Podcasts about thales

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UC Today - Out Loud
Quantum Computing Is Coming: Why Businesses Need to Prepare Now

UC Today - Out Loud

Play Episode Listen Later Jul 16, 2026 17:05


In this episode of UC Today, host Kristian McCann is joined by Chris Harris, EMEA Technical Director for Data and Application Security at Thales to discuss why enterprises need to begin preparing for the quantum era now. The discussion goes beyond the hype surrounding quantum computing to explain the very real challenges.If you're responsible for cybersecurity, IT infrastructure, compliance, risk management, digital transformation, or technology strategy, this conversation offers practical guidance on where to start, and why waiting could prove far more expensive than preparing.Key discussion points include:

Aujourd'hui l'économie
14-Juillet: pourquoi le défilé militaire est stratégique pour l'industrie de la défense française

Aujourd'hui l'économie

Play Episode Listen Later Jul 14, 2026 3:23


Le défilé militaire du 14-Juillet est bien plus qu'une cérémonie républicaine. Derrière les avions, les blindés et les uniformes qui remontent les Champs-Élysées, se joue aussi une bataille économique. Véritable vitrine du savoir-faire français, l'événement est devenu un rendez-vous incontournable pour l'industrie de la défense, à l'heure où le réarmement mondial accélère. Comme chaque 14-Juillet, près de 7 000 femmes et hommes défilent sur les Champs-Élysées, accompagnés de centaines d'avions, d'hélicoptères et de véhicules militaires. Mais derrière la symbolique républicaine et la démonstration de force, le défilé est aussi un immense rendez-vous d'affaires. Dans la tribune présidentielle et autour de la place de la Concorde, il n'y a pas seulement des responsables politiques et des diplomates. Des délégations militaires étrangères sont également présentes pour observer les matériels français et poursuivre des discussions engagées parfois depuis plusieurs mois. Chaque appareil qui survole Paris, chaque blindé qui descend les Champs-Élysées, chaque équipement présenté est scruté avec attention. Pour les industriels français, le défilé constitue une vitrine unique de leur savoir-faire, dans un décor qu'aucun salon professionnel ne peut reproduire. À lire aussiL'Europe se réarme, le secteur de la défense se frotte les mains Un marché de la défense en pleine accélération Cette année, le contexte géopolitique donne une dimension encore plus stratégique au défilé. Avec la guerre en Ukraine, les tensions au Proche-Orient et le réarmement engagé dans de nombreuses régions du monde, le marché mondial de la défense connaît une forte accélération. Les budgets militaires augmentent, les États cherchent à reconstituer leurs stocks, à moderniser leurs armées et à se doter rapidement de nouveaux équipements. Dans ce contexte, les industriels français bénéficient de nombreuses opportunités, même si la concurrence s'intensifie face aux groupes américains, sud-coréens ou encore turcs. La France s'est d'ailleurs imposée comme le deuxième exportateur mondial d'armement, derrière les États-Unis. Le Rafale illustre parfaitement cette dynamique. L'avion de combat de Dassault est devenu la locomotive des exportations françaises, avec des commandes qui se comptent désormais par centaines d'appareils. Et lorsqu'un pays achète un Rafale, il n'achète pas seulement un avion : il signe aussi pour des décennies de maintenance, de formation, de pièces détachées et de fournitures de missiles. Mais le succès français ne repose pas uniquement sur les avions de chasse. Les canons Caesar, dont les performances ont été remarquées en Ukraine, les frégates, les sous-marins, les hélicoptères, les missiles ou encore les radars de Thales séduisent eux aussi de nombreux pays. À lire aussiLa guerre au Moyen-Orient relance le marché mondial de la défense aérienne Le défi des industriels : produire plus vite Ces exportations donnent un bol d'air à la balance commerciale française, mais elles créent aussi un paradoxe pour les industriels du secteur. La filière de défense emploie plus de 200 000 personnes, directement ou indirectement. Pourtant, les carnets de commandes sont aujourd'hui si remplis que certaines usines peinent à suivre le rythme. Les industriels investissent massivement pour augmenter leurs capacités de production. Ils recrutent, agrandissent leurs sites, automatisent certaines chaînes et cherchent à sécuriser leurs sous-traitants. Malgré cela, plusieurs sites sont confrontés à des goulots d'étranglement qui ralentissent les livraisons. Or, dans un contexte où les besoins militaires sont immédiats, attendre plusieurs années avant d'être livré peut pousser certains clients à se tourner vers d'autres fournisseurs. Le défi de l'industrie française de la défense n'est donc plus seulement de vendre ses équipements. Il est désormais de les produire en quantité suffisante et surtout suffisamment vite.

GREY Journal Daily News Podcast
Will Helsing's $18 Billion Valuation Reshape Defense Tech?

GREY Journal Daily News Podcast

Play Episode Listen Later Jul 13, 2026 1:14


CNBC reported that Helsing raised $1.8 billion at an $18 billion valuation, positioning the company as a European counterpart to Anduril. The funding equips Helsing to finance research and development, certifications, field trials, and working capital for milestone based government contracts. Anduril Industries, founded by Palmer Luckey, provides a comparison point for venture backed defense software outcomes. Rising European defense budgets and NATO's two percent of GDP guideline are shaping demand for software centric systems. Startups face long sales cycles and strict security requirements, often partnering with primes like BAE Systems, Airbus, Thales, Leonardo, and Rheinmetall. The round sets a visible benchmark for late stage defense software valuations in Europe and heightens expectations for delivery capacity and security readiness.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

L’invité de l’économie
L'intelligence artificielle, au cœur de la transformation des entreprises du CAC 40, avec François Monnier, directeur de la rédaction du magazine Investir

L’invité de l’économie

Play Episode Listen Later Jul 10, 2026 9:37


Aujourd'hui dans "Les voix de l'économie", Stéphane Pedrazzi s'entretient avec François Monnier, le directeur de la rédaction du magazine Investir. Ensemble, ils explorent les principaux enseignements du premier semestre 2026 sur les marchés financiers, marqué par une volatilité importante, mais aussi par une capacité remarquable des entreprises à s'adapter.L'un des points forts de cet épisode est la présentation du numéro exceptionnel d'Investir, réalisé cette année avec la participation de plus de la moitié des patrons du CAC 40. Ces chefs d'entreprise partagent leur vision et leur expérience sur la façon dont l'intelligence artificielle révolutionne en profondeur leurs organisations. Parmi les témoignages marquants, on retrouve celui de Maurice Lévy, le PDG de Publicis, qui explique comment l'IA a permis à son groupe de générer 2 milliards d'euros de revenus supplémentaires en trois ans, creusant ainsi l'écart avec ses concurrents. Bernard Arnault, le président-directeur général de LVMH, souligne quant à lui comment l'IA encourage l'esprit entrepreneurial et favorise l'audace au sein de ses équipes.Les patrons de Michelin, d'Air Liquide et de Thales apportent également leur éclairage, démontrant que l'IA n'est plus une simple couche technologique, mais bien un levier de transformation intégré au cœur de leurs activités, générant des gains de productivité et de compétitivité substantiels.François Monnier revient aussi sur les principales tendances qui ont marqué les marchés financiers au premier semestre, entre guerre au Moyen-Orient, hausse des taux d'intérêt et performances contrastées des différentes places boursières.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

JSEDirect with Simon Brown
Defence Stocks and the Replacement Trade | Why Lockheed Martin Wins

JSEDirect with Simon Brown

Play Episode Listen Later Jul 7, 2026 21:48


Wars burn hardware, and rebuilding it takes years. This week Simon Brown works through the defence sector as a replacement thesis — the US fired roughly half its THAAD interceptor stockpile in twelve days against Iran — and settles on Lockheed Martin as his pick, with RTX as a second choice. He weighs the faster-growing but pricier European names (Leonardo, Thales, BAE Systems, Rheinmetall), runs through the main defence ETF options, and flags the risks: budgets are politics, and forward orders still have to convert. Also covered: a post-IPO look at Bending Spoons, SK Hynix's planned $28bn Nasdaq listing and the memory trade, and the Q2 review of the Equity Coverage AI project — 26 names, 22 buys and one sell. WorldWideMarkets is part of JustOneLap.com.

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
Walmart wird Optiker - Griechen-Comeback, Microsoft struggelt & Broadcom x Apple

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Jul 7, 2026 16:11


Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Broadcom steigt dank neuem Apple-Deal. Microsofts Xbox-Sparte struggelt. TeraWulf mit 20-Mrd.-Deal mit Anthropic. EasyJet wird übernommen. Novartis, Lockheed und Thales kaufen zu. TKMS bekommt Kanada-U-Boot-Auftrag. Walmart (WKN: 860853) bildet jetzt eigene Optiker aus und baut mit OnePay eine Finanz-App mit 6 Mio. Nutzern. Reichen diese smarten Wetten, um das hohe KGV zu rechtfertigen? Pleite-Griechen war einmal. Die Börse in Athen schlägt den DAX. 2027 kommt Griechenland zurück in den MSCI World. Kri-Kri Milk (WKN: A1W3NH), Karelia Tobacco (WKN: A2PW6U) und Lamda Development (WKN: 691513) zeigen, was abseits der Banken geht. Diesen Podcast vom 07.07.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

