Podcasts about union pacific

Class I railroad in the United States

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Best podcasts about union pacific

Latest podcast episodes about union pacific

WSJ What’s News
What's News in Earnings: How Logistics Operators Are Navigating Trade War Turmoil

WSJ What’s News

Play Episode Listen Later Aug 1, 2025 10:07


Bonus Episode for Aug. 1. Logistics companies that deliver the goods you use everyday are grappling with rapid shifts in freight demand due to President Trump's trade war. Warehouse operator Prologis, trucking giant J.B. Hunt and parcel carrier United Parcel Service are also still dealing with a yearslong slump in freight demand following the pandemic. Elsewhere in the industry, railroad giants Union Pacific and Norfolk Southern plan to merge in a deal that would create the first coast-to-coast rail operator in U.S. history. WSJ reporter Esther Fung discusses what companies are saying in earnings reports and analyst calls. Liz Young hosts this special bonus episode of What's News in Earnings, where we dig into companies' earnings reports and analyst calls to find out what's going on under the hood of the American economy.Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Radcast with Ryan Alford
Business News: Railroads Merge, Prebiotic Pepsi Pops Off, Real Estate Investors Surge, and Chicago's Sports Collectors Convention Heats Up

The Radcast with Ryan Alford

Play Episode Listen Later Aug 1, 2025 18:32


SUMMARY Ryan Alford breaks down 8 major stories shaping business and marketing—from Shopify’s AI assistant and a historic railroad merger to PepsiCo’s prebiotic cola and Nike’s rapid sneaker lab. Plus: TikTok’s 60-minute videos, Sprite x Jalen Hurts, and more. TAKEAWAYS Shopify's introduction of the AI assistant Sidekick and its impact on e-commerce. The merger between Union Pacific and Norfolk Southern, creating a coast-to-coast railroad network. PepsiCo's launch of a prebiotic cola aimed at health-conscious consumers. Live Nation Urban's new creator network for connecting brands with influencers. The increasing role of investors in the single-family housing market. Nike's Air Imagination Lab for rapid sneaker prototyping using 3D printing. Sprite's NFL marketing campaign featuring quarterback Jalen Hurts and player-led storytelling. TikTok's testing of longer video uploads, potentially challenging YouTube. The National Sports Collectors Convention in Chicago and its significance in the collectibles market. The overarching theme of reducing friction in business processes to enhance efficiency and customer satisfaction.  

WSJ Your Money Briefing
What's News in Earnings: How Logistics Operators Are Navigating Trade War Turmoil

WSJ Your Money Briefing

Play Episode Listen Later Aug 1, 2025 10:22


Bonus Episode for Aug. 1. Logistics companies that deliver the goods you use everyday are grappling with rapid shifts in freight demand due to President Trump's trade war. Warehouse operator Prologis, trucking giant J.B. Hunt and parcel carrier United Parcel Service are also still dealing with a yearslong slump in freight demand following the pandemic. Elsewhere in the industry, railroad giants Union Pacific and Norfolk Southern plan to merge in a deal that would create the first coast-to-coast rail operator in U.S. history. WSJ reporter Esther Fung discusses what companies are saying in earnings reports and analyst calls. Liz Young hosts this special bonus episode of What's News in Earnings, where we dig into companies' earnings reports and analyst calls to find out what's going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chewing the Fat with Jeff Fisher
Maybe Don't Do It… | 7/31/25

Chewing the Fat with Jeff Fisher

Play Episode Listen Later Jul 31, 2025 46:03


Pizza with THC… Monks on Meth… Harder than ever to cheat… More Millionaires than ever before… Email: ChewingTheFat@theblaze.com Blaze TV subscription deal-limited time / www.faucicoverup.com/jeffy Thieves found guilty in Germany… Vote on favorite stamp to come back… Union Pacific & Norfolk Southern merge… Boeing loses less… Stranger Things S5 finally… Who Died Today: Don Zimmerman 81 / Chris Willingham 74 / Frank Maffei 85 / Un-named 58 year old skydiver / Laura Dahlmeier 31 / Paloma Shemirani 23… Cat stealing clothes in new Zealand… Fugitive Water Monitor Lizard… Earthquake Tsunami recap... Loudest known sound on earth?... Neanderthals likely ate maggots… Joke of The Day… Learn more about your ad choices. Visit megaphone.fm/adchoices

Unhedged
The Little Railroad Merger That Could

Unhedged

Play Episode Listen Later Jul 31, 2025 21:28


On Tuesday, the American railroad giant Union Pacific announced its intention to buy Norfolk Southern, promising to fulfill Abraham Lincoln's dream of a transcontinental railroad. Today on the show, the FT's deals correspondent Oliver Barnes joins Rob Armstrong to talk about whether President Donald Trump will make or break the deal. Also, we go short cafe cars and long shorts in the office. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at unhedged@ft.com. Hosted on Acast. See acast.com/privacy for more information.

Gwinnett Daily Post Podcast
Gwinnett schools rolling out some new foods with a little bite this year

