundamentals to thermal management and design for manufacturing best practices. Discover why silicon company data sheets shouldn't be taken as gospel, learn about common assembly pitfalls that can kill first-run yields, and understand the critical importance of working with your fabrication and assembly partners early in the design process. Keven shares decades of experience from his time at Texas Instruments and offers practical insights that can save you months of rework and costly mistakes.
U.S. stocks climb as European Union negotiates trade deal. Plus: AT&T gains more wireless and internet subscribers than expected. Hilton Worldwide posts better-than-projected results. Earnings forecast for Texas Instruments disappoints analysts. And Google parent Alphabet's stock takes a hit after earnings report. Charlotte Gartenberg hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
The 5 things you need to know before the stock market opens today: Shares of Texas Instruments are down sharply pre-market, Elon Musk's xAI wants to raise money to access Nvidia chips, sales of Teslas in California are down, Hershey deals with the high price of cocoa, and Jeff Bezos' made a visit to the White House Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.
After reacting with disappointment to outlooks from Texas Instruments and another big chip company Tuesday, investors await this afternoon's earnings from Alphabet and Tesla.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0131-0725)
Bitcoin just hit all-time highs during Crypto Week, but what comes next? We break down the aftermath of the surge, what it means for digital currency adoption, and whether stablecoins or BTC could ever replace the U.S. dollar as the global reserve currency. Plus, we revisit the $20K Bitcoin bottom call from 2022 and ask—what's the next “load-the-boat” price for the 2026 cycle?Netflix just announced that its ad-supported tier is set to double revenue in 2025, yet the stock slipped 5%. Is the market finally getting more disciplined with high-growth valuations, or is something deeper going on? We also talk about potential summer pullbacks in the stock market, and whether earnings week from companies like Capital One and Texas Instruments will reveal cracks—or hidden strength.John Hope Bryant joins the conversation live to talk about Black business growth, AI, real estate, politics, and building wealth that lasts generations. He shares actionable insight on mindset, ownership, and how to navigate today's economy with power and purpose.Invest Fest Ticket Link: https://investfest.com#InvestFest #OperationHOPE #JohnHopeBryant #BlackBusiness #EntrepreneurLife #BusinessGrant #BusinessMentorship #LevelUp #SmallBusinessSupport #1MBBOur Sponsors:* Check out PNC Bank: https://www.pnc.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
President Trump weighing a plan to remove cap gains tax on housing sales. Why one chief economist thinks the move could send home prices spiking. Plus, a Netflix bull worries about the streaming giant after last week's quarterly results. And earnings season continues, with Texas Instruments, General Motors and Lockheed Martin making moves. Fast Money Disclaimer
Innovator ETFs' Tim Urbanowicz lays out the market backdrop after earnings from Texas Instruments and Capital One. Our Pippa Stevens tracks natural gas moves. Evercore's Stephen Kim breaks down surging stock moves from DHI and PHM. Compass Point's Ed Engel downgrades Circle after the GENIUS Act. Crossmark's Bob Doll offers a broader view on bond moves and market leadership. Our Diana Olick reports on the rise of “accidental landlords.” Our Brandon Gomez reveals how U.S. spirits sales have cratered in Canada amid a tariff clash. Plus, Gil Luria of DA Davidson previews what to expect from Alphabet earnings.
Fed Chairman Powell speaks early but isn't expected to discuss rate policy. After that come results from defense and consumer firms, with chip giant Texas Instruments later.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0131-0725)
Dan Nathan & Guy Adami discuss how retail traders are dealing with risk, market trends, and the importance of making calculated decisions in uncertain environments. Key market data is discussed, including S&P and NASDAQ volatility, retail investor behavior, and trading volumes. The discussion touches on various economic indicators, earnings reports, and perspectives on market complacency, profitability, and potential market tops. The conversation also includes insights on AI's impact on markets, geopolitical influences like tariffs, and the Federal Reserve's role. Market skepticism and the potential dichotomy between bullish rhetoric and underlying risks are examined, along with specific company earnings expectations for firms like GM, Texas Instruments, and Google. Show Notes Q2 2025 Was the Biggest Trading Quarter in History (ProfG) S&P 500 Signals the US Stock Rally Momentum is Waning (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
After a brief-ish primer on barbecue styles in North Carolina and beyond, Jay dives into even more food talk in his Geek of the Week, with another movie-focused restaurant that is actually reachable from GOCA headquarters. Robbie talks about a remake of a childhood favorite TV show and the placement of cameras in the movie he's most looking forward to. Movies are the theme in the second half, as they earn the most points in the GOCA Geek Index. Jay discovers that icons of comic book superhero movies may actually have lower Geek Indexes than one might expect. Christopher Reeve is Superman to most of the GOCA generation, but his score is lower than a dude from the Bad News Bears, rivaled by a child Disney star, and just about doubled by a leading man with way better hair than Jay (maybe it's the hairspray.).. Get out your pen, paper, and Texas Instruments calculator to keep score.