INSIDE FINANCE
Rassegna Stampa Economica del 7 Luglio. A cura di Giuliano Casale

INSIDE FINANCE

Play Episode Listen Later Jul 7, 2026 6:10


Rassegna stampa economico-finanziaria del 7 Luglio 2026, strutturata per macro-temi e basata sulle principali testate giornalistiche nazionali.Economia, conti pubblici e PNRRTestate: Il Sole 24 Ore / Corriere della Sera / Italia OggiArrivano segnali positivi dalla Pubblica Amministrazione sul fronte dei pagamenti. Secondo il Sole 24 Ore, la PA salda le fatture con un anticipo medio di 16,1 giorni, migliorando la liquidità delle imprese fornitrici, riducendo il fabbisogno di capitale circolante e rafforzando l'affidabilità dello Stato nei confronti del sistema produttivo.Sul piano della sostenibilità fiscale torna al centro il tema delle coperture finanziarie. Carlo Cottarelli richiama l'attenzione sul costo delle promesse elettorali, stimato tra 140 e 150 miliardi di euro all'anno, sottolineando l'importanza di affiancare a ogni proposta una chiara indicazione delle risorse necessarie per finanziarla.Sul fronte delle entrate, il gettito IVA continua a crescere. Il dato rappresenta un segnale positivo per i conti pubblici e riflette una buona capacità di incasso dello Stato, anche se resta fondamentale distinguere l'effetto dell'inflazione dalla reale crescita dei consumi.Banche, finanza e regole dei mercatiTestate: MF / Il Sole 24 Ore / Italia OggiLa governance delle istituzioni finanziarie europee continua ad attirare l'attenzione degli operatori. Il dibattito sulle cosiddette "porte girevoli" tra BCE e grandi istituzioni finanziarie riporta al centro il tema dell'indipendenza degli organismi di vigilanza e della credibilità del sistema bancario europeo.Prosegue inoltre il confronto sulla riforma del Testo Unico della Finanza. Le modifiche alle regole sul delisting vengono considerate rilevanti per il futuro di Piazza Affari, poiché incidono sulla tutela degli azionisti di minoranza e sull'attrattività del mercato italiano per nuovi investitori.Anche la riforma delle Corti tributarie assume una rilevanza economica crescente. Tempi certi della giustizia fiscale e maggiore qualità del contenzioso vengono considerati elementi fondamentali per favorire nuovi investimenti e migliorare il clima imprenditoriale.Industria, difesa e innovazioneTestate: La Stampa / Avvenire / Il Giornale / Italia Oggi / Il FoglioL'industria italiana della difesa continua a rafforzare il proprio posizionamento. Fincantieri punta a sviluppare un polo dedicato alla subacquea capace di generare circa 1 miliardo di euro di ricavi, confermando la crescente importanza delle tecnologie marine per sicurezza, energia e infrastrutture strategiche.Leonardo e Thales consolidano invece il proprio ruolo nei sistemi di comunicazione della NATO. Il riarmo europeo continua così a sostenere la domanda di elettronica, cybersecurity, spazio, sensoristica e comunicazioni sicure, rafforzando una delle filiere industriali più dinamiche del continente.L'Unione Europea avvia inoltre i primi progetti comuni nel settore della difesa, segnando un primo passo verso una politica industriale condivisa che punta a trasformare la spesa militare in sviluppo tecnologico e capacità produttiva europea.Energia, geopolitica e autonomia strategicaTestate: La Stampa / La Verità / Il Fatto Quotidiano / Domani / Il Foglio / MFEnergia e difesa diventano sempre più interconnesse. Il confronto sul programma SAFE evidenzia come sicurezza energetica, autonomia industriale e investimenti strategici siano ormai parte di un'unica politica economica europea.Parallelamente continua il dibattito sull'aumento della spesa per la difesa all'interno della NATO. Se da un lato cresce il peso della spesa pubblica, dall'altro emergono nuove opportunità per lo sviluppo delle filiere tecnologiche europee legate alla sicurezza.Sul fronte energetico arriva un segnale positivo da Enel, che inaugura la prima centrale idroelettrica ibrida d'Europa. L'integrazione tra produzione, accumulo e flessibilità della rete rappresenta un passo avanti verso una maggiore indipendenza energetica e una riduzione della volatilità dei costi.Infrastrutture, trasporti e servizi pubbliciTestate: Repubblica / La Stampa / Corriere della Sera / Il Sole 24 Ore / Italia OggiTrasporti e infrastrutture restano una delle principali criticità del sistema Paese. Guasti ferroviari, cantieri e difficoltà operative lungo l'alta velocità hanno provocato nuovi disagi, evidenziando l'importanza di accelerare gli investimenti per migliorare efficienza e affidabilità della rete.Prosegue inoltre il confronto sulla governance di Ferrovie dello Stato. La stabilità manageriale viene considerata essenziale per garantire la realizzazione degli investimenti finanziati dal PNRR e migliorare la qualità dei servizi.Anche il Piano Casa continua il proprio percorso, con i Comuni che chiedono maggiori garanzie sulle coperture finanziarie. Il tema dell'abitazione viene sempre più collegato alla competitività dei territori, alla mobilità del lavoro e allo sviluppo economico locale.Fisco, lavoro e sostenibilità della spesa pubblicaTestate: Corriere della Sera / Il Giornale / Italia OggiTorna al centro del dibattito il costo delle politiche sociali. Il Reddito di Cittadinanza viene nuovamente analizzato sotto il profilo della sostenibilità finanziaria e dell'efficacia nel favorire l'inclusione lavorativa, alimentando il confronto sulle future politiche di welfare.Il rafforzamento del gettito IVA rappresenta un segnale incoraggiante per la finanza pubblica, ma gli analisti sottolineano come sia necessario valutare questi risultati insieme all'andamento reale dei consumi e dell'inflazione per misurare l'effettiva solidità della domanda interna.

Investissement et Trading au quotidien
SpaceX entre au Nasdaq 100, Samsung bat le consensus : TOUT ce qu'il faut retenir ce matin

Investissement et Trading au quotidien

Play Episode Listen Later Jul 7, 2026 17:03


Séance sous tension ce mardi 7 juillet. Les futures US reculent d'environ 1%, tirés par le Nasdaq, au lendemain d'un rebond record du Dow au-dessus des 53 000 points. Dans le même temps, Samsung publie un résultat opérationnel trimestriel bien au-dessus du consensus, dopé par la demande d'IA sur la mémoire, pendant que SpaceX fait son entrée dans le Nasdaq 100. On décrypte ce grand écart entre fondamentaux solides et valorisations tendues, avec le pétrole toujours au tapis, le rachat d'Exail par Thales, le Bitcoin en peur extrême et le coup d'envoi imminent de la saison des résultats. Comment se positionner quand le marché change d'humeur en douze heures.

Radio Monaco - La Tendance des Marchés
Une séance sans conviction à Paris

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Jul 7, 2026 1:14


La Bourse de Paris a entamé la semaine sans véritable élan. Le CAC 40 a terminé en légère baisse de 0,33 %, sous les 8 500 points, malgré un contexte économique plutôt favorable et une actualité d'entreprises particulièrement riche. Les investisseurs ont notamment salué le retour des opérations de fusion-acquisition.À Paris, Thales a annoncé le rachat d'Exail Technologies pour une valorisation de 3,9 milliards d'euros. Au Royaume-Uni, le titre EasyJet a grimpé de 8,63% après avoir accepté le principe d'une offre de rachat du fonds américain Castlelake. Sur le front macroéconomique, le moral des investisseurs s'est nettement amélioré en zone euro, avec un indice qui est ressorti bien au-dessus des attentes. Malgré ces éléments, les marchés restent prudents. Les interrogations persistent autour des valorisations des géants de la technologie et de l'intelligence artificielle, après la forte hausse enregistrée ces derniers mois. Tous les regards se tournent désormais vers Samsung, dont les résultats trimestriels seront publiés dans la journée.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Le décryptage de David Barroux
Thales remporte une bataille stratégique contre Safran

Le décryptage de David Barroux

Play Episode Listen Later Jul 7, 2026 3:18


Dans cet épisode du "Décryptage", Pierrick Fay décrypte la bataille qui a opposé les géants français Thales et Safran autour de l'entreprise Exail Technologies, spécialisée dans les drones et les systèmes de navigation. Thales a finalement remporté cette acquisition à 4 milliards d'euros, soit 1,7 milliard de plus que l'offre de Safran, dans le but de renforcer ses activités dans la défense et la sécurité. Les enjeux stratégiques et les perspectives de ce rachat sont analysés en détail.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Identity At The Center
#432 - IdentiBeer Rome and 3 Courses of IAM with Alessandro Piscopo

Identity At The Center

Play Episode Listen Later Jul 6, 2026 44:27


Jim McDonald takes the Identity at the Center podcast on the road to Rome, Italy, for a special two-part episode. The first segment is an IdentiBeer roundup where Jim gathers quick-fire takes from practitioners in the Italian IAM community, including Andrea Rossi and Alessandro Piscopo of IAMONES and Marco Venuti of Thales on the biggest trends shaping identity today. The second segment is a three-course meal where Jim sits down with Alessandro Piscopo, Head of AI and Co-founder at IAMONES, to discuss AI and identity over food and wine.Across a seafood starter, scialatielli alla pescatora, and tiramisu, the conversation covers the history of AI in identity, why LLMs represent a revolution rather than an evolution, the AI-first product philosophy versus retrofitting AI onto legacy systems, compute and architecture constraints facing large language models, and what life looks like for the IAM practitioner in 2030. Alessandro envisions an identity equivalent of Claude Code, a specialized AI tool that democratizes identity expertise the way coding assistants have transformed software development.0:00 Intro and IdentiBeer Rome roundup7:01 Alessandro on AI for IAM vs. IAM for AI12:00 Three-course dinner begins - Course 1: Seafood starter14:09 History of AI in identity, from ML models to LLMs17:51 Course 2: Scialatielli alla pescatora and Falanghina wine19:56 AI-first products vs. AI layered onto legacy systems22:00 Transition period and the new world of identity24:04 The ChatGPT moment vs. the iPhone moment27:05 Compute constraints, energy costs, and architecture breakthroughs30:46 Smaller models and cost-efficiency tradeoffs32:35 Course 3: Tiramisu, baba, and espresso33:00 Life as an IAM practitioner in 203035:19 Claude Code for IAM and democratizing identity tools37:24 App store ecosystem analogy for AI platforms43:07 Closing thoughtsKeywords: IAM, identity and access management, AI for IAM, IAM for AI, agentic AI, non-human identity, IGA, LLMs, large language models, AI-first, machine learning, Alessandro Piscopo, IAMONES, Jim McDonald, Jeff Steadman, Identity at the Center, IDAC, IdentiBeer, Rome, Italy, Marco Venuti, Thales, Andrea Rossi, agentic identity, transformer architecture, compute efficiency, identity practitioner 2030, Claude Code for IAM, identity democratization, Identiverse, European Identity Conference

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Jul 06, '26 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Jul 6, 2026 59:12


On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street's continuing rally in the wake of the US-Iran deal; outlook for air travel as analysts adjust war's impact on energy and air travel; Castlelake's $7.3 billion offer to acquire the European discount carrier; expectations as NATO leaders convene in Ankara for the alliance's annual summit; Saab's massive week as Ukraine ordered 16 of the company's most advanced Gripen E fighter aircraft, on top of the 16 C-D versions of the jets donated by the Swedish government, and signature of a nearly $5 billion contract for three of the Swedish firm's A26 submarines; how the Gripen order could boost Saab's prospects as Canada's next fighter and whether HDW's loss will boost Hanwha's offer over the German company's proposal in Ottawa's competition for a dozen new attack submarines; Thales buys drone and robotics maker Exail after Safran scrapped it's $2.3 billion offer to buy the French firm; continuing consequences for Rheinmetall and Thales of Germany's decision to cancel the six-ship F126 frigate program; KNDS' decision to pull its initial public offering; the Federal Aviation Administration's move to create new rules for supersonic civil transports; and RocketLab's $8 billion acquisition of Iridium to compete against SpaceX and its StarLink product.