Gwinnett Daily Post Podcast

Play Episode Listen Later Jul 31, 2025 10:01


GDP Script/ Top Stories for July 31st Publish Date: July 31st From the BG AD Group Studio Welcome to the Gwinnett Daily Post Podcast. Today is Thursday, July 31st and Happy birthday to Wesley Snipes I’m Peyton Spurlock and here are your top stories presented by KIA Mall of Georgia. Gwinnett schools rolling out some new foods with a little bite this year Gwinnett OKs small area plans to guide land use and development for six communities Port of Savannah sees second busiest year on record Plus, Leah McGrath from Ingles Markets on GLP-1 Foods All of this and more is coming up on the Gwinnett Daily Post podcast, and if you are looking for community news, we encourage you to listen daily and subscribe! Break 1: 07.14.22 KIA MOG STORY 1: Gwinnett schools rolling out some new foods with a little bite this year Gwinnett County Public Schools is spicing up its cafeteria menu for the 2025-2026 school year, introducing items like spicy chicken biscuits, garlic pizza, and Woodles Ramen noodles with customizable protein and veggies. New options also include fish sandwiches, breaded beef bites, and Uncrustables. Locally grown foods, like Georgia peaches, will be highlighted. Student feedback plays a key role in menu updates, balanced with strict nutritional guidelines. Breakfast remains free for students on free/reduced lunch or in Title I schools, while others pay $1.75. Lunch prices range from $2.50 to $2.75 for non-qualifying students. STORY 2: Gwinnett OKs small area plans to guide land use and development for six communities Gwinnett County has introduced six Small Area Plans to guide development in Bethesda, Centerville, Killian Hill, Northbrook Parkway, Oakbrook Parkway, and Venture Drive. Funded by the 2025 budget, these plans address land use, housing, economic development, mobility, and open space, incorporating input from local residents and stakeholders. County leaders aim to balance growth with community needs and character. Residents can view the plans at GwinnettCounty.com/2045UnifiedPlan. STORY 3: Port of Savannah sees second busiest year on record The Georgia Ports Authority reported a record-breaking fiscal year, moving 5.7 million TEUs, an 8.6% increase over 2024. Savannah led the growth, averaging over 475,000 TEUs monthly, while Brunswick maintained strong auto and equipment volumes. Completed projects include $470 million in upgrades, such as new cranes and storage. Future plans include a $100 million berth at Brunswick and a redevelopment of Savannah’s Ocean Terminal, adding 1.5 million TEUs of capacity and improving traffic flow. We have opportunities for sponsors to get great engagement on these shows. Call 770.874.3200 for more info. We’ll be right back Break 2: DTL MOVIE CLUB STORY 4: GCPS schools earn John Hancock Award Beaver Ridge, Craig, Freeman’s Mill, and Harmony Elementary Schools have been honored with the Georgia Department of Education’s John Hancock Award for excellence in cursive writing instruction. Craig and Freeman’s Mill received the Banner and Ribbon of Distinction, while Beaver Ridge and Harmony earned the Banner and Ribbon of Proficiency. This recognition highlights the schools’ dedication to teaching cursive, which supports literacy, fine motor skills, and historical understanding. Over 300 schools applied for the award statewide. STORY 5: Norfolk Southern, Union Pacific merger to create nation's first transcontinental railroad Union Pacific and Atlanta-based Norfolk Southern announced a merger to create the nation’s first transcontinental railroad, spanning over 50,000 miles across 43 states and connecting 100 ports. The $250 billion deal, pending federal approval, will form the Union Pacific Transcontinental Railroad, headquartered in Omaha, with Atlanta remaining a key hub for technology and operations. Executives promise jobs for all union employees and aim to finalize the merger by early 2027, marking a transformative step for the U.S. freight industry. And now here is Leah McGrath from Ingles Markets on GLP-1 Foods Break 3: We’ll have closing comments after this Break 4: Ingles Markets 10 Signoff – Thanks again for hanging out with us on today’s Gwinnett Daily Post Podcast. If you enjoy these shows, we encourage you to check out our other offerings, like the Cherokee Tribune Ledger Podcast, the Marietta Daily Journal, or the Community Podcast for Rockdale Newton and Morgan Counties. Read more about all our stories and get other great content at www.gwinnettdailypost.com Did you know over 50% of Americans listen to podcasts weekly? Giving you important news about our community and telling great stories are what we do. Make sure you join us for our next episode and be sure to share this podcast on social media with your friends and family. Add us to your Alexa Flash Briefing or your Google Home Briefing and be sure to like, follow, and subscribe wherever you get your podcasts. Produced by the BG Podcast Network Show Sponsors: ingles-markets.com kiamallofga.com #NewsPodcast #CurrentEvents #TopHeadlines #BreakingNews #PodcastDiscussion #PodcastNews #InDepthAnalysis #NewsAnalysis #PodcastTrending #WorldNews #LocalNews #GlobalNews #PodcastInsights #NewsBrief #PodcastUpdate #NewsRoundup #WeeklyNews #DailyNews #PodcastInterviews #HotTopics #PodcastOpinions #InvestigativeJournalism #BehindTheHeadlines #PodcastMedia #NewsStories #PodcastReports #JournalismMatters #PodcastPerspectives #NewsCommentary #PodcastListeners #NewsPodcastCommunity #NewsSource #PodcastCuration #WorldAffairs #PodcastUpdates #AudioNews #PodcastJournalism #EmergingStories #NewsFlash #PodcastConversationsSee omnystudio.com/listener for privacy information.

C.O.B. Tuesday
"We're Trying To Meet The Moment As Fast As We Can" Featuring Tim Latimer, Fervo Energy

C.O.B. Tuesday

Play Episode Listen Later Jul 30, 2025 63:22


We are excited to share this “on-the-road” COBT episode featuring Tim Latimer, CEO and Co-Founder of Fervo Energy. Our team traveled to Milford, Utah, to tour Fervo's Cape Station project before connecting with Tim for an in-depth conversation. Tim earned a BS in Mechanical Engineering from the University of Tulsa and started his career as a drilling engineer in the Permian and Eagle Ford basins. He co-founded Fervo in 2017 after earning an MBA and an MS in Environment and Resources from Stanford University. Fervo is a developer, owner, and operator of geothermal assets. The company recently raised $206 million to advance the buildout of Project Cape, with phase one expected to deliver 100 MW of power to the grid in 2026. It was our pleasure to visit with Tim about the evolving geothermal landscape. As you'll hear, we were also joined by Kareem El-Sadi, Fervo's Drilling Engineering Manager, who brought valuable insights from the field. Huge thanks to all our new friends at Fervo for their hospitality and patience. We really had a blast. In our conversation, Tim shares the story of Fervo's founding, explains the fundamentals of geothermal, and details what makes Fervo's approach unique using deeper wells, horizontal laterals, and well stimulation. We explore the parallels between geothermal's recent progress and the shale revolution, as well as Cape Station's well specs, project economics and future cost reduction opportunities. We discuss how Fervo has dramatically improved dripping efficiency, cutting well costs from $13 million to ~$4 million by reducing the number of drill bits needed and decreasing total drilling days, the energy world's shift from largely skeptical to increasingly bipartisan and broader support, policy tailwinds, and Fervo's efforts to onshore supply chains amid steel and other tariffs. We cover geothermal versus oil and gas flow rates, design strategies for achieving high flow rates, water use efficiency, long-term production outlook, and overall “life of power plant” issues. We examine expansion plans for Cape Station, the leasing and mineral rights framework in geothermal, power plant design considerations including supply chain dynamics, permitting challenges and NEPA reviews, and project risk and learning curves from location to location. Tim shares his perspective on opportunities for geographic expansion beyond the Western U.S., cost curve and resource economics, commercial strategy and PPAs, near-term priorities for Fervo, geothermal's underrepresentation in no-emissions power conversations, the competitive landscape, whether being a pioneer is an advantage or disadvantage, and much much more. It was a fantastic discussion. Tim references a few items in today's conversation. MIT's paper entitled “The Future of Geothermal Energy” published in 2006 is linked here. Additionally, the Geothermal Steam Act of 1970 is linked here. Mike Bradley kicked off the discussion by noting that bond and equity markets are focused on Wednesday's FOMC Rate Decision Meeting. Consensus expects the Fed to leave interest rates unchanged; however, if the Fed were to surprise with a rate cut, broader markets would initially surge before worry set in as to why! Turning to U.S. equities, while markets continue to post new highs, sentiment appears to have shifted toward a “sell the trade deal” mindset. This will be an important week for the Technology sector, broader equity markets, and electricity equities given that Apple, Amazon, Meta and Microsoft are all reporting results and investors are going to be listening closely to their projected AI spending levels. Mike also highlighted a major development in the transportation sector with Union Pacific and Norfolk Southern's anno

Successful Farming Daily
Successful Farming Daily, July 30, 2025

Successful Farming Daily

Play Episode Listen Later Jul 30, 2025 5:33


Listen to the SF Daily podcast for today, July 30, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning. Severe storms in the Midwest caused localized crop damage but were not widespread. The August WASDE report will include more field data for better production numbers. The Federal Reserve is expected to maintain current interest rates. Union Pacific's acquisition of Norfolk Southern for $85 billion will create the first transcontinental railroad, connecting 100 ports and 10 international gateways. Box beef prices are rising due to tight supplies and low heifer retention. Extreme heat warnings are in effect across several states. Learn more about your ad choices. Visit podcastchoices.com/adchoices

WSJ What’s News
Why It's Taken Until Now for the U.S.'s First Coast-to-Coast Rail Operator

WSJ What’s News

Play Episode Listen Later Jul 29, 2025 13:54


P.M. Edition for July 29. The merger deal between Union Pacific and Norfolk Southern would create a single company controlling coast-to-coast rail shipments for the first time in U.S. history. WSJ reporter Esther Fung discusses why the deal isn't totally done yet, and why it's taken this long to get a coast-to-coast rail operator. Plus, JPMorgan Chase is nearing a deal to take over Apple's credit-card program. We hear from WSJ banking reporter AnnaMaria Andriotis about why the deal would be significant. And as tech companies build more electricity-hungry data centers to power artificial intelligence, utilities want the companies to pay more. Journal reporter Katherine Blunt describes how the dynamic is playing out across the U.S. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Marketplace All-in-One
On the midnight train to merger

Marketplace All-in-One

Play Episode Listen Later Jul 29, 2025 6:52


Two behemoths of freight rail are joining forces: Union Pacific is acquiring Norfolk Southern for $85 billion. The deal creates the largest freight rail network in the country and will attract the attention of antitrust regulators. Also on the show: U.S.-China trade negotiators meet in Sweden for trade talks, and the U.S. sets a new deadline for Russia to end its war in Ukraine or face new economic sanctions.