About David Hirschfeld:David Hirschfeld is a 35-year veteran of the software startup world whose journey began as a physics student at UCLA. He spent his early career at Computer Associates and Texas Instruments, then led software projects at Intel and Motorola. He launched his first successful startup software company, which grew to 800 customers in 22 countries, and sold it in 2000. David founded Tekyz Inc. in 2007 and spent 17 years working with over 70 startups, leading to his breakthrough insight into what makes software companies succeed or fail and inspiring the Launch 1st Method. This systematic approach reduces risks, costs, and time while minimizing investor dependence. When he's not transforming startups, David is a golfer, a woodworker, and a proud father of four successful sons who taught him his most valuable lesson: success follows patterns, but they're not always the ones you expect. In this episode, Dean Newlund and David Hirschfeld explore:Speed and implications of AI innovationWorkflow automation and process redesignModern approaches to product innovation and validationThe future impact of autonomous vehiclesUser empowerment through advanced AI tools Key Takeaways:Automating outdated workflows without reevaluating their relevance can lead to inefficiency—some processes should be reinvented, not just automated.Instead of building products based on assumptions, companies should test the market through pre-sales to validate real demand before development.AI tools like ChatGPT's voice and vision modes can now provide real-time visual navigation, product identification, and contextual support in everyday situations.The rise of autonomous vehicles like Waymo may render parking structures and personal car ownership obsolete within five years, fundamentally shifting urban infrastructure needs. "You have to channel your inner five-year-old when you're thinking about what's possible.” — David Hirschfeld Connect with David Hirschfeld: Website: https://www.tekyz.com & https://launch1st.tekyz.comEmail: david@tekyz.comLinkedIn: https://www.linkedin.com/in/dhirschfeld/X (Twitter): https://www.x.com/tekyzincFacebook: https://www.facebook.com/tekyzinc See Dean's TedTalk “Why Business Needs Intuition” here: https://www.youtube.com/watch?v=EEq9IYvgV7I Connect with Dean:YouTube: https://www.youtube.com/channel/UCgqRK8GC8jBIFYPmECUCMkwWebsite: https://www.mfileadership.com/The Mission Statement E-Newsletter: https://www.mfileadership.com/blog/LinkedIn: https://www.linkedin.com/in/deannewlund/X (Twitter): https://twitter.com/deannewlundFacebook: https://www.facebook.com/MissionFacilitators/Email: dean.newlund@mfileadership.comPhone: 1-800-926-7370 Show notes by Podcastologist: Hanz Jimuel AlvarezAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Microsoft is reported to lay off thousands of employees starting in July, Facebook is rolling out passkey support for its mobile app, and Texas Instruments plans to invest over $60 billion in U.S. chip production. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, noneContinue reading "Microsoft Is Reported To Lay Off Thousands Of Employees Starting In July – DTH"
Plus: More than $90 million is drained from Iran's biggest crypto exchange. And, Texas Instruments to invest $60 billion in made-in-America production. Victoria Craig hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode: 2798 Behold the Mighty Transistor. Today, a small item creates a large impact.
David Hirschfeld is a 35-year veteran of software development with a unique perspective on startups, technological innovation, and business growth. A former physics student from UCLA, David's career spans leadership roles at tech giants such as Computer Associates, Texas Instruments, Intel, and Motorola, before launching his first startup, which grew to serve 800 customers across 22 countries and was successfully sold in 2000. Since founding Tekyz Inc. in 2007, David has emerged as a strategic advisor specializing in AI-driven workflow transformation for scaleups and in the design & development of startups. Having collaborated with over 70 startups, he developed the Launch 1st Method—a systematic approach that minimizes risks and accelerates software company success with reduced reliance on investor funding. David's expertise bridges cutting-edge AI technologies, workflow optimization, and startup ecosystem dynamics. When not transforming business strategies, he enjoys woodworking, golfing, and drawing leadership insights from his experience raising four successful sons.Connect with David here:https://www.linkedin.com/in/dhirschfeld/https://www.facebook.com/dmhirschfeldhttps://www.instagram.com/tekyzinc?igsh=MTBxOXZqbWNheHpvdg==https://www.instagram.com/tekyzinc?igsh=MTBxOXZqbWNheHpvdg==Don't forget to register for my upcoming LinkedIn 101 Workshop on June 9th from 12-1:30 pm EST here: https://networkacademy.kartra.com/page/LinkedIn101