Mercado Abierto
Análisis Europa

Mercado Abierto

Play Episode Listen Later Jul 6, 2026 5:34


Easyjet llega a un acuerdo de principio con la firma de inversión estadounidense Castlelake y Thales comprará el 35,5% de la familia Gorgé en Exail para lanzar una OPA para alcanzar el 100%. Los movimientos que marcan la sesión en Europa con Pablo García, director de Divacons Alphavalue.

Cierre de mercados
Cierre de Mercados: 06/07/2026

Cierre de mercados

Play Episode Listen Later Jul 6, 2026 53:59


Sin mucho sobresalto, andan en rojo las Bolsas europeas y en verde los futuros sobre índices estadounidenses. Wall Street y mercado Nasdaq regresan a la negociación tras festivo del viernes. Los inversores cuentan con un aumento de producción de la OPEP+ (+188.000b/d desde agosto), lo que favorece un petróleo contenido en precio. En macro, la referencia destacada son los pedidos Industriales en Alemania, mejores de lo esperado. La atención también se centra en la cumbre de la OTAN que comienza mañana, donde el gasto en defensa vuelve a la agenda, impulsado por la compra de Exail por parte de Thales. Además, el conflicto en Ucrania sigue escalando tras los ataques a subestaciones en Crimea, mientras que las conversaciones entre Putin y Trump añaden incertidumbre geopolítica. Esta semana será clave para los bancos centrales. Se publicarán las minutas del BCE y de la Fed, que podrían tener más peso de lo habitual. Se va a serguir cuestionando si las valoraciones tecnológicas han ido demasiado lejos o no. El análisis es de Miguel Ángel Rodríguez, de Willybit. Y hablamos sobre crisis de memorias RAM con Alberto Pascual, de Ingram.

Alles auf Aktien
ETFs für die neue Rüstung und der erste SpaceX-Konkurrent

Alles auf Aktien

Play Episode Listen Later Jun 30, 2026 21:18 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über stark steigende Tech-Kurse, kriselnde Telekoms und Aufspaltungstendenzen bei Comcast. Außerdem geht es um Amazon, Alphabet, Meta Platforms, AMD, Arm Holdings, Broadcom, Intel, Marvell Technology, Seagate Technology, Western Digital, ASML, Applied Materials, KLA, Lam Research, Caterpillar, GE Vernova, Quanta Services, Samsung Electronics, SK Hynix, Micron Technology, Comcast, Charter Communications, Heidelberg Materials, JPMorgan Chase, Deutsche Telekom, AT&T, Verizon Communications, T-Mobile US, American Tower, Crown Castle, SBA Communications, SpaceX, Nike, VanEck Defense ETF (WKN: A3D9M1), WisdomTree Europe Defence ETF (WKN: A40Y9K), Rheinmetall, AeroVironment, BAE Systems, Thales, Lockheed Martin, RTX, Kratos Defense & Security Solutions, Red Cat Holdings, Planet Labs, Palantir Technologies, MDA Space, Invesco Defence Innovation ETF (WKN: A40J95), HANetf Future of Defence ETF (WKN: A3EB9T), Palo Alto Networks, CrowdStrike, Safran, Curtiss-Wright, Leonardo, Elbit Systems, Hanwha Aerospace, Saab, Singapore Technologies Engineering, Kongsberg Gruppen, Leidos, Global X Defence Tech ETF (WKN: A40E7A), General Dynamics, Northrop Grumman, L3Harris Technologies, Amundi STOXX Europe Defense UCITS ETF (WKN: ETF264), Rolls-Royce Holdings, Airbus, Dassault Aviation, Hensoldt, RENK Group, Babcock International, QinetiQ, Chemring Group, HanETF Indo-Pacific Defence ETF (WKN: A419AU), Bharat Electronics, Hindustan Aeronautics, Hyundai Rotem, Korea Aerospace Industries, LIG Nex1, Mitsubishi Heavy Industries, DroneShield, Electro Optic Systems, Rocket Lab, Iridium Communications. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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

PODDELAS
POD ENTRAR: Tour pela mansão de Nathalia Valente e Yuri Meirelles com Rafal Uccman

PODDELAS

Play Episode Listen Later Jun 29, 2026 27:54


No episódio de hoje do #PodEntrar, a Rafa Uccman foi conhecer de perto a casa da Nathalia Valente e do Yuri Meirelles — e já adiantamos: esse tour está cheio de momentos que você não vai acreditar!

Technologicznie
Jak pilnowane są Twoje dane? Przez kogo i czym?

Technologicznie

Play Episode Listen Later Jun 29, 2026 26:35


W kolejnym odcinku serii Technologicznie Cyber Security Summit gośćmi Jarosława Kuźniara są Jarosław Ulczok i Bartosz Chmielewski z firmy Thales. Rozmawiają o tym, jak firmy podchodzą do ochrony danych. Gdzie najczęściej popełniają błędy? Zanim w ogóle wybierzemy technologię, musimy wiedzieć, co chronimy. Klasyfikacja danych to nie IT to decyzja biznesowa.To rozmowa o szyfrowaniu i złudnym poczuciu bezpieczeństwa, jakie ono daje. O aplikacjach webowych jako miejscu dostępu do surowych danych. O Shadow AI, czyli pracownikach, którzy w dobrej wierze wrzucają do zewnętrznych modeli rzeczy, których nie powinni. I o tym, co przyniesie komputer kwantowy. Jeszcze nie jutro, ale wcześniej niż myślimy.Z tego odcinka programu Technologicznie dowiesz się:- Dlaczego klasyfikacja danych to pierwszy krok w ochronie?- Czym jest klucz szyfrujący i czemu jego ochrona bywa ważniejsza niż szyfrowanie?- Co to jest Shadow AI i dlaczego stanowi realne zagrożenie?- Dlaczego komputer kwantowy to zagrożenie już teraz, nie za 20 lat?Partnerem serii Technologicznie Cyber Security Summit jest Clico.Masz pytanie do ekspertów? Możesz je zadać tutaj: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://tally.so/r/npJBAV ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠W aplikacji Voice House Club m.in.:✔️ Wszystkie formaty w jednym miejscu.✔️ Możesz przeczytać lub posłuchać.✔️ Transkrypcje odcinków Serii in Brief z dodatkowymi materiałami wideo.Dołącz: ​​⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/VoiceHouseClub ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Znajdziesz nas też:

Cosmos with Cosmos
The SHOT: Eclipse of Thales

Cosmos with Cosmos

Play Episode Listen Later Jun 24, 2026 13:05


In this episode, Liz discusses the eclipse of Thales! Take a shot with us!*Always Drink Responsibly*Follow Us!Twitter: @drinkingcosmosInstagram: @cosmoswithcosmos Blue Sky: @cosmoswithcosmoshttps://cosmoswithcosmos.com/Credits:Eric Skiff - Resistor Anthems http://EricSkiff.com/musicStars Background Vid Credit - Josu Relax http://relaxing-site.890m.com https://www.youtube.com/watch?v=X6dJEAs0-GkTheme Music Remixed by: Ron Proctor https://www.youtube.com/channel/UC__fjzKFm0X0BQWHjYX8Z_wCheck Out!Wildixiahttps://www.etsy.com/shop/Wildixia?ref=profile_headerRon Proctor@MrProctorShowRolling Bluff Planetariumhttps://www.rollingbluffsplanetarium.com/

INSIDE FINANCE
Rassegna Stampa Economica del 23 Giugno. A cura di Giuliano Casale.