Marketplace Morning Report
On the midnight train to merger

Marketplace Morning Report

Play Episode Listen Later Jul 29, 2025 6:52


Two behemoths of freight rail are joining forces: Union Pacific is acquiring Norfolk Southern for $85 billion. The deal creates the largest freight rail network in the country and will attract the attention of antitrust regulators. Also on the show: U.S.-China trade negotiators meet in Sweden for trade talks, and the U.S. sets a new deadline for Russia to end its war in Ukraine or face new economic sanctions.

Squawk on the Street
Railroad Mega-Merger, Boeing CEO Exclusive, CEO Changes at Novo Nordisk and P&G 7/29/25

Squawk on the Street

Play Episode Listen Later Jul 29, 2025 44:59


Carl Quintanilla, Jim Cramer and David Faber led off the show with a mega-deal to create a transcontinental railroad giant: Union Pacific to acquire Norfolk Southern for $320 a share or $72 billion in cash and stock. Boeing CEO Kelly Ortberg joined the program along with Phil LeBeau after the company slashed losses and posted a Q2 beat. Novo Nordisk shares plunge after the Wegovy maker cuts guidance and appoints a new CEO.  Procter & Gamble reports earnings and names its future CEO. UnitedHealth slides on weak 2025 guidance. Also in focus: A slew of earnings winners and losers, the deadly shooting inside an office tower on Park Avenue in New York City. Squawk on the Street Disclaimer

Squawk on the Street
SOTS 2nd Hour: Union Pacific & Norfolk CEOs, AstraZeneca CEO, & Consumer Stock Picks 7/29/25

Squawk on the Street

Play Episode Listen Later Jul 29, 2025 42:40


A huge morning of earnings and deal news: Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with better-than-expected consumer data – along with a First On CNBC interview with the CEOs of Union Pacific and Norfolk Southern as they sign a new deal for the largest buyout EVER in the industry – and become the first coast-to-coast freight operator in the US…  On the earnings front: hear from one analyst who calls Boeing a buy on new numbers there, more on how to navigate consumer-facing stocks after a slew of mixed reports out of travel and retail, and what's ahead for pharma on the tariffs front according to the CEO of AstraZeneca, as shares gain following strong results… Plus: what's driving Novo Nordisk shares to their worst day since 1987. Squawk on the Street Disclaimer

Tony Katz + The Morning News
Tony Katz and the Morning News Full Show 7-29-25

Tony Katz + The Morning News

Play Episode Listen Later Jul 29, 2025 77:35 Transcription Available


Horrific shooting in NYC. Sen. Josh Hawley introduced legislation to provide tariff rebate checks of at least $600 per adult and child to American families. Trump changes his deadline for Putin to “10 or 12 days from today” to make a peace deal with Ukraine.Dental Floss Vaccines. Tik Tok Prankster arrested, A Night with Nick Searcy and Whiskey, August 23rd. Hollywood shifting right? Vintage 1970s Sofa & Chair Set. Indianapolis Homeless People Respond to Stereotypes. Caitlin Clark's stalker has been sentenced to 2.5 years behind bars. Watch out, these tariffs are going to be passed down to the consumer. Dr Matt Will joins to discuss. Union Pacific agreed to buy Norfolk Southern for $85 billion. Tony misses Mama's Family. Making dreams come true: Indiana Wish to honor dedicated Fishers volunteersSee omnystudio.com/listener for privacy information.

Tony Katz + The Morning News
Tony Katz and the Morning News 3rd Hr 7-29-25

Tony Katz + The Morning News

Play Episode Listen Later Jul 29, 2025 24:48 Transcription Available


Caitlin Clark's stalker has been sentenced to 2.5 years behind bars8:16: Watch out, these tariffs are going to be passed down to the consumer. Dr Matt Will joins to discuss. 8:36: Union Pacific agreed to buy Norfolk Southern for $85 billion8:46: Tony misses Mama's Family. Making dreams come true: Indiana Wish to honor dedicated Fishers volunteersSee omnystudio.com/listener for privacy information.

Closing Bell
Closing Bell Overtime: Nucor CEO Talks Earnings, Tariffs Impact; Mega-Merger In The Rails; CommVault CEO On Strong Quarter 7/29/25

Closing Bell

Play Episode Listen Later Jul 29, 2025 43:24


Markets digest a wave of earnings with Paul Hickey of Bespoke breaking down the trends. Visa, Starbucks, Booking Holdings, and Mondelez all report—with full team coverage. Nucor CEO Leon Topalian joins to discuss steel demand and economic signals. Evans May Wealth's Brooke May previews a packed Wednesday featuring Jay Powell and Big Tech. Plus, breaking down a mega-merger in the rails with CEOs of Union Pacific and Norfolk Southern and CommVault CEO Sanjay Mirchandani on what was behind the cyber company's strong quarter. 

The Brief from WABE
The Brief for Tuesday, July 29, 2025

The Brief from WABE

Play Episode Listen Later Jul 29, 2025 9:07


Freight railroad giant Union Pacific announced Tuesday it is set to acquire Atlanta-based Norfolk Southern, another major rail operator in an 85 billion dollar deal; Senator Raphael Warnock is among the Democrats in Congress this week reintroducing the John Lewis Voting Rights Advancement Act; For a decade, the Fulton County Public Defender's Office and non-profits have helped people recently released from jail find housing, but now the program faces a difficult path forward as federal funding dries up. See omnystudio.com/listener for privacy information.

Mercado Abierto
El análisis del día en Wall Street

Mercado Abierto

Play Episode Listen Later Jul 29, 2025 7:25


Ignacio Vaccihiano, responsable en España de Levrage Shares, analiza con lupa Boeing, Procter & Gamble, Paypal, Apple, Union Pacific, Norfolk y Visa.