INSIDE FINANCE

Play Episode Listen Later Jun 23, 2026 6:40


Rassegna Stampa Economica e Finanziaria – 23 Giugno 2026ECONOMIA, POLITICA INDUSTRIALE E PNRRTestate: Il Sole 24 Ore, MF, Corriere della Sera, Avvenire, Italia OggiPiano Casa: primo via libera parlamentare* La Camera ha approvato il Piano Casa, misura destinata ad aumentare l'offerta abitativa e favorire l'edilizia residenziale pubblica.* Nominato commissario straordinario l'architetto Felice Squitieri, con mandato fino al 31 dicembre 2027.* Obiettivo dichiarato: realizzare o recuperare circa 100.000 alloggi in dieci anni.* Prevista una maggiore apertura ai fondi esteri e novità sul fronte mutui e investimenti immobiliari.  Coltiva Italia: un miliardo per l'agricoltura* Il decreto “Coltiva Italia” mobilita 1 miliardo di euro per rafforzare la produzione agricola nazionale.* Focus su sicurezza alimentare, autosufficienza produttiva e resilienza della filiera agroalimentare.  PNRR: raggiunto il target sulla giustizia civile* L'Italia centra uno degli obiettivi più rilevanti del PNRR.* Ridotti i tempi medi dei procedimenti civili, migliorando uno degli indicatori storicamente più critici per la competitività del Paese.* Segnale positivo per attrazione di investimenti esteri e rating istituzionale.  Infrastrutture: accelerazione su ferrovie, cantieri e porti* Governo impegnato a sbloccare il dossier Ferrovie dello Stato.* Al centro anche la riforma della governance portuale per aumentare la competitività rispetto agli hub del Nord Europa.* Confermata l'accelerazione sugli investimenti infrastrutturali strategici.BANCHE, FINANZA E MERCATITestate: Il Sole 24 Ore, Milano FinanzaUniCredit-Commerzbank: Berlino alza le barricate* Il governo tedesco ha dichiarato che non intende cedere a UniCredit la quota pubblica del 12,7% di Commerzbank.* L'operazione resta quindi in stallo.* Si conferma il tema della resistenza politica europea alle grandi aggregazioni bancarie transfrontaliere.  MPS punta a diventare la nuova Mediobanca* Continua la strategia di rafforzamento di Monte dei Paschi.* Obiettivo dichiarato: evolvere verso un modello più vicino alle grandi banche d'affari italiane.* Possibili implicazioni sul futuro risiko bancario nazionale.  Euro digitale: sovranità monetaria europea* Secondo l'ex presidente INPS Pasquale Tridico, l'euro digitale rappresenta un passaggio fondamentale per l'autonomia monetaria dell'Unione Europea.* Tema sempre più centrale nel confronto con Stati Uniti e Cina.  Private Equity: in arrivo 800 exit* Attese circa 800 operazioni di exit nei prossimi anni.* Il 65% potrebbe finire in mani estere.* Evidenzia la difficoltà del sistema finanziario italiano nel trattenere il controllo delle imprese innovative in fase di maturazione.  ENERGIA, TECNOLOGIA E TRANSIZIONE DIGITALETestate: Milano Finanza, Il Giornale, Corriere della SeraData Center: Italia candidata a hub europeo* Secondo ING, la domanda dei data center potrebbe arrivare a 90 GW.* L'Italia viene indicata come hub strategico per la sovranità digitale europea.* Opportunità significativa per investimenti in reti elettriche, infrastrutture digitali e real estate tecnologico.  Sovranità tecnologica e fabbisogno energetico* Cresce il consenso sul fatto che AI, cloud e data center richiedano massicci investimenti nella produzione elettrica.* La competitività tecnologica sarà sempre più legata alla disponibilità di energia a costi sostenibili.  Nucleare: nuovi segnali di riapertura* Tornano le ipotesi di un ruolo operativo per Roberto Cingolani sul dossier nucleare.* Il tema rientra nell'agenda energetica strategica nazionale.  GEOECONOMIA, COMMERCIO INTERNAZIONALE E DIFESATestate: Corriere della Sera, Repubblica, La Stampa, Avvenire, Milano FinanzaIran-USA: accordo parziale su petrolio e nucleare* Dopo 18 ore di colloqui in Svizzera emerge una prima intesa tecnica.* Possibile sospensione per 60 giorni delle sanzioni sul petrolio iraniano.* Previsto lo sblocco di circa 12 miliardi di dollari di asset congelati.* Teheran potrebbe tornare a esportare greggio sui mercati internazionali.* Notizia potenzialmente positiva per la stabilizzazione dei prezzi energetici globali.  Difesa europea: accordo franco-tedesco sui carri armati* Francia e Germania rilanciano la cooperazione industriale nel settore difesa.* KNDS punta al carro armato europeo MGCS.* Valutazione stimata tra 15 e 18 miliardi di euro.* Coinvolti anche Rheinmetall e Thales.* Obiettivo operativo: sostituzione di Leopard 2 e Leclerc entro il 2040.  Italia-USA: il business continua* Nonostante le tensioni diplomatiche, le imprese confermano la volontà di mantenere relazioni economiche solide tra i due Paesi.* Il commercio resta il principale fattore di stabilizzazione dei rapporti transatlantici.  FISCO, PREVIDENZA E NORMATIVATestate: Il Sole 24 Ore, Italia Oggi, Il GiornaleTax Expenditures ancora a livelli record* Le agevolazioni fiscali censite restano 573.* Nonostante alcuni tagli, il sistema continua a essere molto frammentato.* Tema cruciale per il futuro della riforma fiscale.  Previdenza: ritorna il dibattito sul controllo umano* Cresce l'attenzione sul ruolo dell'automazione nella gestione pensionistica.* Le casse previdenziali tornano a chiedere modifiche fiscali e statistiche per migliorare la sostenibilità del sistema.   CONSUMI, TURISMO E SANITÀTestate: Libero, Italia Oggi, Sole 24 Ore SaluteTurismo record, ma prezzi ancora elevati* La stagione estiva si conferma molto positiva sul fronte degli arrivi.* Tuttavia l'inflazione continua a comprimere la capacità di spesa delle famiglie.* Alcune località segnalano minore permanenza media e maggiore attenzione ai prezzi.Farmaci: aumenta la pressione sui prezzi* Cresce il confronto tra AIFA, industria e sistema sanitario sui costi dei medicinali.* Possibili effetti sui bilanci pubblici e sulla spesa sanitaria privata.  Gettonisti: oltre un miliardo in due anni* La sanità pubblica ha speso oltre 1 miliardo di euro in due anni per personale medico a gettone.* Il fenomeno continua a rappresentare una criticità strutturale per il SSN.  

Monday Breakfast
Jewish Council of Australia | Covid Mask Bloc Naarm | S11 Protest | Gay Liberation Show 1978 on Lesbianism |

Monday Breakfast

Play Episode Listen Later Jun 21, 2026


Welcome to the Monday Breakfast Show!  Headlines: NSW police clear Waterloo public housing protest encampment ahead of redevelopment worksUS to stockpile weapons in regional Victoria town of BandianaProtests outside Thales' office in so-called melbourne following revelations the company manufactures explosive for israel funded by australian taxpayer dollars We were first joined by Ohad Kozminsky, member of the Jewish Council of Australia, the AEU, and a collective within the AEU pushing to build activism in the union known as FIGHT THE CRISIS. We spoke about the JCA's contributions to the royal commission into antisemitism and social cohesion, the in-principle agreement that AEU members voted to reject, and building activism within the AEU rank and file.  Buzz from the Covid Mask Bloc Naarm joined us to speak about the organisation, distributing masks, zines and air purifiers to anti-colonial organisations. We played archival audio from the s11 protests - as part of a compilation series of audio being played on breakfast shows over the next week.  The show ends with a conversation from the 11th of October 1978 -- the Gay Liberation Show featured a conversation with Jules Cassidy, author of We Are Here: Conversations With Lesbian Women. Provided to us by the Australian Queer Archives! 

Le Journal de l'Economie
Fin de la collaboration entre Shein et le BHV Marais, révision à la baisse de la croissance économique par la Banque de France et demande de répercussion de la baisse des prix du pétrole par le gouvernement

Le Journal de l'Economie

Play Episode Listen Later Jun 17, 2026 8:12


Au sommaire :Le BHV met fin à son partenariat avec l'enseigne de fast fashion Shein, qui quittera ses rayons d'ici la fin de l'année, dans le cadre d'un repositionnement stratégique du grand magasin parisien.La Banque de France revoit à la baisse ses prévisions de croissance économique pour 2026, désormais estimée à seulement 0,5%, et relève ses perspectives d'inflation à 2,5% pour l'année.Le gouvernement demande aux distributeurs de carburant de répercuter rapidement la baisse des prix du pétrole, le baril de Brent ayant perdu 15 dollars depuis l'annonce d'un accord de paix entre les États-Unis et l'Iran.Selon le baromètre Eurostat, la France se classe 24e sur 27 pays européens concernant le taux d'emploi des jeunes diplômés, le Conseil d'analyse économique proposant des solutions pour stimuler l'emploi des jeunes.Renault annonce un nouveau partenariat avec Thales pour produire à grande échelle un système de munitions téléopérées, dans le cadre du salon Eurosatory.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Economia dia a dia
Da estrada para o campo de batalha: porque está a Renault a apostar na Defesa?

Economia dia a dia

Play Episode Listen Later Jun 17, 2026 4:23


A Renault vai produzir veículos militares e drones. A fabricante automóvel francesa entra assim na indústria da Defesa, numa altura em que a Europa está a reforçar o investimento militarSee omnystudio.com/listener for privacy information.

Tech&Co
Mikaël Brossard, vice-président de cortAIx, l'accélérateur d'IA de Thales pour les systèmes critiques – 16/06

Tech&Co

Play Episode Listen Later Jun 16, 2026 9:39


Mikaël Brossard, vice-président de cortAIx, l'accélérateur d'IA de Thales pour les systèmes critiques, était l'invité de François Sorel dans Tech & Co, la quotidienne, ce mardi 16 juin. Il s'est penché sur la façon dont l'IA s'immisce dans le domaine de la défense, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.

Alles auf Aktien
Die 7 Lektionen aus dem SpaceX-IPO und die besten Weltraum-ETFs

Alles auf Aktien

Play Episode Listen Later Jun 15, 2026 22:15 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über schlechte Nachrichten von Rheinmetall, KI-Ärger für Anthropic und den Absturz der Platform Group. Außerdem geht es um Adobe, Marvell Technology, Tui, Lufthansa, Fraport, Deutsche Bank, Commerzbank, Hypoport, Nvidia, Alphabet, Meta, Tesla, Morningstar, iShares Space Technologies (WKN: A42BME), ARK Space & Defence Innovation (WKN: A419N7), WisdomTree Space Economy (WKN: A429CU), VanEck Space Innovators ETF (WKN: A3DP9J), Rocket Lab, ESCO, Korea Aerospace, Saab, Dassault Aviation, AeroVironment, Thales, MDA Space, Intuitive Machines, AMD, L3Harris, Kratos, Teradyne, Amazon, Palantir, Mitsubishi Heavy, Avio, AST SpaceMobile, EchoStar, Planet Labs, Redwire, BlackSky. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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 Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Beurswatch | BNR
Beleggers juichen om Irandeal: Trump de vredesduif of dooie mus?

Beurswatch | BNR

Play Episode Listen Later Jun 15, 2026 21:16


Het is gelukt: er ligt een deal tussen Iran en de VS. Komende vrijdag wordt 'ie ondertekend in Zwitserland. Dan krijgen we ook de details. Voor nu is er nog een hoop onduidelijk, bovendien moet een deel ook nog ná het tekenen worden uitonderhandeld. Toch stelt het beleggers, zeker in de VS, vast gerust. Amerikaanse beurzen staan fors hoger. Is dat terecht of voorbarig? We zoeken het voor je uit. Gaan we je ook vertellen over de nieuwste tegenslag van Anthropic. De twee paradepaardjes van het bedrijf, AI-modellen Fable en Mythos, mogen de VS niet meer uit door een ingreep van de Amerikaanse overheid. Het zoveelste voorbeeld van de bekoelde relatie tussen die twee en bovendien een pijnlijke tegenvaller zo vlak voor de aanstaande beursgang. In hoeverre die daarmee ook in gevaar komt, gaan we ook bespreken. Hoor je ook nog over: Wéér een social media verbod en in hoeverre dat een gevaar is voor social media bedrijven Een kans in defensie voor een Frans autobedrijf RvC's die aandeelhouders passeren in hun bonusbeleid Nieuwe importheffingen van Donald Trump Te gast: Jean-Paul van Oudheusden van eToro en Markets Are Everywhere 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.

Awake: The Life of Yogananda Minute By Minute
Autobiography Chapter 33, Part 4: Babaji's immortal promise

Awake: The Life of Yogananda Minute By Minute

Play Episode Listen Later Jun 11, 2026 77:00


This episode covers the last part of chapter 33 from: “During my visit at Ranbajpur with Ram Gopal…” to the end of the chapter. Summary: This last part of the chapter covers Ram Gopal's significant meeting with Babaji and Mataji near Dashashwamedh Ghat in Benaras (Varanasi). We examined the supernatural elements of the encounter, including the appearance of light beings and the manifestation of Babaji's physical form, as well as the philosophical implications of Babaji's promise to remain physically present on Earth. We analyse the spiritual significance of bowing and reverence in Hindu tradition, discussed cross-references to Greek philosophy and biblical texts, and explored the concept of masters maintaining physical forms for specific missions. They also considered the broader implications of the chapter's themes about immortality, maya (cosmic delusion), and the nature of spiritual existence. 0:00 Introduction; 1:15 Prior Episode; 2:20 Mataji; 9:15 Flying without wings; 26:15 Immortal promise; 42:40 Coming back down to earth; 1:01:40 Epic footnote; 1:10:40 Reflections on the chapter. Links discussed in the episode: https://en.wikipedia.org/wiki/Dashashwamedh_Ghat https://en.wikipedia.org/wiki/Thales_of_Miletus https://en.wikipedia.org/wiki/Chiranjivi?wprov=sfla1 Homework for next episode— Read, absorb and make notes on the start of chapter 34 to: “...releasing the sweet seed-memories of my previous life.” #autobiographyofayogi  #autobiographylinebyline  #paramahansayogananda Autobiography of a Yogi awake.minute Self-Realization Fellowship Yogoda Satsanga Society of India #SRF #YSS 

Defence Connect Podcast
AUKUS expansion, artillery manufacturing and Australia's regional defence role

Defence Connect Podcast

Play Episode Listen Later Jun 11, 2026 29:21


As AUKUS implementation accelerates, questions remain around Australia's role in the Indo-Pacific and how the nation should balance capability development with regional strategic priorities. In this episode of the Defence Connect Podcast, Stephen Kuper, Robert Dougherty and Bethany Alvaro discuss a busy week across Australia's defence landscape, including the establishment of a new US Navy support activity in Perth to support personnel involved in Submarine Rotational Force-West under AUKUS. The discussion explores the significance of the new naval support activity and what it means for the growing American military and defence industry presence in Western Australia. The team also assesses $72 million of investment in a new large-calibre artillery forging facility in Queensland and the importance of expanding domestic ammunition production capacity. Attention then turns to the delivery and testing of the AS9 Huntsman self-propelled howitzer and the increasing importance of mobile artillery systems. On defence exports, the team discusses Thales' accelerated delivery of Bushmaster protected mobility vehicles to the Netherlands and considers the future evolution of the iconic Australian platform. Rounding out the episode, the panel dives into Australia's ongoing support for Ukraine through Operation Kudu and the debate surrounding Australia's role in maintaining security and stability across the Indo-Pacific. Enjoy the podcast, The Defence Connect team  

Bispos Lucas e Priscila Rodovalho Cunha
SUA FÉ TEM GERADO MOVIMENTO - THALES MARTINS

Bispos Lucas e Priscila Rodovalho Cunha

Play Episode Listen Later Jun 10, 2026 41:38


SUA FÉ TEM GERADO MOVIMENTO - THALES MARTINS by Sara Sede Brasília

Os Economistas Podcast
JUROS EXPLODINDO, BITCOIN DERRETENDO E OPORTUNIDADES NA BOLSA! (Time Finclass) | Os Economistas 224

Os Economistas Podcast

Play Episode Listen Later Jun 5, 2026 78:41


TRABALHE NO MERCADO FINANCEIRO E DESCUBRA COMO CHEGAR AOS R$ 18 MIL OU MAIS POR MÊS! https://finc.ly/c1b8d20709 CONTABILIZEI: USE O CUPOM ECONOMISTAS E GANHE A 2ª MENSALIDADE! https://bit.ly/economistas-ctbz-05062026Maio foi brutal. Curva de juros abrindo, bolsa no chão, Bitcoin descolando da máxima americana e a sensação de que não tem pra onde correr. Mas é exatamente nesse cenário que aparecem as melhores oportunidades, e foi pra isso que reunimos quatro feras na mesma bancada.Ricardo Figueiredo (FIIs) e Felipe Arrais (Research Internacional) recebem Eduardo Perez, especialista em renda fixa da Finclass, e Thales, especialista em criptoativos e produtos alternativos, pra desenhar o pano de fundo sem maquiagem e mostrar onde o dinheiro inteligente está se posicionando agora.Petróleo que não para de assustar, o Fed trocando de comando, Michael Saylor vendendo Bitcoin pela primeira vez, IPCA+8 disponível na renda fixa e fundo imobiliário sendo vendido por metade do valor do portfólio. Tem distorção sobrando. A pergunta é onde aproveitar.No fim, a aula que vale por todo o episódio: por que o home broker é o maior inimigo da sua carteira e por que os melhores investidores são, literalmente, os que menos mexem.Senta, aperta o cinto e pega o caderninho.CAPÍTULOS00:00 Abertura e o mês que doeu00:43 Recados: A Nova Carreira e Contabilizei05:06 Quem está na bancada hoje05:51 Maio: o show de horrores07:46 O prêmio na curva de juros09:19 Petróleo: o risco que ninguém sabe precificar10:43 Por que a bolsa Brasil estava deslocada12:15 Brent de 60 a 90: o estrago que ficou14:07 Inflação: alimentação, transporte e a tarifa amarela17:06 Petrobras 40% abaixo da paridade: ainda vem aumento?18:03 Gasolina em ano eleitoral: a conta que sempre volta19:33 O que está mais volátil: petróleo ou Bitcoin?20:07 A saída de capital nos ETFs de Bitcoin22:08 O FOMO migrou: agora todo mundo quer Nvidia23:41 Michael Saylor vende Bitcoin pela primeira vez26:43 IA, ciclo de 4 anos e o inverno cripto28:02 Lá fora: Fed, Europa, Ásia e China30:32 Sai Powell, entra Kevin Warsh34:15 REITs: os primos gringos dos FIIs36:21 FIIs: o IFIX no negativo e a distorção dos preços37:42 Faria Lima a 23 mil o metro: comprar o que não dá pra vender40:09 A curva virou uma reta (e isso é péssimo)41:20 Renda fixa: pré ou IPCA+?44:06 Sua carteira é uma caixa de ferramentas46:18 Título direto ou ETF: qual escolher49:34 O erro de olhar o ativo e esquecer a carteira50:39 Cripto: por que as altcoins ficaram pra trás52:36 Bitcoin no mesmo preço de 5 anos atrás53:37 Até onde o Bitcoin ainda pode cair56:36 Terras raras, semicondutores e a tese de defesa59:54 Dólar: o erro de esperar o "preço certo"01:04:23 Por que aporte de um tiro só é perigoso01:05:04 Enriquecer em moeda forte: a conta na planilha01:06:43 FIIs: onde estão os maiores descontos hoje01:11:27 O home broker é o maior inimigo do investidor01:13:19 Os melhores investidores são os que não mexem01:15:04 Home broker é igual supermercado: não entre com fome#bitcoin #rendafixa #fiis #dolar #petroleo

Alles auf Aktien
Superstar Dell und die neue Top-Aktie des KI-Wunderkindes

Alles auf Aktien

Play Episode Listen Later May 29, 2026 26:00 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über die Rüstungs-Rallye, die Anthropic-Ansage und eine perfekte Transformations-Wette. Außerdem geht es um Alphabet, Amazon, Super Micro Computer, MongoDB, Okta, NetApp, Autodesk, Elastic, SentinelOne, Rheinmetall, Hensoldt, Renk, TKMS, Leonardo, Thales, Eli Lilly, CVS Health, Dollar Tree, Best Buy, Nvidia, Nebius, Meta Platforms, CoreWeave, Bloom Energy, SanDisk, Broadcom, AMD, Oracle, Micron, VanEck Semiconductor UCITS ETF (WKN: A2QC5J), Schaeffler, Spire, Hexagon, Vanguard FTSE All-World ETF (WKN: A2PKXG). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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

Capital
Amper: “Ya somos una de las diez compañías más grandes de Europa en telecomunicaciones de uso dual”

Capital

Play Episode Listen Later May 27, 2026 17:38


Amper se está consolidando como uno de los actores relevantes del sector de defensa y seguridad en Europa, según ha explicado su consejero delegado, Enrique López, en una entrevista en Radio Intereconomía. El directivo señala que la compañía llegó a esta nueva etapa a finales de 2022 con el objetivo de posicionarse en los sectores de defensa y seguridad nacional, así como en energía y sostenibilidad, considerados clave para la autonomía estratégica de los países. En este contexto, afirma que el entorno geopolítico actual ha actuado como “viento de cola para estos segmentos”. López destaca que Amper se sitúa “entre las 10 empresas más importantes de Europa en telecomunicaciones de uso dual”, una posición reforzada tras la adquisición de Teltronic, que ha ampliado sus capacidades tecnológicas y operativas. La compañía estructura su además actividad en otras dos grandes áreas: sistemas de defensa y seguridad, y gestión y almacenamiento energético En términos financieros, el CEO de Amper explica que, aunque la parte de energía tiene ahora mismo más peso en ventas, la división de defensa ya representa la mayor parte del EBITDA. El objetivo, añade, es que “en 2028 ambas áreas estén equilibradas en ingresos, pero más del 65% del Ebitda estará en la parte de Defensa y seguridad nacional”. De cara al futuro, Amper se marca como objetivo casi triplicar las ventas hasta 2028, aprovechando el “viento de cola que hay tanto en el sector de defensa como de energía”. López subraya además que el crecimiento será tanto orgánico como inorgánico, mediante adquisiciones que aporten nuevas capacidades, aunque insiste en que en este sector “no es solo un tema de tamaño”, sino de agilidad e innovación. En este sentido, compara el modelo europeo con el francés, donde grandes grupos como Dassault o Thales concentran el sector. “En Francia hay grandes campeones como Dassault o Thales que concentran un volumen muy relevante en este sector. En España tenemos tres tractores principales, Airbus, Indra y Navantia, que son el tronco del árbol, pero luego hay ramas fuertes como Sener, Escribano o nosotros. Vamos tejiendo un árbol en el que al final la frondosidad es igual que la del árbol francés con una ventaja, que es que las empresas muy grandes a veces pierden ese punto de innovación. “Hay que encontrar el punto medio en tener un tamaño razonable pero no convertirnos en compañías elefantasicas”, asegura. La compañía defiende una disciplina financiera con un endeudamiento inferior a tres veces el EBITDA. “Cerramos 2025 por debajo de dos veces, con 82 millones de euros de deuda neta y más de 46 millones de EBITDA”, explica. Sobre la acción y un posible contrasplit, López reconoce que “es un debate que lleva mucho tiempo ahí. Cuando terminemos nuestra fase de transformación tendría sentido realizar un contrasplit porque los grandes fondos y los inversores de más perfil institucional tienen más sensibilidad con esto”. Además añade que “la palabra chicharo me fastidia mucho. Como anunciamos en el capital Market Day hemos pasado de una fase de transformación a una fase se que somos una plataforma cotizada en mercados con vientos de cola y que estamos en una fase de crecimiento rentable y sostenible. En la bolsa española sólo hay dos defensas del sector defensa: Indra y nosotros”.