Hot Off The Wire
Ciara becomes citizen of Benin; Hall of Famer Sandberg dies

Hot Off The Wire

Play Episode Listen Later Jul 29, 2025 21:46


On today's episode: Russian glide bombs and ballistic missiles have struck a Ukrainian prison and a medical facility; 'Worst-case scenario of famine' is happening in Gaza, food crisis experts say; four are killed in a New York City shooting; Union Pacific wants to buy Norfolk Southern; and Ciara is among the first descendants of enslaved people granted citizenship by Benin. Attorneys 'Alligator Alcatraz' detainees held without charges, barred from legal access. Trump says he ended friendship with Epstein because he 'stole people that worked for me.' Trump says he wants Netanyahu to 'make sure they get the food' in Gaza amid humanitarian crisis. Project 2025 author Paul Dans will challenge Republican Sen. Lindsey Graham in South Carolina. Senate Democrats want the Justice Department to release new Epstein case details. Judge blocks Trump administration's efforts to defund Planned Parenthood. President Trump is praising King Charles despite their differences over the environment. Authorities seek to file terrorism and assault charges against suspect in Walmart knife attack. 2 kids killed at Miami sailing camp after barge collides with their boat, authorities say. It’s moo-ving day for dairy cattle at Michigan State University. Ex-officer who mistook a Black man's keys and phone for a gun gets 15 years to life for murder. Police-involved shooting with multiple injuries reported at Reno casino with a suspect in custody. 1 dead, 10 taken to a hospital after an Atlanta shooting, police say. Wall Street kicks off a week full of potential flashpoints with a whisper. A Hall of Fame infielder dies after battling cancer, a three-time All-Star relief pitcher is being investigated for sports gambling, a heated exchange between MLB's commissioner and one of the game’s top stars, a prominent college football coach says he had cancer surgery and an NFL quarterback is on the mend after an injury scare.  Texas man pleads guilty to stalking WNBA star Caitlin Clark and gets 2.5 years in prison. Islamic State-backed rebels attack a Catholic church in eastern Congo, killing at least 34. Two Israeli rights groups say their country is committing genocide in Gaza. —The Associated Press About this program Host Terry Lipshetz is managing editor of the national newsroom for Lee Enterprises. Besides producing the daily Hot off the Wire news podcast, Terry conducts periodic interviews for this Behind the Headlines program, co-hosts the Streamed & Screened movies and television program and is the former producer of Across the Sky, a podcast dedicated to weather and climate. Theme music The News Tonight, used under license from Soundstripe. YouTube clearance: ZR2MOTROGI4XAHRX

Squawk Pod
5 Things to Know Before the Opening Bell 7/28/2025

Squawk Pod

Play Episode Listen Later Jul 28, 2025 1:46


The 5 things you need to know before the stock market opens today: Boeing expects its St. Louis area workers to strike next week, China has unveiled its global AI action plan, Union Pacific could be nearing a deal to buy Norfolk Southern, a subsidiary of Allianz U.S. was hacked, and Disney and Marvel brought in a total $118 million from the “Fantastic Four: First Steps” opening weekend.  Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. 

Engines of Our Ingenuity
The Engines of Our Ingenuity 1414: Advertisements in 1869

Engines of Our Ingenuity

Play Episode Listen Later Jul 28, 2025 3:43


Episode: 1414 Viewing America through advertisements in Appleton's magazine, 1869.  Today, advertisements just after the Civil War.

FactSet U.S. Daily Market Preview
Financial Market Preview - Monday 28-Jul

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jul 28, 2025 5:35


US equity futures are firmer with S&P up 0.3%. European equity markets go up with Asian markets mixed. US 2-year flat to 3.9% and 10-year is off 1bp at 4.4%. Dollar firmer, with biggest move versus Euro and Aussie. Oil up. Gold little changed, industrial metals lower. Trade deal momentum continues after President Trump announced US-EU deal establishing 15% tariff on most EU exports, including autos. Agreement expands list of major US trading partners signing deals over past week, with attention now centering on US-China negotiations as Treasury Secretary Bessent and China Vice Premier He Lifeng meet in Stockholm on Monday. Press reports that two sides are expected to agree to another 90-day tariff deadline extension. Fading prospects of US-India deal by deadline, tough both side sound positive on negotiations. South Korea to resume talks this week.Companies Mentioned: KKR&Co., First National Financial, Union Pacific

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“EU & USA mit Deal” - LVMH - Trump, Insiderkäufe & Krise, VW steigt, Intel enttäuscht

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Jul 28, 2025 13:59


Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Wir haben einen Deal mit EU und USA. Die Berichtssaison treibt den S&P 500 auf neues Rekordhoch. Charter und Intel sind davon maximal weit entfernt. VW leidet auch, aber weniger als erwartet. Alphabet, Union Pacific und LVMH haben Deals oder wollen Deals. Ein Corona-Profiteur wird zum KI-Profiteur. Das ist zumindest das Ziel von Clorox (WKN: 856678). Kaum jemand kennt Trump so lange wie LVMH (WKN: 853292). Kann die Firma davon profitieren oder ist die Krise dauerhaft? Diesen Podcast vom 28.07.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Mercado Abierto
Wall Street: Análisis de la sesión en el mercado estadounidense

Mercado Abierto

Play Episode Listen Later Jul 28, 2025 9:53


Julián Coca, gestor del fondo Alinea Global, analiza con lupa a Tesla, Union Pacific, Norfolk Southerm, Brown & Brown, el S&P, Meta, Microsoft, Apple y Amazon.

Business Update
Poniedziałek, 28.7: Sejm przyjął ustawę wprowadzającą KSeF

Business Update

Play Episode Listen Later Jul 28, 2025 15:20


Intel wycofał się z planów budowy fabryk w Polsce i Niemczech. Kubiczek, TNS HREIT, wnioskuje o odebranie zarządu Michałowi Sapocie. Chipy Nvidii o wartości 1 mld USD trafiły do Chin mimo ograniczeń USA. Montagu kupuje IAI od MCI. Union Pacific i Norfolk Southern mogą połączyć się w kolejowego giganta w USA. Sejm przyjął ustawę wprowadzającą KSeF. Zasubskrybuj prasówkę na ⁠⁠⁠⁠www.businessupdate.pl⁠⁠⁠.⁠Podcast powstał przy pomocy ElevenLabs.

Smartinvesting2000
July 25th, 2025 | Cautious Bank Outlook, Crypto Law Update, Dividends or Buybacks, New Tax Rules, Union Pacific Corporation (UNP), Toast, Inc. (TOST), American Eagle Outfitters, Inc. (AEO) & (ABT)