Capital
Amper: “Ya somos una de las diez compañías más grandes de Europa en telecomunicaciones de uso dual” - 27 May 2026

Capital

Play Episode Listen Later May 27, 2026 17:38


Amper se está consolidando como uno de los actores relevantes del sector de defensa y seguridad en Europa, según ha explicado su consejero delegado, Enrique López, en una entrevista en Radio Intereconomía. El directivo señala que la compañía llegó a esta nueva etapa a finales de 2022 con el objetivo de posicionarse en los sectores de defensa y seguridad nacional, así como en energía y sostenibilidad, considerados clave para la autonomía estratégica de los países. En este contexto, afirma que el entorno geopolítico actual ha actuado como “viento de cola para estos segmentos”. López destaca que Amper se sitúa “entre las 10 empresas más importantes de Europa en telecomunicaciones de uso dual”, una posición reforzada tras la adquisición de Teltronic, que ha ampliado sus capacidades tecnológicas y operativas. La compañía estructura su además actividad en otras dos grandes áreas: sistemas de defensa y seguridad, y gestión y almacenamiento energético En términos financieros, el CEO de Amper explica que, aunque la parte de energía tiene ahora mismo más peso en ventas, la división de defensa ya representa la mayor parte del EBITDA. El objetivo, añade, es que “en 2028 ambas áreas estén equilibradas en ingresos, pero más del 65% del Ebitda estará en la parte de Defensa y seguridad nacional”. De cara al futuro, Amper se marca como objetivo casi triplicar las ventas hasta 2028, aprovechando el “viento de cola que hay tanto en el sector de defensa como de energía”. López subraya además que el crecimiento será tanto orgánico como inorgánico, mediante adquisiciones que aporten nuevas capacidades, aunque insiste en que en este sector “no es solo un tema de tamaño”, sino de agilidad e innovación. En este sentido, compara el modelo europeo con el francés, donde grandes grupos como Dassault o Thales concentran el sector. “En Francia hay grandes campeones como Dassault o Thales que concentran un volumen muy relevante en este sector. En España tenemos tres tractores principales, Airbus, Indra y Navantia, que son el tronco del árbol, pero luego hay ramas fuertes como Sener, Escribano o nosotros. Vamos tejiendo un árbol en el que al final la frondosidad es igual que la del árbol francés con una ventaja, que es que las empresas muy grandes a veces pierden ese punto de innovación. “Hay que encontrar el punto medio en tener un tamaño razonable pero no convertirnos en compañías elefantasicas”, asegura. La compañía defiende una disciplina financiera con un endeudamiento inferior a tres veces el EBITDA. “Cerramos 2025 por debajo de dos veces, con 82 millones de euros de deuda neta y más de 46 millones de EBITDA”, explica. Sobre la acción y un posible contrasplit, López reconoce que “es un debate que lleva mucho tiempo ahí. Cuando terminemos nuestra fase de transformación tendría sentido realizar un contrasplit porque los grandes fondos y los inversores de más perfil institucional tienen más sensibilidad con esto”. Además añade que “la palabra chicharo me fastidia mucho. Como anunciamos en el capital Market Day hemos pasado de una fase de transformación a una fase se que somos una plataforma cotizada en mercados con vientos de cola y que estamos en una fase de crecimiento rentable y sostenible. En la bolsa española sólo hay dos defensas del sector defensa: Indra y nosotros”.

Artificial Intelligence in Industry with Daniel Faggella
Why Deepfake Fraud Beats Your Workflows, Not Your Technology - with Jon-Rav Shende of Thales Group

Artificial Intelligence in Industry with Daniel Faggella

Play Episode Listen Later May 21, 2026 28:36


Deepfake voice fraud is not bypassing enterprise security technology, it is beating the workflows agents rely on to make trust decisions in real time. In this episode, Jon-Rav Shende, Global CTO for Data and AI at Thales Group, outlines where enterprise voice channels are most exposed, why identity, urgency, and business action converging in a single call represents the highest risk point, and what a practical four-step response framework looks like for regulated organisations. The discussion covers how to map risky voice journeys, define escalation decision points, build the evidence chains auditors and cyber insurers will require, and deploy AI as a risk signal layer without automating high-risk actions beyond appropriate controls. ​ This episode is sponsored by Modulate. Learn how brands work with Emerj and other Emerj Media options at go.emerj.com/partner

Thales Security Sessions
Beyond the Algorithm: The Human Skills Engineering Still Can't Live Without

Thales Security Sessions

Play Episode Listen Later May 21, 2026 18:35 Transcription Available


In a world racing toward AI, quantum disruption, and unprecedented security threats, the future of engineering depends on who we invite to the table. And sometimes, the spark that changes a life—and strengthens an entire industry—comes from a single voice of encouragement. In this episode, we sit down with Deborah Theriault, Crypto Engineering Management Director at Thales, whose journey from a math obsessed student to a leader in mission critical security engineering reveals what truly drives innovation: curiosity, courage, and the power of seeing what's possible when someone believes in you.

Os Economistas Podcast
ESTAMOS DIANTE DA MAIOR OPORTUNIDADE DO BITCOIN? O QUE ESPERAR PARA ESSE CICLO | Os Economistas 221

Os Economistas Podcast

Play Episode Listen Later May 16, 2026 65:26


ABRA SUA CONTA NO MERCADO BITCOIN! INVISTA R$100 E GANHE R$50 COM O CUPOM ECONOMISTAS - https://finc.ly/6ca642af66O Bitcoin saiu dos US$ 120 mil e voltou pros US$ 60 mil em poucos meses. E agora? O ciclo de 4 anos morreu? A grande onda institucional já chegou ou ainda estamos no começo de tudo?Neste episódio, Ricardo Figueiredo e Thales recebem Fabrício Tota, vice-presidente de negócios cripto do Mercado Bitcoin, maior plataforma de criptoativos da América Latina, com mais de 25 anos de mercado financeiro e atuação em cripto desde 2018. Ele lidera o time de research do MB, é membro do conselho da BRL1 (primeira stablecoin lastreada em reais)Conversamos sobre o que realmente move o preço do Bitcoin em 2026, o impacto do governo Trump no mercado cripto, a nova regulação brasileira que entra em vigor em outubro e vai redesenhar o setor, e por que tem mais brasileiro investindo em cripto do que em ações hoje.Tota explica como funciona o crédito com Bitcoin de garantia a partir de 1,69% ao mês, a renda fixa digital com taxas de até 18% ao ano, a tokenização de ativos reais (de precatórios a direitos econômicos de jogadores como Neymar e Yuri Alberto), e o futuro da tokenização de ações com a NASDAQ entrando no jogo.Se você quer entender o mercado cripto de verdade, longe do hype e do achismo, esse episódio é obrigatório.O que você vai aprender neste episódio:O paradoxo do Bitcoin: nasceu contra o sistema financeiro, hoje depende delePor que o ciclo de 4 anos pode ter acabado de vezComo o Trump virou o principal driver de preço do Bitcoin (pro bem e pro mal)Por que a grande onda institucional ainda não chegouO que muda com a nova regulação cripto no Brasil em outubro de 2026Como o Banco Central subiu a régua e vai reduzir o número de exchanges no paísCrédito com Bitcoin de garantia: como funciona, taxa e prazosRenda fixa digital: o que é, como funciona e quais os riscos reaisTokenização de ativos reais (RWA) e o futuro das ações tokenizadasPor que stablecoins viraram o maior case de uso cripto fora o BitcoinAbra sua conta no Mercado Bitcoin com cupom ECONOMISTAS:Taxa zero nas primeiras 48 horas + cashback de até R$ 50 no primeiro investimento.ABRA SUA CONTA NO MERCADO BITCOIN! INVISTA R$100 E GANHE R$50 COM O CUPOM ECONOMISTAS - https://finc.ly/6ca642af66Capítulos:00:00 Abertura e oferecimento Mercado Bitcoin02:30 Quem é Fabrício Tota04:15 O paradoxo do Bitcoin: cripto e sistema financeiro tradicional08:40 Por que o MB sempre apostou na institucionalização12:20 Tem mais brasileiro em cripto do que em ações15:00 A grande onda institucional ainda não chegou19:30 Como o macro voltou a dominar o preço do Bitcoin23:45 Trump: o verdadeiro responsável pelo bull market de 202428:10 Por que o Bitcoin caiu dos US$ 120 mil pros US$ 60 mil32:00 O que Trump entregou (e o que ainda falta entregar)35:20 Regulação cripto no Brasil: o que muda em outubro de 202640:15 Por que poucos players vão sobreviver à nova regulação44:30 Os 4 produtos do Mercado Bitcoin46:50 Crédito com Bitcoin de garantia: taxa, prazo e como funciona52:40 Liquidação, chamada de margem e Joesley Day no mercado cripto56:20 Renda fixa digital: a origem nos precatórios em 2019#bitcoin #btc #mercadobitcoin

Nuus
Zuma gaan appelleer teen besluit dat wapensaak voortgaan

Nuus

Play Episode Listen Later May 15, 2026 0:18


Voormalige president Jacob Zuma het sy regspan opdrag gegee om te appelleer teen die uitspraak van die KwaZulu-Natal Hooggeregshof in Pietermaritzburg, wat opdrag gegee het sy wapenhandel-korrupsiesaak moet voortgaan. Zuma en die Franse wapenvervaardiger Thales staar 'n korrupsieklag van 'n multimiljard-Amerikaansde dollar wapentransaksie van 1999 in die gesig. Regter Nkosinathi Chilli het verklaar dis in belang van geregtigheid dat die saak voortgaan ongeag enige aansoeke of hangende appèl. Die woordvoerder van die JG Zuma Stigting, Mzwanele Manyi, sê die uitspraak is totaal verkeerd:

The Midday Report with Mandy Wiener
Trial date set for Zuma Thales case

The Midday Report with Mandy Wiener

Play Episode Listen Later May 14, 2026 3:26 Transcription Available


Mandy Wiener speaks to NPA National Spokesperson, Kaizer Kganyago about Zuma Thales case ruling and the trial date being set for 1 February 2027. The Midday Report with Mandy Wiener is 702 and CapeTalk’s flagship news show, your hour of essential news radio. The show is podcasted every weekday, allowing you to catch up with a 60-minute weekday wrap of the day's main news. It's packed with fast-paced interviews with the day’s newsmakers, as well as those who can make sense of the news and explain what's happening in your world. All the interviews are podcasted for you to catch up and listen to. Thank you for listening to this podcast of The Midday Report Listen live on weekdays between 12:00 and 13:00 (SA Time) to The Midday Report broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk https://buff.ly/NnFM3Nk For more from The Midday Report, go to https://buff.ly/BTGmL9H and find all the catch-up podcasts here https://buff.ly/LcbDdFI Subscribe to the 702 and CapeTalk daily and weekly newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

tiktok trial tanzania thales extradition zuma jacob zuma drug bust capetalk book of the week sa time mandy wiener nandipha magudumana
The Midday Report with Mandy Wiener
The Midday Report: Zuma Thales arms deal trial to proceed , Legality of Magudumana's extradition takes centre stage in ConCourt and Book of the week: Trace by Professor Ryan Blumenthal