Smartinvesting2000

Play Episode Listen Later Jul 26, 2025 55:37


Big bank earnings give a cautious green light on the economy Every quarter we get excited about listening to and reading about how things went for the big banks in the most recent quarter as they release their earnings. I'm primarily talking about JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo. We have held a couple large banks in our portfolio for years and they have provided very useful information along with great returns as well. Overall, the big banks were happy with the low rates of consumer delinquencies and writing off debt that was unrecoverable stayed around the same rate as last year. One banker made a comment that with a 4.1% unemployment rate it's not likely to see a lot of weakness in their portfolio. This is something we have said for quite a while now, but we believe as long as the employment picture stays strong, the economy should do well. Deal making for the banks looked pretty good across the board and all of them had profit increases compared to one year ago. The overall tone from the bankers was largely upbeat, but a couple banks did call out some concern around commercial real estate and office buildings. There are certain cities with economies that are doing well, but there are other areas that are more problematic and the banks generally have commercial real estate in many markets across the country. To summarize, it appears the bankers feel pretty good, but they still remain somewhat cautious as bankers always should.   Understanding new legislation on cryptocurrencies Last week new legislation on cryptocurrencies was announced as the Genius Act, which stands for Guiding and Establishing National Innovation for US stable coins, made its way through Congress and to the President's desk. The legislation is supposed to provide licensing and oversight for stable coins as issuers must obtain licenses through either a national trust bank charter with the OCC, which stands for the Office of the Comptroller of the Currency, or a state level money transmission license. The Genius Act is supposed to provide consumer protection in the case of the issuer of a stable coin becoming insolvent. The solution in the Genius Act is to prioritize stable coin holder claims so the holders of those coins should be able to get their money back. This is nowhere near the safety one has in a bank where your deposits are insured by the FDIC should that bank fold. I feel this law will give people a false sense of security and I don't believe it will prevent a major collapse of stable coins. There's also a conflict of interest from President Trump‘s promotion of digital currencies since he himself has a coin and his sons Donald Trump Junior and Eric Trump run a bitcoin mining firm called American Bitcoin and are heavily involved in the crypto space. I believe the whole thing is just adding to the bubble of cryptocurrencies. Keep in mind that a bubble can last 10 to 12 years, if not longer, but the bigger it gets the bigger the financial disaster it causes.   What is better for investors stock dividends or stock buybacks? Unfortunately, there's no hard and fast rule based on performance figures in terms of what is better for stock investors, but I would have to lean towards stock dividends. If you look at the right companies paying dividends over a 10-year period you can find that perhaps the company you invested in is now giving you a yield of maybe 7-8% based on your initial investment. Those dividends can be a really great tool for long-term investing and while companies could always stop the dividend, most companies that have paid a dividend for the long-term do not like to stop or even reduce paying that dividend. This can help stabilize returns during downturns and may help investors be less emotional. A problem with stock buybacks is they can be announced and the stock may see a little bounce, but then it's possible that management does not fulfill the commitment to buy back all the shares they had planned to. Also, if the company or the markets were to hit a rough patch many times the first thing to go is stock buybacks. It is also possible that the company could do a stock buyback, but within a year or two the stock might drop below the price where the repurchases occurred, which would make those investments a questionable use of capital. Benefits to stock buybacks include the fact that there's no taxes for shareholders when they occur and they do increase your ownership of that business. While dividends are generally taxed, they are tax favored and depending on one's tax bracket you may pay very little or no tax at all. And don't forget about the compounding effect of reinvesting those dividends back into another investment. Unfortunately, it has become harder to find good quality companies paying dividends for a reasonable price. Looking at the S&P 500 index, the yield is now only 1.2%, which is near the all-time low that was hit during the dot-com bubble. Over the long-term history of the S&P 500, it's yield is generally around the 10-year Treasury and I was surprised to learn that up until the 1960's, the S&P 500 actually generally yielded more than the 10-year Treasury. Even looking just 10 years ago they were both yielding around 2%, but currently the spread between the two is about 3%. This comes as the S&P 500 has seen its forward P/E based on the next 12 months of earnings expand from 17 to around 22 during that time frame. Could this be another warning sign that the S&P 500 index is overvalued?   Financial Planning: New Tax Rules for Tips and Overtime Starting in tax year 2025 and through 2028, the One Big Beautiful Bill Act exempts up to $25,000 in tip income and up to $12,500 in qualifying overtime pay per individual from federal income tax—doubling to $50,000 and $25,000 respectively for married couples filing jointly. The tip exemption applies only to workers in occupations where tips are customary and must be properly reported through W-2s. The overtime deduction applies only to the premium portion of overtime wages—i.e., the extra pay above an employee's standard hourly rate—and must be paid in accordance with Section 7 of the Fair Labor Standards Act (FLSA), meaning it only covers overtime worked in excess of 40 hours per week under federal rules. Overtime paid under state laws or union contracts does not qualify unless it also meets the FLSA criteria. The full exemption is available to taxpayers with modified adjusted gross incomes up to $150,000 (single) or $300,000 (married filing jointly) and begins to phase out above those levels. To claim the exemption, workers must file a new IRS Form 10324-T with their annual tax return. Keep in mind Social Security, Medicare, and state taxes still apply to the tip and overtime pay. The policy begins with wages and tips earned on or after January 1, 2025, with claims first filed on 2025 tax returns in 2026.   Companies Discussed: Union Pacific Corporation (UNP), Toast, Inc. (TOST), American Eagle Outfitters, Inc. (AEO) & Abbot Laboratories (ABT)

Business Casual
US Railroad Mega Merger is On Track & Google Fends Off AI Search Rivals

Business Casual

Play Episode Listen Later Jul 25, 2025 28:52


Episode 634: Neal and Kyle discuss what a merger between Union Pacific and Norfolk Southern would mean for the entire US freight system. Then, many thought AI companies getting into the search business would scare Google…not so fast. Also, the clothing store American Eagle is joining the meme stock bandwagon thanks to Sydney Sweeney. Meanwhile, the USPS is turning 250 years old this week.  Gain the edge with Amazon Ads at advertising.amazon.com/startnow  Check out Per My Last Email: https://www.permylastemailshow.com/  Morning Brew Daily Puzzle: https://docs.google.com/forms/d/1Yzrl1BJY2FAFwXBYtb0CEp8XQB2Y6mLdHkbq9Kb2Sz8/viewform?edit_requested=true  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ 00:00 - Chuck E. Cheese arrested 3:00 - Mega train merger 7:00 - Paramount merger approved 9:30 - Stock of the Week: Google 12:45 - Stock of the Week: American Eagle 16:35 - USPS celebrates its 250th birthday 20:20 - Sprint Finish!

FreightCasts
Morning Minute | July 25, 2025

FreightCasts

Play Episode Listen Later Jul 25, 2025 2:29


NATO has issued a dire warning, stating that global ports face unprecedented cyber threats from state-linked actors, with attacks frequently traced back to Russia, Iran, and China. These sophisticated assaults target critical systems like access control and vessel traffic management, posing a severe risk to global supply chains and military logistics. In rail news, Union Pacific and Norfolk Southern have confirmed advanced discussions for a potential merger that would create the first U.S. transcontinental railroad. While no assurance of a final agreement exists, Union Pacific's CEO emphasized that the railroad industry cannot stand still and requires change. On the trucking front, Heartland Express reported its eighth consecutive net loss in the second quarter, totaling nearly $11 million, or 14 cents per share. This performance was worse than analyst expectations and the prior year's loss, despite the company noting some sequential improvement from the first quarter. Looking ahead, FreightWaves TV has new episodes of WHAT THE TRUCK?!? at noon and Running on Ice at 2 PM today. You can also catch the replay of WHAT THE TRUCK?!? this evening on SiriusXM channel 146. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ag News Daily
July 25, 2025: Ag Policy Shifts, Trade Deals + Pat Hord Talks Prop 12

Ag News Daily

Play Episode Listen Later Jul 25, 2025


This episode breaks down major developments in U.S. trade, agriculture and transportation policy. We cover President Trump's new tariff agreement with Japan and what it means for supply chains and defense contracts. Plus, a look at the potential Union Pacific and Norfolk Southern merger, the USDA's sweeping reorganization plan and Nebraska's new ban on lab-grown meat. We also touch on growing concerns over tar spot in the Corn Belt, renewed screwworm control efforts in Texas and the latest in fertilizer markets. Jacie and Tanner also had the opportunity to speak with Pat Hord, Vice President of the National Pork Producers Council, about how California's Proposition 12 is affecting farmers and food prices nationwide. Stay connected with us for more agriculture content on Instagram, TikTok, Facebook and YouTube, along with our weekly videos!

Lumber Slingers
116. Newswire Update: Legends Lumber & Losing our Childhood Heroes

Lumber Slingers

Play Episode Listen Later Jul 25, 2025 21:45


This week's episode kicks off with heartfelt tributes to icons of the past -Trent reflects on the cultural impact of Ozzy Osbourne and Hulk Hogan, and we all take a moment to mourn the childhood legends we've lost. The mood lifts as we cover everything from squirrel traps and pedometers to a major lumber merger. We also touch on: A mysterious potential merger between Union Pacific and Norfolk Southern Mortgage rates staying frustratingly still The sweet retirement of lumber veteran Kent Bond And a key update on AR1 (the first softwood lumber antidumping review), with a resolution not expected until... 2026. Yes. Really. It's a mix of nostalgia, industry shifts, and squirrel stories—because of course it is. Tune in now… and we'll see you again in a few weeks after a well-deserved summer break!

FTR State of Freight
Rail Market Update - Week ending July 25, 2025

FTR State of Freight

Play Episode Listen Later Jul 25, 2025 9:21


This week, Joseph Towers discusses potential Class I mergers—Union Pacific with Norfolk Southern and BNSF with CSX—which could reshape U.S. rail but face steep regulatory hurdles. He also covers new U.S. trade moves with Japan and the EU.Rail traffic rose 5.4% YoY, led by gains in grain, motor vehicles, and coal. Intermodal volumes are also up, especially for CSX and Canadian carriers. Year-to-date rail traffic is up 2.9%, driven by intermodal strength.Plus, a reminder: the FTR Conference is just weeks away!The Rail Market Update is hosted by FTR's Senior Analyst, Rail, Joseph Towers.  As this information is presented, you are welcome to follow along and look at the graphs and indicators yourself by downloading the PDF of the presentation.Download the PDF: https://www.ftrintel.com/rail-podcastSupport the show

Adams on Agriculture
AOA Friday 7-25-2025

Adams on Agriculture

Play Episode Listen Later Jul 25, 2025 41:41


Friday on AOA, we discuss the Digital Asset Market Clarity (CLARITY) Act along with USDA reorganization plans, the Farm Bill and more with Congressman Dusty Johnson (R-SD). In Segment Two, we get an update on a potential mega merger in the rail industry between Union Pacific and Norfolk Southern from Mike Steenhoek, Executive Director of the Soy Transportation Coalition. In Segment Three, we discuss the pace of farm bankruptcies in 2025 with Dr. Ryan Loy, extension economist at the University of Arkansas. Then we close the show with an update on an Obama-era semi truck speed limiter rule that has been thrown out by the Trump Administration. Lewie Pugh, Executive Vice President for the Owner-Operator Independent Drivers Association (OOIDA).

FreightWaves NOW
Morning Minute | July 25, 2025

FreightWaves NOW

Play Episode Listen Later Jul 25, 2025 1:59


NATO has issued a dire warning, stating that global ports face unprecedented cyber threats from state-linked actors, with attacks frequently traced back to Russia, Iran, and China. These sophisticated assaults target critical systems like access control and vessel traffic management, posing a severe risk to global supply chains and military logistics. In rail news, Union Pacific and Norfolk Southern have confirmed advanced discussions for a potential merger that would create the first U.S. transcontinental railroad. While no assurance of a final agreement exists, Union Pacific's CEO emphasized that the railroad industry cannot stand still and requires change. On the trucking front, Heartland Express reported its eighth consecutive net loss in the second quarter, totaling nearly $11 million, or 14 cents per share. This performance was worse than analyst expectations and the prior year's loss, despite the company noting some sequential improvement from the first quarter. Looking ahead, FreightWaves TV has new episodes of WHAT THE TRUCK?!? at noon and Running on Ice at 2 PM today. You can also catch the replay of WHAT THE TRUCK?!? this evening on SiriusXM channel 146. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chewing the Fat with Jeff Fisher
No Guarantee... | 7/24/25

Chewing the Fat with Jeff Fisher

Play Episode Listen Later Jul 24, 2025 52:28


Amazon new listening app... Uber with new plan using women… Candace Owens sued by Macrons…  www.keksi.com Promo code Jeffy18 ( limited time ) Chevron and Hess merge… Union Pacific and Norfolk Southern may merge?... Southwest Airlines changes... ChewingTheFat@theblaze.com Thanks to listeners around the world.. Coppola not done with Megalopolis… JLO done with Ben and lookin bidness... www.blazetv.com/jeffy Promo code Jeffy… Who Died Today: Rene Kirby 71 / Eliotte Heinz 22… Bryon Kohberger sentenced to life in prison… Sixteen-year-old arrested / Spirit Airlines / “I've got a bomb in my pocket” Joke of The Day / Real or Joke? You Decide… Learn more about your ad choices. Visit megaphone.fm/adchoices

Georgia Today
EPA rule change on coal ash; Union Pacific - Norfolk Southern merger; Medicaid cuts

Georgia Today

Play Episode Listen Later Jul 24, 2025 8:49


On the Thursday, July 24 edition of Georgia Today: The EPA proposes a rollback of rules on coal ash; Union Pacific and Atlanta-based Norfolk Southern are confirming they're in merger talks; and cuts to Medicaid could harm seniors who rely on it for their nursing home care.

Ransquawk Rundown, Daily Podcast
US Market Open: European stocks bid on EU trade reports, GOOGL +3%, TSLA -6% post-earnings; ECB due

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 24, 2025 3:38


US President Trump said they will have straight, simple tariffs of between 15% and 50% on countries, while he added the US is in serious talks with the EU and if they agree to open up to US businesses, US will let them pay lower tariffs.European bourses continue to gain, albeit are off best levels; US futures mixed, GOOGL +3%, TSLA -6% in pre-market trade.GBP lags on soft PMIs, EUR eyes ECB and potential EU-US breakthrough.EGBs hit by trade updates, Gilts off lows post-PMIs, USTs await data.Crude rises on trade optimism and geopolitics, gold unwinds risk premium.Looking ahead, Global PMIs, US Jobless Claims, Canadian Retail Sales, ECB & CBRT Policy Announcements, Speakers including RBNZ's Conway & ECB President Lagarde, Supply from the US.Earnings from LVMH, Carrefour, Michelin, Intel, American Airlines, Blackstone, Dow Chemical, Nasdaq, Union Pacific, Honeywell & Keurig Dr Pepper.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
Europe Market Open: Europe set for a firm open after reports of a 15% EU tariff, ECB ahead

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 24, 2025 4:32


US President Trump said they will have straight, simple tariffs of between 15% and 50% on countries, while he added the US is in serious talks with the EU and if they agree to open up to US businesses, US will let them pay lower tariffs.Reports noted that the US and the EU were closing in on a trade deal with a 15% tariff rate, albeit this is yet to be officially confirmed, and White House Trade Adviser Navarro said to take the reports with a pinch of salt.EU member states are set to vote on EUR 93bln of counter-tariffs on US goods on Thursday and a broad majority of EU members would support using the anti-coercion instrument in the event of no US trade deal and US tariffs of 30%.Alphabet (GOOGL) shares rose 1.7% after-market following earnings whilst Tesla (TSLA) slipped 4.4% as CEO Musk warned of “rough times”.APAC stocks mostly extended on gains; European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up 1.3% after the cash market closed with gains of 1.0% on Wednesday.Looking ahead, highlights include Global PMIs, German GfK Consumer Sentiment, US Jobless Claims, Canadian Retail Sales, ECB & CBRT Policy Announcements, Speakers including RBNZ's Conway & ECB President Lagarde, Supply from Italy & US.Earnings from LVMH, BNP Paribas, TotalEnergies, STMicroelectronics, Dassault Systemes, Carrefour, Michelin, BE Semiconductor, Richemont, Nestle, Roche MTU Aero, Deutsche Bank, Lloyds, IG, Reckitt Intel, American Airlines, Blackstone, Dow Chemical, Nasdaq, Union Pacific, Honeywell & Keurig Dr Pepper.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Connect & Collaborate
Global Trade This Week – Episode 203

Connect & Collaborate

Play Episode Listen Later Jul 23, 2025 33:05


What's going on in Global Trade this Week? Today Keenan Brugh and Doug Draper cover: 1:24 -Tesla Semi Factory Progress 7:30 -New LTL Classifications are Density Based 11:50 -Halftime 20:45 -Union Pacific & Norfolk Southern 24:04 -US Trade Policy Updates As mentioned on the show: Symbols of an Alien Sky, Episode 2: The Lightning-Scarred Planet Mars https://www.youtube.com/watch?v=tRV1e5_tB6Y https://www.capwwide.com/international-insights/7/23/25/gttw-podcast-episode-203 https://www.youtube.com/watch?v=xta0e-lJkaA  