The Midday Report with Mandy Wiener

Play Episode Listen Later May 14, 2026 44:32 Transcription Available


Catch Up on the latest leading news stories around the country with Mandy Wiener on Midday Report from 12:00 to 13:00. The Midday Report with Mandy Wiener is 702 and CapeTalk’s flagship news show, your hour of essential news radio. The show is podcasted every weekday, allowing you to catch up with a 60-minute weekday wrap of the day's main news. It's packed with fast-paced interviews with the day’s newsmakers, as well as those who can make sense of the news and explain what's happening in your world. All the interviews are podcasted for you to catch up and listen to. Thank you for listening to this podcast of The Midday Report Listen live on weekdays between 12:00 and 13:00 (SA Time) to The Midday Report broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk https://buff.ly/NnFM3Nk For more from The Midday Report, go to https://buff.ly/BTGmL9H and find all the catch-up podcasts here https://buff.ly/LcbDdFI Subscribe to the 702 and CapeTalk daily and weekly newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

The Trend with Rtlfaith
Trump Assassination Attempt at WHCD, Voting Rights Act Gutted, Iran Ceasefire, Florida Gerrymander

The Trend with Rtlfaith

Play Episode Listen Later May 3, 2026 51:14


Host Radell Lewis breaks down the most consequential week in American politics in 2026 on this episode of Purple Political Breakdown, the nonpartisan show built on political solutions without political bias. We open with the assassination attempt on President Trump at the White House Correspondents Dinner, where 31 year old Cole Tomas Allen of Torrance, California breached a Secret Service checkpoint at the Washington Hilton with a shotgun, a handgun, and multiple knives. We walk through the manifesto, the Caltech background, the donation history, the Karoline Leavitt shots fired in the room misinformation cycle, and how MAGA immediately weaponized the attack to push Trump's $400 million East Wing ballroom.From there we get into the Supreme Court's 6 to 3 Louisiana v. Callais ruling that Justice Kagan called all but a dead letter for Section 2 of the Voting Rights Act, the Florida House and Senate ramming through Governor DeSantis's mid decade gerrymander to flip the state's delegation to a 24 to 4 Republican advantage, the end of the longest DHS shutdown in American history with ICE and Border Patrol still excluded from the funding bill, the Justice Department's expansion of federal execution methods to firing squads, electrocution, and gas asphyxiation, and the firing of every sitting member of the National Science Board.We cover the Iran war, the Strait of Hormuz blockade driving gas prices to $4.39 a gallon, Iran's 14 point ceasefire proposal, and the $25 billion munitions price tag. The Breakdown segment unpacks the Thales 2026 Bad Bot Report showing AI driven attacks jumping from 2 million to 25 million per day, the New York Times investigation into Jared Kushner and Ivanka Trump's $1.4 billion Syrian luxury resort joint venture with the Khayyat brothers tied to the repeal of the Caesar Act, the Pew poll showing 62% of Americans disapprove of Trump's Iran handling, and the electricity gap reshaping every household budget. We close with ten reasons the world is still moving forward, from the FDA approval of Otarmeni gene therapy that restores hearing in deaf children to the first ever Earthset video captured by Artemis II.Subscribe and rate the show five stars on Apple Podcasts and Spotify. Visit purplepoliticalbreakdown.com for show notes and source links.Keywords: Trump assassination attempt, White House Correspondents Dinner shooting, Cole Tomas Allen, Voting Rights Act, Louisiana v. Callais, Section 2, Florida redistricting, DeSantis gerrymander, DHS shutdown, ICE funding, Iran war, Strait of Hormuz, Operation Epic Fury, Iran ceasefire, federal death penalty, firing squad, National Science Board, Elon Musk OpenAI trial, Sam Altman, Section 232 tariffs, Trump Syria corruption, Jared Kushner, Khayyat brothers, AI bot attacks, Pew Iran poll, Otarmeni gene therapy, Earthset, midterm 2026, nonpartisan podcast, Radell Lewis.Standard Resource Links & RecommendationsThe following organizations and platforms represent valuable resources for balanced political discourse and democratic participation: PODCAST NETWORKCheck Out the Podcast Website: www.purplepoliticalbreakdown.comALIVE Podcast Network - Check out the ALIVE Network where you can catch a lot of great podcasts like my own, led by amazing Black voices. Link: https://alivepodcastnetwork.com/ CONVERSATION PLATFORMSHeadOn - A platform for contentious yet productive conversations. It's a place for hosted and unguided conversations where you can grow a following and enhance your conversations with AI features. Link: https://app.headon.ai/Living Room Conversations - Building bridges through meaningful dialogue across political divides. Link: https://livingroomconversations.org/ UNITY MOVEMENTSUs United - A movement for unity that challenges Americans to step out of their bubbles and connect across differences. Take the Unity Pledge, join monthly "30 For US" conversation calls, wear purple (the color of unity), and participate in National Unity Day every second Saturday in December. Their programs include the Sheriff Unity Network and Unity Seats at sports events, proving that shared values are stronger than our differences. Link: https://www.us-united.org/ BALANCED NEWS & INFORMATIONOtherWeb - An AI-based platform that filters news without paywalls, clickbait, or junk, helping you access diverse, unbiased content. Link: https://otherweb.com/ VOTING REFORM & DEMOCRACYEqual Vote Coalition & STAR Voting - Advocating for voting methods that ensure every vote counts equally, eliminating wasted votes and strategic voting. Link: https://www.equal.vote/starFuture is Now Coalition (FiNC) - A grassroots movement working to restore democracy through transparency, accountability, and innovative technology while empowering citizens and transforming American political discourse. Link: https://futureis.org/ POLITICAL ENGAGEMENTIndependent Center - Resources for independent political thinking and civic engagement. Link: https://www.independentcenter.org/ GET DAILY NEWSText 844-406-INFO (844-406-4636) with code "purple" to receive quick, unbiased, factual news delivered to your phone every morning via Informed (https://informed.now)Check Out the Unfuck America Tour & National Ground Game: https://www.nationalgroundgame.com/Check Out the CIVICS App to Know More About Your Politicians: https://www.civicpolitics.com ALL LINKShttps://linktr.ee/purplepoliticalbreakdownThe Purple Political Breakdown is committed to fostering productive political dialogue that transcends partisan divides. We believe in the power of conversation, balanced information, and democratic participation to build a stronger society. Our mission: "Political solutions without political bias."Subscribe, rate, and share if you believe in purple politics - where we find common ground in the middle! Also if you want to be apart of the community and the conversation make sure to Join the Discord: https://discord.gg/ptPAsZtHC9

Airplane Geeks Podcast
891 Airline Ticket Pricing

Airplane Geeks Podcast

Play Episode Listen Later Apr 29, 2026 74:39


Dynamic airline ticket pricing, Blackhawk helicopter altitude instrumentation, a U.S. Government equity position in Spirit Airlines, the NTSB preliminary report on the fatal LGA accident, capacity cuts at airports, AI-enabled ATC, the Digital Tower Technology Coalition, and SpaceX Starlink in-motion aviation plans. Aviation News JetBlue sued over claims it uses customers' personal data to set ticket prices Airline executives have told Congress that personal data is not used to dynamically set ticket prices. However, a complaint has been filed in federal court alleging that JetBlue uses “trackers” and shares data with third parties to dynamically set prices. This stems from an exchange on X where a passenger complained about a ticket price increase and JetBlue responded by saying the passenger should try “clearing your cache and cookies or booking with an incognito window.” JetBlue later stated that the response was incorrect and added that “fares can change at any moment as seats are purchased or as inventory is adjusted based on demand”. Army aviation chief: D.C. crash ‘wasn't about' outdated Black Hawk cockpit At a media briefing on Bell's MV-75 tiltrotor, The Air Current asked the commanding general of Army Aviation, Maj. Gen. Clair Gill, whether last year's fatal midair collision between a U.S. Army Black Hawk helicopter and an American Airlines regional jet changed the Army's thinking about fielding the Black Hawk's partial replacement. Gill answered, “No, it's completely unrelated.” The MV-75 will have “a more advanced cockpit, but the D.C. crash really wasn't about whether or not it was an advanced cockpit or not.” This implied that faulty altimeters and outdated avionics in the accident helicopter did not substantially contribute to the crash. The NTSB found that altitude exceedances on the Washington, D.C., helicopter routes were likely exacerbated by inaccurate altimeters on older UH-60L “Lima” Black Hawks, including the one involved in the crash. Possible Spirit rescue fuels new fears about government involvement in business The Federal government is considering an equity deal to keep Spirit Airlines afloat. Under the proposal, the airline would receive $500 million, providing additional liquidity as Spirit works to emerge from bankruptcy. The U.S. government could own up to 90% of the airline, according to sources. Reportedly, the government would charge Spirit a reasonable interest rate and move to the top of the debtor list. CBS News says, “The loan would be protected by Spirit assets that would exceed the government’s costs, and would provide taxpayers with a warrant — the right to own 90% of the company after it emerges from bankruptcy.” Also, “The Pentagon would use Spirit’s excess capacity for transporting troops, military cargo, or other missions. The airline would then likely be sold to another carrier.” See:  Spirit Airlines nears deal with Trump administration for $500 million rescue package White House mulls using Defense Production Act in Spirit Airlines takeover Ted Cruz pours cold water on Trump administration plan to bail out Spirit Airlines: TERRIBLE idea’ NTSB Report LGA Air Canada Incident [PDF] On March 22, 2026, Jazz Aviation LP flight 646 (operating as Air Canada flight 8646), a CRJ-900, was substantially damaged after it collided with Rescue 35 (R35), an Oshkosh Striker 1500 aircraft rescue and firefighting (ARFF) vehicle, while landing on runway 4 at LaGuardia Airport. The captain and first officer were fatally injured.  Of the 2 flight attendants, 72 passengers, and 2 crew of the ARFF vehicle, 39 were transported to local hospitals with 6 serious injuries reported. The airplane was a Part 129 scheduled flight from Montréal–Trudeau International Airport (YUL), Montreal, Quebec, to LGA. A review of the ASDE-X system data by the FAA determined that the system did not generate an aural or visual alert on the ASDE-X displays in the LGA ATC tower to warn controllers of the potential runway conflict. FAA orders Chicago O’Hare International Airport to cut over 300 planned flights daily between May and October The FAA is ordering flight reductions at Chicago O’Hare International Airport over the summer travel season. 3,080 daily flights were scheduled for peak summer days in 2026. Now O’Hare flights will be restricted to 2,708 per day from May 17 to Oct. 24. This change is motivated by capacity and operational delay concerns. The FAA said it intends to bring in more air traffic controllers, speed up controller training, reduce delays by optimizing routes and airspace, and increase communication between the agency, the airport, and airlines during high-risk periods. FAA quietly developing AI enabled air traffic management system The Strategic Management of Airspace Routing Trajectories (SMART) is an artificial intelligence-powered software tool designed for air traffic management. People familiar with the project say it could fundamentally change how the U.S. airspace system operates. Palantir, Thales, and Airspace Intelligence (ASI) are competing on the initiative. Operational start could be as early as later this year. The system could enable the FAA to plan for bottlenecks and anticipate schedule conflicts before an aircraft even leaves the ground. This contrasts with today’s human-centric, reactive ATC structure. Digital Tower Technology Coalition Pushing Remote ATC The Digital Tower Technology Coalition “is an alliance of stakeholders advocating for the FAA's implementation of the digital tower program, as outlined in the FAA Reauthorization Act of 2024. By leveraging U.S. airports, regional partners, air traffic controllers, original equipment manufacturers, and federal partners, our coalition seeks to ensure an efficient and transparent process while strengthening U.S. global competitiveness in cutting-edge aviation technology.” See the Press Release: Introducing the Digital Tower Technology Coalition, Representing Bold Commitment to Innovation in Effort to Modernize U.S. Aviation [PDF] SpaceX Cuts Starlink Aviation Prices – New GA Plans Start at $200/Month When SpaceX imposed a 100 mph speed cap on all non-aviation plans, general aviation pilots were forced to switch to more expensive aviation-specific tiers. That generated an outcry from the flying community, including a petition with over 9,500 signatures. GA pilots had been using Starlink Roam for $50 per month with a 100GB data cap. Now SpaceX has made some changes to its in-motion aviation plans. Aviation 300MPH is renamed General Aviation Local 50GB, the price is lowered to $200 per month (from $250), and the monthly data limit is increased to 50GB (from 20GB). Additional data can be purchased in 50GB blocks for $25 (from $10 per GB). The Aviation 450 MPH plan is now General Aviation Global 50GB, which is still $1,000 per month, but the monthly data cap has been increased to 50GB (from 20GB). Additional data can be purchased in 50GB blocks for $100 (from $50 per GB). Mentioned Swiss cheesemakers allowed to artificially make holes in Emmental cheese Hosts this Episode Max Flight, our Main(e) Man Micah, and Rob Mark.