FreightCasts
Morning Minute | July 22, 2025

FreightCasts

Play Episode Listen Later Jul 22, 2025 2:50


New reports indicate that ⁠BNSF has hired Goldman Sachs to advise on a potential rail merger⁠, following ongoing merger talks between Union Pacific and Norfolk Southern since the first quarter. Publicly held Class One railroads are also scheduled to begin reporting their second-quarter earnings this week. We delve into the US cargo airlines' strong endorsement of the Trump administration's sanctions on Mexico, enacted after ⁠Mexico allegedly violated a 2015 air transport agreement by forcing all cargo carriers to relocate⁠. The U.S. Department of Transportation will now review flight schedules of Mexican carriers and has put European countries on notice for similar potential actions. The episode also highlights the struggles of ⁠small and medium-sized businesses amidst a possible trade war⁠, with some companies adopting new practices like skew normalization to mitigate tariff-related losses. Port of Los Angeles Executive Director Gene Seroka notes that uncertainty has become the new norm, emphasizing how trade policies impact the economy as a whole. Tune in today at 2 PM for a new episode of ⁠Loaded and Rolling⁠ with Thomas Wason on FreightWaves Television. Additionally, mark your calendars for the ⁠Enterprise Fleet Summit ⁠tomorrow and the ⁠Supply Chain AI Symposium⁠ next week on July 30th in Washington D.C.. Learn more about your ad choices. Visit megaphone.fm/adchoices

FreightWaves NOW
Morning Minute | July 22, 2025

FreightWaves NOW

Play Episode Listen Later Jul 22, 2025 2:20


New reports indicate that BNSF has hired Goldman Sachs to advise on a potential rail merger, following ongoing merger talks between Union Pacific and Norfolk Southern since the first quarter. Publicly held Class One railroads are also scheduled to begin reporting their second-quarter earnings this week. We delve into the US cargo airlines' strong endorsement of the Trump administration's sanctions on Mexico, enacted after Mexico allegedly violated a 2015 air transport agreement by forcing all cargo carriers to relocate. The U.S. Department of Transportation will now review flight schedules of Mexican carriers and has put European countries on notice for similar potential actions. The episode also highlights the struggles of small and medium-sized businesses amidst a possible trade war, with some companies adopting new practices like skew normalization to mitigate tariff-related losses. Port of Los Angeles Executive Director Gene Seroka notes that uncertainty has become the new norm, emphasizing how trade policies impact the economy as a whole. Tune in today at 2 PM for a new episode of Loaded and Rolling with Thomas Wason on FreightWaves Television. Additionally, mark your calendars for the Enterprise Fleet Summit tomorrow and the Supply Chain AI Symposium next week on July 30th in Washington D.C.. Learn more about your ad choices. Visit megaphone.fm/adchoices

FreightCasts
Morning Minute | July 21, 2025

FreightCasts

Play Episode Listen Later Jul 21, 2025 2:55


A new proposed deal could reshape freight railroading, with Union Pacific and Norfolk Southern reportedly in merger talks to create the first true transcontinental railroad. Warren Buffett's Berkshire Hathaway, owning Union Pacific's primary competitor BNSF Railway, looms large with over $347 billion in cash, sparking speculation of a bidding war that could involve other major railroads like CSX. We also cover the U.S. moves to restrict Mexican airlines over cargo and competition concerns, threatening the long-standing partnership between Delta and Aeromexico. This action by the Trump administration is a direct response to the Mexican government's mandate forcing all cargo flights from Mexico City's main airport to a more distant new airport, a move the U.S. asserts violates their trade agreement. Finally, get an update on ocean rates falling for the fifth straight week, according to Drewry's World Container Index. The key route from Shanghai to Los Angeles saw rates decrease by 4%, while Shanghai to New York dipped 6%, reflecting what analysts describe as a clear sign of weakening global demand for goods after a volatile spike caused by U.S. tariffs on Chinese products earlier this year. Learn more about your ad choices. Visit megaphone.fm/adchoices

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“KI, Rüstung, Skandal bei Fujitsu” - Chevron, Saab, Giga-ETF & Aktien der Tetra-Paks

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Jul 21, 2025 14:00


Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Chevron darf endlich Hess kaufen. Exxon und CNOOC sind sauer. Union Pacific will Norfolk Southern kaufen. Behörden sind skeptisch. Invesco hofft auf ETF-Geld. Salzgitter & Sarepta schmieren ab. Saab boomt weiter. Block geht in S&P 500, Trump verklagt News Corp. Tetra Pak ist leider nicht an der Börse. Aber die Familie dahinter. Sie steckt ihre Milliarden in Linde (WKN:  A3D7VW), Givaudan (WKN:  938427), International Flavors & Fragrances (WKN:  853881), SIG Group (WKN:  A2N5NU) und Sensient Technologies (WKN:  864463). KI, Rüstung und ein KGV von unter 20. Fujitsu (WKN: 855182) macht's möglich. Leider machte die Software von Fujitsu in der Vergangenheit auch den ein oder anderen Skandal möglich. Diesen Podcast vom 21.07.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

FreightWaves NOW
Morning Minute | July 21, 2025

FreightWaves NOW

Play Episode Listen Later Jul 21, 2025 2:25


A new proposed deal could reshape freight railroading, with Union Pacific and Norfolk Southern reportedly in merger talks to create the first true transcontinental railroad. Warren Buffett's Berkshire Hathaway, owning Union Pacific's primary competitor BNSF Railway, looms large with over $347 billion in cash, sparking speculation of a bidding war that could involve other major railroads like CSX. We also cover the U.S. moves to restrict Mexican airlines over cargo and competition concerns, threatening the long-standing partnership between Delta and Aeromexico. This action by the Trump administration is a direct response to the Mexican government's mandate forcing all cargo flights from Mexico City's main airport to a more distant new airport, a move the U.S. asserts violates their trade agreement. Finally, get an update on ocean rates falling for the fifth straight week, according to Drewry's World Container Index. The key route from Shanghai to Los Angeles saw rates decrease by 4%, while Shanghai to New York dipped 6%, reflecting what analysts describe as a clear sign of weakening global demand for goods after a volatile spike caused by U.S. tariffs on Chinese products earlier this year. Learn more about your ad choices. Visit megaphone.fm/adchoices

CruxCasts
Myriad Uranium (CSE:M) - 60% Grade Boost to Potential 100 Mlbs+ Wyoming Project