Defense & Aerospace Report
Defense & Aerospace Daily Podcast [Apr 27, 2026] Look Ahead w/ Byron Callan

Defense & Aerospace Report

Play Episode Listen Later Apr 27, 2026 31:13


On today's Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss the continuing US-Israel war on Iran despite a lull in shooting; diminishing US offensive and defensive precision weapons stocks and how they might shape American deterrence in the Indo-Pacific and elsewhere; economic factors that could drive even rich nations to redirect spending from military programs; the continuing global defense realignment as nations work to forge new partnerships to reduce reliance on the United States; takeaways from the Trump administration's 2027 base budget request and prospects for Reconciliation 2.0; a look earnings as Boeing, CACI, GE Aerospace, Hexcel, Honeywell, Lockheed Martin, Northrop Grumman, RTX, Saab, Teledyne and Thales all report; market impact in the wake of the latest instance of American political violence as a shooter tries to break into the White House Correspondents Dinner in Washington; and a look at the week ahead in Washington and beyond.

AI in Action Podcast
Women in ServiceNow E13: 'ITSM Standards, AI & Avoiding Over-Customization' with Thales' Stephanie Paul

AI in Action Podcast

Play Episode Listen Later Apr 27, 2026 17:15


Today's guest is Stéphanie Paul, ServiceNow Consultant at Thales. Founded in 2000, Thales Group is a French multinational technology company that specializes in aerospace, defence, cybersecurity and digital identity solutions, serving governments, critical infrastructure operators and industrial clients worldwide. Thales designs and delivers advanced systems in areas such as avionics, radar, communications, space and secure information systems, with a strong focus on innovation and mission-critical technologies.For over 10 years, Stéphanie has led IT Service Management (ITSM) transformations at scale within complex international organizations. Stéphanie helps enterprises evolve ServiceNow from a ticketing platform into a true governance and operating model enabler. Stéphanie operates at the intersection of strategy and delivery: designing target operating models, building robust ITSM governance frameworks, structuring CMDB/CSDM architecture and driving adoption across large, distributed environments.In the episode, Stéphanie discusses:0:00 Her journey to becoming a people-first ITSM leader driving standardised ServiceNow transformation2:51 How excessive customization harms scalability, upgrades and long-term support4:16 Overcoming change resistance, balancing priorities and avoiding over customization6:52 Being people and culture-focused and building governance for lasting impact10:08 Encouraging women in IT, including to learn, certify, build confidence and network12:25 ITSM will evolve as foundational platform and strong data enables AI integration15:35 Plans to strengthen ITSM foundation, deepen AI expertise and improve customer impactTo find out more about all the great work happening at Thales, check out the website www.thalesgroup.com

Defense & Aerospace Report
Defense & Aerospace Report Podcast [Apr 26, '26 Business Report]

Defense & Aerospace Report

Play Episode Listen Later Apr 26, 2026 52:49


On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss the week on Wall Street as investors worried about what's next for the US-Israel war on Iran and higher energy prices on inflation, goods and services; how rising jet fuel prices are impacting airlines and the commercial aviation industrial ecosystem; President Trump's suggestion that the US government use Defense Production Act authorities to acquire Spirit Airlines for $500 million; the Trump administration submits its $1.15 trillion 2027 defense budget request to Congress as key lawmakers push back on a $350 billion reconciliation package to fund programs, $17 billion to for the president's top priority Golden Dome air and missile defense system with only $400 million in funding included in the base budget request; how lingering Iran war costs to repair damaged civilian and energy infrastructure could complicate efforts by Gulf nations to increase defense spending; the Pentagon's reported efforts to punish NATO members for not participating in the US-Israel war on Iran, including suspending Spain's membership in the alliance and backing Argentina's claim to the Falkland Islands as King Charles begins his state visit to the United States; Germany's first-ever security strategy to be Europe's defense leader by 2039; NATO's decision to buy Saab's GlobalEye to replace its aging fleet of Boeing E-3 Sentry Airborne Warning and Control aircraft; and a look at first quarter earnings reported by Boeing, GE Aerospace, Lockheed Martin, Northrop Grumman, RTX, Thales, and Teledyne.

Mon Carnet, l'actu numérique
Rencontres d'innovateurs Prompt

Mon Carnet, l'actu numérique

Play Episode Listen Later Apr 24, 2026 10:12


Émilie Delvoye, directrice des communications chez Prompt nous parle de prise de décision impliquant l'humain et la technologie dans un projet porté par Sébastien Tremblay de l'Université Laval et Antoine Fagette de Thales. Merci à Prompt d'appuyer la production de Mon Carnet

Les matins
Thales et Safran accélèrent la production militaire

Les matins

Play Episode Listen Later Apr 23, 2026 4:29


durée : 00:04:29 - Le Reportage de la rédaction - Portée par les tensions géopolitiques, entre la guerre en Ukraine et au Proche et au Moyen-Orient, l'industrie de la défense monte en puissance. En France, Safran et Thales augmentent leur production, recrutent massivement et adaptent leurs usines pour répondre à des commandes record.

IoT For All Podcast
How to Succeed with IoT Software | Northern.tech's Eystein Stenberg | Internet of Things Podcast

IoT For All Podcast

Play Episode Listen Later Mar 31, 2026 17:48


In this episode of the IoT For All Podcast, Eystein Stenberg, CTO and co-founder of Northern.tech, joins Ryan Chacon to discuss how to succeed in an increasingly software-driven IoT landscape. The conversation covers the impact of AI on software-driven IoT products, the growing role of software in time-to-market and connected products, overcoming software challenges, build versus buy, and strategic considerations for OEMs.Eystein Stenberg is the CTO and co-founder of Northern.tech. With over 15 years of experience in security and systems management, Stenberg has served on the frontlines of some of the largest production environments and possesses in-depth knowledge on solving real-world system security challenges. An expert in embedded system security and IoT device management, Stenberg routinely shares his insights at industry conferences. Stenberg holds a Master's degree in Mathematics with a focus on cryptography from the University of Tromsø in Norway.Northern.tech is the leader in device lifecycle management with a mission to secure the world's connected devices. Established in 2008, Northern.tech showcases a long history of enterprise technology management before lloT and loT became buzzwords. Northern.tech is the company behind CFEngine, the pioneer in server configuration management, to automate large-scale IT operations and compliance. In 2015, Northern.tech released the first version of Mender, the market leader in over-the-air software update management. Mender offers robust, secure, and customizable OTA software updates for smart devices. Mender boasts a proven track record with Fortune 1000 clients, including Airbus, Lyft, Volkswagen, Siemens, Thales, and ZF Group.Discover more about IoT at https://www.iotforall.comFind IoT solutions: https://marketplace.iotforall.comMore about Northern.tech: https://northern.techConnect with Eystein: https://www.linkedin.com/in/eysteinstenberg/Our sponsor: https://kiloiot.ioSubscribe on YouTube: https://bit.ly/2NlcEwmJoin Our Newsletter: https://newsletter.iotforall.comFollow Us on Social: https://linktr.ee/iot4all

BlockHash: Exploring the Blockchain
Ep. 701 OpenOrigins | Fighting Deepfakes with Blockchain (feat. Dr Manny Ahmed)

BlockHash: Exploring the Blockchain

Play Episode Listen Later Mar 25, 2026 14:06


For episode 701 of the BlockHash Podcast, host Brandon Zemp is joined by Dr Manny Ahmed, CEO & Founder of OpenOrigins, a media authenticity company that fights deepfakes by establishing an immutable record of content provenance.  As part of his PhD in Computer Security at the University of Cambridge, he developed a blockchain-based media provenance framework years before generative AI made creating synthetic media a matter of routine. That research forms the technical foundation of OpenOrigins and continues to guide the company's approach to verifiable media. He holds a master's degree from ETH Zurich and has worked on high-integrity security and trust systems at Thales and nCipher Security. Manny also invented the leading anonymous whistleblowing system used by major news organizations like The Guardian.