CruxCasts

Play Episode Listen Later Jul 19, 2025 34:52


Interview with Thomas Lamb, CEO of Myriad Uranium Corp.Our previous interview: https://www.cruxinvestor.com/posts/us-uranium-sector-gains-under-pro-nuclear-push-7164Recording date: 15th July 2025Myriad Uranium Corp (CSE:M) has unveiled significant value enhancement at its flagship Copper Mountain project in Wyoming, where modern chemical assay techniques are revealing substantially higher uranium grades than historical measurements indicated. The discovery represents a major breakthrough for the company's 100+ million pound uranium potential.CEO Thomas Lamb announced that chemical assays have demonstrated an average 60% grade improvement over 1970s gamma probe measurements, with uranium intervals previously measuring 1,000 parts per million now averaging 1,600+ ppm. This enhancement stems from uranium disequilibrium effects that historical gamma probing methods failed to capture accurately.The Copper Mountain project benefits from extensive historical validation, built upon 2,000 boreholes drilled by Union Pacific in partnership with California Edison during the 1970s. Originally planned as a large-scale conventional uranium mine, the project encompasses seven distinct deposits plus 12-14 additional prospects. The US Department of Energy estimated the broader area could contain up to 200 million pounds of uranium.Beyond grade improvements, Copper Mountain offers exceptional metallurgical advantages. Historical testing demonstrated 90-95% uranium recovery rates using standard leaching techniques, with industry veterans describing the processing as remarkably simple.Myriad's portfolio includes the Red Basin project in New Mexico, featuring high-grade near-surface mineralization ranging from 0.17% to 0.31% uranium. The project sits within a basin the US Geological Survey believes contains up to 45 million pounds of uranium.The company's strategic positioning aligns with emerging uranium demand from technology companies. AI and data center expansion requirements are driving companies like Microsoft, Google, and OpenAI to secure upstream uranium supplies, creating unprecedented sector interest.Myriad is currently processing 1,500 additional samples from recent drilling to further validate the disequilibrium advantages, with results expected to inform expanded resource estimates and development planning.View Myriad Uranium's company profile: https://www.cruxinvestor.com/companies/myriad-uraniumSign up for Crux Investor: https://cruxinvestor.com

FreightCasts
Morning Minute | July 18, 2025

FreightCasts

Play Episode Listen Later Jul 18, 2025 2:44


⁠Union Pacific is reportedly in early-stage talks to acquire Norfolk Southern⁠, its smaller Eastern rival. This potential tie-up would combine the largest publicly held US railroad with NS, bringing together over 60,000 employees and 60,000 miles of track. ⁠David Steiner has officially taken the helm of the US Postal Service as the new Postmaster General⁠, becoming the highest paid chief executive in the agency's history with a salary over $346,000 plus a 50% bonus.  The Canadian government will begin a confidential vote on Monday for ⁠53,000 Canada Post employees to ratify the state-owned company's final contract offer⁠, despite opposition from union leadership. This vote aims to conclude 19 months of negotiations, which included a 32-day strike and recent mail carrier refusal to work overtime, leading to daily operational losses of $7.3 million per day in June. Tune in today for FreightWaves TV's ⁠What the Truck?!?⁠ live at noon, with replays available on SiriusXM channel 146 from 5 to 7 PM. Don't forget to register for the free ⁠Enterprise Fleet Summit⁠ next Wednesday at 9 AM and get your tickets for the ⁠Supply Chain and AI Symposium⁠ in Washington D.C. in about two weeks. Learn more about your ad choices. Visit megaphone.fm/adchoices

FactSet U.S. Daily Market Preview
Financial Market Preview - Friday 18-Jul

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jul 18, 2025 3:59


US equity futures are slightly higher. Asia ended mostly firmer, and Europe looks set to open higher. The market focus remains on Fed policy outlook and trade tensions. Fed Governor Waller reiterated support for a July rate cut and backed further easing this year if inflation stays in check. His comments followed similar dovish remarks from SF Fed's Daly. On the trade front, the US Commerce Department imposed a 93.5% tariff on Chinese graphite, with industry groups warning effective rates could exceed 160% since it claimed China unfairly subsidizing graphit. Meanwhile, Trump offered positive signals on talks with India and the EU, though reports indicate the EU is preparing retaliatory measures. US economic data surprised to the upside.Companies Mentioned: Norfolk Southern, Union Pacific, CSX Corp, Talen Energy, BlackRock, WonderFi Technologies, Robinhood

NewsWare‘s Trade Talk
NewsWare's Trade Talk: Friday, July 18

NewsWare‘s Trade Talk

Play Episode Listen Later Jul 18, 2025 17:26


S&P Futures are extending their recent gains as earnings reports were positive and M&A activity starts to heat up. Fed Governor Waller came out swinging for a July rate cut, although this is unlikely to occur. On the economic front, the focus will be on the Michigan Consumer Sentiment report. President Trump is holding a dinner with republican Senators tonight to discuss key legislative priorities. Union Pacific is considering a bid for Norfolk Southern. The earnings report from Netflix was mainly positive, however the stock is trading lower this morning. AXP, IBKR, MMM And SLB are higher after releasing their earnings. On Monday morning VZ & DPZ are scheduled to report. 

FreightWaves NOW
Morning Minute | July 18, 2025

FreightWaves NOW

Play Episode Listen Later Jul 18, 2025 2:14


Union Pacific is reportedly in early-stage talks to acquire Norfolk Southern, its smaller Eastern rival. This potential tie-up would combine the largest publicly held US railroad with NS, bringing together over 60,000 employees and 60,000 miles of track. David Steiner has officially taken the helm of the US Postal Service as the new Postmaster General, becoming the highest paid chief executive in the agency's history with a salary over $346,000 plus a 50% bonus.  The Canadian government will begin a confidential vote on Monday for 53,000 Canada Post employees to ratify the state-owned company's final contract offer, despite opposition from union leadership. This vote aims to conclude 19 months of negotiations, which included a 32-day strike and recent mail carrier refusal to work overtime, leading to daily operational losses of $7.3 million per day in June. Tune in today for FreightWaves TV's What the Truck?!? live at noon, with replays available on SiriusXM channel 146 from 5 to 7 PM. Don't forget to register for the free Enterprise Fleet Summit next Wednesday at 9 AM and get your tickets for the Supply Chain and AI Symposium in Washington D.C. in about two weeks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Squawk on the Street
PepsiCo CEO Exclusive, GE Aerospace and the Earnings Parade, Trump-Powell Buzz 7/17/25

Squawk on the Street

Play Episode Listen Later Jul 17, 2025 45:33


On a busy earnings Thursday, Carl Quintanilla and Jim Cramer explored market reaction to results and guidance from companies including GE Aerospace, United Airlines and Taiwan Semiconductor. PepsiCo CEO Ramon Laguarta joined Sara Eisen, Jim and Carl in an exclusive interview. They discussed everything from the company's Q2 earnings beat -- to President Trump's push to get Coca-Cola to use cane sugar in Coke products. The anchors reacted to Trump's comment that he is "unlikely" to fire Fed Chair Powell -- as CEOs defend Fed independence. Also in focus: What to expect from Netflix's after-the-bell earnings, health insurer Elevance tumbles, Union Pacific reportedly exploring an acquisition of one of its rivals.Squawk on the Street Disclaimer

FreightCasts
Morning Minute | July 10, 2025

FreightCasts

Play Episode Listen Later Jul 10, 2025 3:07


A significant legal setback for rail shippers dropped as a federal court has tossed out the Surface Transportation Board's (STB) 2024 reciprocal switching rule, ruling that the STB exceeded its authority and that the rule was inconsistent with the Staggers Act of 1980, a decision challenged by major railroads including CSX, Canadian National, and Union Pacific.  Watt EV has broken ground on its sixth electric charging depot at the Port of Oakland, establishing a vital zero-emission freight corridor connecting the Bay Area to Sacramento, Nevada, and Southern California. This new facility will feature 15 240-kilowatt CCS dispensers and six MCS dispensers, significantly expanding the region's heavy-duty electric truck charging  The Small Business and Transportation Coalition (SBTC) has petitioned the U.S. Department of Transportation to repeal regulations allowing new entrant non-North America domiciled carriers to apply for operating authority in the US, alleging unfair competition against American trucking companies. However, federal data from the FMCSA contradicts this claim, showing very few non-North America-based operating authorities currently exist, with all such companies required to complete a safety audit. Learn more about your ad choices. Visit megaphone.fm/adchoices